Private Wealth Associate
Alliancebernstein LP Job In Washington, DC
Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent.
Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.
An Associate will:
Collaborate and network with senior professionals throughout the firm to fuel career success
Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs
Strive to provide a world-class level of customer service and support
Our Comprehensive Development Program
Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background.
Components of the Associate Development Program (ADP) Include:
In-depth industry training on proprietary investments, services, policies and procedures
Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies
A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience
Behavioral training geared toward the development of communication, leadership, and other professional skills
Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role
Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management.
Job Qualifications
We Are Seeking:
People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships
Accomplished team players who thrive in a rigorous and challenging environment
Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere
Individuals who have a bachelor's degree with excellence in academics and strong leadership experience
Proficiency in Word and Excel are required
Desired Qualifications
1-2 years client service experience, financial services industry experience a plus
The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus
Company Overview
Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management.
Join us in pursuing insights that unlock opportunities. Learn more at ************************
To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html
#BernsteinPWM
Washington DC
VP/Wealth Advisor
Alliancebernstein LP Job In Washington, DC
What You'll Do:
The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients' inner circle, the Wealth Advisor intimately understands each client's values, lifestyle and philanthropic goals. They connect clients to the firm's vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients' financial well-being while standing out among a crowded field.
What We're Looking For:
What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics:
Entrepreneurial Spirit
Intellectual Curiosity
High Emotional Quotient ("EQ")
Determination and Relentless Drive for Success
Spirit of Generosity in Working With and Within Their Community
Excellent Interpersonal and Communication Skills
Structure and Discipline
...and the following qualifications:
An existing network that can be continuously cultivated and expanded within the community
Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors
Comfortable interacting with individuals of significant wealth
Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions
Trustworthiness and personal integrity that is beyond reproach
Strong academic credentials
A passion for investing and for people
Who We Are:
Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
What We Stand For:
TRUSTWORTHINESS-We are accountable. Integrity, transparency and reliability are core to our business model.
INNOVATION-We're always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.
TEAMWORK-We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.
EQUITY-We are committed to building a culture of diverse perspectives - one where all employees feel valued and are treated fairly.
COMMUNITY-We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.
RESPONSIBILITY-We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.
Our Market-Leading Training Program:
We do not take our success for granted. The firm's culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn't stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $175,000- $255,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives.
For further important information about AllianceBernstein please click here ********************************************************
Washington DC
Collateral Management Operator - Associate
Remote or Jacksonville, FL Job
Job Title Collateral Management Operator
Corporate Title Associate
Our Margin Operations Team handles more than $1.3 billion in global cash, and collateral movements on a daily basis. As part of the team, you'll engage with our clients and brokers as well as internal stakeholders in the Front Office, Financial Reporting, Risk and Control teams. You will have a direct impact on the Bank while developing valuable skills and knowledge in the Firm's Operating model across multiple products.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Perform and ensure successful performance and completion of daily margin calls and associated control and regulatory reporting
Participate in business sponsored and/or regulatory projects
Adapt and implement solutions for enhancing processes and infrastructure through hands-on collaboration across various stakeholder teams
Understand the Firm's infrastructure used to agree and settle margin (cash & noncash) with clients & affiliates
Participate in and understand processes needed for the recording of margin activity in the margin platforms and on the books and records (sub ledger) of the Firm
Contribute to the overall Margin Operations product development infrastructure/process enhancement work streams
Skills You'll Need
Bachelor's degree (preference for business related, i.e. Finance/Accounting) and moderate experience in Financial Services (Repo or TBA Mortgage Operations preferred)
Proficiency in Microsoft Office applications, especially Excel, is essential
High attention to detail, accuracy and risk awareness in a fast paced, team-based work environment
Familiarity with vendor based central margining systems such as Magellan/Martini, COLLINE
Skills That Will Help You Excel
Strong attention to detail
Knowledge of Derivatives/Equities products and margin process knowledge
Expectations
It is the Bank's expectation that employees hired into this role will work in the Jacksonville Florida office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Jacksonville is $48,000 to $68,800. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees ***************************
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice, please email ****************.
