Top Job Located in Waltham, MA Salary: $110,000/year Our client, a full-service CPA firm in Waltham, MA , is looking for a Senior Tax Accountant to join their growing team! You will have the opportunity to work closely with partners, clients, and colleagues. This is a Direct Hire position. Perks and Benefits: Hybrid schedule Great Benefits package Fridays OFF in the Summer 401K w/ Employer Match Pay: Starting at $110,000 per year Responsibilities of Senior Tax Accountant: Conducting tax research and analysis to ensure compliance with relevant laws, regulations, and guidelines Providing tax planning and advisory services to clients, including reviewing, and analyzing financial statements, accounting records, and relevant documentation to ensure accurate tax reporting and identifying tax-saving opportunities and strategies Advising clients on tax implications of business transactions, investments, and other financial decisions Conduct tax audits and assist in the preparation of audit responses, supporting schedules, and documentation, as well as tax provision calculations and related disclosures for financial reporting purposes. Develop and maintain strong client relationships, providing exceptional customer service and addressing client concerns or inquiries Qualifications and Experience of Senior Tax Accountant: Bachelor's degree in accounting, finance, or a related field. A master's degree in taxation or a CPA license is preferred Minimum of 3 years of experience in tax accounting within a public accounting firm or a corporate tax department In-depth knowledge of federal, state, and local tax laws, regulations, and reporting requirements Working knowledge of various software programs such as CCH ProSystem fx Tax, CCH ProSystem fx Engagement and QuickBooks Strong analytical and critical thinking skills, with the ability to interpret complex tax regulations and apply them to specific situations Express Office: Waltham-Framingham 326 Washington Street Annex Second Floor Wellesley Hills, MA 02481
02/08/2025
Full time
Top Job Located in Waltham, MA Salary: $110,000/year Our client, a full-service CPA firm in Waltham, MA , is looking for a Senior Tax Accountant to join their growing team! You will have the opportunity to work closely with partners, clients, and colleagues. This is a Direct Hire position. Perks and Benefits: Hybrid schedule Great Benefits package Fridays OFF in the Summer 401K w/ Employer Match Pay: Starting at $110,000 per year Responsibilities of Senior Tax Accountant: Conducting tax research and analysis to ensure compliance with relevant laws, regulations, and guidelines Providing tax planning and advisory services to clients, including reviewing, and analyzing financial statements, accounting records, and relevant documentation to ensure accurate tax reporting and identifying tax-saving opportunities and strategies Advising clients on tax implications of business transactions, investments, and other financial decisions Conduct tax audits and assist in the preparation of audit responses, supporting schedules, and documentation, as well as tax provision calculations and related disclosures for financial reporting purposes. Develop and maintain strong client relationships, providing exceptional customer service and addressing client concerns or inquiries Qualifications and Experience of Senior Tax Accountant: Bachelor's degree in accounting, finance, or a related field. A master's degree in taxation or a CPA license is preferred Minimum of 3 years of experience in tax accounting within a public accounting firm or a corporate tax department In-depth knowledge of federal, state, and local tax laws, regulations, and reporting requirements Working knowledge of various software programs such as CCH ProSystem fx Tax, CCH ProSystem fx Engagement and QuickBooks Strong analytical and critical thinking skills, with the ability to interpret complex tax regulations and apply them to specific situations Express Office: Waltham-Framingham 326 Washington Street Annex Second Floor Wellesley Hills, MA 02481
Starting hiring pay at: $16 Restaurant Crewmembers at Raising Cane's will wear many hats (including a Raising Cane's hat) while working hard and having fun as a critical part of the Restaurant team. We are hiring immediately for Restaurant Crew to work all shifts: opening shifts, closing shifts and everything in between. Whether you have experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive thru cashier or any other restaurant or service-oriented role - we have a position for you. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Restaurant Crewmember on the team. We will make sure you are prepared to grow your Restaurant career with us. Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team! Qualities of awesome Canes Restaurant Crewmembers: Team player Excellent communicator Happy, Courteous and Enthusiastic Hard working and attentive Responsible and dependable Authentic and genuine Takes pride in doing a good job Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection OnePass Gym Membership Program 401(k) With Safe Harbor Employer Match (age 21 & older) Access to financial advisors for budget and retirement planning Crewmember Assistance Program Education assistance Pet Insurance Perks & Rewards for hourly Crew: Paid Time Off Closed for all major holidays Early closure for company events Casual Work Attire Flexible Scheduling Perkspot Employee Discount Program Must satisfy hours requirement per year Locations may vary ESSENTIAL FUNCTIONS OF THE POSITION : The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Lift and carry, push or pull heavy objects up to 50 pounds Kneel, bend, twist or stoop Ascend or descend stairs Reach and grasp objects (including above head and below waistline) Excellent verbal and written communication Ability to show up to scheduled shifts on time Cleaning tables, floors and other areas of the Restaurant Taking orders from Customers and processing payments efficiently Follow proper safety procedures when handling and/or preparing food Ability to multitask ADDITIONAL REQUIREMENTS : Must be 16 years of age or older Provide all Customers with quick and friendly service Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service Work under pressure and at a fast pace Align with Raising Cane's culture by balancing Working Hard and Having Fun Take initiative Comply with Company policies Raising Cane's appreciates & values individuality. EOE
02/08/2025
Full time
Starting hiring pay at: $16 Restaurant Crewmembers at Raising Cane's will wear many hats (including a Raising Cane's hat) while working hard and having fun as a critical part of the Restaurant team. We are hiring immediately for Restaurant Crew to work all shifts: opening shifts, closing shifts and everything in between. Whether you have experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive thru cashier or any other restaurant or service-oriented role - we have a position for you. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Restaurant Crewmember on the team. We will make sure you are prepared to grow your Restaurant career with us. Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team! Qualities of awesome Canes Restaurant Crewmembers: Team player Excellent communicator Happy, Courteous and Enthusiastic Hard working and attentive Responsible and dependable Authentic and genuine Takes pride in doing a good job Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection OnePass Gym Membership Program 401(k) With Safe Harbor Employer Match (age 21 & older) Access to financial advisors for budget and retirement planning Crewmember Assistance Program Education assistance Pet Insurance Perks & Rewards for hourly Crew: Paid Time Off Closed for all major holidays Early closure for company events Casual Work Attire Flexible Scheduling Perkspot Employee Discount Program Must satisfy hours requirement per year Locations may vary ESSENTIAL FUNCTIONS OF THE POSITION : The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Lift and carry, push or pull heavy objects up to 50 pounds Kneel, bend, twist or stoop Ascend or descend stairs Reach and grasp objects (including above head and below waistline) Excellent verbal and written communication Ability to show up to scheduled shifts on time Cleaning tables, floors and other areas of the Restaurant Taking orders from Customers and processing payments efficiently Follow proper safety procedures when handling and/or preparing food Ability to multitask ADDITIONAL REQUIREMENTS : Must be 16 years of age or older Provide all Customers with quick and friendly service Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service Work under pressure and at a fast pace Align with Raising Cane's culture by balancing Working Hard and Having Fun Take initiative Comply with Company policies Raising Cane's appreciates & values individuality. EOE
Job Description: Asset Management Technologies is looking for a Data Engineer Lead, passionate about developing blockchain data solutions to support partners in the financial services industry. This person is responsible for leading a team in blockchain, database and ETL development, testing, and code deployment. An ideal candidate for this role is eager to improve data quality and embodies sound engineering principles ! This position is available in Boston MA, Westlake TX Merrimack NH and Jersey City, New Jersey locations. The Expertise You Have B.S. degree or higher in Computer Science or equivalent experience Substantial knowledge of Blockchain and crypto based analytics ideally gained in a financial services enterprise environment Experience with data analysis and database design 7+ years of recent experience with relational database technology, data Engineering and ETL/ELT skills 7+ years of professional experience with Ethereum, Bitcoin, Solana, or other blockchain platforms. Strong understanding of cryptographic principles and blockchain protocols. Working experience with Linux shell scripts and job scheduling tools like Control-M/Autosys Ability to develop Data APIs to support varied application requirements Experience with AWS services, Snowflake and Python Exposure to GitHub, and Jenkins, is desirable Knowledge of Finance and Investing domains is a plus The Skills You Bring Experience crafting, implementing, and supporting distributed blockchain-based enterprise solutions for the financial/banking/asset management domain with a good understanding of smart contracts for Ethereum based applications/token standard like ERC20, ERC721, and ERC1400. Experience with diverse blockchain and distributed ledger implementations like Corda, Hyper ledger Fabric, Polygon, Solana, Stellar etc. Expertise in SQL, identifying patterns and trends in Blockchain data, recommend and define data requirements, mastery in implementing data quality checks to ensure accuracy and completeness. Experience using data from Blockchain data vendors to generate insights and analytics. Experience working with Agile teams and a detailed understanding of Agile principles. The Value You Deliver Working closely with the analysts/business partners to understand the business problem Designing, developing, and supporting quality solutions that aligns with the technology blueprint and standard methodologies to solve business problems Actively participating in activities like innovation days, code, and design reviews, exploring emerging technologies etc. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
02/08/2025
Full time
Job Description: Asset Management Technologies is looking for a Data Engineer Lead, passionate about developing blockchain data solutions to support partners in the financial services industry. This person is responsible for leading a team in blockchain, database and ETL development, testing, and code deployment. An ideal candidate for this role is eager to improve data quality and embodies sound engineering principles ! This position is available in Boston MA, Westlake TX Merrimack NH and Jersey City, New Jersey locations. The Expertise You Have B.S. degree or higher in Computer Science or equivalent experience Substantial knowledge of Blockchain and crypto based analytics ideally gained in a financial services enterprise environment Experience with data analysis and database design 7+ years of recent experience with relational database technology, data Engineering and ETL/ELT skills 7+ years of professional experience with Ethereum, Bitcoin, Solana, or other blockchain platforms. Strong understanding of cryptographic principles and blockchain protocols. Working experience with Linux shell scripts and job scheduling tools like Control-M/Autosys Ability to develop Data APIs to support varied application requirements Experience with AWS services, Snowflake and Python Exposure to GitHub, and Jenkins, is desirable Knowledge of Finance and Investing domains is a plus The Skills You Bring Experience crafting, implementing, and supporting distributed blockchain-based enterprise solutions for the financial/banking/asset management domain with a good understanding of smart contracts for Ethereum based applications/token standard like ERC20, ERC721, and ERC1400. Experience with diverse blockchain and distributed ledger implementations like Corda, Hyper ledger Fabric, Polygon, Solana, Stellar etc. Expertise in SQL, identifying patterns and trends in Blockchain data, recommend and define data requirements, mastery in implementing data quality checks to ensure accuracy and completeness. Experience using data from Blockchain data vendors to generate insights and analytics. Experience working with Agile teams and a detailed understanding of Agile principles. The Value You Deliver Working closely with the analysts/business partners to understand the business problem Designing, developing, and supporting quality solutions that aligns with the technology blueprint and standard methodologies to solve business problems Actively participating in activities like innovation days, code, and design reviews, exploring emerging technologies etc. