Job Description: The Role Fidelity Digital Asset Services is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. The Execution Services Operations team is responsible for identifying and resolving trade breaks, proactively monitoring order flow, identifying, and escalating trade discrepancies, resolving trading and exchange-related disputes, and providing key external client support. To be effective, you will work closely with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to ensure understanding of client trading and operational needs as well and drive overall satisfaction. With your knowledge and commitment, you will become a collaborative and resourceful member of the FDAS team, sharing best practices and driving successful results. The Expertise and Skills You Bring Bachelor's Degree preferred 5+ years of trade & post trade execution support & knowledge of trading and industry practices/tools In depth knowledge of front to back trade lifecycle Daily workflow management experience in setting shifts and ensuring work is completed within SLA Strong attention to detail and experience in reviewing others work Experience and demonstration of working within a procedure and controls operational environment familiar with audit process Strong process management & decision-making skills Prior experience in taking the lead on key projects or initiatives Experience in supporting testing in UAT & Production environments Knowledge of trading technologies & API/FIX & other trading frameworks Deep knowledge of Institutional clients, accounts (e.g. hedge funds) Understanding and demonstration of quantitative & analytical skills and experience with associated platforms Relationship building skills across teams, business units, and national peers Proficient skills in various PC software applications to include Microsoft, Access, Excel, Word, Power point Cryptocurrency knowledge an advantage Your excellent interpersonal, verbal, and written communication skills Your ability to work well on global teams and in fast-paced, cross-collaborative environments Your ability to think analytically and deliver solutions to complex challenges and recognize when escalation is required Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions Your passion for thought leadership in innovation & promotion of change amongst the group Your success in navigating and thriving in a dynamic, growing new business Your understanding of risk inherent to Institutional trade execution The Value You Deliver At Fidelity, collaboration isn t just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you ll deliver are: Coaching and developing a team of associates to deliver an outstanding experience to our clients Prioritizing and handling critical issues/exceptions that are received from clients/ business Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures Driving high satisfaction, quality, and efficiency for both the client and FDAS Delivering superior results quickly and efficiently, utilizing effective time management skills Driving innovation through curiosity and comprehensive understanding of business processes and challenges The Team Fidelity Digital Asset Services is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. This role represents an exciting opportunity to help launch Institutional relationship capabilities within FDAS and help bring the vision for the future to life. 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.
04/19/2024
Full time
Job Description: The Role Fidelity Digital Asset Services is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. The Execution Services Operations team is responsible for identifying and resolving trade breaks, proactively monitoring order flow, identifying, and escalating trade discrepancies, resolving trading and exchange-related disputes, and providing key external client support. To be effective, you will work closely with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to ensure understanding of client trading and operational needs as well and drive overall satisfaction. With your knowledge and commitment, you will become a collaborative and resourceful member of the FDAS team, sharing best practices and driving successful results. The Expertise and Skills You Bring Bachelor's Degree preferred 5+ years of trade & post trade execution support & knowledge of trading and industry practices/tools In depth knowledge of front to back trade lifecycle Daily workflow management experience in setting shifts and ensuring work is completed within SLA Strong attention to detail and experience in reviewing others work Experience and demonstration of working within a procedure and controls operational environment familiar with audit process Strong process management & decision-making skills Prior experience in taking the lead on key projects or initiatives Experience in supporting testing in UAT & Production environments Knowledge of trading technologies & API/FIX & other trading frameworks Deep knowledge of Institutional clients, accounts (e.g. hedge funds) Understanding and demonstration of quantitative & analytical skills and experience with associated platforms Relationship building skills across teams, business units, and national peers Proficient skills in various PC software applications to include Microsoft, Access, Excel, Word, Power point Cryptocurrency knowledge an advantage Your excellent interpersonal, verbal, and written communication skills Your ability to work well on global teams and in fast-paced, cross-collaborative environments Your ability to think analytically and deliver solutions to complex challenges and recognize when escalation is required Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions Your passion for thought leadership in innovation & promotion of change amongst the group Your success in navigating and thriving in a dynamic, growing new business Your understanding of risk inherent to Institutional trade execution The Value You Deliver At Fidelity, collaboration isn t just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you ll deliver are: Coaching and developing a team of associates to deliver an outstanding experience to our clients Prioritizing and handling critical issues/exceptions that are received from clients/ business Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures Driving high satisfaction, quality, and efficiency for both the client and FDAS Delivering superior results quickly and efficiently, utilizing effective time management skills Driving innovation through curiosity and comprehensive understanding of business processes and challenges The Team Fidelity Digital Asset Services is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. This role represents an exciting opportunity to help launch Institutional relationship capabilities within FDAS and help bring the vision for the future to life. 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 Summary This position will collaborate with the Executive Director to fully grasp the Foundation s operation as part of succession planning. It is responsible for providing leadership in planning, developing, and implementing comprehensive fundraising programs. This position cultivates, solicits, and stewards complex major gifts and relationships with major donors. Must possess the knowledge and skills related to working with donors regarding estate or legacy gifts and the legalities and appropriateness for donors to achieve their philanthropic aspirations. This often includes working with financial planners, estate attorneys, and accountants to design a philanthropic gift plan that provides tax benefit and fulfills the desires of the donor. Responsible for prospect identification, interpretation of often complex prospect research to ensure maximized saturation of the target market, cultivation of prospective donors with substantial capacity, strategic relationship management and fundraising activities. This position reports to the Executive Director, Institutional Advancement & College Foundation. Essential Job Functions Work closely with the Executive Director to develop a thorough understanding of all facets of the office of Institutional Advancement and the College Foundation. Acts as department lead in absence of Executive Director. Maintain a portfolio of 100-120 existing donors. Grow this portfolio through increased donor engagement as well as expanded new prospect development. Responsible for prospect identification, research, cultivation, and stewardship of donors. Assume responsibility of the advancement services area: database, audit, scholarship administration with guidance from the Executive Director. Provides leadership in optimizing the use of and overseeing technology systems (Raiser s Edge, NextGen, ResearchPoint, etc.). Ensures all internal controls and audit standards are met to receive exemplary audit results. Serve as staff lead on major and planned giving programs. Direct the ongoing success of the Charitable Gift Annuities Program. Develop strategies, work with Executive Director on matters related to strategies/implementation for Foundations. Provide support for all alumni and annual giving functions. Provide general support and participate in Foundation events focusing on strategic activities with donors to be embedded into each event. Responsible for developing a personal portfolio of leadership annual givers (President s Society). All of the above in collaboration with the Director of Annual Giving. Oversee implementation and strategic evaluation of use of donor database. Extrapolate donor data to include wealth screenings in plans for donor relationship building. Assist the Executive Director in developing budget and strategic fundraising goals. Engage in collaboration across all internal constituencies to gain a rich understanding of the decision-making process for funding requests. Under the direction and support of the Executive Director, participate on all Board Committees. Lead the Planned Giving Advisory Council. Offer insights and recommendations related to the addition of new Board Members. Assist the Executive Director with the development of business-related policies and guidelines. Assists in implementing approved actions items. Attends various organizational meetings and serves on assigned committees. Perform other duties as assigned. Minimum Requirements to Perform Work Bachelor s degree. At least seven years of relevant experience to include fiscal and investment management, staff supervision, and complex project management. Personal knowledge of community college environment and Carroll County a plus. Superior communications skills and high degree of initiative and creativity. Ability to interact effectively with Board members, CEOs, corporate officials and volunteers, community members, and College staff. Knowledge of state, federal, and IRS laws and regulations related to giving and donations. Demonstrated knowledge of endowment and investment management, balance sheet and cash flow. Demonstrate ability to maintain strict confidentiality Proficiency in Microsoft Office Suite/Teams/database experience Available to work some evenings or weekends. Preferred: Master s Degree CFRE (Certified Fund Raising Executive) Prior supervisory experience in a non-profit environment Database experience in Raiser s Edge or comparable Supplemental Information This position will be placed on the College 12-month Exempt Staff salary scale at grade 110. Actual salary placement based on qualifications and experience. Position includes an excellent fringe benefit package. PHYSICAL DEMANDS: The work is normally light work which requires exerting up to ten pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Additionally, the following physical abilities are required: Hear/talk/communicate Must be able to exchange information and communicate Visual Acuity/ability to perceive or detect surroundings Mental acuity Able to focus, concentrate, understand, and convey subject matter Repetitive motion (i.e., keyboarding) Stand/sit/walk/able to move or traverse from one area to another WORK ENVIRONMENT: College campus, direct contact with diverse students, staff, faculty and the general public in classrooms, common areas, offices, and campus environments. Work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as office, meeting, and training rooms. Use of safe workplace practices with office equipment; computers for data entry and word processing with some highly technical applications and new technology systems; acquiring funds; avoidance of trips and falls; observance of fire and building safety regulations; observance of College policies; and observance of traffic laws when driving College vehicles. Carroll Community College has the right to revise this position description at any time, and this position description does not represent in any way a contract of employment. TO QUALIFY FOR EMPLOYMENT, SELECTED CANDIDATES MUST: successfully complete a criminal background check (for designated positions) be able to work on campus as of the first day of employment be a resident of DE, MD, PA, VA, WV or DC as of the first day of employment be currently authorized to work in the US, as the College does not offer Visa sponsorships Carroll Community College is committed to creating a diverse, equitable and inclusive environment. Carroll Community College is committed to Equal Opportunity Employment.
