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AGC Partners jobs in Meriden, CT - 688 jobs

  • Legal Operations Manager (USA)

    Trexquant Investment 4.0company rating

    Stamford, CT job

    Trexquant is a growing systematic fund manager with a core team of highly accomplished technologists. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity and futures markets. We are hiring a Contract Manager based in Stamford, CT to manage data and technology procurement contracts. This position will sit in the Company's Legal and Compliance team. We are seeking a Legal Operations Manager to join our growing legal and compliance functions. This role is ideal for someone who enjoys building scalable, tech-enabled legal processes and managing the operational backbone of a high-performing legal team. You will implement and maintain contract management systems, automate workflows, ensure compliance and recordkeeping, support regulatory filings, and manage the intake and tracking of legal requests. You will also handle less complex contract negotiations using established form agreements and playbooks. Responsibilities: Contract Management & Automation Administer and optimize Trexquant's contract lifecycle by using contract management tools (e.g., Ironclad, Conga). Manage legal document execution and storage processes. Track contract renewals and compliance obligations. Technology Enabled Process and Workflow Design Build and maintain Jira or other solution based workflows for legal request intake, approvals, and reporting. Proactively identify opportunities to automate and streamline legal and compliance processes. Develop workflow descriptions and provide training to improve operational efficiency across the firm. Contract Negotiation Support Review, negotiate, and redline agreements such as NDAs, vendor contracts, and amendments by using form templates and playbooks. Coordinate with internal business teams and external counterparties to finalize contracts. Compliance & Recordkeeping Maintain organized filing systems for regulatory and corporate compliance materials. Support reporting, audit and policy implementation efforts. Qualifications: Bachelor's degree required; JD preferred but not required. 3-10 years of experience in legal operations, contract management or paralegal roles within a technology, financial services or legal department environment. Strong understanding of contract lifecycle management and technology enabled workflow design. Proficiency with: Jira (for workflow management) Conga or Ironclad (for contract lifecycle management) DocuSign and Adobe Sign (for e‑signature processes) Google Workspace (Docs, Sheets, Drive, etc.) Basic HTML or similar skills (for form and template customization). Excellent organizational skills, attention to detail and ability to manage multiple priorities in a fast‑paced setting. A proactive mindset with a passion for improving processes through technology. Ability to come 4 days per week in office with greater flexibility over time. Benefits: Competitive salary plus bonus based on individual and company performance. Collaborative, casual and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre‑tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer. #J-18808-Ljbffr
    $83k-135k yearly est. 1d ago
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  • Fixed Income Execution Trader - Rates & Credit, Quant

    Trexquant Investment 4.0company rating

    Stamford, CT job

    A quantitative investment firm in Stamford is seeking a Fixed Income Trader with experience in corporate credit and rates trading. The role involves executing trades, building relationships with liquidity providers, and collaborating with quantitative researchers to enhance trading strategies. Ideal candidates should have at least 3 years of relevant experience and proficiency in platforms like MarketAxess and Bloomberg, alongside strong analytical skills. #J-18808-Ljbffr
    $86k-155k yearly est. 2d ago
  • Head of LLM Application Team (USA)

    Trexquant Investment LP 4.0company rating

    Stamford, CT job

    We are seeking a Head of a LLM Application Team to lead the design and development of cutting‑edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real‑world applications and be excited to explore transformative use cases across quantitative research and trading. Responsibilities Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals. Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading. Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state‑of‑the‑art techniques to inspire transformative applications in systematic finance. Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state‑of‑the‑art techniques to enhance systematic investment strategies. Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities. Lead and build a high‑performing team of machine learning engineers and researchers, fostering innovation and excellence. Qualifications Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. 2+ years of experience in researching and applying LLM technologies. Proven leadership experience in managing a team of quantitative members. Benefits Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre‑tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr
    $87k-127k yearly est. 5d ago
  • Head of FX Quantitative Strategy (USA)

    Trexquant Investment LP 4.0company rating

    Stamford, CT job

    We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge. Responsibilities Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms. Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies. Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes. Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies. Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies. Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies. Qualifications Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. 5+ years of experience in researching and trading quantitative FX based strategies. Experience managing or leading a team of quant researchers. Strong quantitative skills. Proficiency in Python. Benefits Competitive salary, plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr
    $81k-123k yearly est. 3d ago
  • Director Commercial Financial Planning & Analytics

