Adviser Investments jobs in Costa Mesa, CA

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? Team-oriented atmosphere that provides opportunities for individual growth Gain experience and further your career by joining a growing organization Position Overview: The Senior Commercial Real Estate Banker - VP/SVP is responsible for managing and growing a portfolio of commercial real estate clients within the Wintrust footprint. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts. What You'll Do: Responsible for developing new prospects, managing and growing a portfolio of existing commercial real estate relationships. Experience in variety of real estate transactions including multifamily, retail, industrial, office, self-storage, land development and commercial construction loans. Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services Participation and knowledge within loan syndications and maintaining those relationships Network with variety of CRE COI's, investors and attorneys to establish a referral base. Prepare, review and present credit memos to senior management while maintaining structures within credit guidelines. Prepare and present deal terms to clients in a timely and accurate manner. Oversee the review and underwriting of credit requests internally while making recommendations for approval to senior management. Provide leadership in the development of less experienced commercial real estate lenders and portfolio managers. Qualifications: Bachelor's degree (Business, Finance, Economics, or Accounting preferred) Solid understanding of general credit and risk principles, and banking policies/procedures; formal credit training is preferred Minimum 7+ years of credit and commercial real estate lending experience combined Exceptional written, verbal, negotiation, and presentation skills Excellent analytical and organization skills with the ability to prioritize workflow Proficient with Microsoft Office, nCino a plus Demonstrate high ethical standards and personal integrity Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated annual salary range for this role is $117,000-$190,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-HYBRID #LI-KP1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (11 years in a row) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture The Senior Commercial Real Estate Banker is responsible for managing and growing a portfolio of commercial real estate clients within the Wintrust footprint. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts. The position can work out of Vernon Hills, Lake Forest or Crystal Lake, IL. What You'll Do: Responsible for developing new prospects, managing and growing a portfolio of existing commercial real estate relationships. Experience in variety of real estate transactions including multifamily, retail, industrial, office, self-storage, land development and commercial construction loans. Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services Participation and knowledge within loan syndications and maintaining those relationships Network with variety of CRE COI's, investors and attorneys to establish a referral base. Prepare, review and present credit memos to senior management while maintaining structures within credit guidelines. Prepare and present deal terms to clients in a timely and accurate manner. Oversee the review and underwriting of credit requests internally while making recommendations for approval to senior management. Provide leadership in the development of less experienced commercial real estate lenders and portfolio managers. Qualifications: Bachelor's degree in business, finance, economics, accounting or equivalent direct banking experience. Minimum 7+ years of credit and commercial real estate lending experience combined Solid understanding of general credit and risk principles, and banking policies/procedures; formal credit training is preferred Exceptional written, verbal, negotiation, and presentation skills Excellent analytical and organization skills with the ability to prioritize workflow Proficient with Microsoft Office Demonstrate high ethical standards and personal integrity Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated annual salary range for this role is $117,000-$158,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE #LI-KP1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

At Fidelity Brokerage, we are seeking an accomplished Cybersecurity Solutions Architect to support the Brokerage Solution Architecture team in defining secure, end-to-end technology strategy for the retail brokerage customer experience. In this role, you will lead efforts to continuously improve the cybersecurity posture and practices within the Brokerage technology Architecture and Engineering organizations in collaboration with Enterprise cybersecurity efforts. The Expertise You Have An ideal candidate will have a solid cybersecurity background and proven experience building secure, scalable systems within FinTech. The ideal candidate will also have an effective combination of interpersonal and technical skills enabling them to work effectively within large organizations, building relationships and collaborating with architecture, product owners, engineering, QA, and customers to bring new experiences and capabilities to market. The Skills You Bring 7+ years of experience in cybersecurity engineering, developing cybersecurity programs, policies, and guidelines, and implementing mitigating controls within large-scale infrastructure portfolios Proficient in Cloud Architectures, services, and patterns 7+ years of experience in software engineering delivering web and/or desktop applications Experience with DevSecOps and authoring CI/CD automation Deep understanding of well-architected framework implementation: Operational Excellence, Security, Reliability, Performance Efficiency, and Cost optimization Proven leadership in Zero Trust architecture for hybrid and multi-cloud environments Familiarity with secrets management and certificate lifecycle automation Relevant certifications - CISSP, CCSP, ITIL, or equivalent Solid understanding of cryptography controls and enterprise PKI operations Practical use of Infrastructure as Code for secure repeatable builds The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology

Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility What You'll Do Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and InfoLease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio. Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring. Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS) Responsible for ordering Uniform Commercial Code “UCC” searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio. Assist with maintaining insurance coverage for portfolio and tracking renewals. Assist with maintenance of loan and lease documentation and scanning of documents into records management systems. Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors. Ensure compliance with departmental policies and procedures. Qualifications 5+ years knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years) Processing loan or leasing documentation experience required. Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred Excellent customer service skills and the ability to interact with customers, lessor's, vendors, and all levels of management Ability to handle multiple tasks and accept change willingly Attention to detail with a strong work ethic and willing to take initiative. Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers Proficient with MS Excel as well as experience with other MS Office products. Bachelor's degree or some college preferred Experience with Salesforce and loan/lease origination platforms a plus Knowledge of portfolio accounting systems such as InfoLease, FIS or ACBS a plus Knowledge of loan and lease pricing software such as TValue and SuperTrump a plus Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience #LI-HYBRID From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: The Revenue Manager is responsible for identifying and maximizing all potential revenue opportunities for the hotel. In today's lodging environment, understanding channel and yield management is critical for maximizing revenues. The Revenue Manager is responsible for formulating long and short-term Revenue Management strategies and for overseeing their successful execution towards the advancement of RevPAR market share. This includes the analysis of revenue potential generated by the transient and group market segments as well as the market segmentation within transient and group. One will combine this with catering and space utilization as well as other revenue considerations (i.e.: golf, spa, etc.) in order to determine the appropriate mix of business to achieve revenue potentials every day of every year. Responsibilities: Establish hotel pricing levels in all segments. Responsible for the daily room inventory management process and daily pricing process. Monitor competitor rates, positioning, strategies and data; maintain understanding of the dynamics of the local market and demand generators and present appropriate action plans to management. Monitor and communicate fluctuations in occupancy to operational departments so they can effectively manage staffing requirements and increase efficiency. Analyze local events and activities and project the effect of opportunities they create. Understand the macro and micro-economic variables affecting supply and demand in the local marketplace, and use this knowledge to create accurate operational and financial room revenue forecasts. Perform unconstrained demand analysis to determine optimal business mix. Responsible for all short and long term forecasts including Weekly Forecasts, 30 60 90 Forecasts, In the month forecasts, and Full year forecasts. Oversee process for evaluating all opportunities for contracted business (group, wholesale, corporate negotiated, etc.) presented through the Sales department. Ensure that process enables high speed of response while maximizing profits. Responsible for the maintenance of any software programs which contribute to the management of rooms revenue, including the CRS, RMS, PMS and Sales & Catering system. Monitor RevPAR index on STR report and provide critical analysis of performance on weekly and monthly basis. Prepare annual Rooms revenue budget. Chair weekly Revenue Strategy meetings in order to formulate and disseminate strategies and tactics. Ensure that prior decisions are re-visited in this forum in order to evaluate their effectiveness and promote learning. Prepare and present quarterly presentations to ownership. Ensure all distribution channels have correct content and pricing. Develop and maintain a close relationship with the market manager of Third Party Intermediaries to maximize the opportunities with these channels. Develop and maintain relationships with other market revenue managers and Directors of Revenue to create a network of peers in your community Coordinate survey activities involving marketing and service opportunities to further enhance revenue potential. Actively develop all subordinates, ensuring that they have opportunities to grow their Revenue Management and leadership skill base through personal attention, internal/external training and participation in industry events. Responsible for Internet Marketing such as pay per click campaigns, e-mail blasts, GDS advertising, etc. Establish and communicate sales strategy for day, week, month and rolling 12 months. Communicate any strategy changes or update any calendars for the sales team to use. Analyze prior night successes: Did the hotel sell out? Were the right decisions made for overselling? Address the opportunities in Highgate Hotel Business Review (HHBR) morning meeting. Place test calls to Central Reservation Office (CRO) and property to ensure accuracy of rate quoting, restrictions and selling approach. Manage and communicate group cut off dates. Run a group rooms control log (GRC) as well as pick up report from Property Management System (PMS) for 90 days. Verify pick up to actual block, cut off date, and whether or not you should extend, etc. Update the Daily Market Segment Analysis (DMSA). Ensure accuracy from the daily Flash Report. Review actual