04/19/2024
Full time
Job Summary This position will collaborate with the Executive Director to fully grasp the Foundation s operation as part of succession planning. It is responsible for providing leadership in planning, developing, and implementing comprehensive fundraising programs. This position cultivates, solicits, and stewards complex major gifts and relationships with major donors. Must possess the knowledge and skills related to working with donors regarding estate or legacy gifts and the legalities and appropriateness for donors to achieve their philanthropic aspirations. This often includes working with financial planners, estate attorneys, and accountants to design a philanthropic gift plan that provides tax benefit and fulfills the desires of the donor. Responsible for prospect identification, interpretation of often complex prospect research to ensure maximized saturation of the target market, cultivation of prospective donors with substantial capacity, strategic relationship management and fundraising activities. This position reports to the Executive Director, Institutional Advancement & College Foundation. Essential Job Functions Work closely with the Executive Director to develop a thorough understanding of all facets of the office of Institutional Advancement and the College Foundation. Acts as department lead in absence of Executive Director. Maintain a portfolio of 100-120 existing donors. Grow this portfolio through increased donor engagement as well as expanded new prospect development. Responsible for prospect identification, research, cultivation, and stewardship of donors. Assume responsibility of the advancement services area: database, audit, scholarship administration with guidance from the Executive Director. Provides leadership in optimizing the use of and overseeing technology systems (Raiser s Edge, NextGen, ResearchPoint, etc.). Ensures all internal controls and audit standards are met to receive exemplary audit results. Serve as staff lead on major and planned giving programs. Direct the ongoing success of the Charitable Gift Annuities Program. Develop strategies, work with Executive Director on matters related to strategies/implementation for Foundations. Provide support for all alumni and annual giving functions. Provide general support and participate in Foundation events focusing on strategic activities with donors to be embedded into each event. Responsible for developing a personal portfolio of leadership annual givers (President s Society). All of the above in collaboration with the Director of Annual Giving. Oversee implementation and strategic evaluation of use of donor database. Extrapolate donor data to include wealth screenings in plans for donor relationship building. Assist the Executive Director in developing budget and strategic fundraising goals. Engage in collaboration across all internal constituencies to gain a rich understanding of the decision-making process for funding requests. Under the direction and support of the Executive Director, participate on all Board Committees. Lead the Planned Giving Advisory Council. Offer insights and recommendations related to the addition of new Board Members. Assist the Executive Director with the development of business-related policies and guidelines. Assists in implementing approved actions items. Attends various organizational meetings and serves on assigned committees. Perform other duties as assigned. Minimum Requirements to Perform Work Bachelor s degree. At least seven years of relevant experience to include fiscal and investment management, staff supervision, and complex project management. Personal knowledge of community college environment and Carroll County a plus. Superior communications skills and high degree of initiative and creativity. Ability to interact effectively with Board members, CEOs, corporate officials and volunteers, community members, and College staff. Knowledge of state, federal, and IRS laws and regulations related to giving and donations. Demonstrated knowledge of endowment and investment management, balance sheet and cash flow. Demonstrate ability to maintain strict confidentiality Proficiency in Microsoft Office Suite/Teams/database experience Available to work some evenings or weekends. Preferred: Master s Degree CFRE (Certified Fund Raising Executive) Prior supervisory experience in a non-profit environment Database experience in Raiser s Edge or comparable Supplemental Information This position will be placed on the College 12-month Exempt Staff salary scale at grade 110. Actual salary placement based on qualifications and experience. Position includes an excellent fringe benefit package. PHYSICAL DEMANDS: The work is normally light work which requires exerting up to ten pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Additionally, the following physical abilities are required: Hear/talk/communicate Must be able to exchange information and communicate Visual Acuity/ability to perceive or detect surroundings Mental acuity Able to focus, concentrate, understand, and convey subject matter Repetitive motion (i.e., keyboarding) Stand/sit/walk/able to move or traverse from one area to another WORK ENVIRONMENT: College campus, direct contact with diverse students, staff, faculty and the general public in classrooms, common areas, offices, and campus environments. Work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as office, meeting, and training rooms. Use of safe workplace practices with office equipment; computers for data entry and word processing with some highly technical applications and new technology systems; acquiring funds; avoidance of trips and falls; observance of fire and building safety regulations; observance of College policies; and observance of traffic laws when driving College vehicles. Carroll Community College has the right to revise this position description at any time, and this position description does not represent in any way a contract of employment. TO QUALIFY FOR EMPLOYMENT, SELECTED CANDIDATES MUST: successfully complete a criminal background check (for designated positions) be able to work on campus as of the first day of employment be a resident of DE, MD, PA, VA, WV or DC as of the first day of employment be currently authorized to work in the US, as the College does not offer Visa sponsorships Carroll Community College is committed to creating a diverse, equitable and inclusive environment. Carroll Community College is committed to Equal Opportunity Employment.
Why this role is important to us The team you will be joining is a part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world's governments, institutions and financial advisors across the globe. 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 Cybersecurity Risk Manager, you will Monitor operational security posture to ensure Cybersecurity policies, standards, and procedures are instituted, understood, and followed. Manage and participate in complex Cybersecurity projects. Lead projects that require the implementation of Cybersecurity measures and controls. Conduct Cybersecurity reviews and identify security gaps in the technology ecosystem resulting in recommendations for inclusion in the Cybersecurity controls enhancement program and risk mitigation strategy. Review and assess the effectiveness of existing Cybersecurity controls (gap analysis) and associated test results to help improve the Cybersecurity posture. Conduct risk assessments for transformational projects (such as Cloud migrations), track mitigations efforts, and develop risk metrics and risk reports. Review Cybersecurity controls for internal and external vendors as part of third-party risk assessments. Develop Cybersecurity KPIs and KRIs and Cybersecurity risk burndowns to support the business requirements and strategy. Take part in major Cybersecurity initiatives and projects as well as in reviews of security systems and internal controls under development. Identify potential Cybersecurity risks and related issues by applying knowledge of Information Cybersecurity industry trends and present IT environment. Identification of ineffective, or lacking internal and external vendor Cybersecurity controls and quantification of risk to SSGA. Analysis of technical intelligence data and reporting and identification of Cybersecurity issues related to vendor control environments. Conduct compliance assessment with applicable Cybersecurity regulatory obligations as part of Cybersecurity risk assessments. Support Cybersecurity process and control owners to implement remediation solutions by providing mentorship on remediation requirements to balance improved effectiveness with the simplicity of the IT control environment. What we value These skills will help you succeed in this role Broad experience in Cybersecurity processes, controls, countermeasures, standards, and methodologies. Possess advanced knowledge of cloud security, network and application vulnerability. assessments, pen testing, among other key Cybersecurity processes. Possess sound judgment, Cybersecurity risk awareness, and inquisitive personality; ability to think critically and critic event and outcomes professionally. Advanced experience with IAM and PAM solutions. Experience in security architecture, with a focus on hybrid and multi cloud solutions. Strong proficiency and skills with database applications, including Oracle, Cloud applications, Microsoft Office, and other related technologies. Strong ability to give attention to detail in addition to organization and project management skills. Strong ability to research and gather information from both business and IT functions. Strong analytical and critical thinking skills to resolve issues promptly as they occur. Strong ability to work collaboratively and cooperatively with all employees irrespective of their status in the organization. Strong presentation, verbal, and written communication skills. Strong knowledge of the various Cybersecurity standards recognized in the industry, including NIST CSF, NIST RMF, NIST SP 800-53, ISO27001, ISACA, and other security Frameworks and Standards. Ability to work independently, manage multiple tasks simultaneously, and adapt quickly to changes. Education & Preferred Qualifications Eight plus years of relevant Cybersecurity experience. Ten plus years of General IT and Risk experience. Experience in Cybersecurity risk assessments and project management. Expert skill analyzing and organizing problems or work processes for technical Cybersecurity solutions. Expertise in cyber risk management, including the latest trends, tools and techniques. Expertise in evaluating cyber security, cyber resiliency and cyber maturity and the ability to develop and implement effective controls and countermeasures. Regulatory expertise, with a strong understanding of compliance requirements for the Financial Services industry. Strong knowledge of Cyber and Cloud technologies and tools and the ability to assess associated risks, including data driven monitoring or penetration test approaches. Experience in Financial Services is highly preferred. Experience collaborating with remote offshore teams. Experience in developing KRIs and KPIs for Cybersecurity processes. Possess bachelor's degree in computer science, Information Systems, or in another related field. Certification in the industry, such as the Certified Information Systems Security Professional (CISSP) or the Certified in Risk and Information Systems Control (CRISC), is a plus. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 perspective 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 the 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 program 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Discover more at Salary Range: $110,000 - $185,000 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.
