Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 11806 Aberdeen St Ne, Suite 170, Blaine, MN This job posting is anticipated to remain open for 30 days, from 12-Aug-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page . You'll be competitively compensated Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $75400.00 Hiring Maximum: $80200.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we 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 Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.
09/08/2025
Full time
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 11806 Aberdeen St Ne, Suite 170, Blaine, MN This job posting is anticipated to remain open for 30 days, from 12-Aug-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page . You'll be competitively compensated Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $75400.00 Hiring Maximum: $80200.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we 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 Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 18805 W Catawba Ave Suite 206, Cornelius, NC This job posting is anticipated to remain open for 30 days, from 28-Aug-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page . You'll be competitively compensated Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we 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 Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.
09/08/2025
Full time
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 18805 W Catawba Ave Suite 206, Cornelius, NC This job posting is anticipated to remain open for 30 days, from 28-Aug-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page . You'll be competitively compensated Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we 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 Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.
Job Description: Enterprise Technology Risk & Analytics (ETRA) is seeking a passionate, driven, and experienced technology professional to join our team. The Role The individual in this role will be based in Merrimack, Boston, Smithfield, or Westlake and report to the Director of Technology Risk for Advanced Process Solutions (APS), Customer Contact Center (EC3) and Enterprise Infrastructure & Operations (EI&O), within ETRA. The individual will work closely with our business units, Internal Audit, Risk, Information Security Officers (ISOs), and Fidelity external auditors and regulators. You will work closely with various ETRA Centers of Excellence (COEs), perform proactive risk and control assessments, monitor technology controls, document and oversee remediation plans, participate in corporate audits, and provide External Audit support. You will be responsible for monitoring and escalating business impacting incidents to ETRA and LRC senior leaders and develop/maintain associated reporting. This is also a great opportunity to work closely with the BU Technology teams on emerging technologies supporting modernization efforts. The Expertise You Have • 5-8 years of experience in information technology risk management, audit and/or compliance, or cybersecurity with significant experience in information technology controls review; experience in financial services audit organization preferred • BA/BS, preferably in technology or related field of study • Demonstrated technical abilities in multiple areas (e.g., technology infrastructure and application controls, cybersecurity, access management, resiliency, data loss prevention (DLP), network, cloud, etc.) • Experience performing technology risk assessments, control assessments or IT Audits • Ability to represent complex programs to external auditors and regulators • Experience or knowledge of cloud-based deployments, DevOps, and associated risk/controls and auditing requirements preferred • Expertise and hands-on experience in ITSM processes, at an enterprise level • Professional technology risk certifications or interest in pursuing (CISSP, CISA, CRISC, CISM) preferred The Skills You Bring • You have a strong knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions. • Your ability to build and maintain collaborative working relationships with Information Technology and Business personnel • Your love of solving complex problems, comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills • Your process orientation and understanding of operations and technology enabling you to provide support in the analysis, development, and monitoring of controls • Your ability to manage multiple projects concurrently and to work under pressure to meet tight timeline commitments • Experience performing risk assessments, control assessments, IT audits or implementing technology controls for large scale financial service organizations (mainframe, distributed, network and cloud environments) • Knowledge of industry standards, frameworks, and best practices, such as NIST, SOC1, SOC2, ISO27001, ISO27701, ISO22301 • Your skillset and hands-on experience with ITSM processes and oversight • Your excellent verbal and written communication skills enabling you to prepare and present recommendations to business partners and senior management • Advanced computer literacy with word processing, spreadsheet, process flow and presentation applications • Your comfort with data analytics and ability to consume and distribute data • Knowledge of governance, risk, and compliance (GRC) tools, such as Archer is preferred • Understanding of application development, deployment and management patterns, especially DevOps and CI/CD practices is preferred The Value You Deliver • Ability to act as a leader on the team, who is comfortable sharing your thoughts and POV to senior management • Desire to continuously learn and stay up to date on an ever-changing technology landscape. • Assessing the various information technology risks that the business units face in their operations and implementing action plans, policy and procedural changes for risk avoidance and mitigation • Conducting in depth information technology risk assessments, which include documenting controls, identifying potential gaps or inconsistencies, creating detailed process flows, and making sound recommendations for improvement and/or mitigation • Conducting readiness reviews and IT General Control reviews for large information technology development projects ensuring appropriate systems development lifecycle methodologies are being applied and necessary controls are in place • Identifying/designing appropriate KPIs/KRIs for IT risk monitoring • Understanding and consulting on information security standards and industry best practices • Ensuring associates are trained and knowledgeable about information technology controls • Reviewing third party vendors and contracts to ensure appropriate controls are in place and function effectively • Tracking action plans to ensure findings are remediated appropriately, and in a timely manner • Liaison with Internal and External audit teams, tracking internal and external audit findings, perform issues follow-up, consulting and action plans with owners and issue resolution. • Providing risk perspective for technology incidents, track risk findings related to incidents, and serve as a liaison for technology risk management • Evaluating control maturity by performing control design and operating effectiveness reviews and peer reviewing as needed The Team The Technology Risk team oversees the management of controls, and the mitigation of risk related to our technology infrastructure and processes, focusing on protecting the interests of our clients, customers, employees, and company. Our team's focus is technology risk the for EI&O Business unit. Certifications: Category: Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
09/08/2025
Full time
Job Description: Enterprise Technology Risk & Analytics (ETRA) is seeking a passionate, driven, and experienced technology professional to join our team. The Role The individual in this role will be based in Merrimack, Boston, Smithfield, or Westlake and report to the Director of Technology Risk for Advanced Process Solutions (APS), Customer Contact Center (EC3) and Enterprise Infrastructure & Operations (EI&O), within ETRA. The individual will work closely with our business units, Internal Audit, Risk, Information Security Officers (ISOs), and Fidelity external auditors and regulators. You will work closely with various ETRA Centers of Excellence (COEs), perform proactive risk and control assessments, monitor technology controls, document and oversee remediation plans, participate in corporate audits, and provide External Audit support. You will be responsible for monitoring and escalating business impacting incidents to ETRA and LRC senior leaders and develop/maintain associated reporting. This is also a great opportunity to work closely with the BU Technology teams on emerging technologies supporting modernization efforts. The Expertise You Have • 5-8 years of experience in information technology risk management, audit and/or compliance, or cybersecurity with significant experience in information technology controls review; experience in financial services audit organization preferred • BA/BS, preferably in technology or related field of study • Demonstrated technical abilities in multiple areas (e.g., technology infrastructure and application controls, cybersecurity, access management, resiliency, data loss prevention (DLP), network, cloud, etc.) • Experience performing technology risk assessments, control assessments or IT Audits • Ability to represent complex programs to external auditors and regulators • Experience or knowledge of cloud-based deployments, DevOps, and associated risk/controls and auditing requirements preferred • Expertise and hands-on experience in ITSM processes, at an enterprise level • Professional technology risk certifications or interest in pursuing (CISSP, CISA, CRISC, CISM) preferred The Skills You Bring • You have a strong knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions. • Your ability to build and maintain collaborative working relationships with Information Technology and Business personnel • Your love of solving complex problems, comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills • Your process orientation and understanding of operations and technology enabling you to provide support in the analysis, development, and monitoring of controls • Your ability to manage multiple projects concurrently and to work under pressure to meet tight timeline commitments • Experience performing risk assessments, control assessments, IT audits or implementing technology controls for large scale financial service organizations (mainframe, distributed, network and cloud environments) • Knowledge of industry standards, frameworks, and best practices, such as NIST, SOC1, SOC2, ISO27001, ISO27701, ISO22301 • Your skillset and hands-on experience with ITSM processes and oversight • Your excellent verbal and written communication skills enabling you to prepare and present recommendations to business partners and senior management • Advanced computer literacy with word processing, spreadsheet, process flow and presentation applications • Your comfort with data analytics and ability to consume and distribute data • Knowledge of governance, risk, and compliance (GRC) tools, such as Archer is preferred • Understanding of application development, deployment and management patterns, especially DevOps and CI/CD practices is preferred The Value You Deliver • Ability to act as a leader on the team, who is comfortable sharing your thoughts and POV to senior management • Desire to continuously learn and stay up to date on an ever-changing technology landscape. • Assessing the various information technology risks that the business units face in their operations and implementing action plans, policy and procedural changes for risk avoidance and mitigation • Conducting in depth information technology risk assessments, which include documenting controls, identifying potential gaps or inconsistencies, creating detailed process flows, and making sound recommendations for improvement and/or mitigation • Conducting readiness reviews and IT General Control reviews for large information technology development projects ensuring appropriate systems development lifecycle methodologies are being applied and necessary controls are in place • Identifying/designing appropriate KPIs/KRIs for IT risk monitoring • Understanding and consulting on information security standards and industry best practices • Ensuring associates are trained and knowledgeable about information technology controls • Reviewing third party vendors and contracts to ensure appropriate controls are in place and function effectively • Tracking action plans to ensure findings are remediated appropriately, and in a timely manner • Liaison with Internal and External audit teams, tracking internal and external audit findings, perform issues follow-up, consulting and action plans with owners and issue resolution. • Providing risk perspective for technology incidents, track risk findings related to incidents, and serve as a liaison for technology risk management • Evaluating control maturity by performing control design and operating effectiveness reviews and peer reviewing as needed The Team The Technology Risk team oversees the management of controls, and the mitigation of risk related to our technology infrastructure and processes, focusing on protecting the interests of our clients, customers, employees, and company. Our team's focus is technology risk the for EI&O Business unit. Certifications: Category: Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Description Summary: A professional who assesses, plans, implements, coordinates, monitors, and evaluates patient care activities. He/she has clinical and/or functional knowledge of the position for which they are accountable either directly or indirectly through delegation of tasks. Incumbent is accountable to the Administrative Team. Collaborates with other Clinical Associates to meet individual needs using communication and available resources to promote quality, cost effective care. Responsibilities: Performs clinical skills accurately and professionally in clinic and with assigned athletic programs Associate is able to work proficiently and efficiently in all areas of athletic coverage Associate is recognized by coaches and team physicians for providing excellent prevention and rehabilitation services to athletes and patients Coordinates care with other healthcare providers as needed Completes school and hospital paperwork within designated timeframes Paperwork includes, but is not limited to, weekly timesheets, weekly injury treatment logs, etc. Provides feedback and develops new tracking tools/forms if needed, to improve accuracy and efficiency of reporting Participates in sport's report summaries Implements surveys for sport's clients to better meet their needs and follow - up on their concerns Responds to the requests of sport's clients and physicians by developing a questionnaire (formal or informal) Coordinates, plans, and implements new sport's programs for existing clients Consistently communicates clearly with co - workers, case management, parents, coaches, and physicians on athlete injuries and event coverage Identifies barriers to effective communication and implements changes in processes to include meetings, documentation, etc. Conducts a thorough initial clinical evaluation of injuries and illnesses commonly sustained by the competitive athlete Demonstrates a thorough knowledge of functional anatomy and characteristic pathology of all common closed soft tissue injuries, open wounds, and fractures Performs needs' assessment of clients and recommends and develops clinics and educational programs Collaborates with Principals, Athletic Directors, and Coaches to develop and implement programs of value to the school system Provides appropriate first aid and emergency treatment for acute athletic injury/illnesses Has knowledge of and demonstrate compliance with infection control policies Appropriately handles and dispose of sharps and appropriately dispose of bio-hazardous materials Expands relationships with current schools Actively markets services to physicians and coaches and increase awareness to athletes and parents of sport's affiliations Actively pursues opportunities to expand into new schools or community partnerships Takes lead with communication and coordination of coverage with new partners Assists with offering 2 in-services per year in the community Delivers treatment to athletes resulting in patient and physician satisfaction Identifies barriers to patient and physician satisfaction and assists with improving entire process Assists with formalizing current internal programs Initiates and completes protocol development and actively markets to physicians Anticipates patient and physician needs to decrease complaints/concerns and acts to resolve the situation Assists with education of co - workers and clients by providing at least one in-service per year Actively participates in maintaining the referral of athletes within the CHRISTUS Health Care System Requirements: Bachelor's Degree BLS Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