performance versus Potential performance. Complete all required month end reports with detailed analysis. If necessary, complete action plans for the property to follow to create additional production/revenue. Review Hotelligence reports for trends, booking windows and sources of business as well as rates compared to competition. Qualifications: At least 2 years experience in the Revenue Management field as manager or senior analyst Bachelor's degree or equivalent in Hotel or Hospitality Management or closely related field In-Depth knowledge of all industry reports such as STR, Hotelligence, Market Vision, etc. Proficient in Microsoft Excel, Word, Power Point Opera/Synxis systems- ideal Ability to work quickly in a high-pressure & high stress environment Ability to communicate clearly both verbally and in writing Excellent time management skills Exceptional with details and follow up Flexible and long hours sometimes required. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which include wearing nametags. Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. Must be able to maintain confidentiality of information. Perform other duties as requested by management

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 5201 California Ave Ste 340, Bakersfield, CA This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $33.73 Hiring Maximum: $35.84 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 Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are 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 500¹ 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. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job Title: Executive Assistant Department: Executive Department Department Location: Littleton, MA Reports to: Chief of Staff Career Stream: Individual Contributor Classification: Hybrid FUNCTION: The Executive Assistant (EA) provides high-level administrative and operational support to the Chief of Staff, the broader C-suite, and other senior leaders ensuring seamless communication, operational efficiency, and proactive support across the executive leadership team. This dynamic role requires a proactive, detail-oriented individual with exceptional organizational, problem-solving, and communication skills. The EA will manage complex calendars, coordinate meetings and travel, support board-related activities, and contribute to the planning of small-scale events. As a strategic and trusted partner, the EA must anticipate needs, think critically, and operate with a high level of professionalism, discretion, and confidentiality in a fast-paced, high-impact environment. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: Administrative Support: Manage and prioritize calendars for the CEO, Chief of Staff, and other C-suite executives, including scheduling meetings and resolving conflicts. Draft, proofread, and edit emails, reports, presentations, and other communications on behalf of executive leadership. Coordinate domestic travel arrangements, including flights, accommodations, and itineraries for the executive team. Monitor and organize executive email inboxes, draft responses, and ensure timely follow-up. Prepare briefing materials and meeting documents for executive engagements. Reconcile and submit expense reports for the CEO, Chief of Staff, and other C-suite members. Support cross-functional communication and alignment between executive leadership and internal stakeholders. Contribute to department and organizational initiatives as needed, demonstrating flexibility and a solutions-oriented mindset. Board Liaison Support Assist in coordinating logistics for Board and Committee meetings, including scheduling, agenda preparation, and meeting space arrangements. Support the development and distribution of Board materials, including presentations and reports. Serve as a point of contact for Board members regarding scheduling and communications. Liaise with external consultants supporting Board development and effectiveness. Maintain a high level of professionalism and confidentiality in all interactions with Board members and external stakeholders. Meeting and Event Coordination and Support Plan and coordinate small-scale meetings and events, such as board meetings, meetings with consultants/vendors, and team gatherings. Manage virtual and in-person meeting logistics, including scheduling, developing agendas, capturing meeting minutes, tracking attendance, reserving meeting spaces, A/V setup, catering, and guest access. Document detailed meeting minutes for substance and dissemination, accurately capturing decisions and actions. Coordinate with vendors, suppliers, and other stakeholders to ensure successful event execution. Office Management Oversee office supplies and equipment, ensuring a well-stocked and functional workspace. Maintain filing systems (digital and physical) for executive documents, contracts, and confidential materials. Assist with onboarding new employees and maintaining office policies and procedures. Serve as a point of contact for internal and external visitors to the executive suite, ensuring a welcoming and secure experience. Support other administrative tasks as needed to ensure the smooth operation of the office. Qualifications: Proven experience as an Executive Assistant, Administrative Assistant, or similar role. Demonstrated experience coordinating high-level meetings and events, both virtual and in-person. Excellent organizational and time-management skills. Strong written and verbal communication skills. Proficiency in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook). Ability to handle sensitive information with discretion and confidentiality. Capacity to work independently, anticipate needs, and solve problems proactively. Preferred Attributes High emotional intelligence and interpersonal skills. Ability to synthesize complex information and communicate clearly. Professional demeanor with tact and diplomacy. Experience supporting board-level activities is a plus. Comfort working across multiple executives and adapting to different working styles. About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members . We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! Benefits: Comprehensive medical, dental and vision plans Basic life and AD&D insurance, short-term disability and long-term disability 15+ days of paid time off (PTO) per year Up to 16 hours of volunteer time off (VTO) per year 11+ paid holidays 401(k) that includes a Safe Harbor Match of up to 4%. Tuition Reimbursement Program Mental health resources including an Employee Assistance Program (EAP) Individualized learning and development programs EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Base salary range (Min. & Max. to be mentioned)- Market Rate Experience Range:7+ yrs Must Have Technical/Functional Skills: Oracle Agile PLM 9.3.6 Business Analyst - Semiconductor Industry Semi-Conductor industry Domain Collaborate closely with business users to understand their needs and translate them into clear technical and functional requirements. Conduct meetings and workshops with stakeholders confidently and effectively. Analyze, document, and optimize PLM/PDM business processes across engineering, manufacturing, and supply chain functions. Configure and support Oracle Agile PLM 9.3.6 modules, primarily Product Collaboration (PC) and Portfolio & Program Management (PPM). Assist in the development and implementation of business systems and processes aligned with PLM strategy. Define test plans and participate in testing activities including unit testing, integration testing, and system testing. Support data migration, validation, and cleansing efforts during system transitions. Provide day-to-day support and troubleshooting for Agile PLM users. Ensure alignment with SAP S/4 HANA ERP system and support integration efforts. Utilize Azure DevOps and Jira for ticketing, tracking, and collaboration. Collaborative with cross-functional teams and occasional travel between sites may be required. 7+ years of experience as a Business Analyst with a focus on Oracle Agile PLM 9.3.6, including configuration responsibilities. Strong understanding of PLM/PDM concepts, workflows, and best practices. Proven experience in the semiconductor or high-tech manufacturing industries. Hands-on experience with Agile PLM modules such as Product Collaboration (PC) and Portfolio & Program Management (PPM). Familiarity with SAP S/4 HANA ERP system and its integration with PLM platforms. Proficiency in Azure DevOps and Jira ticketing systems. Excellent communication and stakeholder engagement skills. Ability to work independently in a fast-paced, onsite environment Roles & Responsibilities Collaborate closely with business users to understand their needs and translate them into clear technical and functional requirements. Conduct meetings and workshops with stakeholders confidently and effectively. Analyze, document, and optimize PLM/PDM business processes across engineering, manufacturing, and supply chain functions. Configure and support Oracle Agile PLM 9.3.6 modules, primarily Product Collaboration (PC) and Portfolio & Program Management (PPM). Assist in the development and implementation of business systems and processes aligned with PLM strategy. Define test plans and participate in testing activities including unit testing, integration testing, and system testing. Support data migration, validation, and cleansing efforts during system transitions. Provide day-to-day support and troubleshooting for Agile PLM users. Ensure alignment with SAP S/4 HANA ERP system and support integration efforts. Utilize Azure DevOps and Jira for ticketing, tracking, and collaboration. Collaborative with cross-functional teams and occasional travel between sites may be required. 7+ years of experience as a Business Analyst with a focus on Oracle Agile PLM 9.3.6, including configuration responsibilities. Strong understanding of PLM/PDM concepts, workflows, and best practices. Proven experience in the semiconductor or high-tech manufacturing industries. Hands-on experience with Agile PLM modules such as Product Collaboration (PC) and Portfolio & Program Management (PPM). Familiarity with SAP S/4 HANA ERP system and its integration with PLM platforms. Proficiency in Azure DevOps and Jira ticketing systems. Excellent communication and stakeholder engagement skills. Ability to work independently in a fast-paced, onsite environment Generic Managerial Skills, If any Should be able to lead and drive the Operational issues on his own.

KLR Executive Search Group is proud to partner with a highly regarded Massachusetts law firm providing strategic legal counsel to privately held businesses and high-net-worth individuals. The Opportunity: The firm is seeking a Trusts & Estates Paralegal to join its Private Client Services group in Needham, MA. In this role, you will manage trusts and estates, working closely with clients and fiduciaries to collect assets, settle debts and taxes, and distribute funds in accordance with wills, trusts, and applicable laws. The group advises high-net-worth individuals, families, business owners, and institutional fiduciaries, providing services such as trust and estate administration, probate support, wealth transfer strategies, charitable giving, and family office support. Known for its discretion and client-focused approach, the team delivers personalized guidance tailored to each client's goals. Responsibilities: Collecting, organizing, and valuing estate and trust assets Handling payment of outstanding debts and filing estate or fiduciary tax returns Distributing assets to beneficiaries according to trust or estate documents Maintaining accurate records and preparing detailed accountings for beneficiaries or courts Ensuring compliance with state and federal regulations Qualifications: 2+ years of experience in trust and estate administration, probate, or related financial/administrative work Strong organizational, analytical, and communication skills Client-focused mindset and ability to manage multiple priorities effectively The salary range for this position is $70,000-$115,000, plus benefits. Compensation is based on a variety of factors, including the role and its responsibilities, as well as a candidate's experience, education, skills, and geographic location.

