Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Associate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. This position is a hybrid work type and can be based in one of the following locations: San Antonio, TX; Plano, TX; Phoenix, AZ; Charlotte, NC; Colorado Springs, CO or Tampa, FL. Hybrid roles help employees gain the best of both worlds - collaborating in-person in the office and working from home when needed to achieve focused results. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understand need or problem. Documents relevant information. Assesses member financial situation and goals. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product(s) and services and refers for solutions that they are not trained and/or licensed to recommend or fulfil. Motivates member to take action on recommendation(s) and overcomes objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrates risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Valid Life/Health license and required maintenance and/or ability to acquire within 90 days of hire. The ability to obtain FINRA Licenses 7 & 66 and/or 7 & 65/63 within 12 months from hiring date or within 12 months of new role start date. Must be able to successfully pass background check and licensing review. Additionally, applicant must have the ability to be licensed by USAA in all 50 states plus District of Columbia. Up to 1 year financial industry and/or sales experience. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Successful completion of a job-related assessment may be required. What sets you apart: Currently hold a Group 1 Life and Health License Currently OR prior FINRA licenses 6, 7, 63, 65 or 66 1+ years of Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $ 5 4,130.00-$ 93,870.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Relocation assistance is not available for this position. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/20/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Associate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. This position is a hybrid work type and can be based in one of the following locations: San Antonio, TX; Plano, TX; Phoenix, AZ; Charlotte, NC; Colorado Springs, CO or Tampa, FL. Hybrid roles help employees gain the best of both worlds - collaborating in-person in the office and working from home when needed to achieve focused results. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understand need or problem. Documents relevant information. Assesses member financial situation and goals. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product(s) and services and refers for solutions that they are not trained and/or licensed to recommend or fulfil. Motivates member to take action on recommendation(s) and overcomes objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrates risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Valid Life/Health license and required maintenance and/or ability to acquire within 90 days of hire. The ability to obtain FINRA Licenses 7 & 66 and/or 7 & 65/63 within 12 months from hiring date or within 12 months of new role start date. Must be able to successfully pass background check and licensing review. Additionally, applicant must have the ability to be licensed by USAA in all 50 states plus District of Columbia. Up to 1 year financial industry and/or sales experience. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Successful completion of a job-related assessment may be required. What sets you apart: Currently hold a Group 1 Life and Health License Currently OR prior FINRA licenses 6, 7, 63, 65 or 66 1+ years of Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $ 5 4,130.00-$ 93,870.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Relocation assistance is not available for this position. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Associate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. This position is a hybrid work type and can be based in one of the following locations: San Antonio, TX; Plano, TX; Phoenix, AZ; Charlotte, NC; Colorado Springs, CO or Tampa, FL. Hybrid roles help employees gain the best of both worlds - collaborating in-person in the office and working from home when needed to achieve focused results. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understand need or problem. Documents relevant information. Assesses member financial situation and goals. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product(s) and services and refers for solutions that they are not trained and/or licensed to recommend or fulfil. Motivates member to take action on recommendation(s) and overcomes objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrates risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Valid Life/Health license and required maintenance and/or ability to acquire within 90 days of hire. The ability to obtain FINRA Licenses 7 & 66 and/or 7 & 65/63 within 12 months from hiring date or within 12 months of new role start date. Must be able to successfully pass background check and licensing review. Additionally, applicant must have the ability to be licensed by USAA in all 50 states plus District of Columbia. Up to 1 year financial industry and/or sales experience. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Successful completion of a job-related assessment may be required. What sets you apart: Currently hold a Group 1 Life and Health License Currently OR prior FINRA licenses 6, 7, 63, 65 or 66 1+ years of Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $ 5 4,130.00-$ 93,870.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Relocation assistance is not available for this position. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/19/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Associate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. This position is a hybrid work type and can be based in one of the following locations: San Antonio, TX; Plano, TX; Phoenix, AZ; Charlotte, NC; Colorado Springs, CO or Tampa, FL. Hybrid roles help employees gain the best of both worlds - collaborating in-person in the office and working from home when needed to achieve focused results. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understand need or problem. Documents relevant information. Assesses member financial situation and goals. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product(s) and services and refers for solutions that they are not trained and/or licensed to recommend or fulfil. Motivates member to take action on recommendation(s) and overcomes objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrates risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Valid Life/Health license and required maintenance and/or ability to acquire within 90 days of hire. The ability to obtain FINRA Licenses 7 & 66 and/or 7 & 65/63 within 12 months from hiring date or within 12 months of new role start date. Must be able to successfully pass background check and licensing review. Additionally, applicant must have the ability to be licensed by USAA in all 50 states plus District of Columbia. Up to 1 year financial industry and/or sales experience. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Successful completion of a job-related assessment may be required. What sets you apart: Currently hold a Group 1 Life and Health License Currently OR prior FINRA licenses 6, 7, 63, 65 or 66 1+ years of Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $ 5 4,130.00-$ 93,870.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Relocation assistance is not available for this position. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Ascension St. Vincent Indianapolis South - Vituity
Indianapolis, Indiana
Indianapolis, IN - Seeking Emergency Medicine Medical Director Join the Physician Partnership Where You Have A Voice Vituity's ownership model provides autonomy, local control, and a national system of support, so you can focus your attention where you want it to be - on your patients. Join the Vituity Team. Vituity is a 100% physician owned partnership and is led by frontline physicians that are all equitable owners. As an equal and valued partner from day one, our ownership model provides you with financial transparency, a comprehensive benefit package including profit distribution, and multiple career development opportunities. Our leadership understands what your practice needs to thrive and gives you autonomy and local control so you can provide care when, where, and how your patients need it. You are backed by a best-in-class corporate health care team and supported by the broad peer-level expertise of 5,000 Vituity clinicians. A patient-first focus drives everything we do, from continually seeking improvements in care delivery to developing and implementing innovations in healthcare. We believe everyone has a role to play in that. Vituity Locations: Vituity has opportunities at 450 practice locations across the country, serving 8 million patients a year. With Vituity, if you ever need to move, you can take your job with you. The Opportunity This opportunity is for one Medical Director who will oversee the following sites: Ascension St. Vincent - Indianapolis South, Ascension St. Vincent - Avon, Ascension St. Vincent - Castleton, and Ascension St. Vincent - Plainfield. Communicate and champion Vituity's purpose, mission, vision, values, culture of brilliance, and strategy, ensuring widespread understanding and alignment. Assure compliance with all Vituity requirements and policies and communicate those requirements to all Vituity providers. Monitor current and future healthcare and economic trends. Assess their potential impact on the practice and local geographic region. Strategize and execute a comprehensive annual practice management plan that sets clear goals and objectives, continuously surpassing expectations and delivering value to patients, clients, providers, and the local community. Spearhead the local site's administrative management team, meticulously selecting team members and aligning their responsibilities to drive the achievement of practice goals. Demonstrate unwavering mastery of Vituity policies and fiduciary obligations, ensuring strict adherence from all providers. Exemplify Vituity's Partnership Principles by fostering open communication and transparent decision-making, such as conducting annual reviews of administrative stipends and scheduling preferences. Demonstrate a comprehensive understanding of hospital expectations and rigorously uphold compliance with all contract terms. Monitor operational and quality metrics and implement Vituity initiatives and operational programs to continually improve performance. Continuously assess and improve operational processes, leveraging technology and best practices to streamline workflows and increase efficiency. Monitor site financial performance and identify and create new areas for growth and revenue. Develop an expertise and understanding of the yearly budget, financial performance measures and monitoring systems, and billing and reimbursement issues / systems. Improve patient census and billing practice statistics to optimize reimbursement for the practice. Maintain awareness and interactions with payers such as significant IPA's, Medical Groups, Foundations, ACO's associated with the hospital / health system. Execute efficient recruitment, onboarding, and training processes for new providers, ensuring the practice is staffed with highly qualified professionals. Provide learning and development opportunities and mentoring to providers and staff to enhance their clinical acumen, leadership skills and overall professional growth. Evaluate the performance of physicians and PA / NPs in compliance with Vituity policies and guidelines. Monitor physician competencies with progressive improvement using appropriate metrics. Counsel, suspend, or remove staff from the schedule as necessary in compliance with Vituity polices / guidelines. Actively participate in contract negotiations in conjunction with the Regional Director. Develop, foster, and maintain productive and collaborative working relationships with hospital leadership, nursing staff and other healthcare team members. Ensure practice is appropriately represented and demonstrates their value through leadership roles (as applicable) and/or participation with hospital management, medical staff leadership, Medical Executive, Medical Staff and other hospital committees, and within the local community. Required Experience and Competencies Licensed physician as a Medical Doctor (M.D.) or Doctor of Osteopathic Medicine (D.O.) degree from an accredited medical school and completion of residency through an accredited residency program required. Maintain membership and privileges on Hospital's medical staff and comply with and abide by the bylaws, rules and regulations, and the policies and procedures of Hospital's medical staff where services are being provided required. Physician Partnership status required. Five (5) years or more experience in a leadership role required. Verbal and written communication skills Superior clinical skills Interpersonal and leadership skills Ability to motivate a team. Project Management Effectively collaborate with diverse individuals and multiple locations Relationship building Technical skills Strong accounting and finance understanding The Practice Ascension St. Vincent Indianapolis South - Indianapolis, Indiana Part of Ascension, a national, non-profit health system comprised of more than 2,600 sites of care in 19 sites and the District of Columbia. Annual volume of +6,000 Provides 24/7 emergency care, as well as radiology and lab services. Emergency room provides family-centered care for pediatric emergency needs. The Community Indianapolis is one of the most affordable big cities in the country, and flush with extraordinary and thriving neighborhoods. A forward-thinking city that is consistently evolving to promote the betterment of living for residents and visitors alike. Visit well known attractions and sites, including the Indianapolis Motor Speedway, Fort Harrison State Park, and the Skywalk System. Enjoy the abundance of arts and community events, while also having easy access to state parks for hiking. Benefits & Beyond Vituity cares about the whole you. With our comprehensive benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future. Superior Health Plan Options Dental, Vision, HSA/FSA, life and AD&D coverage, and more Partnership models allows a K-1 status pay structure, allowing high tax deductions Extraordinary 401K Plan with high tax reduction and faster balance growth Eligible to receive an Annual Profit Distribution/yearly cash bonus EAP, travel assistance, and identify theft included Student loan refinancing options Diversity, Equity and Inclusion (DEI) initiatives including LGBTQ+ History, Dia de los Muertos Celebration, Money Management/Money Relationship, and more. Purpose-driven culture focused on improving the lives of our patients, communities, and employees. We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. We know that when we work together across sites and specialties as an integrated healthcare team, we can exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us. Vituity appreciates differences; our dedication to diversity, equity and inclusion is at the heart of our organization. Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity. Visa status applicants benefits vary. Please speak to a recruiter for more details. Applicants Only. No agencies please.