04/19/2024
Full time
Why this role is important to us The team you will be joining is a part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world's governments, institutions and financial advisors across the globe. 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 Cybersecurity Risk Manager, you will Monitor operational security posture to ensure Cybersecurity policies, standards, and procedures are instituted, understood, and followed. Manage and participate in complex Cybersecurity projects. Lead projects that require the implementation of Cybersecurity measures and controls. Conduct Cybersecurity reviews and identify security gaps in the technology ecosystem resulting in recommendations for inclusion in the Cybersecurity controls enhancement program and risk mitigation strategy. Review and assess the effectiveness of existing Cybersecurity controls (gap analysis) and associated test results to help improve the Cybersecurity posture. Conduct risk assessments for transformational projects (such as Cloud migrations), track mitigations efforts, and develop risk metrics and risk reports. Review Cybersecurity controls for internal and external vendors as part of third-party risk assessments. Develop Cybersecurity KPIs and KRIs and Cybersecurity risk burndowns to support the business requirements and strategy. Take part in major Cybersecurity initiatives and projects as well as in reviews of security systems and internal controls under development. Identify potential Cybersecurity risks and related issues by applying knowledge of Information Cybersecurity industry trends and present IT environment. Identification of ineffective, or lacking internal and external vendor Cybersecurity controls and quantification of risk to SSGA. Analysis of technical intelligence data and reporting and identification of Cybersecurity issues related to vendor control environments. Conduct compliance assessment with applicable Cybersecurity regulatory obligations as part of Cybersecurity risk assessments. Support Cybersecurity process and control owners to implement remediation solutions by providing mentorship on remediation requirements to balance improved effectiveness with the simplicity of the IT control environment. What we value These skills will help you succeed in this role Broad experience in Cybersecurity processes, controls, countermeasures, standards, and methodologies. Possess advanced knowledge of cloud security, network and application vulnerability. assessments, pen testing, among other key Cybersecurity processes. Possess sound judgment, Cybersecurity risk awareness, and inquisitive personality; ability to think critically and critic event and outcomes professionally. Advanced experience with IAM and PAM solutions. Experience in security architecture, with a focus on hybrid and multi cloud solutions. Strong proficiency and skills with database applications, including Oracle, Cloud applications, Microsoft Office, and other related technologies. Strong ability to give attention to detail in addition to organization and project management skills. Strong ability to research and gather information from both business and IT functions. Strong analytical and critical thinking skills to resolve issues promptly as they occur. Strong ability to work collaboratively and cooperatively with all employees irrespective of their status in the organization. Strong presentation, verbal, and written communication skills. Strong knowledge of the various Cybersecurity standards recognized in the industry, including NIST CSF, NIST RMF, NIST SP 800-53, ISO27001, ISACA, and other security Frameworks and Standards. Ability to work independently, manage multiple tasks simultaneously, and adapt quickly to changes. Education & Preferred Qualifications Eight plus years of relevant Cybersecurity experience. Ten plus years of General IT and Risk experience. Experience in Cybersecurity risk assessments and project management. Expert skill analyzing and organizing problems or work processes for technical Cybersecurity solutions. Expertise in cyber risk management, including the latest trends, tools and techniques. Expertise in evaluating cyber security, cyber resiliency and cyber maturity and the ability to develop and implement effective controls and countermeasures. Regulatory expertise, with a strong understanding of compliance requirements for the Financial Services industry. Strong knowledge of Cyber and Cloud technologies and tools and the ability to assess associated risks, including data driven monitoring or penetration test approaches. Experience in Financial Services is highly preferred. Experience collaborating with remote offshore teams. Experience in developing KRIs and KPIs for Cybersecurity processes. Possess bachelor's degree in computer science, Information Systems, or in another related field. Certification in the industry, such as the Certified Information Systems Security Professional (CISSP) or the Certified in Risk and Information Systems Control (CRISC), is a plus. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 perspective 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 the 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 program 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Discover more at Salary Range: $110,000 - $185,000 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.
Job description: Our clients 's Global Internal Audit Group plays a critical role in protecting and enhancing the organizations value through risk-based assurance and advisory services to internal stakeholders, senior management, and our Audit Committee of the Board. The Senior Global IT & Security Auditor is responsible for: Planning and executing audits of various processes/locations, both U.S. and international. Partner with peers in creating a risk assessment analysis of a proposed audit of entities, processes or critical systems. Prepare and present audit findings to audit leadership and business stakeholders. Identify and communicate risk & control themes to various stakeholders. Demonstrate a high degree of soft/presentation skills. Ability to coach others, and be coached (by peers, management, and partners). Spending approximately 24 months in this role before advancing to other opportunities within the company. Qualifications: What you will bring: 2+ years of IT Audit, Cybersecurity, or related experience in similar fields (Computer Science, Informatics, IT or Cybersecurity Governance, Risk, and Compliance, etc.) Bachelors Degree in relevant field (Management Information Systems, Cybersecurity, Decision and Information Sciences, Computer Information Systems, Computer Sciences, Accounting/Finance, etc.) Strong written and verbal communications skills, including listening and interviewing skills and influencing skills with ability to discuss complex issues clearly Possess a proficient understanding of the following areas: IT general controls (e.g., access management, change management, disaster recovery & backup, infrastructure, etc.) Cybersecurity Cloud IT Governance, Risk, and Compliance Software Development Lifecycle Ability to coach others, and be coached (by peers, management, and partners) 5 15% travel to client's international and U.S. locations required Willing to work in a flexible hybrid work model with interaction at the companys head office and audit locations Why is This a Great Opportunity: Our client is one of the top global pharma's. This is a highly visible Leadership Development Rotation Program. You will spend 24 months in the Internal Audit Group and them move on to other areas of the company. Our client is very big on career development. Salary Type : Annual Salary Salary Min : $ 95000 Salary Max : $ 115000 Currency Type : USD
04/18/2024
Full time
Job description: Our clients 's Global Internal Audit Group plays a critical role in protecting and enhancing the organizations value through risk-based assurance and advisory services to internal stakeholders, senior management, and our Audit Committee of the Board. The Senior Global IT & Security Auditor is responsible for: Planning and executing audits of various processes/locations, both U.S. and international. Partner with peers in creating a risk assessment analysis of a proposed audit of entities, processes or critical systems. Prepare and present audit findings to audit leadership and business stakeholders. Identify and communicate risk & control themes to various stakeholders. Demonstrate a high degree of soft/presentation skills. Ability to coach others, and be coached (by peers, management, and partners). Spending approximately 24 months in this role before advancing to other opportunities within the company. Qualifications: What you will bring: 2+ years of IT Audit, Cybersecurity, or related experience in similar fields (Computer Science, Informatics, IT or Cybersecurity Governance, Risk, and Compliance, etc.) Bachelors Degree in relevant field (Management Information Systems, Cybersecurity, Decision and Information Sciences, Computer Information Systems, Computer Sciences, Accounting/Finance, etc.) Strong written and verbal communications skills, including listening and interviewing skills and influencing skills with ability to discuss complex issues clearly Possess a proficient understanding of the following areas: IT general controls (e.g., access management, change management, disaster recovery & backup, infrastructure, etc.) Cybersecurity Cloud IT Governance, Risk, and Compliance Software Development Lifecycle Ability to coach others, and be coached (by peers, management, and partners) 5 15% travel to client's international and U.S. locations required Willing to work in a flexible hybrid work model with interaction at the companys head office and audit locations Why is This a Great Opportunity: Our client is one of the top global pharma's. This is a highly visible Leadership Development Rotation Program. You will spend 24 months in the Internal Audit Group and them move on to other areas of the company. Our client is very big on career development. Salary Type : Annual Salary Salary Min : $ 95000 Salary Max : $ 115000 Currency Type : USD
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.
