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Careers

The 'finesse' of our company is the people who work here. Our greatest strength is the caliber of our team, working together on a common goal: educate and empower people to achieve a secure financial future. Our entrepreneurial environment gives everyone the opportunity to be recognized as a key contributor in a service driven organization. We are all passionate about what we do, and thrive in the fast paced dynamic environment we work in.

Systems Administrator (LAMP)

Job Title:Systems Administrator (LAMP)
Location:Company Headquarters in El Segundo, CA.
Summary:Financial Finesse, a leading provider of unbiased financial education, is looking for a systems administrator for our office in El Segundo, CA to help maintain the company’s growing network.
Job Responsibilities:

  • Maintain and troubleshoot company's production application servers (Apache/PHP/Tomcat). Maintain and troubleshoot company applications.

  • Maintain the virtualization nodes (KVM/Open Nebula), monitor server performance and spin up additional server VMs, as necessary.

  • Install new server nodes as necessary.

  • Administer the production database servers (MySQL, PostgreSQL).  Configure and maintain replication, backups and daily ETL scripts.

  • Maintain and troubleshoot storage servers (GlusterFS).

  • Configure and maintain load balancing (HA Proxy/STunnel), maintain and renew server certificates, etc.

  • Maintain company DNS servers and renew company domains, as necessary.

  • Configure the monitoring system (Nagios or derivative), monitor and troubleshoot server infrastructure. Review performance metrics and system logs and troubleshoot the issues.

  • Maintain and reinforce system security. SA will be primarily responsible for securing the company network. Configure and maintain intrusion detection system (IDS).

  • Setting up the company IT policies and procedures, maintain user access credentials (and enforcing the password policies) and train internal users on security policies and best practices.

  • Help run company LAN network, manage internal storage and email servers (MS Exchange 2003).

  • Assist Implementation Engineer with provisioning new clients.

  • Supervise Support Technician in providing technical support to internal users.

Required Qualifications:

  • A minimum of 5 years of LAMP System Administration or System Engineering.

  • Deep familiarity with Open Source software and LAMP Stack.  Familiarity with major Linux distributions (RedHat/CentOS, Debian, Ubuntu etc.), package management (yum and/or apt-get).

  • Experience running the servers in virtualized environment (KVM preferred or Xen).

  • Extensive knowledge of server and network technologies, network hardware, operating systems, networking protocols. Experience with the LAMP software stack: Apache, PHP, MySQL, PostgreSQL. Familiarity with nginx is a plus.

  • Experience administering DB servers: MySQL and PostgreSQL.  Some experience with NoSQL solutions (such as MongoDB) is a big plus.

  • Experience with storage solutions, configuring RAID and NAS. Previous exposure to GlusterFS is highly preferred.

  • Experience with building High Availability (HA) infrastructure and load balancing (HA Proxy/STunnel).

  • Solid understanding of TCP/IP networking protocols and DNS is required.

  • Ability to diagnose and resolve the complex issues without additional supervision.

  • Excellent communication and customer service skills.

Additional Information:

  • Excellent benefits package and competitive compensation (based on experience), performance based bonus program.

  • Location: El Segundo, CA (near LAX). This is a full time position. Flexible schedule, but must work from the office location.

  • Principals only. Recruiters please do not contact us about this job.

To apply:Please send your resume and contact information to jobs@financialfinesse.com and please state 'Systems Administrator (LAMP)' in the subject line.

Director of Client Programs

Job Title:Director of Client Programs
Location:El Segundo, California.
Summary:We are looking for a Director of Client Programs to significantly deepen and expand our relationships with existing clients by strategically managing highly customized large scale engagements and building the infrastructure to support the growth of these engagements. Our clients are HR and benefits executives at large Fortune 1000 companies who purchase the financial education programs and roll out personalized financial education as a key employee benefit, used on an ongoing basis by most employees as a tool to improve their finances and prepare for retirement.
Responsibilities:
  • Lead the client service team and work with clients to design, implement, strategically manage, grow and refine highly complex, customized engagements in order to achieve client strategic objectives, such as increasing employees’ retirement preparedness, improving their financial wellness, increasing employee satisfaction with employee benefits, etc.

  • Streamline and scale internal operations to support significant expansion of client programs and to better measure results in terms of return on investment for clients.

  • Develop, implement and continually refine a world class marketing infrastructure to very effectively support HR and benefits managers in their efforts to market the program to employees and to increase demand for financial education from their employee base.

Required Skills, Experience and Credentials:
  • Must have prior experience working in a small company environment and prefer this environment.

  • Have prior experience in a strategic or executive client facing leadership position showcasing excellent strategic thinking, management and leadership skills.

  • Be able to work independently and get things done with minimal resources.