    Webster Bank Group 4.6company rating

    Stamford, CT job

    and how to change your settings.Director Commercial Financial Planning & Analytics page is loaded## Director Commercial Financial Planning & Analyticslocations: CT Stamford HQ: CT Southingtontime type: Full timeposted on: Posted 3 Days Agojob requisition id: R25\_0000001454If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!The primary role of this position is to manage critical financial planning and analysis processes for key Commercial business segments. This involves managing the annual long-range planning process, providing monthly/quarterly short-term financial outlooks, and performing strategic analysis of business performance relative to forecasts and historical comparative periods.The candidate must possess a strong work ethic, established prior FP&A leadership experience, adept knowledge of financial modeling methods, and proven ability to work with senior business line executives in setting performance goals and communicating risks and opportunities. The ideal candidate will have several years of relevant experience in a financial services setting, particularly in the Commercial banking space. Candidates with experience navigating transformational process and organizational changes is an additional plus.Responsibilities:* Direct and coordinate annual strategic financial planning efforts for key Commercial business lines.* Construct and present monthly financial outlook updates (B/S, PPNR, efficiency, ROE) for each key Commercial business line while managing their financial operating risks and opportunities.* Provide deep dive analysis into each periodic (monthly, quarterly) business' financial performance from a Pre-Provision Net Revenue (PPNR) perspective and identify recurrent performance themes vs. non-repeating/transactional financial items that connects core business performance to financial results.* Lead projects and initiatives to enhance financial forecasting and analytical capabilities including efforts to validate data model accuracy and back testing of outputs to historical comparative benchmarks.* Collaborate with key Commercial business line leadership by providing timely feedback on financial inquiries and by proactively communicating internal deadlines and requirements for planning and forecasting exercises.* Lead projects to assess financial profitability of new product/ program initiatives, strategic business carve-outs, and investment opportunities impacting commercial finance business lines of coverage.* Oversee effective internal quality controls around critical reporting processes and analytical frameworks.Educations, Skills & Experience:* Bachelor's degree is required. Advanced (Master's, PhD, etc.) degrees in Business Administration or Finance are a plus.* Minimum of seven to ten years of applicable work experience in financial planning and analysis. Prior work experience and knowledge of core financial services related accounting principles are a plus.* Candidate should possess superior analytical and statistical skills to process significant amounts of data and develop financial projections, analytical reporting and profitability optimization strategies.* Mastery of Microsoft Office suite (Excel, PowerPoint, Word) and Oracle EPM required.* Strong attention to detail and the ability to independently review and rationalize financial results with actual business trends and direction.* Excellent communication and interpersonal skills with the ability to interact effectively with all levels of the organization.* Strong problem-solving skills and the ability to think strategically and innovatively.*The estimated salary range for this position is $145,000 USD to $165,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.*LI#JG1Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr
    $145k-165k yearly 4d ago
  • Westchester Private Bank Team Lead - Managing Director

    Jpmorgan Chase & Co 4.8company rating

    Greenwich, CT job

    A leading financial institution is seeking a Market Team Lead to manage and grow relationships within their U.S. Private Bank. This role involves advising clients on wealth management while building and mentoring a team of Client Advisors. The ideal candidate will have over ten years of experience in Private Banking, proven leadership skills, and strong knowledge of investments and financial planning. This position is based in Connecticut and offers opportunities for professional growth. #J-18808-Ljbffr
    $111k-146k yearly est. 2d ago
  • Client Support Specialist