Job Description: Senior Manager IT Controls Global Financial Controls Center of Excellence 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 Manager role will deliver significant value to the business by leading multiple project teams to assess risks to the firm s financial processes by managing complex integrated assurance reviews, select strategic initiatives to ensure adequate financial controls considerations as well as other ad-hoc projects and training efforts. This role provides thought leadership and subject matter expertise (SME) by partnering with Senior Business Leaders, Head of Corporate Accounting & Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function s mission. The role will report to the VP, Head of Global Financial Controls CoE or a Director. The Expertise and Skills We re Looking For Bachelor s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology) Eight plus years of progressive experience with leading integrated (manual and IT) financial controls reviews Advanced grasp of IT Applications Controls (ITACs) and key reports (IPEs) testing and exposure to IT General Controls (ITGCs) Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable Sound knowledge of US GAAP, Internal Controls over Financial Reporting, and COSO framework Exposure to ERP/General Ledger SaaS implementations, Alternative Investments and/or Digital Assets including related regulatory guidance preferred Professional certification CISA and/or CPA highly desired. Other relevant certifications CISSP and CIA Working understanding of accounting and financial processes including financial statement risks and controls Familiarity and proven record of driving change within complex / matrixed corporate environments Exceptional leadership and proficient relationship builder with proven influencing and people management skills Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines Excellent verbal and written communication skills to present and lead conversations with senior management Strong project management skills, ability to manage competing priorities and workload Financial services industry experience desirable The Value You Deliver Support the delivery of GFC s annual plan through periodic risk assessments and workstream oversight Ensure key strategic initiatives and system implementations have adequate financial controls considerations Serve as an IT controls subject matter expert and provide thought leadership through effective partnership Effectively engage with IT stakeholders including developers, system owners, BU ISOs, and IT Risk teams Manages all phases of multiple integrated workstream reviews to ensure adherence to GFC methodology Effectively identify key risks over in-scope processes including design & operating effectiveness of controls Develops high quality closing reports and formal presentations of key themes and issues to senior management Coaches, develops, and manages output of direct reports to build and retain a high performing team Demonstrates strong executive presence and storytelling ability to effectively communicate with business partners Build rapport and credibility to earn the trust of key stakeholders and develop productive relationships Enhances organizational maturity and introduces best practices to strengthen the controls environment Knowledge of assigned business units, trends, regulatory standards/considerations, and risk/controls best practices; effectively apply these concepts to diverse situations Ability to organize, monitor, and control projects to ensure efficient resource utilization and timely deliverables The base salary range for this position is $85,000-$179,000 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.
04/18/2024
Full time
Job Description: Senior Manager IT Controls Global Financial Controls Center of Excellence 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 Manager role will deliver significant value to the business by leading multiple project teams to assess risks to the firm s financial processes by managing complex integrated assurance reviews, select strategic initiatives to ensure adequate financial controls considerations as well as other ad-hoc projects and training efforts. This role provides thought leadership and subject matter expertise (SME) by partnering with Senior Business Leaders, Head of Corporate Accounting & Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function s mission. The role will report to the VP, Head of Global Financial Controls CoE or a Director. The Expertise and Skills We re Looking For Bachelor s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology) Eight plus years of progressive experience with leading integrated (manual and IT) financial controls reviews Advanced grasp of IT Applications Controls (ITACs) and key reports (IPEs) testing and exposure to IT General Controls (ITGCs) Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable Sound knowledge of US GAAP, Internal Controls over Financial Reporting, and COSO framework Exposure to ERP/General Ledger SaaS implementations, Alternative Investments and/or Digital Assets including related regulatory guidance preferred Professional certification CISA and/or CPA highly desired. Other relevant certifications CISSP and CIA Working understanding of accounting and financial processes including financial statement risks and controls Familiarity and proven record of driving change within complex / matrixed corporate environments Exceptional leadership and proficient relationship builder with proven influencing and people management skills Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines Excellent verbal and written communication skills to present and lead conversations with senior management Strong project management skills, ability to manage competing priorities and workload Financial services industry experience desirable The Value You Deliver Support the delivery of GFC s annual plan through periodic risk assessments and workstream oversight Ensure key strategic initiatives and system implementations have adequate financial controls considerations Serve as an IT controls subject matter expert and provide thought leadership through effective partnership Effectively engage with IT stakeholders including developers, system owners, BU ISOs, and IT Risk teams Manages all phases of multiple integrated workstream reviews to ensure adherence to GFC methodology Effectively identify key risks over in-scope processes including design & operating effectiveness of controls Develops high quality closing reports and formal presentations of key themes and issues to senior management Coaches, develops, and manages output of direct reports to build and retain a high performing team Demonstrates strong executive presence and storytelling ability to effectively communicate with business partners Build rapport and credibility to earn the trust of key stakeholders and develop productive relationships Enhances organizational maturity and introduces best practices to strengthen the controls environment Knowledge of assigned business units, trends, regulatory standards/considerations, and risk/controls best practices; effectively apply these concepts to diverse situations Ability to organize, monitor, and control projects to ensure efficient resource utilization and timely deliverables The base salary range for this position is $85,000-$179,000 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.
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.
Are you a seeking a career in public accounting or internal audit? Do you thrive in a fast-paced work environment with a variety of different accounting tasks and projects? Do you enjoy collaborating with a team to achieve together? If the answer to these questions is Yes, then we have an exciting opportunity for you! Who are we? We are Moore Colson CPAs and Advisors. Moore Colson is looking for a dynamic Associate to join our growing Risk Advisory and Compliance Services (RACS) team in Atlanta. This position offers an exciting opportunity to work for one of the most respected public accounting firms in the country. In this role, you will gain experience in all facets of controls across a myriad of offerings and work directly with experienced professionals in resolving client issues. A Day in the Life Work directly with RACS partners, directors and managers, providing SOX, internal audit, internal control services to our public and private company clients, and examinations of controls at service organizations (SOC); Develop in-depth knowledge of clients businesses, processes and systems by having direct client interaction while working on multiple aspects of an engagement; Build relationships and communicate effectively with the client; Assist with strengthening existing client relationships and develop new business opportunities by participating in sales meetings and working on proposals; Meet budget and realization goals; Identify problem areas and client issues and propose solutions to managers; Identify technical skills needed for improvement and improve through CPE, personal commitment, and on-the-job training. Moore Colson was founded on ethics and integrity, and we work hard to continue operating under these core values. We are proud to be an equal opportunity employer, and all qualified applicants will receive consideration for employment. The successful candidate will have the following experience and attributes: Bachelors degree in Accounting, Computer Science, Management Information Systems, and/or other relevant Information Systems or Information Technology degree required 0-2 years of experience with risk advisory, internal and external audit, and internal controls with previous Sarbanes-Oxley experience in a professional services environment or internship Superior Excel skills Information Technology General Controls knowledge or experience is considered a plus Experience with a consulting or professional services organization preferred Working towards CPA, CIA, CISA, CISSP, or CITP license is highly preferred Consultative approach with a focus on providing superior client service Ability & willingness to travel as needed (Generally less than 15%) Entrepreneurial spirit Self-directed, autonomous, motivated and ambitious Exceptional and proactive communicator (verbal & written) We are dedicated to the well-being of our employees and are proud to be consistently recognized as one of Atlanta's Best Places to Work. Our comprehensive compensation and benefits package aims to exceed employees' expectations. Dress for Your Day attire code Hybrid work schedule with the option to work 2 days per week remotely Home office technology equipment (external monitor, docking station, keyboard/mouse combo) Steeply discounted membership to the Windy Hill Athletic Club or Monthly Fitness Reimbursement Industry-leading merit-based bonus program 4 weeks paid vacation, Flexible Friday Hours, Wellness Days & Paid Floating Holidays Tuition Reimbursement CPA Exam Reimbursement Certification Reimbursements Cell Phone Reimbursement Organization & Association Dues Reimbursed Traditional and Roth 401k with generously funded 401k match Comprehensive Healthcare & Wellness Coverage Medical, dental, and vision coverage with HSA / FSA options Volunteer Days Coaching & Mentoring Programs GROW - Growth Resources Opportunities for Women Family & Team Social Events Moore Colson is a premier, full-service certified public accounting (CPA) and consulting firm in Atlanta with over 41 years of experience providing clients with an expansive range of services to help grow their business and achieve their goals. And unlike other firms, our non-book-of-business model organically fosters collaboration and teamwork while putting the client at the center of everything we do. Moore Colson is ranked as one of Americas Top 15 Accounting Firms by the Atlanta Business Chronicle. We have been named an Atlanta-Journal Constitution Top Workplace since 2011 and a Top Workplace USA starting in 2023. Inside Public Accounting has also named Moore Colson one of Americas Top 110 Largest Accounting Firms, a Fastest-Growing Firm and a Best of the Best Top 50 Firm. Most importantly, our clients like us, trust us and want to do business with us. We are looking for people with the same enthusiasm, passion and respect for hard work that brought us to where we are today. If you are interested in our award-winning corporate culture, excited for our best-in-class total rewards package and are ready to take your career to the next level with a growing organization consistently recognized as a Top Atlanta Workplace (Atlanta Journal Constitution), consider joining our team!