09/08/2025
Full time
Description Summary: A professional who assesses, plans, implements, coordinates, monitors, and evaluates patient care activities. He/she has clinical and/or functional knowledge of the position for which they are accountable either directly or indirectly through delegation of tasks. Incumbent is accountable to the Administrative Team. Collaborates with other Clinical Associates to meet individual needs using communication and available resources to promote quality, cost effective care. Responsibilities: Performs clinical skills accurately and professionally in clinic and with assigned athletic programs Associate is able to work proficiently and efficiently in all areas of athletic coverage Associate is recognized by coaches and team physicians for providing excellent prevention and rehabilitation services to athletes and patients Coordinates care with other healthcare providers as needed Completes school and hospital paperwork within designated timeframes Paperwork includes, but is not limited to, weekly timesheets, weekly injury treatment logs, etc. Provides feedback and develops new tracking tools/forms if needed, to improve accuracy and efficiency of reporting Participates in sport's report summaries Implements surveys for sport's clients to better meet their needs and follow - up on their concerns Responds to the requests of sport's clients and physicians by developing a questionnaire (formal or informal) Coordinates, plans, and implements new sport's programs for existing clients Consistently communicates clearly with co - workers, case management, parents, coaches, and physicians on athlete injuries and event coverage Identifies barriers to effective communication and implements changes in processes to include meetings, documentation, etc. Conducts a thorough initial clinical evaluation of injuries and illnesses commonly sustained by the competitive athlete Demonstrates a thorough knowledge of functional anatomy and characteristic pathology of all common closed soft tissue injuries, open wounds, and fractures Performs needs' assessment of clients and recommends and develops clinics and educational programs Collaborates with Principals, Athletic Directors, and Coaches to develop and implement programs of value to the school system Provides appropriate first aid and emergency treatment for acute athletic injury/illnesses Has knowledge of and demonstrate compliance with infection control policies Appropriately handles and dispose of sharps and appropriately dispose of bio-hazardous materials Expands relationships with current schools Actively markets services to physicians and coaches and increase awareness to athletes and parents of sport's affiliations Actively pursues opportunities to expand into new schools or community partnerships Takes lead with communication and coordination of coverage with new partners Assists with offering 2 in-services per year in the community Delivers treatment to athletes resulting in patient and physician satisfaction Identifies barriers to patient and physician satisfaction and assists with improving entire process Assists with formalizing current internal programs Initiates and completes protocol development and actively markets to physicians Anticipates patient and physician needs to decrease complaints/concerns and acts to resolve the situation Assists with education of co - workers and clients by providing at least one in-service per year Actively participates in maintaining the referral of athletes within the CHRISTUS Health Care System Requirements: Bachelor's Degree BLS Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 4250 Barranca Pkwy Suite C, Irvine, CA This job posting is anticipated to remain open for 30 days, from 05-Sep-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page . You'll be competitively compensated Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $75400.00 Hiring Maximum: $89600.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we 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 Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.
09/08/2025
Full time
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 4250 Barranca Pkwy Suite C, Irvine, CA This job posting is anticipated to remain open for 30 days, from 05-Sep-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page . You'll be competitively compensated Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $75400.00 Hiring Maximum: $89600.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we 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 Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.
Job Description: Director Quant Development, Backtesting The Role We are seeking Director Quant Development to join our Quantitative Research & Investments Technology (QRIT) team in Fidelity Asset Management Technology. This role will partner with the quant research and investments teams to design, build, enhance and support a comprehensive portfolio back testing ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers. The Expertise and Skills You Bring Bachelor's degree in a computational field such as Computer Science, Master's degree is preferred Minimum of 7 years of proven professional experience working in financial services (Asset Management experienced preferred) Proven experience engaging with senior internal and external clients and partners Experience with Python and micro-services / RESTful APIs Quantitative Finance knowledge is required: quantitative research techniques and methods, including backtesting, model formation, and the alpha lifecycle Proven ability to design highly scalable and low latency systems Experience working on AWS cloud environment and working knowledge of CI/CD & DevOps Awareness of event-based systems, functional programming, emerging technologies and messaging frameworks such as Kafka and EMS. Strong experience in system architecture, design patterns and software engineering fundamentals such as OOP, functional programming, data modeling. Advanced understanding of data structures Proven ability to capture requirements and formulate plans by partnering with various stakeholders Strong communication, interpersonal and relationship building skills to influence decisions and engage across Fidelity and at all levels of the organization The base salary range for this position is $126,000-$212,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Category: Information Technology
09/08/2025
Full time
Job Description: Director Quant Development, Backtesting The Role We are seeking Director Quant Development to join our Quantitative Research & Investments Technology (QRIT) team in Fidelity Asset Management Technology. This role will partner with the quant research and investments teams to design, build, enhance and support a comprehensive portfolio back testing ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers. The Expertise and Skills You Bring Bachelor's degree in a computational field such as Computer Science, Master's degree is preferred Minimum of 7 years of proven professional experience working in financial services (Asset Management experienced preferred) Proven experience engaging with senior internal and external clients and partners Experience with Python and micro-services / RESTful APIs Quantitative Finance knowledge is required: quantitative research techniques and methods, including backtesting, model formation, and the alpha lifecycle Proven ability to design highly scalable and low latency systems Experience working on AWS cloud environment and working knowledge of CI/CD & DevOps Awareness of event-based systems, functional programming, emerging technologies and messaging frameworks such as Kafka and EMS. Strong experience in system architecture, design patterns and software engineering fundamentals such as OOP, functional programming, data modeling. Advanced understanding of data structures Proven ability to capture requirements and formulate plans by partnering with various stakeholders Strong communication, interpersonal and relationship building skills to influence decisions and engage across Fidelity and at all levels of the organization The base salary range for this position is $126,000-$212,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Category: Information Technology
Job Description: Do you genuinely enjoy making a difference in the lives of others? If you answered " yes " and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Smithfield site. In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. What to expect As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences. Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching. Rewards & Recognition: Your achievements will be celebrated as you progress through the program. This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role. The Skills You Bring Ability to establish rapport and relationships through effective communication Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers. Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.) Proficiency in navigating and troubleshooting basic technology issues or systems. Handle a variety of situations and conversations driving towards a resolution suitable for all Self-motivated teammate with strong social skills who brings energy and passion to the team Minimum 1 year of customer service experience High School diploma or GED required The Value You Deliver A passion for helping people Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making Provide outstanding customer service and communication via voice or digital channels Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed) Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am - Midnight EST Certifications: Category: Customer Service Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
09/08/2025
Full time
Job Description: Do you genuinely enjoy making a difference in the lives of others? If you answered " yes " and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Smithfield site. In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. What to expect As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences. Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching. Rewards & Recognition: Your achievements will be celebrated as you progress through the program. This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role. The Skills You Bring Ability to establish rapport and relationships through effective communication Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers. Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.) Proficiency in navigating and troubleshooting basic technology issues or systems. Handle a variety of situations and conversations driving towards a resolution suitable for all Self-motivated teammate with strong social skills who brings energy and passion to the team Minimum 1 year of customer service experience High School diploma or GED required The Value You Deliver A passion for helping people Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making Provide outstanding customer service and communication via voice or digital channels Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed) Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am - Midnight EST Certifications: Category: Customer Service Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job description In support of our client, a global automotive OEM, we are currently seeking an experienced Facilities Project Engineer - MEP to support facility expansion projects and ongoing facilities modifications. This program-based assignment will be located at our client's facility in Smyrna, Tennessee and will work directly with our client's Facility Engineering and Project Management team and vendors to provide leadership and administration for various projects. The individual we seek will have an Associate's of Science degree in Mechanical Design or Engineering or equivalent with experience in the design and construction of industrial facilities. Strong project management skills with ability to handle multiple projects from design through installation is essential. JOB DETAILS Prepares drawings in accordance with standard technical specifications and assists in design development of mechanical and electrical industrial facilities systems, that range from moderate to complex in nature. Must have thorough knowledge AutoCAD and file storage systems, as well as ability to edit manual drawings. Working effectively in the manufacturing environment collecting data, developing, and implementing design solutions, creating specification, and requisitions for contracted services. Coordinating outside contracted support services and maintaining effective working relationships with Operations, Maintenance, and Safety personnel. Applies basic engineering principles in the area of discipline during the development of design solutions. Perform all other duties and special projects as assigned. REQUIREMENTS Bachelors degree in electrical or mechanical engineering. 5 or more years design or drafting experience or equivalent as determined by department management. Applies knowledge and skills to complex problems, coordinates work beyond own area of expertise. Advanced knowledge of discipline specific principles, standards and codes related to manufacturing, equipment and health and safety. Advanced knowledge of layout drafting, design concepts, drawing, plans and diagrams. Ability to project manage small scale projects, controlling cost, schedule, and the overall performance of the design solution. Solves complex problems; takes a new perspective on existing processes; makes recommendations to improve standard procedures. May be required to act as a team leader within own area or department; does not supervise. Provides guidance to others and coordinates the work of teams. Acts as a facilitator to resolve conflicts within a team. ADDITIONAL REQUIREMENTS Has developed depth and breadth of knowledge and skills in own discipline or area. Ability to organize and prioritize tasks and make appropriate decisions. Ability to work with minimal supervision. Ability to perform project assignments that are large in scope and have a high degree of complexity. Ability to work with complex design concepts, drawings, plans and diagrams. Anticipates and understands changes to current processes to customer needs. Provides guidance to others and coordinates the work of teams. Some travel required. Excellent verbal and written communication skills. ResourceTek offers a competitive salary and a comprehensive benefits package. Equal Opportunity Employer.