04/19/2024
Full time
Indianapolis, IN - Seeking Emergency Medicine Medical Director Join the Physician Partnership Where You Have A Voice Vituity's ownership model provides autonomy, local control, and a national system of support, so you can focus your attention where you want it to be - on your patients. Join the Vituity Team. Vituity is a 100% physician owned partnership and is led by frontline physicians that are all equitable owners. As an equal and valued partner from day one, our ownership model provides you with financial transparency, a comprehensive benefit package including profit distribution, and multiple career development opportunities. Our leadership understands what your practice needs to thrive and gives you autonomy and local control so you can provide care when, where, and how your patients need it. You are backed by a best-in-class corporate health care team and supported by the broad peer-level expertise of 5,000 Vituity clinicians. A patient-first focus drives everything we do, from continually seeking improvements in care delivery to developing and implementing innovations in healthcare. We believe everyone has a role to play in that. Vituity Locations: Vituity has opportunities at 450 practice locations across the country, serving 8 million patients a year. With Vituity, if you ever need to move, you can take your job with you. The Opportunity This opportunity is for one Medical Director who will oversee the following sites: Ascension St. Vincent - Indianapolis South, Ascension St. Vincent - Avon, Ascension St. Vincent - Castleton, and Ascension St. Vincent - Plainfield. Communicate and champion Vituity's purpose, mission, vision, values, culture of brilliance, and strategy, ensuring widespread understanding and alignment. Assure compliance with all Vituity requirements and policies and communicate those requirements to all Vituity providers. Monitor current and future healthcare and economic trends. Assess their potential impact on the practice and local geographic region. Strategize and execute a comprehensive annual practice management plan that sets clear goals and objectives, continuously surpassing expectations and delivering value to patients, clients, providers, and the local community. Spearhead the local site's administrative management team, meticulously selecting team members and aligning their responsibilities to drive the achievement of practice goals. Demonstrate unwavering mastery of Vituity policies and fiduciary obligations, ensuring strict adherence from all providers. Exemplify Vituity's Partnership Principles by fostering open communication and transparent decision-making, such as conducting annual reviews of administrative stipends and scheduling preferences. Demonstrate a comprehensive understanding of hospital expectations and rigorously uphold compliance with all contract terms. Monitor operational and quality metrics and implement Vituity initiatives and operational programs to continually improve performance. Continuously assess and improve operational processes, leveraging technology and best practices to streamline workflows and increase efficiency. Monitor site financial performance and identify and create new areas for growth and revenue. Develop an expertise and understanding of the yearly budget, financial performance measures and monitoring systems, and billing and reimbursement issues / systems. Improve patient census and billing practice statistics to optimize reimbursement for the practice. Maintain awareness and interactions with payers such as significant IPA's, Medical Groups, Foundations, ACO's associated with the hospital / health system. Execute efficient recruitment, onboarding, and training processes for new providers, ensuring the practice is staffed with highly qualified professionals. Provide learning and development opportunities and mentoring to providers and staff to enhance their clinical acumen, leadership skills and overall professional growth. Evaluate the performance of physicians and PA / NPs in compliance with Vituity policies and guidelines. Monitor physician competencies with progressive improvement using appropriate metrics. Counsel, suspend, or remove staff from the schedule as necessary in compliance with Vituity polices / guidelines. Actively participate in contract negotiations in conjunction with the Regional Director. Develop, foster, and maintain productive and collaborative working relationships with hospital leadership, nursing staff and other healthcare team members. Ensure practice is appropriately represented and demonstrates their value through leadership roles (as applicable) and/or participation with hospital management, medical staff leadership, Medical Executive, Medical Staff and other hospital committees, and within the local community. Required Experience and Competencies Licensed physician as a Medical Doctor (M.D.) or Doctor of Osteopathic Medicine (D.O.) degree from an accredited medical school and completion of residency through an accredited residency program required. Maintain membership and privileges on Hospital's medical staff and comply with and abide by the bylaws, rules and regulations, and the policies and procedures of Hospital's medical staff where services are being provided required. Physician Partnership status required. Five (5) years or more experience in a leadership role required. Verbal and written communication skills Superior clinical skills Interpersonal and leadership skills Ability to motivate a team. Project Management Effectively collaborate with diverse individuals and multiple locations Relationship building Technical skills Strong accounting and finance understanding The Practice Ascension St. Vincent Indianapolis South - Indianapolis, Indiana Part of Ascension, a national, non-profit health system comprised of more than 2,600 sites of care in 19 sites and the District of Columbia. Annual volume of +6,000 Provides 24/7 emergency care, as well as radiology and lab services. Emergency room provides family-centered care for pediatric emergency needs. The Community Indianapolis is one of the most affordable big cities in the country, and flush with extraordinary and thriving neighborhoods. A forward-thinking city that is consistently evolving to promote the betterment of living for residents and visitors alike. Visit well known attractions and sites, including the Indianapolis Motor Speedway, Fort Harrison State Park, and the Skywalk System. Enjoy the abundance of arts and community events, while also having easy access to state parks for hiking. Benefits & Beyond Vituity cares about the whole you. With our comprehensive benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future. Superior Health Plan Options Dental, Vision, HSA/FSA, life and AD&D coverage, and more Partnership models allows a K-1 status pay structure, allowing high tax deductions Extraordinary 401K Plan with high tax reduction and faster balance growth Eligible to receive an Annual Profit Distribution/yearly cash bonus EAP, travel assistance, and identify theft included Student loan refinancing options Diversity, Equity and Inclusion (DEI) initiatives including LGBTQ+ History, Dia de los Muertos Celebration, Money Management/Money Relationship, and more. Purpose-driven culture focused on improving the lives of our patients, communities, and employees. We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. We know that when we work together across sites and specialties as an integrated healthcare team, we can exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us. Vituity appreciates differences; our dedication to diversity, equity and inclusion is at the heart of our organization. Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity. Visa status applicants benefits vary. Please speak to a recruiter for more details. Applicants Only. No agencies please.