04/18/2024
Full time
Are you a seeking a career in public accounting or internal audit? Do you thrive in a fast-paced work environment with a variety of different accounting tasks and projects? Do you enjoy collaborating with a team to achieve together? If the answer to these questions is Yes, then we have an exciting opportunity for you! Who are we? We are Moore Colson CPAs and Advisors. Moore Colson is looking for a dynamic Associate to join our growing Risk Advisory and Compliance Services (RACS) team in Atlanta. This position offers an exciting opportunity to work for one of the most respected public accounting firms in the country. In this role, you will gain experience in all facets of controls across a myriad of offerings and work directly with experienced professionals in resolving client issues. A Day in the Life Work directly with RACS partners, directors and managers, providing SOX, internal audit, internal control services to our public and private company clients, and examinations of controls at service organizations (SOC); Develop in-depth knowledge of clients businesses, processes and systems by having direct client interaction while working on multiple aspects of an engagement; Build relationships and communicate effectively with the client; Assist with strengthening existing client relationships and develop new business opportunities by participating in sales meetings and working on proposals; Meet budget and realization goals; Identify problem areas and client issues and propose solutions to managers; Identify technical skills needed for improvement and improve through CPE, personal commitment, and on-the-job training. Moore Colson was founded on ethics and integrity, and we work hard to continue operating under these core values. We are proud to be an equal opportunity employer, and all qualified applicants will receive consideration for employment. The successful candidate will have the following experience and attributes: Bachelors degree in Accounting, Computer Science, Management Information Systems, and/or other relevant Information Systems or Information Technology degree required 0-2 years of experience with risk advisory, internal and external audit, and internal controls with previous Sarbanes-Oxley experience in a professional services environment or internship Superior Excel skills Information Technology General Controls knowledge or experience is considered a plus Experience with a consulting or professional services organization preferred Working towards CPA, CIA, CISA, CISSP, or CITP license is highly preferred Consultative approach with a focus on providing superior client service Ability & willingness to travel as needed (Generally less than 15%) Entrepreneurial spirit Self-directed, autonomous, motivated and ambitious Exceptional and proactive communicator (verbal & written) We are dedicated to the well-being of our employees and are proud to be consistently recognized as one of Atlanta's Best Places to Work. Our comprehensive compensation and benefits package aims to exceed employees' expectations. Dress for Your Day attire code Hybrid work schedule with the option to work 2 days per week remotely Home office technology equipment (external monitor, docking station, keyboard/mouse combo) Steeply discounted membership to the Windy Hill Athletic Club or Monthly Fitness Reimbursement Industry-leading merit-based bonus program 4 weeks paid vacation, Flexible Friday Hours, Wellness Days & Paid Floating Holidays Tuition Reimbursement CPA Exam Reimbursement Certification Reimbursements Cell Phone Reimbursement Organization & Association Dues Reimbursed Traditional and Roth 401k with generously funded 401k match Comprehensive Healthcare & Wellness Coverage Medical, dental, and vision coverage with HSA / FSA options Volunteer Days Coaching & Mentoring Programs GROW - Growth Resources Opportunities for Women Family & Team Social Events Moore Colson is a premier, full-service certified public accounting (CPA) and consulting firm in Atlanta with over 41 years of experience providing clients with an expansive range of services to help grow their business and achieve their goals. And unlike other firms, our non-book-of-business model organically fosters collaboration and teamwork while putting the client at the center of everything we do. Moore Colson is ranked as one of Americas Top 15 Accounting Firms by the Atlanta Business Chronicle. We have been named an Atlanta-Journal Constitution Top Workplace since 2011 and a Top Workplace USA starting in 2023. Inside Public Accounting has also named Moore Colson one of Americas Top 110 Largest Accounting Firms, a Fastest-Growing Firm and a Best of the Best Top 50 Firm. Most importantly, our clients like us, trust us and want to do business with us. We are looking for people with the same enthusiasm, passion and respect for hard work that brought us to where we are today. If you are interested in our award-winning corporate culture, excited for our best-in-class total rewards package and are ready to take your career to the next level with a growing organization consistently recognized as a Top Atlanta Workplace (Atlanta Journal Constitution), consider joining our team!
Job description: Chief Credit Officer (CCO) Oversees all aspects of the banks credit risk management function. This position is responsible for ensuring the Bank maintains adequate credit risk and ensuring full compliance with all lending related banking laws, regulations, and internal policies and procedures. Serves as an advisor to senior management and the Board in areas of credit risk. The CCO leads and oversees all lending related compliance, internal audit, external audit and regulatory relations. The CCO is also responsible for the overall management of all loan administration and credit related activities for the Bank. The CCO is accountable for the entire credit granting process, including the consistent application of a lending policy, periodic credit reviews of existing customers, & the assessment of the creditworthiness of potential customers, with the goal of optimizing the mix of loan sales & outstandings & credit risk. The CCO oversees the loan administration function of the bank. Essential Job Functions Accountable for credit underwriting strategy and execution including setting credit policy and working with CEO to identify risks. Develop department financials goals including credit quality, volume and risk distribution. Provide recommendations on loan structure, terms, risk rating and pricing. Implements and monitors credit policies and procedures with controls sufficient to maintain asset quality and credit risk management. Manage the credit analysis and administration teams including recruitment, development, compensation, and performance management. Review, modify, approve or decline loans within lending authority. Serves as primary concurrence officer for all credits approved outside of loan committee including credits needing exception approval, credits needing secondary officer approval above manager's authority, manager-sponsored credits needing primary approval, covenant waivers, credit amendment memorandum approvals, term loan review approvals, and leasing transactions. Works with credit analysts and commercial lenders to ensure consistency; adherence to credit criteria, information guidelines, underwriting requirements, and performance expectations of the portfolio. Manages Special Assets department and oversees resolution of classified assets. Works directly with the Controller to oversee FASB 114 impairment recommendations and report ALLL, including TDRs, according to regulatory requirements. Prepare and distribute reports related to loan quality and growth trends and loan product concentrations. Utilize the quarterly Allowance for Loan and Lease Losses (ALLL) report to provide recommendations as to the amount to be reserved for losses by analyzing local, regional, national economic conditions, loan losses and trends, and loan product concentrations. Review real estate data and assess the impact on the clients loan portfolio. Participate in bank committees including but not limited to ALLL Committee, quarterly Board Loan Committee, and Loan Committee. Represent the clients in various customer and industry functions to further enhance its' image and contribute to establishing and growing its' market position. Qualifications: Chief Credit Officer (CCO) Our client is seeking an experienced Chief Credit Officer (CCO) to join their leadership team. This role will report to the Chief Executive Officer and oversee the Commercial Credit and Special Assets group; provide credit decisions and credit underwriting strategy and execution including setting credit policy for The clients loan portfolio; achieving short and long term financial objectives; ensuring compliance and mitigate risk; anticipating industry trends; and advancing the reputation and services of the client bank. Qualifications Bachelors degree in finance, accounting, statistics or a related field. MBA/CPA/Graduate School of Banking a plus. 15 + years of commercial banking experience in credit administration, analysis, and risk mitigation with direct credit approval and supervisory experience in commercial real-estate, construction, and commercial and industrial lending and leasing. 15+ years of progressive leadership experience. Knowledge in common data management and reporting software. Banking/Lending experience required. Passion for community banking is essential. COMPUTER AND EQUIPMENT SKILLS:Proficient working knowledge of PC for Windows, Microsoft Office Suite (Word, Excel, and PowerPoint), Internet, Email and various bank software systems and equipment applicable to the position. Understanding of how to use the following equipment: computers, fax machines, copiers, scanners and printers. OTHER SKILLS: Strong understanding of loan underwriting, the lending process, and controls and policies governing the lending process for consumer and small business loans. Strong understanding of legal and regulatory guidance governing bank lending. Small and middle market lending and credit experience, specifically in C & I and CRE. Retail lending management experience, construction lending and Participation loan management are considered a plus. Problem Loan management and allowance for loan loss management and methodology experience. Strong management and partnering skills. Excellent written and verbal communication skills. Ability to maintain confidentiality. Why is This a Great Opportunity: This is not a Remote/Work From Home opportunity. Chief Credit Officer (CCO) Our client is seeking an experienced Chief Credit Officer (CCO) to join their leadership team. This role will report to the Chief Executive Officer and oversee the Commercial Credit and Special Assets group; provide credit decisions and credit underwriting strategy and execution including setting credit policy for The clients loan portfolio; achieving short and long term financial objectives; ensuring compliance and mitigate risk; anticipating industry trends; and advancing the reputation and services of the client bank. Salary Type : Annual Salary Salary Min : $ 120000 Salary Max : $ 190000 Currency Type : USD
