Role Description We are seeking a Financial Compliance & Education Specialist to support the delivery of financial education while ensuring adherence to internal standards, documentation requirements, and regulatory guidelines. This role balances client-facing education with process discipline and compliance awareness. This position is well suited for professionals who value structure, accuracy, and ethical communication. Prior financial services experience is not required; licensing and compliance training are provided. Qualifications - Strong attention to detail and process discipline - Clear verbal and written communication skills - High ethical standards and professionalism - Ability to work independently in a remote environment - Willingness to obtain required state licensing (training provided) - Successful completion of a background check Requirements - Deliver structured financial education within approved guidelines - Ensure all client interactions follow compliance and documentation standards - Maintain accurate and complete records for education and onboarding activities - Support audit readiness and internal quality controls - Participate in ongoing compliance, licensing, and professional training Benefits - Performance-based compensation structure - Remote work with flexible scheduling - Licensing assistance and compliance training - Ongoing professional development and advancement opportunities Company Description Career Path: Compliance specialist → senior compliance support → operations or leadership roles.

Role Description Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well suited for individuals who value accountability, consistency, and long-term career growth. This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner. Key Responsibilities - Conduct virtual financial education sessions - Communicate financial concepts clearly and accurately - Support individuals through structured learning frameworks - Maintain documentation and compliance standards - Participate in ongoing education and training Qualifications - Strong verbal and written communication skills - Professional demeanor and attention to detail - Comfort working remotely and independently - Licensing eligibility Benefits - Performance-based compensation - Remote, flexible work environment - Training and licensing support Company Description - Growth into education leadership, training, or management roles.

Role Description The Client Strategist is an individual with 5+ years of experience in the higher education landscape. They have worked with, and have experience in recruiting, one or more student populations (transfer, graduate, undergraduate, adult, etc.). The Strategist will apply their enrollment background to effectively plan and execute a series of projects that will help our partnering institutions meet and exceed their enrollment goals. - Strategic Planning and Follow Through: - Effectively develop strategic plans for a variety of different campaigns (search, digital media, etc.) and work with internal teams to deliver on the plan of action. - Road map and outline all project components and share outwardly with internal teams through meetings and project requests. - Apply industry knowledge to advise senior level staff on recommendations and new strategies to ensure enrollment goals are met and exceeded. - Understand and meet the needs of each client’s brand and represent their messaging accurately and memorably. - Enrollment Focused and Data Minded: - Understand and analyze an institution's enrollment data set to identify trends, areas of opportunity and/or pain points. - Regularly measure and communicate campaign optimizations and recommendations both internally and externally. - Account Management: - Act as a liaison between the company and our clients; coordinate the needs of our customers with the efforts of our sales, technology, graphic design, writing, and financial teams. - Work with the account management team to ensure development of realistic project timelines and ensure all projects are delivered on time and error free. - Professional Development: - Regularly create and publish original blog posts and/or articles. - Other duties as assigned. Qualifications - 5+ years of relevant professional experience required. - Bachelor’s Degree in relevant field. - Experienced in all avenues of recruitment. - Excellent understanding of Microsoft products (Word and PowerPoint). - Excellent written and verbal communication skills – including presentation skills. - Ability to maintain effective working relationships with fellow team members, employees, and management. - Must be organized and detail oriented. - Proven ability to maintain a high standard of confidentiality and autonomy. - This person will show strong attention to detail skills as well as ability to work collaboratively and independently. - Proven self-motivation to take initiative and master new tasks quickly. Requirements - The pay range for this position is $70,000-75,000/year; however, base pay offered may vary depending on job-related knowledge, geographic location, skills, and experience. - This position is eligible for commission in addition to a full range of benefits. Benefits - Medical Insurance - Life Insurance - Dental Insurance - Vision Insurance - PTO - Paid Parental Leave - Paid Holidays - Short Term Disability - Long Term Disability - 401K - Educational Assistance