Jefferson Wells is seeking a Sales and Use Tax Consultant with Vertex experience for a client of ours. This would be a contract position. JOB SUMMARY: The Senior Tax Accountant will be responsible for all indirect taxes associated with assigned company organization. These duties include but are not limited to preparing, gathering, and analyzing data associated with all sales & use tax compliance for all online sales. Prepare all necessary tax related accounting entries for final approval. The Tax Department is responsible for both direct and indirect tax compliance of multiple entities including but not limited to, income tax, sales & use tax, property taxes, account reconciliations and multiple business licensing. Additionally, the group is responsible for doing research to ensure we are in compliance with all jurisdictional laws and regulations and to look for any potential tax savings. MAJOR RESPONSIBILITIES/ESSENTIAL FUNCTIONS : Pull all necessary details to create proper uploads of all sales data for compliance filings. Maintain complete and accurate records for audit purposes. Be able to create and provide support for all required accounting entries. Prepare all assigned account reconciliations with detailed supporting documentation. Research, track, and resolve any issues or discrepancies that may arise from notices related to indirect taxes. POSITION QUALIFICATIONS : Bachelor's degree in Accounting or Finance Years of Job-Related Experience Required : 3+ years of experience Experience with Vertex
04/19/2024
Full time
Jefferson Wells is seeking a Sales and Use Tax Consultant with Vertex experience for a client of ours. This would be a contract position. JOB SUMMARY: The Senior Tax Accountant will be responsible for all indirect taxes associated with assigned company organization. These duties include but are not limited to preparing, gathering, and analyzing data associated with all sales & use tax compliance for all online sales. Prepare all necessary tax related accounting entries for final approval. The Tax Department is responsible for both direct and indirect tax compliance of multiple entities including but not limited to, income tax, sales & use tax, property taxes, account reconciliations and multiple business licensing. Additionally, the group is responsible for doing research to ensure we are in compliance with all jurisdictional laws and regulations and to look for any potential tax savings. MAJOR RESPONSIBILITIES/ESSENTIAL FUNCTIONS : Pull all necessary details to create proper uploads of all sales data for compliance filings. Maintain complete and accurate records for audit purposes. Be able to create and provide support for all required accounting entries. Prepare all assigned account reconciliations with detailed supporting documentation. Research, track, and resolve any issues or discrepancies that may arise from notices related to indirect taxes. POSITION QUALIFICATIONS : Bachelor's degree in Accounting or Finance Years of Job-Related Experience Required : 3+ years of experience Experience with Vertex
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Associate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. This position is a hybrid work type and can be based in one of the following locations: San Antonio, TX; Plano, TX; Phoenix, AZ; Charlotte, NC; Colorado Springs, CO or Tampa, FL. Hybrid roles help employees gain the best of both worlds - collaborating in-person in the office and working from home when needed to achieve focused results. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understand need or problem. Documents relevant information. Assesses member financial situation and goals. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product(s) and services and refers for solutions that they are not trained and/or licensed to recommend or fulfil. Motivates member to take action on recommendation(s) and overcomes objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrates risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Valid Life/Health license and required maintenance and/or ability to acquire within 90 days of hire. The ability to obtain FINRA Licenses 7 & 66 and/or 7 & 65/63 within 12 months from hiring date or within 12 months of new role start date. Must be able to successfully pass background check and licensing review. Additionally, applicant must have the ability to be licensed by USAA in all 50 states plus District of Columbia. Up to 1 year financial industry and/or sales experience. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Successful completion of a job-related assessment may be required. What sets you apart: Currently hold a Group 1 Life and Health License Currently OR prior FINRA licenses 6, 7, 63, 65 or 66 1+ years of Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $ 5 4,130.00-$ 93,870.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Relocation assistance is not available for this position. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/19/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As an Associate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. This position is a hybrid work type and can be based in one of the following locations: San Antonio, TX; Plano, TX; Phoenix, AZ; Charlotte, NC; Colorado Springs, CO or Tampa, FL. Hybrid roles help employees gain the best of both worlds - collaborating in-person in the office and working from home when needed to achieve focused results. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understand need or problem. Documents relevant information. Assesses member financial situation and goals. Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan. Recommends relevant financial product(s) and services and refers for solutions that they are not trained and/or licensed to recommend or fulfil. Motivates member to take action on recommendation(s) and overcomes objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Integrates risk management tools, products, and strategies to create an effective retirement income plan. May be expected to conduct outbound calls to follow up on products and services previously discussed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. Valid Life/Health license and required maintenance and/or ability to acquire within 90 days of hire. The ability to obtain FINRA Licenses 7 & 66 and/or 7 & 65/63 within 12 months from hiring date or within 12 months of new role start date. Must be able to successfully pass background check and licensing review. Additionally, applicant must have the ability to be licensed by USAA in all 50 states plus District of Columbia. Up to 1 year financial industry and/or sales experience. Experience processing and analyzing information. Experience fulfilling requests and meeting deadlines. Experience resolving conflict and negotiating. Experience multi-tasking in an operating systems environment. Successful completion of a job-related assessment may be required. What sets you apart: Currently hold a Group 1 Life and Health License Currently OR prior FINRA licenses 6, 7, 63, 65 or 66 1+ years of Annuity Sales Experience Experience Working in an Inbound/Outbound Call Center Retirement Income Certified Professional Designation (RICP) US military experience through military service or a military spouse/domestic partner The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $ 5 4,130.00-$ 93,870.00 . Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Relocation assistance is not available for this position. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Description Your Role Bring a vibe that's uniquely you to rue and work where you love to shop! As the face of the company, you'll put your iconic, one-of-a-kind sense of style to work representing rue21. Your love of pop culture and fashion combined with your creativity and energetic personality make the perfect combo to be an amazing Sales Associate. Have fun at work while letting your inner trend savant shine by providing customers with a top-notch shopping experience and always making our customer feel like a total VIP! Assists the management team with the day-to-day operations within a rue21 store; reports to members of store management. The role of family temp should only be used to hire family members temporarily to fill hiring gaps in your store and support critical times such as tax free weekend, major floorsets, peak Back to School and Holiday seasons. All family members must undergo and pass a background check prior to working in your store. Family temps must complete GIFTed training for Sales Associates but should never be assigned or work on a register. Family temps should not receive preference in hours to work over permanent Sales Associates Day in the Life Provide and promote exceptional customer service and offer positive resolutions to challenges and complaints from customers. Generate sales through customer interaction, fitting room assistance, and suggestive selling. Prevent asset loss through proper zoning and floor awareness. Adhere to store visual directives, maintenance standards, and cleanliness standards. Consistently exemplify a teamwork attitude with management and coworkers to improve personal and store performance. Communicate effectively with management and coworkers concerning business issues and opportunities. Comply with all company policies and procedures and follow all safety standards to ensure a safe work and shopping environment. Support the Store Management team in driving and maximizing store sales, controlling, and minimizing shrink to achieve store goals. Complete all other duties as assigned.
04/19/2024
Full time
Job Description Your Role Bring a vibe that's uniquely you to rue and work where you love to shop! As the face of the company, you'll put your iconic, one-of-a-kind sense of style to work representing rue21. Your love of pop culture and fashion combined with your creativity and energetic personality make the perfect combo to be an amazing Sales Associate. Have fun at work while letting your inner trend savant shine by providing customers with a top-notch shopping experience and always making our customer feel like a total VIP! Assists the management team with the day-to-day operations within a rue21 store; reports to members of store management. The role of family temp should only be used to hire family members temporarily to fill hiring gaps in your store and support critical times such as tax free weekend, major floorsets, peak Back to School and Holiday seasons. All family members must undergo and pass a background check prior to working in your store. Family temps must complete GIFTed training for Sales Associates but should never be assigned or work on a register. Family temps should not receive preference in hours to work over permanent Sales Associates Day in the Life Provide and promote exceptional customer service and offer positive resolutions to challenges and complaints from customers. Generate sales through customer interaction, fitting room assistance, and suggestive selling. Prevent asset loss through proper zoning and floor awareness. Adhere to store visual directives, maintenance standards, and cleanliness standards. Consistently exemplify a teamwork attitude with management and coworkers to improve personal and store performance. Communicate effectively with management and coworkers concerning business issues and opportunities. Comply with all company policies and procedures and follow all safety standards to ensure a safe work and shopping environment. Support the Store Management team in driving and maximizing store sales, controlling, and minimizing shrink to achieve store goals. Complete all other duties as assigned.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Executive Assistant to join the team in our New York City office. This position is hybrid. YOUR TEAM. This position will support our Tax Department and Partners in a fast paced, challenging and rewarding environment. 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: Support Tax and Audit Partners and Directors to include but not limited to calendaring, time and expense entry Preparing and tracking of engagement letters Compose, prepare and distribute written materials for management using sound judgment including correspondence, memos/letters, agendas, presentations, and minutes Utilizing software for document retention of client information and maintain workflow processes Assist with requests for new client set ups and expansion of services for client services, assist with any updating of client information Send Tax returns/forms to clients via mail or electronic delivery/client portal as needed Assist with tax processing as needed to include but not limited to printing paper returns as requested to send to clients; generating and sending K-1s to clients via electronic or mail; reviewing efile forms to ensure meets Firm's standard criteria; processing, exporting and efiling extensions that meet Firm requirements, scanning client work papers Run client-specific reports Use current Firm operating systems to keep the team updated on deadline status by client and deliverable Draft proposals and associated matter codes Assist team with billing process Organize team scheduling meetings and maintain schedule updates in staffing system Participate in weekly team project meetings Book travel arrangements as requested Maintain team's contacts and mailing lists Perform other duties as assigned YOUR EXPERIENCE. The successful candidate will have: 4+ years of experience in administrative support work, office practices and administrative procedures Extensive people, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects Successful candidates will thrive in a collaborative work environment Tech savvy with the ability and desire to embrace necessary software applications Strong written and verbal communication skills Intermediate to advanced proficiency with Microsoft Word and Microsoft Excel; intermediate knowledge of all other Microsoft applications Superior organizational and follow-through skills with strong attention given to details and deadlines Professional demeanor and appearance necessary at all times Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously Flexibility to work additional hours during peak periods of the year 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. In New York, the salary range for a Executive Assistant is $67,000.00 to $85,000.00. Salary determination will vary based on factors such as a candidate's geographical location, qualifications, experience, skills, and competencies. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit 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.
04/19/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Executive Assistant to join the team in our New York City office. This position is hybrid. YOUR TEAM. This position will support our Tax Department and Partners in a fast paced, challenging and rewarding environment. 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: Support Tax and Audit Partners and Directors to include but not limited to calendaring, time and expense entry Preparing and tracking of engagement letters Compose, prepare and distribute written materials for management using sound judgment including correspondence, memos/letters, agendas, presentations, and minutes Utilizing software for document retention of client information and maintain workflow processes Assist with requests for new client set ups and expansion of services for client services, assist with any updating of client information Send Tax returns/forms to clients via mail or electronic delivery/client portal as needed Assist with tax processing as needed to include but not limited to printing paper returns as requested to send to clients; generating and sending K-1s to clients via electronic or mail; reviewing efile forms to ensure meets Firm's standard criteria; processing, exporting and efiling extensions that meet Firm requirements, scanning client work papers Run client-specific reports Use current Firm operating systems to keep the team updated on deadline status by client and deliverable Draft proposals and associated matter codes Assist team with billing process Organize team scheduling meetings and maintain schedule updates in staffing system Participate in weekly team project meetings Book travel arrangements as requested Maintain team's contacts and mailing lists Perform other duties as assigned YOUR EXPERIENCE. The successful candidate will have: 4+ years of experience in administrative support work, office practices and administrative procedures Extensive people, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects Successful candidates will thrive in a collaborative work environment Tech savvy with the ability and desire to embrace necessary software applications Strong written and verbal communication skills Intermediate to advanced proficiency with Microsoft Word and Microsoft Excel; intermediate knowledge of all other Microsoft applications Superior organizational and follow-through skills with strong attention given to details and deadlines Professional demeanor and appearance necessary at all times Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously Flexibility to work additional hours during peak periods of the year 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. In New York, the salary range for a Executive Assistant is $67,000.00 to $85,000.00. Salary determination will vary based on factors such as a candidate's geographical location, qualifications, experience, skills, and competencies. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit 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.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Experienced Associate to join the team in our Charlotte office for a hybrid opportunity. YOUR TEAM. This position will support our Commercial Real Estate group. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. 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: Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Manage a team of staff associates including interns Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 1+ years of work experience in another public accounting firm Commercial Services Experience required Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills 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.
