Job Description: Are you interested in relocating to Boston? Fidelity Investments is looking for various levels of Actuarial talent! As a member of this group you will Evaluate risks of new products including potential reinsurance options and recommend risk management solutions. Model risks of the company including (i) insurance risks, (ii) investment and liquidity risks and (iii) reinsurance counterparty credit risks Maintain and enhance the companies economic capital models and build and improve climate risk models. Promote and maintain model governance and documentation as per corporate and actuarial standards. Communicate results both in writing and in person to senior stakeholders. The Expertise and Skills You Bring 5+ years of insurance experience. Fellow in the Society of Actuaries Candidates who are Associates in the Society of Actuaries and who bring a strong modeling background will also be considered. Experience with individual life insurance and annuity products. Technical skills to build new models and/or expand or improve existing models including model development, testing, controls, and documentation. Prior experience working in Prophet or another modeling software package such as AXIS, MG-ALFA, and/or MoSes. Familiarity with Python, Visual Basic, SQL, or other programming languages. Understands the risks associated with insurance products and explain sophisticated topics to non-technical people at all organizational levels. Ability to build and maintain positive relationships as you work collaboratively across teams. The Team We provide financial products that help Fidelity s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity s retail division: Personal Investing. Our products help ensure our clients do not outlive their assets in retirement, safeguard one s portfolio from market volatility and protect against premature death and unforeseen long-term care costs. Join this Actuarial team! Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
04/25/2024
Full time
Job Description: Are you interested in relocating to Boston? Fidelity Investments is looking for various levels of Actuarial talent! As a member of this group you will Evaluate risks of new products including potential reinsurance options and recommend risk management solutions. Model risks of the company including (i) insurance risks, (ii) investment and liquidity risks and (iii) reinsurance counterparty credit risks Maintain and enhance the companies economic capital models and build and improve climate risk models. Promote and maintain model governance and documentation as per corporate and actuarial standards. Communicate results both in writing and in person to senior stakeholders. The Expertise and Skills You Bring 5+ years of insurance experience. Fellow in the Society of Actuaries Candidates who are Associates in the Society of Actuaries and who bring a strong modeling background will also be considered. Experience with individual life insurance and annuity products. Technical skills to build new models and/or expand or improve existing models including model development, testing, controls, and documentation. Prior experience working in Prophet or another modeling software package such as AXIS, MG-ALFA, and/or MoSes. Familiarity with Python, Visual Basic, SQL, or other programming languages. Understands the risks associated with insurance products and explain sophisticated topics to non-technical people at all organizational levels. Ability to build and maintain positive relationships as you work collaboratively across teams. The Team We provide financial products that help Fidelity s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity s retail division: Personal Investing. Our products help ensure our clients do not outlive their assets in retirement, safeguard one s portfolio from market volatility and protect against premature death and unforeseen long-term care costs. Join this Actuarial team! Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
04/24/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
04/24/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
04/24/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
04/24/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. As the firm transforms from solely offering finanical advice and transitions to offering finanical planning, we need to continue to evolve and define our firm's finanical planning standards, create best practices, processes, and frameworks designed for the future of our financial advice offering and the Edward Jones financial planning experience. This role will provide thought leadership and strategic development in areas that can include defining our finanical planninng standards, processes, best practices, policies, and supervision. Responsibility Summary : Work closely with the General Partner and lead team(s) responsible for the design, development and executing the firm's Financial Planning components, (Eg. Planning Standards, Planning Business practices & Processes, Financial Planning policies and Supervision) vision and strategy to ensure branch teams have the best practices and framework(s) and the firm has the needed policies and supervision for the future of our financial advice offering and the Edward Jones financial planning experience. Drive the ongoing design and development of innovative and continue to evolve our financial planning process and offerings in collaboration with internal and external stakeholders based on client, branch and market insights that align with firm advice and guidance. Lead a team that is responsible for the orchestration of financial planning , which includes collaborating with key stakeholders to create roadmaps that are inclusive of the entire value chain (Eg. insights, positioning, marketing, adoption, pricing, and continuous improvements). Lead a team that is responsible for financial planning strategy and influence product partner/vendor relationships to: manage and maintain features and enhancements to our financial planning offering including making recommendations to firm governance committees to add / remove / change features, pricing, or offerings. Identify gaps and opportunities in our offering and create and execute plans to address. approve and drive execution of business plans that align with firm strategic direction ensure that financial planning literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant. Accountable for the team having efficient and effective ongoing processes and controls. provide thought leadership and influence the design and development of integrated platforms, systems, tools, and processes that create a better client and branch team experience regularly interface with senior leadership, divisional leaders, product line leaders, learning and development branch and client experience, and operational leaders) Serve as subject matter expert for financial planning at the firm. Includes advanced knowledge of all aspects of planning and our firm's advice and guidance beyond goals and inclusive of various client needs like estate planning , tax optimization, divorce, elder care, health care tec. features, benefits, pricing, etc. Active role in the industry as firm representatives for financial planning. Understand and interpret rules and potential rule changes in the tax, legal and regulatory environment that would influence or create additional planning needs, changes to our policies, supervision, or best practices. Shape the firm's position on tax, legal and regulatory issues for financial planning. Lead broad division, firm or industry initiatives and events as needed to represent financial planning in alignment with firm strategy (Eg. cross-divisional projects, internal committees, product partner events, regional events, industry groups, etc.) Accountable for developing and recommending risk mitigation strategies to ensure continuity and effectiveness of our financial planning process while minimizing risk to clients and the firm. Attract, develop, and lead a team of high performing leaders and associates. Assist in their ongoing growth and personal and professional development. Education/Certification: Bachelor's degree required with preferred discipline (E.g., business, finance, economics, accounting, math, actuarial science, etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner) required. Additional wealth management, financial planning designations, CPA, Attorney- desired Broad client-facing planning application experience required (providing planning directly to clients) Understanding of application in specialized and complex areas of financial planning (i.e., tax, estate, health care strategies) Years of Experience: 15+ years of relevant financial services experience with 10+ years of financial planning experience strongly preferred. Leadership experience required. Functional Knowledge: • Possess strong leadership skills with the ability to provide direction, create a strong team environment and cultivate talent. • Strong drive with ability to get results with and through others in positive manner. • Proficiency in financial planning technology (MoneyGuide Pro, eMoney, etc.) • Exceptional emotional intelligence, technical aptitude, and analytical skills • Highly collaborative and intellectually curious; regularly demonstrates critical thinking • Highly effective written, verbal and presentation skills Broad/Deep understanding of IQ and EQ necessary for branch teams to deliver Goals-based Advice, while preparing to delivering Human-centered Complete Wealth Management in the future Understanding of products, portfolio construction, services, and branch workflows and how they integrate to help our clients achieve their financial goals Understanding of industry competitive landscape and ability to discern between "data gathering" and true Discovery, and where the two intersect At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $196626 - $334794 Category: Headquarters
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. As a key member of PIMCO's Compliance team, the Deputy Chief Compliance Officer will have responsibility for providing strategic leadership and oversight for a broad range of compliance work, with particular emphasis on partnering with PIMCO's Global Chief Compliance Officer to administer the firm's Compliance Program. The successful candidate will bring deep investment management expertise, and will be expected to work closely with members of senior management to provide perspective, insights and feedback on Compliance. In addition, role will entail interaction with clients to discuss the firm's compliance program and initiatives. This role will provide senior leadership across teams that implement key functions within the Compliance department. The role will frequently interact with members of senior management to provide perspective, insights and feedback on Compliance. In addition, role will entail interaction with clients to discuss the firm's compliance program and initiatives. Ideally, the candidate will have meaningful leadership experience in a legal and compliance organization. This role will report to the Global Chief Compliance Officer. This position requires an analytical professional who can: • Lead various aspects of PIMCO's Investment Adviser compliance program, including managing a team of junior to senior-level compliance officers. • Implement and enforce compliance policies, including overseeing the quant compliance, trade surveillance program, and e-surveillance programs, and continually evaluate the efficacy of the firm's relevant policies and procedures, in order to implement appropriate enhancements, where needed. • Coordinate implementation of new or revised regulatory requirements relevant to PIMCO's business. • Provide regular reporting to the Legal and Compliance senior executives and other relevant stakeholders in relation to compliance risks and the compliance program. • Assist with the development and execution of compliance projects and the implementation of strategic initiatives. • Effectively partner with the trading desks around compliance requirements. Develop teamwork and optimize the use of resources to achieve team or organizational objectives. • Identify business risks; seeks relevant data, recognizing important information, and analyzing the impact and possible consequences. • Develop, mentor, and lead a team of top talent compliance professionals • Strong knowledge of trading activity, surveillance and controls in a fast-paced complex multi-product trading environment. • Quickly react and effectively partner with the trading desks around compliance requirements. Able to develop teamwork and optimize the use of resources to achieve team or organizational objectives. • Demonstrate strong executive presence and polish with the ability to be immediately to establish credibility with both internal and external stakeholders, with substantial participation in client meetings. • Display effectiveness in identifying business risks; seeks relevant data, recognizing important information, and analyzing the impact and possible consequences. Experience and Expertise: The ideal candidate must bring the following qualifications: • Excellent academic credentials, including a J.D. • Significant compliance experience with a large and diverse investment management firm. • Strong knowledge of regulatory requirements applicable to investment management firms. • Strong background in fixed income instruments, and derivatives. • Prior experience in a multi-product global firm offering a range of investment products. • Prior involvement in the implementation of compliance programs under Rule 206(4)-7 of the Investment Advisers Act. Experience with mutual fund compliance programs under Rule 38a-1 of the Investment Company Act a plus. • Management experience with direct supervision of a team. • A series of progressive roles in compliance and a proven track record of success. • Strong sense of integrity, and capable of performing consistent with the firm's core values and principles • Highly flexible, multi-task oriented: capable of rapidly changing directions based on business demands. Industry Experience: Deep investment management expertise in the U.S. mutual fund space is essential, while experience working with alternatives, private funds, and other relevant financial products is a plus. Regulatory Experience: Experience engaging with regulators, including SEC, CFTC, FINRA, or other financial regulators Leadership Experience: Successful track record of effectively leading and developing a high-performing team. The successful candidate will possess the following personal attributes: Executive Presence: Dynamic executive presence and communication skills at the senior leader level. Ability to effectively develop relationships with key executives and business partners. Execution Orientation: Willingness to move quickly and flexibly to provide timely and practical advice. A creative problem-solver with strong analytical skills. Collaborative: Excellent collaboration skills, with the ability to work effectively with both internal and external stakeholders, and with members of his/her team. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 250,000.00 - $ 360,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
04/18/2024
Full time