04/18/2024
Full time
Job description: Chief Credit Officer (CCO) Oversees all aspects of the banks credit risk management function. This position is responsible for ensuring the Bank maintains adequate credit risk and ensuring full compliance with all lending related banking laws, regulations, and internal policies and procedures. Serves as an advisor to senior management and the Board in areas of credit risk. The CCO leads and oversees all lending related compliance, internal audit, external audit and regulatory relations. The CCO is also responsible for the overall management of all loan administration and credit related activities for the Bank. The CCO is accountable for the entire credit granting process, including the consistent application of a lending policy, periodic credit reviews of existing customers, & the assessment of the creditworthiness of potential customers, with the goal of optimizing the mix of loan sales & outstandings & credit risk. The CCO oversees the loan administration function of the bank. Essential Job Functions Accountable for credit underwriting strategy and execution including setting credit policy and working with CEO to identify risks. Develop department financials goals including credit quality, volume and risk distribution. Provide recommendations on loan structure, terms, risk rating and pricing. Implements and monitors credit policies and procedures with controls sufficient to maintain asset quality and credit risk management. Manage the credit analysis and administration teams including recruitment, development, compensation, and performance management. Review, modify, approve or decline loans within lending authority. Serves as primary concurrence officer for all credits approved outside of loan committee including credits needing exception approval, credits needing secondary officer approval above manager's authority, manager-sponsored credits needing primary approval, covenant waivers, credit amendment memorandum approvals, term loan review approvals, and leasing transactions. Works with credit analysts and commercial lenders to ensure consistency; adherence to credit criteria, information guidelines, underwriting requirements, and performance expectations of the portfolio. Manages Special Assets department and oversees resolution of classified assets. Works directly with the Controller to oversee FASB 114 impairment recommendations and report ALLL, including TDRs, according to regulatory requirements. Prepare and distribute reports related to loan quality and growth trends and loan product concentrations. Utilize the quarterly Allowance for Loan and Lease Losses (ALLL) report to provide recommendations as to the amount to be reserved for losses by analyzing local, regional, national economic conditions, loan losses and trends, and loan product concentrations. Review real estate data and assess the impact on the clients loan portfolio. Participate in bank committees including but not limited to ALLL Committee, quarterly Board Loan Committee, and Loan Committee. Represent the clients in various customer and industry functions to further enhance its' image and contribute to establishing and growing its' market position. Qualifications: Chief Credit Officer (CCO) Our client is seeking an experienced Chief Credit Officer (CCO) to join their leadership team. This role will report to the Chief Executive Officer and oversee the Commercial Credit and Special Assets group; provide credit decisions and credit underwriting strategy and execution including setting credit policy for The clients loan portfolio; achieving short and long term financial objectives; ensuring compliance and mitigate risk; anticipating industry trends; and advancing the reputation and services of the client bank. Qualifications Bachelors degree in finance, accounting, statistics or a related field. MBA/CPA/Graduate School of Banking a plus. 15 + years of commercial banking experience in credit administration, analysis, and risk mitigation with direct credit approval and supervisory experience in commercial real-estate, construction, and commercial and industrial lending and leasing. 15+ years of progressive leadership experience. Knowledge in common data management and reporting software. Banking/Lending experience required. Passion for community banking is essential. COMPUTER AND EQUIPMENT SKILLS:Proficient working knowledge of PC for Windows, Microsoft Office Suite (Word, Excel, and PowerPoint), Internet, Email and various bank software systems and equipment applicable to the position. Understanding of how to use the following equipment: computers, fax machines, copiers, scanners and printers. OTHER SKILLS: Strong understanding of loan underwriting, the lending process, and controls and policies governing the lending process for consumer and small business loans. Strong understanding of legal and regulatory guidance governing bank lending. Small and middle market lending and credit experience, specifically in C & I and CRE. Retail lending management experience, construction lending and Participation loan management are considered a plus. Problem Loan management and allowance for loan loss management and methodology experience. Strong management and partnering skills. Excellent written and verbal communication skills. Ability to maintain confidentiality. Why is This a Great Opportunity: This is not a Remote/Work From Home opportunity. Chief Credit Officer (CCO) Our client is seeking an experienced Chief Credit Officer (CCO) to join their leadership team. This role will report to the Chief Executive Officer and oversee the Commercial Credit and Special Assets group; provide credit decisions and credit underwriting strategy and execution including setting credit policy for The clients loan portfolio; achieving short and long term financial objectives; ensuring compliance and mitigate risk; anticipating industry trends; and advancing the reputation and services of the client bank. Salary Type : Annual Salary Salary Min : $ 120000 Salary Max : $ 190000 Currency Type : USD
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:
Work Location: Spring Job Title: Logistics Advisor MAIN FUNCTIONS Logistics Advisor provides logistics subject matter expertise. May include aviation, marine, shore base, ground transportation and camp services to deliver safe reliable and cost efficient logistic services. Has overall responsibilities to serve as the contact for providing logistical and materials management services and support for its ongoing business, including affiliates where no local services organization or infrastructure exists. Manages the day-to-day logistical business, including, but not limited to, implementing logistics strategies, supervising drilling logistics contractor staff, material control functions, inventory management, and coordinating material movements to offshore or onshore rig locations. Typical Job Positions may include: Logistics Specialist, Aviation Advisor, Marine Advisor Shore Base Advisor, Ground Transport Advisor, Camp Services Advisor and may cover some or all of the responsibilities listed below. TASKS AND RESPONSIBILITIES â Provide technical input into logistics strategies and plans to support "Operating Organizations" â Provides technical support and input for logistics activities and interface coordination with "Clients" to support transportation of materials and equipment into, within, and from the country of operation. â Provides technical support in managing interfaces with procurement and warehouse services including tax and customs, expediting, shipping/receiving, Quality Assurance/Quality Control (QA/QC), inventory management. â Supports Logistics Management to ensure logistics service companies comply with all prevailing regulatory, environmental and statutory requirements. â Provides technical expertise and facilitates consistent coordination of Operations Integrity Management System (OIMS), Controls Integrity Management System (CIMS) and Logistic best practices. â Provides technical support for Safety, Security, Health, and Environment (SSHE) programs and inspections of services and equipment including work-site inspections, security, audits and quality assurance verifications. â Provides technical expertise and facilitates consistent coordination of complex risk assessments, incident investigation and engineering studies. â Leads or participates in logistics cost management and productivity improvement plans. â Leads or supports logistics teams troubleshooting issues. â Provides technical expertise to support to ensure all Foreign Corrupt Practices Act (FCPA) and Export Controls requirements are met. â Provides guidance for appropriate logistics components of Emergency Response Plans (ERP). â Provides Subject Matter Expert (SME) guidance and support for aviation, marine, shore base, ground transportation and camp services. â Supports Logistics Management as requested. â Develops, maintains and shares Logistics best practices. â Networks with cross-functional representatives and teams, industry associations, and suppliers. â Development of project plans while identifying application opportunities for lessons learned & best practices sharing. SKILLS AND QUALIFICATIONS â BS in Engineering, Construction Management, or other Technical degree â 7-10 years' experience in supply and logistics, preferably in international frontier operations â Demonstrates strong planning, scheduling, coordination and administration skills. Demonstrates strong communication and interpersonal skills to work with Production, Development, Projects, Drilling and Exploration; able to network effectively across organizations. â Behavioral Skills: adaptability, analytical capability, collaboration, effective communication, innovation â Functional Skills: SSHE management - operations and maintenance, process planning and mechanical coordination, maintenance management, maintenance - mechanical, logistics, general marine operations With over 90 years' combined experience, NES Fircroft (NES) is proud to be the world's leading engineering staffing provider spanning the Oil & Gas, Power & Renewables, Chemicals, Construction & Infrastructure, Life Sciences, Mining and Manufacturing sectors worldwide. With more than 80 offices in 45 countries, we are able to provide our clients with the engineering and technical expertise they need, wherever and whenever it is needed. We offer contractors far more than a traditional recruitment service, supporting with everything from securing visas and work permits, to providing market-leading benefits packages and accommodation, ensuring they are safely and compliantly able to support our clients.
