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Money Coach at Trilogy Financial
San Diego, California, United States - Full Time
Skills Needed
Financial Education, Client Service, Workshop Facilitation, Lead Generation, Compliance, Communication, Analytical Skills, Problem Solving, Interpersonal Skills, Technology Proficiency, Bilingual Communication, Time Management, Detail Orientation, Self Starter, Collaboration, Professional Development
Specialization
A bachelor's degree in a related field is preferred, along with a drive for professional development and knowledge of financial planning topics. Candidates should also possess or be willing to obtain a Series 65 license within three months of hire.
Financial Advisor, Money Coach at Unison Risk Advisors
Columbus, Ohio, United States - Full Time
Skills Needed
Financial Coaching, Retirement Planning, One On One Guidance, Group Education, Budgeting, Debt Management, Investment Basics, Needs Assessment, Referral Management, Webinar Hosting, Data Reporting, Interpersonal Skills, Presentation Skills, Travel, Finra Series 6, Finra Series 7
Specialization
Candidates must possess at least two years of experience in financial coaching or retirement planning, coupled with a strong understanding of retirement plans and basic financial principles. Required qualifications include holding FINRA Series 6 or 7, and Series 65 or 66 licenses, along with a willingness to travel extensively.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Melbourne, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Financial Capability, Case Plan Development, Outcomes Measurement, Record Keeping, Community Engagement, Intervention Strategies, Cultural Competency, Accreditation Attainment, Information Systems Usage
Specialization
Candidates must be willing to attain Financial Counsellor Accreditation and potentially undertake a Diploma of Community Services (Financial Counselling). Essential requirements include a degree or extensive experience in welfare, finance, community services, psychology, or business, along with a current Victoria Employee Working with Children Check.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Melbourne, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Financial Hardship Assistance, Holistic Impact Assessment, Case Plan Development, Intervention Implementation, Community Support Access, Record Keeping, Data Maintenance, Accreditation Attainment, Working With Different Cultures, Samis Usage
Specialization
Candidates must be willing to attain Financial Counsellor Accreditation and potentially undertake a Diploma of Community Services (Financial Counselling). Essential requirements include a degree or extensive experience in welfare, finance, community services, psychology, or business, along with a current Victoria Working with Children Check.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Melbourne, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Case Plan Development, Outcomes Measurement, Record Keeping, Accreditation Attainment, Community Engagement, Cultural Competency, Data Maintenance
Specialization
Candidates must be willing to attain Financial Counsellor Accreditation and possess a Diploma of Community Services (Financial Counselling) or be willing to study for it. A degree or extensive experience in welfare, finance, community services, psychology, or business fields is also required, along with a current Victoria Working with Children Check.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Devonport, Tasmania, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Case Planning, Outcomes Measurement, Record Keeping, Data Maintenance, Working With Different Cultures, Accreditation Attainment, Community Engagement, Self Determination Encouragement, Needs Assessment
Specialization
Candidates must be willing to attain Financial Counsellor Accreditation and possess a Diploma of Community Services (Financial Counselling) or be willing to undertake study, alongside degree qualifications or extensive experience in related fields.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Bendigo, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Assessment, Case Planning, Interventions, Community Support, Record Keeping, Data Maintenance, Accreditation Attainment, Working With Different Cultures, Community Services, Welfare, Finance, Psychology, Business
Specialization
Candidates must be accredited or willing to attain accreditation as a Financial Counsellor and possess a Diploma of Community Services (Financial Counselling) or be willing to undertake study. Essential qualifications also include a degree or extensive experience in welfare, finance, community services, psychology, or business fields, along with a current Victoria Working with Children Check.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Melbourne, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Financial Capability, Case Planning, Interventions, Community Engagement, Record Keeping, Data Maintenance, Accreditation Attainment, Working With Different Cultures, Community Services, Welfare, Psychology, Business