04/19/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Experienced Associate to join the team in our Charlotte office for a hybrid opportunity. YOUR TEAM. This position will support our Commercial Real Estate group. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. 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: Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Manage a team of staff associates including interns Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 1+ years of work experience in another public accounting firm Commercial Services Experience required Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills 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.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our Holmdel, NJ office/practice. YOUR TEAM. This position will support our CHAMP Group and/or our Not for Profit Group . The CHAMP Group provides services to consumer, hospitality, and manufacturing clients. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. 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: Serve as the engagement lead on specific client accounts Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Illustrate budgets and schedules Actively participate in proposals Manage a team of staff associates, including interns, while providing regular performance coaching and feedback Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Commercial Services or NFP experience required Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills 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.
04/19/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our Holmdel, NJ office/practice. YOUR TEAM. This position will support our CHAMP Group and/or our Not for Profit Group . The CHAMP Group provides services to consumer, hospitality, and manufacturing clients. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. 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: Serve as the engagement lead on specific client accounts Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Illustrate budgets and schedules Actively participate in proposals Manage a team of staff associates, including interns, while providing regular performance coaching and feedback Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Commercial Services or NFP experience required Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills 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.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! CohnReznick currently has an exciting career opportunity in the Tax Commercial Real Estate team located in our Los Angeles and Woodland Hills office in a Hybrid or Virtual capacity. 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, and development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Work with a team to meet various department deadlines throughout the year Assist with the process and review of 1065 tax returns You will gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise direction and leadership. Other Ad Hoc projects as needed YOUR EXPERIENCE. The successful candidate will have: BS/BA accounting preferred MST and CPA preferred Minimum 3-5 years tax experience in a public accounting firm Commercial Real Estate industry experience preferred Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Strong tax research and writing skills Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook Competence with tax compliance and research software to include Go Systems, BNA portfolio and projection, CCH, RIA Solid project management and organizational skills with a demonstrated ability to multi-task Studies have shown that we are less likely to apply for 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. In California, the salary range for Tax Seniors is $80,000 - $115,000. Salary determination will vary based on factors such as a candidate's geographical location, qualifications, experience, skills, and competencies. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus; generous paid time off; expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit . 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 is 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.
04/19/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! CohnReznick currently has an exciting career opportunity in the Tax Commercial Real Estate team located in our Los Angeles and Woodland Hills office in a Hybrid or Virtual capacity. 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, and development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Work with a team to meet various department deadlines throughout the year Assist with the process and review of 1065 tax returns You will gain the respect and confidence of the CohnReznick team through effective client management, timely and accurate communication, and clear and concise direction and leadership. Other Ad Hoc projects as needed YOUR EXPERIENCE. The successful candidate will have: BS/BA accounting preferred MST and CPA preferred Minimum 3-5 years tax experience in a public accounting firm Commercial Real Estate industry experience preferred Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Strong tax research and writing skills Proven technical skills with MS Office to include Excel, Word, PowerPoint, Outlook Competence with tax compliance and research software to include Go Systems, BNA portfolio and projection, CCH, RIA Solid project management and organizational skills with a demonstrated ability to multi-task Studies have shown that we are less likely to apply for 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. In California, the salary range for Tax Seniors is $80,000 - $115,000. Salary determination will vary based on factors such as a candidate's geographical location, qualifications, experience, skills, and competencies. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus; generous paid time off; expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit . 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 is 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.
ADP Technology Services, Inc. is hiring a Principal QA Engineer in our Alpharetta, GA location. Are you empathetic to client needs and inspired by transformation and impacting the lives of millions of people every day? Are you looking to join a dynamic, inclusive team environment with a culture of collaboration and belonging? Well, this may be the role for you! Ready to design what's next? To thrive in this career, you'll need to be enthusiastic, eager to learn, and take on stretch assignments. You strive to learn new technologies and find ways to incorporate what you learn into building your results. You'll be curious, persistent, and at times persuasive. As part of our team, you'll find exciting challenges, get opportunities to grow your career, and develop solid friendships as we design what's next for ADP and the industry. Pace should not scare you. We still find time for a healthy dose of fun. WHAT YOU'LL DO: Build Teams that thrive. As an experienced leader, you want everyone to shine. You are constantly looking for ways to share your knowledge, motivate others, and keep everyone engaged and productive. Learning . You're always learning new technologies and processes with tools and other training courses, conferences ADP offers, and operating with a "learn as you go" approach with a willingness to figure out new ways of doing things. Create Results. You're proactive and hands-on. When you see a potential issue, you never leave things hanging and unfinished. When you and your team deliver a finished product, it's as polished as you could make it. Continuous Learning. You will actively collaborate with other associates to share ideas or show what you've learned. You are eager to learn, keep up with ever-changing technologies, and maintain the ability to create the best tools for our clients. Variety of work. There is no typical day. You could be checking in with a team in India one minute, meeting with leadership to review initiatives for the coming quarter later and tomorrow handling a few ad hoc requests from your peers in other departments. Influence and inspire confidence. You are comfortable presenting to senior leaders, product owners, and peers with a compelling voice that you demonstrate through executive presence, leading change, and creating clear executive-level communications on milestone achievements. Challenges . Inevitable challenges will arise, and we'll rely on you to look for a solution. Responsibilities . Responsible for driving and overseeing production support, including developing quality assurance standards; developing, publishing, and implementing test plans; and writing and maintaining test automation. Execute quality activities as a member of an agile scrum team. Participate in daily standups and ad hoc meetings. Confer with Product Owner, Product Owner Proxy, Analysis, QA and Dev to identify appropriate plan for issue resolution when requirements are incomplete. Utilize artifacts to write and execute test cases which requires exploratory and ad hoc testing. Review and recommend improvements to existing QA processes. Report status and track time. Take ownership of assigned areas. Collaborate with architects, product owners, user experience personnel, researchers, internal and external stakeholders, and globally distributed team to understand requirements and test applications in compliance with client needs . TO SUCCEED IN THIS ROLE: Education and Qualifications/Skills and Competencies. Bachelor's degree in Computer Science, Computer Engineering, Information Systems, related Engineering disciplines, or related field of study and seven (7) years of related experience required. The company will also accept a Master's degree and five (5) years of related experience . Work Experience. Five (5) years of experience must include: Software Development Life Cycle including software development methodologies, testing frameworks, and automation tools; Testing techniques, including Black-box testing, White-box testing, Regression testing, and Exploratory testing; HCM domain in areas of HR, Talent and Benefits, and Payroll; Web applications architecture; Hands on Java programming; Basic JS/Typescript and Angular framework; Cloud technologies including AWS; DevOps tools including Jenkins, Docker and Kubernetes; Creating robust Automation frameworks using Selenium and UFT for UI Automation; LoadRunner for Load Testing; Test management tools including JIRA, Zephyr, and HP Quality Center; Creating API Frameworks using SoapUI and RestAssured Frameworks for API automation; Version control tools - Git or Bitbucket; SQL, Oracle, MySQL, JBDC, or NoSQL . YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: Have courageous team collaboration. Courage comes from how associates are willing to have difficult conversations, speak up, be an owner, and challenge one another's ideas to find the best solution. Deliver at an epic scale. We deliver real user outcomes using strong judgment and good instincts. We're obsessed with the art of achieving simplicity with a focus on client happiness and productivity. Be surrounded by curious learners. We align ourselves with other smart people in an environment where we grow and elevate one another to the next level. We encourage our associates to listen, stay agile, and learn from mistakes. Act like an owner & doer. Mission-driven and committed to leading change, you will be encouraged to take on any challenge and solve complex problems. No tasks are beneath or too great for us. We are hands-on and willing to master our craft. Give back to others. Always do the right thing for our clients and our community and humbly give back to the community where we live and work. Support our associates in times of need through ADP's Philanthropic Foundation. Join a company committed to equality and equity. Our goal is to impact lasting change through our actions. A little about ADP: We are a global leader in HR technology, offering the latest AI and machine learning-enhanced payroll, tax, HR, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. ADP has a deep commitment to diversity, equity, and inclusion as a global Best Places to Work, DiversityInc Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. Learn more about ADP's commitment on our YouTube channel: What are you waiting for? Apply today! Find out why people come to ADP and why they stay: (ADA version: ) For more information please visit: Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
04/19/2024
Full time