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description Job Title: Vice President of Cash Management Department: Wheaton Reports To: Wheaton Market President FLSA Status: Exempt Type of Position: Full-Time Job Summary The Vice President of Cash Management serves as TrustBank's Illinois representative focusing on DuPage County with support for the other Illinois markets where we maintain a physical (bank) presence. The position's primary role is to originate new profitable deposit relationships with commercial businesses and high-net-worth individuals by providing these market segments with competitive TrustBank products and services that meet these customers' ever-changing needs. The position will also receive referrals from lenders and wealth advisors to expand relationships with additional deposit accounts and services. In addition, the Vice President of Cash Management will be expected to develop relationships with centers of influence in their respective communities. The role also requires this person to target community engagement opportunities to grow and enhance brand visibility. Primary Duties and Responsibilities • Acquire, retain and expand new and existing deposit relationships. Develop and maintain strong customer relationships through in-person and remote interactions, identifying financial needs and offering tailored cash management solutions. • Act as the principal relationship manager for new and existing clients while introducing TrustBank partners in implementing our Team approach. • Leads and directs business activities to support the development of commercial banking as it relates to deposit relationships, with emphasis on the total commercial banking relationship. This includes joint calls with lenders or the Market President as needed. • Focus on driving deposit generation through the sale of traditional products and commercial cash management services. • Determine cash management product suitability to best meet the business client's cash flow and analysis needs while balancing the bank's revenue opportunities. • Contribute to the broader success of TrustBank by creating deep, profitable relationships through cross-selling across all lines of business by teaming with the appropriate TrustBank partners. • Assist in the appropriate staffing of the Wheaton Branch as needed. • Take an active, visible role in the DuPage community by participating in local business, civic, and charitable organizations, and over time assuming positions of related volunteer leadership, and managing local donations and sponsorship requests. Additional Duties and Responsibilities • Provide solutions and support by phone, email, and at the client's place of business. • Support training and correspondence related to client's cash management services. • Assist in the development of cash management marketing and training materials. • Collaborate with IT to resolve technical issues and implement system upgrades. • Maintain deep and updated understanding of the banks policies and risk management philosophy and an understanding of applicable regulations and compliance requirements. • Serve on bank committees, including but not limited to Marketing Committee, Deposit Committee, and Wheaton Deposit Pricing Committee. • Collaborate and provide input to Market President and TrustBank's executive team to construct and implement a comprehensive a strategic business development plan to secure relationships and increase customer and portfolio size in the community. • Perform other duties as assigned. Traits/Characteristics of a Successful Vice President • Self-motivated, assertive, perform well in a results-oriented sales environment, interact with customer and team members in a professional and personable manner, and perform well in potentially stressful situations requiring tact, diplomacy, integrity, and confidentiality. • Prior experience in establishing and meeting specific sales goals and objectives. • Strong presentation, planning, organization, time management, and follow-up skills. • Effective problem-solving and decision-making skills. • Excellent probing and listening skills to uncover customer needs. • Excellent interpersonal, verbal and written communication skills. • Presents him/herself in a professional manner. TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Compensation and Benefits Compensation for this position has a base of $100,000 - $125,000 and has a generous quarterly incentive which may increase compensation to a range between $132,600 - $157,600. The position is also eligible for an annual discretionary bonus. TrustBank provides a generous benefits offering and details may be found on our bank's website: Working Conditions and Essential Functions This is a full-time exempt position, working a minimum of 40-hours per week and longer may be warranted to meet the demands of the job or other duties as assigned. Hours will vary depending on the needs of the bank and availability on Saturdays is required. Well-lit office environment and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: February 7, 2025 Education and/or Experience • Minimum five years prior sales or business development experience required. • Cash management / treasury management background is required. • Job experience with extensive customer contact, including building & maintaining customer relationships. • Bachelor's degree in Business or a related field required, MBA or MA/MS a plus. • PC, Internet, and Cash Management systems proficiency. Required Skills and Abilities Ability to read, analyze, and interpret software application updates, technical procedures, and governmental regulations. Ability to write reports, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, employees, customers, regulators, board of directors and the general public. Knowledge of basic accounting concepts and business financial statements. Required to complete all training and annual renewal requirements as required. Ability to complete ongoing regulatory and compliance training. Compensation details: 00 Yearly Salary PI04383ec53c2d-5526
02/08/2025
Full time
Job Description Job Title: Vice President of Cash Management Department: Wheaton Reports To: Wheaton Market President FLSA Status: Exempt Type of Position: Full-Time Job Summary The Vice President of Cash Management serves as TrustBank's Illinois representative focusing on DuPage County with support for the other Illinois markets where we maintain a physical (bank) presence. The position's primary role is to originate new profitable deposit relationships with commercial businesses and high-net-worth individuals by providing these market segments with competitive TrustBank products and services that meet these customers' ever-changing needs. The position will also receive referrals from lenders and wealth advisors to expand relationships with additional deposit accounts and services. In addition, the Vice President of Cash Management will be expected to develop relationships with centers of influence in their respective communities. The role also requires this person to target community engagement opportunities to grow and enhance brand visibility. Primary Duties and Responsibilities • Acquire, retain and expand new and existing deposit relationships. Develop and maintain strong customer relationships through in-person and remote interactions, identifying financial needs and offering tailored cash management solutions. • Act as the principal relationship manager for new and existing clients while introducing TrustBank partners in implementing our Team approach. • Leads and directs business activities to support the development of commercial banking as it relates to deposit relationships, with emphasis on the total commercial banking relationship. This includes joint calls with lenders or the Market President as needed. • Focus on driving deposit generation through the sale of traditional products and commercial cash management services. • Determine cash management product suitability to best meet the business client's cash flow and analysis needs while balancing the bank's revenue opportunities. • Contribute to the broader success of TrustBank by creating deep, profitable relationships through cross-selling across all lines of business by teaming with the appropriate TrustBank partners. • Assist in the appropriate staffing of the Wheaton Branch as needed. • Take an active, visible role in the DuPage community by participating in local business, civic, and charitable organizations, and over time assuming positions of related volunteer leadership, and managing local donations and sponsorship requests. Additional Duties and Responsibilities • Provide solutions and support by phone, email, and at the client's place of business. • Support training and correspondence related to client's cash management services. • Assist in the development of cash management marketing and training materials. • Collaborate with IT to resolve technical issues and implement system upgrades. • Maintain deep and updated understanding of the banks policies and risk management philosophy and an understanding of applicable regulations and compliance requirements. • Serve on bank committees, including but not limited to Marketing Committee, Deposit Committee, and Wheaton Deposit Pricing Committee. • Collaborate and provide input to Market President and TrustBank's executive team to construct and implement a comprehensive a strategic business development plan to secure relationships and increase customer and portfolio size in the community. • Perform other duties as assigned. Traits/Characteristics of a Successful Vice President • Self-motivated, assertive, perform well in a results-oriented sales environment, interact with customer and team members in a professional and personable manner, and perform well in potentially stressful situations requiring tact, diplomacy, integrity, and confidentiality. • Prior experience in establishing and meeting specific sales goals and objectives. • Strong presentation, planning, organization, time management, and follow-up skills. • Effective problem-solving and decision-making skills. • Excellent probing and listening skills to uncover customer needs. • Excellent interpersonal, verbal and written communication skills. • Presents him/herself in a professional manner. TrustBank Core Values Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. Compensation and Benefits Compensation for this position has a base of $100,000 - $125,000 and has a generous quarterly incentive which may increase compensation to a range between $132,600 - $157,600. The position is also eligible for an annual discretionary bonus. TrustBank provides a generous benefits offering and details may be found on our bank's website: Working Conditions and Essential Functions This is a full-time exempt position, working a minimum of 40-hours per week and longer may be warranted to meet the demands of the job or other duties as assigned. Hours will vary depending on the needs of the bank and availability on Saturdays is required. Well-lit office environment and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and or/bus. Disclosures TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: February 7, 2025 Education and/or Experience • Minimum five years prior sales or business development experience required. • Cash management / treasury management background is required. • Job experience with extensive customer contact, including building & maintaining customer relationships. • Bachelor's degree in Business or a related field required, MBA or MA/MS a plus. • PC, Internet, and Cash Management systems proficiency. Required Skills and Abilities Ability to read, analyze, and interpret software application updates, technical procedures, and governmental regulations. Ability to write reports, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, employees, customers, regulators, board of directors and the general public. Knowledge of basic accounting concepts and business financial statements. Required to complete all training and annual renewal requirements as required. Ability to complete ongoing regulatory and compliance training. Compensation details: 00 Yearly Salary PI04383ec53c2d-5526
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time The EJ Agency has built a Business Leadership function, where exceptional client service becomes our standard. We are seeking to build a team of HBR-level marketing strategists with MENSA-level interpersonal intelligence, to propel the agency to even higher regard. We seek an experienced Account Manager who eats, sleeps and breathes our business and helps advance the firm with their brainpower. They will be a highly engaged liaison between the business' rational marketing objectives/messages and the creative translations of those into work that works. The Sr. Business Leader/Account Manager will be responsible for seizing market opportunities, growing the health of our client relationships, and overseeing the efficient and effective development of our projects - and our visions. You will join a high-energy and highly regarded agency, in pursuit of helping make Edward Jones famous. The EJ Agency is an in-house, full-service agency which delivers creative and strategic advertising, marketing communications, event, and content solutions to the firm in support of clients, communities, and colleagues. If you are a proactive, client-focused professional with a passion for creative problem-solving and creative strategy, this is the perfect opportunity to join a new department within a thriving agency. You will be an integral part of contributing to our success and shaping the future of Edward Jones initiatives and campaigns. 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 . Hiring Minimum: $99200 Hiring Maximum: $168900 Read More About Job Overview Skills/Requirements Responsibilities: Account Management: Serve as the primary point of contact for key business area accounts assigned, understanding their objectives and translating them into actionable strategies and agency briefs. Provide consultative, proactive partnership and build trusting relationships between client business partners and EJ Agency team. Provide marketing recommendations and strategies, with supporting rationale. Regularly communicate with business partner accounts to provide updates, gather feedback, and address any concerns. Develop a proficiency in the business areas assigned (products/services, markets/audiences, competitive landscape). Marketing Strategy: Confidently develop, present, and execute marketing strategies in line with business partner client objectives, audience insights, and in consideration of firm priorities, working closely with them to ensure their needs and goals are met. Help connect dots across projects and identify strategic opportunities. Leverage and help the firm and agency build integrated plans across channels when possible. Inter-Agency Collaboration: Represent business partner client needs and goals in the agency workflow, partnering with your Department Leader, Project Managers, Creative, Production, Studio, and other agency stakeholders. Oversee the planning, execution, and delivery of projects and campaigns across various channels to meet project objectives. Agency Reputation Management: Develop a mastery of the capabilities and service offerings of the EJ Agency. Educate business partner clients on the capabilities and service offerings the internal agency provides, building confidence in the team's ability to partner effectively in support of the business. Earn trust delivering today's projects while planning for tomorrows. Edward Jones Brand Stewardship: Deeply understand brand positioning, key messages, brand standards and growth plans of Edward Jones to advocate for stronger, more consistent marketing initiatives and campaigns for the firm. Build relationships with EJ Brand Team to effectively deliver and contribute to firm and brand goals. Budget Management: Monitor campaign /project budgets and resource plans effectively and in collaboration with Project Management, to optimize firm investments to achieve the best results. Quality Assurance: Ensure that all marketing materials and campaigns meet the highest quality standards and are delivered on time. Qualifications: 10+ years of experience in communications, creative, digital, advertising or marketing, with a background in client leadership, at an advertising or marketing agency Bachelor's degree in Marketing, Advertising, Communications, Business, or a related field; Masters Degree or MBA is a plus. Proven track record of developing and implementing successful integrated marketing strategies. Strong emotional intelligence/maturity. Excellent communication, negotiation, and presentation skills (written and verbal). Strong analytical and problem-solving abilities. Intellectually curious. Results-oriented leader who can develop and convey program strategies, and simultaneously deliver solutions through practical, disciplined execution. Ability to work in a fast-paced, dynamic environment, overseeing multiple active projects of varying scopes, concurrently. Experience in Adobe Workfront a plus. Other tools used include: Microsoft Office, Zoom. Client-focused mindset, consultative approach to projects, and strong relationship-building skills are required. Financial services industry and/or other regulated industry experience is preferred. Candidates that live within a commutable distance from our St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday (subject to change, dependent on latest firm direction). 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.