Seeking a Desktop Technician with Laboratory support experience for a long-term consulting position in Cambridge, MA 02142. Desktop Technician (Contractor) Initial contract duration is 12 months, with possible extension Mon-Fri, 40 hours/week, standard business hours This role is on-site Job Summary: - Provide comprehensive IT support to research and development site - Troubleshoot computer issues for scientists, both on-site and remotely, managing IT requests through the company ticketing system - Set up lab computers and network connections - Work with vendors, perform computer hardware upgrades, and ensure seamless IT operations within the lab environment - Perform various computer, equipment, and software support tasks - Computer moves, adds and changes Qualifications: - Well rounded desktop support background - Experience working in a laboratory environment - Detail oriented - Pharmaceutical (or other regulated) industry experience is a plus

A leading financial technology firm in Chicago seeks a Senior Director, Employment Attorney. This role involves providing expert legal counsel on employment-related matters and managing compliance with employment laws. The ideal candidate holds a Juris Doctor and has over 10 years of employment law experience, particularly in high-growth environments. This hybrid position offers competitive salary and benefits, emphasizing diversity and professional growth. #J-18808-Ljbffr

Are you an experienced attorney with a passion for investment management? Join our dynamic team at JPMorgan Asset Management, where you'll play a pivotal role in shaping the future of our U.S. Funds Management business. This is your opportunity to work with one of the largest and most diverse fund complexes in the United States, offering a full array of investment products. Be part of a team that values innovation, strategic thinking, and collaboration. Elevate your career with us and make a significant impact in the financial industry. As an Attorney in the JPMorgan Asset Management legal team, you will provide comprehensive legal support to the U.S. Funds Management business. You will engage in the creation and management of new and existing funds, navigate regulatory developments, and offer legal guidance to the JPMorgan Funds' Boards of Trustees. This role offers exposure to a wide range of investment products and the opportunity for advancement in a fast-growing segment of our business. The Legal Department at JPMorgan Chase & Co. manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters. Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services. As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm. We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we would like to hear from you. #J-18808-Ljbffr

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. We are looking for candidates residing in Chicago, Houston, Iowa City, and Cleveland! RSM is seeking an experienced application penetration tester with expertise in both manual and automated testing to join our Security and Privacy Risk Consulting group. The ideal candidate will have a strong understanding of various testing methodologies and tools, as well as a passion for uncovering vulnerabilities and identifying potential security risks. This position will play a critical role in helping our clients prevent, detect, and respond to security threats affecting their critical systems and data. As a member of the Security, Privacy, and Risk Consulting team, you will help provide application security testing for our clients. Our team's goal is to empower both development and security teams with accurate security findings at the highest standards of quality in order to identify and eliminate risk across our clients' application portfolios. Join our team of more than 150 professionals dedicated to serving the cybersecurity needs of our diverse client base within a variety of industries. Qualifications: • BS in Computer Science, Engineering, or related field or equivalent work experience • Expert in web security, possessing extensive knowledge of vulnerabilities, along with the ability to identify and exploit them effectively. • 3+ years of experience in code review, application security testing, or web application development • Excellent written and verbal communication skills • Strong scripting skills (e.g. Python, Ruby, Perl) • Experience with cloud platforms, such as AWS, and knowledge of cloud security best practices • Familiarity with development technologies like Docker, CDK, Terraform, Java, Python, React, GraphQL, Javascript, JSON, REST, etc. • Must possess a high degree of integrity and confidentiality, as well as the ability to adhere to both company policies and best practices • Technical background in application development, networking/system administration, security testing, or related fields • Experience with both static application security testing (SAST) and dynamic application security testing (DAST) using various tools and techniques • Preferred, but not required - one or more relevant certifications such as Offensive Security Web Assessor (OSWA), Offensive Security Web Expert (OSWE), Offensive Security Certified Professional (OSCP), Burp Suite Certified Practitioner, or AWS Certified Security Specialist. Responsibilities: • Perform security assessments, including static and dynamic application security testing • Conduct manual penetration testing on web applications, network devices, and other systems • Collaborate with our clients in a fast-paced environment across many technology stacks and services, including cloud platforms and development technologies • Develop, enhance, and interpret security standards and guidance • Demonstrate and promote security best practices, including secure development and cloud security • Assist with the development of remediation recommendations for identified findings • Identify and clearly articulate (written and verbal) findings to senior management and clients • Help identify improvement opportunities for assigned clients • Stay up-to-date with the latest security trends, technologies, and best practices • Work effectively within a team, fostering collaboration and open communication to deliver successful outcomes • Supervise and provide engagement management for other staff working on assigned engagements At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Must Have Technical/Functional Skills 1. Basic to moderate understanding of Salesforce. 