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. As a key member of PIMCO's Compliance team, the Deputy Chief Compliance Officer will have responsibility for providing strategic leadership and oversight for a broad range of compliance work, with particular emphasis on partnering with PIMCO's Global Chief Compliance Officer to administer the firm's Compliance Program. The successful candidate will bring deep investment management expertise, and will be expected to work closely with members of senior management to provide perspective, insights and feedback on Compliance. In addition, role will entail interaction with clients to discuss the firm's compliance program and initiatives. This role will provide senior leadership across teams that implement key functions within the Compliance department. The role will frequently interact with members of senior management to provide perspective, insights and feedback on Compliance. In addition, role will entail interaction with clients to discuss the firm's compliance program and initiatives. Ideally, the candidate will have meaningful leadership experience in a legal and compliance organization. This role will report to the Global Chief Compliance Officer. This position requires an analytical professional who can: • Lead various aspects of PIMCO's Investment Adviser compliance program, including managing a team of junior to senior-level compliance officers. • Implement and enforce compliance policies, including overseeing the quant compliance, trade surveillance program, and e-surveillance programs, and continually evaluate the efficacy of the firm's relevant policies and procedures, in order to implement appropriate enhancements, where needed. • Coordinate implementation of new or revised regulatory requirements relevant to PIMCO's business. • Provide regular reporting to the Legal and Compliance senior executives and other relevant stakeholders in relation to compliance risks and the compliance program. • Assist with the development and execution of compliance projects and the implementation of strategic initiatives. • Effectively partner with the trading desks around compliance requirements. Develop teamwork and optimize the use of resources to achieve team or organizational objectives. • Identify business risks; seeks relevant data, recognizing important information, and analyzing the impact and possible consequences. • Develop, mentor, and lead a team of top talent compliance professionals • Strong knowledge of trading activity, surveillance and controls in a fast-paced complex multi-product trading environment. • Quickly react and effectively partner with the trading desks around compliance requirements. Able to develop teamwork and optimize the use of resources to achieve team or organizational objectives. • Demonstrate strong executive presence and polish with the ability to be immediately to establish credibility with both internal and external stakeholders, with substantial participation in client meetings. • Display effectiveness in identifying business risks; seeks relevant data, recognizing important information, and analyzing the impact and possible consequences. Experience and Expertise: The ideal candidate must bring the following qualifications: • Excellent academic credentials, including a J.D. • Significant compliance experience with a large and diverse investment management firm. • Strong knowledge of regulatory requirements applicable to investment management firms. • Strong background in fixed income instruments, and derivatives. • Prior experience in a multi-product global firm offering a range of investment products. • Prior involvement in the implementation of compliance programs under Rule 206(4)-7 of the Investment Advisers Act. Experience with mutual fund compliance programs under Rule 38a-1 of the Investment Company Act a plus. • Management experience with direct supervision of a team. • A series of progressive roles in compliance and a proven track record of success. • Strong sense of integrity, and capable of performing consistent with the firm's core values and principles • Highly flexible, multi-task oriented: capable of rapidly changing directions based on business demands. Industry Experience: Deep investment management expertise in the U.S. mutual fund space is essential, while experience working with alternatives, private funds, and other relevant financial products is a plus. Regulatory Experience: Experience engaging with regulators, including SEC, CFTC, FINRA, or other financial regulators Leadership Experience: Successful track record of effectively leading and developing a high-performing team. The successful candidate will possess the following personal attributes: Executive Presence: Dynamic executive presence and communication skills at the senior leader level. Ability to effectively develop relationships with key executives and business partners. Execution Orientation: Willingness to move quickly and flexibly to provide timely and practical advice. A creative problem-solver with strong analytical skills. Collaborative: Excellent collaboration skills, with the ability to work effectively with both internal and external stakeholders, and with members of his/her team. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 250,000.00 - $ 360,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Our phenomenal growth has created exceptional career opportunities for talented advisory, assurance, and tax professionals. As one of the nation's top public accounting and business advisory firms, you can join a team that thrives on innovation and values collaboration in everything we do! We currently have an exciting career opportunity for an Senior Consultant to join our team in the GovCon Advisory team. This is a virtual position. A virtual position does not require job duties be performed within proximity of a CohnReznick office location. As a virtual employee, you may be required to be present at a CohnReznick office with scheduled notice for client working, team meetings or training. YOUR TEAM. This position will support CohnReznick's Government Contracting team which has provided comprehensive services to government contractors for over 40 years. We have been voted one of the best places to work for the last several years, a testament to the culture that is ingrained within the organization, and we are seeking candidates who are as passionate about the clients they serve as we are. If you are excited about helping organizations grow and building strong client relationships, then the Government Contracting team is the place for you. With guidance from our superior leadership team, you will find endless opportunities to accelerate your career. Join us to be part of something greater. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Perform business system readiness assessments and mock audits for Accounting, Estimating, CPSR, and Property Systems Perform indirect rate structure evaluations and provide alternative rate structures Analyze client pricing strategies Incurred cost submission and CAS disclosure statement preparations Assist with DCAA disputes and responses Knowledgeable concerning DCAA approaches to conducting audits, as described in the DCAA Contract Audit Manual, Selected Areas of Cost Guidebook, Memorandums for Regional Directors (MRDs) and other sources Provide assistance with DCAA rebuttals and responses to draft reports Evaluate and implement policies and procedures and internal controls FAR/CAS Compliance. Apply Cost Accounting Standards to company accounting practices to determine whether they are at risk of being considered noncompliant with CAS by government auditors Understand and apply the following parts of the Federal Acquisition Regulation (FAR) to establish whether estimating and accounting practices would comply with relevant FAR sections (Part 15, Part 31, Part 52) Complete engagements in accordance with client time and budget expectations Work on multiple client projects at any given time. Promote teamwork and cooperation within the team Earn confidence, trust and respect from clients and colleagues Develop technical skills and industry knowledge. Demonstrate initiative, resourcefulness, creativity and independent thinking Participate in presentations on technical matters. Represent the firm in a positive and professional manner Demonstrate sound business judgment and participate in the management of the Practice Active participation in CohnReznick internal development programs, including staff training courses YOUR EXPERIENCE. The successful candidate will have: Bachelor's Degree in Accounting or Finance; CPA license is a plus 6+ years of recent experience in the government contract advisory industry Extensive experience with Indirect Rates and Incurred Cost Submissions Knowledge of DFARS business system requirements, specifically estimating and/or CPSR Excellent analytical, technical, and advisory skills Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Excellent written, interpersonal, and presentation skills Strong technical skills in FAR and CAS Working experience with MS Office applications, especially Excel Solid organizational skills with a demonstrated ability to multi-task Due to the nature of projects and work for this role, U.S. Citizenship or Permanent Residence is required Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
04/18/2024
Full time
Our phenomenal growth has created exceptional career opportunities for talented advisory, assurance, and tax professionals. As one of the nation's top public accounting and business advisory firms, you can join a team that thrives on innovation and values collaboration in everything we do! We currently have an exciting career opportunity for an Senior Consultant to join our team in the GovCon Advisory team. This is a virtual position. A virtual position does not require job duties be performed within proximity of a CohnReznick office location. As a virtual employee, you may be required to be present at a CohnReznick office with scheduled notice for client working, team meetings or training. YOUR TEAM. This position will support CohnReznick's Government Contracting team which has provided comprehensive services to government contractors for over 40 years. We have been voted one of the best places to work for the last several years, a testament to the culture that is ingrained within the organization, and we are seeking candidates who are as passionate about the clients they serve as we are. If you are excited about helping organizations grow and building strong client relationships, then the Government Contracting team is the place for you. With guidance from our superior leadership team, you will find endless opportunities to accelerate your career. Join us to be part of something greater. WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm. We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Perform business system readiness assessments and mock audits for Accounting, Estimating, CPSR, and Property Systems Perform indirect rate structure evaluations and provide alternative rate structures Analyze client pricing strategies Incurred cost submission and CAS disclosure statement preparations Assist with DCAA disputes and responses Knowledgeable concerning DCAA approaches to conducting audits, as described in the DCAA Contract Audit Manual, Selected Areas of Cost Guidebook, Memorandums for Regional Directors (MRDs) and other sources Provide assistance with DCAA rebuttals and responses to draft reports Evaluate and implement policies and procedures and internal controls FAR/CAS Compliance. Apply Cost Accounting Standards to company accounting practices to determine whether they are at risk of being considered noncompliant with CAS by government auditors Understand and apply the following parts of the Federal Acquisition Regulation (FAR) to establish whether estimating and accounting practices would comply with relevant FAR sections (Part 15, Part 31, Part 52) Complete engagements in accordance with client time and budget expectations Work on multiple client projects at any given time. Promote teamwork and cooperation within the team Earn confidence, trust and respect from clients and colleagues Develop technical skills and industry knowledge. Demonstrate initiative, resourcefulness, creativity and independent thinking Participate in presentations on technical matters. Represent the firm in a positive and professional manner Demonstrate sound business judgment and participate in the management of the Practice Active participation in CohnReznick internal development programs, including staff training courses YOUR EXPERIENCE. The successful candidate will have: Bachelor's Degree in Accounting or Finance; CPA license is a plus 6+ years of recent experience in the government contract advisory industry Extensive experience with Indirect Rates and Incurred Cost Submissions Knowledge of DFARS business system requirements, specifically estimating and/or CPSR Excellent analytical, technical, and advisory skills Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Excellent written, interpersonal, and presentation skills Strong technical skills in FAR and CAS Working experience with MS Office applications, especially Excel Solid organizational skills with a demonstrated ability to multi-task Due to the nature of projects and work for this role, U.S. Citizenship or Permanent Residence is required Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
We are looking for the right people - people who want to innovate, achieve, grow, and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. We foster a work environment that's inclusive as well as diverse, where our people can be themselves. Experience the challenges, rewards, and opportunity of working for one of the world's largest providers of products and services to the global energy industry. In this role, you will be responsible for the development of electrical systems for Halliburton's Production Enhancement or Cementing Product Service Lines. You will develop state-of-the-art technology solutions for some of the most challenging problems in oil & gas to improve operational efficiency, lower costs, and maximize well productivity. You will need to be creative, dynamic, passionate, and data-driven with the ability to effectively communicate and influence the team to deliver best-in-class technology. Essential duties & responsibilities: Under general supervision, you will develop engineering solutions in data acquisition, sensors, controls, automation, communications, power systems, system wiring, hazardous-area electronics, and related areas. Projects will be focused on hydraulic fracturing using electric power and/or other large-scale surface equipment technology for oilfield operations. Marine (work boat) applications are likely. Projects are typically managed from concept to delivery, with some exceptions being during the initial months where assignments may be more task oriented. Technical leadership on projects will be expected. Trained 2D and 3D drafter/designers are resources for drawing creation which is a regular part of the job. Creating procedures, product specifications, installation instructions, risk assessments, test documents, etc. are common tasks and good written communications skills are a must. Various systems and software tools will be used on a regular basis. This includes an internal Product Data Management system, SAP, internal application tools, and Microsoft Office. Innovation is expected including contributing to Halliburton's Intellectual Property portfolio by through invention disclosures and participation in the patent process. Travel to active well sites will be common. Support for equipment deployments will be common. Longer term deployments may occur to support installations on vessels in shipyards. A typical yearly average will be 10-20% of total available time with some years being having more travel requirement. Education / Experience / Knowledge: A Bachelor's or graduate degree in electrical engineering is required. Four years of industry experience is required. Experience in the oil and gas industry or other industries such as mining, industrial, chemical plants, and/or heavy equipment design is a plus. Skills acquired through the completion of an undergraduate degree in Electrical Engineering or similar discipline and 4 years of related experience. Completion of a masters degree in Electrical Engineering or similar discipline is preferred. Candidates having qualifications that exceed the minimum job requirements will receive consideration for higher-level roles given (1) their experience, (2) additional job requirements, and/or (3) business needs. Depending on education, experience, and skill level, a variety of job opportunities might be available from the Senior Electrical Engineer, Principal Electrical Engineer up to Advisor Electrical Engineer Halliburton is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation. Location 3000 N. Sam Houston Parkway E., Houston, Texas, 77032, United States Job Details Requisition Number: 185275 Experience Level: Experienced Hire Job Family: Engineering/Science/Technology Product Service Line: Production Enhancement Full Time / Part Time: Full Time Additional Locations for this position:
04/18/2024
Full time