ADP Technology Services, Inc. is hiring a Principal QA Engineer in our Alpharetta, GA location. Are you empathetic to client needs and inspired by transformation and impacting the lives of millions of people every day? Are you looking to join a dynamic, inclusive team environment with a culture of collaboration and belonging? Well, this may be the role for you! Ready to design what's next? To thrive in this career, you'll need to be enthusiastic, eager to learn, and take on stretch assignments. You strive to learn new technologies and find ways to incorporate what you learn into building your results. You'll be curious, persistent, and at times persuasive. As part of our team, you'll find exciting challenges, get opportunities to grow your career, and develop solid friendships as we design what's next for ADP and the industry. Pace should not scare you. We still find time for a healthy dose of fun. WHAT YOU'LL DO: Build Teams that thrive. As an experienced leader, you want everyone to shine. You are constantly looking for ways to share your knowledge, motivate others, and keep everyone engaged and productive. Learning . You're always learning new technologies and processes with tools and other training courses, conferences ADP offers, and operating with a "learn as you go" approach with a willingness to figure out new ways of doing things. Create Results. You're proactive and hands-on. When you see a potential issue, you never leave things hanging and unfinished. When you and your team deliver a finished product, it's as polished as you could make it. Continuous Learning. You will actively collaborate with other associates to share ideas or show what you've learned. You are eager to learn, keep up with ever-changing technologies, and maintain the ability to create the best tools for our clients. Variety of work. There is no typical day. You could be checking in with a team in India one minute, meeting with leadership to review initiatives for the coming quarter later and tomorrow handling a few ad hoc requests from your peers in other departments. Influence and inspire confidence. You are comfortable presenting to senior leaders, product owners, and peers with a compelling voice that you demonstrate through executive presence, leading change, and creating clear executive-level communications on milestone achievements. Challenges . Inevitable challenges will arise, and we'll rely on you to look for a solution. Responsibilities . Responsible for driving and overseeing production support, including developing quality assurance standards; developing, publishing, and implementing test plans; and writing and maintaining test automation. Execute quality activities as a member of an agile scrum team. Participate in daily standups and ad hoc meetings. Confer with Product Owner, Product Owner Proxy, Analysis, QA and Dev to identify appropriate plan for issue resolution when requirements are incomplete. Utilize artifacts to write and execute test cases which requires exploratory and ad hoc testing. Review and recommend improvements to existing QA processes. Report status and track time. Take ownership of assigned areas. Collaborate with architects, product owners, user experience personnel, researchers, internal and external stakeholders, and globally distributed team to understand requirements and test applications in compliance with client needs . TO SUCCEED IN THIS ROLE: Education and Qualifications/Skills and Competencies. Bachelor's degree in Computer Science, Computer Engineering, Information Systems, related Engineering disciplines, or related field of study and seven (7) years of related experience required. The company will also accept a Master's degree and five (5) years of related experience . Work Experience. Five (5) years of experience must include: Software Development Life Cycle including software development methodologies, testing frameworks, and automation tools; Testing techniques, including Black-box testing, White-box testing, Regression testing, and Exploratory testing; HCM domain in areas of HR, Talent and Benefits, and Payroll; Web applications architecture; Hands on Java programming; Basic JS/Typescript and Angular framework; Cloud technologies including AWS; DevOps tools including Jenkins, Docker and Kubernetes; Creating robust Automation frameworks using Selenium and UFT for UI Automation; LoadRunner for Load Testing; Test management tools including JIRA, Zephyr, and HP Quality Center; Creating API Frameworks using SoapUI and RestAssured Frameworks for API automation; Version control tools - Git or Bitbucket; SQL, Oracle, MySQL, JBDC, or NoSQL . YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: Have courageous team collaboration. Courage comes from how associates are willing to have difficult conversations, speak up, be an owner, and challenge one another's ideas to find the best solution. Deliver at an epic scale. We deliver real user outcomes using strong judgment and good instincts. We're obsessed with the art of achieving simplicity with a focus on client happiness and productivity. Be surrounded by curious learners. We align ourselves with other smart people in an environment where we grow and elevate one another to the next level. We encourage our associates to listen, stay agile, and learn from mistakes. Act like an owner & doer. Mission-driven and committed to leading change, you will be encouraged to take on any challenge and solve complex problems. No tasks are beneath or too great for us. We are hands-on and willing to master our craft. Give back to others. Always do the right thing for our clients and our community and humbly give back to the community where we live and work. Support our associates in times of need through ADP's Philanthropic Foundation. Join a company committed to equality and equity. Our goal is to impact lasting change through our actions. A little about ADP: We are a global leader in HR technology, offering the latest AI and machine learning-enhanced payroll, tax, HR, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. ADP has a deep commitment to diversity, equity, and inclusion as a global Best Places to Work, DiversityInc Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. Learn more about ADP's commitment on our YouTube channel: What are you waiting for? Apply today! Find out why people come to ADP and why they stay: (ADA version: ) For more information please visit: Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our Los Angeles or Woodland Hills, CA office with our Financial Services Group in a hybrid or remote capacity. YOUR TEAM. As part of the Financial Sponsors & Financial Services team, you'll work with some of the nation's leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. 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: Work with a team to meet various department deadlines throughout the year Preparing the following types of tax returns: business tax returns including 1120, 1120-S & 1065; experience with tax provision preferred Assist with the process and review of tax returns Various financial analysis including but not limited to balance sheets and income statements Proficient in using various department software platforms Ad hoc projects YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Financial Services Experience preferred Heavy Partnership Experience preferred Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills 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. You may be just the right candidate for this or one of our other roles. In California, the salary range for Tax Senior Associates is $80,000 - $115,000. Salary determination will vary based on factors such as a candidate's geographical location, qualifications, experience, skills, and competencies. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus; generous paid time off; expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit . 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.
04/19/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join the team in our Los Angeles or Woodland Hills, CA office with our Financial Services Group in a hybrid or remote capacity. YOUR TEAM. As part of the Financial Sponsors & Financial Services team, you'll work with some of the nation's leading private equity, venture capital, hedge, real estate, cannabis, private credit, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests. 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: Work with a team to meet various department deadlines throughout the year Preparing the following types of tax returns: business tax returns including 1120, 1120-S & 1065; experience with tax provision preferred Assist with the process and review of tax returns Various financial analysis including but not limited to balance sheets and income statements Proficient in using various department software platforms Ad hoc projects YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Financial Services Experience preferred Heavy Partnership Experience preferred Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills 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. You may be just the right candidate for this or one of our other roles. In California, the salary range for Tax Senior Associates is $80,000 - $115,000. Salary determination will vary based on factors such as a candidate's geographical location, qualifications, experience, skills, and competencies. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus; generous paid time off; expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit . 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.
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG). As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as: Teachers School administrators Municipality employees What it takes to be an Equitable Advisors' Financial Professional With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. A four-year college degree is preferred but not required You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Benefits of working with us Competitive compensation package, which includes base pay, commissions and benefits Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunities A work-life balance and access to a full suite of remote-work technology solutions You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, are Equal Opportunity Employers M/F/D/V. AGE- .1(4/22)(Exp.4/24)
04/19/2024
Full time
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG). As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as: Teachers School administrators Municipality employees What it takes to be an Equitable Advisors' Financial Professional With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. A four-year college degree is preferred but not required You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Benefits of working with us Competitive compensation package, which includes base pay, commissions and benefits Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunities A work-life balance and access to a full suite of remote-work technology solutions You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, are Equal Opportunity Employers M/F/D/V. AGE- .1(4/22)(Exp.4/24)
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. Team Overview: The Treasury department is responsible for managing the liquidity of the firm and ensuring the strength of its balance sheet. As part of that objective, the department is responsible for all cash activities of the firm, borrowing and investment to meet cash needs and managing bank relationships for all credit and cash services. All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank transfers are managed by the Treasury department, as are foreign investments. The department is also responsible for risk oversight and control to protect the assets of the firm and support the growth objectives. Treasury currently has an opening for a Senior Analyst. The Senior Analyst will be expected to lead the firm's daily cash positioning, investing excess funds (both domestic and international), and developing technical expertise in the firm's Treasury workstation. Additionally, the analyst will also support Treasury projects, cross-divisional and firm-strategic efforts. What You Will Do: Prepare analysis and reporting for senior management; prepare/review debt compliance/credit agreement documentation Identify short term cash investment opportunities while managing credit and liquidity risks across the firm's portfolio Thorough understanding of the regulatory rules surrounding the transfer of funds Maintain understanding of various bank relationships Identify process-improvement opportunities and provide recommendations for addressing them Analyze bank charged fees, ensuring accuracy; assist with annual expense planning estimate of bank fee expenditures Provide technical support for treasury functions, bank account reconciliations, and time-sensitive tax payments Preparation and review of monthly/quarterly/annual financial reporting reconciliations related to interest bearing deposits and investments, respond to audit requests Support documentation refreshes including bank documentation updates, banking resolutions, and primary bank administrator for requests and audits What Experience You Need: Bachelors degree required (Finance, Accounting, Business, IT) 5+ years experience in Finance, Treasury, Cash Management or related field Strong analytical and problem-solving skills Demonstrated ability to present and communicate information to varied levels of leadership This is a hybrid opportunity in either our St. Louis or Tempe locations- working 3x per week in office required. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. What Could Set You Apart: Knowledge of and experience with treasury management system strongly preferred Certified Treasury Professional (CTP) designation preferred Advanced degree/certification (MBA/CFA/CPA) preferred 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: $81750 - $139194 Category: Headquarters
04/19/2024