04/17/2024
Contractor
Work Location: Spring Job Title: Logistics Advisor MAIN FUNCTIONS Logistics Advisor provides logistics subject matter expertise. May include aviation, marine, shore base, ground transportation and camp services to deliver safe reliable and cost efficient logistic services. Has overall responsibilities to serve as the contact for providing logistical and materials management services and support for its ongoing business, including affiliates where no local services organization or infrastructure exists. Manages the day-to-day logistical business, including, but not limited to, implementing logistics strategies, supervising drilling logistics contractor staff, material control functions, inventory management, and coordinating material movements to offshore or onshore rig locations. Typical Job Positions may include: Logistics Specialist, Aviation Advisor, Marine Advisor Shore Base Advisor, Ground Transport Advisor, Camp Services Advisor and may cover some or all of the responsibilities listed below. TASKS AND RESPONSIBILITIES â Provide technical input into logistics strategies and plans to support "Operating Organizations" â Provides technical support and input for logistics activities and interface coordination with "Clients" to support transportation of materials and equipment into, within, and from the country of operation. â Provides technical support in managing interfaces with procurement and warehouse services including tax and customs, expediting, shipping/receiving, Quality Assurance/Quality Control (QA/QC), inventory management. â Supports Logistics Management to ensure logistics service companies comply with all prevailing regulatory, environmental and statutory requirements. â Provides technical expertise and facilitates consistent coordination of Operations Integrity Management System (OIMS), Controls Integrity Management System (CIMS) and Logistic best practices. â Provides technical support for Safety, Security, Health, and Environment (SSHE) programs and inspections of services and equipment including work-site inspections, security, audits and quality assurance verifications. â Provides technical expertise and facilitates consistent coordination of complex risk assessments, incident investigation and engineering studies. â Leads or participates in logistics cost management and productivity improvement plans. â Leads or supports logistics teams troubleshooting issues. â Provides technical expertise to support to ensure all Foreign Corrupt Practices Act (FCPA) and Export Controls requirements are met. â Provides guidance for appropriate logistics components of Emergency Response Plans (ERP). â Provides Subject Matter Expert (SME) guidance and support for aviation, marine, shore base, ground transportation and camp services. â Supports Logistics Management as requested. â Develops, maintains and shares Logistics best practices. â Networks with cross-functional representatives and teams, industry associations, and suppliers. â Development of project plans while identifying application opportunities for lessons learned & best practices sharing. SKILLS AND QUALIFICATIONS â BS in Engineering, Construction Management, or other Technical degree â 7-10 years' experience in supply and logistics, preferably in international frontier operations â Demonstrates strong planning, scheduling, coordination and administration skills. Demonstrates strong communication and interpersonal skills to work with Production, Development, Projects, Drilling and Exploration; able to network effectively across organizations. â Behavioral Skills: adaptability, analytical capability, collaboration, effective communication, innovation â Functional Skills: SSHE management - operations and maintenance, process planning and mechanical coordination, maintenance management, maintenance - mechanical, logistics, general marine operations With over 90 years' combined experience, NES Fircroft (NES) is proud to be the world's leading engineering staffing provider spanning the Oil & Gas, Power & Renewables, Chemicals, Construction & Infrastructure, Life Sciences, Mining and Manufacturing sectors worldwide. With more than 80 offices in 45 countries, we are able to provide our clients with the engineering and technical expertise they need, wherever and whenever it is needed. We offer contractors far more than a traditional recruitment service, supporting with everything from securing visas and work permits, to providing market-leading benefits packages and accommodation, ensuring they are safely and compliantly able to support our clients.
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
04/16/2024
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
04/16/2024
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
04/16/2024
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
04/16/2024
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
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation. We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition. Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, word-class team. When you join Weatherford, you instantly feel connected to something bigger - a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other's successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford. Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Responsibilities The Health, Safety, and Environment (HSE) Advisor - Warehouse Operations is responsible to coordinating and executing safety and environmental programs to ensure practical, cost-effective measures are in place within the workplace, and a Safety Culture exists to ensure employees are accountable and responsible for health, safety and environmental conditions and practices. The role is responsible for supporting the administration, interpretation and implementation of the Weatherford Health, Safety and Environmental Management System, Operations Excellence Performance System (OEPS), ensuring that appropriate measures are taken to maintain an effective program consistent with the Organization, Geozone, and Area HSE objectives. SAFETY, SECURITY & COMPLIANCE Maintains the highest standards of corporate governance, ensuring that all activities are carried out ethically and in compliance with Company's Security, Compliance & HSE policies, Management System, relevant laws, regulations, standards and industry practices and complies with the Company's Rules to Live By Places Health & Safety, Security and protection of the People, Environment as core values while never intentionally placing employees, our processes, customers or the communities in which we live and work at risk Seeks continual improvement in Health, Safety, Security & protection of the Environment, taking into account responsible care, process vulnerabilities, public, customer and employee inputs, knowledge and technology and best business practices to exceed customer expectations WAREHOUSE OPERATIONS Maintain safety as the first priority when working across all areas of the business Where required in the case of non-compliance, exercises 'Stop Work Authority' to suspend operations Ensure that an HSE orientation and induction is provided to all new and existing employees Coordinate the scheduling, implementation, and assistance in the facilitation of regulatory HSE Compliance Training. Perform Risk assessments to identify potential hazards and implement preventive controls at workplace. Support HSE inspections and audits performed in the assigned area and on work site locations Assist local management in the preparation and presentation of HSE meetings, training, and awareness programs Support the investigation of all incidents and near misses and ensure they are entered into Weatherford Performance Tracking System (WPTS) correctly Able to organize safety committee and direct the team towards interdependent culture. Assists in developing emergency response procedures Know, understand and comply with Weatherford OEPS and comply with all requirements of the Operating and Technical Procedures and Workplace Instructions Meets with regulatory agencies that govern our operations when required Performs various other duties and activities as assigned by supervisor within the physical constraints of the job. Qualifications Experience & Education REQUIRED Bachelor's degree 3-6 years of experience in implementing and/or maintaining an HSE management system 5+ years of HSE-related experience in warehouse or other manufacturing related sectors. PREFERRED Root Cause Analysis Investigation Training (5WHY/FISHBONE) Knowledge on OSHA compliance Ergonomics International Organization for Standardization (ISO) Certified lead auditor (14001, 45001) Previous management and/or supervision experience in warehouse setting Associate Safety Professional Working knowledge around forklifts and heavy material handling Knowledge, Skills & Abilities REQUIRED Working knowledge of HSE Management Systems Strong leadership & interpersonal skills Excellent teamwork and communication skills Excellent time management and organizational skills Operating experience with Microsoft applications Certified in Ergonomics evaluations Manual and mechanical material handling.
04/16/2024
Full time
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation. We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition. Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, word-class team. When you join Weatherford, you instantly feel connected to something bigger - a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other's successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford. Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Responsibilities The Health, Safety, and Environment (HSE) Advisor - Warehouse Operations is responsible to coordinating and executing safety and environmental programs to ensure practical, cost-effective measures are in place within the workplace, and a Safety Culture exists to ensure employees are accountable and responsible for health, safety and environmental conditions and practices. The role is responsible for supporting the administration, interpretation and implementation of the Weatherford Health, Safety and Environmental Management System, Operations Excellence Performance System (OEPS), ensuring that appropriate measures are taken to maintain an effective program consistent with the Organization, Geozone, and Area HSE objectives. SAFETY, SECURITY & COMPLIANCE Maintains the highest standards of corporate governance, ensuring that all activities are carried out ethically and in compliance with Company's Security, Compliance & HSE policies, Management System, relevant laws, regulations, standards and industry practices and complies with the Company's Rules to Live By Places Health & Safety, Security and protection of the People, Environment as core values while never intentionally placing employees, our processes, customers or the communities in which we live and work at risk Seeks continual improvement in Health, Safety, Security & protection of the Environment, taking into account responsible care, process vulnerabilities, public, customer and employee inputs, knowledge and technology and best business practices to exceed customer expectations WAREHOUSE OPERATIONS Maintain safety as the first priority when working across all areas of the business Where required in the case of non-compliance, exercises 'Stop Work Authority' to suspend operations Ensure that an HSE orientation and induction is provided to all new and existing employees Coordinate the scheduling, implementation, and assistance in the facilitation of regulatory HSE Compliance Training. Perform Risk assessments to identify potential hazards and implement preventive controls at workplace. Support HSE inspections and audits performed in the assigned area and on work site locations Assist local management in the preparation and presentation of HSE meetings, training, and awareness programs Support the investigation of all incidents and near misses and ensure they are entered into Weatherford Performance Tracking System (WPTS) correctly Able to organize safety committee and direct the team towards interdependent culture. Assists in developing emergency response procedures Know, understand and comply with Weatherford OEPS and comply with all requirements of the Operating and Technical Procedures and Workplace Instructions Meets with regulatory agencies that govern our operations when required Performs various other duties and activities as assigned by supervisor within the physical constraints of the job. Qualifications Experience & Education REQUIRED Bachelor's degree 3-6 years of experience in implementing and/or maintaining an HSE management system 5+ years of HSE-related experience in warehouse or other manufacturing related sectors. PREFERRED Root Cause Analysis Investigation Training (5WHY/FISHBONE) Knowledge on OSHA compliance Ergonomics International Organization for Standardization (ISO) Certified lead auditor (14001, 45001) Previous management and/or supervision experience in warehouse setting Associate Safety Professional Working knowledge around forklifts and heavy material handling Knowledge, Skills & Abilities REQUIRED Working knowledge of HSE Management Systems Strong leadership & interpersonal skills Excellent teamwork and communication skills Excellent time management and organizational skills Operating experience with Microsoft applications Certified in Ergonomics evaluations Manual and mechanical material handling.
