Equity Research Jobs in Nashville.
All active Equity Research roles based in Nashville.
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Summary
At Pilot, we ingest over 7,000,000 transactions per year across more than 700 platforms — powered by a combination of expert human bookkeepers and AI agents working together. To support our fast-growing customer base, it's more important than ever to ensure that both our people and our automated systems can reliably access the data needed to produce accurate, high-quality financial reports.
We are hiring a Program Manager to support the Customer Operations teams. At Pilot, Customer Operations is responsible for delivering a high-value customer experience, producing high-quality month-end close accounting deliverables, and continuously improving processes through emerging technologies — including agentic AI.
This Program Manager is the key owner of all platform and financial data access processes at Pilot, for both human and AI-driven workflows. This person is process-oriented and thrives in problem-solving environments. You will work cross-functionally with our operations departments and with external platform partners to unblock access problems, document customer onboarding processes, and provide clear guidance to our operations team and AI systems on how to onboard customers and connect institutions to Pilot.
Key Responsibilities
- Manage admin console accounts and platform credentials, ensuring seamless access for both human operators and AI agents
- Work with external platforms to resolve access and integration issues across manual and automated workflows
- Produce and maintain accurate onboarding instructions for our customers
- Create and update internal documentation covering access provisioning, sync processes, and risk mitigation
- Maintain access- and platform-related ticketing queues, identifying patterns that could be resolved through automation
- Develop workflows and guardrails for accessing new institutions in compliance with Pilot guidelines
- Support and expand automation for platform onboarding, partnering with engineering and AI teams to reduce manual steps over time
About You
- Bachelor's degree or equivalent experience and 5+ years of relevant work experience in accounting/finance platform management, customer success, customer onboarding, or program management
- Systems thinker who can independently carry out rigorous, actionable analysis — and translate findings into processes that work for humans and machines alike
- Research-focused, with the ability to dive deep into complex platform access and integration problems
- Exceptional communication skills, with the ability to create clear, easy-to-follow processes for customers, internal users, and technical teams building AI tooling
- Genuine curiosity about AI and automation, with a willingness to actively experiment with agentic workflows — not just observe them
- Comfortable navigating ambiguity in a fast-paced, rapidly evolving environment where the line between human and AI work is shifting
About Pilot
Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.
Pilot has over 3,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion – Meet Fintech’s Newest Unicorn.
Why Pilot?
- We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
- The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
- Flexible vacation/time-off policy
- All federal holidays are observed
- Competitive benefits package including wellness benefits such as Modern Health, Headspace, One Medical, Aaptiv and Rightway
- Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
- 401(k) plan
The base pay range target for the role seniority described in this job description is $62,000- $84,000 in Nashville, TN. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.
Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, information about requesting a reasonable accommodation in the job application process, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here.
Ready to apply?
Apply to Pilot.com
Vice President, Investment Accounting Policy
Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading providers of legacy reinsurance solutions. They work with the world’s leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re’s roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re’s leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re.
The VP, Investments Accounting Policy role will be a forward-thinking subject matter expert who actively leverages emerging technologies in technical accounting research and application with respect to the organization’s complex investment portfolio under both U.S. GAAP and U.S. Statutory accounting requirements.
This position will lead the technical research with respect to:
-
The consolidation assessment of complex investment transaction structures under the variable interest entity and voting models;
-
The accounting for strategic new investment vehicles including based on the equity method, Fair Value Option (“FVO”) and/or accounting for underlying assets based on the fixed maturity, equity interest or loan models, including consideration of beneficial interests;
-
Financing, derivatives, including those related to insurance products and embedded derivatives in the reinsurance contracts, as well hedge accounting, securities lending transactions and other unique transactions.
The VP, Investments Accounting Policy role will be required to collaborate across function, with a basic understanding of how our investment portfolio supports the insurance liabilities, to ensure that the related accounting policy adheres to U.S. GAAP, U.S. Statutory and Bermuda accounting frameworks, as well as capital requirements. This role reports to the SVP, Head of Accounting Policy.
What You Will Do:
-
Serve as the technical specialist for complex investment asset classes and structures under the requirements of U.S. GAAP and U.S. Statutory accounting with specific expertise in ASC 810 Consolidation, ASC 815 Derivatives and Hedging, ASC 323 Equity Method and Joint Ventures, ASC 860 Transfers and Servicing of Financial Assets.
-
Main point of contact for the investment office for complex transactions and structures for investments within these complex strategic asset classes, defining the related accounting and collaboration with the financial reporting team regarding operational set up for these to ensure execution of these results adheres to GAAP.
-
Proactively adopt and integrate AI-powered tools and platforms into research and execution workflows as a force multiplier for research productivity and insight generation.
-
Be a trusted resource for the investment accounting team regarding all technical accounting matters relating to the Company’s investment portfolios.
-
Assist in researching, assessing, and documenting the accounting implications for significant or unusual transactions, leveraging standard templates.
-
Monitoring, analyzing, and documenting developments (including new standards) from the FASB, SEC and NAIC that could impact the Company’s accounting policies, practices, and disclosures.
-
Contribute to the documentation of financial processes and controls to promote compliance with the Company’s internal control program, with a specific focus on technical accounting matters.