Our Mission Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable. Overview Job Summary: The AVP, FP&A is a strategic and influential leader responsible for driving financial planning, forecasting, and analysis across key revenue-generating functions, including Sales, Marketing, and Product. This role will lead the development of revenue forecasting models, own and evolve pricing strategies, and the analytics function supporting go-to-market teams. As a critical finance business partner, AVP FP&A will collaborate closely with Sales, Marketing, Product, and Executive leadership to provide insightful financial analysis, support strategic decision-making, and drive profitable growth. This position requires strong leadership skills to mentor a team and the ability to effectively communicate complex financial information to stakeholders.  Essential Management Responsibilities: Manages and carries out the personnel actions for direct reports, including but not limited to hiring and scheduling; training and evaluating; coaching and managing performance; making salary, merit, or other compensation recommendations for team of direct reports; and making recommendations and/or taking corrective or disciplinary action as appropriate. Essential Duties and Primary Responsibilities: Revenue Forecasting & Planning - Lead the development and continuous improvement of short- and long-term revenue forecasts. - Partner with Finance, Sales, Product, and Executive teams to deliver accurate, actionable forecasts aligned with company objectives. - Develop models to assess revenue sensitivity to various internal and external factors.   Pricing Strategy - Own and evolve pricing models across product lines, ensuring competitiveness, profitability, and scalability. - Collaborate with Product, Marketing, and Sales to test, implement, and iterate pricing strategies. - Conduct market and competitor pricing analyses to inform strategic decisions.   Sales, Marketing, and Product Forecasting & Analytics - Lead the analytics function that supports go-to-market teams with performance tracking, KPI development, and forecasting. - Partner on establishing robust reporting dashboards and processes for demand generation, sales pipeline, conversion rates, and customer acquisition metrics. - Partner with Product teams to forecast product adoption, utilization trends, and monetization opportunities.   - Serve as the primary finance business partner for Sales, Marketing, and Product organizations. - Drive budget planning, quarterly forecasting, and long-range planning processes for all GTM and product functions. - Provide financial analysis and strategic insights on ROI of marketing campaigns, sales programs, and product investments. - Monitor performance vs. plan, analyze variances, and develop actionable recommendations to improve efficiency and impact. - Support investment cases and resource allocation decisions with detailed financial modeling and scenario planning.   Cross-Functional Leadership - Serve as a strategic thought partner to CCO, CFO, and Head of Product. - Lead and mentor a team of analysts and directors across pricing, and FP&A functions. - Present insights and recommendations to executive leadership and influence strategic planning   Additional Duties and Responsibilities: - Other duties as assigned Qualifications: Education and Experience: - Bachelor's degree in Finance, Accounting, or related field   - 15+ years of related work experience, including 5+ years of leadership experience   - Strong background in managing financial reporting, budget preparation, and regulatory compliance.   Specialized Knowledge, Skills, and Abilities: - Exceptional leadership, communication, and interpersonal skills with the ability to build relationships and collaborate effectively across all levels of the organization.   - Strong analytical skills, attention to detail, and ability to manage multiple projects and deadlines simultaneously.   - Strong problem-solving, critical thinking, organizational, multi-tasking, and time management skills   - Ability to work in a fast-paced, dynamic environment and adapt to changing organizational needs.   Certifications, Licenses, Registrations: - CPA, CFA or other financial license, a plus   Physical/Mental Requirements and Demands: - Work requires normal range of hearing, vision and verbal communication skills, with or without a reasonable accommodation. - Must be able to use a telephone or headset equipment and operate a keyboard and other office equipment, with or without reasonable accommodation. - Must be able to spend prolonged periods of each workday on the phone - The ability to perform work at a computer station for 6-8+ hours a day and function in an environment with frequent interruptions is required. - May experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. #LI-Remote This is a remote position. Salary Range $175,000.00 To $220,000.00 / year Benefits & Perks The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives and restricted stock units as part of the total compensation package, in addition to a full range of benefits including: - Medical, dental, and vision - HSA contribution and match - Dependent care FSA match - Uncapped paid time off - Paid parental leave - 401(k) match - Personal and healthcare financial literacy programs - Ongoing education & tuition assistance - Gym and fitness reimbursement - Wellness program incentives Onboarding & Travel This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations. This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date. HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process. Why work with HealthEquity HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more. You belong at HealthEquity! HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page. HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot. At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together. As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity. HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.