JOB SUMMARY The Senior Manager, Laboratory Services is responsible for providing leadership and oversight for designated operational and management activities in the following areas within the assigned divisions and campuses: practice, operations, budget planning and management, project management, facility interfaces, as well as internal and external communications. The Senior Manager takes initiative with development, interpretation, and application of departmental policies, budgets, and short and long-range plans. The Senior Manager also promotes and ensures compliance with policies while maintaining quality and best laboratory practices in a cost-effective environment. The Senior Manager, Laboratory Services will provide administrative and technical support necessary to operate a major patient service division. Scope : All Laboratory operations performed on a designated UTMB Hospital campus as well as its associated clinics. The Senior Manager, Laboratory Services has operational control for all Laboratory services performed on their designated division, campus, and clinics in a matrix environment. The Senior Manager, Lab services will have authority for all technical policies, processes, and procedures-including those that pertain to laboratory personnel and test performance-and for the consultative and support services for the lab division as the Medical Director Designee/Representative. The Senior Manager will perform delegated duties assigned by the division medical director when they are not present, and as requested or directed by the Medical Director. The Division Medical Director will review the duties performed by the Senior Manager regularly, to guarantee compliance. Minimum Qualifications: Bachelor's degree and seven (7) years of Laboratory Experience and must have previous years of leadership, management, and finance. Must fulfill overall qualifications as a General Supervisor under the Clinical Laboratory Improvement Amendment (CLIA). Preferred Qualifications: Experience in laboratory outreach, including client engagement and business development. Proficiency in laboratory financial management, including budgeting, cost analysis, and revenue optimization. Knowledge of laboratory billing processes and regulatory compliance. Proven track record in client relations, sales, and contract negotiations within a laboratory setting. LICENSES, REGISTRATIONS OR CERTIFICATIONS Certification from either the American Society of Clinical Pathologist (ASCP), American Medical Technologists (AMT), or the American Board of Histocompatibility and Immunogenetics (ABHI) or equivalent certification. Preferred Qualifications: Master's in business or health care administration ESSENTIAL JOB FUNCTIONS The Senior Manager is available 24 hours a day, 7 days a week to provide supervision and review of delegated duties from the division medical director. In collaboration with staff, department managers, assistant/directors, and VP, HS Operations, leads, designs, and implements efforts to improve operational performance. Enhances operational effectiveness, emphasizing cost containment without jeopardizing patient care priorities, improvement, innovation, or quality of care. Assists in new program/service development on their Lab division and impacting the Pathology and Laboratory Services Department. Gathers data and leads the department's quality assurance and improvement plan to achieve a defined level of quality and appropriateness of quality care services. Ensures that areas of responsibility are managed according to the Laboratory accreditation and regulatory agencies. Creatively identifies opportunities for improvement in all aspects of the service areas. Facilitates patient flow communication and problem resolution. Identifies appropriate internal controls for department; provides mechanisms to monitor and enforce compliance. Works with projects to a timely resolution and completes assignments according to agree upon deadlines and updates the appropriate persons of the progress of the project(s) as appropriate. Assists with accreditation processes. Responsible for recruitment, hiring, payroll, orientation, training, supervision, evaluation, competency assessment, coaching, disciplinary action and/or termination process of divisional employees. Manages the work of laboratory personnel engaged in performing routine and specialized technical procedures, including planning laboratory work, evaluating work performed and handling procedural and technical laboratory problems. Develops, revises, and implements policies and procedures. Interprets departmental and hospital policies and assures compliance. Ultimately responsible for ensuring that the laboratory division functions with the appropriate level of staff to guarantee an efficient operation. Prepares technical reports reflecting volume of work, procedures utilized and test results; coordinates the preparation of reports and analyses setting forth progress, adverse trends and appropriate recommendations or conclusions. Ability to work independently within established guidelines, apply problem-solving skills, meet deadlines, and meet urgent patient, provider, and system needs. Analyzes, evaluates, and takes appropriate actions to resolve system issues with leaders throughout the organization. Responsible for the fiscal management of divisional budgets to include labor resources, reagents/consumables, capital equipment, and contribution margin expectations. Manage the inventory and supply ordering for the division. Ensures staff comply with requirements for continuing education and verifies documentation for departmental records. Performs routine laboratory procedures/tests as needed. Responsible for maintaining compliance with regulatory accreditation standards. Adheres to internal controls established for department. Adheres to all safety protocols in each laboratory area Performs related duties as required Equal Employment Opportunity UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.