    Emoney Advisor 3.9company rating

    Stamford, CT job

    The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams or management when necessary. They handle cases related to at least ten major areas of the eMoney platform. They demonstrate a commitment to customer satisfaction and maintain high levels of call quality and professionalism. The Client Support Specialist consistently meets or exceeds the efficiency standards set forth by the company and displays ownership when handling customer requests.Job Responsibilities* Answers a large volume of service calls, chats, or emails of increasing complexity regarding eMoney applications within a call center environment* Provides technical and planning product support to advisors* Assist advisors with financial planning scenarios within the eMoney platform* Keep abreast of new features and functionality on all production sites of eMoney* Keep abreast of financial planning industry laws and trends* Identify customer needs, clarify information, research every issue, and provide solutions* Meet personal and team quantitative and qualitative targets* Log all appropriate details of interactions in a comprehensible way* Attends all trainings and successfully completes all assignments to familiarize themselves with the eMoney platform and Client Support policies and procedures* May review emails and processes administrative requests* Competently answers questions and resolves customer issues* Escalates complex issues to tier two teams when necessary* Stays up to date on system releases, new features, bugs* Maintains high levels of call quality and professionalism* Overtime and closing schedules may be expected depending on business needs* Follows assigned schedule including start/stop, break and lunch times* Meets efficiency standards set forth by the company Requirements* 2+ years of experience in a call center/customer service/support role or relevant experience, including commensurate internal experience* Bachelor's Degree or relevant experience* Financial Paraplanner Qualified Professional (FPQP), Certified Financial Planner (CFP), or other financial planning related designations is strongly preferred* Knowledge/Experience supporting at least two of the following five topics: investment, retirement, life insurance, education, estate or related financial planning experience is strongly preferred* Strong aptitude for technology and experience with web applications* Familiar with financial concepts and terms* Strong problem-solving skills Skills* Excellent communication and interpersonal skills, including the ability to communicate effectively to both technical & non-technical audiences* Ability to clearly communicate complex issues in an understandable manner* Ability to work independently and as part of a geographically dispersed team* Must be self-motivated and know when to escalate or seek guidance* Ability to manage multiple projects and tasks simultaneously* Detail-oriented and able to accomplish a wide variety of tasks in a fast-paced environment* Working knowledge of MS Office suite including, Outlook, Excel, Word, Power Point* Strong interpersonal and verbal/written communication skills* Strong organization skills and time management skills* Able to keep an even temperament and provide a pleasant service experience* Experience using SalesForce/CRM program a plus* Bi-lingual/Spanish speaking a plus The salary range for this position is $48,000 - $61,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off. At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients. At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results. eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
    $48k-61k yearly 4d ago
  • Head of Trading Operations Team (USA)

    Trexquant Investment LP 4.0company rating

    Stamford, CT job

    We are seeking an experienced systematic trading professional to lead our trading team and oversee the firm's end-to-end trading operations. This individual will collaborate closely with the operations, execution, and infrastructure teams to ensure that all trading activities are executed smoothly, accurately, and efficiently. Responsibilities Oversee the firm's global, multi-asset trading operations-including equities, futures, corporate bonds, and other instruments-to ensure accuracy, efficiency, and reliability. Collaborate with the execution, operations, and infrastructure teams to continuously enhance trading workflows and operational scalability. Drive ongoing improvements by initiating and implementing new trading-related projects and managing existing initiatives to optimize performance and minimize friction across systems and processes. Provide leadership and mentorship to the trading team, fostering a culture of excellence, accountability, and collaboration. Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. 5+ years of experience in trading or managing the trading operation. Proven leadership experience in managing a systematic trading team of quantitative members. Exceptional quantitative, analytical, and communication skills with the ability to collaborate across functions. Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your. dependents. Pre-tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr
    $85k-173k yearly est. 5d ago
  • Risk Consultant

    The Strickland Group 3.7company rating

    Bridgeport, CT job

    Navigate Uncertainty with Confidence - Become a Risk Consultant Are you a strategic thinker who thrives on solving complex challenges? As a Risk Consultant, you'll empower organizations and individuals to identify, assess, and manage risk-delivering insights that protect their assets and enhance decision-making. What You'll Do: ⚖ Evaluate Exposure - Conduct comprehensive risk assessments across operations, financials, and compliance frameworks. 📈 Develop Risk Mitigation Strategies - Design actionable risk management plans tailored to client needs and industry dynamics. 🔍 Analyze Data & Trends - Use analytical tools to uncover vulnerabilities and forecast emerging risks. 🤝 Advise with Expertise - Act as a trusted advisor, guiding clients on best practices in insurance, regulatory compliance, and crisis planning. 📚 Deliver Risk Education - Translate risk complexities into clear, practical recommendations for teams and stakeholders. Who You Are: ✔ Experienced in risk management, consulting, insurance, or financial advisory ✔ Analytical and detail-oriented with strong business acumen ✔ Skilled in client relationship building and communication ✔ Proficient with risk modeling tools, reporting, and compliance systems ✔ Passionate about proactive problem-solving and risk resilience Why This Role Matters: ✅ Minimize potential losses and protect business continuity ✅ Help clients make smarter, risk-informed decisions ✅ Provide peace of mind through thorough planning and mitigation ✅ Make a tangible impact across industries and sectors 💼 Be the Voice of Clarity in an Uncertain World Step into a high-impact role as a Risk Consultant-where your insights create safer, smarter futures. 👉 Apply today and help organizations thrive with confidence.
    $90k-122k yearly est. Auto-Apply 60d+ ago
  • Senior MuleSoft Product Owner - Platform & API Strategy

