Role Description Dans le cadre de notre expansion croissante, le groupe LFL Patrimoine (Loire Finances Lombardy) a créé la marque SOFIPROS a destination des Professionnels de Santé Libéraux et des structures sanitaires ou médico-sociales. SOFIPROS est à la recherche d'un(e) Conseiller(e) Financier(ère) talentueux(se) pour rejoindre notre équipe en tant que collaborateur indépendant (Mandataire). Si vous êtes une personne autonome, dynamique, et que vous êtes capable de développer votre propre chiffre d'affaires, ce poste est fait sur mesure pour vous. - Développer et gérer un portefeuille de clients et de prescripteurs. - Assurer une gestion proactive de la relation client au quotidien, ainsi que le suivi rigoureux des dossiers. - Démarcher une cible de professionnels de la Santé et structures médico-sociales. - Fournir des conseils avisés à votre clientèle en matière de prêts immobiliers et prêt professionnel. - Mettre en œuvre des actions pour fidéliser votre clientèle et développer votre réseau d'apporteurs d'affaires. - Négocier avec succès les meilleures conditions de prêt et d'assurance auprès de nos partenaires bancaires, dans l'intérêt de votre clientèle. Qualifications - Titulaire d'un diplôme de niveau Bac + 2 minimum, avec une spécialisation en assurance et/ou en immobilier. - Expérience, idéalement, dans l'un de ces domaines ou dans le secteur de la santé. - Goût du challenge, esprit conquérant, et sens aigu de la relation client. Benefits - Rémunération à hauteur de 80% du Chiffre d'affaires réalisé entièrement par vos soins. - Opportunité de développer votre activité et d'évoluer vers une association à court terme. - Participer à une aventure passionnante au sein de SOFIPROS.

• Provides financial leadership for the combined U.S. and Canada Pharmaceuticals and Clinical Nutrition businesses • Directs comprehensive financial support across a highly regulated portfolio • Handles new product launch and pipeline modeling, demand/volume and margin analytics • Delivers growth, profitability, and cash flow commitments • Leads analysis and reporting of financial results, including trends and variances to budget, forecast, and prior year • Translates insights into clear management reporting • Provides proactive leadership for all operating forecast updates and delivers the annual operating plan and strategic plan • Partners with Marketing Analytics to develop product models that forecast and optimize the price/volume relationship • Leads financial analytics, modeling, and negotiation support for GPO, customer, tender, and vendor deals • Serves as a liaison with the Accounting CoE on new commercial models • Identifies key business risks, performs risk assessments, and recommends mitigation plans • Drives compliance with internal controls, GAAP, SEC requirements, and Baxter financial policies and procedures • Develops and leads a high-performing, cross-region finance team

Title: Financial Advisor Location: Pensacola United States Job Description: To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. - Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement - Conducts local seminars and member engagement events to grow book of business - Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity - Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products - Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations - Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings - Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures - Establish, maintain, and develop business relationships with members and internal/external sources - Execute customer and broker purchase/sales orders of securities for current/new clients - Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business - Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment - Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions - Monitor, track and report performance of individual sales plans and assigned strategies for leadership - Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies - Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits - Perform other duties as assigned or appropriate - Proven ability to prospect and grow and established book of business - Ability to generate GDC based on defined thresholds within a specified period of time - FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) - Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions - Effective interpersonal, verbal, and written communications skills - Effective planning, organizational, time management and problem-solving skills - Effective skill building relationships through rapport, trust, diplomacy, and tack - Effective skill exercising initiative and using good judgment to make sound decisions - Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely - Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes - Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm - Experience in business development to include market strategy, product demonstration and promoting products and services - Experience consulting with customers to assess their financial status and identify investment needs - Effective knowledge of investment and insurance products - Effective knowledge, to interpret industry related laws and government regulations - Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software - Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications - Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience - Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures - Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Dr. Pensacola, FL 32526 Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive This position is eligible for the TalentQuest employee referral program. 