Specialization
Candidates must be values-driven and proactive, possessing accreditation as a Financial Counsellor or willingness to obtain it, along with a Diploma of Community Services (Financial Counselling) or equivalent study commitment. Essential requirements also include a current Victoria Employee Working with Children Check and demonstrated ability to work effectively across diverse cultures.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Devonport, Tasmania, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Case Planning, Outcomes Measurement, Record Keeping, Data Maintenance, Working With Different Cultures, Accreditation Attainment, Community Engagement, Self Determination Encouragement, Needs Assessment, Intervention Implementation
Specialization
Candidates must be willing to attain Financial Counsellor Accreditation and possess a Diploma of Community Services (Financial Counselling) or be willing to undertake study immediately. Essential qualifications include a degree or extensive experience in welfare, finance, community services, psychology, or business, along with a current Employee Working with Vulnerable People Check.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Bendigo, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Case Planning, Outcomes Measurement, Record Keeping, Information Systems, Community Engagement, Cultural Competency, Self Determination, Needs Assessment, Intervention Strategies
Specialization
Candidates must possess Accreditation as a Financial Counsellor or be willing to attain it promptly, along with a Diploma of Community Services (Financial Counselling) or a willingness to undertake study. A degree or extensive experience in welfare, finance, community services, psychology, or business fields is also required, alongside a current Victoria Working with Children Check.
Experience Required
Minimum 2 year(s)
Money Coach at Texas A&M University System
Commerce, Texas, United States - Full Time
Skills Needed
Financial Wellness Coaching, Student Advocacy, Information Gathering, Problem Solving, Collaboration, Educational Publication Creation, Advising, Policy Input, Presentation Delivery, Time Management, Organizational Skills, Verbal Communication, Written Communication, Attention To Detail, Word Processing, Spreadsheet Applications
Specialization
A Bachelor's degree or equivalent combination of education and experience is required, along with knowledge of word processing and spreadsheet applications. Candidates must be comfortable speaking before groups and possess excellent communication, organizational, and problem-solving skills.
Financial Crime Manager at ACE Money Transfer
Dublin, Leinster, Ireland - Full Time
Skills Needed
Anti Money Laundering, Fraud Risk Management, Transaction Monitoring, Investigations, Suspicious Activity Reporting, Regulatory Engagement, Customer Due Diligence, Fraud Prevention, Data Insights, Analytical Skills, Communication Skills, Integrity, Discretion, Judgment, Team Management, Training
Specialization
Candidates should have 4-6 years of experience in AML and fraud risk management within regulated financial services, with a strong knowledge of Irish AML legislation. Professional certifications and experience with monitoring tools are desirable.
Experience Required
Minimum 5 year(s)
Assistant Financial Manager Mr Price Money at Mr Price Group Careers
Durban, KwaZulu-Natal, South Africa - Full Time
Skills Needed
Financial Reporting, Financial Planning, Budgeting, Month End, Financial Systems, Excel, Commercial Acumen, Leadership
Specialization
Candidates must possess a CA(SA) qualification and have 2 to 5 years of post-articles experience, preferably in a commercial setting with exposure to reporting, budgeting, and month-end processes. Strong proficiency in financial systems, advanced Excel skills, and demonstrated commercial acumen are required.
Experience Required
Minimum 2 year(s)
PMO Financial Services at Orion Systems Integrators LLC United Kingdom
Ambattur, tamil nadu, India - Full Time
Skills Needed
Pmo, Portfolio Management, Program Management, Project Tracking, Data Sanity, Vendor Coordination, Stakeholder Management, Budgeting, Financial Tracking, Reporting, Dashboards, Governance, Excel, Powerpoint, Vendor Management, Agile
Specialization
Candidates must have 10+ years of experience in PMO, portfolio, or program management, with strong proficiency in advanced Excel and PowerPoint for executive presentations. Required abilities include solid understanding of project financials, managing global stakeholders, and experience with vendor management and governance frameworks.