-
As necessary, assist team members providing real-time advice regarding U.S. GAAP and U.S. Statutory accounting policy implications to support the corporate development process for new transactions, including the investment side of new reinsurance transactions.
-
Providing training and coaching to new and existing staff as needed.
-
Other related duties, as assigned.
What You Will Have:
-
Bachelor’s Degree and internationally recognized accounting designation (CPA or CA) required.
-
Minimum of 8 years of experience, relevant investment background preferred. Significant public accounting firm experience preferred. Insurance sector exposure preferred.
-
Demonstrable experience with accounting for complex investment asset classes and structures including specific expertise in the consolidation assessment of private equity asset structures under the variable interest and voting interest consolidation models.
-
Strong written and communication skills, including ability to represent the technical accounting positions with our private equity and asset manager vendors.
-
Ability to work at a fast pace and handle shifting priorities.
-
Detail oriented and highly organized with outstanding technical memorandum writing ability.
-
Possess strong research, communication, and analytical skills.
-
Ability to work independently and collaboratively.
-
Ability to keep abreast of developments in U.S. GAAP and U.S. Statutory accounting guidance and SEC regulations.
-
Supports our core values by communicating and teaming effectively across different cultures and levels within the organization.
#LI-Hybrid
The base salary range for this role is listed below and will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package.
At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone—regardless of background, race, religion, sexual orientation or gender identity—feels valued and respected is a foundation of our culture.
We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.
To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes.
Check us out on YouTube: About Fortitude Re (youtube.com)
Ready to apply?
Apply to Fortitude Re
Vice President, Investment Accounting Policy
Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading providers of legacy reinsurance solutions. They work with the world’s leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re’s roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re’s leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re.
The VP, Investments Accounting Policy role will be a forward-thinking subject matter expert who actively leverages emerging technologies in technical accounting research and application with respect to the organization’s complex investment portfolio under both U.S. GAAP and U.S. Statutory accounting requirements.
This position will lead the technical research with respect to:
-
The consolidation assessment of complex investment transaction structures under the variable interest entity and voting models;
-
The accounting for strategic new investment vehicles including based on the equity method, Fair Value Option (“FVO”) and/or accounting for underlying assets based on the fixed maturity, equity interest or loan models, including consideration of beneficial interests;
-
Financing, derivatives, including those related to insurance products and embedded derivatives in the reinsurance contracts, as well hedge accounting, securities lending transactions and other unique transactions.
The VP, Investments Accounting Policy role will be required to collaborate across function, with a basic understanding of how our investment portfolio supports the insurance liabilities, to ensure that the related accounting policy adheres to U.S. GAAP, U.S. Statutory and Bermuda accounting frameworks, as well as capital requirements. This role reports to the SVP, Head of Accounting Policy.
What You Will Do:
-
Serve as the technical specialist for complex investment asset classes and structures under the requirements of U.S. GAAP and U.S. Statutory accounting with specific expertise in ASC 810 Consolidation, ASC 815 Derivatives and Hedging, ASC 323 Equity Method and Joint Ventures, ASC 860 Transfers and Servicing of Financial Assets.
-
Main point of contact for the investment office for complex transactions and structures for investments within these complex strategic asset classes, defining the related accounting and collaboration with the financial reporting team regarding operational set up for these to ensure execution of these results adheres to GAAP.
-
Proactively adopt and integrate AI-powered tools and platforms into research and execution workflows as a force multiplier for research productivity and insight generation.
-
Be a trusted resource for the investment accounting team regarding all technical accounting matters relating to the Company’s investment portfolios.
-
Assist in researching, assessing, and documenting the accounting implications for significant or unusual transactions, leveraging standard templates.
-
Monitoring, analyzing, and documenting developments (including new standards) from the FASB, SEC and NAIC that could impact the Company’s accounting policies, practices, and disclosures.
-
Contribute to the documentation of financial processes and controls to promote compliance with the Company’s internal control program, with a specific focus on technical accounting matters.
-
As necessary, assist team members providing real-time advice regarding U.S. GAAP and U.S. Statutory accounting policy implications to support the corporate development process for new transactions, including the investment side of new reinsurance transactions.
-
Providing training and coaching to new and existing staff as needed.
-
Other related duties, as assigned.
What You Will Have:
-
Bachelor’s Degree and internationally recognized accounting designation (CPA or CA) required.
-
Minimum of 8 years of experience, relevant investment background preferred. Significant public accounting firm experience preferred. Insurance sector exposure preferred.
-
Demonstrable experience with accounting for complex investment asset classes and structures including specific expertise in the consolidation assessment of private equity asset structures under the variable interest and voting interest consolidation models.
-
Strong written and communication skills, including ability to represent the technical accounting positions with our private equity and asset manager vendors.
-
Ability to work at a fast pace and handle shifting priorities.
-
Detail oriented and highly organized with outstanding technical memorandum writing ability.
-
Possess strong research, communication, and analytical skills.
-
Ability to work independently and collaboratively.
-
Ability to keep abreast of developments in U.S. GAAP and U.S. Statutory accounting guidance and SEC regulations.
-
Supports our core values by communicating and teaming effectively across different cultures and levels within the organization.