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. Team Overview: The Treasury department is responsible for managing the liquidity of the firm and ensuring the strength of its balance sheet. As part of that objective, the department is responsible for all cash activities of the firm, borrowing and investment to meet cash needs and managing bank relationships for all credit and cash services. All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank transfers are managed by the Treasury department, as are foreign investments. The department is also responsible for risk oversight and control to protect the assets of the firm and support the growth objectives. Treasury currently has an opening for a Senior Analyst. The Senior Analyst will be expected to lead the firm's daily cash positioning, investing excess funds (both domestic and international), and developing technical expertise in the firm's Treasury workstation. Additionally, the analyst will also support Treasury projects, cross-divisional and firm-strategic efforts. What You Will Do: Prepare analysis and reporting for senior management; prepare/review debt compliance/credit agreement documentation Identify short term cash investment opportunities while managing credit and liquidity risks across the firm's portfolio Thorough understanding of the regulatory rules surrounding the transfer of funds Maintain understanding of various bank relationships Identify process-improvement opportunities and provide recommendations for addressing them Analyze bank charged fees, ensuring accuracy; assist with annual expense planning estimate of bank fee expenditures Provide technical support for treasury functions, bank account reconciliations, and time-sensitive tax payments Preparation and review of monthly/quarterly/annual financial reporting reconciliations related to interest bearing deposits and investments, respond to audit requests Support documentation refreshes including bank documentation updates, banking resolutions, and primary bank administrator for requests and audits What Experience You Need: Bachelors degree required (Finance, Accounting, Business, IT) 5+ years experience in Finance, Treasury, Cash Management or related field Strong analytical and problem-solving skills Demonstrated ability to present and communicate information to varied levels of leadership This is a hybrid opportunity in either our St. Louis or Tempe locations- working 3x per week in office required. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. What Could Set You Apart: Knowledge of and experience with treasury management system strongly preferred Certified Treasury Professional (CTP) designation preferred Advanced degree/certification (MBA/CFA/CPA) preferred 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: $81750 - $139194 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. Team Overview: The Treasury department is responsible for managing the liquidity of the firm and ensuring the strength of its balance sheet. As part of that objective, the department is responsible for all cash activities of the firm, borrowing and investment to meet cash needs and managing bank relationships for all credit and cash services. All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank transfers are managed by the Treasury department, as are foreign investments. The department is also responsible for risk oversight and control to protect the assets of the firm and support the growth objectives. Treasury currently has an opening for a Senior Analyst. The Senior Analyst will be expected to lead the firm's daily cash positioning, investing excess funds (both domestic and international), and developing technical expertise in the firm's Treasury workstation. Additionally, the analyst will also support Treasury projects, cross-divisional and firm-strategic efforts. What You Will Do: Prepare analysis and reporting for senior management; prepare/review debt compliance/credit agreement documentation Identify short term cash investment opportunities while managing credit and liquidity risks across the firm's portfolio Thorough understanding of the regulatory rules surrounding the transfer of funds Maintain understanding of various bank relationships Identify process-improvement opportunities and provide recommendations for addressing them Analyze bank charged fees, ensuring accuracy; assist with annual expense planning estimate of bank fee expenditures Provide technical support for treasury functions, bank account reconciliations, and time-sensitive tax payments Preparation and review of monthly/quarterly/annual financial reporting reconciliations related to interest bearing deposits and investments, respond to audit requests Support documentation refreshes including bank documentation updates, banking resolutions, and primary bank administrator for requests and audits What Experience You Need: Bachelors degree required (Finance, Accounting, Business, IT) 5+ years experience in Finance, Treasury, Cash Management or related field Strong analytical and problem-solving skills Demonstrated ability to present and communicate information to varied levels of leadership This is a hybrid opportunity in either our St. Louis or Tempe locations- working 3x per week in office required. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. What Could Set You Apart: Knowledge of and experience with treasury management system strongly preferred Certified Treasury Professional (CTP) designation preferred Advanced degree/certification (MBA/CFA/CPA) preferred 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: $81750 - $139194 Category: Headquarters
04/19/2024
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. Team Overview: The Treasury department is responsible for managing the liquidity of the firm and ensuring the strength of its balance sheet. As part of that objective, the department is responsible for all cash activities of the firm, borrowing and investment to meet cash needs and managing bank relationships for all credit and cash services. All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank transfers are managed by the Treasury department, as are foreign investments. The department is also responsible for risk oversight and control to protect the assets of the firm and support the growth objectives. Treasury currently has an opening for a Senior Analyst. The Senior Analyst will be expected to lead the firm's daily cash positioning, investing excess funds (both domestic and international), and developing technical expertise in the firm's Treasury workstation. Additionally, the analyst will also support Treasury projects, cross-divisional and firm-strategic efforts. What You Will Do: Prepare analysis and reporting for senior management; prepare/review debt compliance/credit agreement documentation Identify short term cash investment opportunities while managing credit and liquidity risks across the firm's portfolio Thorough understanding of the regulatory rules surrounding the transfer of funds Maintain understanding of various bank relationships Identify process-improvement opportunities and provide recommendations for addressing them Analyze bank charged fees, ensuring accuracy; assist with annual expense planning estimate of bank fee expenditures Provide technical support for treasury functions, bank account reconciliations, and time-sensitive tax payments Preparation and review of monthly/quarterly/annual financial reporting reconciliations related to interest bearing deposits and investments, respond to audit requests Support documentation refreshes including bank documentation updates, banking resolutions, and primary bank administrator for requests and audits What Experience You Need: Bachelors degree required (Finance, Accounting, Business, IT) 5+ years experience in Finance, Treasury, Cash Management or related field Strong analytical and problem-solving skills Demonstrated ability to present and communicate information to varied levels of leadership This is a hybrid opportunity in either our St. Louis or Tempe locations- working 3x per week in office required. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. What Could Set You Apart: Knowledge of and experience with treasury management system strongly preferred Certified Treasury Professional (CTP) designation preferred Advanced degree/certification (MBA/CFA/CPA) preferred 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: $81750 - $139194 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. Team Overview: The Treasury department is responsible for managing the liquidity of the firm and ensuring the strength of its balance sheet. As part of that objective, the department is responsible for all cash activities of the firm, borrowing and investment to meet cash needs and managing bank relationships for all credit and cash services. All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank transfers are managed by the Treasury department, as are foreign investments. The department is also responsible for risk oversight and control to protect the assets of the firm and support the growth objectives. Treasury currently has an opening for a Senior Analyst. The Senior Analyst will be expected to lead the firm's daily cash positioning, investing excess funds (both domestic and international), and developing technical expertise in the firm's Treasury workstation. Additionally, the analyst will also support Treasury projects, cross-divisional and firm-strategic efforts. What You Will Do: Prepare analysis and reporting for senior management; prepare/review debt compliance/credit agreement documentation Identify short term cash investment opportunities while managing credit and liquidity risks across the firm's portfolio Thorough understanding of the regulatory rules surrounding the transfer of funds Maintain understanding of various bank relationships Identify process-improvement opportunities and provide recommendations for addressing them Analyze bank charged fees, ensuring accuracy; assist with annual expense planning estimate of bank fee expenditures Provide technical support for treasury functions, bank account reconciliations, and time-sensitive tax payments Preparation and review of monthly/quarterly/annual financial reporting reconciliations related to interest bearing deposits and investments, respond to audit requests Support documentation refreshes including bank documentation updates, banking resolutions, and primary bank administrator for requests and audits What Experience You Need: Bachelors degree required (Finance, Accounting, Business, IT) 5+ years experience in Finance, Treasury, Cash Management or related field Strong analytical and problem-solving skills Demonstrated ability to present and communicate information to varied levels of leadership This is a hybrid opportunity in either our St. Louis or Tempe locations- working 3x per week in office required. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. What Could Set You Apart: Knowledge of and experience with treasury management system strongly preferred Certified Treasury Professional (CTP) designation preferred Advanced degree/certification (MBA/CFA/CPA) preferred 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: $81750 - $139194 Category: Headquarters
04/19/2024
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. Team Overview: The Treasury department is responsible for managing the liquidity of the firm and ensuring the strength of its balance sheet. As part of that objective, the department is responsible for all cash activities of the firm, borrowing and investment to meet cash needs and managing bank relationships for all credit and cash services. All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank transfers are managed by the Treasury department, as are foreign investments. The department is also responsible for risk oversight and control to protect the assets of the firm and support the growth objectives. Treasury currently has an opening for a Senior Analyst. The Senior Analyst will be expected to lead the firm's daily cash positioning, investing excess funds (both domestic and international), and developing technical expertise in the firm's Treasury workstation. Additionally, the analyst will also support Treasury projects, cross-divisional and firm-strategic efforts. What You Will Do: Prepare analysis and reporting for senior management; prepare/review debt compliance/credit agreement documentation Identify short term cash investment opportunities while managing credit and liquidity risks across the firm's portfolio Thorough understanding of the regulatory rules surrounding the transfer of funds Maintain understanding of various bank relationships Identify process-improvement opportunities and provide recommendations for addressing them Analyze bank charged fees, ensuring accuracy; assist with annual expense planning estimate of bank fee expenditures Provide technical support for treasury functions, bank account reconciliations, and time-sensitive tax payments Preparation and review of monthly/quarterly/annual financial reporting reconciliations related to interest bearing deposits and investments, respond to audit requests Support documentation refreshes including bank documentation updates, banking resolutions, and primary bank administrator for requests and audits What Experience You Need: Bachelors degree required (Finance, Accounting, Business, IT) 5+ years experience in Finance, Treasury, Cash Management or related field Strong analytical and problem-solving skills Demonstrated ability to present and communicate information to varied levels of leadership This is a hybrid opportunity in either our St. Louis or Tempe locations- working 3x per week in office required. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. What Could Set You Apart: Knowledge of and experience with treasury management system strongly preferred Certified Treasury Professional (CTP) designation preferred Advanced degree/certification (MBA/CFA/CPA) preferred 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: $81750 - $139194 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. Team Overview: The Treasury department is responsible for managing the liquidity of the firm and ensuring the strength of its balance sheet. As part of that objective, the department is responsible for all cash activities of the firm, borrowing and investment to meet cash needs and managing bank relationships for all credit and cash services. All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank transfers are managed by the Treasury department, as are foreign investments. The department is also responsible for risk oversight and control to protect the assets of the firm and support the growth objectives. Treasury currently has an opening for a Senior Analyst. The Senior Analyst will be expected to lead the firm's daily cash positioning, investing excess funds (both domestic and international), and developing technical expertise in the firm's Treasury workstation. Additionally, the analyst will also support Treasury projects, cross-divisional and firm-strategic efforts. What You Will Do: Prepare analysis and reporting for senior management; prepare/review debt compliance/credit agreement documentation Identify short term cash investment opportunities while managing credit and liquidity risks across the firm's portfolio Thorough understanding of the regulatory rules surrounding the transfer of funds Maintain understanding of various bank relationships Identify process-improvement opportunities and provide recommendations for addressing them Analyze bank charged fees, ensuring accuracy; assist with annual expense planning estimate of bank fee expenditures Provide technical support for treasury functions, bank account reconciliations, and time-sensitive tax payments Preparation and review of monthly/quarterly/annual financial reporting reconciliations related to interest bearing deposits and investments, respond to audit requests Support documentation refreshes including bank documentation updates, banking resolutions, and primary bank administrator for requests and audits What Experience You Need: Bachelors degree required (Finance, Accounting, Business, IT) 5+ years experience in Finance, Treasury, Cash Management or related field Strong analytical and problem-solving skills Demonstrated ability to present and communicate information to varied levels of leadership This is a hybrid opportunity in either our St. Louis or Tempe locations- working 3x per week in office required. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. What Could Set You Apart: Knowledge of and experience with treasury management system strongly preferred Certified Treasury Professional (CTP) designation preferred Advanced degree/certification (MBA/CFA/CPA) preferred 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: $81750 - $139194 Category: Headquarters
