UNKNOWN

FEED

Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. You'll be joining a growing team of engineers, lawyers, and investment analysts to make real-time decisions in a fast-paced environment.

<div class="content-intro"><h3>Intro description:</h3>Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices.</div>We're hiring an Investment Counsel to help deploy our latest litigation finance fund. You'll be joining a growing team of engineers, lawyers, and investment analysts to make real-time decisions in a fast-paced environment. If you're an experienced lawyer interested in building the future of law and finance, we'd love to talk with you.  Core responsibilities:<ul><li>Legal research and due diligence on investment opportunities</li><li>Preparation of investment memos</li><li>Real-time negotiation with plaintiffs and attorneys over investment terms and pricing</li><li>Training and working closely with the engineering team to translate legal knowledge into automation </li></ul>Qualifications:<ul><li>Bachelor's Degree in Political Science, History, Law or related field desirable or equivalent experience from a top-tier institution. </li><li>J.D. from an accredited top 20 law school</li><li>10+ years post-law school experience, including in a litigation practice at AmLaw 200 firm and/or comparable boutique firms</li><li>Experience with plaintiff-side representation, alternative fee arrangements, litigation finance, and/or in an asset-management environment are pluses but not required</li><li>Experience in several of the following areas: commercial litigation, breach of contract, antitrust, multidistrict litigation, employment disputes, whistleblower claims, corporate governance litigation</li></ul>

Legalist

Investment Counsel

GreenHouseAPI

OTHER

Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon's unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals. Drive territory sales by executing a proactive outbound strategy: client meetings, events, and follow-ups - demonstrating a strong sense of ownership, managing the territory like their own business-proactive, entrepreneurial, accountable.

Position Description:We are seeking a dynamic, results-driven Regional Director to lead sales efforts across Southern California. This individual will be responsible for cultivating and maintaining relationships with financial advisors while driving revenue growth through a consultative, solutions-oriented approach. The Regional Director is responsible for raising net new assets for the firm and servicing the firm's existing client base across Horizon's key accounts, RIAs, and other points of distribution. This position requires that you are well organized, structured, and can be disciplined in sales systems and processes.The ideal candidate is a proactive sales professional with deep industry expertise, an entrepreneurial mindset, and a proven ability to translate client needs into actionable outcomes. Success in this role requires a strong command of consultative selling and the ability to differentiate by delivering holistic value beyond product, consistently uncovering and addressing advisor needs.Key Responsibilities:<ul><li style="line-height:normal">Drive territory sales by executing a proactive outbound strategy: client meetings, events, and follow-ups - demonstrating a strong sense of ownership, managing the territory like their own business-proactive, entrepreneurial, accountable.</li><li style="line-height:normal">Travel within the territory to build and maintain strong client relationships through regular communication and meetings to achieve sales targets.</li><li style="line-height:normal">Meets or exceeds all territory and firm sales goals for their assigned territory.</li><li style="line-height:normal">Develop and maintain a deep understanding of the firm's products and services to effectively communicate the value of Horizon's solutions that best align with their business objectives.</li><li style="line-height:normal">Develop, implement, and maintain a territory business plan in partnership with the National Sales Director to increase sales revenue and market share within an assigned area of responsibility, targeting specific advisor segments and key accounts.</li><li style="line-height:normal">Work collaboratively with a dedicated Internal Advisory Specialist to maximize territory sales efforts and meet sales targets.</li><li style="line-height:normal">Maintain a disciplined sales process: tracking pipeline activity, key KPIs, advisor engagement, and follow-up tasks in CRM.</li><li style="line-height:normal">Provide superior service to ensure growth and retention of assets, serving as a trusted advisor to clients, providing investment insights, guidance, and business consultation.</li><li style="line-height:normal">Represent the firm as a trusted solutions partner at national conferences, regional meetings, and other industry events to promote the firm's offerings and value proposition and promote brand awareness.</li><li style="line-height:normal">Maintain all activity in dedicated CRM to properly track all sales efforts, client contacts and any other necessary information.</li></ul>What Makes You a Great Fit:<ul><li style="line-height:normal">Proven track record in financial services sales, especially in a wholesaler role with a history of meeting and exceeding sales targets.</li><li style="line-height:normal">Success in this role requires a strong command of consultative selling and the ability to differentiate by delivering holistic value beyond product, consistently uncovering and addressing advisor needs.</li><li style="line-height:normal">You must be a self-starter who thrives in an entrepreneurial environment.</li><li style="line-height:normal">Understands and applies concepts of goals-based investing, planning-first engagement, and a solutions-based sales approach.</li><li style="line-height:normal">You possess strong communication and interpersonal skills, with the ability to build and maintain strong client relationships.</li><li style="line-height:normal">Comprehensive knowledge of financial markets, investment advisory products, and industry trends.</li></ul>Qualifications and Requirements: The Regional Director will be based out of their respective home office that's required to be in one of the major regions within their geographic territory and have access to a major airport that serves all of their respective states.<ul><li style="line-height:normal">Bachelor's degree in Finance, Business, or related field</li><li style="line-height:normal">Minimum 5 years of experience in financial services related sales or consulting</li><li style="line-height:normal">Experience with large independent broker-dealers firms and registered investment advisers required.</li><li style="line-height:normal">FINRA series 7 and 65/66 required</li><li style="line-height:normal">Ability to meet extensive travel requirements.</li><li style="line-height:normal">Established relationships within territory</li></ul>Firm Overview: Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon's unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals. Job Posted by ApplicantPro