02/08/2025
Full time
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time The EJ Agency has built a Business Leadership function, where exceptional client service becomes our standard. We are seeking to build a team of HBR-level marketing strategists with MENSA-level interpersonal intelligence, to propel the agency to even higher regard. We seek an experienced Account Manager who eats, sleeps and breathes our business and helps advance the firm with their brainpower. They will be a highly engaged liaison between the business' rational marketing objectives/messages and the creative translations of those into work that works. The Sr. Business Leader/Account Manager will be responsible for seizing market opportunities, growing the health of our client relationships, and overseeing the efficient and effective development of our projects - and our visions. You will join a high-energy and highly regarded agency, in pursuit of helping make Edward Jones famous. The EJ Agency is an in-house, full-service agency which delivers creative and strategic advertising, marketing communications, event, and content solutions to the firm in support of clients, communities, and colleagues. If you are a proactive, client-focused professional with a passion for creative problem-solving and creative strategy, this is the perfect opportunity to join a new department within a thriving agency. You will be an integral part of contributing to our success and shaping the future of Edward Jones initiatives and campaigns. 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 . Hiring Minimum: $99200 Hiring Maximum: $168900 Read More About Job Overview Skills/Requirements Responsibilities: Account Management: Serve as the primary point of contact for key business area accounts assigned, understanding their objectives and translating them into actionable strategies and agency briefs. Provide consultative, proactive partnership and build trusting relationships between client business partners and EJ Agency team. Provide marketing recommendations and strategies, with supporting rationale. Regularly communicate with business partner accounts to provide updates, gather feedback, and address any concerns. Develop a proficiency in the business areas assigned (products/services, markets/audiences, competitive landscape). Marketing Strategy: Confidently develop, present, and execute marketing strategies in line with business partner client objectives, audience insights, and in consideration of firm priorities, working closely with them to ensure their needs and goals are met. Help connect dots across projects and identify strategic opportunities. Leverage and help the firm and agency build integrated plans across channels when possible. Inter-Agency Collaboration: Represent business partner client needs and goals in the agency workflow, partnering with your Department Leader, Project Managers, Creative, Production, Studio, and other agency stakeholders. Oversee the planning, execution, and delivery of projects and campaigns across various channels to meet project objectives. Agency Reputation Management: Develop a mastery of the capabilities and service offerings of the EJ Agency. Educate business partner clients on the capabilities and service offerings the internal agency provides, building confidence in the team's ability to partner effectively in support of the business. Earn trust delivering today's projects while planning for tomorrows. Edward Jones Brand Stewardship: Deeply understand brand positioning, key messages, brand standards and growth plans of Edward Jones to advocate for stronger, more consistent marketing initiatives and campaigns for the firm. Build relationships with EJ Brand Team to effectively deliver and contribute to firm and brand goals. Budget Management: Monitor campaign /project budgets and resource plans effectively and in collaboration with Project Management, to optimize firm investments to achieve the best results. Quality Assurance: Ensure that all marketing materials and campaigns meet the highest quality standards and are delivered on time. Qualifications: 10+ years of experience in communications, creative, digital, advertising or marketing, with a background in client leadership, at an advertising or marketing agency Bachelor's degree in Marketing, Advertising, Communications, Business, or a related field; Masters Degree or MBA is a plus. Proven track record of developing and implementing successful integrated marketing strategies. Strong emotional intelligence/maturity. Excellent communication, negotiation, and presentation skills (written and verbal). Strong analytical and problem-solving abilities. Intellectually curious. Results-oriented leader who can develop and convey program strategies, and simultaneously deliver solutions through practical, disciplined execution. Ability to work in a fast-paced, dynamic environment, overseeing multiple active projects of varying scopes, concurrently. Experience in Adobe Workfront a plus. Other tools used include: Microsoft Office, Zoom. Client-focused mindset, consultative approach to projects, and strong relationship-building skills are required. Financial services industry and/or other regulated industry experience is preferred. Candidates that live within a commutable distance from our St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday (subject to change, dependent on latest firm direction). 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.
Top Job Located in Waltham, MA Salary: $110,000/year Our client, a full-service CPA firm in Waltham, MA , is looking for a Senior Tax Accountant to join their growing team! You will have the opportunity to work closely with partners, clients, and colleagues. This is a Direct Hire position. Perks and Benefits: Hybrid schedule Great Benefits package Fridays OFF in the Summer 401K w/ Employer Match Pay: Starting at $110,000 per year Responsibilities of Senior Tax Accountant: Conducting tax research and analysis to ensure compliance with relevant laws, regulations, and guidelines Providing tax planning and advisory services to clients, including reviewing, and analyzing financial statements, accounting records, and relevant documentation to ensure accurate tax reporting and identifying tax-saving opportunities and strategies Advising clients on tax implications of business transactions, investments, and other financial decisions Conduct tax audits and assist in the preparation of audit responses, supporting schedules, and documentation, as well as tax provision calculations and related disclosures for financial reporting purposes. Develop and maintain strong client relationships, providing exceptional customer service and addressing client concerns or inquiries Qualifications and Experience of Senior Tax Accountant: Bachelor's degree in accounting, finance, or a related field. A master's degree in taxation or a CPA license is preferred Minimum of 3 years of experience in tax accounting within a public accounting firm or a corporate tax department In-depth knowledge of federal, state, and local tax laws, regulations, and reporting requirements Working knowledge of various software programs such as CCH ProSystem fx Tax, CCH ProSystem fx Engagement and QuickBooks Strong analytical and critical thinking skills, with the ability to interpret complex tax regulations and apply them to specific situations Express Office: Waltham-Framingham 326 Washington Street Annex Second Floor Wellesley Hills, MA 02481
02/08/2025
Full time
Top Job Located in Waltham, MA Salary: $110,000/year Our client, a full-service CPA firm in Waltham, MA , is looking for a Senior Tax Accountant to join their growing team! You will have the opportunity to work closely with partners, clients, and colleagues. This is a Direct Hire position. Perks and Benefits: Hybrid schedule Great Benefits package Fridays OFF in the Summer 401K w/ Employer Match Pay: Starting at $110,000 per year Responsibilities of Senior Tax Accountant: Conducting tax research and analysis to ensure compliance with relevant laws, regulations, and guidelines Providing tax planning and advisory services to clients, including reviewing, and analyzing financial statements, accounting records, and relevant documentation to ensure accurate tax reporting and identifying tax-saving opportunities and strategies Advising clients on tax implications of business transactions, investments, and other financial decisions Conduct tax audits and assist in the preparation of audit responses, supporting schedules, and documentation, as well as tax provision calculations and related disclosures for financial reporting purposes. Develop and maintain strong client relationships, providing exceptional customer service and addressing client concerns or inquiries Qualifications and Experience of Senior Tax Accountant: Bachelor's degree in accounting, finance, or a related field. A master's degree in taxation or a CPA license is preferred Minimum of 3 years of experience in tax accounting within a public accounting firm or a corporate tax department In-depth knowledge of federal, state, and local tax laws, regulations, and reporting requirements Working knowledge of various software programs such as CCH ProSystem fx Tax, CCH ProSystem fx Engagement and QuickBooks Strong analytical and critical thinking skills, with the ability to interpret complex tax regulations and apply them to specific situations Express Office: Waltham-Framingham 326 Washington Street Annex Second Floor Wellesley Hills, MA 02481
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time Responsibility Summary: Liaison between divisional stakeholders to maintain, enhance or integrate firm systems and data by proactively identifying enterprise technology opportunities or serving on a formal project team in support of new systems and data. Supports multiple highly complex business processes and serves as a functional leader. Create, maintain and review business process models, data flows, prototypes, business requirements, use cases and test cases. Create and execute multiple project plans at the same time of high complexity. Execute and present written and verbal business systems impact analysis resulting in identification of systematic solution with high impact. Generate communication, process and educational plans to mitigate the disruption of change. Understanding of enterprise systems and impacts of change. Responsible for business systems case development and presentation for new systems and data. Assist in enforcement of Business Systems Analyst principles and practices within the team. Mentors less experienced members of the team Create and manage budgets & manage other firm resources including human capital Develop and implement reporting of Key Process Indicators to enable data driven decisions. Manage key ancillary programs with excellence to mitigate firm risk Problem Solving: Diagram highly complex business processes, data flow and architecture for new systems and data. Create highly complex business cases to provide cost effective solutions. Follow highly complex data flow to interpret source of information in support of new systems and data. Proactively drive change to systems based on business system impact analysis. Serve as functional lead in technical implementation of agreed upon solutions. Collaborate with associates and leadership across firm Decision Making: Decisions made based on highly complex business system impact analysis and involve business process or data flow recommendations and may impact firm systems. Business process redesign decisions are generally made in collaboration with divisional stakeholders and have a high risk on Firm performance. Span of Influence: System changes driven from this role generally have a high risk to the firm. While there are no direct people responsibilities, leading others across the firm to accomplish tasks and meet deadlines will be required. This position requires a deep understanding of how enterprise systems interact with one another and impact firm operations and initiatives. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Hiring Minimum: $96471 Hiring Maximum: $164262 Read More About Job Overview Skills/Requirements Qualifications Required in the Job: Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience). CPA/International country equivalent or MBA preferred. 7+ years of relevant work experience. Functional/Technical Qualifications: Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities Advanced analysis skills, forecasting, and complex modeling. Ability to understand and identify opportunities to apply the different types of statistics and advanced analytical concepts. Works effectively both independently and in a team environment. Intermediate to advanced understanding of accounting processes and financial statements required. Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills. Ability to summarize complex financial information and concepts and clearly communicate up to executive management. A proficiency using visualization software (Tableau) is a plus Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting Industry and best practice research skills must Advanced project management skills Problem Solving: Due to high volume, issues typically arise daily with varying degrees of complexity. The Analyst must have Ability to identify the question(s), analyze and recommend solutions to senior & executive Firm leaders for a broad spectrum of business improvement opportunities in a clear and concise manner. The Business Analyst III must have the ability to implement projects of a moderate to high complexity which involve cross-functional teams, and therefore must be able to collaborate well with associates and leadership throughout the firm, including external vendors. Decision Making: Decisions made based on analysis and recommendations provided through this role generally have a moderate to high risk on Firm performance. Decisions are of moderate to high complexity and typically pertain to ad hoc analysis and the generation of strategies and recommendations. Decisions of moderate complexity and moderate impact (e.g. sourcing pricing strategy development, analytical model development, etc.) are made independently; more complex and high-impact decisions generally made in consultation with leader. Span of Influence: The Analyst develops and performs high complexity financial analysis with typically high financial impact. The Analyst works with leaders up to executive management, providing analytical guidance to directly influence strategic business decisions. While there are no direct supervisory responsibilities, mentoring and training other associates on the team as well as associates on project teams from other divisions is expected. To successfully influence decision making, this position requires a deep understanding of how departments/divisions interact with one another and impact firm operations and initiatives. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Read More About Skills/Requirements Awards & Accolades 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work data as of March 2022. Compensation provided for using, not obtaining, the rating. Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work and Fortune magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list. 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating. Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work and Fortune magazine, ranking No. 45. 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating. For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Places to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list. 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality. 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 . click apply for full job details
02/08/2025
Full time