09/08/2025
Full time
Job description In support of our client, a global automotive OEM, we are currently seeking an experienced Facilities Project Engineer - MEP to support facility expansion projects and ongoing facilities modifications. This program-based assignment will be located at our client's facility in Smyrna, Tennessee and will work directly with our client's Facility Engineering and Project Management team and vendors to provide leadership and administration for various projects. The individual we seek will have an Associate's of Science degree in Mechanical Design or Engineering or equivalent with experience in the design and construction of industrial facilities. Strong project management skills with ability to handle multiple projects from design through installation is essential. JOB DETAILS Prepares drawings in accordance with standard technical specifications and assists in design development of mechanical and electrical industrial facilities systems, that range from moderate to complex in nature. Must have thorough knowledge AutoCAD and file storage systems, as well as ability to edit manual drawings. Working effectively in the manufacturing environment collecting data, developing, and implementing design solutions, creating specification, and requisitions for contracted services. Coordinating outside contracted support services and maintaining effective working relationships with Operations, Maintenance, and Safety personnel. Applies basic engineering principles in the area of discipline during the development of design solutions. Perform all other duties and special projects as assigned. REQUIREMENTS Bachelors degree in electrical or mechanical engineering. 5 or more years design or drafting experience or equivalent as determined by department management. Applies knowledge and skills to complex problems, coordinates work beyond own area of expertise. Advanced knowledge of discipline specific principles, standards and codes related to manufacturing, equipment and health and safety. Advanced knowledge of layout drafting, design concepts, drawing, plans and diagrams. Ability to project manage small scale projects, controlling cost, schedule, and the overall performance of the design solution. Solves complex problems; takes a new perspective on existing processes; makes recommendations to improve standard procedures. May be required to act as a team leader within own area or department; does not supervise. Provides guidance to others and coordinates the work of teams. Acts as a facilitator to resolve conflicts within a team. ADDITIONAL REQUIREMENTS Has developed depth and breadth of knowledge and skills in own discipline or area. Ability to organize and prioritize tasks and make appropriate decisions. Ability to work with minimal supervision. Ability to perform project assignments that are large in scope and have a high degree of complexity. Ability to work with complex design concepts, drawings, plans and diagrams. Anticipates and understands changes to current processes to customer needs. Provides guidance to others and coordinates the work of teams. Some travel required. Excellent verbal and written communication skills. ResourceTek offers a competitive salary and a comprehensive benefits package. Equal Opportunity Employer.
Job Description: Enterprise Technology Risk & Analytics (ETRA) is seeking a passionate, driven, and experienced technology professional to join our team. The Role The individual in this role will be based in Merrimack, Boston, Smithfield, or Westlake and report to the Director of Technology Risk for Advanced Process Solutions (APS), Customer Contact Center (EC3) and Enterprise Infrastructure & Operations (EI&O), within ETRA. The individual will work closely with our business units, Internal Audit, Risk, Information Security Officers (ISOs), and Fidelity external auditors and regulators. You will work closely with various ETRA Centers of Excellence (COEs), perform proactive risk and control assessments, monitor technology controls, document and oversee remediation plans, participate in corporate audits, and provide External Audit support. You will be responsible for monitoring and escalating business impacting incidents to ETRA and LRC senior leaders and develop/maintain associated reporting. This is also a great opportunity to work closely with the BU Technology teams on emerging technologies supporting modernization efforts. The Expertise You Have • 5-8 years of experience in information technology risk management, audit and/or compliance, or cybersecurity with significant experience in information technology controls review; experience in financial services audit organization preferred • BA/BS, preferably in technology or related field of study • Demonstrated technical abilities in multiple areas (e.g., technology infrastructure and application controls, cybersecurity, access management, resiliency, data loss prevention (DLP), network, cloud, etc.) • Experience performing technology risk assessments, control assessments or IT Audits • Ability to represent complex programs to external auditors and regulators • Experience or knowledge of cloud-based deployments, DevOps, and associated risk/controls and auditing requirements preferred • Expertise and hands-on experience in ITSM processes, at an enterprise level • Professional technology risk certifications or interest in pursuing (CISSP, CISA, CRISC, CISM) preferred The Skills You Bring • You have a strong knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions. • Your ability to build and maintain collaborative working relationships with Information Technology and Business personnel • Your love of solving complex problems, comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills • Your process orientation and understanding of operations and technology enabling you to provide support in the analysis, development, and monitoring of controls • Your ability to manage multiple projects concurrently and to work under pressure to meet tight timeline commitments • Experience performing risk assessments, control assessments, IT audits or implementing technology controls for large scale financial service organizations (mainframe, distributed, network and cloud environments) • Knowledge of industry standards, frameworks, and best practices, such as NIST, SOC1, SOC2, ISO27001, ISO27701, ISO22301 • Your skillset and hands-on experience with ITSM processes and oversight • Your excellent verbal and written communication skills enabling you to prepare and present recommendations to business partners and senior management • Advanced computer literacy with word processing, spreadsheet, process flow and presentation applications • Your comfort with data analytics and ability to consume and distribute data • Knowledge of governance, risk, and compliance (GRC) tools, such as Archer is preferred • Understanding of application development, deployment and management patterns, especially DevOps and CI/CD practices is preferred The Value You Deliver • Ability to act as a leader on the team, who is comfortable sharing your thoughts and POV to senior management • Desire to continuously learn and stay up to date on an ever-changing technology landscape. • Assessing the various information technology risks that the business units face in their operations and implementing action plans, policy and procedural changes for risk avoidance and mitigation • Conducting in depth information technology risk assessments, which include documenting controls, identifying potential gaps or inconsistencies, creating detailed process flows, and making sound recommendations for improvement and/or mitigation • Conducting readiness reviews and IT General Control reviews for large information technology development projects ensuring appropriate systems development lifecycle methodologies are being applied and necessary controls are in place • Identifying/designing appropriate KPIs/KRIs for IT risk monitoring • Understanding and consulting on information security standards and industry best practices • Ensuring associates are trained and knowledgeable about information technology controls • Reviewing third party vendors and contracts to ensure appropriate controls are in place and function effectively • Tracking action plans to ensure findings are remediated appropriately, and in a timely manner • Liaison with Internal and External audit teams, tracking internal and external audit findings, perform issues follow-up, consulting and action plans with owners and issue resolution. • Providing risk perspective for technology incidents, track risk findings related to incidents, and serve as a liaison for technology risk management • Evaluating control maturity by performing control design and operating effectiveness reviews and peer reviewing as needed The Team The Technology Risk team oversees the management of controls, and the mitigation of risk related to our technology infrastructure and processes, focusing on protecting the interests of our clients, customers, employees, and company. Our team's focus is technology risk the for EI&O Business unit. Certifications: Category: Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
09/08/2025
Full time
Job Description: Enterprise Technology Risk & Analytics (ETRA) is seeking a passionate, driven, and experienced technology professional to join our team. The Role The individual in this role will be based in Merrimack, Boston, Smithfield, or Westlake and report to the Director of Technology Risk for Advanced Process Solutions (APS), Customer Contact Center (EC3) and Enterprise Infrastructure & Operations (EI&O), within ETRA. The individual will work closely with our business units, Internal Audit, Risk, Information Security Officers (ISOs), and Fidelity external auditors and regulators. You will work closely with various ETRA Centers of Excellence (COEs), perform proactive risk and control assessments, monitor technology controls, document and oversee remediation plans, participate in corporate audits, and provide External Audit support. You will be responsible for monitoring and escalating business impacting incidents to ETRA and LRC senior leaders and develop/maintain associated reporting. This is also a great opportunity to work closely with the BU Technology teams on emerging technologies supporting modernization efforts. The Expertise You Have • 5-8 years of experience in information technology risk management, audit and/or compliance, or cybersecurity with significant experience in information technology controls review; experience in financial services audit organization preferred • BA/BS, preferably in technology or related field of study • Demonstrated technical abilities in multiple areas (e.g., technology infrastructure and application controls, cybersecurity, access management, resiliency, data loss prevention (DLP), network, cloud, etc.) • Experience performing technology risk assessments, control assessments or IT Audits • Ability to represent complex programs to external auditors and regulators • Experience or knowledge of cloud-based deployments, DevOps, and associated risk/controls and auditing requirements preferred • Expertise and hands-on experience in ITSM processes, at an enterprise level • Professional technology risk certifications or interest in pursuing (CISSP, CISA, CRISC, CISM) preferred The Skills You Bring • You have a strong knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions. • Your ability to build and maintain collaborative working relationships with Information Technology and Business personnel • Your love of solving complex problems, comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills • Your process orientation and understanding of operations and technology enabling you to provide support in the analysis, development, and monitoring of controls • Your ability to manage multiple projects concurrently and to work under pressure to meet tight timeline commitments • Experience performing risk assessments, control assessments, IT audits or implementing technology controls for large scale financial service organizations (mainframe, distributed, network and cloud environments) • Knowledge of industry standards, frameworks, and best practices, such as NIST, SOC1, SOC2, ISO27001, ISO27701, ISO22301 • Your skillset and hands-on experience with ITSM processes and oversight • Your excellent verbal and written communication skills enabling you to prepare and present recommendations to business partners and senior management • Advanced computer literacy with word processing, spreadsheet, process flow and presentation applications • Your comfort with data analytics and ability to consume and distribute data • Knowledge of governance, risk, and compliance (GRC) tools, such as Archer is preferred • Understanding of application development, deployment and management patterns, especially DevOps and CI/CD practices is preferred The Value You Deliver • Ability to act as a leader on the team, who is comfortable sharing your thoughts and POV to senior management • Desire to continuously learn and stay up to date on an ever-changing technology landscape. • Assessing the various information technology risks that the business units face in their operations and implementing action plans, policy and procedural changes for risk avoidance and mitigation • Conducting in depth information technology risk assessments, which include documenting controls, identifying potential gaps or inconsistencies, creating detailed process flows, and making sound recommendations for improvement and/or mitigation • Conducting readiness reviews and IT General Control reviews for large information technology development projects ensuring appropriate systems development lifecycle methodologies are being applied and necessary controls are in place • Identifying/designing appropriate KPIs/KRIs for IT risk monitoring • Understanding and consulting on information security standards and industry best practices • Ensuring associates are trained and knowledgeable about information technology controls • Reviewing third party vendors and contracts to ensure appropriate controls are in place and function effectively • Tracking action plans to ensure findings are remediated appropriately, and in a timely manner • Liaison with Internal and External audit teams, tracking internal and external audit findings, perform issues follow-up, consulting and action plans with owners and issue resolution. • Providing risk perspective for technology incidents, track risk findings related to incidents, and serve as a liaison for technology risk management • Evaluating control maturity by performing control design and operating effectiveness reviews and peer reviewing as needed The Team The Technology Risk team oversees the management of controls, and the mitigation of risk related to our technology infrastructure and processes, focusing on protecting the interests of our clients, customers, employees, and company. Our team's focus is technology risk the for EI&O Business unit. Certifications: Category: Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Overview This job posting is anticipated to remain open for 30 days, from 25-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we 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 Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.