2. Strong understanding of SQL, including the ability to write and analyze queries. 3. Familiarity with Linux file systems and basic commands. 4. Experience with or understanding ServiceNow for IT service management 5. Basic knowledge of ETL (Extract, Transform, Load) processes and tools. 6. Proficiency in working with XML and JSON file formats 7. Experience in interacting with RESTful APIs. 8. Familiarity with Splunk for searching, monitoring, and analyzing machine-generated data. 9. Experience in using testing tools for API testing and development such as Postman. Roles & Responsibilities 10. Collaborates with client team(s) to improve their level of technical knowledge and understanding of products. 11. Assists the client team(s) with coordinating scheduling of project processing steps and how to use priority requests appropriately. 12. Acts as technical resource to sales personnel on existing accounts or running tests for prospective accounts for the client team(s). 13. Documents change and additions to internal technical processes and on client-specific projects and disseminate information to appropriate personnel. 14. Interprets client specifications and instructions of high complexity for Technical Solutions personnel and explains how to appropriately apply theory to this practice. 15. Defines and implements quality control/troubleshooting standards and procedures for the department. 16. Creates and provides necessary quality control reports, output files, and summarized data reports. Salary Range $110,00 to 115,000 a year.

Universal Banker Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right." At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Universal Banker Pay Range: 17.50-22.00/hr Position Summary The Universal Banker Trainee position is responsible for delivering excellent customer experiences to current and potential customers. Employees in this position will display effective communication skills and exhibit a good knowledge of the products and services offered. Also responsible for offering referral opportunities that will result in outcomes that define excellent customer service. An employee will remain in a trainee position until they have proven their ability to effectively place customers in the correct mix of product and services through needs based questioning. They must be able to regularly meet and/or exceed performance and production goals established by the Banking Center Manager. Primary Accountabilities Institutional knowledge of banking. Receive cash and checks for deposit, verifying amounts, looking at endorsements and reviewing checks for possible fraud including holds. Examines cash carefully to guard against counterfeit bills. Cashes checks for customers in accordance with bank policy. Enters transactions into computer system and issues receipts. Provides accurate customer service to include balancing cash drawer throughout the day to reduce and eliminate teller differences. Understanding basic knowledge of deposit and lending products & services. Able to identify correct product types through needs-based questioning allowing them to build and deepen customer relationships to include determining needs and referring business partners. Assists with basic deposit account openings and maintenance requests with monitoring and coaching provided by a senior level employee. Develop sales and product knowledge allowing them to achieve personal and team goals as set. Track and monitor those sales and opportunities in the customer information software. Participate in onsite visits to customers to promote the Employee Perks at Work Program & Merchant Services. Proactively participates in outbound teleconsulting to promote and expand current client relationships. Actively participate in weekly huddles and one on one coaching sessions. Serves as relief and /or backup teller in other locations of Midland States Bank. Timely completion of all assigned learning activities. Demonstrates and models Midland States Bank core values that support the bank's culture. Participate in bank sponsored community activities and initiatives. The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. May require work in a Midland office to ensure collaboration and support of internal and external customers. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned. Position Qualifications Education/Experience: Sales and customer service background. Ability to: Stand for extended periods of time. Ability to lift and transport coin and currency bags as required (bags may weigh between 25lbs and 50lbs). Other Desired Qualifications: Multilingual speakers are encouraged to apply. Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT PIb594e6cce6ff-37***********5

, a division of Beacon Bank & Trust Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. We are currently seeking a Portfolio Manager to join the team in our Back Bay office. The Portfolio Manager will manage existing portfolios of commercial customers, analyze and underwrite credit risk for Bank prospects and customers, assist with due diligence activities, assist with the loan closing process, monitor and evaluate risk within the team portfolio. Principal Duties and Responsibilities Credit Underwriting • Analyze and underwrite credit requests in a timely fashion by using some or all of the following resources: applications, spreads, financial statements, tax returns, credit bureaus, meetings with customers/prospects, appraisals, web research and other resources as necessary. • Determine if request is in compliance with Bank policy and note exceptions. • Discuss deal structure, cash flow, collateral, and customer character with Commercial Bankers Recommend alternative credit structures or products where appropriate. • Accompany Commercial Bankers on customer calls and interact extensively