Experience Required
Minimum 10 year(s)
PMO Financial Services at Orion Systems Integrators LLC United Kingdom
Ambattur, tamil nadu, India - Full Time
Skills Needed
Pmo, Portfolio Management, Program Management, Project Tracking, Data Sanity, Vendor Coordination, Stakeholder Management, Reporting, Budgeting, Financials, Excel, Powerpoint, Governance, Delivery Excellence, Vendor Management, Agile
Specialization
Candidates must possess 10+ years of experience in PMO, portfolio, or program management, with strong proficiency in advanced Excel and PowerPoint for executive presentations. Essential qualifications include a solid understanding of project financials, proven experience managing global stakeholders, and strong communication skills.
Experience Required
Minimum 10 year(s)
Money Maker PT (NO CAP) at Palm Beach Tan - Old Trinity Management Company
, North Carolina, United States - Full Time
Skills Needed
Influencer Skills, Face To Face Interaction, Maintenance, Organization, Paperwork, Reliable Transportation, Flexible Availability
Specialization
Candidates must be at least 18 years old and possess the physical ability to stand, bend, and walk for extended periods, as well as lift 25 pounds unassisted. A high school diploma or equivalent and reliable transportation with flexible availability, including nights and weekends, are mandatory.
CRM Manager - Send Money at Wise
London, England, United Kingdom - Full Time
Skills Needed
Crm, Segmentation, Lifecycle Management, Stakeholder Engagement, Cross Channel Communications, Campaign Planning, Data Analysis, A/B Testing, Email Marketing, Customer Engagement, Collaboration, Project Management, Creative Design, Technical Skills, Analytics, Customer Centric Approach
Specialization
Candidates should have mid-level experience in B2C or CRM, focusing on segmentation and lifecycle management. A proven track record in cross-channel communications and strong analytical skills are also required.
Experience Required
Minimum 2 year(s)
Senior Product Designer at MoneySmart Group
, , Indonesia - Full Time
Skills Needed
Product Design, End To End Ownership, 0 To 1 Instincts, Strategic Design Decisions, Communication, Ux/Ui Principles, Interaction Design, User Research, Visual Design, Attention To Detail, Problem Solving, Ai Literacy, Generative Design, Prototyping, Stakeholder Alignment, Design Culture
Specialization
Candidates must have 5+ years of product design experience with a strong portfolio demonstrating ownership over complex products and strong 0-to-1 instincts for shaping problem spaces with incomplete information. Essential skills include exceptional communication, deep fluency in UX/UI principles, high craft standards, self-driven problem-solving, and foundational AI literacy.
Experience Required
Minimum 5 year(s)
Software Developer - Full Stack at MoneySmart Group
, , Philippines - Full Time
Skills Needed
Software Development, Full Stack Development, Backend Development, Frontend Development, Restful Apis, Relational Databases, Javascript Frameworks, Unit Testing, Integration Testing, End To End Testing, Ai Assisted Development, Prompt Engineering, Technical Design, Collaboration, Problem Solving, Critical Thinking
Specialization
Candidates should have a Bachelor's degree in a related field and at least 3 years of experience in software development. Strong skills in both backend and frontend technologies, as well as experience with AI-assisted tools, are required.
Experience Required
Minimum 2 year(s)
Financial Services Intern at Allworth Financial
Folsom, California, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Client Discovery, Salesforce, Moneyguide, Holistiplan, Wealth.Com, Scenario Modeling, Data Accuracy, Professional Communication, Analytical Skills, Problem Solving, Fiduciary Standards, Team Collaboration, Research, Account Opening
Specialization
Candidates must currently be pursuing a Bachelor’s degree with an anticipated graduation date between Winter 2026 and Summer 2027, showing a strong interest in pursuing the CFP® designation and a long-term career in wealth management. Required attributes include strong analytical, organizational, problem-solving skills, effective communication, and a professional presence.