09/08/2025
Full time
Job Overview This job posting is anticipated to remain open for 30 days, from 25-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program . Salary for the first five years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page . Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we 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 Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.
Description: Affinity Management Services is an Association Management Company proudly serving Miami-Dade, Broward, and Palm Beach County for the last 14 years! We have grown over time due to our commitment to creating a first-class living environment for our residents and enriching the quality of life in our communities through our innovative services. As the demand for our services continues to grow, we are looking for individuals to join us on our quest to empower and transform each community we partner with. Position Summary: The Director of Association Support is responsible for overseeing the financial, accounting, and reporting functions within our organization. This position ensures compliance with contractual obligations, Generally Accepted Accounting Principles (GAAP), and Florida statutory requirements. This role will oversee multiple departments, including Accounting, Customer Care, and Property Transitions, ensuring seamless integration and functionality. Key Responsibilities: Staff Leadership and Management: Lead by example, embodying the company's vision, mission, and values. Manage a team of skilled accounting professionals, fostering a focus on operational business partnership and support. Invest in personal career development, including software training and relevant seminars. Build relationships with industry leaders through industry-specific seminars and training to enhance the organization's market presence and departmental efficiency. Support subordinate managers in recognizing core competencies and providing development opportunities. Develop and drive departmental metrics in alignment with the leadership team's objectives. Prioritize meeting and exceeding customer requirements and expectations. Effectively handle conflicts, challenges, delegation, and mentorship. Financial Management: Ensure the timely and accurate delivery of scheduled association financial statements and reporting. Enforce all collection policies, ensuring necessary funding for all properties and accuracy of membership-related data. Oversee the proper filing of association Compilation, Review, or Audits. Streamline invoice processing and cash disbursements to ensure timely vendor payments. Establish and enforce internal controls and segregation of duties to prevent financial risk and fraud. Assess, formulate, and monitor relevant metrics to drive departmental performance. Develop policies, procedures, and systems to enhance department performance and delivery of financial statements and administrative contractual services. Ensure timely and accurate reporting and analysis of departmental trends to support positive business outcomes. Board Relationships and Conflict Resolution: Develop and maintain strong relationships with the board members. Effectively manage and resolve conflicts within the organization and with external stakeholders. Ensure clear and transparent communication with the board and other key stakeholders. Requirements: At least 8+ years of experience managing multiple departments including Accounting, Customer Service CPA in Florida required. Deep understanding of company Operations Bachelor's degree in accounting, business administration, or a related field; Profound understanding of strategy implementation through tactical leadership. Proficiency in collaboration with the Executive Team, Leadership Team, Board Members, and staff. A commitment to creating a collaborative and positive work environment. Strong relationships with team members and key vendors. Strong project management, interpersonal, and leadership skills. Advanced knowledge of MS Office (Excel, Word & Outlook). Willingness to travel to Board Meetings (Tri-County) as required (15% of the time). Familiarity with Tops Software and/or AvidXchange preferred. Success Criteria: A visionary capable of evaluating situations, developing plans, and executing them successfully. Committed to creating efficiencies that support organizational growth. A strategic leader driven by quality and service for the associations we serve. An exceptional communicator who listens, integrates feedback, and shares insights and recommendations. A skilled problem-solver with a talent for developing processes, managing resources, and leading change initiatives. An effective relationship manager, well-versed in Common Interest Realty Associations accounting methodology and Florida statutory laws. Who We Are At Affinity Management Services, we are passionate about community association management. We value knowledge sharing and welcome new team members who enjoy the challenges of community association and property management, including Homeowners Associations, Condominiums, and Apartments. Our Values: We lead with the following values: Relationship Oriented: We exceed expectations and build lasting relationships. Teamwork: We collaborate and take collective ownership of our clients' needs. Professionalism: We hold ourselves to a high standard and have a continued commitment to self-development. Solutions oriented: We anticipate, adapt, and implement the right strategy and process. What We Offer: We invite you to be a member of our team, where you can enjoy a comprehensive benefits package, including: - Fully paid medical insurance for you and your family - Voluntary dental, vision, life insurance, and short-term disability - 401(K) Plan after 90 days of employment Additionally, we provide competitive pay, paid time off, a respectful, caring, and positive working environment. You will have opportunities for growth and promotion within the organization, including specialized training, industry-related organization memberships, and mentoring support to help you achieve your career development aspirations. Note: The company provides a disclaimer that the job post may not be an exhaustive list of all responsibilities and requirements, and the essential functions of the job may change based on business necessity. Affinity Management Services is committed to a non-smoking and drug-free environment. We are dedicated to fair treatment of all applicants and associates without regard to factors such as race, national origin, sex, age, disability, veteran status, sexual orientation, or gender identity, as protected by law. PIffa6d6d11b56-6442
09/08/2025
Full time
Description: Affinity Management Services is an Association Management Company proudly serving Miami-Dade, Broward, and Palm Beach County for the last 14 years! We have grown over time due to our commitment to creating a first-class living environment for our residents and enriching the quality of life in our communities through our innovative services. As the demand for our services continues to grow, we are looking for individuals to join us on our quest to empower and transform each community we partner with. Position Summary: The Director of Association Support is responsible for overseeing the financial, accounting, and reporting functions within our organization. This position ensures compliance with contractual obligations, Generally Accepted Accounting Principles (GAAP), and Florida statutory requirements. This role will oversee multiple departments, including Accounting, Customer Care, and Property Transitions, ensuring seamless integration and functionality. Key Responsibilities: Staff Leadership and Management: Lead by example, embodying the company's vision, mission, and values. Manage a team of skilled accounting professionals, fostering a focus on operational business partnership and support. Invest in personal career development, including software training and relevant seminars. Build relationships with industry leaders through industry-specific seminars and training to enhance the organization's market presence and departmental efficiency. Support subordinate managers in recognizing core competencies and providing development opportunities. Develop and drive departmental metrics in alignment with the leadership team's objectives. Prioritize meeting and exceeding customer requirements and expectations. Effectively handle conflicts, challenges, delegation, and mentorship. Financial Management: Ensure the timely and accurate delivery of scheduled association financial statements and reporting. Enforce all collection policies, ensuring necessary funding for all properties and accuracy of membership-related data. Oversee the proper filing of association Compilation, Review, or Audits. Streamline invoice processing and cash disbursements to ensure timely vendor payments. Establish and enforce internal controls and segregation of duties to prevent financial risk and fraud. Assess, formulate, and monitor relevant metrics to drive departmental performance. Develop policies, procedures, and systems to enhance department performance and delivery of financial statements and administrative contractual services. Ensure timely and accurate reporting and analysis of departmental trends to support positive business outcomes. Board Relationships and Conflict Resolution: Develop and maintain strong relationships with the board members. Effectively manage and resolve conflicts within the organization and with external stakeholders. Ensure clear and transparent communication with the board and other key stakeholders. Requirements: At least 8+ years of experience managing multiple departments including Accounting, Customer Service CPA in Florida required. Deep understanding of company Operations Bachelor's degree in accounting, business administration, or a related field; Profound understanding of strategy implementation through tactical leadership. Proficiency in collaboration with the Executive Team, Leadership Team, Board Members, and staff. A commitment to creating a collaborative and positive work environment. Strong relationships with team members and key vendors. Strong project management, interpersonal, and leadership skills. Advanced knowledge of MS Office (Excel, Word & Outlook). Willingness to travel to Board Meetings (Tri-County) as required (15% of the time). Familiarity with Tops Software and/or AvidXchange preferred. Success Criteria: A visionary capable of evaluating situations, developing plans, and executing them successfully. Committed to creating efficiencies that support organizational growth. A strategic leader driven by quality and service for the associations we serve. An exceptional communicator who listens, integrates feedback, and shares insights and recommendations. A skilled problem-solver with a talent for developing processes, managing resources, and leading change initiatives. An effective relationship manager, well-versed in Common Interest Realty Associations accounting methodology and Florida statutory laws. Who We Are At Affinity Management Services, we are passionate about community association management. We value knowledge sharing and welcome new team members who enjoy the challenges of community association and property management, including Homeowners Associations, Condominiums, and Apartments. Our Values: We lead with the following values: Relationship Oriented: We exceed expectations and build lasting relationships. Teamwork: We collaborate and take collective ownership of our clients' needs. Professionalism: We hold ourselves to a high standard and have a continued commitment to self-development. Solutions oriented: We anticipate, adapt, and implement the right strategy and process. What We Offer: We invite you to be a member of our team, where you can enjoy a comprehensive benefits package, including: - Fully paid medical insurance for you and your family - Voluntary dental, vision, life insurance, and short-term disability - 401(K) Plan after 90 days of employment Additionally, we provide competitive pay, paid time off, a respectful, caring, and positive working environment. You will have opportunities for growth and promotion within the organization, including specialized training, industry-related organization memberships, and mentoring support to help you achieve your career development aspirations. Note: The company provides a disclaimer that the job post may not be an exhaustive list of all responsibilities and requirements, and the essential functions of the job may change based on business necessity. Affinity Management Services is committed to a non-smoking and drug-free environment. We are dedicated to fair treatment of all applicants and associates without regard to factors such as race, national origin, sex, age, disability, veteran status, sexual orientation, or gender identity, as protected by law. PIffa6d6d11b56-6442