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. Job Overview Position Schedule: Full-Time Responsibility Summary: Liaison between divisional stakeholders to maintain, enhance or integrate firm systems and data by proactively identifying enterprise technology opportunities or serving on a formal project team in support of new systems and data. Supports multiple highly complex business processes and serves as a functional leader. Create, maintain and review business process models, data flows, prototypes, business requirements, use cases and test cases. Create and execute multiple project plans at the same time of high complexity. Execute and present written and verbal business systems impact analysis resulting in identification of systematic solution with high impact. Generate communication, process and educational plans to mitigate the disruption of change. Understanding of enterprise systems and impacts of change. Responsible for business systems case development and presentation for new systems and data. Assist in enforcement of Business Systems Analyst principles and practices within the team. Mentors less experienced members of the team Create and manage budgets & manage other firm resources including human capital Develop and implement reporting of Key Process Indicators to enable data driven decisions. Manage key ancillary programs with excellence to mitigate firm risk Problem Solving: Diagram highly complex business processes, data flow and architecture for new systems and data. Create highly complex business cases to provide cost effective solutions. Follow highly complex data flow to interpret source of information in support of new systems and data. Proactively drive change to systems based on business system impact analysis. Serve as functional lead in technical implementation of agreed upon solutions. Collaborate with associates and leadership across firm Decision Making: Decisions made based on highly complex business system impact analysis and involve business process or data flow recommendations and may impact firm systems. Business process redesign decisions are generally made in collaboration with divisional stakeholders and have a high risk on Firm performance. Span of Influence: System changes driven from this role generally have a high risk to the firm. While there are no direct people responsibilities, leading others across the firm to accomplish tasks and meet deadlines will be required. This position requires a deep understanding of how enterprise systems interact with one another and impact firm operations and initiatives. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Hiring Minimum: $96471 Hiring Maximum: $164262 Read More About Job Overview Skills/Requirements Qualifications Required in the Job: Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience). CPA/International country equivalent or MBA preferred. 7+ years of relevant work experience. Functional/Technical Qualifications: Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities Advanced analysis skills, forecasting, and complex modeling. Ability to understand and identify opportunities to apply the different types of statistics and advanced analytical concepts. Works effectively both independently and in a team environment. Intermediate to advanced understanding of accounting processes and financial statements required. Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills. Ability to summarize complex financial information and concepts and clearly communicate up to executive management. A proficiency using visualization software (Tableau) is a plus Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting Industry and best practice research skills must Advanced project management skills Problem Solving: Due to high volume, issues typically arise daily with varying degrees of complexity. The Analyst must have Ability to identify the question(s), analyze and recommend solutions to senior & executive Firm leaders for a broad spectrum of business improvement opportunities in a clear and concise manner. The Business Analyst III must have the ability to implement projects of a moderate to high complexity which involve cross-functional teams, and therefore must be able to collaborate well with associates and leadership throughout the firm, including external vendors. Decision Making: Decisions made based on analysis and recommendations provided through this role generally have a moderate to high risk on Firm performance. Decisions are of moderate to high complexity and typically pertain to ad hoc analysis and the generation of strategies and recommendations. Decisions of moderate complexity and moderate impact (e.g. sourcing pricing strategy development, analytical model development, etc.) are made independently; more complex and high-impact decisions generally made in consultation with leader. Span of Influence: The Analyst develops and performs high complexity financial analysis with typically high financial impact. The Analyst works with leaders up to executive management, providing analytical guidance to directly influence strategic business decisions. While there are no direct supervisory responsibilities, mentoring and training other associates on the team as well as associates on project teams from other divisions is expected. To successfully influence decision making, this position requires a deep understanding of how departments/divisions interact with one another and impact firm operations and initiatives. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Read More About Skills/Requirements Awards & Accolades 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work data as of March 2022. Compensation provided for using, not obtaining, the rating. Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work and Fortune magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list. 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating. Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work and Fortune magazine, ranking No. 45. 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work , data as of August 2021. Compensation provided for using, not obtaining, the rating. For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Places to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list. 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality. 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 . click apply for full job details
The University of Kansas Health System St. Francis Campus
Topeka, Kansas
Overview Ardent Health is a leading provider of healthcare in communities across the country. With a focus on consumer-friendly processes and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. We are driven by our purpose of caring for people: our patients, our communities and one another. Located in Nashville, Tennessee, Ardent has earned a reputation as one of the industry's strongest and most innovative healthcare systems. Our facilities and clinics are consistently recognized among healthcare's best employers. We recognize each hospital and clinic is as unique as the community it serves. We strive to maintain strong community ties through advisory boards, contributions, charitable care, education and outreach. Ardent includes: 30 hospitals 200+ sites of care 4,323 beds 23,000+ team members 8,168 nurses 1,700+ aligned providers 5.7M annual provider encounters $5.1B in revenues Ardent makes considerable investments in people, technology, facilities, and communities, producing high quality care and extraordinary results. From newly constructed facilities and expanded services, to lifesaving technology and outstanding opportunities for employees, Ardent is committed to providing its hospitals and clinics the tools needed to succeed. We believe it is this mix of corporate support and local autonomy that equips our teams for success. The University of Kansas Health System (UKHS) St. Francis Campus in Topeka, Kansas is a joint venture between The University of Kansas Health System and Nashville-based Ardent Health Services. UKHS St. Francis Campus began serving its community in 1909 as the mission of a group of Catholic nuns who rose up to meet a need. Over a century later, St. Francis consists of a 378-bed acute care regional hospital, an Ambulatory Surgical Center, an Urgent Care Network and 15 outpatient clinics. The hospital offers a comprehensive cardiovascular services program and an accredited Cancer Center. The surgical services program also includes general surgery, orthopedics, neurosurgery, urology, ENT, GYN, plastics, and podiatry. We offer diagnostic services both at the hospital and at an off-campus location. UKHS St. Francis Campus is a Joint Commission certified Advanced Primary Stroke Center and Stroke Rehabilitation Center, an Accredited Chest Pain Center with Primary PCI and Resuscitation, an accredited Comprehensive Community Cancer Program, and a designated Baby-Friendly birth facility. UKHS St. Francis Campus is also a recipient of Get With The Guidelines-Stroke Gold Plus Quality Achievement Award. We have an exciting opportunity to join our leadership team at The University of Kansas Health System (UKHS) St. Francis Campus as a Chief Financial Officer. POSITION SUMMARY The Chief Financial Officer (CFO) is responsible for the overall financial administration for the facility. Additional areas of responsibility may include: general accounting, data processing, materials management, information systems, and financial reporting. This position ensures that the internal controls are adequate to safeguard the assets of each entity and that the accounting systems are sufficient to generate accurate and timely financial reporting. Responsibilities Help create and implement initiatives in order to build and grow the facilities. Help analyze and see ideas from a financial mindset in order to help ensure the success of future endeavors. Consult the Regional CFO and Corporate office personnel concerning the facility's financial affairs, financial goals, and objectives. Develop the operating policies and procedures. Ensure the accurate review of product line analysis, and consult with the facility CEO's and Regional CFO. Prepare financial and management reports and prepare and administer the facility's annual operation and capital budget. Partner with facility CEO's and other executive team members on preparing the annual facility business plan. Plan and coordinate functions and activities of assigned departments. Responsibilities include evaluating performance and initiating or recommending personnel actions and maintaining good employee relations with department staff. Ongoing monitoring of expense structure to identify opportunities for efficiencies and cost reduction. Actively participate in Board of Trustees, Joint Venture Board, Medical Staff and community meetings. Direct preparation of projections to inform facility and Regional leadership of anticipated performance in future periods. Review and maintain a healthy revenue cycle to ensure consistent cash flow. Work with the Region and joint venture partner on managed care negotiations to maximize payer contracts. Qualifications Education & Experience Bachelor's Degree in accounting/finance or related field required; Master's Degree from an accredited college or university in Hospital Administration or Business Administration preferred. Experience as a hospital CFO; Experience in an integrated health delivery system strongly preferred. CPA certification preferred. Knowledge, Skills & Abilities Current knowledge of The Joint Commission, OSHA, state and federal regulatory standards. Excellent leadership and interpersonal skills to effectively communicate ideas, problems, instructions (written and oral) with corporate management staff, facility management staff and employees. Ability to analyze situations, evaluate data, recommend, and implement courses of action that would improve the functioning of the company. Ability to interpret, adapt, and apply guidelines, policies and procedures. Ability to use sound judgment in decision making and react calmly and effectively in an emergency situation. Knowledge of strategic planning and short and long-range goal implementation.
02/08/2025
Full time
Overview Ardent Health is a leading provider of healthcare in communities across the country. With a focus on consumer-friendly processes and investments in innovative services and technologies, Ardent is passionate about making healthcare better and easier to access. We are driven by our purpose of caring for people: our patients, our communities and one another. Located in Nashville, Tennessee, Ardent has earned a reputation as one of the industry's strongest and most innovative healthcare systems. Our facilities and clinics are consistently recognized among healthcare's best employers. We recognize each hospital and clinic is as unique as the community it serves. We strive to maintain strong community ties through advisory boards, contributions, charitable care, education and outreach. Ardent includes: 30 hospitals 200+ sites of care 4,323 beds 23,000+ team members 8,168 nurses 1,700+ aligned providers 5.7M annual provider encounters $5.1B in revenues Ardent makes considerable investments in people, technology, facilities, and communities, producing high quality care and extraordinary results. From newly constructed facilities and expanded services, to lifesaving technology and outstanding opportunities for employees, Ardent is committed to providing its hospitals and clinics the tools needed to succeed. We believe it is this mix of corporate support and local autonomy that equips our teams for success. The University of Kansas Health System (UKHS) St. Francis Campus in Topeka, Kansas is a joint venture between The University of Kansas Health System and Nashville-based Ardent Health Services. UKHS St. Francis Campus began serving its community in 1909 as the mission of a group of Catholic nuns who rose up to meet a need. Over a century later, St. Francis consists of a 378-bed acute care regional hospital, an Ambulatory Surgical Center, an Urgent Care Network and 15 outpatient clinics. The hospital offers a comprehensive cardiovascular services program and an accredited Cancer Center. The surgical services program also includes general surgery, orthopedics, neurosurgery, urology, ENT, GYN, plastics, and podiatry. We offer diagnostic services both at the hospital and at an off-campus location. UKHS St. Francis Campus is a Joint Commission certified Advanced Primary Stroke Center and Stroke Rehabilitation Center, an Accredited Chest Pain Center with Primary PCI and Resuscitation, an accredited Comprehensive Community Cancer Program, and a designated Baby-Friendly birth facility. UKHS St. Francis Campus is also a recipient of Get With The Guidelines-Stroke Gold Plus Quality Achievement Award. We have an exciting opportunity to join our leadership team at The University of Kansas Health System (UKHS) St. Francis Campus as a Chief Financial Officer. POSITION SUMMARY The Chief Financial Officer (CFO) is responsible for the overall financial administration for the facility. Additional areas of responsibility may include: general accounting, data processing, materials management, information systems, and financial reporting. This position ensures that the internal controls are adequate to safeguard the assets of each entity and that the accounting systems are sufficient to generate accurate and timely financial reporting. Responsibilities Help create and implement initiatives in order to build and grow the facilities. Help analyze and see ideas from a financial mindset in order to help ensure the success of future endeavors. Consult the Regional CFO and Corporate office personnel concerning the facility's financial affairs, financial goals, and objectives. Develop the operating policies and procedures. Ensure the accurate review of product line analysis, and consult with the facility CEO's and Regional CFO. Prepare financial and management reports and prepare and administer the facility's annual operation and capital budget. Partner with facility CEO's and other executive team members on preparing the annual facility business plan. Plan and coordinate functions and activities of assigned departments. Responsibilities include evaluating performance and initiating or recommending personnel actions and maintaining good employee relations with department staff. Ongoing monitoring of expense structure to identify opportunities for efficiencies and cost reduction. Actively participate in Board of Trustees, Joint Venture Board, Medical Staff and community meetings. Direct preparation of projections to inform facility and Regional leadership of anticipated performance in future periods. Review and maintain a healthy revenue cycle to ensure consistent cash flow. Work with the Region and joint venture partner on managed care negotiations to maximize payer contracts. Qualifications Education & Experience Bachelor's Degree in accounting/finance or related field required; Master's Degree from an accredited college or university in Hospital Administration or Business Administration preferred. Experience as a hospital CFO; Experience in an integrated health delivery system strongly preferred. CPA certification preferred. Knowledge, Skills & Abilities Current knowledge of The Joint Commission, OSHA, state and federal regulatory standards. Excellent leadership and interpersonal skills to effectively communicate ideas, problems, instructions (written and oral) with corporate management staff, facility management staff and employees. Ability to analyze situations, evaluate data, recommend, and implement courses of action that would improve the functioning of the company. Ability to interpret, adapt, and apply guidelines, policies and procedures. Ability to use sound judgment in decision making and react calmly and effectively in an emergency situation. Knowledge of strategic planning and short and long-range goal implementation.
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 Disputes Specialist, within defined guidelines and framework, you will protect the financial interests of USAA and our members by thoroughly investigating and resolving complex and moderately complex fraud and non-fraud transactional disputes filed by members on their credit cards, debit cards and deposit accounts in compliance with federal and state Laws, Rules, and Regulations (LRRs). You will also attempt to recover funds in accordance with payment association rules (Visa, Amex, NACHA, Zelle, etc.), engage in customer service activities to satisfy member requests and provide dispute resolution outcomes and operate in a highly regulated environment where performance is measured by quality and productivity metrics aligned to business scorecards. This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year. 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, Phoenix, AZ, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Under direct supervision, completes reasonable investigations of moderately complex Fraud and Non-Fraud Credit Card, Debit Card and Deposit transactional disputes while consistently ensuring regulatory compliance. Utilizes developing problem-solving skills and knowledge of Laws, Rules and Regulations (LRRs) and payment association rules (Visa, Amex, NACHA, Zelle, etc.) to research, resolve and recovery funds for disputed activity. Responsible for determining card holder liability based on results of a reasonable investigation. Processes recovery attempts through chargebacks, representments and arbitrations. Processes account credits/debits when necessary, in accordance with regulatory requirements. Documents the results of a reasonable investigation within the appropriate case management system. May contact members for additional information or when requested to assist with completing a reasonable investigation. May work control or exception functions associated with Fraud and Non-Fraud Credit Card, Debit Card and Deposit transactional disputes. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma 1 year of customer contact experience in a financial services organization to include dispute possessing and/or conflict resolution. 1 year of analytical problem-solving experience. Experience working under Federal Banking Regulations to include Regulation E, Regulation Z and/or UDAAP. What sets you apart: 1+ years Bank Disputes or Fraud experience within a financial institution Knowledge of federal laws, rules, and regulations to include: Reg E, Reg Z and NACHA Ability to identify fraud vs non-fraud US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $43,680.00 - $67,840.00 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. 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. 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.