We are looking for the right people - people who want to innovate, achieve, grow, and lead. We attract and retain the best talent by investing in our employees and empowering them to develop themselves and their careers. We foster a work environment that's inclusive as well as diverse, where our people can be themselves. Experience the challenges, rewards, and opportunity of working for one of the world's largest providers of products and services to the global energy industry. In this role, you will be responsible for the development of electrical systems for Halliburton's Production Enhancement or Cementing Product Service Lines. You will develop state-of-the-art technology solutions for some of the most challenging problems in oil & gas to improve operational efficiency, lower costs, and maximize well productivity. You will need to be creative, dynamic, passionate, and data-driven with the ability to effectively communicate and influence the team to deliver best-in-class technology. Essential duties & responsibilities: Under general supervision, you will develop engineering solutions in data acquisition, sensors, controls, automation, communications, power systems, system wiring, hazardous-area electronics, and related areas. Projects will be focused on hydraulic fracturing using electric power and/or other large-scale surface equipment technology for oilfield operations. Marine (work boat) applications are likely. Projects are typically managed from concept to delivery, with some exceptions being during the initial months where assignments may be more task oriented. Technical leadership on projects will be expected. Trained 2D and 3D drafter/designers are resources for drawing creation which is a regular part of the job. Creating procedures, product specifications, installation instructions, risk assessments, test documents, etc. are common tasks and good written communications skills are a must. Various systems and software tools will be used on a regular basis. This includes an internal Product Data Management system, SAP, internal application tools, and Microsoft Office. Innovation is expected including contributing to Halliburton's Intellectual Property portfolio by through invention disclosures and participation in the patent process. Travel to active well sites will be common. Support for equipment deployments will be common. Longer term deployments may occur to support installations on vessels in shipyards. A typical yearly average will be 10-20% of total available time with some years being having more travel requirement. Education / Experience / Knowledge: A Bachelor's or graduate degree in electrical engineering is required. Four years of industry experience is required. Experience in the oil and gas industry or other industries such as mining, industrial, chemical plants, and/or heavy equipment design is a plus. Skills acquired through the completion of an undergraduate degree in Electrical Engineering or similar discipline and 4 years of related experience. Completion of a masters degree in Electrical Engineering or similar discipline is preferred. Candidates having qualifications that exceed the minimum job requirements will receive consideration for higher-level roles given (1) their experience, (2) additional job requirements, and/or (3) business needs. Depending on education, experience, and skill level, a variety of job opportunities might be available from the Senior Electrical Engineer, Principal Electrical Engineer up to Advisor Electrical Engineer Halliburton is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation. Location 3000 N. Sam Houston Parkway E., Houston, Texas, 77032, United States Job Details Requisition Number: 185275 Experience Level: Experienced Hire Job Family: Engineering/Science/Technology Product Service Line: Production Enhancement Full Time / Part Time: Full Time Additional Locations for this position:
Job Description: The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the completeness and accuracy over the key processes that impact Fidelity's financial statements. Specifically, the GFC-CoE evaluates the design and operating effectiveness of key financial controls through integrated reviews. In addition, GFC also provides advisory services for select strategic initiatives and modernization efforts. The Senior Associate role will deliver significant value to the business by assessing relevant risks and key controls supporting the firm's financial processes and systems through integrated audits. This role will partner with Business Unit Controllers, other risk groups, process, and control owners as well as GFC associates. This role will provide excellent opportunities to learn about Fidelity's many business units, key financial processes, and systems. This role will report to a Senior Manager or a Director within the GFC function. The Expertise and Skills You Bring Bachelor's Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology) 3-6 plus years of relevant progressive experience with supporting integrated financial audits Professional certification CPA and/or CISA highly desired. Other relevant certifications CISSP and CIA Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable Direct experience with general accounting concepts including financial statement risks, and controls Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs) Strong verbal and written communication skills to present information to team members and clients Ability to manage competing priorities and workload timely and with the appropriate level of quality Strong learning agility to quickly understand and connect key concepts Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME Financial services industry experience desirable The Value You Deliver Actively participate as a key member of GFC engagement teams in the execution of integrated reviews Support creation of high quality workstream deliverables (e.g., process flows, RCMs, workpaper documentation) Discuss findings and improvement opportunities noted with the GFC workstream teams and client contacts Effectively manage assigned deliverables in a timely manner and holds self-accountable Assess the design and operating effectiveness of key ITACs, manual controls and key reports (IPEs) Lead or participate in process walkthroughs with process and control owners Cultivate productive relationships with GFC team members and internal business partners Support special projects and help co-lead internal training initiatives as appropriate High level of professionalism, sense of urgency, and self-motivation The base salary range for this position is $64,000-$121,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
04/14/2024
Full time
Job Description: The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the completeness and accuracy over the key processes that impact Fidelity's financial statements. Specifically, the GFC-CoE evaluates the design and operating effectiveness of key financial controls through integrated reviews. In addition, GFC also provides advisory services for select strategic initiatives and modernization efforts. The Senior Associate role will deliver significant value to the business by assessing relevant risks and key controls supporting the firm's financial processes and systems through integrated audits. This role will partner with Business Unit Controllers, other risk groups, process, and control owners as well as GFC associates. This role will provide excellent opportunities to learn about Fidelity's many business units, key financial processes, and systems. This role will report to a Senior Manager or a Director within the GFC function. The Expertise and Skills You Bring Bachelor's Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology) 3-6 plus years of relevant progressive experience with supporting integrated financial audits Professional certification CPA and/or CISA highly desired. Other relevant certifications CISSP and CIA Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable Direct experience with general accounting concepts including financial statement risks, and controls Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs) Strong verbal and written communication skills to present information to team members and clients Ability to manage competing priorities and workload timely and with the appropriate level of quality Strong learning agility to quickly understand and connect key concepts Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME Financial services industry experience desirable The Value You Deliver Actively participate as a key member of GFC engagement teams in the execution of integrated reviews Support creation of high quality workstream deliverables (e.g., process flows, RCMs, workpaper documentation) Discuss findings and improvement opportunities noted with the GFC workstream teams and client contacts Effectively manage assigned deliverables in a timely manner and holds self-accountable Assess the design and operating effectiveness of key ITACs, manual controls and key reports (IPEs) Lead or participate in process walkthroughs with process and control owners Cultivate productive relationships with GFC team members and internal business partners Support special projects and help co-lead internal training initiatives as appropriate High level of professionalism, sense of urgency, and self-motivation The base salary range for this position is $64,000-$121,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
Job Description: Manager, Security Operations The Manager, Security Operations is an experienced security professional who is able to effectively manage teams to protect Fidelity s associates, customers, and property. This individual is able to deliver on Global Security Operations objectives through their ability to communicate effectively, understand their site s risk landscape, and engage and execute on key initiatives for Security and the firm while exercising sound judgement. This individual is an important associate-facing Brand Ambassador for Global Security Operations and will ensure that their team exudes professionalism and provides exceptional customer service at their site! Note: Typical schedule is M-F, 8 to 5, but the position may require a flexible working schedule depending on operational needs including nights, weekends and holidays. The Expertise We are Looking For / The Expertise You Have: Associates degree, Bachelor s degree preferred; advanced degree a plus 5-7 years experience in an operational and technical security environment Prior experience in a people manager role EMT or other relevant certifications (CPP, CFE, CBCP) a plus The Skills You Bring: Knowledge of security principles (incident management, life safety, investigations, workplace violence and threat assessment) Experience with Security technology Project management (beginner) Understanding of risk and controls Stakeholder and relationship management (communicates effectively with senior security leadership, site/business unit leadership, business partners, and public safety agencies) Vendor management (holds vendors accountable to agreed upon terms and manages to budget constraints) Responsibilities/The Value You Deliver: Effectively leads a team of security representatives and supervisors in a single location Creates and maintains a schedule to ensure coverage while managing staffing costs and overtime Enforces corporate and site-wide policies, procedures, and standards related to operational, physical, and technical security management Establishes and maintains meaningful relationships with business unit personnel, site leadership and external service providers such as public safety agencies to influence security policy implementation and mitigate risk Translates strategic organizational objectives and champions training and life safety programs for their site Engages effectively on cross-organizational projects and scales global initiatives for your site Builds, implements, and maintains regional crisis response plans in collaboration with site leadership Delivers effective local awareness programs and supports broader global security awareness initiatives designed to educate associates on workplace safety and security standard methodologies Review regional incident reports and recommend and track required follow up Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call , prompt 2, option 2 if you would like to request an accommodation. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
04/13/2024
Full time
Job Description: Manager, Security Operations The Manager, Security Operations is an experienced security professional who is able to effectively manage teams to protect Fidelity s associates, customers, and property. This individual is able to deliver on Global Security Operations objectives through their ability to communicate effectively, understand their site s risk landscape, and engage and execute on key initiatives for Security and the firm while exercising sound judgement. This individual is an important associate-facing Brand Ambassador for Global Security Operations and will ensure that their team exudes professionalism and provides exceptional customer service at their site! Note: Typical schedule is M-F, 8 to 5, but the position may require a flexible working schedule depending on operational needs including nights, weekends and holidays. The Expertise We are Looking For / The Expertise You Have: Associates degree, Bachelor s degree preferred; advanced degree a plus 5-7 years experience in an operational and technical security environment Prior experience in a people manager role EMT or other relevant certifications (CPP, CFE, CBCP) a plus The Skills You Bring: Knowledge of security principles (incident management, life safety, investigations, workplace violence and threat assessment) Experience with Security technology Project management (beginner) Understanding of risk and controls Stakeholder and relationship management (communicates effectively with senior security leadership, site/business unit leadership, business partners, and public safety agencies) Vendor management (holds vendors accountable to agreed upon terms and manages to budget constraints) Responsibilities/The Value You Deliver: Effectively leads a team of security representatives and supervisors in a single location Creates and maintains a schedule to ensure coverage while managing staffing costs and overtime Enforces corporate and site-wide policies, procedures, and standards related to operational, physical, and technical security management Establishes and maintains meaningful relationships with business unit personnel, site leadership and external service providers such as public safety agencies to influence security policy implementation and mitigate risk Translates strategic organizational objectives and champions training and life safety programs for their site Engages effectively on cross-organizational projects and scales global initiatives for your site Builds, implements, and maintains regional crisis response plans in collaboration with site leadership Delivers effective local awareness programs and supports broader global security awareness initiatives designed to educate associates on workplace safety and security standard methodologies Review regional incident reports and recommend and track required follow up Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call , prompt 2, option 2 if you would like to request an accommodation. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
Job Description A licensed (PE) engineering professional who applies advanced scientific and engineering knowledge, mathematics, and ingenuity to complete complex design assignments related to facilities and design projects in laboratory and R&D areas. Responsible for compliance with applicable policies and procedures. Ensures quality and effectiveness of critical results of major projects within function through sound design, early risk assessments, and implementation of fallback strategies. Has full awareness of the potential consequences (defects and failure modes) of design changes to established processes-Mitigates risk within functions through sound design, early risk assessments, and implementation of fallback strategies. Identifies, plans, and conducts medium- to large-size projects within engineering specialty requiring custom, risk-managed execution plans, investigations, and equipment. Manages multiple, often concurrent, projects and meets deadlines. Maintains project controls and reporting for cost, scope and schedule; develops execution strategy including procurement; balances multiple demands within an Understands the business needs of the company, and has a thorough knowledge of the customer and clinical needs when developing a project scope. Incorporates business foresight of emerging technological trends. Works with marketing, product development, and manufacturing to establish scope, priorities, and schedules on multiple projects. - Independently performs economic analysis and feasibility studies related to complex and often multiple competing project alternatives. Responsible for achieving the project's financial targets in support of business objectives. Analyzes major market business forces (customers, suppliers, competitors, technologies, government regulations) to identify trends and recommend responses. Independently executes and directs others in designing products/processes/equipment/systems/facilities by applying novel engineering theories, concepts, and techniques within the disciplines. Experiments, often with multiple variables, gather data and perform detailed analysis. A Designs and leads complex experiments, often with multiple variables, gathers data, and performs detailed analysis. Assesses relevance. Conceptualizes complete solutions. Creates or coordinates the design solutions for novel or complex problems; integrates regulatory and operational needs; assesses cost benefit. Explores multiple alternatives. Structures studies and integrates cross-disciplinary and cross-functional issues to arrive at optimal causes of action. Applies technology in innovative ways. Combines technologies to anticipate or address customer needs; shares solutions across sites; employs proven solutions to increase the effectiveness of engineering methodology or manufacturing process. Mentors others by sharing technical expertise and providing feedback and guidance. Where appropriate, provides tasks/project assignment opportunities for employee development and evaluates performance. Represents the organization as the prime technical contact on contracts and projects. Interacts with senior management and external personnel on significant technical matters, often requiring coordination between organizations. Submits articles for internal or external publication. Acts as a trusted advisor. Balances the project's bottom-line objectives with the customer's long-term interests. Is identified as a Subject Matter Expert in the discipline. Participates in internal teams to develop and align procedures and standards. It may influence the validation strategy. Travel Requirements: 10% domestic as per business needs.