    Webster Bank Group 4.6company rating

    Stamford, CT job

    A leading financial institution in Stamford, Connecticut is seeking a Director Product Owner for MuleSoft. The role involves leading integration solutions, collaborating with stakeholders to define product roadmaps, and ensuring alignment with business objectives. Candidates should have extensive experience in software development, agile methodologies, and strong communication skills. An advanced degree and Scrum certification are preferred. This is a full-time position with a salary range of $130,000 to $163,000 and offers hybrid work options. #J-18808-Ljbffr
    $130k-163k yearly 2d ago
  • Group Reinsurance Plus Consultant, Product Delivery

    The Hartford 4.5company rating

    Hartford, CT job

    Consultant Product Delivery - LO07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Consultant, Product Delivery plays a key role within Group Reinsurance Plus (GRP's) Compliance & Client Operations team, acting as a subject matter expert in both compliance and product development. This position leads product & compliance initiatives and provides strategic support to internal teams and reinsurance customers. Key Responsibilities: + Lead and support product development efforts, including drafting policy form language and advising on plan design standards. + Manage state filings and ensure alignment with regulatory requirements. + Provide compliance guidance and support for policy issuance and certificate fulfillment. + Support quality management program for policy issuance. + Research and respond to compliance and contract-related inquiries. + Disseminate legislative alerts and updates to GRP's customers and internal stakeholders. + Support regulatory reporting initiatives for The Hartford and GRP's customers. + Draft and review reinsurance contracts. Product Development and Filing + Draft policy forms and associated variability in accordance with administrative capabilities, risk considerations, client request and market need + Research state product regulations and draft state-specific forms accordingly + Partner with clients, underwriting, actuarial, CCST and claims to develop customized solutions including single case filing to meet client and market requests + Prepare and file forms/rates on clients' behalf, including state-specific forms + Consult with clients upon request + Research, draft, and submit objection responses + Document filing outcomes for internal and client use + Collaborate with client and internal resources to develop and document product go-to-market standards Cert Fulfillment and QM + Support the build of certificate fulfillment capabilities within GRP as well as client capabilities, including: + Partner with internal resources to build in-house capabilities to produce policy and certificate documents based on sold plan information and approved filing; oversee day-to-day execution and provide consultation for complex plans + Guide clients to set up certificate fulfillment systems, e.g. building rules and logic to ensure the correct provisions and state variations display in issued policies/certificates ; provide tools to clients to enable accurate policy/certificate fulfillment + Conduct proactive and/or random quality reviews for clients and internal resources according to established criteria + Provide meaningful, actionable feedback regarding quality management + Engage teammates and clients in root cause analysis to drive improvements in certificate quality Compliance and Product Consultation + Provide timely, accurate compliance consultation to varied constituents including underwriting, claims, CCST, actuarial, clients, on topics including + Policy interpretation and language + State requirements + Group eligibility + Benefit availability and variables + Conduct reviews of client marketing materials per contractual terms + Facilitate EB Compliance Ad Review for GRP's marketing materials Agreement Drafting + Partner with business areas and counsel to draft agreements to memorialize GRP's arrangements and protect our business including: + Confidentiality/Non-disclosure Agreements + Reinsurance Treaties + Administrative Services + Amendments Legislative, Regulatory and Contested Claims + Support various compliance initiatives as needs arise including: + Prepare and distribute legislative alerts + Facilitate internal communications and action plans to implement regulatory changes + Lead GRP response to client security audits, regulator inquiries, market conduct, and EB regulatory reporting + Support complaint response for complex claims as requested by Claim Specialists or legal + Partner with Litigation Manager to support resolution of litigated claims Qualifications: + 5+ years' group employee benefits product & regulatory compliance experience; reinsurance experience a plus + 2 years' experience preparing state filings, including SERFF + Strong knowledge of group and voluntary insurance products, including Life, Disability, AD&D, Accident, Critical Illness, Hospital Indemnity, and state paid leave, including applicable state and federal laws and regulations. + Exceptional written and verbal communication skills, with the ability to convey complex information clearly and effectively. + Proven ability to build strong relationships and influence cross-functional teams. + Excellent analytical, research and problem-solving capabilities, especially when navigating unclear or evolving requirements. + Demonstrated ability to work independently with minimal supervision, exercising sound judgment and knowing when to consult with others on complex issues. + Comfortable operating in a fast-paced environment with shifting priorities and limited structure. + Strong leadership and negotiation skills, which a proactive approach to driving initiatives forward. + Strong organizational skills with the ability to manage multiple tasks and deadlines simultaneously. + Proven track record of collaborating across teams (e.g., underwriting, actuarial, claims, legal, and client services). This role will have a Hybrid work schedule, with the expectation of working in an office 3 days a week (Tuesday through Thursday). Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $82,000 - $123,000 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice
    $82k-123k yearly 30d ago
  • National Account Chief Underwriter - Employee Benefits