Horizon Investments

Regional Director (Investment Management Field) - Southern California

Brand Marketing (Branding)

Brokerage

Business Development

Business Plan

Communication Skills

Conferences

Consultative Sales

Customer Relations

Customer Relationship Management (CRM)

Develop and Maintain Customers

Entrepreneurship

Exceeded Sales Goal

Finance

Financial Services

Industry/Trade Analysis

Intellectual Property (IP)

Interpersonal Skills

Investment Management

Market Share

Meet Sales Quota

National Sales

Organizational Skills

Performance Metrics

Regional Sales

Registered Investment Advisor (RIA)

Revenue Growth

Rich Internet Application (RIA)

Sales

Solution Sales

Stock Market

Technical Leadership

Technical Support

Territory Management

Wealth Management

Willing to Travel

Talent Acquisition

YEAR

Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.

The OpportunityGreysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities<ul><li>Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions.</li><li>Become an expert in your market by staying up to date on industry trends and activity.</li><li>Prospect, cultivate, and maintain client relationships.</li><li>Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews. </li><li>Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process.</li><li>Represent yourself, your colleagues, and Greysteel with professionalism and integrity.</li></ul>Successful Advisors Have<ul><li>An entrepreneurial mindset and strong desire to build your own business.</li><li>An exceptional work ethic </li><li>Demonstrated ability to work independently, set and exceed goals.</li><li>Coachability and eagerness to constantly learn.</li><li>The ability to communicate complex ideas. </li><li>A Bachelor’s degree or two years related work experience.</li></ul>What We Offer<ul><li>A powerful training and development program with exposure to a vast network of industry professionals</li><li>Collaborative platform and a shared database of clients.</li><li>The freedom to build your own business within a proven model for success supported by the Greysteel Engine.</li><li>Unlimited earning potential through a commission-only role.</li></ul>Powered by JazzHR

Greysteel Company Llc

Real Estate Agent / Associate (Investment Sales)

Analysis Skills

Coaching

Commercial Real Estate

Due Diligence

Financial Modeling

Marketing

Real Estate Sales

Sales Management

Set Goals

Team Player

Transaction Processing/Management

partner JazzHR

ADAPTED_NOW

Support the Treasury team in the efficient system utilization of daily cash management activities, including bank reconciliation, cash forecasting and investment management, identify and implement improvements as required. With Treasury Management Systems, Risk, Swift Experience Responsible for the delivery of the execution and oversight of effective Treasury system risk management activities within Finance with key responsibilities.

<div><a name="_Hlk142128372">Job Title </a>- Treasury Business Analyst Location - San Jose, CA (Remote) Duration - 12 Months Rate - DOE U.S. Citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time. JOB DESCRIPTION Must Have Skill Set: With Treasury Management Systems, Risk, Swift Experience <ol><li>Responsible for the delivery of the execution and oversight of effective Treasury system risk management activities within Finance with key responsibilities.</li><li>Act as a subject matter expert for the Quantum Treasury management system, eBAMf (bank account management system) and SWIFT. </li><li>Collaborate with Treasury, IT and Finance teams to identify, analyze and implement process improvements related to cash management and SWIFT messaging. </li><li>Partner with technology team and users to develop and maintain SLA's on various activities </li><li>Support the Treasury team in the efficient system utilization of daily cash management activities, including bank reconciliation, cash forecasting and investment management, identify and implement improvements as required. </li><li>Work closely with IT to support Quantum upgrade and enhancements to improve automation and efficiency in Treasury operations. </li><li>Provide training and support to Treasury team members on the use of Quantum and SWIFT. </li><li>Stay current with new developments in Treasury management systems, SAP and SWIFT messaging, and recommend new technologies to improve operations. </li></ol> Knowledge, Skills, and Abilities: <ol><li>Bachelor's degree in Finance, Accounting or related field. </li><li>Minimum of 7 years of experience in Treasury operations, including experience with Quantum Treasury management system and SWIFT messaging. </li><li>Strong understanding of cash management, investment management processes and related Accounting rules. </li><li>Excellent analytical and problem-solving skills, with the ability to think creatively and outside the box. </li><li>Ability to work independently and effectively prioritize tasks in a fast-paced environment. </li><li>Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner. </li><li>Strong project management skills, with the ability to lead cross-functional teams and drive projects to completion. </li></ol> </div>

Georgia Tek Systems

Treasury Business Analyst -Remote

Accounting

Accounting Policies

Automation

Bank Management

Business Analysis

Cash Management

Cross-Functional

Establish Priorities

Financial Operations

Financial Risk Management

Forecasting

Leadership

Messaging Technology

Operational Improvement

Operational Strategy

Presentation/Verbal Skills

Problem Solving Skills

Process Analysis

Process Improvement

Project/Program Management

Reconciliation

Service Level Agreement (SLA)

Systems Administration/Management

Team Lead/Manager

Training/Teaching

Treasury

Treasury Management

Writing Skills

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Investment CounselLegalist

Regional Director (Investment Management Field) - Southern CaliforniaHorizon Investments

Real Estate Agent / Associate (Investment Sales)Greysteel Company Llc

Treasury Business Analyst -RemoteGeorgia Tek Systems

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