#LI-Remote
The base salary range for this role is listed below and will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package.
At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone—regardless of background, race, religion, sexual orientation or gender identity—feels valued and respected is a foundation of our culture.
We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.
To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes.
Check us out on YouTube: About Fortitude Re (youtube.com)
Ready to apply?
Apply to Fortitude Re
Vice President, Investment Accounting Policy
Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading providers of legacy reinsurance solutions. They work with the world’s leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re’s roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re’s leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re.
The VP, Investments Accounting Policy role will be a forward-thinking subject matter expert who actively leverages emerging technologies in technical accounting research and application with respect to the organization’s complex investment portfolio under both U.S. GAAP and U.S. Statutory accounting requirements.
This position will lead the technical research with respect to:
-
The consolidation assessment of complex investment transaction structures under the variable interest entity and voting models;
-
The accounting for strategic new investment vehicles including based on the equity method, Fair Value Option (“FVO”) and/or accounting for underlying assets based on the fixed maturity, equity interest or loan models, including consideration of beneficial interests;
-
Financing, derivatives, including those related to insurance products and embedded derivatives in the reinsurance contracts, as well hedge accounting, securities lending transactions and other unique transactions.
The VP, Investments Accounting Policy role will be required to collaborate across function, with a basic understanding of how our investment portfolio supports the insurance liabilities, to ensure that the related accounting policy adheres to U.S. GAAP, U.S. Statutory and Bermuda accounting frameworks, as well as capital requirements. This role reports to the SVP, Head of Accounting Policy.
What You Will Do:
-
Serve as the technical specialist for complex investment asset classes and structures under the requirements of U.S. GAAP and U.S. Statutory accounting with specific expertise in ASC 810 Consolidation, ASC 815 Derivatives and Hedging, ASC 323 Equity Method and Joint Ventures, ASC 860 Transfers and Servicing of Financial Assets.
-
Main point of contact for the investment office for complex transactions and structures for investments within these complex strategic asset classes, defining the related accounting and collaboration with the financial reporting team regarding operational set up for these to ensure execution of these results adheres to GAAP.
-
Proactively adopt and integrate AI-powered tools and platforms into research and execution workflows as a force multiplier for research productivity and insight generation.
-
Be a trusted resource for the investment accounting team regarding all technical accounting matters relating to the Company’s investment portfolios.
-
Assist in researching, assessing, and documenting the accounting implications for significant or unusual transactions, leveraging standard templates.
-
Monitoring, analyzing, and documenting developments (including new standards) from the FASB, SEC and NAIC that could impact the Company’s accounting policies, practices, and disclosures.
-
Contribute to the documentation of financial processes and controls to promote compliance with the Company’s internal control program, with a specific focus on technical accounting matters.
-
As necessary, assist team members providing real-time advice regarding U.S. GAAP and U.S. Statutory accounting policy implications to support the corporate development process for new transactions, including the investment side of new reinsurance transactions.
-
Providing training and coaching to new and existing staff as needed.
-
Other related duties, as assigned.
What You Will Have:
-
Bachelor’s Degree and internationally recognized accounting designation (CPA or CA) required.
-
Minimum of 8 years of experience, relevant investment background preferred. Significant public accounting firm experience preferred. Insurance sector exposure preferred.
-
Demonstrable experience with accounting for complex investment asset classes and structures including specific expertise in the consolidation assessment of private equity asset structures under the variable interest and voting interest consolidation models.
-
Strong written and communication skills, including ability to represent the technical accounting positions with our private equity and asset manager vendors.
-
Ability to work at a fast pace and handle shifting priorities.
-
Detail oriented and highly organized with outstanding technical memorandum writing ability.
-
Possess strong research, communication, and analytical skills.
-
Ability to work independently and collaboratively.
-
Ability to keep abreast of developments in U.S. GAAP and U.S. Statutory accounting guidance and SEC regulations.
-
Supports our core values by communicating and teaming effectively across different cultures and levels within the organization.
#LI-Hybrid
The base salary range for this role is listed below and will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package.
At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone—regardless of background, race, religion, sexual orientation or gender identity—feels valued and respected is a foundation of our culture.
We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.
To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes.
Check us out on YouTube: About Fortitude Re (youtube.com)
Ready to apply?
Apply to Fortitude Re
Hedged Equity Trader
Position Summary
We are seeking a highly analytical and disciplined Trader to execute and manage long only and hedged equity strategies in separately managed accounts (SMAs). The equities strategies include the utilization of options and/or short positions. The ideal candidate will have a strong understanding of options pricing, volatility, risk management, and execution, along with a solid grasp of how these strategies are applied within broader portfolios. This includes an understanding of underlying equity positions, position sizing, sector exposures, and how options impact overall portfolio construction. This role also demands strong quantitative skills, real-time decision-making ability, and a consistent track record of disciplined execution.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Primary Responsibilities
- Execute and monitor the individual stock (long only and hedged) trading strategies across Separately Managed Accounts (SMAs).
- Maintain a strong understanding of underlying portfolios, including individual holdings, position weights, target allocations, and sector exposures, and how these inputs inform options strategy implementation.