04/12/2024
Full time
Job Description A licensed (PE) engineering professional who applies advanced scientific and engineering knowledge, mathematics, and ingenuity to complete complex design assignments related to facilities and design projects in laboratory and R&D areas. Responsible for compliance with applicable policies and procedures. Ensures quality and effectiveness of critical results of major projects within function through sound design, early risk assessments, and implementation of fallback strategies. Has full awareness of the potential consequences (defects and failure modes) of design changes to established processes-Mitigates risk within functions through sound design, early risk assessments, and implementation of fallback strategies. Identifies, plans, and conducts medium- to large-size projects within engineering specialty requiring custom, risk-managed execution plans, investigations, and equipment. Manages multiple, often concurrent, projects and meets deadlines. Maintains project controls and reporting for cost, scope and schedule; develops execution strategy including procurement; balances multiple demands within an Understands the business needs of the company, and has a thorough knowledge of the customer and clinical needs when developing a project scope. Incorporates business foresight of emerging technological trends. Works with marketing, product development, and manufacturing to establish scope, priorities, and schedules on multiple projects. - Independently performs economic analysis and feasibility studies related to complex and often multiple competing project alternatives. Responsible for achieving the project's financial targets in support of business objectives. Analyzes major market business forces (customers, suppliers, competitors, technologies, government regulations) to identify trends and recommend responses. Independently executes and directs others in designing products/processes/equipment/systems/facilities by applying novel engineering theories, concepts, and techniques within the disciplines. Experiments, often with multiple variables, gather data and perform detailed analysis. A Designs and leads complex experiments, often with multiple variables, gathers data, and performs detailed analysis. Assesses relevance. Conceptualizes complete solutions. Creates or coordinates the design solutions for novel or complex problems; integrates regulatory and operational needs; assesses cost benefit. Explores multiple alternatives. Structures studies and integrates cross-disciplinary and cross-functional issues to arrive at optimal causes of action. Applies technology in innovative ways. Combines technologies to anticipate or address customer needs; shares solutions across sites; employs proven solutions to increase the effectiveness of engineering methodology or manufacturing process. Mentors others by sharing technical expertise and providing feedback and guidance. Where appropriate, provides tasks/project assignment opportunities for employee development and evaluates performance. Represents the organization as the prime technical contact on contracts and projects. Interacts with senior management and external personnel on significant technical matters, often requiring coordination between organizations. Submits articles for internal or external publication. Acts as a trusted advisor. Balances the project's bottom-line objectives with the customer's long-term interests. Is identified as a Subject Matter Expert in the discipline. Participates in internal teams to develop and align procedures and standards. It may influence the validation strategy. Travel Requirements: 10% domestic as per business needs.
Job Description: The Role As the leader of the Compliance team for Fidelity Digital Assets℠, you will provide regulatory advice and support to Fidelity s full-service, enterprise-grade platform for securing, trading, and supporting investments in digital assets by serving as an informed and trusted partner, who promotes a culture of ethical conduct and dedication to compliance, regulatory, and legal obligations. In this role, you will: Lead all aspects of compliance for both Fidelity Digital Asset Services, LLC (New York State-chartered limited liability trust company), Fidelity Digital Assets, Ltd. (UK entity), and Fidelity s future VASP (Ireland entity) and ensure compliance with laws, regulatory requirements, policies, and procedures. Serve as an officer of the New York trust company, addressing the board of directors regularly on compliance, regulatory, industry, and enforcement matters. Develop the compliance business plan, structure, and strategy for the U.S. and international teams; build processes and improve controls to ensure compliance with regulations. Partner closely with the Head of Fidelity Digital Assets and support business development, client service, and product teams by reviewing new products for regulatory and operational compliance risks, presenting the compliance program to prospects and government bodies, performing due diligence on new prospects, and providing mentorship on regulatory topics. Lead the U.S. and international regulatory programs, including the registration and licensing processes, maintaining relationships with regulators, supporting regulatory exams and inquiries, supervising requirements tracking, and identifying international, federal, and state rule changes. Work closely with the AML and Sanctions Officer and support all aspects of the AML analytics, surveillance, and investigation teams activities. Manage a team of expert compliance associates. The Expertise and Skills You Bring 10+ years compliance and/or legal experience in the financial services industry, including a robust understanding of and experience with digital assets, blockchain and wallets and an understanding of the regulatory landscape in digital assets. Experience supporting regulatory exams and leading interactions with banking regulators. 4-year college degree required; JD preferred Experience and passion for leading and mentoring an international team and supporting a culture of diversity, inclusion, ownership, and empowerment. A strong ability to work and thrive in a fast paced, start-up environment operating in an uncharted regulatory environment. A record of success influencing key decision makers through a combination of knowledge, reasoning, and relationships Shown success working collaboratively across various teams, including Legal, Operations, Risk and Audit An ability to quickly synthesize information, make decisions and respond to shifts in priorities. The Team The Chief Compliance Officer for Fidelity Digital Assets℠ reports to the Head of Compliance for Fidelity Investments. Fidelity Compliance, a 600-person organization, is accountable for business unit compliance strategy and oversight in addition to providing enterprise services and policies regarding Ethics, Digital Compliance practices, Anti-Money Laundering. Fidelity Compliance reports into the Chief Administrative Officer. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
04/12/2024
Full time
Job Description: The Role As the leader of the Compliance team for Fidelity Digital Assets℠, you will provide regulatory advice and support to Fidelity s full-service, enterprise-grade platform for securing, trading, and supporting investments in digital assets by serving as an informed and trusted partner, who promotes a culture of ethical conduct and dedication to compliance, regulatory, and legal obligations. In this role, you will: Lead all aspects of compliance for both Fidelity Digital Asset Services, LLC (New York State-chartered limited liability trust company), Fidelity Digital Assets, Ltd. (UK entity), and Fidelity s future VASP (Ireland entity) and ensure compliance with laws, regulatory requirements, policies, and procedures. Serve as an officer of the New York trust company, addressing the board of directors regularly on compliance, regulatory, industry, and enforcement matters. Develop the compliance business plan, structure, and strategy for the U.S. and international teams; build processes and improve controls to ensure compliance with regulations. Partner closely with the Head of Fidelity Digital Assets and support business development, client service, and product teams by reviewing new products for regulatory and operational compliance risks, presenting the compliance program to prospects and government bodies, performing due diligence on new prospects, and providing mentorship on regulatory topics. Lead the U.S. and international regulatory programs, including the registration and licensing processes, maintaining relationships with regulators, supporting regulatory exams and inquiries, supervising requirements tracking, and identifying international, federal, and state rule changes. Work closely with the AML and Sanctions Officer and support all aspects of the AML analytics, surveillance, and investigation teams activities. Manage a team of expert compliance associates. The Expertise and Skills You Bring 10+ years compliance and/or legal experience in the financial services industry, including a robust understanding of and experience with digital assets, blockchain and wallets and an understanding of the regulatory landscape in digital assets. Experience supporting regulatory exams and leading interactions with banking regulators. 4-year college degree required; JD preferred Experience and passion for leading and mentoring an international team and supporting a culture of diversity, inclusion, ownership, and empowerment. A strong ability to work and thrive in a fast paced, start-up environment operating in an uncharted regulatory environment. A record of success influencing key decision makers through a combination of knowledge, reasoning, and relationships Shown success working collaboratively across various teams, including Legal, Operations, Risk and Audit An ability to quickly synthesize information, make decisions and respond to shifts in priorities. The Team The Chief Compliance Officer for Fidelity Digital Assets℠ reports to the Head of Compliance for Fidelity Investments. Fidelity Compliance, a 600-person organization, is accountable for business unit compliance strategy and oversight in addition to providing enterprise services and policies regarding Ethics, Digital Compliance practices, Anti-Money Laundering. Fidelity Compliance reports into the Chief Administrative Officer. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
As Chief Compliance Officer you will Continue to improve and build upon a strong global compliance program in support of the fourth largest asset management firm in the world that keeps pace with applicable global regulations, including oversight for testing and reporting of applicable law, rules, regulatory guidance and internal policy requirements As a member of the SSGA senior most Operating Group, Executive Management Group and Senior Leadership Team as well as the Corporate Compliance function, provide collaborative compliance technical advice and consulting as a subject matter expert to the SSGA Chief Executive Officer, Global Corporate Chief Compliance Officer, and advisors across all SSGA functions, including sales, product, broker-dealer, investments, and trading Proactively manage regulatory risk by managing governance forums, performing risk assessments, directing monitoring and oversight efforts, and implementing training programs in key risk areas such as trading practices, sales practices, conflicts of interest, and ethics Manage global regulatory exams and prepare business leaders for reviews conducted by banking and investment advisor regulators, including the SEC, FINRA, FCA, CBI, SFC, MAS, ASIC, and the Federal Reserve Manage a global team of approximately 50 Compliance officers built on a foundation of teamwork, integrity, and cognitive diversity Implement an effective global regulatory change management program by monitoring changes in regulation and working with business partners to update relevant controls and drive regulatory readiness Educate Compliance and business personnel on applicable Compliance-related rules and regulations, including Investment Advisers Act of 1940, Investment Company Act of 1940, Commodity Exchange Act, ERISA rules, FINRA rules, and global regulatory requirements for investment advisers, broker dealers, mutual funds, exchange traded funds, commodity pools, hedge funds, and other products Prepare and present annual and periodic Compliance program reports/reviews to satisfy client, regulator, and internal management requirements, including Compliance Program evaluations on the state of compliance Represent Compliance in SSGA Governance Committees with the purpose of providing advisory support and robust challenge to business line counterparts on regulatory matters Oversee the preparation of various bank, investment company, and investment adviser regulatory filings and internal reports for senior management and the Board of Directors Develop, implement, and administer Compliance policies and procedures Review and assess regulatory and Compliance breaches and remediation Managing key projects from the initiation and planning stages through execution and completion What we value These skills will help you succeed in this role Ability to manage multiple simultaneous tasks in a high pressure, deadline-driven environment Strong abilities in analytical thinking, problem solving, research, time management, and verbal and written communication Qualified to collaborate with individuals across business units/lines Ability to take ownership and initiative, to negotiate, influence and build consensus and successfully navigate within a demanding and international environment of a leading global financial institution Education & Preferred Qualifications Undergraduate college degree required, JD or MBA degrees preferred Minimum 12 years of experience administering and supporting Compliance programs for global asset management firms Expert understanding of the Investment Company Act of 1940, the Investment Advisers Act of 1940, and applicable rules and regulations thereunder Understanding of the Commodities Exchange Act of 1934 and applicable rules and regulations and National Futures Association rules for Commodity Trading Advisers and Commodity Pool Operators Capable of leading global teams and producing high quality and/or final work product and solutions under strict regulatory or management deadlines Salary Range: $225,000 - $337,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
04/07/2024
Full time