Money Coach at Trilogy Financial
San Diego, California, United States -
Full Time


Start Date

Immediate

Expiry Date

01 May, 26

Salary

0.0

Posted On

31 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Education, Client Service, Workshop Facilitation, Lead Generation, Compliance, Communication, Analytical Skills, Problem Solving, Interpersonal Skills, Technology Proficiency, Bilingual Communication, Time Management, Detail Orientation, Self-Starter, Collaboration, Professional Development

Industry

Financial Services

Description
Description Job Summary The Employer Retirement Solutions Money Coach is a vital member of the integration team, partnering with Employer Retirement Solutions (ERS) to deliver exceptional client service and comprehensive financial planning. The Money Coach will focus on completing key licensing requirements which includes the Series 65. Serving as a Money Coach, the advisor educates and guides employees in financial wellness while generating qualified leads to support team objectives in a collaborative, client-focused environment. Essential Duties Serve as a money coach, providing financial education and personalized guidance to employees/clients. Design, prepare, and facilitate engaging workshops and presentations designed to educate and support employees/clients. Source, generate and refer qualified leads to internal teams to support business development efforts. Effectively prioritize and manage multiple tasks while meeting deadlines in a timely and organized manner. Develop the knowledge and confidence to handle basic financial planning independently, without requiring input from the Team. Enhance phone skills by executing plan and seeking lead oppurtunities. Build additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate. Maintain strict commitment to compliance with all company and industry rules and regulations and adhere to federal, state, local, and company laws, regulations, and policies. Perform other duties as assigned. Preferred / Additional Qualifications Communicate with Spanish-speaking employees/clients. Provide bilingual support by communicating with Spanish-speaking employees/clients and delivering translated presentations and recorded content in Spanish. Benefits Summary Competitive Compensation Comprehensive Medical, Dental, and Vision Insurance Life Insurance Long Term Disability Supplemental Insurance Paid Time Off and Holidays Employee Advantage Program Employee Assistance Program 401(k) Matching Eligible Profit Sharing Career Development, Mentorship and Education Team Events Achievement Awards and Trips Series 65 Licensing No visa sponsorship available. Requirements Minimum Qualifications Bachelor’s degree preferred in education, business, finance, or related field. A drive for professional development and a passion for working with people. Comprehensive knowledge of topics related to financial planning including securities and retirement plans. FINRA Series 65 license preferred; or candidates must obtain within 3 months of hire. Proficient in Microsoft Outlook and Microsoft Office Suite, including PowerPoint for presentations. Interest in knowledge building and applying ERS focus areas to daily activities. Skills Requirements Self-starter and collaborator with other Money Coaches, to build a profitable program to help employees financially. Excellent with proactively preparing for and conducting workshops to educate employees. Communicate clearly and effectively in English demonstrating confident, articulate, and professional verbal and written communication skills. Ability to prioritize and organize tasks in a timely manner with a high attention to detail. Exceptional interpersonal and client service skills. Strong analytical and problem-solving skills. Capacity to accept feedback and training. High degree of integrity with the ability to maintain confidentiality. Proficiency with technology platforms: Salesforce, eMoney, Zoom, Microsoft Office Suite, including Excel and PowerPoint for presentations. Fluent in written and verbal Spanish, preferred. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office. If performing work in a remote location, all compliance and office safety requirements apply. PM21 #zr
Responsibilities
The Money Coach provides financial education and personalized guidance to employees while generating qualified leads for business development. They also design and facilitate workshops to support financial wellness among clients.
Money Coach at Trilogy Financial
San Diego, California, United States - Full Time
Skills Needed
Financial Education, Client Service, Workshop Facilitation, Lead Generation, Compliance, Communication, Analytical Skills, Problem Solving, Interpersonal Skills, Technology Proficiency, Bilingual Communication, Time Management, Detail Orientation, Self Starter, Collaboration, Professional Development
Specialization
A bachelor's degree in a related field is preferred, along with a drive for professional development and knowledge of financial planning topics. Candidates should also possess or be willing to obtain a Series 65 license within three months of hire.