04/19/2024
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. Team Overview: The Treasury department is responsible for managing the liquidity of the firm and ensuring the strength of its balance sheet. As part of that objective, the department is responsible for all cash activities of the firm, borrowing and investment to meet cash needs and managing bank relationships for all credit and cash services. All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank transfers are managed by the Treasury department, as are foreign investments. The department is also responsible for risk oversight and control to protect the assets of the firm and support the growth objectives. Treasury currently has an opening for a Senior Analyst. The Senior Analyst will be expected to lead the firm's daily cash positioning, investing excess funds (both domestic and international), and developing technical expertise in the firm's Treasury workstation. Additionally, the analyst will also support Treasury projects, cross-divisional and firm-strategic efforts. What You Will Do: Prepare analysis and reporting for senior management; prepare/review debt compliance/credit agreement documentation Identify short term cash investment opportunities while managing credit and liquidity risks across the firm's portfolio Thorough understanding of the regulatory rules surrounding the transfer of funds Maintain understanding of various bank relationships Identify process-improvement opportunities and provide recommendations for addressing them Analyze bank charged fees, ensuring accuracy; assist with annual expense planning estimate of bank fee expenditures Provide technical support for treasury functions, bank account reconciliations, and time-sensitive tax payments Preparation and review of monthly/quarterly/annual financial reporting reconciliations related to interest bearing deposits and investments, respond to audit requests Support documentation refreshes including bank documentation updates, banking resolutions, and primary bank administrator for requests and audits What Experience You Need: Bachelors degree required (Finance, Accounting, Business, IT) 5+ years experience in Finance, Treasury, Cash Management or related field Strong analytical and problem-solving skills Demonstrated ability to present and communicate information to varied levels of leadership This is a hybrid opportunity in either our St. Louis or Tempe locations- working 3x per week in office required. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. What Could Set You Apart: Knowledge of and experience with treasury management system strongly preferred Certified Treasury Professional (CTP) designation preferred Advanced degree/certification (MBA/CFA/CPA) preferred 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: $81750 - $139194 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. Team Overview: The Wealth Management Advice and Solutions Division (known as WMAS) at Edward Jones is focused on developing a profound understanding of prospective and current clients' needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals. Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team (PST) is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. Advisory Solutions has over $200 billion in client assets under care, representing 15% of the firm's total assets under care. PST is seeking an Associate Analyst I to join our growing team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio guidance and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs. PST includes the Core/Core Plus and UMA/Tax-Sensitive Model Teams, responsible for management and oversight for the Advisory Solutions and Guided Solutions research models, and the Proprietary Funds Team, responsible for management and oversight of the Bridge Builder Funds and the Edward Jones Money Market Fund. This position will support the Proprietary Funds and Model teams within Portfolio Solutions. What You Will Do: The Associate Analyst I will be responsible to: Support the Portfolio Solutions Team in assembling and reviewing investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, and performance reporting and monitoring. Develop the knowledge and analytical skills for investment decision-making by assisting in the asset allocation implementation, portfolio construction, and manager selection process. Work in partnership with Investment Manager Research, Investment Risk, Asset Allocation and other internal stakeholders and committees in making better informed decisions consistent with the firm's long-term strategy and investment philosophy. Enroll in and work towards completion of the CFA program. What Experience You Need: Finance or Accounting Bachelor's degree; MBA preferred 2-4 years of working experience. Successful progress towards completion of the Chartered Financial Analyst (CFA) designation preferred Series 7 and 66 (or 63/65 combo) required or attainable within six months of hire. Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) or programming languages (Python, R, SQL). Experience with multi-asset portfolios, manager selection and/or fund management is a plus. This is a hybrid position in out St. Louis, MO office Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. 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: $70659 - $116516 Category: Headquarters
04/19/2024
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. Team Overview: The Wealth Management Advice and Solutions Division (known as WMAS) at Edward Jones is focused on developing a profound understanding of prospective and current clients' needs, in order to create an unparalleled experience. Leveraging these critical insights, we implement tailored solutions and enhance our products in ways that enable clients to achieve their financial goals. Within the Advice and Guidance department of WMAS, the Portfolio Solutions Team (PST) is responsible for both the Advisory Solutions and Guided Solutions investment advisory platforms, including 12 Bridge Builder mutual funds and the Passport Money Market Fund. Advisory Solutions has over $200 billion in client assets under care, representing 15% of the firm's total assets under care. PST is seeking an Associate Analyst I to join our growing team of 17 investment professionals. We exist to help our clients meet and exceed their goals by providing unbiased, best-in-class portfolio guidance and oversight. We take on the complexity of portfolio construction so financial advisors can focus on our clients' complete wealth management needs. PST includes the Core/Core Plus and UMA/Tax-Sensitive Model Teams, responsible for management and oversight for the Advisory Solutions and Guided Solutions research models, and the Proprietary Funds Team, responsible for management and oversight of the Bridge Builder Funds and the Edward Jones Money Market Fund. This position will support the Proprietary Funds and Model teams within Portfolio Solutions. What You Will Do: The Associate Analyst I will be responsible to: Support the Portfolio Solutions Team in assembling and reviewing investment data, conducting quantitative and qualitative analysis, preparing investment recommendations, and performance reporting and monitoring. Develop the knowledge and analytical skills for investment decision-making by assisting in the asset allocation implementation, portfolio construction, and manager selection process. Work in partnership with Investment Manager Research, Investment Risk, Asset Allocation and other internal stakeholders and committees in making better informed decisions consistent with the firm's long-term strategy and investment philosophy. Enroll in and work towards completion of the CFA program. What Experience You Need: Finance or Accounting Bachelor's degree; MBA preferred 2-4 years of working experience. Successful progress towards completion of the Chartered Financial Analyst (CFA) designation preferred Series 7 and 66 (or 63/65 combo) required or attainable within six months of hire. Proficiency in spreadsheets, databases, other software programs (Morningstar Direct, Microsoft Office, FactSet, Bloomberg, BlackRock Aladdin, Tableau, etc.) or programming languages (Python, R, SQL). Experience with multi-asset portfolios, manager selection and/or fund management is a plus. This is a hybrid position in out St. Louis, MO office Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. 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: $70659 - $116516 Category: Headquarters
ADP is hiring a Lead Application Developer. Are you empathetic to client needs and inspired by transformation and impacting the lives of millions of people every day? Are you looking to join a dynamic, inclusive team environment with a culture of collaboration and belonging? Well, this may be the role for you. Ready to design what's next? In this role, you will work within a scrum team to bring the designs and ideas to life for new or improved web applications. This work will support a mix of internal and external clients. You will work with clients, product managers, architects, software engineers, and more to plan, design, develop, test, and implement impactful solutions that support companies with one to millions of employees. You will start your day on a scrum call to prioritize and track work. Within the team you work on, you will choose user stories to work within a sprint cycle. You will spend most of your day developing and testing your code. Every three weeks, you will be involved in the release activities. To thrive in this development career, you'll need to be an expert in Java (Java 8 preferred) and have a firm grasp on Spring Boot, Javascript, Angular and/or React. You'll need to be familiar with web services, RESTful APIs, and open source tools such as Apache KAFKA. Each sprint cycle could have a heavy front-end focus, a heavy back-end focus, or a mix of both, so you'll need experience working with front-end, scripting, and back-end technologies. Like our best developers, you are an enthusiastic creator eager to learn and take on stretch assignments. You strive to learn new technologies and find ways to incorporate what you learn into building your products. As a Senior Developer, you will work closely with your team to lead and guide projects to success. You'll have a hands-on role designing, developing, debugging, and deploying software solutions where you can leverage your expertise with code complexities. You'll also serve as a mentor to the junior developers. In the senior role, you will balance the assigning of user stories through prioritization and consideration of the technical interests of each developer on the team. As part of our team, you'll find exciting challenges, get opportunities to grow your career, and develop solid friendships as we design what's next for ADP and the industry. Pace should not scare you. We still find time for a healthy dose of fun. Like what you see? Apply now! Learn more about ADP at A little about ADP: We are a global leader in HR technology, offering the latest AI and machine learning-enhanced payroll, tax, HR, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. ADP has a deep commitment to diversity, equity, and inclusion as a global Best Places to Work, DiversityInc Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. Learn more about ADP's commitment on our YouTube channel: WHAT YOU'LL DO: Here's what you can expect on a typical day: You'll start each day with a scrum, working in a team to understand responsibilities, identify issues, and communicate coding priorities while choosing user stories to complete. You will also participate in other agile ceremonies, including scheduled sprint demos, where you will present your work to up to 90 stakeholders. Build teams that thrive. As an experienced leader, you want everyone to shine. You'll start each day by checking in with your engineering team to identify priorities and challenges. You'll find a way to make the team's day go smoother. You are constantly looking for ways to share your knowledge, motivate others and keep everyone engaged and productive. Build Products. You will use your technical expertise to review your team's work and help your people excel in an Agile environment. You're proactive and hands-on. When you see a potential issue, you never leave things hanging and unfinished. When you and your team deliver a finished product, it's as polished as you could make it. Variety of work. There is no typical day. You could be checking in with a team in India one minute, meeting with leadership to review initiatives for the coming quarter later and tomorrow handling a few ad hoc requests from your peers in other departments. Influence and inspire confidence. You are comfortable presenting to senior leaders, product owners, and peers with a compelling voice that you demonstrate through executive presence, leading change, and creating clear executive-level communications on milestone achievements. Experience. You have 8-12 years of experience in relevant skills gained and developed in the same or similar role. TO SUCCEED IN THIS ROLE: You'll have a Bachelor's degree OR equivalent. YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: Have courageous team collaboration. Courage comes from how associates are willing to have difficult conversations, speak up, be an owner, and challenge one another's ideas to find the best solution. Deliver at epic scale. We deliver real user outcomes using strong judgment and good instincts. We're obsessed with the art of achieving simplicity with a focus on client happiness and productivity. Be surrounded by curious learners. We align ourselves with other smart people in an environment where we grow and elevate one another to the next level. We encourage our associates to listen, stay agile, and learn from mistakes. Act like an owner & doer. Mission-driven and committed to leading change, you will be encouraged to take on any challenge and solve complex problems. No tasks are beneath or too great for us. We are hands-on and willing to master our craft. Give back to others. Always do the right thing for our clients and our community and humbly give back to the community where we live and work. Support our associates in times of need through ADP's Philanthropic Foundation. Join a company committed to equality and equity. Our goal is to impact lasting change through our actions. What are you waiting for? Apply today! Find out why people come to ADP and why they stay: (ADA version: ) Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