As Chief Compliance Officer you will Continue to improve and build upon a strong global compliance program in support of the fourth largest asset management firm in the world that keeps pace with applicable global regulations, including oversight for testing and reporting of applicable law, rules, regulatory guidance and internal policy requirements As a member of the SSGA senior most Operating Group, Executive Management Group and Senior Leadership Team as well as the Corporate Compliance function, provide collaborative compliance technical advice and consulting as a subject matter expert to the SSGA Chief Executive Officer, Global Corporate Chief Compliance Officer, and advisors across all SSGA functions, including sales, product, broker-dealer, investments, and trading Proactively manage regulatory risk by managing governance forums, performing risk assessments, directing monitoring and oversight efforts, and implementing training programs in key risk areas such as trading practices, sales practices, conflicts of interest, and ethics Manage global regulatory exams and prepare business leaders for reviews conducted by banking and investment advisor regulators, including the SEC, FINRA, FCA, CBI, SFC, MAS, ASIC, and the Federal Reserve Manage a global team of approximately 50 Compliance officers built on a foundation of teamwork, integrity, and cognitive diversity Implement an effective global regulatory change management program by monitoring changes in regulation and working with business partners to update relevant controls and drive regulatory readiness Educate Compliance and business personnel on applicable Compliance-related rules and regulations, including Investment Advisers Act of 1940, Investment Company Act of 1940, Commodity Exchange Act, ERISA rules, FINRA rules, and global regulatory requirements for investment advisers, broker dealers, mutual funds, exchange traded funds, commodity pools, hedge funds, and other products Prepare and present annual and periodic Compliance program reports/reviews to satisfy client, regulator, and internal management requirements, including Compliance Program evaluations on the state of compliance Represent Compliance in SSGA Governance Committees with the purpose of providing advisory support and robust challenge to business line counterparts on regulatory matters Oversee the preparation of various bank, investment company, and investment adviser regulatory filings and internal reports for senior management and the Board of Directors Develop, implement, and administer Compliance policies and procedures Review and assess regulatory and Compliance breaches and remediation Managing key projects from the initiation and planning stages through execution and completion What we value These skills will help you succeed in this role Ability to manage multiple simultaneous tasks in a high pressure, deadline-driven environment Strong abilities in analytical thinking, problem solving, research, time management, and verbal and written communication Qualified to collaborate with individuals across business units/lines Ability to take ownership and initiative, to negotiate, influence and build consensus and successfully navigate within a demanding and international environment of a leading global financial institution Education & Preferred Qualifications Undergraduate college degree required, JD or MBA degrees preferred Minimum 12 years of experience administering and supporting Compliance programs for global asset management firms Expert understanding of the Investment Company Act of 1940, the Investment Advisers Act of 1940, and applicable rules and regulations thereunder Understanding of the Commodities Exchange Act of 1934 and applicable rules and regulations and National Futures Association rules for Commodity Trading Advisers and Commodity Pool Operators Capable of leading global teams and producing high quality and/or final work product and solutions under strict regulatory or management deadlines Salary Range: $225,000 - $337,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Why this role is important to us The Business Risk Management Executive (BRME) team is a first line function that partners with State Street Global Advisors business teams to properly identify, assess and manage operational and regulatory risk. The Control and Assurance Program Manager will play an important role on this team, responsible for oversight of the accuracy and completeness of SSGA's control inventory and for developing and delivering on the annual control assurance plan. Seeking professionals with 10+ years of experience in operational risk, compliance or audit with a focus on risk assessment and control design. Why this role is important to us The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for. What you will be responsible for As a Control and Assurance Program Manager you will Maintain oversight of ongoing or anticipated programs to improve the SSGA control inventory, including risk and program mapping Oversee change management process for updates to the control inventory Develop annual control assurance plan based on testing standards, business priorities and inputs from Compliance and Risk partners; recommend and then implement adjustments to the plan based on changes in the business and/or emerging risk(s) Maintain deep subject matter knowledge related to business line activities, operating model, industry and regulatory trends, as well as business and technology risks; efficiently and effectively apply this insight into the control and assurance programs Schedule, oversee and deliver comprehensive control assurance, including resource management, planning assignments, and providing overall direction to the team Draft, review, finalize and present assurance program deliverables to key stakeholders For more complex review topics, lead and/or perform end-to-end process and control reviews to assess the design of a suite of controls Document and communicate results of reviews, including issues and recommendations, to process owners and senior management Plan and supervise execution of annual control certification program Engage with partners in the 2nd and 3rd line of defense to coordinate program planning and improve risk coverage and limit any potential overlap or duplication of work Establish and maintain productive relationships with key business function leaders; instill confidence by demonstrating credibility and expertise on risk assessment and control issues Educate business stakeholders on controls and related programs What we value These skills will help you succeed in this role 10+ years of financial services experience with a large financial services firm or advisory/consulting firm including experience as an internal auditor, public accountant, or risk or compliance officer Experience in risk management, regulatory compliance, or control programs Independent strategic thinker with an understanding of regulatory, operational, and technology risks in financial services, preferably within investment management function(s) Strong organizational awareness with ability to facilitate and resolve conflicts; ability to make informed, risk optimized decisions under time pressure Ability to manage and coach teams to produce efficient and high quality deliverables Ability to collaborate and drive results within the organization Excellent written and verbal communication skills, including the ability to adapt to various situations and audiences Knowledge of common risk management frameworks and methodologies Demonstrated analytical and problem-solving skills and ability to work on large global cross-functional projects Strong ability to lead through influence Excellent skills in MS Excel, PowerPoint, and process mapping tools Self-motivated professional with the ability to work within deadlines and meet goals Professional certification in auditing preferred, e.g., CIA, CPA, CFSA Experience working with remote offshore and regional teams Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: State Street Global Advisors Salary Range: $100,000 - $167,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
04/07/2024
Full time
Why this role is important to us The Business Risk Management Executive (BRME) team is a first line function that partners with State Street Global Advisors business teams to properly identify, assess and manage operational and regulatory risk. The Control and Assurance Program Manager will play an important role on this team, responsible for oversight of the accuracy and completeness of SSGA's control inventory and for developing and delivering on the annual control assurance plan. Seeking professionals with 10+ years of experience in operational risk, compliance or audit with a focus on risk assessment and control design. Why this role is important to us The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for. What you will be responsible for As a Control and Assurance Program Manager you will Maintain oversight of ongoing or anticipated programs to improve the SSGA control inventory, including risk and program mapping Oversee change management process for updates to the control inventory Develop annual control assurance plan based on testing standards, business priorities and inputs from Compliance and Risk partners; recommend and then implement adjustments to the plan based on changes in the business and/or emerging risk(s) Maintain deep subject matter knowledge related to business line activities, operating model, industry and regulatory trends, as well as business and technology risks; efficiently and effectively apply this insight into the control and assurance programs Schedule, oversee and deliver comprehensive control assurance, including resource management, planning assignments, and providing overall direction to the team Draft, review, finalize and present assurance program deliverables to key stakeholders For more complex review topics, lead and/or perform end-to-end process and control reviews to assess the design of a suite of controls Document and communicate results of reviews, including issues and recommendations, to process owners and senior management Plan and supervise execution of annual control certification program Engage with partners in the 2nd and 3rd line of defense to coordinate program planning and improve risk coverage and limit any potential overlap or duplication of work Establish and maintain productive relationships with key business function leaders; instill confidence by demonstrating credibility and expertise on risk assessment and control issues Educate business stakeholders on controls and related programs What we value These skills will help you succeed in this role 10+ years of financial services experience with a large financial services firm or advisory/consulting firm including experience as an internal auditor, public accountant, or risk or compliance officer Experience in risk management, regulatory compliance, or control programs Independent strategic thinker with an understanding of regulatory, operational, and technology risks in financial services, preferably within investment management function(s) Strong organizational awareness with ability to facilitate and resolve conflicts; ability to make informed, risk optimized decisions under time pressure Ability to manage and coach teams to produce efficient and high quality deliverables Ability to collaborate and drive results within the organization Excellent written and verbal communication skills, including the ability to adapt to various situations and audiences Knowledge of common risk management frameworks and methodologies Demonstrated analytical and problem-solving skills and ability to work on large global cross-functional projects Strong ability to lead through influence Excellent skills in MS Excel, PowerPoint, and process mapping tools Self-motivated professional with the ability to work within deadlines and meet goals Professional certification in auditing preferred, e.g., CIA, CPA, CFSA Experience working with remote offshore and regional teams Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: State Street Global Advisors Salary Range: $100,000 - $167,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Description Who we are looking for. State Street Global Advisors is looking for a motivated senior business analyst with financial and technical experience to join our Portfolio Analytics Technology Solutions team and support technology initiatives prioritized to build and enhance the firm's capabilities around ESG Data and Reporting. Candidate should have from 5-7 years of experience and be familiar with business requirements gathering and documentation for applications within the asset management industry. The person will work directly with stakeholders across - ESG Investments, ESG Product Strategy, ESG Data and Operations, Client, Product and Regulatory Reporting, and Enterprise Risk Management to understand their data and reporting requirements and to translate requirements into functional specifications for technology partners building/ enhancing IT solutions for ESG reporting. The position is in Boston, MA. Due to the role requirements his job needs to be performed primarily in the office with some flex opportunities available. Why this role is important to us. The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions, and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for. What you will be responsible for As a business analyst you will: Document and clearly communicate the business and system specifications; review with business stakeholders and obtain approval for development. Collaborate with multiple stakeholders to understand the data sources and operational processes, and data dependencies. Maintain project artifacts, document lessons learned, and continuously refine and streamline the framework to implement technology solutions. Lead story grooming, provide subsequent clarifications, and approve QA test cases. Assist in test case development, review, execution of part of test cases and support all stakeholders during testing activities. Knowledge-share the business specifications with development team; facilitate the technical design; and create the system specifications and agile stories. What we value Strong understanding of the relationships between technology, data, operations, and business areas of the asset management, investment management. Knowledge on Fixed Income and Equity instruments and familiarity with holdings, security master and reference/ market data. Strong understanding of ESG data in context of the asset management industry. Deep dive data analysis and data profiling as enablers of business decisions. Database experience with SQL or other database languages. Along with knowledge in the financial markets specifically within asset management, investment management and preferably enterprise risk business domain will be required to build, improve, and implement robust, scalable solutions for State Street Global Advisors. Highly organized, self-motivated and the ability to work on multiple related initiatives. Familiarity with data modeling techniques will prove helpful. Strategic thinking, Strong communication skills, at both senior management level and team/project level. Education & Preferred Qualifications Minimum bachelor's degree with 5+ years of professional experience in a Business Analyst role in the asset management industry. Strong analytic, debugging, problem solving and collaborative skills. Good knowledge of SQL to be able to look up data and perform data analysis. Python knowledge to perform quick analyses would be added advantage. Any specific experience with data management best practices, data governance, data quality controls, regional or regulatory reporting requirements is preferable. Deep understanding of Agile SDLC methodology Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions, and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: State Street Global Advisors Salary Range: $100,000 - $160,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
04/07/2024
Full time