02/08/2025
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 Disputes Specialist, within defined guidelines and framework, you will protect the financial interests of USAA and our members by thoroughly investigating and resolving complex and moderately complex fraud and non-fraud transactional disputes filed by members on their credit cards, debit cards and deposit accounts in compliance with federal and state Laws, Rules, and Regulations (LRRs). You will also attempt to recover funds in accordance with payment association rules (Visa, Amex, NACHA, Zelle, etc.), engage in customer service activities to satisfy member requests and provide dispute resolution outcomes and operate in a highly regulated environment where performance is measured by quality and productivity metrics aligned to business scorecards. This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year. 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, Phoenix, AZ, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Under direct supervision, completes reasonable investigations of moderately complex Fraud and Non-Fraud Credit Card, Debit Card and Deposit transactional disputes while consistently ensuring regulatory compliance. Utilizes developing problem-solving skills and knowledge of Laws, Rules and Regulations (LRRs) and payment association rules (Visa, Amex, NACHA, Zelle, etc.) to research, resolve and recovery funds for disputed activity. Responsible for determining card holder liability based on results of a reasonable investigation. Processes recovery attempts through chargebacks, representments and arbitrations. Processes account credits/debits when necessary, in accordance with regulatory requirements. Documents the results of a reasonable investigation within the appropriate case management system. May contact members for additional information or when requested to assist with completing a reasonable investigation. May work control or exception functions associated with Fraud and Non-Fraud Credit Card, Debit Card and Deposit transactional disputes. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma 1 year of customer contact experience in a financial services organization to include dispute possessing and/or conflict resolution. 1 year of analytical problem-solving experience. Experience working under Federal Banking Regulations to include Regulation E, Regulation Z and/or UDAAP. What sets you apart: 1+ years Bank Disputes or Fraud experience within a financial institution Knowledge of federal laws, rules, and regulations to include: Reg E, Reg Z and NACHA Ability to identify fraud vs non-fraud US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $43,680.00 - $67,840.00 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. 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. 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.
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 Disputes Specialist, within defined guidelines and framework, you will protect the financial interests of USAA and our members by thoroughly investigating and resolving complex and moderately complex fraud and non-fraud transactional disputes filed by members on their credit cards, debit cards and deposit accounts in compliance with federal and state Laws, Rules, and Regulations (LRRs). You will also attempt to recover funds in accordance with payment association rules (Visa, Amex, NACHA, Zelle, etc.), engage in customer service activities to satisfy member requests and provide dispute resolution outcomes and operate in a highly regulated environment where performance is measured by quality and productivity metrics aligned to business scorecards. This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year. 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, Phoenix, AZ, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Under direct supervision, completes reasonable investigations of moderately complex Fraud and Non-Fraud Credit Card, Debit Card and Deposit transactional disputes while consistently ensuring regulatory compliance. Utilizes developing problem-solving skills and knowledge of Laws, Rules and Regulations (LRRs) and payment association rules (Visa, Amex, NACHA, Zelle, etc.) to research, resolve and recovery funds for disputed activity. Responsible for determining card holder liability based on results of a reasonable investigation. Processes recovery attempts through chargebacks, representments and arbitrations. Processes account credits/debits when necessary, in accordance with regulatory requirements. Documents the results of a reasonable investigation within the appropriate case management system. May contact members for additional information or when requested to assist with completing a reasonable investigation. May work control or exception functions associated with Fraud and Non-Fraud Credit Card, Debit Card and Deposit transactional disputes. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma 1 year of customer contact experience in a financial services organization to include dispute possessing and/or conflict resolution. 1 year of analytical problem-solving experience. Experience working under Federal Banking Regulations to include Regulation E, Regulation Z and/or UDAAP. What sets you apart: 1+ years Bank Disputes or Fraud experience within a financial institution Knowledge of federal laws, rules, and regulations to include: Reg E, Reg Z and NACHA Ability to identify fraud vs non-fraud US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $43,680.00 - $67,840.00 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. 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. 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.
02/08/2025
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 Disputes Specialist, within defined guidelines and framework, you will protect the financial interests of USAA and our members by thoroughly investigating and resolving complex and moderately complex fraud and non-fraud transactional disputes filed by members on their credit cards, debit cards and deposit accounts in compliance with federal and state Laws, Rules, and Regulations (LRRs). You will also attempt to recover funds in accordance with payment association rules (Visa, Amex, NACHA, Zelle, etc.), engage in customer service activities to satisfy member requests and provide dispute resolution outcomes and operate in a highly regulated environment where performance is measured by quality and productivity metrics aligned to business scorecards. This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year. 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, Phoenix, AZ, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Under direct supervision, completes reasonable investigations of moderately complex Fraud and Non-Fraud Credit Card, Debit Card and Deposit transactional disputes while consistently ensuring regulatory compliance. Utilizes developing problem-solving skills and knowledge of Laws, Rules and Regulations (LRRs) and payment association rules (Visa, Amex, NACHA, Zelle, etc.) to research, resolve and recovery funds for disputed activity. Responsible for determining card holder liability based on results of a reasonable investigation. Processes recovery attempts through chargebacks, representments and arbitrations. Processes account credits/debits when necessary, in accordance with regulatory requirements. Documents the results of a reasonable investigation within the appropriate case management system. May contact members for additional information or when requested to assist with completing a reasonable investigation. May work control or exception functions associated with Fraud and Non-Fraud Credit Card, Debit Card and Deposit transactional disputes. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma 1 year of customer contact experience in a financial services organization to include dispute possessing and/or conflict resolution. 1 year of analytical problem-solving experience. Experience working under Federal Banking Regulations to include Regulation E, Regulation Z and/or UDAAP. What sets you apart: 1+ years Bank Disputes or Fraud experience within a financial institution Knowledge of federal laws, rules, and regulations to include: Reg E, Reg Z and NACHA Ability to identify fraud vs non-fraud US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $43,680.00 - $67,840.00 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. 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. 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.
Locations: Dallas Chicago Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders-empowering organizations to grow, build sustainable competitive advantage, and drive positive societal impact. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives that question the status quo and spark change. BCG delivers solutions through leading-edge management consulting, technology and design, and corporate and digital ventures. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, fueled by the goal of helping our clients thrive and enabling them to make the world a better place. Practice Area The Corporate Finance & Strategy Practice (CFS) combines rich expertise in corporate strategy concepts with a management methodology designed to create sustainable value-add for BCG clients. Our team provides extensive experience in planning and implementing corporate transactions including merger & acquisition deals and divestitures. We deliver analytic approaches that allow senior management to effectively deal with challenges such as generating growth, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today. Taking swift action in turning around and restructuring a business for long-term survival is also part of our offering. What You'll Do As a Senior Analyst for BCG Vantage within BCG's Corporate Finance & Strategy Practice Area, you will collaborate and partner in a growing global team, providing functional expertise and insights. You will work together with case and proposal teams to provide knowledge assets, analysis and expert advisory. You'll serve as a thought partner and content expert to case teams and topic/sector leaders, helping structure and solve complex issues. Additionally, as an Senior Analyst you will drive the development of intellectual property and knowledge assets to support the Strategy Topic Business, serving as an active contributor to commercialization efforts for the topic, whilst working with business leaders to drive proposals & go-to-market efforts. As an Senior Analyst, you may line manage a team of junior colleagues, taking responsibility for their goal setting, ongoing feedback and career development support. The Corporate Finance & Strategy Practice (CFS) is BCG's largest practice and combines rich expertise in corporate strategy concepts with a management methodology designed to create sustainable value for BCG clients. Our business is composed of three major businesses (Strategy, Corporate Finance and Transaction & Integration). We deliver strategic and analytic approaches that allow senior management to effectively deal with challenges such as generating growth, innovating companies, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today. Effectively carrying out corporate transactions end-to-end, from portfolio decision to operational separation or from identifying an M&A target to integration, is also part of our offering. The candidate will partner with client teams to help our clients in developing corporate strategies, shape business portfolios, and evaluate strategic options, thereby providing robust insights to top global organizations. This position demands a data-driven approach to assessing strategic and financial health of the business, evaluating company performance, benchmarking competition, and conducting comprehensive market assessments to produce thorough strategic plans and recommendations. The candidate must be proficient in various types of analyses at each stage of the strategy cycle and possess advanced analytical skills to interpret complex data and generate actionable, insightful strategies. Additionally, the candidate will work closely with Strategy topic experts and leaders to turn case learnings into products and generate new insights on key topics including Corporate & Portfolio Strategy, Growth Strategy, and Innovation. Key responsibilities include developing and updating knowledge materials, assets, tools, and publications shaped by emerging trends, market feedback, and gaps identified by consulting teams and topic leadership. What You'll Bring 2+ years consulting experience in relevant Corporate & Portfolio Strategy required; candidates with consulting experience preferredIn lieu of consulting experience, 3+ years minimum industry experience required; 4-6 years of industry experience strongly preferredBachelor's Degree required (advanced degree preferred)Expertise in Corporate Strategy Fluency in English; Outstanding interpersonal and communication skills to interact with internal and external stakeholder while working in a global collaborative team environment Who You'll Work With As a Senior Analyst, you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities to the service of our internal and external clients. Our team is made up of a diverse pool of knowledge positions that allow us to pursue exciting, innovative knowledge careers. Additional info Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below.Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In Chicago, the base salary is between $108,800- $117,500 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-16% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period.At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members. That's zero dollars in premiums taken from employee paychecks.All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
02/08/2025
Full time
Locations: Dallas Chicago Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders-empowering organizations to grow, build sustainable competitive advantage, and drive positive societal impact. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives that question the status quo and spark change. BCG delivers solutions through leading-edge management consulting, technology and design, and corporate and digital ventures. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, fueled by the goal of helping our clients thrive and enabling them to make the world a better place. Practice Area The Corporate Finance & Strategy Practice (CFS) combines rich expertise in corporate strategy concepts with a management methodology designed to create sustainable value-add for BCG clients. Our team provides extensive experience in planning and implementing corporate transactions including merger & acquisition deals and divestitures. We deliver analytic approaches that allow senior management to effectively deal with challenges such as generating growth, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today. Taking swift action in turning around and restructuring a business for long-term survival is also part of our offering. What You'll Do As a Senior Analyst for BCG Vantage within BCG's Corporate Finance & Strategy Practice Area, you will collaborate and partner in a growing global team, providing functional expertise and insights. You will work together with case and proposal teams to provide knowledge assets, analysis and expert advisory. You'll serve as a thought partner and content expert to case teams and topic/sector leaders, helping structure and solve complex issues. Additionally, as an Senior Analyst you will drive the development of intellectual property and knowledge assets to support the Strategy Topic Business, serving as an active contributor to commercialization efforts for the topic, whilst working with business leaders to drive proposals & go-to-market efforts. As an Senior Analyst, you may line manage a team of junior colleagues, taking responsibility for their goal setting, ongoing feedback and career development support. The Corporate Finance & Strategy Practice (CFS) is BCG's largest practice and combines rich expertise in corporate strategy concepts with a management methodology designed to create sustainable value for BCG clients. Our business is composed of three major businesses (Strategy, Corporate Finance and Transaction & Integration). We deliver strategic and analytic approaches that allow senior management to effectively deal with challenges such as generating growth, innovating companies, managing a portfolio of assets, forming a world-class finance organization, understanding risk, and responding to the way capital markets assess companies today. Effectively carrying out corporate transactions end-to-end, from portfolio decision to operational separation or from identifying an M&A target to integration, is also part of our offering. The candidate will partner with client teams to help our clients in developing corporate strategies, shape business portfolios, and evaluate strategic options, thereby providing robust insights to top global organizations. This position demands a data-driven approach to assessing strategic and financial health of the business, evaluating company performance, benchmarking competition, and conducting comprehensive market assessments to produce thorough strategic plans and recommendations. The candidate must be proficient in various types of analyses at each stage of the strategy cycle and possess advanced analytical skills to interpret complex data and generate actionable, insightful strategies. Additionally, the candidate will work closely with Strategy topic experts and leaders to turn case learnings into products and generate new insights on key topics including Corporate & Portfolio Strategy, Growth Strategy, and Innovation. Key responsibilities include developing and updating knowledge materials, assets, tools, and publications shaped by emerging trends, market feedback, and gaps identified by consulting teams and topic leadership. What You'll Bring 2+ years consulting experience in relevant Corporate & Portfolio Strategy required; candidates with consulting experience preferredIn lieu of consulting experience, 3+ years minimum industry experience required; 4-6 years of industry experience strongly preferredBachelor's Degree required (advanced degree preferred)Expertise in Corporate Strategy Fluency in English; Outstanding interpersonal and communication skills to interact with internal and external stakeholder while working in a global collaborative team environment Who You'll Work With As a Senior Analyst, you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities to the service of our internal and external clients. Our team is made up of a diverse pool of knowledge positions that allow us to pursue exciting, innovative knowledge careers. Additional info Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below.Some local governments in the United States require job postings to include a reasonable estimate of base compensation. We expect your total annualized compensation to be approximately the following: In Chicago, the base salary is between $108,800- $117,500 (USD); placement within this range will vary based on experience and skill level In other locations, competitive pay is commensurate with the role and geography Annual discretionary performance bonus between 0-16% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period.At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees - and their eligible family members. That's zero dollars in premiums taken from employee paychecks.All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
Job Overview 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 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, 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.