    The Hartford 4.5company rating

    Hartford, CT job

    National Account Chief UW GB - UO07FESr UW Natl Acct - UO08GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose. Experience: Responsible for the overall management of Group Life & Disability underwriting (5,000 or more lives) for National Accounts. Includes all pre and post-sale underwriting, profit management, renewal processing, policy issue and changes for assigned business segment. Demonstrates a solid, consistent technical proficiency of underwriting guidelines and underlying risk management philosophy. Establishes solid relationships with all internal and external business partners. Actively drives and participates in an assigned amount of project work and special assignments. Partners with the field to ensure deliver on service goals. Quotes new business opportunities for Core products and underwrites renewals. Works directly with sales representatives and brokers on new business, renewals, and service issues Demonstrates advanced understanding of the elements of pricing to include risk factors, retention, and reinsurance. Interfaces with the sales force regarding underwriting issues and decisions Negotiates prices and benefits with sales representatives and brokers. Mentors Regional Account underwriters and other staff members Look to leverage additional resources around key cases to facilitate better risk management, stimulate innovative thinking, provide creative solutions and potentially different perspectives. Seek to understand your individual marketplace dynamics and those of the general market to maximize our chances of success. You'll Be a Good Match if You Have: A customer-first mindset, putting our customers at the center of everything you do. A passion for making decisions through both analyzing h data and employing critical thinking skills. A team spirit and desire to work collaboratively. A financial mindset to help make the best decisions. Ability to own our work and following through on commitments. Qualifications: Bachelor's Degree strongly preferred, or equivalent combination of education, training, and experience 5 years of Employee Benefits underwriting experience Demonstrated success in developing and maintaining solid relationships with all internal and external business partners. Excellent communication, interpersonal and presentation skills An ability to think analytically about business problems, make recommendations and propose solutions. High energy self-starter, who is resilient and has an entrepreneurial spirit. Demonstration of solid time, organizational, and desk management skills Goal-oriented and delivers outcomes. Ability to challenge the status quo and compete to win. Superior technical knowledge and sound decision-making and analytical skills ***This position can be filled at different levels depending on experience. Salary - $88,080 - $149,400 Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $88,080 - $149,400 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $88.1k-149.4k yearly Auto-Apply 9d ago
  • Head of Systematic Futures Team

    Trexquant Investment LP 4.0company rating

    Stamford, CT job

    We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes. Responsibilities Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies. Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies. Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes. Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies. Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies. 5+ years of experience in researching and trading quantitative futures based strategies. Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. Proven leadership experience in managing a team of quantitative researchers. Strong quantitative skills. Proficiency in Python. Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your. dependents. Pre-tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer. #J-18808-Ljbffr
    $110k-190k yearly est. 5d ago
  • Assistant General Manager