JOB SUMMARY The Dir, PA Market is responsible for Conifer's Patient Access day-to-day operating activities. This role is responsible for meeting all goals set for the operations and has total control of the operations to meet these goals. The Operations leader responsibilities include delivery of Client Service Level Agreements (SLA) Operating goals, set by the Patient Access Process group that drive SLA patient and account cycle time and productivity standards process quality and accuracy adherence to process standards Relative cost management metrics goals expense, cost, and margin control monthly, quarterly, and annual financial goal management ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Others may be assigned. Responsible for directing and executing business processes including monitoring and achieving client Service Level Agreements and all supporting process metrics at each hospital of responsibility. Responsible for the overall cycle time, work product accuracy including quality monitoring metrics, productivity, and associated process metrics. Works daily with his/her direct reports to execute against plans. Supports the establishment of hospital budgets and ensures and manages human resource utilization at all levels. Analyzes monthly P & L's to ensure positive EBIT performance. Ensures regional leadership is aware of any hospital specific initiatives impacting Patient Access. Manages all aspects of change management as it relates to operational processes, driving process metrics, staffing and employee relations, etc. Able to leverage skills to other hospitals outside of his/her direct responsibility as needed to help assess and execute operationally as needed to support peers. Ensures adherence to all standardized processes and is ensures he/she is viewed as an effective support partner to both his/her direct and indirect reports and clients. Work collaboratively within business units to ensure organizational goals are achieved. FINANCIAL RESPONSIBILITY (Specify Revenue/Budget/Expense): Approximately $4-$5 million per market. SUPERVISORY RESPONSIBILITIES This position carries out supervisory responsibilities in accordance with guidelines, policies and procedures and applicable laws. Supervisory responsibilities include interviewing, hiring, and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Direct Reports (titles) Dir, Conifer PA I or II Indirect Reports (titles) Manager, PA I or II KNOWLEDGE, SKILLS, ABILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Strong knowledge and ability to drive operational metrics. Knowledge of detailed Patient Access processes Knowledge of the flow of the revenue cycle Excellent oral and written communication skills Detail oriented, analytical skills, and an ability to work independently PC/Systems literate including the Internet and basic MS office skills Proficiency in prioritizing and managing multiple tasks Operating Discipline and Business Acumen Strong leadership and organizational skills Deal with Ambiguity and make good decisions Assess, coach, train and develop talent Possesses excellent tactical execution skills Possesses the ability to motivate and maintain effective working relationships with staff and all stakeholders. Demonstrates strength in both performance management and leadership development Manage change while minimizing interruption at an operational and service level Advanced writing, verbal and presentation skills Provide advanced customer service Conifer requires its candidates, as applicable and as permitted by law, to obtain and provide confirmation of all required vaccinations and screenings prior to the start of employment. This may include, but is not limited to, the COVID-19 vaccination, influenza vaccination, and/or any future required vaccines and screenings. EDUCATION / EXPERIENCE Include minimum education, technical training, and/or experience required to perform the job. At least 4 years manager/director level experience, including experience managing multi-level positions. At least 1 year director level over multiple facilities/units or equivalent business experience 4 year college degree PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to work in sitting position, use computer and answer telephone Ability to travel Includes ability to walk through hospital-based departments across broad campus settings, including Emergency Department environments WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Office Work Environment Hospital Work Environment OTHER Approximately 40% - 80% travel may be required As a part of the Tenet and Catholic Health Initiatives family, Conifer Health brings 30 years of healthcare industry expertise to clients in more than 135 local regions nationwide. We help our clients strengthen their financial and clinical performance, serve their communities and succeed at the business of healthcare. Conifer Health helps organizations transition from volume to value-based care, enhance the consumer and patient healthcare experience and improve quality, cost and access to healthcare. Are you ready to be part of our solutions? Welcome to the company that gives you the resources and incentives to redefine healthcare services, with a competitive benefits package and leadership to take your career to the next step! Compensation and Benefit Information Compensation Pay: $104,624.00-$156,957.00 annually. Compensation depends on location, qualifications, and experience. Position may be eligible for an Annual Incentive Plan bonus of 10%-25% depending on role level. Management level positions may be eligible for sign-on and relocation bonuses. Benefits Conifer offers the following benefits, subject to employment status: Medical, dental, vision, disability, life, and business travel insurance Manager Time Off - 20 days per year 401k with up to 6% employer match 10 paid holidays per year Health savings accounts, healthcare & dependent flexible spending accounts Employee Assistance program, Employee discount program Voluntary benefits include pet insurance, legal insurance, accident and critical illness insurance, long term care, elder & childcare, AD&D, auto & home insurance. For Colorado employees, Conifer offers paid leave in accordance with Colorado's Healthy Families and Workplaces Act. Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Tenet will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship.
09/08/2025
Full time
JOB SUMMARY The Dir, PA Market is responsible for Conifer's Patient Access day-to-day operating activities. This role is responsible for meeting all goals set for the operations and has total control of the operations to meet these goals. The Operations leader responsibilities include delivery of Client Service Level Agreements (SLA) Operating goals, set by the Patient Access Process group that drive SLA patient and account cycle time and productivity standards process quality and accuracy adherence to process standards Relative cost management metrics goals expense, cost, and margin control monthly, quarterly, and annual financial goal management ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Others may be assigned. Responsible for directing and executing business processes including monitoring and achieving client Service Level Agreements and all supporting process metrics at each hospital of responsibility. Responsible for the overall cycle time, work product accuracy including quality monitoring metrics, productivity, and associated process metrics. Works daily with his/her direct reports to execute against plans. Supports the establishment of hospital budgets and ensures and manages human resource utilization at all levels. Analyzes monthly P & L's to ensure positive EBIT performance. Ensures regional leadership is aware of any hospital specific initiatives impacting Patient Access. Manages all aspects of change management as it relates to operational processes, driving process metrics, staffing and employee relations, etc. Able to leverage skills to other hospitals outside of his/her direct responsibility as needed to help assess and execute operationally as needed to support peers. Ensures adherence to all standardized processes and is ensures he/she is viewed as an effective support partner to both his/her direct and indirect reports and clients. Work collaboratively within business units to ensure organizational goals are achieved. FINANCIAL RESPONSIBILITY (Specify Revenue/Budget/Expense): Approximately $4-$5 million per market. SUPERVISORY RESPONSIBILITIES This position carries out supervisory responsibilities in accordance with guidelines, policies and procedures and applicable laws. Supervisory responsibilities include interviewing, hiring, and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Direct Reports (titles) Dir, Conifer PA I or II Indirect Reports (titles) Manager, PA I or II KNOWLEDGE, SKILLS, ABILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Strong knowledge and ability to drive operational metrics. Knowledge of detailed Patient Access processes Knowledge of the flow of the revenue cycle Excellent oral and written communication skills Detail oriented, analytical skills, and an ability to work independently PC/Systems literate including the Internet and basic MS office skills Proficiency in prioritizing and managing multiple tasks Operating Discipline and Business Acumen Strong leadership and organizational skills Deal with Ambiguity and make good decisions Assess, coach, train and develop talent Possesses excellent tactical execution skills Possesses the ability to motivate and maintain effective working relationships with staff and all stakeholders. Demonstrates strength in both performance management and leadership development Manage change while minimizing interruption at an operational and service level Advanced writing, verbal and presentation skills Provide advanced customer service Conifer requires its candidates, as applicable and as permitted by law, to obtain and provide confirmation of all required vaccinations and screenings prior to the start of employment. This may include, but is not limited to, the COVID-19 vaccination, influenza vaccination, and/or any future required vaccines and screenings. EDUCATION / EXPERIENCE Include minimum education, technical training, and/or experience required to perform the job. At least 4 years manager/director level experience, including experience managing multi-level positions. At least 1 year director level over multiple facilities/units or equivalent business experience 4 year college degree PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to work in sitting position, use computer and answer telephone Ability to travel Includes ability to walk through hospital-based departments across broad campus settings, including Emergency Department environments WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Office Work Environment Hospital Work Environment OTHER Approximately 40% - 80% travel may be required As a part of the Tenet and Catholic Health Initiatives family, Conifer Health brings 30 years of healthcare industry expertise to clients in more than 135 local regions nationwide. We help our clients strengthen their financial and clinical performance, serve their communities and succeed at the business of healthcare. Conifer Health helps organizations transition from volume to value-based care, enhance the consumer and patient healthcare experience and improve quality, cost and access to healthcare. Are you ready to be part of our solutions? Welcome to the company that gives you the resources and incentives to redefine healthcare services, with a competitive benefits package and leadership to take your career to the next step! Compensation and Benefit Information Compensation Pay: $104,624.00-$156,957.00 annually. Compensation depends on location, qualifications, and experience. Position may be eligible for an Annual Incentive Plan bonus of 10%-25% depending on role level. Management level positions may be eligible for sign-on and relocation bonuses. Benefits Conifer offers the following benefits, subject to employment status: Medical, dental, vision, disability, life, and business travel insurance Manager Time Off - 20 days per year 401k with up to 6% employer match 10 paid holidays per year Health savings accounts, healthcare & dependent flexible spending accounts Employee Assistance program, Employee discount program Voluntary benefits include pet insurance, legal insurance, accident and critical illness insurance, long term care, elder & childcare, AD&D, auto & home insurance. For Colorado employees, Conifer offers paid leave in accordance with Colorado's Healthy Families and Workplaces Act. Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Tenet will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship.