with customers in person and over the phone. • Interact with attorneys and financial professionals including CPA's, CFO's, etc. as needed to assist in the underwriting and closing process. • Present analysis in written proposals for appropriate approvals and present as directed to the appropriate approval authority. • Prepares loan memorandums. • Conducts market surveys through contact with brokers, online research, etc. Portfolio Management • Manage existing portfolio of customers by tracking and preparing annual renewals for lines of credit, reviews of term debt, and reviews of overdraft lines of credit. Maintain tracking database with updated information as needed. • Conduct independent property inspections in conjunction with annual reviews. • Identify potential problem loans and deficiencies. • Assist customers when needed with questions regarding loans and retail products. Job Specifications Bachelor's degree in relevant field A minimum of (4) four years of commercial credit experience is required. Formal credit training is preferred Excellent written and oral communication skills Extensive knowledge of Microsoft Office suite products Understanding of Banking compliance requirements Be well versed in the Bank's credit policy and underwriting standards

Must Have Technical/Functional Skills As a Process Engineering Consultant, you should have used methodologies like Lean and Six Sigma to identify and implement process improvements that enhance client experience and profitability. • Key responsibilities include conducting process assessments, developing new strategies, analyzing activities for operational transformation, using data and analytics for optimization, and collaborating with both business and technology partners to implement solutions. • Develop and implement strategies: Plan, develop, and implement process strategies to build a more efficient bank. • Experience in Six Sigma or Lean Manufacturing Concepts, and process engineering or business-related function (operations, strategy development, organizational design, or information technology). • Use data and analytics: Analyze process activities using tools like Power BI, Power Query, and VBA to support business process optimization The role is responsible for collaborating with multidisciplinary teams focused on designing innovative services and experiences that create measurable value to our clients while meeting business objectives. The role uses independent judgement to determine methods and approaches to work, developing key client-facing “moment of truth” journeys that define a client's relationship, partnering with internal clients to articulate a vision for a new or different type of service. The role makes decisions that influence department strategy, conducting research that builds empathy with the end client, deriving key insights, co-creating solutions, all with the goal of taking the service live. The role acts as a resource integrator, conducting primary research, synthesizing multiple data sources and research insights, and working with cross-functional teams to research and design detailed solutions. What you'll be doing As a member of the Process Engineering team, you'll identify and implement process improvements that enhance client experience and generate the right kind of profitability. As a Process Engineering Specialist, you'll use your experience and direct client feedback to improve the quality of key processes that make a difference for our clients. You'll assist in the planning, development, and implementation of a process strategy that will build the bank of the future. How you'll succeed • Conducting process assessments - Perform ongoing process reviews to identify issues early on and recommend solutions to business challenges. Stay on top of best practices and industry knowledge to identify process improvements that will create a best-in-class client experience. • Presenting recommendations - Provide feedback and advice on projects that will improve processes and resolve systematic issues. Consider business needs and make practical recommendations for continuous improvement. • Leadership skills - Use your expertise in process engineering methodologies and project management to lead projects and initiatives. Proactively gather data, information, and stakeholder feedback to provide informed guidance to your team. • Maintain a collaborative work environment and support your team to resolve problems as they arise. Who you are • You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way • You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best. • Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. • You're a certified professional. You have current accreditation and good standing in Formal Green Belt or Black Belt certification. • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. • Collaborate with stakeholders: Work with business and technology partners to gather feedback, define requirements, and implement improvements • Document and validation: Create detailed process maps and document future state processes. Validate solution designs and test results with business partners Roles & Responsibilities • Key responsibilities include conducting process assessments, developing new strategies, analyzing activities for operational transformation, using data and analytics for optimization, and collaborating with both business and technology partners to implement solutions. • Develop and implement strategies: Plan, develop, and implement process strategies to build a more efficient bank. • Experience in Six Sigma or Lean Manufacturing Concepts, and process engineering or business-related function (operations, strategy development, organizational design, or information technology). • Use data and analytics: Analyze process activities using tools like Power BI, Power Query, and VBA to support business process optimization • Good communication / organizational skills to understand and discuss development requirement. • Experience with approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational, or process problems • * Excellent verbal and written communication skills." Interested candidates please share me your updated resume to *******************