02/08/2025
Full time
Job Overview 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 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, 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.
At Swick Real Estate Group with Downsize Allies, we specialize in helping seniors and their families navigate the complex process of downsizing, moving, and transitioning to their next stage in life. Our innovative programs provide real estate solutions, financial assistance, and concierge services to make the process seamless and stress-free. We are expanding our team and looking for compassionate, driven, and relationship-focused professionals to join us as Downsizing Specialist Advisors (DSA) . This is NOT a traditional real estate sales role-it is a salary-based plus bonus, relationship-driven position where your expertise and ability to build and nurture referral partnerships will drive your success. At plan with bonus' this position is not only fulfilling yet profitable with the ability to earn well over six figures while serving an underserved population. Compensation: $42,000 - $57,000 yearly Responsibilities: Develop social media strategies for Facebook, LinkedIn, and other social networks Appear at in-person or online trainings, meetings, trade shows, and sales events Communicate with sales leadership to reach team goals and improve operations Identify and create high-value business opportunities for our sales team to pursue and close Find new customers using a variety of channels, including in-person meetings, phone calls, texts, and emails Monitor competitors' products or services and create selling strategies Build High-Value Referral Relationships Educate and convert leads through Downsize Allies exclusive programs Guide clients and their families through the sale of their home to receive top value with minimal stress Create customized downsizing solutions through our financing services, contracting services, and moving coordination Convert leads into real estate transactions Conduct consultations, home evaluations, and replacement home options to best serve clients. Hit realistic but aggressive revenue and transaction goals Qualifications: Details and meeting goals motivate you to provide exceptional customer service to your prospects, clients, and team Previous customer service experience is highly desired Experience using CRM software as part of the sales process is preferred Stellar communication, presentation, persuasion, interpersonal, and negotiating skills High school diploma or GED is required, bachelor's degree preferred Previous sales experience with a strong history of meeting and exceeding sales quotas Self-motivated and ability to work independently and as part of a team About Company A well-established real estate name in the area with over 3 decades of experience in helping people buy and sell real estate has launched a new division to the already successful model. The Swick Real Estate Group offers the premier all-inclusive end-to-end customer service experience when a homeowner or their family is looking to downsize to a smaller home or is finalizing an estate. We aim to take the chaos out of downsizing and moving by providing the most comprehensive solutions and resources. We believe in working smart and hard while still having fun, plus building relationships on our core values of Honesty, Integrity, Responsibility, Proactive, Communication, Growth, and Passion. Compensation details: 0 Yearly Salary PIa5f5f5-
02/08/2025
Full time
At Swick Real Estate Group with Downsize Allies, we specialize in helping seniors and their families navigate the complex process of downsizing, moving, and transitioning to their next stage in life. Our innovative programs provide real estate solutions, financial assistance, and concierge services to make the process seamless and stress-free. We are expanding our team and looking for compassionate, driven, and relationship-focused professionals to join us as Downsizing Specialist Advisors (DSA) . This is NOT a traditional real estate sales role-it is a salary-based plus bonus, relationship-driven position where your expertise and ability to build and nurture referral partnerships will drive your success. At plan with bonus' this position is not only fulfilling yet profitable with the ability to earn well over six figures while serving an underserved population. Compensation: $42,000 - $57,000 yearly Responsibilities: Develop social media strategies for Facebook, LinkedIn, and other social networks Appear at in-person or online trainings, meetings, trade shows, and sales events Communicate with sales leadership to reach team goals and improve operations Identify and create high-value business opportunities for our sales team to pursue and close Find new customers using a variety of channels, including in-person meetings, phone calls, texts, and emails Monitor competitors' products or services and create selling strategies Build High-Value Referral Relationships Educate and convert leads through Downsize Allies exclusive programs Guide clients and their families through the sale of their home to receive top value with minimal stress Create customized downsizing solutions through our financing services, contracting services, and moving coordination Convert leads into real estate transactions Conduct consultations, home evaluations, and replacement home options to best serve clients. Hit realistic but aggressive revenue and transaction goals Qualifications: Details and meeting goals motivate you to provide exceptional customer service to your prospects, clients, and team Previous customer service experience is highly desired Experience using CRM software as part of the sales process is preferred Stellar communication, presentation, persuasion, interpersonal, and negotiating skills High school diploma or GED is required, bachelor's degree preferred Previous sales experience with a strong history of meeting and exceeding sales quotas Self-motivated and ability to work independently and as part of a team About Company A well-established real estate name in the area with over 3 decades of experience in helping people buy and sell real estate has launched a new division to the already successful model. The Swick Real Estate Group offers the premier all-inclusive end-to-end customer service experience when a homeowner or their family is looking to downsize to a smaller home or is finalizing an estate. We aim to take the chaos out of downsizing and moving by providing the most comprehensive solutions and resources. We believe in working smart and hard while still having fun, plus building relationships on our core values of Honesty, Integrity, Responsibility, Proactive, Communication, Growth, and Passion. Compensation details: 0 Yearly Salary PIa5f5f5-
Civista Bank Description: Position Purpose: A Regional Manager (RM) has a pivotal role in achieving business results through people by bridging retail strategic objectives to branch behaviors and deliverables. The RM is the primary coach and advisor to the branch manager (BM) to ensure that business processes and an exceptional customer experience are being implemented consistently. As a leader, the RM drives regional and branch performance, sales growth, and customer satisfaction through visible leadership, performance management, key partnerships, and problem resolution. The RM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Create strategic plans aligned with growing shareholder value through market share growth, operation efficiency, and revenue enhancement measured quarterly. Build a strong, successful, diverse, and effective team to deliver an exceptional customer experience. Lead the consultative sales process and enhance operation strength to grow market share and revenue monthly. Foster community involvement through networking, maintaining COI relationships, and developing CRA opportunities; positioning Civista Bank as a trusted financial provider. Dedicate time and energy to ongoing personal and professional growth through active learning via development plans inspected quarterly. Expand consumer and business relationships through partnered visits with branch leadership. Maintain a high level of communication and follow-up with internal and external customers. Regular touch-base with branch leadership to observe, develop and mentor branch teams, and to review branch scorecards, operational reports, and customer service surveys. Support and exemplify an exceptional customer experience within the branches; achieve monthly, quarterly and yearly customer satisfaction metrics. Be a technology leader. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 6 years' experience in retail or in branch banking environment. Proven track record of sales and new business development in conjunction with meeting/exceeding individual and team sales goals. Excellent oral, written and presentation skills Multiple branch management experience required. Bachelor's Degree preferred. High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. Pay Transparency Nondiscrimination Provision: Equal Opportunity Employer EEOC M/F/D/V This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI0a19c57a4f12-8888
02/08/2025
Full time
Civista Bank Description: Position Purpose: A Regional Manager (RM) has a pivotal role in achieving business results through people by bridging retail strategic objectives to branch behaviors and deliverables. The RM is the primary coach and advisor to the branch manager (BM) to ensure that business processes and an exceptional customer experience are being implemented consistently. As a leader, the RM drives regional and branch performance, sales growth, and customer satisfaction through visible leadership, performance management, key partnerships, and problem resolution. The RM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Create strategic plans aligned with growing shareholder value through market share growth, operation efficiency, and revenue enhancement measured quarterly. Build a strong, successful, diverse, and effective team to deliver an exceptional customer experience. Lead the consultative sales process and enhance operation strength to grow market share and revenue monthly. Foster community involvement through networking, maintaining COI relationships, and developing CRA opportunities; positioning Civista Bank as a trusted financial provider. Dedicate time and energy to ongoing personal and professional growth through active learning via development plans inspected quarterly. Expand consumer and business relationships through partnered visits with branch leadership. Maintain a high level of communication and follow-up with internal and external customers. Regular touch-base with branch leadership to observe, develop and mentor branch teams, and to review branch scorecards, operational reports, and customer service surveys. Support and exemplify an exceptional customer experience within the branches; achieve monthly, quarterly and yearly customer satisfaction metrics. Be a technology leader. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 6 years' experience in retail or in branch banking environment. Proven track record of sales and new business development in conjunction with meeting/exceeding individual and team sales goals. Excellent oral, written and presentation skills Multiple branch management experience required. Bachelor's Degree preferred. High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. Pay Transparency Nondiscrimination Provision: Equal Opportunity Employer EEOC M/F/D/V This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI0a19c57a4f12-8888
Vice President, Client Presentation Manager At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We're seeking a future team member for the role of Vice President, Client Presentation Manager to join our Wealth Management Marketing team. This role is located in New York, NY with a hybrid work arrangement. In this role, you'll make an impact in the following ways: Owning the presentation system that we use to introduce, deepen, and propose to prospects and clients - from a content perspective. Working with key client-facing advisors and SMEs to update our presentation approach to sharing a narrative that focuses on the client, their needs and how we will help them. Identifying and enhancing the most meaningful ways to visualize "How we help you" for individual client needs, in partnership with product marketing and our creative team. Tracking presentation development/usage and share "what's working" across client-facing partners and oversee quality control of our internal sales repository (Seismic); identify content that should be retired/refreshed. Acting as a key resource available for our top producers, to assist them individually with key finalist presentations; and then carrying the most effective concepts over to the presentation system to continuously improve it. Co-owning the roadmap for our presentation tool (Seismic) with Marketing Technology and Analytics to constantly improving usability for the front office. Driving a tight process to deliver on time, with flawless execution, tight proofing and strong command of content. To be successful in this role, we're seeking the following: Bachelor's degree and a minimum 7-10 years' marketing or sales experience, preferably in financial services/wealth management environment where you can leverage your knowledge of client needs, the approach for working with clients and solutions. Deep knowledge of the sales process in Wealth Management and the journey from prospect to client, and then from client to advocate. Strong verbal, written and overall communications skills, with a proven ability to turn ideas into engaging PowerPoint presentations, or other media, that support the desired conversation. Self-starter, ability to work independently and lead projects with minimal oversight in a fast-paced environment. Excellent proficiency with Microsoft Word, PowerPoint, Excel and Adobe. Genuine interest in deepening proficiency in driving impact for the wealth management client business. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, Best Places to Work for Disability Inclusion , Disability: IN - 100% score, "Most Just Companies", Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $66,000 and $120,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: .