Santander Holdings USA Inc
New York City, New York
Senior. Associate, Financial Planning & Analysis - NYC Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Senior Associate, Financial Planning & Analysis is responsible for the creation and ongoing management of FP&A projects, processes, and tools to support the FP&A functionality. S/he coaches, reviews, and delegates work to junior level professionals. • Manages FP&A projects, processes, and tools to support the FP&A functionality. • Creates and/or changes processes that will lead to measurable gains in data quality and processing time. • Assess finance organizational structure and functions, recommends opportunities to optimize and improve the finance functionality within the organization. • Consults on complex business issues and data design considerations to improve accuracy and efficiency in the reporting processes. • Delivers guidance to senior level with regard to design queries and report packages using systems and other appropriate tools; resolve data process issues. • Supports in identifying, interpreting and implementing emerging regulatory requirements relating to capital management, including articulating responses to requests from regulatory bodies in writing. • Ensures consistency between the capital management framework, the risk appetite, tolerance, and strategic planning processes. • With input from key business stakeholders, leads periodic gap assessments of current capital management processes against leading and emerging industry practices and changes in regulatory expectations. • Establishes and implements detailed process documentation and best practices for all data processes and technical solutions. • Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making. • Influences others at an operational level regarding new concepts, practices, and approaches. • Recommends industry and data sources to enhance reporting with benchmarks to support business cases. • Coaches, reviews, and delegates workload to junior level professionals to help execute the financial management function. • Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget. • Manages and is accountable for growth of large accounts. • Represents organization as the primary contact for specific Financial Planning & Analysis projects and initiatives. • Acts as a subject matter expert (SME) while providing leadership, guidance and mentorship to other project managers. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience: Business Administration, Accounting, Economics or equivalent field. - Required. Master's Degree Business Administration, Accounting, Economics, or equivalent field. - Preferred. Work Experience: 9+ Years Accounting/financial analysis and planning experience within the Financial Services/Banking industry - Required. • Excellent verbal and written communication skills. • Excellent leadership skills. • Strong Proficiency in PowerPoint, Excel, Word. • Strong experience in and knowledge of financial planning and analysis. • Ability to multi-task and meet strict deadlines. • Ability to effectively communicate complex financial transactions and strategies. • Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills. • Excellent interpersonal skills with ability to build relationships at all levels of management. • Detail oriented with the ability to research, organize and analyze financial data. • Ability to convey a sense of urgency and drive issues/projects to closure. • Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations. • Ability to prioritize and manage multiple projects simultaneously. • Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding. • Strong financial analysis, modeling, and problem-solving. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $90,000.00 USD Maximum: $160,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Liberty Street Other Locations: New York-New York,New York-New York Organization: Banco Santander S.A.
09/08/2025
Full time
Senior. Associate, Financial Planning & Analysis - NYC Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Senior Associate, Financial Planning & Analysis is responsible for the creation and ongoing management of FP&A projects, processes, and tools to support the FP&A functionality. S/he coaches, reviews, and delegates work to junior level professionals. • Manages FP&A projects, processes, and tools to support the FP&A functionality. • Creates and/or changes processes that will lead to measurable gains in data quality and processing time. • Assess finance organizational structure and functions, recommends opportunities to optimize and improve the finance functionality within the organization. • Consults on complex business issues and data design considerations to improve accuracy and efficiency in the reporting processes. • Delivers guidance to senior level with regard to design queries and report packages using systems and other appropriate tools; resolve data process issues. • Supports in identifying, interpreting and implementing emerging regulatory requirements relating to capital management, including articulating responses to requests from regulatory bodies in writing. • Ensures consistency between the capital management framework, the risk appetite, tolerance, and strategic planning processes. • With input from key business stakeholders, leads periodic gap assessments of current capital management processes against leading and emerging industry practices and changes in regulatory expectations. • Establishes and implements detailed process documentation and best practices for all data processes and technical solutions. • Enhances the financial understanding of business lines, products and segments to aid reporting, forecasting and business decision making. • Influences others at an operational level regarding new concepts, practices, and approaches. • Recommends industry and data sources to enhance reporting with benchmarks to support business cases. • Coaches, reviews, and delegates workload to junior level professionals to help execute the financial management function. • Delivers well-analyzed financial forecasts to support the businesses strategic direction and budget. • Manages and is accountable for growth of large accounts. • Represents organization as the primary contact for specific Financial Planning & Analysis projects and initiatives. • Acts as a subject matter expert (SME) while providing leadership, guidance and mentorship to other project managers. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience: Business Administration, Accounting, Economics or equivalent field. - Required. Master's Degree Business Administration, Accounting, Economics, or equivalent field. - Preferred. Work Experience: 9+ Years Accounting/financial analysis and planning experience within the Financial Services/Banking industry - Required. • Excellent verbal and written communication skills. • Excellent leadership skills. • Strong Proficiency in PowerPoint, Excel, Word. • Strong experience in and knowledge of financial planning and analysis. • Ability to multi-task and meet strict deadlines. • Ability to effectively communicate complex financial transactions and strategies. • Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills. • Excellent interpersonal skills with ability to build relationships at all levels of management. • Detail oriented with the ability to research, organize and analyze financial data. • Ability to convey a sense of urgency and drive issues/projects to closure. • Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations. • Ability to prioritize and manage multiple projects simultaneously. • Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding. • Strong financial analysis, modeling, and problem-solving. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know : The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $90,000.00 USD Maximum: $160,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions : Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required . Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs. Primary Location: New York, NY, Liberty Street Other Locations: New York-New York,New York-New York Organization: Banco Santander S.A.
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 5611 N C Highway 55, Suite 104, Durham, NC This job posting is anticipated to remain open for 30 days, from 03-Sep-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page . You'll be competitively compensated Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we 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 Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.
09/08/2025
Full time
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 5611 N C Highway 55, Suite 104, Durham, NC This job posting is anticipated to remain open for 30 days, from 03-Sep-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page . You'll be competitively compensated Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we 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 Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 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 . Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. 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.
Job Description: This role provides you with the opportunity to join a SaaS/cloud-first, innovative, fast-paced technology team within Asset Management Technology, responsible for Business and System analysis of applications supporting the Hight income and Alternatives technology team. Your focus will be to continuously develop enhance and maintain Sales and Relationship Management functionalities in our CRM Salesforce platform, redefining the sales, servicing & client experience. The Team The High Income and Alternatives Technology team manages and develops technology platform that supports our high yield investment team with over $100B of client assets in US high yield debt, emerging market debt and a growing list of high yield alternative credit products. We are seeking a strategic and technically proficient Salesforce Engineering Director / Team Lead to lead our Salesforce development team. This role is responsible for driving the design, development, and delivery of scalable Salesforce solutions that align with business goals. The ideal candidate combines strong leadership with deep Salesforce expertise, a collaborative mindset, and a passion for continuous improvement. You will be part of a tremendously hardworking and diverse team operating with an agile mentality, culture, and principles to deliver innovative solutions. You will be part of a team that has a passion for technology tempered by a level-headed approach to problem solving and delivering value that moves our business partners forward. Key Responsibilities: Leadership & Strategy- Lead, mentor, and grow a high-performing team of Salesforce engineers and administrators. Define and execute the Salesforce engineering roadmap in alignment with business priorities. Foster a culture of innovation, accountability, and continuous learning. Technical Oversight Architect and oversee the implementation of Salesforce solutions across Sales Cloud, Service Cloud, Experience Cloud, and custom applications. Ensure adherence to Salesforce best practices in development, security, and performance. Collaborate with enterprise architects and integration teams to ensure cohesive system design. Agile & Collaboration Work in an Agile development environment, participating in sprint planning, reviews, and retrospectives. Collaborate cross-functionally with various Product, Engineering, and Customer facing teams to deliver impactful solutions. Contribute to and review user stories, system stories, and supporting documentation. Project & Stakeholder Management Manage project timelines, deliverables, and team capacity. Translate complex business requirements into scalable technical solutions. Communicate effectively with stakeholders at all levels. Data & Process Analysis Perform data analysis using SQL (Oracle) and Excel to support decision-making and solution design. Diagram business processes and system workflows to support solution architecture and stakeholder understanding. Research, document, and review existing systems and recommend enhancements for self-contained projects within larger programs. Governance & Compliance Ensure compliance with data governance, privacy, and security standards. Maintain system documentation and enforce change management protocols. Qualifications: Bachelor's or Master's degree in Computer Science, Engineering, or related field. 8+ years of experience in Salesforce development and architecture. 3+ years in a leadership or management role. Salesforce certifications (e.g., Platform Developer II, Application Architect, System Architect) strongly preferred. Strong analytical skills with the ability to evaluate systems and recommend improvements. Proficiency in writing user and system stories and related documentation. Experience with SQL (Oracle) and Excel for data analysis. Ability to diagram and communicate business processes and system workflows. Certifications: Category: Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
09/08/2025
Full time
Job Description: This role provides you with the opportunity to join a SaaS/cloud-first, innovative, fast-paced technology team within Asset Management Technology, responsible for Business and System analysis of applications supporting the Hight income and Alternatives technology team. Your focus will be to continuously develop enhance and maintain Sales and Relationship Management functionalities in our CRM Salesforce platform, redefining the sales, servicing & client experience. The Team The High Income and Alternatives Technology team manages and develops technology platform that supports our high yield investment team with over $100B of client assets in US high yield debt, emerging market debt and a growing list of high yield alternative credit products. We are seeking a strategic and technically proficient Salesforce Engineering Director / Team Lead to lead our Salesforce development team. This role is responsible for driving the design, development, and delivery of scalable Salesforce solutions that align with business goals. The ideal candidate combines strong leadership with deep Salesforce expertise, a collaborative mindset, and a passion for continuous improvement. You will be part of a tremendously hardworking and diverse team operating with an agile mentality, culture, and principles to deliver innovative solutions. You will be part of a team that has a passion for technology tempered by a level-headed approach to problem solving and delivering value that moves our business partners forward. Key Responsibilities: Leadership & Strategy- Lead, mentor, and grow a high-performing team of Salesforce engineers and administrators. Define and execute the Salesforce engineering roadmap in alignment with business priorities. Foster a culture of innovation, accountability, and continuous learning. Technical Oversight Architect and oversee the implementation of Salesforce solutions across Sales Cloud, Service Cloud, Experience Cloud, and custom applications. Ensure adherence to Salesforce best practices in development, security, and performance. Collaborate with enterprise architects and integration teams to ensure cohesive system design. Agile & Collaboration Work in an Agile development environment, participating in sprint planning, reviews, and retrospectives. Collaborate cross-functionally with various Product, Engineering, and Customer facing teams to deliver impactful solutions. Contribute to and review user stories, system stories, and supporting documentation. Project & Stakeholder Management Manage project timelines, deliverables, and team capacity. Translate complex business requirements into scalable technical solutions. Communicate effectively with stakeholders at all levels. Data & Process Analysis Perform data analysis using SQL (Oracle) and Excel to support decision-making and solution design. Diagram business processes and system workflows to support solution architecture and stakeholder understanding. Research, document, and review existing systems and recommend enhancements for self-contained projects within larger programs. Governance & Compliance Ensure compliance with data governance, privacy, and security standards. Maintain system documentation and enforce change management protocols. Qualifications: Bachelor's or Master's degree in Computer Science, Engineering, or related field. 8+ years of experience in Salesforce development and architecture. 3+ years in a leadership or management role. Salesforce certifications (e.g., Platform Developer II, Application Architect, System Architect) strongly preferred. Strong analytical skills with the ability to evaluate systems and recommend improvements. Proficiency in writing user and system stories and related documentation. Experience with SQL (Oracle) and Excel for data analysis. Ability to diagram and communicate business processes and system workflows. Certifications: Category: Information Technology Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Lion Real Estate Group, LLC