Must Have Technical/Functional Skills: Perform onsite analysis, diagnosis, and resolution of complex desktop/mobility/Laptop problems for end users, recommend and implement corrective solutions. Manage and maintain mobility queue and meet SLAs for incoming tickets. Project manages software/hardware rollouts and refresh items. Install, configure, test, maintain, monitor, and troubleshoot end-user workstations/mobile devices and related hardware and software to deliver required service levels. Assess the need(s) for and implement performance upgrades to end user workstations/mobile devices, including the installation of these upgrades (for example memory). Provide technical guidance to other members of the team. Collaborate with the global IT service desk and 3rd party vendors to ensure efficient operation of the company's desktop/mobility/Laptop environment. Receive and respond to incoming calls, pages, and/or e-mails regarding desktop/mobility/Laptop problems. Perform subject matter expert duties to other support teams when needed. Develop and maintain software packages and tools used for software distribution. Assist in preparing, maintaining, and upholding procedures for logging, reporting, and statistically monitoring desktop/mobility/Laptop operations. Accurately document instances of desktop /laptop equipment or component failure, repair, installation, and removal. Interface with third-party support and equipment vendors Additional skills: Excellent communication skills, interacting with employees and contractors at any level. Associate degree in information technology, or related field (or equivalent experience). Minimum of 3 years of IT Desktop/Laptop Support experience. Experience working in a global company. Strong technical skills in supporting x86/x64 hardware platforms, Windows 10, Apple iOS, and Android mobile OS. Working knowledge of a range of diagnostic utilities and core applications, including PC diagnostics, SCCM, security endpoint protection software, MFA & VPN. Experience working in an Active Directory environment including SCCM (SMS). Experience with Mac OS X, JAMF is a plus. Experience working with 3rd party vendors in both support and contract areas. Knowledge navigating 3rd party vendor applications and websites. Concentrated focus on defect reduction and quality of services. Excellent customer relations and customer support skills. Experience working in a team-oriented, global, collaborative environment. Salary Range: $64,000-$75,000 a year #LI-CM2

Responsible for evaluating the creditworthiness of potential business loan applicants by thoroughly analyzing their financial statements, cash flow analysis, understanding the market conditions, evaluating the risk factors of the loan credit. This requires a keen eye for detail excellent analytical skills, and the ability to balance risk against profitability. The underwriter will work with the marketing officers to gather information, review financial documents and credit reports, and make recommendations for approval or rejection of applications while adhering to the bank policy and regulation. DUTIES Evaluate and assess risk factors for commercial loan applicants. Ensure compliance with underwriting polices and procedures. Prepare CCR/CCM/Memo for new, renewal, modification and extension. Make recommendations for approval from the Credit Officer, Chief Credit Officer, and CEO, and may require presenting at loan committee base on the bank's lending authority level approval limit. Process all new commercial loan applications, gather and review borrower's submitted financials and documents. For real estate transactions, review property operating statements, leases, rent rolls, real estate schedules to perform detailed cash flow analysis using Cash Flow Analysis templates and Sageworks System. Performs stress testing scenarios on all the floating interest rate. For C&I transactions, review cash flow cycles, conduct sensitivity analysis, evaluate Borrower's cash flow and their ability to provide adequate debt coverage for the proposed transactions, as well as determine cushions of protections. Analyze the industry outlook and risk assessment. Complete risk ratings as mean to proactively mitigate potential risk associated with each asset within the portfolio. Underwriter has to have good understanding of the Bank's policy and procedure, and is able to accurately assign the risk rating on each loan. Collaborative with Portfolio Managements to conduct routine annual loan reviews. Work with Marketing Officer to ensure receipt timely financial statements, aging reports, tax returns, and personal financial statements, and then analyze these often-complex personal financial statements and personal tax returns of sponsors/guarantors, as well as their contingent debt. Attend prospect calls with lending staff in order to gain a thorough understanding of the member/prospect and their business in order to determine the merits of specific loan requests and loan structure, as well as assist in the management of the member relationship. Review appraisal and analyze collateral issue - conduct site inspection. Conduct require loan reviews (annual credit review, watch list report and SAC). Prepare and submit Reg B/HMDA/Credit logs. Participate in audits as necessary. QUALIFICATIONS EDUCATION: Bachelor's Degree in Accounting, Finance, Economics, Business Administration, International Development, or other related disciplines. EXPERIENCE: 2-4 years of experience with CRE/Commercial Underwriting (various asset classes). CRE/C&I/SBA experience preferred. Relationship/Portfolio Management experience preferred SKILLS/ABILITIES Strong oral communication and writing skills for report analysis and presentation Must be able to interface with external clients, auditors, regulators, and executive management Must be versatile with willingness to learn. Require BA/BS in Finance/Accounting/Economics Proficiency with Microsoft Word and Excel Strong Analytical Skills Familiarity with Sageworks Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.