    Brownson Country Club 4.0company rating

    Shelton, CT job

    HARRY B BROWNSON COUNTRY CLUB INC, located at 15 Soundview Avenue in Huntington, Connecticut, is a distinguished country club serving the community in Shelton, CT. Known for its excellent amenities and vibrant member-focused culture, the club is committed to providing exceptional experiences for its members, offering a range of recreational, dining, and social opportunities. With a tradition of excellence, it continually strives to enhance services and deliver value to its members and guests. Role Description This is a full-time, on-site role based in Shelton, CT for an Assistant General Manager. The Assistant General Manager will support the General Manager in overseeing daily operations, maintaining quality standards, and ensuring exceptional experiences for members and guests. Responsibilities will include supervising staff, managing events, overseeing financial processes, maintaining facilities, driving member satisfaction, and supporting administrative tasks. The ideal candidate will uphold the club's high standards of service and help foster a welcoming and professional environment. Qualifications Excellent leadership, team management, and interpersonal communication skills. Experience in hospitality management, event coordination, and delivering high-quality service experiences. Proficiency in financial planning, budget management, and operational oversight. Problem-solving skills, organizational abilities, and attention to detail for managing day-to-day operations efficiently. Previous experience within a country club, hospitality, or service-focused setting is preferred. Ability to work effectively in a fast-paced, guest-oriented environment. Bachelor's degree in Hospitality Management, Business Administration, or equivalent experience is a plus.
    $58k-90k yearly est. 1d ago
  • Intern, Investor Center - CT

    Fidelity 4.2company rating

    West Hartford, CT job

    Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center! The 10-week Fidelity Intern Program ( we lovingly call it our FIDTERN Program ) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. Where you spend your summer internship can be a big decision and takes a lot of dedication - we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… Find Your Purpose - as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. Never a Dull Moment - Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events - everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment. The Expertise We're Looking For Undergraduate students in your junior year of college Interest in investing and wealth management Experience in customer service, retail, sales or banking Leadership experience and involvement in student organizations The Purpose of Your Role As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity. The Skills You Bring Your professional demeanor & collaborative problem-solving skills Basic understanding of the current market, economy and economic trends Ability to promote customer loyalty while providing an extraordinary customer experience The Value You Deliver As one of the first points of contacts in the branch: You assist financial professionals with providing a full range of investment products and services You collaborate with team members to bring a fresh perspective to help solve business challenges You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry By identifying new opportunities for enhancements, you help think about our business and our customers in a different way Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer. PI26INT Certifications:Category:Administration 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. 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.
    $77k-109k yearly est. 60d+ ago
  • Marketing Manager: Private Capital RFP and Investment Communications Manager