- Execute tax-loss harvesting trades within the confines of the aforementioned strategies.
- Manage trade execution, client allocations, and performance reporting processes.
- Provide feedback and insight to the Portfolio Management and investment teams to inform and refine investment strategies.
- Maintain and manage risk exposures in real-time, adhering to firm and regulatory limits.
- Use proprietary and third-party tools to model trade outcomes and assess risk/reward profiles.
- Collaborate with sell-side firms, portfolio managers, research, operations, and technology teams to ensure accuracy across trade allocations and performance reporting.
- Generate performance reports and contribute to post-trade analysis and strategy improvement.
- Stay up to date on market developments, trading regulations, and industry best practices.
- Manage multiple workflows and projects simultaneously while maintaining a high degree of accuracy and accountability.
- Communicate to stakeholders, including firm advisors and clients (as needed).
Qualifications
- Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field.
- 3+ years of trading experience, preferably with individual equities and listed options.
- Strong knowledge of derivatives pricing models (Black-Scholes, Greeks, volatility skew/smile).
- Proficiency in trading platforms (e.g., Bloomberg, ThinkOrSwim, TradeStation, Eikon) and analytical tools (Python, Excel/VBA, R, or similar).
- Ability to communicate clearly and collaborate across teams in a fast-paced environment.
- Excellent risk management discipline and ability to make decisions under pressure.
- Detail oriented with the ability to develop and manage checks and balances to ensure accuracy of trades and allocations to client accounts.
The annualized base pay range for this role is expected to be $125,000 - $150,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
#LI-KT1
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Ready to apply?
Apply to Focus Financial Partners
Hedged Equity Trader
Position Summary
We are seeking a highly analytical and disciplined Trader to execute and manage long only and hedged equity strategies in separately managed accounts (SMAs). The equities strategies include the utilization of options and/or short positions. The ideal candidate will have a strong understanding of options pricing, volatility, risk management, and execution, along with a solid grasp of how these strategies are applied within broader portfolios. This includes an understanding of underlying equity positions, position sizing, sector exposures, and how options impact overall portfolio construction. This role also demands strong quantitative skills, real-time decision-making ability, and a consistent track record of disciplined execution.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Primary Responsibilities
- Execute and monitor the individual stock (long only and hedged) trading strategies across Separately Managed Accounts (SMAs).
- Maintain a strong understanding of underlying portfolios, including individual holdings, position weights, target allocations, and sector exposures, and how these inputs inform options strategy implementation.
- Execute tax-loss harvesting trades within the confines of the aforementioned strategies.
- Manage trade execution, client allocations, and performance reporting processes.
- Provide feedback and insight to the Portfolio Management and investment teams to inform and refine investment strategies.
- Maintain and manage risk exposures in real-time, adhering to firm and regulatory limits.
- Use proprietary and third-party tools to model trade outcomes and assess risk/reward profiles.
- Collaborate with sell-side firms, portfolio managers, research, operations, and technology teams to ensure accuracy across trade allocations and performance reporting.
- Generate performance reports and contribute to post-trade analysis and strategy improvement.
- Stay up to date on market developments, trading regulations, and industry best practices.
- Manage multiple workflows and projects simultaneously while maintaining a high degree of accuracy and accountability.
- Communicate to stakeholders, including firm advisors and clients (as needed).
Qualifications
- Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field.
- 3+ years of trading experience, preferably with individual equities and listed options.
- Strong knowledge of derivatives pricing models (Black-Scholes, Greeks, volatility skew/smile).
- Proficiency in trading platforms (e.g., Bloomberg, ThinkOrSwim, TradeStation, Eikon) and analytical tools (Python, Excel/VBA, R, or similar).
- Ability to communicate clearly and collaborate across teams in a fast-paced environment.
- Excellent risk management discipline and ability to make decisions under pressure.
- Detail oriented with the ability to develop and manage checks and balances to ensure accuracy of trades and allocations to client accounts.
The annualized base pay range for this role is expected to be $125,000 - $150,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
#LI-KT1
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
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Apply to Focus Partners Wealth
About Us
About the Role
As a Provider Partnerships Manager, you’ll be instrumental in advancing our mission to enhance health outcomes for as many patients as possible. Your primary goal will be to grow patient referrals to Nourish by establishing and nurturing relationships with healthcare provider partners. These partners include primary care physicians, specialist physicians, and other healthcare professionals who refer their patients to us for nutrition support. In this role, you'll report directly to one of our Provider Partnerships Regional Managers.
Please Note: This is a full-time role and you must be located in Nashville, TN.
Key Responsibilities:
In this role, you’ll take end-to-end ownership of building relationships with Nourish’s provider partners. While creativity is strongly encouraged in tailoring your engagement strategies, core responsibilities include:
- Spotting Opportunities: Identify new provider partner leads via proactive research and prospecting.
- Connecting & Converting: Reach out to leads and activate them as referral partners.
- Fostering & Strengthening Relationships: Continuously nurture existing partnerships through regular in-person visits, emails, and other thoughtful interactions.
In addition, you’ll contribute to the overall development of the Provider Partnerships function by shaping internal and external processes, educational resources, and more.