02/08/2025
Full time
Vice President, Client Presentation Manager At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We're seeking a future team member for the role of Vice President, Client Presentation Manager to join our Wealth Management Marketing team. This role is located in New York, NY with a hybrid work arrangement. In this role, you'll make an impact in the following ways: Owning the presentation system that we use to introduce, deepen, and propose to prospects and clients - from a content perspective. Working with key client-facing advisors and SMEs to update our presentation approach to sharing a narrative that focuses on the client, their needs and how we will help them. Identifying and enhancing the most meaningful ways to visualize "How we help you" for individual client needs, in partnership with product marketing and our creative team. Tracking presentation development/usage and share "what's working" across client-facing partners and oversee quality control of our internal sales repository (Seismic); identify content that should be retired/refreshed. Acting as a key resource available for our top producers, to assist them individually with key finalist presentations; and then carrying the most effective concepts over to the presentation system to continuously improve it. Co-owning the roadmap for our presentation tool (Seismic) with Marketing Technology and Analytics to constantly improving usability for the front office. Driving a tight process to deliver on time, with flawless execution, tight proofing and strong command of content. To be successful in this role, we're seeking the following: Bachelor's degree and a minimum 7-10 years' marketing or sales experience, preferably in financial services/wealth management environment where you can leverage your knowledge of client needs, the approach for working with clients and solutions. Deep knowledge of the sales process in Wealth Management and the journey from prospect to client, and then from client to advocate. Strong verbal, written and overall communications skills, with a proven ability to turn ideas into engaging PowerPoint presentations, or other media, that support the desired conversation. Self-starter, ability to work independently and lead projects with minimal oversight in a fast-paced environment. Excellent proficiency with Microsoft Word, PowerPoint, Excel and Adobe. Genuine interest in deepening proficiency in driving impact for the wealth management client business. At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, Best Places to Work for Disability Inclusion , Disability: IN - 100% score, "Most Just Companies", Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $66,000 and $120,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: .
Starting hiring pay at: $16 As a Cook at Raising Cane's, you will set the pace of the Restaurant by ensuring all of the food we serve meets our high standards. Working in the Kitchen at Raising Cane's is a fun and fast paced environment. Crank up the music and have some fun while you are working hard to prepare the highest quality chicken finger meals for our customers to enjoy. Starting out in the back of the house at Raising Cane's can lead to many promotional opportunities for Cooks to grow their career by moving into advanced roles like Bird Specialist or Certified Trainer. We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat and fast-paced food service environment. We are hiring immediately for Cooks that can work all shifts: opening shifts, closing shifts and everything in between. Whether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Restaurant Cook on the team. We will make sure you are prepared to grow your Restaurant career with us. Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team Qualities of awesome Canes Restaurant Cook: Team player Excellent communicator Happy, Courteous and Enthusiastic Hard working and attentive Responsible and dependable Authentic and genuine Takes pride in doing a good job Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection OnePass Gym Membership Program 401(k) With Safe Harbor Employer Match (age 21 & older) Access to financial advisors for budget and retirement planning Crewmember Assistance Program Education assistance Pet Insurance Perks & Rewards for hourly Crew: Paid Time Off Closed for all major holidays Early closure for company events Casual Work Attire Flexible Scheduling Perkspot Employee Discount Program Must satisfy hours requirement per year Locations may vary ESSENTIAL FUNCTIONS OF THE POSITION : The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Lift and carry, push or pull heavy objects up to 50 pounds Kneel, bend, twist or stoop Ascend or descend stairs Reach and grasp objects (including above head and below waistline) Excellent verbal and written communication Ability to show up to scheduled shifts on time Cleaning tables, floors and other areas of the Restaurant Taking orders from Customers and processing payments efficiently Follow proper safety procedures when handling and/or preparing food Ability to multitask ADDITIONAL REQUIREMENTS : Must be 16 years of age or older Provide all Customers with quick and friendly service Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service Work under pressure and at a fast pace Align with Raising Cane's culture by balancing Working Hard and Having Fun Take initiative Comply with Company policies Raising Cane's appreciates & values individuality. EOE
02/07/2025
Full time
Starting hiring pay at: $16 As a Cook at Raising Cane's, you will set the pace of the Restaurant by ensuring all of the food we serve meets our high standards. Working in the Kitchen at Raising Cane's is a fun and fast paced environment. Crank up the music and have some fun while you are working hard to prepare the highest quality chicken finger meals for our customers to enjoy. Starting out in the back of the house at Raising Cane's can lead to many promotional opportunities for Cooks to grow their career by moving into advanced roles like Bird Specialist or Certified Trainer. We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat and fast-paced food service environment. We are hiring immediately for Cooks that can work all shifts: opening shifts, closing shifts and everything in between. Whether you have previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Restaurant Cook on the team. We will make sure you are prepared to grow your Restaurant career with us. Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team Qualities of awesome Canes Restaurant Cook: Team player Excellent communicator Happy, Courteous and Enthusiastic Hard working and attentive Responsible and dependable Authentic and genuine Takes pride in doing a good job Benefits available for hourly Crew: Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection OnePass Gym Membership Program 401(k) With Safe Harbor Employer Match (age 21 & older) Access to financial advisors for budget and retirement planning Crewmember Assistance Program Education assistance Pet Insurance Perks & Rewards for hourly Crew: Paid Time Off Closed for all major holidays Early closure for company events Casual Work Attire Flexible Scheduling Perkspot Employee Discount Program Must satisfy hours requirement per year Locations may vary ESSENTIAL FUNCTIONS OF THE POSITION : The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Lift and carry, push or pull heavy objects up to 50 pounds Kneel, bend, twist or stoop Ascend or descend stairs Reach and grasp objects (including above head and below waistline) Excellent verbal and written communication Ability to show up to scheduled shifts on time Cleaning tables, floors and other areas of the Restaurant Taking orders from Customers and processing payments efficiently Follow proper safety procedures when handling and/or preparing food Ability to multitask ADDITIONAL REQUIREMENTS : Must be 16 years of age or older Provide all Customers with quick and friendly service Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service Work under pressure and at a fast pace Align with Raising Cane's culture by balancing Working Hard and Having Fun Take initiative Comply with Company policies Raising Cane's appreciates & values individuality. EOE
Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This role will implement the processes outlined below to support a rapidly evolving technology landscape with an increasing use of vendors to achieve Digital, Data, and Operations (DDO) division objectives in line with firm strategic priorities. The team: Serve as the central point of contact for all DDO stakeholder acquisition needs, leading them through cross functional processes and procedures required to fulfill their needs. Lead all DDO efforts for all strategic and major suppliers related to the resource fulfillment lifecycle, global supplier strategy, demand planning, financial modeling, and supplier relationship strategies. What You'll Do Guide DDO stakeholders to outline their requirements, aggregate demand, drive alignment to preferred vendor strategies, follow all governance processes while prioritizing efficiency, economic value, and quality. Lead and implement effective statement of work (SOW) creation, including suggestion of performance metrics and measures that preserve investment value. Orchestrate communications and serve as the central point of contact for stakeholders and vendors related to internal cross functional teams including Sourcing, Legal, HR, Third Party Risk, Compliance, Operations, and other Technology areas. Partner with Supplier Managers to govern vendor relationships, segment suppliers, and develop preferred vendor list. Manage and develop self while internalizing leadership feedback. 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 . 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 . Hiring Minimum: $99200 Hiring Maximum: $168900 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 What Experience You'll Need Bachelor's degree or equivalent experience is required. Strong understanding of negotiating, purchasing, and managing large scale global MSAs and SOWs for Technology and BPO vendors preferred. Experience with demand planning and managing service level metrics preferred. Solid understanding of financial accounting / P&L. Experience working with data and analytics. Up to 10% travel Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. 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.
02/07/2025
Full time
Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. Job Overview Position Schedule: Full-Time This role will implement the processes outlined below to support a rapidly evolving technology landscape with an increasing use of vendors to achieve Digital, Data, and Operations (DDO) division objectives in line with firm strategic priorities. The team: Serve as the central point of contact for all DDO stakeholder acquisition needs, leading them through cross functional processes and procedures required to fulfill their needs. Lead all DDO efforts for all strategic and major suppliers related to the resource fulfillment lifecycle, global supplier strategy, demand planning, financial modeling, and supplier relationship strategies. What You'll Do Guide DDO stakeholders to outline their requirements, aggregate demand, drive alignment to preferred vendor strategies, follow all governance processes while prioritizing efficiency, economic value, and quality. Lead and implement effective statement of work (SOW) creation, including suggestion of performance metrics and measures that preserve investment value. Orchestrate communications and serve as the central point of contact for stakeholders and vendors related to internal cross functional teams including Sourcing, Legal, HR, Third Party Risk, Compliance, Operations, and other Technology areas. Partner with Supplier Managers to govern vendor relationships, segment suppliers, and develop preferred vendor list. Manage and develop self while internalizing leadership feedback. 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 . 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 . Hiring Minimum: $99200 Hiring Maximum: $168900 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 What Experience You'll Need Bachelor's degree or equivalent experience is required. Strong understanding of negotiating, purchasing, and managing large scale global MSAs and SOWs for Technology and BPO vendors preferred. Experience with demand planning and managing service level metrics preferred. Solid understanding of financial accounting / P&L. Experience working with data and analytics. Up to 10% travel Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. 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.