01/17/2026
Full time
JOB SUMMARY The Senior Manager, Laboratory Services is responsible for providing leadership and oversight for designated operational and management activities in the following areas within the assigned divisions and campuses: practice, operations, budget planning and management, project management, facility interfaces, as well as internal and external communications. The Senior Manager takes initiative with development, interpretation, and application of departmental policies, budgets, and short and long-range plans. The Senior Manager also promotes and ensures compliance with policies while maintaining quality and best laboratory practices in a cost-effective environment. The Senior Manager, Laboratory Services will provide administrative and technical support necessary to operate a major patient service division. Scope : All Laboratory operations performed on a designated UTMB Hospital campus as well as its associated clinics. The Senior Manager, Laboratory Services has operational control for all Laboratory services performed on their designated division, campus, and clinics in a matrix environment. The Senior Manager, Lab services will have authority for all technical policies, processes, and procedures-including those that pertain to laboratory personnel and test performance-and for the consultative and support services for the lab division as the Medical Director Designee/Representative. The Senior Manager will perform delegated duties assigned by the division medical director when they are not present, and as requested or directed by the Medical Director. The Division Medical Director will review the duties performed by the Senior Manager regularly, to guarantee compliance. Minimum Qualifications: Bachelor's degree and seven (7) years of Laboratory Experience and must have previous years of leadership, management, and finance. Must fulfill overall qualifications as a General Supervisor under the Clinical Laboratory Improvement Amendment (CLIA). Preferred Qualifications: Experience in laboratory outreach, including client engagement and business development. Proficiency in laboratory financial management, including budgeting, cost analysis, and revenue optimization. Knowledge of laboratory billing processes and regulatory compliance. Proven track record in client relations, sales, and contract negotiations within a laboratory setting. LICENSES, REGISTRATIONS OR CERTIFICATIONS Certification from either the American Society of Clinical Pathologist (ASCP), American Medical Technologists (AMT), or the American Board of Histocompatibility and Immunogenetics (ABHI) or equivalent certification. Preferred Qualifications: Master's in business or health care administration ESSENTIAL JOB FUNCTIONS The Senior Manager is available 24 hours a day, 7 days a week to provide supervision and review of delegated duties from the division medical director. In collaboration with staff, department managers, assistant/directors, and VP, HS Operations, leads, designs, and implements efforts to improve operational performance. Enhances operational effectiveness, emphasizing cost containment without jeopardizing patient care priorities, improvement, innovation, or quality of care. Assists in new program/service development on their Lab division and impacting the Pathology and Laboratory Services Department. Gathers data and leads the department's quality assurance and improvement plan to achieve a defined level of quality and appropriateness of quality care services. Ensures that areas of responsibility are managed according to the Laboratory accreditation and regulatory agencies. Creatively identifies opportunities for improvement in all aspects of the service areas. Facilitates patient flow communication and problem resolution. Identifies appropriate internal controls for department; provides mechanisms to monitor and enforce compliance. Works with projects to a timely resolution and completes assignments according to agree upon deadlines and updates the appropriate persons of the progress of the project(s) as appropriate. Assists with accreditation processes. Responsible for recruitment, hiring, payroll, orientation, training, supervision, evaluation, competency assessment, coaching, disciplinary action and/or termination process of divisional employees. Manages the work of laboratory personnel engaged in performing routine and specialized technical procedures, including planning laboratory work, evaluating work performed and handling procedural and technical laboratory problems. Develops, revises, and implements policies and procedures. Interprets departmental and hospital policies and assures compliance. Ultimately responsible for ensuring that the laboratory division functions with the appropriate level of staff to guarantee an efficient operation. Prepares technical reports reflecting volume of work, procedures utilized and test results; coordinates the preparation of reports and analyses setting forth progress, adverse trends and appropriate recommendations or conclusions. Ability to work independently within established guidelines, apply problem-solving skills, meet deadlines, and meet urgent patient, provider, and system needs. Analyzes, evaluates, and takes appropriate actions to resolve system issues with leaders throughout the organization. Responsible for the fiscal management of divisional budgets to include labor resources, reagents/consumables, capital equipment, and contribution margin expectations. Manage the inventory and supply ordering for the division. Ensures staff comply with requirements for continuing education and verifies documentation for departmental records. Performs routine laboratory procedures/tests as needed. Responsible for maintaining compliance with regulatory accreditation standards. Adheres to internal controls established for department. Adheres to all safety protocols in each laboratory area Performs related duties as required Equal Employment Opportunity UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.