You’ll love this role if:
- You’re passionate about Nourish’s mission. You’re interested in nutrition and are eager to help solve America’s healthcare crisis.
- You have a knack for building and maintaining strong relationships. You’re naturally curious about others and feel driven to establish meaningful connections. You’re an effective listener and know how to ask the right questions.
- You are relentlessly resourceful and persistently pursue success. You demonstrate both tenacity and creativity to overcome challenges. You excel in “figuring things out” and look for unconventional approaches to achieve goals. Your resilience allows you to turn obstacles into opportunities.
- You’re energized by working autonomously. You prefer taking ownership and responsibility for the processes you lead, even when it means stepping outside of your comfort zone.
- You enjoy juggling several responsibilities simultaneously. You feel comfortable managing multiple accounts while seeking new opportunities.
- You thrive in a fast-paced start-up environment. The hustle, striving towards goals, and rapidly evolving environments excite you. You are comfortable with ambiguity and can be flexible in your approach.
- You don’t settle for ‘good enough’. You proactively seek areas for improvement, both personally and organizationally. You’re coachable and appreciate feedback. You bring up suggestions for change.
We’d love to hear from you if you have:
- 2+ years of direct experience engaging with providers in a BD, sales, account management or partnerships capacity
- Exceptional communication skills (written and verbal).
- Strong time management and organizational skills.
- Proficiency with CRM software (Salesforce preferred) and an aptitude for learning new systems.
Please note that you must be legally authorized to work in the U.S. for this position.
More Information
Ready to apply?
Apply to Nourish
Senior Customer Success Manager
At Trella Health, we are passionate and committed to our mission: empowering meaningful change in healthcare. Since our founding in 2015, we continue to grow our team, enhance our solution and services offerings, accelerate into new markets, and expand our customer base. We are rapidly growing and are looking for new Trellavators to join our team!
“What is a Trellavator?” you ask. Innovate and elevate is the name of our game! We go above and beyond to collaborate with and support each other. We believe that when a colleague or customers succeeds, we succeed. By learning from others, building on our successes, and taking risks, we constantly raise the bar. After all, continuous improvement is in our DNA. Our word is paramount, we keep our commitments, and we always follow through. We have a strong, reliable support system that fuels growth, collaboration, and passion—and together, we create a positive environment where everyone at Trella Health, including the customers we support, can thrive. Are you ready to learn more about the opportunities with our team? Trell-yeah you are!
Come join the Trella team as a Senior Customer Success Manager, where you will be the main point of contact for our customers, working closely with their champions and growth-minded leaders to ensure they fully understand and gain value from our solutions. This role combines the responsibilities of managing solution adoption and renewals with offering strategic advice that drives growth for our clients. Your expertise will play a crucial role in helping customers leverage our offerings effectively, fostering lasting partnerships along the way.
As a member of the Customer Success team, you will partner across all functions to bring the Voice of the Customer to the business and ensuring We Never Stop Improving as We Strive for Better Healthcare.
Reports to: Vice President, Customer Success
Location: Atlanta, GA; Nashville, TN or Philadelphia, PA regions strongly preferred; other regions considered.
As a Senior CSM at Trella, you will:
- Own the post-sale lifecycle for a portfolio of accounts—onboarding, adoption, renewal, and expansion.
- Serve as the primary customer contact, driving engagement cadence and customer health reporting.
- Deliver ongoing best-practice enablement to accelerate adoption and value realization.
- Lead business reviews, sharing product updates and aligning on priorities and outcomes.
- Maintain accurate account data, activity tracking, and renewal forecasts.
- Build and execute success plans to achieve KPIs (e.g., references and NPS targets).
- Invest in continuous learning to strengthen product expertise and customer impact.
- Develop and maintain strong healthcare domain knowledge to advise with credibility.
- Monitor engagement, usage, and outcomes to shape account strategy and prioritize actions.
- Translate product capabilities into customer-specific value, outcomes, and ROI.
- Apply industry context to solution positioning, adoption strategy, and value realization.
- Use data and customer feedback to guide conversations, mitigate risk, and refine success plans.
You might be a fit for this role if you have:
- 2-5 years of experience in a Customer Success or Account Management role, preferably within a B2B SaaS environment.
- Must be tech-savvy to be able to understand technical concepts around our product.
- Strong strategic, analytical, and relationship skills; able to manage conflicting priorities effectively.
- Ability to effectively manage customer relationships at various levels and use data driven discussions to build trusted partnerships, navigating conflicting perspectives appropriately.
- Demonstrated success that shows your ability to be professionally assertive and a customer focused problem solver.
- Come prepared and ready for customer facing work and open to travel up to 20%
Preferred by not required:
- Experience within the healthcare tech industry.
- Familiarity with Post-Acute Provider (Home Health, Hospice, SNF).
- Experience with healthcare claims data analysis.
- Exposure to data integrations.
About Trella Health:
Trella Health provides unmatched, actionable market intelligence to post-acute care and value-based care providers of all sizes. Our industry leading analytics paired with CRM and EHR integration workflows positions us as the most advanced sales enablement platform for the post-acute care market. One of only a few companies to be deemed both a Qualified Entity by CMS and an Innovator under its Virtual Research Data Center Program, Trella has elite access to billions of performance metrics and referral data to enable competitive positioning across the market. Its standardized insights, representing 90% of all lives 65+ U.S. population, help customers identify, engage, and manage critical relationships and advance their organizations with certainty.