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Khakis optional . Potential starting salary range: $59,059.65 annually ($29.31/hr) - $90,000.00 annually, ($44.67/hr). Because work-life-balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! • Starting salary will be based on skills, background, and experience • Potential yearly incentive pay up to 15% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus based on individual and enterprise performance potentially up to 15% of annual salary. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! Grow Your Skills, Grow Your Potential Responsibilities Join our team as a Property Field Inspection Claim Specialist and showcase your expertise in handling accident and weather-related claims for homeowners, commercial properties, and large losses. We are looking for an experienced and highly skilled professional to contribute to our dynamic team. You will be the first point of contact to meet with our insureds, explain coverage, estimate damages, and help them through the claims process while providing Remarkable service. Key Responsibilities: Conduct on-site inspections and assessments of property damages for both residential and commercial claims Collaborate with policyholders, insurance agents, and other involved parties to gather information and resolve claims efficiently May occasionally require interacting with parties who express strong emotions or concerns about ongoing inspections or claim resolutions Provide exceptional customer service throughout the claims process, addressing inquiries and concerns promptly and professionally Gather necessary evidence, document findings, and prepare detailed reports to support the claims handling process Investigate and adjust both personal and commercial property claims with exposures up to $500,000 Evaluate coverage and policy terms to determine the validity of claims and ensure compliance with local regulations Negotiate and settle claims within the authorized limits, considering policy provisions, industry standards, and company guidelines Where you'll work: This position is located in Eastern Shore, DE and is responsible for serving these zip codes: Zip Codes: Competitive candidates should reside within a commutable distance of this territory. This is a Remote-Field position in which you will work from home and utilize a mobile office/vehicle for in-person appointments. Although the primary work location is in the field, with a commutable distance from home, there will be opportunities for virtual work to be completed at home. Additionally, there may be occasions where you will be required to travel outside your assigned area to assist in other territories. Hours of operation are continually evaluated and may change based on business need. Successful candidates are able and willing to work flexible schedules and may be asked to work overtime and/or irregular hours. Qualifications Competitive candidates must demonstrate: Experience as a Property Field Inspection Claim Specialist in the insurance industry, specifically in property claims Strong knowledge of property insurance policies, coverage and claim handling practices Knowledge of both residential and commercial building construction Familiarity with local regulations and compliance requirements in your assigned territory Excellent communication and interpersonal skills to effectively interact with clients, agents, and other stakeholders Proven effective communication skills to handle difficult/emotional conversations with a customer-minded focus Proven ability to assess damages, estimate repair costs, and negotiate settlements Detail-oriented with strong organizational and analytical skills Proficient in using claims management software and other relevant tools Physical agility to allow for: frequent lifting, carrying and climbing a ladder; ability to navigate roofs at various heights for inspection of both residential and commercial structures; ability to crawl in tight spaces May be required to complete Rope and Harness Safety Training. A valid driver's license is required Preferred: Bachelor's Degree in a related field or equivalent work experience Experience in handling complex or high-value claims Construction background Water mitigation inspection experience Xactimate, XactContents Additional Details: Employees must successfully complete all required training, including applicable licensing exam(s) and background checks required of various state(s). State Farm recently implemented new pre-employment assessments. Candidates that have previously taken an assessment may be asked to participate in additional testing PandoLogic. Category:Insurance,
02/07/2025
Full time
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Khakis optional . Potential starting salary range: $59,059.65 annually ($29.31/hr) - $90,000.00 annually, ($44.67/hr). Because work-life-balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! • Starting salary will be based on skills, background, and experience • Potential yearly incentive pay up to 15% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus based on individual and enterprise performance potentially up to 15% of annual salary. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! Grow Your Skills, Grow Your Potential Responsibilities Join our team as a Property Field Inspection Claim Specialist and showcase your expertise in handling accident and weather-related claims for homeowners, commercial properties, and large losses. We are looking for an experienced and highly skilled professional to contribute to our dynamic team. You will be the first point of contact to meet with our insureds, explain coverage, estimate damages, and help them through the claims process while providing Remarkable service. Key Responsibilities: Conduct on-site inspections and assessments of property damages for both residential and commercial claims Collaborate with policyholders, insurance agents, and other involved parties to gather information and resolve claims efficiently May occasionally require interacting with parties who express strong emotions or concerns about ongoing inspections or claim resolutions Provide exceptional customer service throughout the claims process, addressing inquiries and concerns promptly and professionally Gather necessary evidence, document findings, and prepare detailed reports to support the claims handling process Investigate and adjust both personal and commercial property claims with exposures up to $500,000 Evaluate coverage and policy terms to determine the validity of claims and ensure compliance with local regulations Negotiate and settle claims within the authorized limits, considering policy provisions, industry standards, and company guidelines Where you'll work: This position is located in Eastern Shore, DE and is responsible for serving these zip codes: Zip Codes: Competitive candidates should reside within a commutable distance of this territory. This is a Remote-Field position in which you will work from home and utilize a mobile office/vehicle for in-person appointments. Although the primary work location is in the field, with a commutable distance from home, there will be opportunities for virtual work to be completed at home. Additionally, there may be occasions where you will be required to travel outside your assigned area to assist in other territories. Hours of operation are continually evaluated and may change based on business need. Successful candidates are able and willing to work flexible schedules and may be asked to work overtime and/or irregular hours. Qualifications Competitive candidates must demonstrate: Experience as a Property Field Inspection Claim Specialist in the insurance industry, specifically in property claims Strong knowledge of property insurance policies, coverage and claim handling practices Knowledge of both residential and commercial building construction Familiarity with local regulations and compliance requirements in your assigned territory Excellent communication and interpersonal skills to effectively interact with clients, agents, and other stakeholders Proven effective communication skills to handle difficult/emotional conversations with a customer-minded focus Proven ability to assess damages, estimate repair costs, and negotiate settlements Detail-oriented with strong organizational and analytical skills Proficient in using claims management software and other relevant tools Physical agility to allow for: frequent lifting, carrying and climbing a ladder; ability to navigate roofs at various heights for inspection of both residential and commercial structures; ability to crawl in tight spaces May be required to complete Rope and Harness Safety Training. A valid driver's license is required Preferred: Bachelor's Degree in a related field or equivalent work experience Experience in handling complex or high-value claims Construction background Water mitigation inspection experience Xactimate, XactContents Additional Details: Employees must successfully complete all required training, including applicable licensing exam(s) and background checks required of various state(s). State Farm recently implemented new pre-employment assessments. Candidates that have previously taken an assessment may be asked to participate in additional testing PandoLogic. Category:Insurance,
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Khakis optional . Because work-life-balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $78,081.25 - $99,540.63 annually. Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 18% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! Responsibilities As a leader in the insurance and financial services industry, we hire the best employees to serve our customers. When you join our team, you can feel good knowing you are helping our customers recover from the unexpected. Our Team Managers are committed to leading and developing our employees to ensure they provide the best service for our customers. Responsible for first-line management of assigned Auto Claim personnel, which includes hiring, training, coaching, performance management and salary activities Leads team toward desired department and company goals Responsible for the review and control of the operation's claim activities including investigations, claim payments, and adjustment expense payments Serves as a technical resource in the areas of claims settlement procedures, company claim policies and procedures, insurance contracts and endorsements, automotive repair methods and parts, medical and anatomical terminology, types of personal injury and their prognosis, applicable federal/state laws, and legal requirements Responsible for coordinating, communicating, and implementing new Company programs, policies, practices, and procedures Ensures compliance with company procedures, applicable federal/state laws, and legal requirements Promotes development of employees Seeking competitive candidates to support our Auto Property Segment including opportunities in the Property and Total Loss segments. You may be considered for other segments dependent upon your skills and qualifications. Property is a customer-facing segment handling low complexity, high volume contact center environment with a focus on claim investigations, estimatics/repair processes, and proactive, quality claim handling/resolution Total Loss segment is high volume environment involving vehicle total loss processes with a focus on timely handling with quality from initial assignment to settlement Where You'll Work: This is a hybrid position which allows you to spend some of your time working from home as well as some time working collaboratively in-office. During the job training period you may have a higher percentage of time spent in-office to support your learning experience. Selected candidates must currently reside or self-relocate to the area prior to their start date. Hours of operation are continually evaluated and may change based on business need. Successful candidates are able and willing to work flexible work shifts and may be asked to work overtime and/or irregular hours. Qualifications Bachelor's degree preferred Prior formal or informal leadership experience required; auto claims operations and/or call center experience preferred Effective written and verbal communication skills Demonstrates the following leadership behaviors: Promote and maintain a relentless focus on the customer when making decisions Candidly assess our environment and tackle challenges head-on Inspire and energize people to understand and achieve common goals Employees must successfully complete all required training, including applicable licensing exam(s), MVRs, and background checks required of various state(s). PandoLogic. Category:Insurance,
02/07/2025
Full time
Overview Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a team and do some good! Khakis optional . Because work-life-balance is a priority at State Farm, compensation is based on our standard 38:45-hour work week! Potential starting salary range: $78,081.25 - $99,540.63 annually. Starting salary will be based on skills, background, and experience High end of the range limited to applicants with significant relevant experience Potential yearly incentive pay up to 18% of base salary At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family! Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus. Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring. Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union! Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund. Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary. Visit our State Farm Careers page for more information on our benefits , locations , and the hiring process of joining the State Farm team! Responsibilities As a leader in the insurance and financial services industry, we hire the best employees to serve our customers. When you join our team, you can feel good knowing you are helping our customers recover from the unexpected. Our Team Managers are committed to leading and developing our employees to ensure they provide the best service for our customers. Responsible for first-line management of assigned Auto Claim personnel, which includes hiring, training, coaching, performance management and salary activities Leads team toward desired department and company goals Responsible for the review and control of the operation's claim activities including investigations, claim payments, and adjustment expense payments Serves as a technical resource in the areas of claims settlement procedures, company claim policies and procedures, insurance contracts and endorsements, automotive repair methods and parts, medical and anatomical terminology, types of personal injury and their prognosis, applicable federal/state laws, and legal requirements Responsible for coordinating, communicating, and implementing new Company programs, policies, practices, and procedures Ensures compliance with company procedures, applicable federal/state laws, and legal requirements Promotes development of employees Seeking competitive candidates to support our Auto Property Segment including opportunities in the Property and Total Loss segments. You may be considered for other segments dependent upon your skills and qualifications. Property is a customer-facing segment handling low complexity, high volume contact center environment with a focus on claim investigations, estimatics/repair processes, and proactive, quality claim handling/resolution Total Loss segment is high volume environment involving vehicle total loss processes with a focus on timely handling with quality from initial assignment to settlement Where You'll Work: This is a hybrid position which allows you to spend some of your time working from home as well as some time working collaboratively in-office. During the job training period you may have a higher percentage of time spent in-office to support your learning experience. Selected candidates must currently reside or self-relocate to the area prior to their start date. Hours of operation are continually evaluated and may change based on business need. Successful candidates are able and willing to work flexible work shifts and may be asked to work overtime and/or irregular hours. Qualifications Bachelor's degree preferred Prior formal or informal leadership experience required; auto claims operations and/or call center experience preferred Effective written and verbal communication skills Demonstrates the following leadership behaviors: Promote and maintain a relentless focus on the customer when making decisions Candidly assess our environment and tackle challenges head-on Inspire and energize people to understand and achieve common goals Employees must successfully complete all required training, including applicable licensing exam(s), MVRs, and background checks required of various state(s). PandoLogic. Category:Insurance,
Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing (Director) At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We're seeking a future team member for the role of Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing to join our Client Marketing team. This role is located in New York City (Hybrid). The Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing is a senior leader responsible for positioning the firm as a leader and driving strategic marketing initiatives with financial advisors, RIAs, multi-family offices, warehouses, multinational and regional banks and broker-dealers. The ideal candidate will have a deep understanding of these segments, strong leadership capabilities, and a proven track record in developing and executing targeted marketing strategies that drive growth, client acquisition, and retention. In this role, you'll make an impact in the following ways: Strategic Marketing Leadership Develop and implement a comprehensive marketing strategy for the wealth intermediary, bank and broker-dealer segments, aligning with the firm's overall business goals Collaborate with executive leadership, product, sales, and relationship teams to develop a unified go-to-market approach Client Acquisition & Retention Lead the development of tailored messaging and value propositions that resonate with different constituents within the segment Measure and analyze the effectiveness of marketing campaigns, using data-driven insights to refine strategies and optimize ROI Brand Positioning & Thought Leadership Establish and enhance the firm's brand presence in the wealth intermediary, bank and broker-dealer market, building credibility and awareness, including white papers, webinars, industry reports, and case studies, that position the firm as a thought leader Cultivate relationships with industry organizations, publications, and conferences to showcase the firm's expertise To be successful in this role, we're seeking the following: 15+ years of client marketing Experience with B2B and B2B2C marketing programs Highly analytical mindset and attention to key metrics Ability to run experiments and continuous testing in order to optimize performance Agile approach to growth marketing and the ability to punch through ambiguity Overall track record of professional and academic success Experience in building, leading and motivating teams while collaborating in a matrixed organization At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, Best Places to Work for Disability Inclusion , Disability: IN - 100% score, "Most Just Companies", Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $147,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
02/07/2025
Full time
Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing (Director) At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about. We're seeking a future team member for the role of Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing to join our Client Marketing team. This role is located in New York City (Hybrid). The Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing is a senior leader responsible for positioning the firm as a leader and driving strategic marketing initiatives with financial advisors, RIAs, multi-family offices, warehouses, multinational and regional banks and broker-dealers. The ideal candidate will have a deep understanding of these segments, strong leadership capabilities, and a proven track record in developing and executing targeted marketing strategies that drive growth, client acquisition, and retention. In this role, you'll make an impact in the following ways: Strategic Marketing Leadership Develop and implement a comprehensive marketing strategy for the wealth intermediary, bank and broker-dealer segments, aligning with the firm's overall business goals Collaborate with executive leadership, product, sales, and relationship teams to develop a unified go-to-market approach Client Acquisition & Retention Lead the development of tailored messaging and value propositions that resonate with different constituents within the segment Measure and analyze the effectiveness of marketing campaigns, using data-driven insights to refine strategies and optimize ROI Brand Positioning & Thought Leadership Establish and enhance the firm's brand presence in the wealth intermediary, bank and broker-dealer market, building credibility and awareness, including white papers, webinars, industry reports, and case studies, that position the firm as a thought leader Cultivate relationships with industry organizations, publications, and conferences to showcase the firm's expertise To be successful in this role, we're seeking the following: 15+ years of client marketing Experience with B2B and B2B2C marketing programs Highly analytical mindset and attention to key metrics Ability to run experiments and continuous testing in order to optimize performance Agile approach to growth marketing and the ability to punch through ambiguity Overall track record of professional and academic success Experience in building, leading and motivating teams while collaborating in a matrixed organization At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, Best Places to Work for Disability Inclusion , Disability: IN - 100% score, "Most Just Companies", Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $147,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.