Job Description Who we are looking for. State Street Global Advisors is looking for a motivated senior business analyst with financial and technical experience to join our Portfolio Analytics Technology Solutions team and support technology initiatives prioritized to build and enhance the firm's capabilities around ESG Data and Reporting. Candidate should have from 5-7 years of experience and be familiar with business requirements gathering and documentation for applications within the asset management industry. The person will work directly with stakeholders across - ESG Investments, ESG Product Strategy, ESG Data and Operations, Client, Product and Regulatory Reporting, and Enterprise Risk Management to understand their data and reporting requirements and to translate requirements into functional specifications for technology partners building/ enhancing IT solutions for ESG reporting. The position is in Boston, MA. Due to the role requirements his job needs to be performed primarily in the office with some flex opportunities available. Why this role is important to us. The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions, and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for. What you will be responsible for As a business analyst you will: Document and clearly communicate the business and system specifications; review with business stakeholders and obtain approval for development. Collaborate with multiple stakeholders to understand the data sources and operational processes, and data dependencies. Maintain project artifacts, document lessons learned, and continuously refine and streamline the framework to implement technology solutions. Lead story grooming, provide subsequent clarifications, and approve QA test cases. Assist in test case development, review, execution of part of test cases and support all stakeholders during testing activities. Knowledge-share the business specifications with development team; facilitate the technical design; and create the system specifications and agile stories. What we value Strong understanding of the relationships between technology, data, operations, and business areas of the asset management, investment management. Knowledge on Fixed Income and Equity instruments and familiarity with holdings, security master and reference/ market data. Strong understanding of ESG data in context of the asset management industry. Deep dive data analysis and data profiling as enablers of business decisions. Database experience with SQL or other database languages. Along with knowledge in the financial markets specifically within asset management, investment management and preferably enterprise risk business domain will be required to build, improve, and implement robust, scalable solutions for State Street Global Advisors. Highly organized, self-motivated and the ability to work on multiple related initiatives. Familiarity with data modeling techniques will prove helpful. Strategic thinking, Strong communication skills, at both senior management level and team/project level. Education & Preferred Qualifications Minimum bachelor's degree with 5+ years of professional experience in a Business Analyst role in the asset management industry. Strong analytic, debugging, problem solving and collaborative skills. Good knowledge of SQL to be able to look up data and perform data analysis. Python knowledge to perform quick analyses would be added advantage. Any specific experience with data management best practices, data governance, data quality controls, regional or regulatory reporting requirements is preferable. Deep understanding of Agile SDLC methodology Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street Global Advisors What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions, and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care. Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance, and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Company: State Street Global Advisors Salary Range: $100,000 - $160,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Little League International
Williamsport, Pennsylvania
CANDIDATE PROFILE The successful candidate will demonstrate a strong leadership presence balanced with a flexible approach, a bias for both precision and action, a record of accomplishment in excellent judgment and decision-making skills, and a style that is approachable embodying a culture of genuine connection and ability to positively influence and interact with all levels of employees and stakeholders. The ideal candidate will bring in depth knowledge of corporate financial law, tax reporting, investments, and risk management practices along with the ability to develop business and financial acumen of others. The Vice President will hold a strong commitment to Little League's mission and have the ability to think critically and make decisions while balancing alignment with the purpose, vision, mission, values, and goals of the organization. ROLE EXPECTATIONS Ensure the financial health and sustainability of the organization to enable the implementation of key goals and objectives by creating and overseeing the annual operating budget that is aligned with our vision, mission, and strategic plan. Maintain an appropriate system of policies, internal controls, accounting standards, and procedures under the GASB (General Accounting Standards Board). Develop and monitor the implementation of short- and long-range financial goals and set targets for organizational financial growth. Manage investment portfolios and advisors. Build and maintain strong trusting relationships with the Executive Leadership Team, International Board of Directors (BOD), managers, employees, partners, and stakeholders. Have a solid understanding of how Little League's revenue streams and expenses work and support all revenue functions of the organization. Collaborate with EVP/Chief Marketing and Business Relationship Officer to evaluate revenue streams, support current partnership strategies, and identify opportunities for growth and development. Ensure collaborative approach to business or operational partnerships and support / use of relevant products and services. Ensure all appropriate systems and processes are in place to fully support the implementation of philanthropy and social impact initiatives including but not limited to general fundraising support and financial information, financial categorization for storytelling, filing and adherence to tax and IRS requirements, financial reporting to public entities, financial tracking, restricted funds and gifts, and other required documentation. Analyze internal facility operations, both Williamsport and Regional offices, and continuously identify areas of process improvement and cost efficiencies. Create realistic and well-planned budget processes that lead to cost-effective budgets reflecting the budget maximization needs of senior management and departments. Provide effective training for leaders and managers not only in the budget process but in all applicable finance functions for their specific areas of responsibility. Develop and provide financial training and guidelines for field and league officials to manage budgets effectively. Set budget priorities while providing a strong culture of stewardship of resources. Collaborate with Senior Leadership across all departments and BOD along with senior leadership team in setting and driving financial strategies and create the appropriate financial reports to measure success. Partner with the VP of Philanthropy & Social Impact to enable the function i.e., structuring it appropriately financially, ensuring appropriate laws and philanthropic requirements are met through the financial process, reporting, recordkeeping, etc. Contribute to the development of revenue generation and growth planning involving multiple revenue channels. Through knowledge, support, and collaboration, play an integral part in building business cases for new initiatives, capital investments, and partnerships. Assist with cost analysis and depreciation when acquiring new capital equipment. Provide recommendations in partnership with Chief Legal Officer regarding opportunities in risk management, insurance programs, and resource allocation. Identify and implement sound investment strategies in consultation with the Investment Committee and External Investment Advisors aligned with BOD's directives and Investment Policy. Forecast multi-year capital, facilities, and staff requirements; identify monetary resources; and develop appropriate action plans. Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances. Lead quarterly financial reviews with department leaders/managers to build and sustain financial and business acumen. Administer the preparation of all financial statements, including income statements, balance sheets, tax returns, and government agency reports. Oversee annual audit and work with auditors to ensure compliance with all applicable tax, financial, accounting, and regulatory requirements, using best practice standards; ensure a system of strong internal controls. Work with local leagues in the education and process framework for a successful financial model. Provide leadership, management, and professional development to both the Finance Department and the Facilities Department ensuring compliance with relevant regulatory entities (i.e., OSHA). Develop a high-performing, collaborative team which is trusted and respected throughout the organization by communicating expectations to the team and providing constructive feedback in a timely manner. Responsible for the strategic guidance, professional development, and performance of direct reports. Lead all efforts associated with facilities master planning in partnership with Little League Leadership, the Board, and Property Committee. Oversee large-scale capital improvement projects for the facilities to include leading the RFP and bid process and working with contractors and third-party vendors for construction planning and design. Serve as the primary contact for all financial, banking, and investment managers as well as the primary contact for all facilities public hearings, zoning, etc. Serve as management liaison to the BOD Investment and Property Committees and attend all BOD meetings. Able and willing to travel and work outside normal business hours, including on weekends, as needed. REQUIRED EDUCATION & EXPERIENCE Licensed CPA. Master's degree in accounting, Finance, Business Administration, or industry-relevant equivalent preferred. Minimum of 8-10 years of proven experience in accounting and financial management practices with significant financial planning and analysis exposure (FP&A). Solid understanding of GAAP and accounting reporting standards. Highly skilled in the use of MS Office, especially Excel, and financial management software. Project management experience. Knowledgeable in all areas of not-for-profit accounting developed from working for a non-profit in financial oversight and accounting. Budget development and implementation. PREFERRED EDUCATION & CERTIFICATIONS Experience with grant accounting and pledge receivables preferably with a non-profit organization. Knowledge of interior and exterior facilities management. Experience or detailed understanding of the construction of large-scale capital projects and how those projects relate to planning design activities. Experience volunteering in youth sports. eFCecomms
04/06/2024
Full time
CANDIDATE PROFILE The successful candidate will demonstrate a strong leadership presence balanced with a flexible approach, a bias for both precision and action, a record of accomplishment in excellent judgment and decision-making skills, and a style that is approachable embodying a culture of genuine connection and ability to positively influence and interact with all levels of employees and stakeholders. The ideal candidate will bring in depth knowledge of corporate financial law, tax reporting, investments, and risk management practices along with the ability to develop business and financial acumen of others. The Vice President will hold a strong commitment to Little League's mission and have the ability to think critically and make decisions while balancing alignment with the purpose, vision, mission, values, and goals of the organization. ROLE EXPECTATIONS Ensure the financial health and sustainability of the organization to enable the implementation of key goals and objectives by creating and overseeing the annual operating budget that is aligned with our vision, mission, and strategic plan. Maintain an appropriate system of policies, internal controls, accounting standards, and procedures under the GASB (General Accounting Standards Board). Develop and monitor the implementation of short- and long-range financial goals and set targets for organizational financial growth. Manage investment portfolios and advisors. Build and maintain strong trusting relationships with the Executive Leadership Team, International Board of Directors (BOD), managers, employees, partners, and stakeholders. Have a solid understanding of how Little League's revenue streams and expenses work and support all revenue functions of the organization. Collaborate with EVP/Chief Marketing and Business Relationship Officer to evaluate revenue streams, support current partnership strategies, and identify opportunities for growth and development. Ensure collaborative approach to business or operational partnerships and support / use of relevant products and services. Ensure all appropriate systems and processes are in place to fully support the implementation of philanthropy and social impact initiatives including but not limited to general fundraising support and financial information, financial categorization for storytelling, filing and adherence to tax and IRS requirements, financial reporting to public entities, financial tracking, restricted funds and gifts, and other required documentation. Analyze internal facility operations, both Williamsport and Regional offices, and continuously identify areas of process improvement and cost efficiencies. Create realistic and well-planned budget processes that lead to cost-effective budgets reflecting the budget maximization needs of senior management and departments. Provide effective training for leaders and managers not only in the budget process but in all applicable finance functions for their specific areas of responsibility. Develop and provide financial training and guidelines for field and league officials to manage budgets effectively. Set budget priorities while providing a strong culture of stewardship of resources. Collaborate with Senior Leadership across all departments and BOD along with senior leadership team in setting and driving financial strategies and create the appropriate financial reports to measure success. Partner with the VP of Philanthropy & Social Impact to enable the function i.e., structuring it appropriately financially, ensuring appropriate laws and philanthropic requirements are met through the financial process, reporting, recordkeeping, etc. Contribute to the development of revenue generation and growth planning involving multiple revenue channels. Through knowledge, support, and collaboration, play an integral part in building business cases for new initiatives, capital investments, and partnerships. Assist with cost analysis and depreciation when acquiring new capital equipment. Provide recommendations in partnership with Chief Legal Officer regarding opportunities in risk management, insurance programs, and resource allocation. Identify and implement sound investment strategies in consultation with the Investment Committee and External Investment Advisors aligned with BOD's directives and Investment Policy. Forecast multi-year capital, facilities, and staff requirements; identify monetary resources; and develop appropriate action plans. Monitor financial performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances. Lead quarterly financial reviews with department leaders/managers to build and sustain financial and business acumen. Administer the preparation of all financial statements, including income statements, balance sheets, tax returns, and government agency reports. Oversee annual audit and work with auditors to ensure compliance with all applicable tax, financial, accounting, and regulatory requirements, using best practice standards; ensure a system of strong internal controls. Work with local leagues in the education and process framework for a successful financial model. Provide leadership, management, and professional development to both the Finance Department and the Facilities Department ensuring compliance with relevant regulatory entities (i.e., OSHA). Develop a high-performing, collaborative team which is trusted and respected throughout the organization by communicating expectations to the team and providing constructive feedback in a timely manner. Responsible for the strategic guidance, professional development, and performance of direct reports. Lead all efforts associated with facilities master planning in partnership with Little League Leadership, the Board, and Property Committee. Oversee large-scale capital improvement projects for the facilities to include leading the RFP and bid process and working with contractors and third-party vendors for construction planning and design. Serve as the primary contact for all financial, banking, and investment managers as well as the primary contact for all facilities public hearings, zoning, etc. Serve as management liaison to the BOD Investment and Property Committees and attend all BOD meetings. Able and willing to travel and work outside normal business hours, including on weekends, as needed. REQUIRED EDUCATION & EXPERIENCE Licensed CPA. Master's degree in accounting, Finance, Business Administration, or industry-relevant equivalent preferred. Minimum of 8-10 years of proven experience in accounting and financial management practices with significant financial planning and analysis exposure (FP&A). Solid understanding of GAAP and accounting reporting standards. Highly skilled in the use of MS Office, especially Excel, and financial management software. Project management experience. Knowledgeable in all areas of not-for-profit accounting developed from working for a non-profit in financial oversight and accounting. Budget development and implementation. PREFERRED EDUCATION & CERTIFICATIONS Experience with grant accounting and pledge receivables preferably with a non-profit organization. Knowledge of interior and exterior facilities management. Experience or detailed understanding of the construction of large-scale capital projects and how those projects relate to planning design activities. Experience volunteering in youth sports. eFCecomms