Since launching our first product in 2016, we have experienced tremendous growth and have highlighted a few key data points to get an at-a-glance view of Trella:
- Over 1,000 customers including 10 of the top 10 post-acute providers and 4 of the top 10 health systems
- Over 150 team members and growing
- Recognized as one of Modern Healthcare’s “Best Places to Work” in consecutive years and were ranked in the Top 50 startups in the US by LinkedIn
- Headquartered in Atlanta, GA with remote hubs in Nashville, Philadelphia, the Philippines, and Latin America.
The Trellavator Experience:
At Trella Health, you can expect to join a welcoming team that truly embodies our core values. Our collaborative culture is anchored by trust, transparency, and inclusion—and we also have a lot of fun. No matter where you work, at Trella Health you can expect an awesome team, frequent virtual gatherings, engaging events, casual attire, and more.
We offer competitive salaries with a comprehensive benefits package to all employees and provide an environment that fosters work-life harmonization with Flexible Paid Time Off, along with remote-first work arrangements. As we continue to see exponential growth, our goal is to continue to put team members first and strive to offer our team members the best culture and benefits possible. Some of the benefits we provide are:
- Health, Dental, Vision & Voluntary Benefits
- Competitive Salary & Bonus Plans
- 401k Retirement Savings
- Flexible PTO & 10 Paid Holidays
- Flexible Work Hours
- Equity Shares
- Paid Leave Programs
- Marketplace for discounted retail and entertainment
Equal Opportunity Employer
Trella Health is an equal opportunity employer. All persons will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, handicap, veteran status, genetic information, or any other protected status as recognized by federal, state, or local laws.
Ready to apply?
Apply to Trella Health
- Source and close net new logos within a given territory
- Have the ability to navigate complex organizational structures and identify executive sponsors and champions
- Research and understand the business objectives of your customers and have the ability to perform a value drive sales cycle
- Collaborate with internal partners to move deals forward and ensure customer success
- You will consistently deliver ARR revenue targets and drive success through a metric based approach
- Develop and execute sales strategies and tactics to generate pipeline, drive sales opportunities and deliver repeatable and predictable bookings
- Provide timely and insightful input back to other corporate functions
- Create ROI and business justification reports based off of a data driven approach
- Run tight POCs based off of business success criteria
- 2+ years of closing experience in Sales with a track record of being a top performer
- Ability to learn, pitch and demonstrate a highly technical product and have the ability to adapt in a fast growing and changing environment
- Have clear examples of deals closing you have been directly involved in
- Effectively use a repeatable method for uncovering greenfield opportunities and building out a new territory
- Previous experience building relationships and selling face to face to C level executives
- Knowledge of best of breed softwares and a technical understanding of integrations, APIs, infrastructure management, security and analytics
- Experience selling technical SaaS and cloud based software solutions
- Basic understanding of search infrastructure is a plus
- You have previous experience working with multiple teammates including SEs, BDRs, PMs, Executives & Engineers
- Experience with target account selling, solution selling, and using MEDDPIC and Challenger (or similar) methodologies is a plus.
- This role is hybrid (4 days a week in our Nashville office)
By clicking “Submit Application,” I confirm that I have read the Global Data Privacy Notice and the Applicant Arbitration Agreement, and I agree to the terms.
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- Source and close net new logos within a given territory
- Have the ability to navigate complex organizational structures and identify executive sponsors and champions
- Research and understand the business objectives of your customers and have the ability to perform a value drive sales cycle
- Collaborate with internal partners to move deals forward and ensure customer success
- You will consistently deliver ARR revenue targets and drive success through a metric based approach
- Develop and execute sales strategies and tactics to generate pipeline, drive sales opportunities and deliver repeatable and predictable bookings
- Provide timely and insightful input back to other corporate functions
- Create ROI and business justification reports based off of a data driven approach
- Run tight POCs based off of business success criteria
- 2+ years of closing experience in Sales with a track record of being a top performer
- Ability to learn, pitch and demonstrate a highly technical product and have the ability to adapt in a fast growing and changing environment
- Have clear examples of deals closing you have been directly involved in
- Effectively use a repeatable method for uncovering greenfield opportunities and building out a new territory
- Previous experience building relationships and selling face to face to C level executives
- Knowledge of best of breed softwares and a technical understanding of integrations, APIs, infrastructure management, security and analytics
- Experience selling technical SaaS and cloud based software solutions
- Basic understanding of search infrastructure is a plus
- You have previous experience working with multiple teammates including SEs, BDRs, PMs, Executives & Engineers
- Experience with target account selling, solution selling, and using MEDDPIC and Challenger (or similar) methodologies is a plus.
- This role is hybrid (4 days a week in our Nashville office)
By clicking “Submit Application,” I confirm that I have read the Global Data Privacy Notice and the Applicant Arbitration Agreement, and I agree to the terms.
Ready to apply?