  • Highly intelligent and creative, able to think on feet. Extremely high emotional intelligence. Intuitively reads and adapts to people without thinking about it.

  • Excellent problem-solving skills. Works best under pressure.

  • Well organized and manages time well.

  • BS/BA

Desired Skills, Experience and Credentials:
  • MBA
  • CEBS
To apply:Please send your resume and cover letter to jobs@financialfinesse.com and please state 'Director of Client Programs' in the subject line.

Client Relationship Manager

Job Title:Client Relationship Manager
Location:Company Headquarters in El Segundo, CA.
Summary:Work with clients on a regular basis, handling day to day activities. Helping clients to develop and expand existing financial education programs, launch new programs, increase program utilization, and take care of any client service needs. Manage ongoing relationships through regular contact by phone and email, focusing on opportunities to upsell financial education services.
Essential Duties and Responsibilities:
  • Launch new financial education programs taking them from start to finish. This includes initiating implementation calls, developing project plans, and seeing things through to full execution.

  • Provide program development strategies and best practices to HR and benefits managers to help increase the scope of engagements and generate larger revenue producing accounts.

  • Prepare ROI studies and Financial Wellness Assessments to show client the value of the relationship and areas for program improvement.

  • Provide marketing support to HR and benefits managers to help facilitate increased utilization by end users.

  • Initiate and lead quarterly calls/meetings with clients and team members to ensure good ongoing communication and to proactively look for opportunities for program expansion and upsell.

  • Lead the client service team in handling day-to-day maintenance and requests from clients, working with the team to ensure reports, newsletters, and other client deliverables are provided on a timely basis.

Core Competencies:
  • Must have prior experience working in a small company environment and prefer this environment.

  • Must have prior experience in client relationship management position, demonstrating organizational skills, a capacity for project management, and an ability to proactively spot opportunities that may not be obvious.

  • Must be able to think strategically, seeing and working in the big picture, as well as operationally, seeing and working with the details.

  • Must be able to work in a fast-paced environment and get things done with minimal resources and direction.

  • Must possess effective communication skills, both oral and written.

  • Must be able to work with clients using a consultative approach – active listening and assessment of needs; ability to work with many different types of people.

  • Must be self motivated, have the ability to multi-task, and work well in a team environment.

  • Must have excellent problem-solving skills and work best under pressure.

  • Must be well organized, manage time well, and show good judgment in prioritization.

  • Working knowledge of all Microsoft applications and comfortable with using home grown database technologies.

To apply:Please send your resume and cover letter to jobs@financialfinesse.com and please state 'Client Relationship Manager' in the subject line.

Resident Financial Planner

Job Title:Resident Financial Planner
Location:Various locations.
Summary:Member of a think tank of financial counselors responsible for providing unbiased financial education and resources to consumers over the phone, in writing and face-to-face. In order to ensure 100% unbiased perspectives, our financial counselors must be willing to forgo all existing clients and planning practice.
Essential Duties and Responsibilities:
  • Financial Counseling. Takes calls from consumers with a variety of personal finance issues including Debt, Money Management, Investing, Retirement Planning, Taxes, Real Estate, Estate Planning and College Planning.
  • Workshops. Facilitation of up to 2-hour instructor led, interactive Financial Education Workshops for audiences of 15-40. Some travel required.
  • Consultations. Provide up to one-hour consultations for consumers who need assistance with goal setting and putting together a customized step-by-step action plan that will help them achieve their goals.
  • Product Development. Provide assistance on initiatives related to content development (articles, FAQ's), QA/Fact checking, knowledge base development & various research projects.
  • Keep current on tax law changes and other relevant financial topics and news.
  • Continually seek the necessary resources and information to maintain expert status and ensure Financial Finesse products and services are accurate.
Core Competencies:
  • Certified Financial Planner™ designee—MUST be current and active; other designations are a bonus. Minimum of 10 years practical experience.
  • Consultative approach. Active listening and assessment of needs, compassion and understanding, ability to change approach based on individual needs, speaking in terms people can relate to and understand.
  • Thorough knowledge of all aspects of financial planning for individuals, small business owners and others.
  • Ability to gather research and compile data and information in a clear and usable format.
  • Understands the difference between education and advice.
  • Excellent public speaking skills- Previous experience presenting workshops.
  • Excellent phone manner and presence; call center experience is highly desirable.
  • Effective communication skills: verbally and in writing.
  • Ability to multi-task and work on teams.
  • Extremely flexible and willing to work in a fast changing environment.
  • National travel required (up to 50%).
  • B.A. or B.S. Degree, CFP® professional designation.
  • Working knowledge of all Microsoft applications and comfortable with using home grown database technologies.
To apply:Please send your resume and cover letter to jobs@financialfinesse.com and please state 'Resident Financial Planner position' in the subject line.

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