Los Angeles, California
Description: Lion Real Estate Group is seeking a sales and customer service driven Leasing Associate to join the team within our portfolio of owner-operated apartment communities located in Los Angeles, California (Sherman Oaks, Valley Village, and Echo Park) Lion Real Estate Group, established in 2007 by Jeff Weller and Mory Barak, is a US-based investment firm with a niche focus on acquiring B/C multifamily assets in the Sun Belt states. The co-founders have completed $2.5 billion of real estate transactions and have office locations in Dallas, TX (headquarters), Los Angeles, CA and Nashville, TN. The firm currently owns and operates over 6,800units across 29 multifamily properties located in the Los Angeles, Nashville, Dallas, Austin, Houston, Atlanta, and Charlotte markets. Lion Real Estate Group - BENEFITS OFFERED: Medical Insurance (77% of employee/dependent premium paid by Lion) Dental Insurance (99% of employee premium paid by Lion) Vision Insurance (99% of employee premium paid by Lion) Voluntary Plans including Life/AD&D, Accident, Critical Illness, Hospital Indemnity, and Pet Insurance 401(k) Retirement Savings Plan (6% Company Match) Paid Time Off Policies: Vacation Sick Leave Bereavement Leave Holidays (New Years Day, MLK Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Christmas Day) Paid Parental Leave Employee Assistance Program Volunteering Program including VTO Rewards Program (Recruiters/Agencies: Please do not respond to this ad.) Leasing Associate - JOB PURPOSE: Serves as the community's sales representative whose primary duties include greeting clients and presenting all features, amenities, and benefits in a professional manner to properly secure lease agreements from qualified persons. The leasing associate is a highly customer-service oriented position that strives to make current and prospective residents feel welcome and comfortable within the community. Leasing Associate - ESSENTIAL FUNCTIONS: Establishes and maintains the best possible occupancy of the apartment community through leasing and marketing activities. Markets and leases apartments in accordance with Company policies and procedures Shows and demonstrates available apartments, including Open Houses, during business hours and weekends (Saturdays only) Prepares leases for move in and oversees the signing of leases by new residents Assists in completion of monthly administrative tasks and ensures community's documents and files are organized and complete Maintains detailed knowledge of local market conditions and identifies area competitors in order to complete market surveys and stay abreast of market trends Assist supervisor in day-to-day operations at the community Maintains day-to-day communications with Supervisor Reviews move-in, move out, and renewal documents and files for accuracy and compliance with company and government policies and ensures it is entered timely into Yardi Ensures residents files are properly maintained Assists with monitoring resident satisfaction through follow-up calls, emails, or meetings to ensure a positive living experience Helps to ensure the physical well-being and curb appeal of the apartment community. Assists in eliminating lost revenues due to vacancies by executing timely turnover and adhering to traditional and creative marketing protocols to lease apartments Maintains annual fair housing certification (via Gracehill) Maintains regular and consistent attendance according to required work schedule decided by the Company Provides exemplary customer service to residents, prospects, and guests and represents the Company in a professional manner at all times Requirements: Leasing Associate - REQUIRED SKILLS/ABILITIES Excellent verbal and written communication skills. (English) Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Strong sales and negotiating skills Ability to create and maintain strong prospect and resident relationships Team player with ability to work well with others Ability to work independently, prioritize duties, manage time efficiently, and multi-task. Ability to function well in a high-paced and at times stressful environment. Proficient with Microsoft Office Suite or related software Proficient with Yardi or similar property management software Must be available to work on weekends (Saturdays only) Leasing Associate - EDUCATION & EXPERIENCE: High School Diploma or equivalent 1+ year leasing or other sales-related experience 1+ year of experience in multifamily property management highly preferred Must have valid driver's license Compensation details: 22-25 Hourly Wage PIe90728bd58c5-7939
09/08/2025
Full time
Description: Lion Real Estate Group is seeking a sales and customer service driven Leasing Associate to join the team within our portfolio of owner-operated apartment communities located in Los Angeles, California (Sherman Oaks, Valley Village, and Echo Park) Lion Real Estate Group, established in 2007 by Jeff Weller and Mory Barak, is a US-based investment firm with a niche focus on acquiring B/C multifamily assets in the Sun Belt states. The co-founders have completed $2.5 billion of real estate transactions and have office locations in Dallas, TX (headquarters), Los Angeles, CA and Nashville, TN. The firm currently owns and operates over 6,800units across 29 multifamily properties located in the Los Angeles, Nashville, Dallas, Austin, Houston, Atlanta, and Charlotte markets. Lion Real Estate Group - BENEFITS OFFERED: Medical Insurance (77% of employee/dependent premium paid by Lion) Dental Insurance (99% of employee premium paid by Lion) Vision Insurance (99% of employee premium paid by Lion) Voluntary Plans including Life/AD&D, Accident, Critical Illness, Hospital Indemnity, and Pet Insurance 401(k) Retirement Savings Plan (6% Company Match) Paid Time Off Policies: Vacation Sick Leave Bereavement Leave Holidays (New Years Day, MLK Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Christmas Day) Paid Parental Leave Employee Assistance Program Volunteering Program including VTO Rewards Program (Recruiters/Agencies: Please do not respond to this ad.) Leasing Associate - JOB PURPOSE: Serves as the community's sales representative whose primary duties include greeting clients and presenting all features, amenities, and benefits in a professional manner to properly secure lease agreements from qualified persons. The leasing associate is a highly customer-service oriented position that strives to make current and prospective residents feel welcome and comfortable within the community. Leasing Associate - ESSENTIAL FUNCTIONS: Establishes and maintains the best possible occupancy of the apartment community through leasing and marketing activities. Markets and leases apartments in accordance with Company policies and procedures Shows and demonstrates available apartments, including Open Houses, during business hours and weekends (Saturdays only) Prepares leases for move in and oversees the signing of leases by new residents Assists in completion of monthly administrative tasks and ensures community's documents and files are organized and complete Maintains detailed knowledge of local market conditions and identifies area competitors in order to complete market surveys and stay abreast of market trends Assist supervisor in day-to-day operations at the community Maintains day-to-day communications with Supervisor Reviews move-in, move out, and renewal documents and files for accuracy and compliance with company and government policies and ensures it is entered timely into Yardi Ensures residents files are properly maintained Assists with monitoring resident satisfaction through follow-up calls, emails, or meetings to ensure a positive living experience Helps to ensure the physical well-being and curb appeal of the apartment community. Assists in eliminating lost revenues due to vacancies by executing timely turnover and adhering to traditional and creative marketing protocols to lease apartments Maintains annual fair housing certification (via Gracehill) Maintains regular and consistent attendance according to required work schedule decided by the Company Provides exemplary customer service to residents, prospects, and guests and represents the Company in a professional manner at all times Requirements: Leasing Associate - REQUIRED SKILLS/ABILITIES Excellent verbal and written communication skills. (English) Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines. Strong sales and negotiating skills Ability to create and maintain strong prospect and resident relationships Team player with ability to work well with others Ability to work independently, prioritize duties, manage time efficiently, and multi-task. Ability to function well in a high-paced and at times stressful environment. Proficient with Microsoft Office Suite or related software Proficient with Yardi or similar property management software Must be available to work on weekends (Saturdays only) Leasing Associate - EDUCATION & EXPERIENCE: High School Diploma or equivalent 1+ year leasing or other sales-related experience 1+ year of experience in multifamily property management highly preferred Must have valid driver's license Compensation details: 22-25 Hourly Wage PIe90728bd58c5-7939
Job Description: Director Quant Development, Backtesting The Role We are seeking Director Quant Development to join our Quantitative Research & Investments Technology (QRIT) team in Fidelity Asset Management Technology. This role will partner with the quant research and investments teams to design, build, enhance and support a comprehensive portfolio back testing ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers. The Expertise and Skills You Bring Bachelor's degree in a computational field such as Computer Science, Master's degree is preferred Minimum of 7 years of proven professional experience working in financial services (Asset Management experienced preferred) Proven experience engaging with senior internal and external clients and partners Experience with Python and micro-services / RESTful APIs Quantitative Finance knowledge is required: quantitative research techniques and methods, including backtesting, model formation, and the alpha lifecycle Proven ability to design highly scalable and low latency systems Experience working on AWS cloud environment and working knowledge of CI/CD & DevOps Awareness of event-based systems, functional programming, emerging technologies and messaging frameworks such as Kafka and EMS. Strong experience in system architecture, design patterns and software engineering fundamentals such as OOP, functional programming, data modeling. Advanced understanding of data structures Proven ability to capture requirements and formulate plans by partnering with various stakeholders Strong communication, interpersonal and relationship building skills to influence decisions and engage across Fidelity and at all levels of the organization The base salary range for this position is $126,000-$212,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Category: Information Technology
09/08/2025
Full time
Job Description: Director Quant Development, Backtesting The Role We are seeking Director Quant Development to join our Quantitative Research & Investments Technology (QRIT) team in Fidelity Asset Management Technology. This role will partner with the quant research and investments teams to design, build, enhance and support a comprehensive portfolio back testing ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers. The Expertise and Skills You Bring Bachelor's degree in a computational field such as Computer Science, Master's degree is preferred Minimum of 7 years of proven professional experience working in financial services (Asset Management experienced preferred) Proven experience engaging with senior internal and external clients and partners Experience with Python and micro-services / RESTful APIs Quantitative Finance knowledge is required: quantitative research techniques and methods, including backtesting, model formation, and the alpha lifecycle Proven ability to design highly scalable and low latency systems Experience working on AWS cloud environment and working knowledge of CI/CD & DevOps Awareness of event-based systems, functional programming, emerging technologies and messaging frameworks such as Kafka and EMS. Strong experience in system architecture, design patterns and software engineering fundamentals such as OOP, functional programming, data modeling. Advanced understanding of data structures Proven ability to capture requirements and formulate plans by partnering with various stakeholders Strong communication, interpersonal and relationship building skills to influence decisions and engage across Fidelity and at all levels of the organization The base salary range for this position is $126,000-$212,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Category: Information Technology
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Relationship Manager in our Dallas, TX office. The Senior Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates. Responsibilities Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing. Research and respond to routine-to-complex HNW client inquires in a timely fashion. Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements. Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients. Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed. Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures. Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures. Qualifications Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred) CFP or willing to pursue the CFP for completion within 24 months 1-2+ years relevant experience Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team environment Proficiency in Microsoft Office applications is a must Experience using Tamarac is a plus. About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more. For more information, please visit .