Apply to Glean
Strategist
The Role
As a Strategist, you contribute to shaping strategy across clients and projects. You help turn research into insight, insight into strategy, and strategy into clear direction for teams and clients. This is a role where you build your craft through active contribution. You analyze, question, and connect ideas—helping translate complex business and healthcare challenges into focused, actionable strategy. You bring curiosity, attention to detail, and a willingness to engage. You’re eager to learn how strategy works in practice—how to structure complex problems, uncover meaningful insights, collaborate with and inspire creative teams, and contribute to work that drives real outcomes. Over time, you build confidence in your perspective and your ability to contribute to the work. You ask questions, push your thinking further, and look for what others might miss.
You Will
- Support the development of strategies that address client business challenges through research, analysis, and insight generation
- Analyze competitors, client landscapes, and market dynamics to identify patterns, challenges, and opportunities
- Conduct qualitative and quantitative research, helping uncover the human needs behind business problems and translating findings into insight
- Translate insights into strategic outputs, such as personas, journey maps, and frameworks that clarify challenges and opportunities
- Contribute to the development of creative briefs that drive clear, focused execution while simplifying complex ideas and inspiring teams
- Help structure and develop presentations, turning complex information into clear, organized thinking
- Present work internally and, at times, support client-facing conversations
- Participate in measurement and analytics discussions, connecting strategy to performance and outcomes
- Own defined portions of projects, while collaborating with team members and seeking guidance when needed
You Have
- 2–4 years of experience in strategy, marketing, consulting, research, or a related field
- Agency experience preferred
- Strong analytical and critical thinking skills, with the ability to identify patterns and draw connections
- Ability to communicate ideas clearly and simply
- Experience contributing to briefs, research, or strategic deliverables
- Comfort working in ambiguity, managing multiple priorities, and asking for support when needed
Perks and Benefits
- Competitive Salary
- Health, Dental and Vision benefit packages to fit all types of lifestyles
- Life, Short- and Long-Term Disability Insurance paid 100% by the company
- FSA / HSA Options
- 401(K) with a generous company match program
- Flexible Paid Time Off (aka- unlimited)
- Paid Parental Leave
- Hybrid and Remote work schedules available
- Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
- Employee Referral Program
Equality Opportunity Employer Statement
Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
About Us:
Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare - and integrated with a managed care consultancy with deep revenue strategy expertise. We brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy so healthcare organizations can attract and retain patients, grow brand equity, and protect their margins. We help our clients do everything from patient acquisition and brand building, to simplifying complex martech ecosystems, and creating digital experiences. Our work is rooted in clarity, authenticity, and a deep understanding of what moves healthcare forward.
Ready to apply?
Apply to Unlock Health
Director, Platform Sales
Founded in 2014, League is the leading healthcare consumer experience (CX) platform, powered by artificial intelligence (AI), reaching more than 63 million people around the world and delivering the highest level of personalization in the industry. Payers, providers, and consumer health partners build on League’s platform to deliver high-engagement healthcare solutions proven to improve health outcomes. League has raised over $285 million in venture capital funding to date, powering the digital experiences for some of healthcare’s most trusted brands, including Highmark Health, Manulife, Medibank, and Shoppers Drug Mart.
Position Summary:
In this role you will:
- Own the end-to-end sales process for target strategic platform accounts
- Leverage your own relationships to build pipeline, and work in collaboration with the Business Development Manager - Platform and Marketing to run Account Based Marketing campaigns
- Work collaboratively with League Executives and Go-to-Market leaders to build the story and materials for Powered by League prospective accounts
- Work with the Go-to-Market leadership team to create and improve persuasive sales processes and buyer journeys, especially in new industry verticals
- Be able to negotiate complex partnership agreements through to completion
- Proactively identify and communicate product needs of Powered by League prospects / industry verticals to executive leadership
- Successfully achieve budgeted sales objectives, and maintain sales forecast in an accurate and thorough manner
- Ensure and monitor successful handoffs of accounts from the sales process and into delivery
- Help foster a culture of success and ongoing business and goal achievement across the go-to-market functions at League
About you:
- 10+ years of experience in enterprise sales
- Experience in ‘Platform as a service’, ‘digital transformation’ and/or consumer & patient engagement sales required
- Knowledge of the healthcare industry (Providers, Pharmacy Retailers) and/or health benefits industry (Payers, HCM, Brokers) in the US
- A history of successful quota attainment in a complex sales environment
- Ability to win the support of key C-Suite stakeholders in large corporates
- Proficiency with SalesForce and sales acceleration tools
- Experience developing exceptional documentation for client presentations, webinars
- Bachelor's degree in Business or equivalent experience
At League, we are an AI-native organization. We expect all employees regardless of role or level to thoughtfully leverage AI to improve the quality, speed, and impact of their work.