Description This position is based out of our New Albany, OH/Columbus office. Successful candidates will reside in the Central Ohio area. This position may be hired at the Senior Accountant or Accountant level based on experience. Make a Difference-And Own Your Future Join Wallick Communities, a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role. A Career with Wallick Means Creating Homes for People Who Need It Most : Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive. Pay-on-Demand: access your money as you earn it. Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job, paid time off, gym membership reimbursement, paid parental leave, 401K, and more! Work-Life Balance: Paid time off, including paid parental leave. Learning & Support : A supportive team that cares about your continued development, well-being and professional growth. Resident Stories That Stay with You : From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career. Work-Life Balance: Paid time off, including paid parental leave. Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people. Employee Owned, Resident Focused : As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability. What You'll Do This role serves as the financial owner for a portfolio of 5-6 Senior Living communities, managing all aspects of full-cycle accounting. Responsibilities include accounts payable and receivable, journal entries, monthly close, financial reporting, year-end processes, budgeting, and analysis. The analyst will work closely with community operations leaders and provide analysis and forecasting to Senior Living executives to report accurate financial reporting and forecasting contributing to meeting financial goals Functions and Responsibilities : Own accurate financial reporting for Senior Living communities, ensuring compliance with GAAP and audit standards. Manage monthly billing processes by supporting multiple senior living communities, ensuring accuracy and timeliness. Prepare and reconcile revenue and expense accounts in compliance with budgets. Perform month-end close activities, including journal entries and account reconciliations. Generate and analyze financial reports to identify trends and variances for leadership review. Support community teams with financial guidance, ensuring adherence to corporate accounting policies. Assist with audits and regulatory compliance by maintaining accurate documentation. Prepare accounting entries, analyze financial data, and ensure accuracy of revenue and expense reporting. Reconcile balance sheet accounts, explain variances, and correct discrepancies. Review and interpret financial statements including cash flow, income statements, and balance sheets. Serve as the Yardi subject matter expert, ensuring data accuracy and improving processes. Coordinate annual audits, tax filings, investor reporting, and regulatory submissions. Perform monthly financial close for assigned portfolio with Regional BOM and BOMs to ensure accuracy and timeliness. Collaborate with the Director of Finance - SLO to refine policies and processes for the portfolio as it relates to the financial functions. Assist with annual budgets and forecasts using current and historical financial data. Support cash flow management, including AP review, payment scheduling, and receipt posting. Partner with and provide strategic guidance to Executive Directors and Business Office Managers (BOM) of the assigned portfolio to drive operational excellence. Work with Asset Management to monitor cash, forecast outcomes to drive ownership distributions and financing goals. Collaborate with operations, community leadership and finance teams to improve processes and resolve discrepancies. What We're Looking For Bachelor's degree in Accounting with 5+ years of experience in an accounting role with full cycle accountability. 5+ years of Senior Living Accounting experience in a Yardi environment is highly desirable. Strong knowledge of GAAP, tax accounting, budgeting, and senior living business operations. Familiarity with debt structures and related documentation. Intermediate to advanced Excel skills. Proficient in Yardi accounting software Skilled in analyzing financial reports and accounting data. Effective communicator with operations leaders, executives, investors, and teammates. Confident presenter of financial information and insights. Strong analytical and judgment skills to support complex decision-making. Wallick's Mission & Values At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do: Care - We show compassion and respect for everyone. Character - We do the right thing, even when no one is looking. Collaboration - We work together to achieve more. At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day. For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors. Join Us and Become an Employee-Owner! If you're ready to make a difference in people's lives while securing your financial future, apply today! Employment is contingent upon passing a pre-employment background check and drug screen
01/16/2026
Full time