Center 3 (19075), United States of America, McLean, VirginiaEnterprise Services Risk Senior Manager The mission of the Enterprise Services Risk Office is to make it easy for business teams to deliver innovative and well-managed products and services to our customers and internal teams - and to have fun while doing it! We are looking for critical thinkers who are ready to challenge conventional approaches in search of better ways to manage risk and partner in the challenge to create amazing experiences. As a member of the ES Risk team, you will lead critical risk work related to Enterprise facing data movement, management and storage initiatives including process risk management, control testing, issue management and broader risk strategy. You will partner with compliance, legal, operations and line of business professionals to review and assess risks, controls, and processes related to this area. You will help create routines, deliver reporting, and improve processes that enable us to stay well managed and evolve how we manage risk. You will understand business impacts of data related decisions and activities and develop appropriate controls to address. You will have a significant level of exposure across the Company and your contributions will directly impact our key data initiatives for Capital One and our customers. Responsibilities: Facilitate and support process and control testing and management activities (including audits and assessments) Develop and maintain the core risk profile for enterprise data platforms Translate regulatory jargon and technically complex information into easily understandable language Partner across risk teams, including Product, Tech, and Cyber to evolve how we work as an organization Oversee our governance and reporting routines Build a reputation as a trusted advisor to the business and communicate effectively at all levels Navigate gray space to proactively identify new risks as the business innovates Prepare ongoing reporting for enterprise wide reports Basic Qualifications: At least 5 years of project or process management experience Attention to detail and results focused Ability to lean and and demonstrate critical thinking and problem solving skills Ability to adapt to the changing circumstances of a fast paced technology company Strong written and verbal communication skills Preferred Qualifications: Experience in a compliance, regulatory, audit, legal or risk team Experience in controls development, controls management, and reporting activities Ability to adapt to the changing circumstances of a fast-paced technology company CIPP, Lean, Agile, Six Sigma, Business Process Management, or Project Management certification At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum Full time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. New York City (Hybrid On-Site): $195,200 - $222,800 for Sr. Manager, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at (see below) . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to (see below) Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
12/05/2023
Full time
Center 3 (19075), United States of America, McLean, VirginiaEnterprise Services Risk Senior Manager The mission of the Enterprise Services Risk Office is to make it easy for business teams to deliver innovative and well-managed products and services to our customers and internal teams - and to have fun while doing it! We are looking for critical thinkers who are ready to challenge conventional approaches in search of better ways to manage risk and partner in the challenge to create amazing experiences. As a member of the ES Risk team, you will lead critical risk work related to Enterprise facing data movement, management and storage initiatives including process risk management, control testing, issue management and broader risk strategy. You will partner with compliance, legal, operations and line of business professionals to review and assess risks, controls, and processes related to this area. You will help create routines, deliver reporting, and improve processes that enable us to stay well managed and evolve how we manage risk. You will understand business impacts of data related decisions and activities and develop appropriate controls to address. You will have a significant level of exposure across the Company and your contributions will directly impact our key data initiatives for Capital One and our customers. Responsibilities: Facilitate and support process and control testing and management activities (including audits and assessments) Develop and maintain the core risk profile for enterprise data platforms Translate regulatory jargon and technically complex information into easily understandable language Partner across risk teams, including Product, Tech, and Cyber to evolve how we work as an organization Oversee our governance and reporting routines Build a reputation as a trusted advisor to the business and communicate effectively at all levels Navigate gray space to proactively identify new risks as the business innovates Prepare ongoing reporting for enterprise wide reports Basic Qualifications: At least 5 years of project or process management experience Attention to detail and results focused Ability to lean and and demonstrate critical thinking and problem solving skills Ability to adapt to the changing circumstances of a fast paced technology company Strong written and verbal communication skills Preferred Qualifications: Experience in a compliance, regulatory, audit, legal or risk team Experience in controls development, controls management, and reporting activities Ability to adapt to the changing circumstances of a fast-paced technology company CIPP, Lean, Agile, Six Sigma, Business Process Management, or Project Management certification At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum Full time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. New York City (Hybrid On-Site): $195,200 - $222,800 for Sr. Manager, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at (see below) . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to (see below) Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: In this highly visible leadership position, you will be accountable for establishing the overall direction of the Internal Audit modeling team, focused on auditing the model development life cycle activities as well as being a key advisor to senior leadership within the three lines of defense. THE IMPACT YOU WILL MAKEThe Senior Director, Internal Audit - Quantitative Modeling role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Motivate, influence, and develop a team of Internal Audit modeling professionals. Provide strategic direction for auditing key model applications across the enterprise, evolving the audit methodology to address new technologies and emerging risks, and developing points of view on existing processes and emerging risks for senior management within the company.* Serve as a key advisor to the Internal Audit Modeling Vice President and the Chief Audit Executive regarding risks, controls, and regulatory compliance in the first and second lines of defense.* Work closely with model development (first line of defense) and model risk management (second line of defense) in auditing the overall model development lifecycle activities to assist in identifying emerging risks and trends within the enterprise.* Establish strong partnerships with key members of management, regulators, and our external auditors to drive actions for improvement across the enterprise.* Oversee continuous risk monitoring to ensure the audit plan is dynamic and considers emerging risks and the changing business landscape. * Develop the audit and business skills of modeling specialists to inspire engagement, drive risk identification and develop risk-based audit approaches that are responsive to emerging risk and innovative technologies. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 8 years of relevant leadership experience in internal audit, modeling, or analyticsLeadership Skills* Adept at working with people having different functional expertise respectfully and cooperatively to work toward a common goal* Collective capabilities for leadership, including leading teams, giving feedback, coaching, and mentoring* Influencing including negotiating, persuading others, facilitating meetings, and resolving conflict* Adept at managing project plans, resources, and people to ensure successful project completion* Proficient written and oral communication skills, particularly the ability to deliver complex technical information to diverse audiences in a meaningful way* Demonstrated experience with stakeholder management and interactions with regulatory entities.* Ability to present information and/or ideas to an audience through clear and engaging visualizationsTechnical Skills* Experience auditing models and the model development lifecycle* Experience applying advanced econometric and statistical techniques to time series, panel data, discrete event modeling, mortgage performance modeling, property and financial asset valuation, and other quantitative problems in mortgage financeDesired Experience* Advanced degree in Statistics, Mathematics, Economics, Computer Science, or similar quantitative discipline* Leadership experience in internal audit at a large firm* Knowledge of the Secondary Mortgage MarketAdditional Information: Job Reference ID: REF9570XThe future is what you make it to be. Discover compelling opportunities at careers.fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/27/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: In this highly visible leadership position, you will be accountable for establishing the overall direction of the Internal Audit modeling team, focused on auditing the model development life cycle activities as well as being a key advisor to senior leadership within the three lines of defense. THE IMPACT YOU WILL MAKEThe Senior Director, Internal Audit - Quantitative Modeling role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Motivate, influence, and develop a team of Internal Audit modeling professionals. Provide strategic direction for auditing key model applications across the enterprise, evolving the audit methodology to address new technologies and emerging risks, and developing points of view on existing processes and emerging risks for senior management within the company.* Serve as a key advisor to the Internal Audit Modeling Vice President and the Chief Audit Executive regarding risks, controls, and regulatory compliance in the first and second lines of defense.* Work closely with model development (first line of defense) and model risk management (second line of defense) in auditing the overall model development lifecycle activities to assist in identifying emerging risks and trends within the enterprise.* Establish strong partnerships with key members of management, regulators, and our external auditors to drive actions for improvement across the enterprise.* Oversee continuous risk monitoring to ensure the audit plan is dynamic and considers emerging risks and the changing business landscape. * Develop the audit and business skills of modeling specialists to inspire engagement, drive risk identification and develop risk-based audit approaches that are responsive to emerging risk and innovative technologies. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 8 years of relevant leadership experience in internal audit, modeling, or analyticsLeadership Skills* Adept at working with people having different functional expertise respectfully and cooperatively to work toward a common goal* Collective capabilities for leadership, including leading teams, giving feedback, coaching, and mentoring* Influencing including negotiating, persuading others, facilitating meetings, and resolving conflict* Adept at managing project plans, resources, and people to ensure successful project completion* Proficient written and oral communication skills, particularly the ability to deliver complex technical information to diverse audiences in a meaningful way* Demonstrated experience with stakeholder management and interactions with regulatory entities.* Ability to present information and/or ideas to an audience through clear and engaging visualizationsTechnical Skills* Experience auditing models and the model development lifecycle* Experience applying advanced econometric and statistical techniques to time series, panel data, discrete event modeling, mortgage performance modeling, property and financial asset valuation, and other quantitative problems in mortgage financeDesired Experience* Advanced degree in Statistics, Mathematics, Economics, Computer Science, or similar quantitative discipline* Leadership experience in internal audit at a large firm* Knowledge of the Secondary Mortgage MarketAdditional Information: Job Reference ID: REF9570XThe future is what you make it to be. Discover compelling opportunities at careers.fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to modernize the nations housing finance system while being part of an inclusive team using new, emerging technologies. Here, you will help lead our industry forward, enhance your technical expertise, and make your career. Job Description: Minimum Required Experiences* 2 yearsDesired Experiences* Bachelor degree or equivalentTHE IMPACT YOU WILL MAKEThe Technology Risk - Risk Management - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:As a valued colleague on our team, you will contribute to assessing and identifying potential risks that may threaten our reputation, safety, security, and/or financial success, as well as collaborate with team in communicating and collaborating with key stakeholders across the enterprise, and understanding business objectives Qualifications: THE EXPERIENCE YOU BRING TO THE TEAM* Experience determining business areas that pose potential risks to the enterprise. * Experience evaluating the impact of proposed risks to the enterprise.