09/08/2025
Full time
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Relationship Manager in our Dallas, TX office. The Senior Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates. Responsibilities Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing. Research and respond to routine-to-complex HNW client inquires in a timely fashion. Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements. Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients. Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed. Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures. Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures. Qualifications Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred) CFP or willing to pursue the CFP for completion within 24 months 1-2+ years relevant experience Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team environment Proficiency in Microsoft Office applications is a must Experience using Tamarac is a plus. About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more. For more information, please visit .
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Financial Institution Distribution - Retirement Products (Executive), you'll be responsible for the vision and execution of Life Company's external distribution strategy for retirement products, with a focus on annuities. Has end-to-end responsibility to develop, maintain, and enhance relationships with existing and future institutional distribution partners. Promotes revenue growth through frequent executive-level client interactions focused on solutions regarding USAA member strategy and new product development. Acts as the USAA representative to top-level executive leadership from large and complex Financial Services/Sub-Advisory organizations to build and provide comprehensive relationship management to clients. Engages with industry organizations to establish and maintain USAA's industry presence. Accountable for managing suppliers delivering operational, technology, service, and field sales support to deliver products and services within prescribed business requirements. Partners collaboratively with internal Enterprise partners (e.g., product management, marketing, finance, IT) to coordinate all sales and support services for client accounts. Ensures general management of competing priorities to include member, employee and financial outcomes while balancing continuous improvement and innovation. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC. Relocation assistance is available for this position. What you'll do: Responsible for the vision and strategy for growing USAA Life Company's distribution with external financial intermediaries with the goal of delivering integrated sales and service-related experiences that engage members across all interaction channels. Drives the achievement of USAA's strategic objectives and execution to grow sales and market share on distributor's platforms to include product design to deepen product offerings, optimize member experiences, increase industry market share, and maximize member retention, satisfaction, and P&L. Proactively identifies emerging market trends and leverages insights into actionable business recommendations to Life Company general managers, to include prioritization. Develops and nurtures relationships with external institutional distributors' product gatekeepers, sales force, operations teams, and other key stakeholders. Oversees all required distributor and supplier due diligence, program deployment, and onboarding for new and existing firms. Accountable for the oversight of business requirements and controls over execution between USAA, external technology providers, third-party administrators, service, sales providers, and internal affiliates for existing and new products to include, new business acquisition, field sales and service support, distributor agent training, account servicing processes, commission payment processing, data integrity and delivery. Provides executive oversight of all aspects of program and project management, business case analysis, budgeting, resource requirements, and internal approvals to manage sales and operational controls of strategic accounts to ensure appropriate adherence to risk and compliance. Maintains knowledge of industry trends and each distributor including sales, products, sales penetration, and strategic initiatives, to expand and deepen relationships. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, supplier operational and technology services and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive experience in business development or business relationship management developing strategies, managing major initiatives, and delivering results within a complex matrix environment required. 6 years of people leadership experience in building, managing and/or developing high-performing teams is required. Experience in prospecting and closing institutional distribution relationships, leading the selection and management of sales, marketing, training, licensing, new business, service, money movement technology suppliers to operate the business. Demonstrated ability to lead business relationship management and product development. Prior experience leading a P&L and operating within best interest rule, state insurance regulatory licensing, approval, and regulatory requirements. Demonstrated experience as a cost-conscious innovator who focuses on operational efficiency and an investment-driven approach to drive cost-saving innovations, gaining a competitive edge in the marketplace. Experience collaborating with executive leadership and stakeholders, influencing decisions, and managing work to achieve strategic goals required. Senior executive-level business acumen in the areas of business operations, industry practices and emerging trends required. What sets you apart: Annuity product experience Product Management experience within Retirement Products Executive level experience in the areas of Property and casualty, life insurance or financial services industry CFP certification 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 Range: The salary range for this position is: $195,230 - $351,410. 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. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. 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, visit our benefits page on 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.
09/08/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Financial Institution Distribution - Retirement Products (Executive), you'll be responsible for the vision and execution of Life Company's external distribution strategy for retirement products, with a focus on annuities. Has end-to-end responsibility to develop, maintain, and enhance relationships with existing and future institutional distribution partners. Promotes revenue growth through frequent executive-level client interactions focused on solutions regarding USAA member strategy and new product development. Acts as the USAA representative to top-level executive leadership from large and complex Financial Services/Sub-Advisory organizations to build and provide comprehensive relationship management to clients. Engages with industry organizations to establish and maintain USAA's industry presence. Accountable for managing suppliers delivering operational, technology, service, and field sales support to deliver products and services within prescribed business requirements. Partners collaboratively with internal Enterprise partners (e.g., product management, marketing, finance, IT) to coordinate all sales and support services for client accounts. Ensures general management of competing priorities to include member, employee and financial outcomes while balancing continuous improvement and innovation. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC. Relocation assistance is available for this position. What you'll do: Responsible for the vision and strategy for growing USAA Life Company's distribution with external financial intermediaries with the goal of delivering integrated sales and service-related experiences that engage members across all interaction channels. Drives the achievement of USAA's strategic objectives and execution to grow sales and market share on distributor's platforms to include product design to deepen product offerings, optimize member experiences, increase industry market share, and maximize member retention, satisfaction, and P&L. Proactively identifies emerging market trends and leverages insights into actionable business recommendations to Life Company general managers, to include prioritization. Develops and nurtures relationships with external institutional distributors' product gatekeepers, sales force, operations teams, and other key stakeholders. Oversees all required distributor and supplier due diligence, program deployment, and onboarding for new and existing firms. Accountable for the oversight of business requirements and controls over execution between USAA, external technology providers, third-party administrators, service, sales providers, and internal affiliates for existing and new products to include, new business acquisition, field sales and service support, distributor agent training, account servicing processes, commission payment processing, data integrity and delivery. Provides executive oversight of all aspects of program and project management, business case analysis, budgeting, resource requirements, and internal approvals to manage sales and operational controls of strategic accounts to ensure appropriate adherence to risk and compliance. Maintains knowledge of industry trends and each distributor including sales, products, sales penetration, and strategic initiatives, to expand and deepen relationships. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, supplier operational and technology services and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive experience in business development or business relationship management developing strategies, managing major initiatives, and delivering results within a complex matrix environment required. 6 years of people leadership experience in building, managing and/or developing high-performing teams is required. Experience in prospecting and closing institutional distribution relationships, leading the selection and management of sales, marketing, training, licensing, new business, service, money movement technology suppliers to operate the business. Demonstrated ability to lead business relationship management and product development. Prior experience leading a P&L and operating within best interest rule, state insurance regulatory licensing, approval, and regulatory requirements. Demonstrated experience as a cost-conscious innovator who focuses on operational efficiency and an investment-driven approach to drive cost-saving innovations, gaining a competitive edge in the marketplace. Experience collaborating with executive leadership and stakeholders, influencing decisions, and managing work to achieve strategic goals required. Senior executive-level business acumen in the areas of business operations, industry practices and emerging trends required. What sets you apart: Annuity product experience Product Management experience within Retirement Products Executive level experience in the areas of Property and casualty, life insurance or financial services industry CFP certification 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 Range: The salary range for this position is: $195,230 - $351,410. 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. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. 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. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. 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, visit our benefits page on 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.
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you'll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support. Who You Are: Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00 Southern California $23.70 - $28.00 Colorado $22.60 - $26.70 Hawaii $23.70 - $28.00 Illinois $22.60 - $26.70 Maryland $22.60 - $26.70 Massachusetts $23.70 - $28.00 Minnesota, $20.20 - $23.90 New Jersey $23.70 - $28.00 New York $23.70 - $28.00 Ohio $20.20 - $23.90 Vermont $22.60 - $26.70 Washington $23.70 - $28.00 Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
09/07/2025
Full time
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Associates will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax Live - Seasonal Local Service Associate, you'll receive access to exceptional seasonal company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax Live, ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support. Who You Are: Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Excited to be showcased as a TurboTax Live - Seasonal Local Service Associate in local and national marketing efforts. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $23.70 - $28.00 Southern California $23.70 - $28.00 Colorado $22.60 - $26.70 Hawaii $23.70 - $28.00 Illinois $22.60 - $26.70 Maryland $22.60 - $26.70 Massachusetts $23.70 - $28.00 Minnesota, $20.20 - $23.90 New Jersey $23.70 - $28.00 New York $23.70 - $28.00 Ohio $20.20 - $23.90 Vermont $22.60 - $26.70 Washington $23.70 - $28.00 Washington DC $22.60 - $26.70 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. What you'll bring How you will lead