What this means in practice:
- Use AI tools as part of your daily workflow to enhance productivity, problem-solving, and decision-making (e.g., drafting, analysis, coding, research, or process automation)
- Apply judgment and accountability when using AI by reviewing outputs for accuracy, bias, and quality before use
- Continuously learn and adapt as new AI tools and capabilities emerge, incorporating them into your ways of working
- Identify opportunities to improve how work gets done from personal productivity to team-level workflows by leveraging AI effectively
- Operate with strong data responsibility and security awareness, especially when working with sensitive or regulated information
- Individual Contributors: Use AI to improve personal productivity and quality of output
- Senior ICs / Managers: Integrate AI into team workflows and improve processes
- Leaders: Drive AI adoption at the organizational level and shape how work is done across teams
- Demonstrated experience using AI tools in a practical, responsible way
- Curiosity and openness to experimenting with new technologies
- Ability to balance efficiency with quality and sound judgment
What We Offer
- Comprehensive Health Benefits: We prioritize your well-being with complete medical, dental, and vision coverage
- Bonus Program: Be rewarded for your contributions with our performance-based bonus program
- Employee Stock Option Program: Become an owner and share in our success through our stock option program
- Unlimited Paid Time Off: Take the time you need to recharge and maintain a healthy work-life balance
- Spending Accounts: Manage your healthcare and dependent care expenses with tax-advantaged spending accounts
- Wellness Days: Prioritize your mental and physical health with dedicated wellness days throughout the year
- Growth Opportunities: We invest in your future with abundant opportunities for professional development and advancement
- Mentorship Program: Benefit from guidance and support from experienced leaders in your field
- Flexible Ways of Working: Enjoy the freedom to work in a way that suits your life and boosts your productivity
Security-Related Responsibilities
- Compliance with Information Security Policies
- Ensure access management is performed in compliance with the employee's role and responsibilities
- Responsibility and accountability for executing League's policies and procedures within the department/ team
- Notification of HR, Legal, Compliance & Security of any incidents, breaches or policy violations
US APPLICANTS ONLY: The US-specific compensation range below for this full-time position is exclusive of bonus, equity and benefits. This range reflects the minimum and maximum target for base salaries for the position across all US locations. The salary range is intentional to account for the performance and career progressions a Leaguer will experience in the role throughout their time at League. Where in the band you may land is determined by job-related skills/experience. Your recruiter can share more about the specific salary range specific to your skills and experience during the hiring process.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you are an individual in need of assistance at any time during our recruitment process, please contact us at recruitinginfo@league.com.
- You should receive a confirmation email after submitting your application.
- A recruiter (not a computer) reviews all applications at League.
- If we see alignment with League's needs, a recruiter will reach out to learn more about your goals. The recruiter will also share the team-specific interview process depending on the roles you are exploring.
- The final step is an offer, which we hope you will accept!
- Prior to joining us, we conduct reference and background checks. Additional checks could be required for US Candidates, depending on the role you are exploring.
- Learn about our platform, leadership team and partners
- Highmark Health, Google Cloud, League: new digital front door to seamless care
- Former Providence President and Workday EVP of Corporate Strategy join League Board of Directors
- League raises $95 million USD in Series C to build world’s leading healthcare CX platform
- Forbes x League: The Platformization Of Healthcare Is Here
- Fast Company x League: If we want better innovations in healthtech, we need more competition
Work Location:
We have a mix of office-centric roles based in our vibrant Toronto office, and remote-eligible roles based anywhere in Canada or US. Each job posting will indicate where the role will be based. Regardless of the role’s posted location, all Toronto-area Leaguers (living within 65 km of our downtown HQ) collaborate in-office Monday through Thursday. Depending on your distance to the office, you’ll enjoy 10 or 20 Flexible Remote Days each quarter for focus and deep-work time. We are committed to fostering a meaningful work environment and connections for all Leaguers regardless of location.
Recognize and Avoid Employment scams. Practice safe job searching.
Scammers are getting craftier and leveraging fake job postings to get personal information. Know the warning signs and protect yourself from scammers. Learn more here.We are committed to ensuring fairness and transparency throughout our hiring process. League may use Artificial Intelligence (AI) tools to assist in the screening of applicants for this position. Please check out our stance on using AI in recruitment here.
Ready to apply?
Apply to League Inc.
Tax Manager/Senior Manager
Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.
The Tax Manager/Senior Manager is responsible for all phases of client engagements including primary client relationship maintenance, highly proactive management of tax compliance, tax advisory services, and developing and coaching professional staff. The Tax Manager/Senior Manager is expected to deliver exceptional client service, develop and maintain strong client relationships, participate in the firm’s practice development efforts by assisting with attracting and serving new clients, expand services to existing clients, and help recruit and retain additional team members. Candidates need to understand and manage firm risk on tax services performed, review various types of complex tax returns, continuously grow their technical knowledge, and deliver value-added tax planning ideas to clients.
Seeking Candidates with expertise in the areas listed below:
-
High net worth individuals, their personal tax returns, trust returns, and gift & estate planning
- Privately held businesses, including partnerships, S Corporations, and/or C Corporations
- Private equity backed portfolio companies
Requirements:
- Minimum of 5 years of relevant tax experience including technical tax consulting, research, and implementation of planning strategies.
- Minimum of 2 years of experience supervising multiple direct reports and reviewing their work product.
- Bachelor’s or Master’s degree in accounting.
- Active CPA license.
- Strong project management, organizational, and time management skills.
- Excellent verbal and written communication skills.
Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.
* * * * *
NOTICE TO 3rd PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.
Ready to apply?
Apply to Calvetti Ferguson - Experienced Professionals