* Experience monitoring and reporting on information and processes to reduce risk using rigorous analysis.* Document and report on resolutions and control guidelines.* Partner with the team to review business strategies, and make decisions that will drive success in the face of shifting consumer behaviors and regulations.* Familiarity with executing technology risk assessments and knowledge of industry best practices/frameworks (COBIT 5, ISO 27002, NIST, CSF, ITIL, etc.) relating to IT processes and SOX internal controls such as technical resiliency/business continuity, network and infrastructure security, cybersecurity, cloud, automation, enterprise technology architecture, asset lifecycle and inventory management, release and configuration management, system development lifecycle, as well as technology platforms and controls (UNIX, Oracle, Windows, network devices, tools, LDAP/AD, DBMS, and cloud related infrastructure services such as AWS etc.).* Knowledge of the risk and control considerations for one or more modern and emerging technology areas, including but not limited to automation (robotics, cognitive, etc.), vulnerability management, cloud adoption, agile development and related web / mobile applications, and related infrastructure components.* Ability to thrive in ambiguous environments; to think creatively and develop new and innovative solutions. Ability to problem solve, design, and think through processes identifying key risks, gaps and mitigation strategies.* Skillful relationship builder and facilitator that can help drive success of an evolving program.* Experience working within internal audit, IT risk, or IT compliance function as an internal employee or as part of professional services firm. * Big Four assurance or advisory experience a plus.* Prior experience working on a large-scale change initiative to provide design leadership in large or complex development projects involving application development, migrations, and additions to existing applications.* Ability to evaluate new policies and procedures for operational and control impacts and governance, risk and compliance standards. May be asked to develop risk and operational reporting.* Strong negotiation and influencing skills required. Comfortable breaking down and presenting complex information to a wide array of audiences including senior executives. * Demonstrate and apply strong project management skills, inspire teamwork and collaborative spirit across internal customer and stakeholder teams.Tools* Skilled in Visio* Experience using RiskWorks* Experience using SharePoint* Skilled in ExcelAdditional Information: REF: REF9580EThe future is what you make it to be. Discover compelling opportunities at careers.fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/27/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to modernize the nations housing finance system while being part of an inclusive team using new, emerging technologies. Here, you will help lead our industry forward, enhance your technical expertise, and make your career. Job Description: Minimum Required Experiences* 2 yearsDesired Experiences* Bachelor degree or equivalentTHE IMPACT YOU WILL MAKEThe Technology Risk - Risk Management - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:As a valued colleague on our team, you will contribute to assessing and identifying potential risks that may threaten our reputation, safety, security, and/or financial success, as well as collaborate with team in communicating and collaborating with key stakeholders across the enterprise, and understanding business objectives Qualifications: THE EXPERIENCE YOU BRING TO THE TEAM* Experience determining business areas that pose potential risks to the enterprise. * Experience evaluating the impact of proposed risks to the enterprise.* Experience monitoring and reporting on information and processes to reduce risk using rigorous analysis.* Document and report on resolutions and control guidelines.* Partner with the team to review business strategies, and make decisions that will drive success in the face of shifting consumer behaviors and regulations.* Familiarity with executing technology risk assessments and knowledge of industry best practices/frameworks (COBIT 5, ISO 27002, NIST, CSF, ITIL, etc.) relating to IT processes and SOX internal controls such as technical resiliency/business continuity, network and infrastructure security, cybersecurity, cloud, automation, enterprise technology architecture, asset lifecycle and inventory management, release and configuration management, system development lifecycle, as well as technology platforms and controls (UNIX, Oracle, Windows, network devices, tools, LDAP/AD, DBMS, and cloud related infrastructure services such as AWS etc.).* Knowledge of the risk and control considerations for one or more modern and emerging technology areas, including but not limited to automation (robotics, cognitive, etc.), vulnerability management, cloud adoption, agile development and related web / mobile applications, and related infrastructure components.* Ability to thrive in ambiguous environments; to think creatively and develop new and innovative solutions. Ability to problem solve, design, and think through processes identifying key risks, gaps and mitigation strategies.* Skillful relationship builder and facilitator that can help drive success of an evolving program.* Experience working within internal audit, IT risk, or IT compliance function as an internal employee or as part of professional services firm. * Big Four assurance or advisory experience a plus.* Prior experience working on a large-scale change initiative to provide design leadership in large or complex development projects involving application development, migrations, and additions to existing applications.* Ability to evaluate new policies and procedures for operational and control impacts and governance, risk and compliance standards. May be asked to develop risk and operational reporting.* Strong negotiation and influencing skills required. Comfortable breaking down and presenting complex information to a wide array of audiences including senior executives. * Demonstrate and apply strong project management skills, inspire teamwork and collaborative spirit across internal customer and stakeholder teams.Tools* Skilled in Visio* Experience using RiskWorks* Experience using SharePoint* Skilled in ExcelAdditional Information: REF: REF9580EThe future is what you make it to be. Discover compelling opportunities at careers.fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Vice President, Internal Audit - Remote Opportunity - ( ) Description About KinderCare Education KinderCare Education operatesmore than 1,380early learning centers,andmore than560Champions sites, supported by a corporate team ofnearly 600headquarters employees in Portland, Oregon. In 2019, KinderCare Educationearned their thirdGallup Great Workplace Award one of only 39companies worldwide towin this award. In neighborhoods with our KinderCare Learning Centers that offer early childhood education and child care for children six weeks to 12 years old At work through KinderCare Education at Work , family benefits for employers including on-site and near-site early learning centers and back-up care for last-minute child care In local schools with our Champions before and after-school programs. Position Overview: We have a newly created high visibility position for a Vice President of Internal Audit. The successful candidate will operate as a strategic thought leader within the company, while being just as comfortable in a tactical execution driven capacity. In this role, you'll leverage your extensive knowledge of assurance, advisory, and risk assessment management to strengthen the efficiency and effectiveness of the company. This position reports directly to our Audit Committee Chairperson and administratively to the Chief Financial Officer while having regular communication with the Board of Directors, Audit Committee and Executive Management. Job Responsibilities: Develop and implement the long-term Internal Audit vision and strategy, in line with KinderCare's culture. Lead the team in providing independent objective assurance and advisory services that are designed to validate design and operating effectiveness as well as improve controls, operations, risk management and compliance. Lead the company's finalization and implementation of public company Sarbanes-Oxley (SOX) compliance program. Ensure that a robust set of IT general controls are in place and operating effectively, while working with IT leadership to help assess new IT control risks in a constantly changing environment. Coordination with our Corporate Controller, Information Technology leadership and external auditor to ensure adequacy of annual audit plan for ongoing assurance and SOX needs. Serves as the senior leader to communicate the strategic importance of financial controls to other leaders and the company in an inspiring way. In addition to SOX compliance, oversees Corporate Audit and Field Audit teams that support, audit and review our processes at center level as well as at the National Support Center. Develop a risk-based annual audit plan through direct input, insight and perspective around current business, industry and regulatory risk factors to provide senior management with feedback on processes, operations and controls. Reporting to Audit Committee on a quarterly basis of the results of audit initiatives, SOX status and business consulting activities. This leader must have excellent interpersonal skills, willingness to dig into the details and the ability to be viewed as a business partner whose work is part of the organization's purpose. Qualifications 12+ years of professional leadership experience over Internal Audit. Experience managing an Internal Audit function in a publicly traded company preferred. Experience building a culture of compliance and financial controls by considering the mission and values of the organization. Demonstrated ownership in managing objectives, team members, and stakeholders (internal and external). SOX experience required. Undergraduate or graduate degree in finance, accounting, audit, economics, business, or relevant area of study. Public Accounting experience preferred. Ability to travel when/if necessary. KinderCare Education employs more than 32,000 team members across 1,700 locations nationwide. Our devoted family of education providers leads the nation in accreditation and includes KinderCare Learning Centers, KinderCare Education at Work, Champions Before- and After-School Programs, Cambridge Schools , Knowledge Beginnings and The Grove School. KinderCare Education is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law. Primary Location : US-Oregon-Portland Other Locations : US-Remote Opportunity Job : National Support Center Organization : NSC Schedule : Permanent Shift : Standard Job Type : Full-time Day Job Travel : No Job Posting : Oct 15, 2021, 6:18:17 PM
11/10/2021
Full time
Vice President, Internal Audit - Remote Opportunity - ( ) Description About KinderCare Education KinderCare Education operatesmore than 1,380early learning centers,andmore than560Champions sites, supported by a corporate team ofnearly 600headquarters employees in Portland, Oregon. In 2019, KinderCare Educationearned their thirdGallup Great Workplace Award one of only 39companies worldwide towin this award. In neighborhoods with our KinderCare Learning Centers that offer early childhood education and child care for children six weeks to 12 years old At work through KinderCare Education at Work , family benefits for employers including on-site and near-site early learning centers and back-up care for last-minute child care In local schools with our Champions before and after-school programs. Position Overview: We have a newly created high visibility position for a Vice President of Internal Audit. The successful candidate will operate as a strategic thought leader within the company, while being just as comfortable in a tactical execution driven capacity. In this role, you'll leverage your extensive knowledge of assurance, advisory, and risk assessment management to strengthen the efficiency and effectiveness of the company. This position reports directly to our Audit Committee Chairperson and administratively to the Chief Financial Officer while having regular communication with the Board of Directors, Audit Committee and Executive Management. Job Responsibilities: Develop and implement the long-term Internal Audit vision and strategy, in line with KinderCare's culture. Lead the team in providing independent objective assurance and advisory services that are designed to validate design and operating effectiveness as well as improve controls, operations, risk management and compliance. Lead the company's finalization and implementation of public company Sarbanes-Oxley (SOX) compliance program. Ensure that a robust set of IT general controls are in place and operating effectively, while working with IT leadership to help assess new IT control risks in a constantly changing environment. Coordination with our Corporate Controller, Information Technology leadership and external auditor to ensure adequacy of annual audit plan for ongoing assurance and SOX needs. Serves as the senior leader to communicate the strategic importance of financial controls to other leaders and the company in an inspiring way. In addition to SOX compliance, oversees Corporate Audit and Field Audit teams that support, audit and review our processes at center level as well as at the National Support Center. Develop a risk-based annual audit plan through direct input, insight and perspective around current business, industry and regulatory risk factors to provide senior management with feedback on processes, operations and controls. Reporting to Audit Committee on a quarterly basis of the results of audit initiatives, SOX status and business consulting activities. This leader must have excellent interpersonal skills, willingness to dig into the details and the ability to be viewed as a business partner whose work is part of the organization's purpose. Qualifications 12+ years of professional leadership experience over Internal Audit. Experience managing an Internal Audit function in a publicly traded company preferred. Experience building a culture of compliance and financial controls by considering the mission and values of the organization. Demonstrated ownership in managing objectives, team members, and stakeholders (internal and external). SOX experience required. Undergraduate or graduate degree in finance, accounting, audit, economics, business, or relevant area of study. Public Accounting experience preferred. Ability to travel when/if necessary. KinderCare Education employs more than 32,000 team members across 1,700 locations nationwide. Our devoted family of education providers leads the nation in accreditation and includes KinderCare Learning Centers, KinderCare Education at Work, Champions Before- and After-School Programs, Cambridge Schools , Knowledge Beginnings and The Grove School. KinderCare Education is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law. Primary Location : US-Oregon-Portland Other Locations : US-Remote Opportunity Job : National Support Center Organization : NSC Schedule : Permanent Shift : Standard Job Type : Full-time Day Job Travel : No Job Posting : Oct 15, 2021, 6:18:17 PM