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About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 200,000 businesses worldwide - including Brex, Rippling, Navan, Qantas, SHEIN and many more - with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Proudly founded in Melbourne, we have a team of over 2,000 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$8 billion and backed by world-leading investors including T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financial platform of the future. If you're ready to do the most ambitious work of your career, join us. Attributes We Value We hire successful builders with founder-like energy who want real impact, accelerated learning, and true ownership. You bring strong role-related expertise and sharp thinking, and you're motivated by our mission and operating principles. You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor. You're humble and collaborative; turn zero-to-one ideas into real products, and you "get stuff done" end-to-end. You use AI to work smarter and solve problems faster. Here, you'll tackle complex, high-visibility problems with exceptional teammates and grow your career as we build the future of global banking. If that sounds like you, let's build what's next. The Opportunity As the Senior Manager, Financial Operations, you will lead our global FinOps function to ensure an end-to-end, delightful customer experience throughout the transaction lifecycle. This is a pivotal leadership role responsible for managing high-performing teams across APAC, EMEA, and the Americas. You will be the guardian of our operational standards-ensuring we consistently "hit the bar" on business-as-usual (BAU) targets while relentlessly "raising the bar" through innovation. You are not just managing a process; you are driving a transformation. You will spearhead AI-driven initiatives and process uplifts to achieve world-class efficiency and service quality in a fast-scaling fintech environment. What you'll be doing: - Global Team Leadership: Direct and mentor a multi-regional Financial Operations team, fostering a culture of high performance, accountability, and customer-centricity. - Operational Excellence (BAU): Oversee the end-to-end transaction lifecycle, ensuring all KPIs and SLAs are met with 100% accuracy. - AI & Digital Transformation: Identify and implement AI-driven solutions and automation tools to reduce manual intervention, eliminate friction, and scale operations non-linearly with business growth. - Process Uplift: Conduct deep-dive analysis into existing workflows to identify bottlenecks; design and execute process re-engineering projects that improve both speed and service quality. - Stakeholder Management: Partner closely with Product, Engineering, Treasury, and Customer Success teams to align operational capabilities with new product launches and market expansions. - Data-Driven Governance: Build and maintain robust reporting dashboards to monitor global health metrics, providing senior leadership with actionable insights into operational performance. What you'll bring: - Experience: 8+ years of experience in Financial Operations, Payments, or Fintech, with at least 2+ years in a senior leadership capacity managing global or remote teams. - Scaling Mindset: A proven track record of moving beyond manual processes by leveraging AI, Machine Learning, or Advanced Automation to drive efficiency. - Operational Rigor: Deep expertise in the transaction lifecycle, including funds flow, reconciliation, and global clearing systems. - Strategic Problem Solving: The ability to look past immediate "fires" to build scalable systems and long-term structural improvements. - Tech-Savviness: Proficiency in data analytics tools (e.g., SQL, Looker, Tableau) and a strong understanding of how backend financial infrastructure integrates with customer-facing products. - Communication: Exceptional stakeholder management skills with the ability to influence cross-functional partners and present clearly to executive leadership. - Education: Bachelor's degree in Finance, Economics, Engineering, or a related quantitative field. An MBA or advanced degree is a plus. At Airwallex you'll have the ability to make an impact in a rapidly growing, global fintech. You'll be offered a competitive salary and we also like to ensure we create the best environment for our people by providing a collaborative open office space with a fully stocked kitchen. We organise regular team building events, encourage flexible/remote working and we give our people the freedom to be creative. Applicant Safety Policy: Fraud and Third-Party Recruiters To protect you from recruitment scams, please be aware that Airwallex will not ask for bank details, sensitive ID numbers (i.e. passport), or any form of payment during the application or interview process. All official communication will come from an @airwallex.com email address. Please apply only through careers.airwallex.com or our official LinkedIn page. Airwallex does not accept unsolicited resumes from search firms/recruiters. Airwallex will not pay any fees to search firms/recruiters if a candidate is submitted by a search firm/recruiter unless an agreement has been entered into with respect to specific open position(s). Search firms/recruiters submitting resumes to Airwallex on an unsolicited basis shall be deemed to accept this condition, regardless of any other provision to the contrary. Equal opportunity Airwallex is proud to be an equal opportunity employer. We value diversity and anyone seeking employment at Airwallex is considered based on merit, qualifications, competence and talent. We don't regard color, religion, race, national origin, sexual orientation, ancestry, citizenship, sex, marital or family status, disability, gender, or any other legally protected status when making our hiring decisions. If you have a disability or special need that requires accommodation, please let us know.