Financial Advisor, Money Coach at Unison Risk Advisors
Columbus, Ohio, United States - Full Time
Skills Needed
Financial Coaching, Retirement Planning, One On One Guidance, Group Education, Budgeting, Debt Management, Investment Basics, Needs Assessment, Referral Management, Webinar Hosting, Data Reporting, Interpersonal Skills, Presentation Skills, Travel, Finra Series 6, Finra Series 7
Specialization
Candidates must possess at least two years of experience in financial coaching or retirement planning, coupled with a strong understanding of retirement plans and basic financial principles. Required qualifications include holding FINRA Series 6 or 7, and Series 65 or 66 licenses, along with a willingness to travel extensively.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Melbourne, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Financial Capability, Case Plan Development, Outcomes Measurement, Record Keeping, Community Engagement, Intervention Strategies, Cultural Competency, Accreditation Attainment, Information Systems Usage
Specialization
Candidates must be willing to attain Financial Counsellor Accreditation and potentially undertake a Diploma of Community Services (Financial Counselling). Essential requirements include a degree or extensive experience in welfare, finance, community services, psychology, or business, along with a current Victoria Employee Working with Children Check.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Melbourne, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Financial Hardship Assistance, Holistic Impact Assessment, Case Plan Development, Intervention Implementation, Community Support Access, Record Keeping, Data Maintenance, Accreditation Attainment, Working With Different Cultures, Samis Usage
Specialization
Candidates must be willing to attain Financial Counsellor Accreditation and potentially undertake a Diploma of Community Services (Financial Counselling). Essential requirements include a degree or extensive experience in welfare, finance, community services, psychology, or business, along with a current Victoria Working with Children Check.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Melbourne, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Case Plan Development, Outcomes Measurement, Record Keeping, Accreditation Attainment, Community Engagement, Cultural Competency, Data Maintenance
Specialization
Candidates must be willing to attain Financial Counsellor Accreditation and possess a Diploma of Community Services (Financial Counselling) or be willing to study for it. A degree or extensive experience in welfare, finance, community services, psychology, or business fields is also required, along with a current Victoria Working with Children Check.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Devonport, Tasmania, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Case Planning, Outcomes Measurement, Record Keeping, Data Maintenance, Working With Different Cultures, Accreditation Attainment, Community Engagement, Self Determination Encouragement, Needs Assessment
Specialization
Candidates must be willing to attain Financial Counsellor Accreditation and possess a Diploma of Community Services (Financial Counselling) or be willing to undertake study, alongside degree qualifications or extensive experience in related fields.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Bendigo, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Assessment, Case Planning, Interventions, Community Support, Record Keeping, Data Maintenance, Accreditation Attainment, Working With Different Cultures, Community Services, Welfare, Finance, Psychology, Business
Specialization
Candidates must be accredited or willing to attain accreditation as a Financial Counsellor and possess a Diploma of Community Services (Financial Counselling) or be willing to undertake study. Essential qualifications also include a degree or extensive experience in welfare, finance, community services, psychology, or business fields, along with a current Victoria Working with Children Check.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Melbourne, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Financial Capability, Case Planning, Interventions, Community Engagement, Record Keeping, Data Maintenance, Accreditation Attainment, Working With Different Cultures, Community Services, Welfare, Psychology, Business
Specialization
Candidates must be values-driven and proactive, possessing accreditation as a Financial Counsellor or willingness to obtain it, along with a Diploma of Community Services (Financial Counselling) or equivalent study commitment. Essential requirements also include a current Victoria Employee Working with Children Check and demonstrated ability to work effectively across diverse cultures.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Devonport, Tasmania, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Case Planning, Outcomes Measurement, Record Keeping, Data Maintenance, Working With Different Cultures, Accreditation Attainment, Community Engagement, Self Determination Encouragement, Needs Assessment, Intervention Implementation
Specialization
Candidates must be willing to attain Financial Counsellor Accreditation and possess a Diploma of Community Services (Financial Counselling) or be willing to undertake study immediately. Essential qualifications include a degree or extensive experience in welfare, finance, community services, psychology, or business, along with a current Employee Working with Vulnerable People Check.