04/19/2024
Full time
ADP is hiring a Lead Application Developer. Are you empathetic to client needs and inspired by transformation and impacting the lives of millions of people every day? Are you looking to join a dynamic, inclusive team environment with a culture of collaboration and belonging? Well, this may be the role for you. Ready to design what's next? In this role, you will work within a scrum team to bring the designs and ideas to life for new or improved web applications. This work will support a mix of internal and external clients. You will work with clients, product managers, architects, software engineers, and more to plan, design, develop, test, and implement impactful solutions that support companies with one to millions of employees. You will start your day on a scrum call to prioritize and track work. Within the team you work on, you will choose user stories to work within a sprint cycle. You will spend most of your day developing and testing your code. Every three weeks, you will be involved in the release activities. To thrive in this development career, you'll need to be an expert in Java (Java 8 preferred) and have a firm grasp on Spring Boot, Javascript, Angular and/or React. You'll need to be familiar with web services, RESTful APIs, and open source tools such as Apache KAFKA. Each sprint cycle could have a heavy front-end focus, a heavy back-end focus, or a mix of both, so you'll need experience working with front-end, scripting, and back-end technologies. Like our best developers, you are an enthusiastic creator eager to learn and take on stretch assignments. You strive to learn new technologies and find ways to incorporate what you learn into building your products. As a Senior Developer, you will work closely with your team to lead and guide projects to success. You'll have a hands-on role designing, developing, debugging, and deploying software solutions where you can leverage your expertise with code complexities. You'll also serve as a mentor to the junior developers. In the senior role, you will balance the assigning of user stories through prioritization and consideration of the technical interests of each developer on the team. As part of our team, you'll find exciting challenges, get opportunities to grow your career, and develop solid friendships as we design what's next for ADP and the industry. Pace should not scare you. We still find time for a healthy dose of fun. Like what you see? Apply now! Learn more about ADP at A little about ADP: We are a global leader in HR technology, offering the latest AI and machine learning-enhanced payroll, tax, HR, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. ADP has a deep commitment to diversity, equity, and inclusion as a global Best Places to Work, DiversityInc Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. Learn more about ADP's commitment on our YouTube channel: WHAT YOU'LL DO: Here's what you can expect on a typical day: You'll start each day with a scrum, working in a team to understand responsibilities, identify issues, and communicate coding priorities while choosing user stories to complete. You will also participate in other agile ceremonies, including scheduled sprint demos, where you will present your work to up to 90 stakeholders. Build teams that thrive. As an experienced leader, you want everyone to shine. You'll start each day by checking in with your engineering team to identify priorities and challenges. You'll find a way to make the team's day go smoother. You are constantly looking for ways to share your knowledge, motivate others and keep everyone engaged and productive. Build Products. You will use your technical expertise to review your team's work and help your people excel in an Agile environment. You're proactive and hands-on. When you see a potential issue, you never leave things hanging and unfinished. When you and your team deliver a finished product, it's as polished as you could make it. Variety of work. There is no typical day. You could be checking in with a team in India one minute, meeting with leadership to review initiatives for the coming quarter later and tomorrow handling a few ad hoc requests from your peers in other departments. Influence and inspire confidence. You are comfortable presenting to senior leaders, product owners, and peers with a compelling voice that you demonstrate through executive presence, leading change, and creating clear executive-level communications on milestone achievements. Experience. You have 8-12 years of experience in relevant skills gained and developed in the same or similar role. TO SUCCEED IN THIS ROLE: You'll have a Bachelor's degree OR equivalent. YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: Have courageous team collaboration. Courage comes from how associates are willing to have difficult conversations, speak up, be an owner, and challenge one another's ideas to find the best solution. Deliver at epic scale. We deliver real user outcomes using strong judgment and good instincts. We're obsessed with the art of achieving simplicity with a focus on client happiness and productivity. Be surrounded by curious learners. We align ourselves with other smart people in an environment where we grow and elevate one another to the next level. We encourage our associates to listen, stay agile, and learn from mistakes. Act like an owner & doer. Mission-driven and committed to leading change, you will be encouraged to take on any challenge and solve complex problems. No tasks are beneath or too great for us. We are hands-on and willing to master our craft. Give back to others. Always do the right thing for our clients and our community and humbly give back to the community where we live and work. Support our associates in times of need through ADP's Philanthropic Foundation. Join a company committed to equality and equity. Our goal is to impact lasting change through our actions. What are you waiting for? Apply today! Find out why people come to ADP and why they stay: (ADA version: ) Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.
The Client Engagement Team is responsible for building our brand, attracting new clients and developing deeper relationships with existing clients by creating value from our client network and the wider Goldman Sachs network. We are seeking an Associate to play a key role in the development and implementation of our global client engagement strategy across the West Coast. Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design PWM Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Job Summary & Responsibilities This candidate will be responsible for developing and executing a holistic client engagement model with support from divisional teams, s/he will: Design, develop and implement the West Coast event component of the PWM client engagement strategy, working, where appropriate, on a cross-divisional basis with other businesses of Goldman Sachs, as well as firmwide event management resources Seek input and feedback from local advisors and teams to better understand client interests and uncover connections that we can leverage in order to create a bespoke client offering Cultivate relationships and networking with clients, prospective clients, internal and external thought leaders, who can be key contributors within the PWM network and the broader PWM client engagement strategy Develop, implement and maintain an evaluation framework, including supporting analytics, to measure the commercial effectiveness of the PWM client engagement effort Oversee event management on centrally coordinating all logistics, programming and data tracking related to broader engagement strategy Lead various strategic, marketing-related initiatives as part of the broader team's marketing mandate Stay abreast of industry trends and best practices in client engagement Success will be determined by: Developing and executing a differentiated client engagement program in the West Coast marketplace that helps achieve our goal of GS PWM becoming the premier wealth manager of choice for ultra-high net worth individuals living and working in the region Measured, improved and sustainable client satisfaction with events, communication and tapping into the GS network Positive team climate that encourages personal growth, team engagement, client focused attitude Required qualifications: Robust network in the SF / Bay Area region Ability to think creatively and develop engagement concepts that are unique and attractive to the ultra-high net worth audience Wealth management industry background or experience in a related field with exposure to ultra high net worth individuals and institutions Project management experience Marketing experience / background, a plus Strong interpersonal skills, including a willingness to proactively develop relationships with key influencers both within the firm and externally Self-starter who takes ownership and can lead / manage projects independently Highly organized with attention to detail and excellent follow-through Strong verbal and written communication skills Good judgment and discretion Teamwork orientation Strong analytical skills; ability to work with data and to understand and communicate commercial implications Bachelor's degree required Willingness to travel 3 - 5 Years of experience in financial services, marketing or a related industry serving wealthy clients ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at . We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2020. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
04/19/2024
Full time
The Client Engagement Team is responsible for building our brand, attracting new clients and developing deeper relationships with existing clients by creating value from our client network and the wider Goldman Sachs network. We are seeking an Associate to play a key role in the development and implementation of our global client engagement strategy across the West Coast. Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design PWM Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Job Summary & Responsibilities This candidate will be responsible for developing and executing a holistic client engagement model with support from divisional teams, s/he will: Design, develop and implement the West Coast event component of the PWM client engagement strategy, working, where appropriate, on a cross-divisional basis with other businesses of Goldman Sachs, as well as firmwide event management resources Seek input and feedback from local advisors and teams to better understand client interests and uncover connections that we can leverage in order to create a bespoke client offering Cultivate relationships and networking with clients, prospective clients, internal and external thought leaders, who can be key contributors within the PWM network and the broader PWM client engagement strategy Develop, implement and maintain an evaluation framework, including supporting analytics, to measure the commercial effectiveness of the PWM client engagement effort Oversee event management on centrally coordinating all logistics, programming and data tracking related to broader engagement strategy Lead various strategic, marketing-related initiatives as part of the broader team's marketing mandate Stay abreast of industry trends and best practices in client engagement Success will be determined by: Developing and executing a differentiated client engagement program in the West Coast marketplace that helps achieve our goal of GS PWM becoming the premier wealth manager of choice for ultra-high net worth individuals living and working in the region Measured, improved and sustainable client satisfaction with events, communication and tapping into the GS network Positive team climate that encourages personal growth, team engagement, client focused attitude Required qualifications: Robust network in the SF / Bay Area region Ability to think creatively and develop engagement concepts that are unique and attractive to the ultra-high net worth audience Wealth management industry background or experience in a related field with exposure to ultra high net worth individuals and institutions Project management experience Marketing experience / background, a plus Strong interpersonal skills, including a willingness to proactively develop relationships with key influencers both within the firm and externally Self-starter who takes ownership and can lead / manage projects independently Highly organized with attention to detail and excellent follow-through Strong verbal and written communication skills Good judgment and discretion Teamwork orientation Strong analytical skills; ability to work with data and to understand and communicate commercial implications Bachelor's degree required Willingness to travel 3 - 5 Years of experience in financial services, marketing or a related industry serving wealthy clients ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. 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