Description This position is based out of our New Albany, OH/Columbus office. Successful candidates will reside in the Central Ohio area. This position may be hired at the Senior Accountant or Accountant level based on experience. Make a Difference-And Own Your Future Join Wallick Communities, a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role. A Career with Wallick Means Creating Homes for People Who Need It Most : Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive. Pay-on-Demand: access your money as you earn it. Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job, paid time off, gym membership reimbursement, paid parental leave, 401K, and more! Work-Life Balance: Paid time off, including paid parental leave. Learning & Support : A supportive team that cares about your continued development, well-being and professional growth. Resident Stories That Stay with You : From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career. Work-Life Balance: Paid time off, including paid parental leave. Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people. Employee Owned, Resident Focused : As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability. What You'll Do This role serves as the financial owner for a portfolio of 5-6 Senior Living communities, managing all aspects of full-cycle accounting. Responsibilities include accounts payable and receivable, journal entries, monthly close, financial reporting, year-end processes, budgeting, and analysis. The analyst will work closely with community operations leaders and provide analysis and forecasting to Senior Living executives to report accurate financial reporting and forecasting contributing to meeting financial goals Functions and Responsibilities : Own accurate financial reporting for Senior Living communities, ensuring compliance with GAAP and audit standards. Manage monthly billing processes by supporting multiple senior living communities, ensuring accuracy and timeliness. Prepare and reconcile revenue and expense accounts in compliance with budgets. Perform month-end close activities, including journal entries and account reconciliations. Generate and analyze financial reports to identify trends and variances for leadership review. Support community teams with financial guidance, ensuring adherence to corporate accounting policies. Assist with audits and regulatory compliance by maintaining accurate documentation. Prepare accounting entries, analyze financial data, and ensure accuracy of revenue and expense reporting. Reconcile balance sheet accounts, explain variances, and correct discrepancies. Review and interpret financial statements including cash flow, income statements, and balance sheets. Serve as the Yardi subject matter expert, ensuring data accuracy and improving processes. Coordinate annual audits, tax filings, investor reporting, and regulatory submissions. Perform monthly financial close for assigned portfolio with Regional BOM and BOMs to ensure accuracy and timeliness. Collaborate with the Director of Finance - SLO to refine policies and processes for the portfolio as it relates to the financial functions. Assist with annual budgets and forecasts using current and historical financial data. Support cash flow management, including AP review, payment scheduling, and receipt posting. Partner with and provide strategic guidance to Executive Directors and Business Office Managers (BOM) of the assigned portfolio to drive operational excellence. Work with Asset Management to monitor cash, forecast outcomes to drive ownership distributions and financing goals. Collaborate with operations, community leadership and finance teams to improve processes and resolve discrepancies. What We're Looking For Bachelor's degree in Accounting with 5+ years of experience in an accounting role with full cycle accountability. 5+ years of Senior Living Accounting experience in a Yardi environment is highly desirable. Strong knowledge of GAAP, tax accounting, budgeting, and senior living business operations. Familiarity with debt structures and related documentation. Intermediate to advanced Excel skills. Proficient in Yardi accounting software Skilled in analyzing financial reports and accounting data. Effective communicator with operations leaders, executives, investors, and teammates. Confident presenter of financial information and insights. Strong analytical and judgment skills to support complex decision-making. Wallick's Mission & Values At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do: Care - We show compassion and respect for everyone. Character - We do the right thing, even when no one is looking. Collaboration - We work together to achieve more. At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day. For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors. Join Us and Become an Employee-Owner! If you're ready to make a difference in people's lives while securing your financial future, apply today! Employment is contingent upon passing a pre-employment background check and drug screen
Role Overview The Advisory Trading Analyst serves as a strategic partner to financial representatives and clients, combining advanced trading knowledge with analytical insight to deliver exceptional service and optimize investment outcomes. This role focuses on trade execution, portfolio alignment, and advisory support within a dynamic, fast-paced environment. Key Responsibilities Client Advisory & Relationship Management Provide consultative guidance on trading strategies and investment solutions tailored to client objectives. Act as a trusted resource for financial representatives, fostering strong relationships and promoting client retention. Trade Execution & Analysis Execute trades across multiple asset classes-equities, ETFs, mutual funds, and fixed income-with precision and efficiency. Analyze trade activity and market trends to ensure alignment with client goals and regulatory standards. Portfolio Support & Optimization Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights. Identify opportunities to enhance portfolio performance and mitigate risk. Operational Oversight & Compliance Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies. Maintain rigorous standards for confidentiality, data security, and compliance. Issue Resolution & Risk Management Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections. Proactively identify and address potential risks impacting trade execution or client portfolios. Technology & Process Innovation Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy. Champion digital solutions and self-service capabilities to enhance client experience and operational efficiency. Qualifications Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field. Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field. Experience: 2+ years in trading, investment operations, or client advisory within financial services. Experience: 2+ years in trading, investment operations, or client advisory within financial services. Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics. Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics. Skills: Skills: Analytical and problem-solving expertise Exceptional communication and interpersonal skills Proficiency with trading platforms and financial software Ability to manage multiple priorities in a fast-paced environment This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $22.65 Pay Range - End: $33.98 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Teamwork (NM) - Advanced, Compliance (NM) - Advanced, Analytical Thinking (NM) - Advanced, Escalation Management (NM) - Advanced, Change Adaptability (NM) - Advanced, Financial Services Industry Acumen (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Investment Products (NM) - Advanced, Prioritization (NM) - Advanced, Policy & Procedure (NM) - Advanced, Customer Support (NM) - Advanced, Tax Awareness (NM) - Advanced, Client Advocacy (NM) - Advanced, Field Relations (NM) - Advanced, Attention to Detail (NM) - Advanced, Adaptive Communication (NM) - Advanced, Quality Acumen (NM) - Advanced, Data Security (NM) - Advanced, Insurance Products (NM) - Advanced, Policy Inquiries & Complaints Management (NM) - Advanced, Case Management (NM) - Advanced, Customer Service Mindset (NM) - Advanced FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
01/14/2026
Full time
Role Overview The Advisory Trading Analyst serves as a strategic partner to financial representatives and clients, combining advanced trading knowledge with analytical insight to deliver exceptional service and optimize investment outcomes. This role focuses on trade execution, portfolio alignment, and advisory support within a dynamic, fast-paced environment. Key Responsibilities Client Advisory & Relationship Management Provide consultative guidance on trading strategies and investment solutions tailored to client objectives. Act as a trusted resource for financial representatives, fostering strong relationships and promoting client retention. Trade Execution & Analysis Execute trades across multiple asset classes-equities, ETFs, mutual funds, and fixed income-with precision and efficiency. Analyze trade activity and market trends to ensure alignment with client goals and regulatory standards. Portfolio Support & Optimization Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights. Identify opportunities to enhance portfolio performance and mitigate risk. Operational Oversight & Compliance Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies. Maintain rigorous standards for confidentiality, data security, and compliance. Issue Resolution & Risk Management Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections. Proactively identify and address potential risks impacting trade execution or client portfolios. Technology & Process Innovation Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy. Champion digital solutions and self-service capabilities to enhance client experience and operational efficiency. Qualifications Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field. Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field. Experience: 2+ years in trading, investment operations, or client advisory within financial services. Experience: 2+ years in trading, investment operations, or client advisory within financial services. Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics. Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics. Skills: Skills: Analytical and problem-solving expertise Exceptional communication and interpersonal skills Proficiency with trading platforms and financial software Ability to manage multiple priorities in a fast-paced environment This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $22.65 Pay Range - End: $33.98 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Teamwork (NM) - Advanced, Compliance (NM) - Advanced, Analytical Thinking (NM) - Advanced, Escalation Management (NM) - Advanced, Change Adaptability (NM) - Advanced, Financial Services Industry Acumen (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Investment Products (NM) - Advanced, Prioritization (NM) - Advanced, Policy & Procedure (NM) - Advanced, Customer Support (NM) - Advanced, Tax Awareness (NM) - Advanced, Client Advocacy (NM) - Advanced, Field Relations (NM) - Advanced, Attention to Detail (NM) - Advanced, Adaptive Communication (NM) - Advanced, Quality Acumen (NM) - Advanced, Data Security (NM) - Advanced, Insurance Products (NM) - Advanced, Policy Inquiries & Complaints Management (NM) - Advanced, Case Management (NM) - Advanced, Customer Service Mindset (NM) - Advanced FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