Experience Required
Minimum 2 year(s)
Moneycare Financial Counsellor at The Salvation Army
Bendigo, Victoria, Australia - Full Time
Skills Needed
Financial Counselling, Casework, Advocacy, Case Planning, Outcomes Measurement, Record Keeping, Information Systems, Community Engagement, Cultural Competency, Self Determination, Needs Assessment, Intervention Strategies
Specialization
Candidates must possess Accreditation as a Financial Counsellor or be willing to attain it promptly, along with a Diploma of Community Services (Financial Counselling) or a willingness to undertake study. A degree or extensive experience in welfare, finance, community services, psychology, or business fields is also required, alongside a current Victoria Working with Children Check.
Experience Required
Minimum 2 year(s)
Money Coach at Texas A&M University System
Commerce, Texas, United States - Full Time
Skills Needed
Financial Wellness Coaching, Student Advocacy, Information Gathering, Problem Solving, Collaboration, Educational Publication Creation, Advising, Policy Input, Presentation Delivery, Time Management, Organizational Skills, Verbal Communication, Written Communication, Attention To Detail, Word Processing, Spreadsheet Applications
Specialization
A Bachelor's degree or equivalent combination of education and experience is required, along with knowledge of word processing and spreadsheet applications. Candidates must be comfortable speaking before groups and possess excellent communication, organizational, and problem-solving skills.
Financial Crime Manager at ACE Money Transfer
Dublin, Leinster, Ireland - Full Time
Skills Needed
Anti Money Laundering, Fraud Risk Management, Transaction Monitoring, Investigations, Suspicious Activity Reporting, Regulatory Engagement, Customer Due Diligence, Fraud Prevention, Data Insights, Analytical Skills, Communication Skills, Integrity, Discretion, Judgment, Team Management, Training
Specialization
Candidates should have 4-6 years of experience in AML and fraud risk management within regulated financial services, with a strong knowledge of Irish AML legislation. Professional certifications and experience with monitoring tools are desirable.
Experience Required
Minimum 5 year(s)
Assistant Financial Manager Mr Price Money at Mr Price Group Careers
Durban, KwaZulu-Natal, South Africa - Full Time
Skills Needed
Financial Reporting, Financial Planning, Budgeting, Month End, Financial Systems, Excel, Commercial Acumen, Leadership
Specialization
Candidates must possess a CA(SA) qualification and have 2 to 5 years of post-articles experience, preferably in a commercial setting with exposure to reporting, budgeting, and month-end processes. Strong proficiency in financial systems, advanced Excel skills, and demonstrated commercial acumen are required.
Experience Required
Minimum 2 year(s)
PMO Financial Services at Orion Systems Integrators LLC United Kingdom
Ambattur, tamil nadu, India - Full Time
Skills Needed
Pmo, Portfolio Management, Program Management, Project Tracking, Data Sanity, Vendor Coordination, Stakeholder Management, Budgeting, Financial Tracking, Reporting, Dashboards, Governance, Excel, Powerpoint, Vendor Management, Agile
Specialization
Candidates must have 10+ years of experience in PMO, portfolio, or program management, with strong proficiency in advanced Excel and PowerPoint for executive presentations. Required abilities include solid understanding of project financials, managing global stakeholders, and experience with vendor management and governance frameworks.