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.
Who we are: Samsonite is the worldwide leader in superior travel bags, luggage, and accessories combining notable style with the latest design technology and the utmost attention to quality and durability. For more than 100 years, Samsonite has leveraged its rich heritage to create unparalleled products that fulfill the travel lifestyle needs of conscious movers everywhere. With a portfolio of brands including Samsonite, Tumi, American Tourister, High Sierra, Gregory, eBags, Hartmann, and Lipault Paris, our products are sold in over 100 countries in North America, Asia, Europe and Latin America through our company-operated retail store, websites and a variety of retail partners. Your role at Samsonite: The Internal Audit Manager position is a highly visible leadership role supporting the development and execution of the annual audit strategy through performing financial, operational, and compliance audits, including audit planning, execution, identifying and defining issues and recommendations, and reporting. We are seeking a highly skilled candidate with strong SOX-404 internal control experience who will be an SME (subject matter expert) on SOX-404 program implementation, control testing, and deficiency remediation. This is a collaborative position across the organization. You will work on-site 4 days per week with the opportunity to work remotely one day per week. Participate with management and the Internal Audit team to assist in developing a risk-based annual audit plan. Perform annual enterprise risk assessments and document risks and mitigations. Understand and evaluate the key components of risk within the business and ensure that these areas are reviewed and tested through the delivery of support, advisory, and assurance services. Establish and maintain effective relationships with management so that Internal Audit is seen as a trusted advisor to the business. Drive and implement departmental initiatives both internally and in Company operations. Provide quality and value-added audit services while maintaining independence and objectivity Demonstrate and apply strong project management skills, teamwork, and responsibility with internal audit team members, external auditors and audit clients. Understand and adhere to the Institute of Internal Auditors Code of Ethics and the International Standards for the Professional Practice of Internal Auditing. Communicate periodically with key stakeholders to understand progress on management action plans. Assist with the periodic monitoring of management control self-assessments. Support Internal Audit leadership with periodic reporting to the Audit Committee. Participate in ad hoc finance and operational requests (e.g., audits, investigations, diligence, etc.) with corporate & regional management teams. Collaborate with the Internal Audit team in the continued buildout of current data analytics/visualization and RPA tools (e.g., Alteryx, Tableau, Power BI, etc.) We're excited if you have: 4+ years progressive experience in a Big 4 public accounting firm (ideally Risk/IA practice) or combined experience with a large multi-national company (ideally manufacturing, distribution, retail) is required. BA/BS in Accounting required, MBA preferred Strong experience in Sarbanes-Oxley 404 - Internal Controls Over Financial Reporting, financial and operational audits is required. Professional certification is strongly preferred (i.e., CPA, CIA, or equivalent) Knowledge of IFRS, U.S. GAAP, US GAAS, IAS, and IIA standards is strongly preferred. Comfortable driving change and a passion for continuous improvement. Proven track record of relationship development and management with executive stakeholders. Ability to quickly assimilate relevant information in unfamiliar situations. Problem-solving skills that demonstrate logical and analytical thought processes. Strong influencing and negotiating skills; continuously advocates for the use of technology and data. Good understanding of IT controls and integrated audits. Why you'll love working here: Our employees matter. As a people-focused business, we work hard to provide meaningful rewards and development opportunities for our employees, recognizing performance, and creating a supportive working environment for them, wherever they are based. Vibrant culture. We are committed to a diverse and rich culture, welcoming people from all walks of life. Our long-standing commitment to diversity and inclusion empowers us to bring our authentic selves and unique differences to work every day. Socially responsible. We want to minimize our products' impact on the environment and help create positive journeys worldwide. We do this by creating the best products using the most sustainable and innovative materials, methods, and models. What we value: At Samsonite, we do more than create the bags that move with our consumer, we inspire and celebrate the moments that move them. We believe we have a responsibility to the world in how we operate, the products we sell, the communities where we live and work, and how we treat the people we employ. We're as diverse as travel itself, and like travel, your journey with Samsonite presents the opportunity to be a part of something bigger and explore your passions. This is why we offer various paths for professionals and celebrate the knowledge and skills they bring to our team. We are committed to a respectful workplace that allows our team members to bring their best selves to the workplace daily. Samsonite is an equal opportunity employer and is committed to promoting and maintaining a work environment in which all applicants, associates, customers, and other individuals are treated with dignity and respect free from unlawful harassment, discrimination, or retaliation.
04/12/2024
Full time
Who we are: Samsonite is the worldwide leader in superior travel bags, luggage, and accessories combining notable style with the latest design technology and the utmost attention to quality and durability. For more than 100 years, Samsonite has leveraged its rich heritage to create unparalleled products that fulfill the travel lifestyle needs of conscious movers everywhere. With a portfolio of brands including Samsonite, Tumi, American Tourister, High Sierra, Gregory, eBags, Hartmann, and Lipault Paris, our products are sold in over 100 countries in North America, Asia, Europe and Latin America through our company-operated retail store, websites and a variety of retail partners. Your role at Samsonite: The Internal Audit Manager position is a highly visible leadership role supporting the development and execution of the annual audit strategy through performing financial, operational, and compliance audits, including audit planning, execution, identifying and defining issues and recommendations, and reporting. We are seeking a highly skilled candidate with strong SOX-404 internal control experience who will be an SME (subject matter expert) on SOX-404 program implementation, control testing, and deficiency remediation. This is a collaborative position across the organization. You will work on-site 4 days per week with the opportunity to work remotely one day per week. Participate with management and the Internal Audit team to assist in developing a risk-based annual audit plan. Perform annual enterprise risk assessments and document risks and mitigations. Understand and evaluate the key components of risk within the business and ensure that these areas are reviewed and tested through the delivery of support, advisory, and assurance services. Establish and maintain effective relationships with management so that Internal Audit is seen as a trusted advisor to the business. Drive and implement departmental initiatives both internally and in Company operations. Provide quality and value-added audit services while maintaining independence and objectivity Demonstrate and apply strong project management skills, teamwork, and responsibility with internal audit team members, external auditors and audit clients. Understand and adhere to the Institute of Internal Auditors Code of Ethics and the International Standards for the Professional Practice of Internal Auditing. Communicate periodically with key stakeholders to understand progress on management action plans. Assist with the periodic monitoring of management control self-assessments. Support Internal Audit leadership with periodic reporting to the Audit Committee. Participate in ad hoc finance and operational requests (e.g., audits, investigations, diligence, etc.) with corporate & regional management teams. Collaborate with the Internal Audit team in the continued buildout of current data analytics/visualization and RPA tools (e.g., Alteryx, Tableau, Power BI, etc.) We're excited if you have: 4+ years progressive experience in a Big 4 public accounting firm (ideally Risk/IA practice) or combined experience with a large multi-national company (ideally manufacturing, distribution, retail) is required. BA/BS in Accounting required, MBA preferred Strong experience in Sarbanes-Oxley 404 - Internal Controls Over Financial Reporting, financial and operational audits is required. Professional certification is strongly preferred (i.e., CPA, CIA, or equivalent) Knowledge of IFRS, U.S. GAAP, US GAAS, IAS, and IIA standards is strongly preferred. Comfortable driving change and a passion for continuous improvement. Proven track record of relationship development and management with executive stakeholders. Ability to quickly assimilate relevant information in unfamiliar situations. Problem-solving skills that demonstrate logical and analytical thought processes. Strong influencing and negotiating skills; continuously advocates for the use of technology and data. Good understanding of IT controls and integrated audits. Why you'll love working here: Our employees matter. As a people-focused business, we work hard to provide meaningful rewards and development opportunities for our employees, recognizing performance, and creating a supportive working environment for them, wherever they are based. Vibrant culture. We are committed to a diverse and rich culture, welcoming people from all walks of life. Our long-standing commitment to diversity and inclusion empowers us to bring our authentic selves and unique differences to work every day. Socially responsible. We want to minimize our products' impact on the environment and help create positive journeys worldwide. We do this by creating the best products using the most sustainable and innovative materials, methods, and models. What we value: At Samsonite, we do more than create the bags that move with our consumer, we inspire and celebrate the moments that move them. We believe we have a responsibility to the world in how we operate, the products we sell, the communities where we live and work, and how we treat the people we employ. We're as diverse as travel itself, and like travel, your journey with Samsonite presents the opportunity to be a part of something bigger and explore your passions. This is why we offer various paths for professionals and celebrate the knowledge and skills they bring to our team. We are committed to a respectful workplace that allows our team members to bring their best selves to the workplace daily. Samsonite is an equal opportunity employer and is committed to promoting and maintaining a work environment in which all applicants, associates, customers, and other individuals are treated with dignity and respect free from unlawful harassment, discrimination, or retaliation.
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.