    Mesirow Financial Holdings, Inc. 4.8company rating

    Stamford, CT job

    The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. Mesirow has frequently been named one of the Best Places to Work by Crain's Chicago Business and is a Barron's Top 100 RIA Firm. Mesirow Integrated Marketing and Communications (IMC) oversees the Mesirow brand, creating a unified, seamless experience for key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels, and media channels, ensuring consistent, client-centric messaging and shaping go-to-market strategy for our core businesses in Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services. Position overview We are seeking an experienced RFP and Investment Communications Manager to oversee our firm's RFP process and lead the development of investment content supporting institutional business development initiatives across our private capital platform. This role requires exceptional writing and editing skills, high financial services acumen, strong process management capabilities, and the ability to build trust with senior investment professionals. The individual will partner closely with the Alternative Credit, Institutional Real Estate Direct, Capital Formation, Marketing, Compliance, and Corporate Services teams to support growth, strengthen brand positioning, and deliver client-focused, high-quality communications. The role reports to the Global Head of Mesirow Capital Formation and Currency Solutions with strategic alignment to senior marketing leaders and Private Capital leadership. Time allocation in this hybrid role will fluctuate. However, RFPs, RFIs and DDQs will take precedence due to their deadline-driven and business critical nature. Key responsibilities RFP, DDQ, and Client Questionnaire Management * Lead the creation, coordination, and delivery of RFPs, DDQs, RFIs, and consultant database updates for Alternative Credit and Institutional Real Estate Direct. * Gain in-depth knowledge of each investment team's philosophy, process, and differentiators to ensure accurate, compelling, and competitive positioning. * Serve as a subject matter expert and steward of RFPIO, ensuring libraries are continuously updated, responses are high-quality, and workflows are efficient. * Train stakeholders and champion adoption of RFPIO, our enterprise RFP workflow platform; RFP process improvements; automation; and use of AI as appropriate. Strategic Marketing & Content Development * Partner with subject matter experts to create investment content and thought leadership pieces for institutional audiences. This may include white papers, briefs, commentary, video etc. * Develop, manage, and execute a holistic editorial calendar in partnership with Marketing colleagues, aligning with firmwide themes, market opportunities, and brand strategy. * Ensure strategic alignment of all content with Mesirow's brand story and organizational goals. * Collaborate with Client Experience Marketers to produce and refine product and service collateral, including fact sheets, pitchbooks, and commentary. * Track key engagement metrics to inform continuous improvement and reporting. Requirements * Four-year degree, CFA and/or CAIA designation are a plus * 7+ years of experience in marketing/communications; asset management industry experience required * Proficiency using RFP management tools (ideally RFPIO) to efficiently coordinate responses, manage content, and support business development initiatives. * Strong written and verbal skills * Ability to effectively communicate, internally and externally * Strong attention to detail * Client-focused, solutions-oriented, teamwork-focused, driven, self-motivated * Ability to manage multiple priorities and perform effectively in a deadline-driven environment. * Strong sense of accountability * Dependable, positive attitude, innovative, team player and flexible In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $95,000 and $115,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program. EOE
    $95k-115k yearly 60d+ ago
  • Head of LLM Application Team (USA)

    Trexquant Investment 4.0company rating

    Stamford, CT job

    We are seeking a Head of a LLM Application Team to lead the design and development of cutting-edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real-world applications and be excited to explore transformative use cases across quantitative research and trading. Responsibilities Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals. Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading. Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state-of-the-art techniques to inspire transformative applications in systematic finance. Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state-of-the-art techniques to enhance systematic investment strategies. Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities. Lead and build a high-performing team of machine learning engineers and researchers, fostering innovation and excellence. Requirements Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. 2+ years of experience in researching and applying LLM technologies. Proven leadership experience in managing a team of quantitative members. Strong quantitative and communication skills. Benefits Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your. dependents. Pre-tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer
    $87k-127k yearly est. Auto-Apply 60d+ ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Stamford, CT job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - Stamford - 301 TRESSER BLVD (CT9301) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $115k-160k yearly Auto-Apply 54d ago
  • Fixed Income Execution Trader (USA)

    Trexquant Investment 4.0company rating

    Stamford, CT job

    Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies. Responsibilities Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies Coordinate with operations on settlements and corporate actions Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development Qualifications Bachelors, Masters or PhD in STEM related fields 3+ years of experience in corporate credit and rates trading, preferably on the buyside Proficiency in trading platforms: MarketAxess, TradeWeb, TruMid, and Bloomberg Exposure to fixed income quantitative/systematic strategies Proficiency in programming languages (such as Python) and statistical modeling Deep understanding of corporate credit and rate markets Strong problem-solving skills with an ability to work independently and as part of a team Benefits Competitive salary plus bonus bonus based on individual and company performance Collaborative, Casual, and friendly work environment PPO Health, dental and vision insurance premiums fully covered for you and your dependents Pre-tax commuter benefits Weekly company meals Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr
    $86k-155k yearly est. 2d ago
  • 2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

    Jpmorgan Chase & Co 4.8company rating

    Greenwich, CT job

    JobID: 210690291 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Greenvale,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00; Cleveland,OH $100,000.00-$100,000.00 If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job Responsibilities: * Work with a team of advisors and specialists to bring in new clients and serve existing clients * Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's. * Expected graduation date between December 2027 and June 2028. * Currently attending a college/university in the U.S. * Highly driven, inquisitive, and proactive, with a strong desire to learn. * Enjoys working in teams to develop complex solutions. * Exceptional interpersonal, communication, analytical, and problem-solving skills. * Excellent organizational skills with the ability to multitask in a fast-paced environment. * Demonstrates good judgment and discretion with confidential information. * Genuine interest in financial markets and macro-level economic trends. * Aspires to work with external clients in a relationship-building and sales capacity. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 8d ago

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