Experience Required
Minimum 10 year(s)
PMO Financial Services at Orion Systems Integrators LLC United Kingdom
Ambattur, tamil nadu, India - Full Time
Skills Needed
Pmo, Portfolio Management, Program Management, Project Tracking, Data Sanity, Vendor Coordination, Stakeholder Management, Reporting, Budgeting, Financials, Excel, Powerpoint, Governance, Delivery Excellence, Vendor Management, Agile
Specialization
Candidates must possess 10+ years of experience in PMO, portfolio, or program management, with strong proficiency in advanced Excel and PowerPoint for executive presentations. Essential qualifications include a solid understanding of project financials, proven experience managing global stakeholders, and strong communication skills.
Experience Required
Minimum 10 year(s)
Money Maker PT (NO CAP) at Palm Beach Tan - Old Trinity Management Company
, North Carolina, United States - Full Time
Skills Needed
Influencer Skills, Face To Face Interaction, Maintenance, Organization, Paperwork, Reliable Transportation, Flexible Availability
Specialization
Candidates must be at least 18 years old and possess the physical ability to stand, bend, and walk for extended periods, as well as lift 25 pounds unassisted. A high school diploma or equivalent and reliable transportation with flexible availability, including nights and weekends, are mandatory.
CRM Manager - Send Money at Wise
London, England, United Kingdom - Full Time
Skills Needed
Crm, Segmentation, Lifecycle Management, Stakeholder Engagement, Cross Channel Communications, Campaign Planning, Data Analysis, A/B Testing, Email Marketing, Customer Engagement, Collaboration, Project Management, Creative Design, Technical Skills, Analytics, Customer Centric Approach
Specialization
Candidates should have mid-level experience in B2C or CRM, focusing on segmentation and lifecycle management. A proven track record in cross-channel communications and strong analytical skills are also required.
Experience Required
Minimum 2 year(s)
Senior Product Designer at MoneySmart Group
, , Indonesia - Full Time
Skills Needed
Product Design, End To End Ownership, 0 To 1 Instincts, Strategic Design Decisions, Communication, Ux/Ui Principles, Interaction Design, User Research, Visual Design, Attention To Detail, Problem Solving, Ai Literacy, Generative Design, Prototyping, Stakeholder Alignment, Design Culture
Specialization
Candidates must have 5+ years of product design experience with a strong portfolio demonstrating ownership over complex products and strong 0-to-1 instincts for shaping problem spaces with incomplete information. Essential skills include exceptional communication, deep fluency in UX/UI principles, high craft standards, self-driven problem-solving, and foundational AI literacy.
Experience Required
Minimum 5 year(s)
Software Developer - Full Stack at MoneySmart Group
, , Philippines - Full Time
Skills Needed
Software Development, Full Stack Development, Backend Development, Frontend Development, Restful Apis, Relational Databases, Javascript Frameworks, Unit Testing, Integration Testing, End To End Testing, Ai Assisted Development, Prompt Engineering, Technical Design, Collaboration, Problem Solving, Critical Thinking
Specialization
Candidates should have a Bachelor's degree in a related field and at least 3 years of experience in software development. Strong skills in both backend and frontend technologies, as well as experience with AI-assisted tools, are required.
Experience Required
Minimum 2 year(s)
Financial Services Intern at Allworth Financial
Folsom, California, United States - Full Time
Skills Needed
Financial Planning, Wealth Management, Client Discovery, Salesforce, Moneyguide, Holistiplan, Wealth.Com, Scenario Modeling, Data Accuracy, Professional Communication, Analytical Skills, Problem Solving, Fiduciary Standards, Team Collaboration, Research, Account Opening
Specialization
Candidates must currently be pursuing a Bachelor’s degree with an anticipated graduation date between Winter 2026 and Summer 2027, showing a strong interest in pursuing the CFP® designation and a long-term career in wealth management. Required attributes include strong analytical, organizational, problem-solving skills, effective communication, and a professional presence.
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