#LI-HYBRID
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.
Relationship Manager - Government Sector
Washington, DC Job
Line Of Business: Sales OU(SALES OU)
Job Category:
Sales & Marketing
Experience Level: Experienced Hire
This role is responsible for working with other sales colleagues and other internal stakeholders to drive the sales process for a set of complex products or services in the Government segment. Key activities include identifying and qualifying prospects, initiating new sales activity and managing sales cycles to closure. Additionally, the role requires the assessment of client needs and providing clients with specific strategic guidance and product overviews.
Responsibilities:
Build and execute on sales strategies to meet or exceed annual sales goals and targets that align with the company's vision and objectives.
Work with sales colleagues and other internal stakeholders to drive the sales process from beginning to end by identifying and qualifying prospects, initiating new sales activity and managing sales cycles to closure.
Lead the development of business within assigned territories. Partner with Solution Specialists to develop clear, concise proposals and deliver targeted client demos that address client needs.
Collaborate with Product Management and Product Strategy to promote improvement in product quality and the development of new sources of revenue.
Build and maintain strong relationships with clients by identifying gaps and recommending solutions leveraging market and technical knowledge.
Provide insightful and client-specific customer service and product overviews.
Assess the needs of the client by gaining an understanding of the specific issues facing the client based on their business requirements.
Identify additional products and services that clients may benefit from and introduce them appropriately into dialogue with clients.
Act as the market expert and provide product/service use cases during the sales cycle.
Serve as the main liaison between the client service team, the client and the implementation services organization on each services opportunity.
Coordinate Moody's Analytics responses to requests for product and services information from prospects and clients.
Represent company at industry and company sponsored events, as required.
Serve as functional and market expert to resolve client issues through the use of interpersonal skills. Assist in the preparation and circulation of market insight to create awareness of Moody's expertise internally and externally.
Assist in the training of new team members.
Provide current forecasts and pipeline information to management.
Position requires travel (approximately 20% to 40% of your time).
Qualifications:
Undergraduate/first-level degree (e.g., Bachelor's degree) required, with coursework in business, economics, finance, marketing or related fields.
5+ years' experience working in direct business-to-business sales roles with a focus on serving customers in the Government segment
Ability to present high-level information as well as detailed demonstrations of products & services.
Demonstrated ability to lead complex sales cycles to successful conclusion through use of consultative selling techniques.
Excellent verbal/written communication and presentation skills.
Ability to interact with senior executives both internally and externally.
Ability to work both independently and within a team environment, with focus and high attention to detail.
#J-18808-Ljbffr
Customer Risk Mitigation Team Lead - Vice President
Remote or New York, NY Job
Job Title Customer Risk Mitigation Team Lead
Corporate Title Vice President
The professional will support the development and execution of the framework for escalating customers of concern that either drive or are involved in an Anti-Financial Crime (AFC) risk event (e.g., Suspicious Activity Report) and for determining the appropriate actions that should be taken with those customers. These actions include but are not limited to:
Increasing the customer risk rating;
Performing enhanced due diligence;
Performing enhanced and/or more frequent transaction monitoring;
Issuing customer restriction notices;
Restricting transactional flows
Further escalation to Global AFC where the client has a global relationship with the Bank; and
Exiting the customer relationship
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
What You'll Do
Managing and overseeing Customer Risk mitigation (CRM) team, including consideration and escalation of capacity or capability concerns to AFC Management
Overseeing CRM team Customer reviews including supporting QC of CRM team cases and escalating the customers and proposed actions to a Cost of Capital (COC) Suspicious Activity Report (SAR) WG led by AFC Management for review and decisioning;
Ensuring appropriate training delivered to CRM team new joiners or temporary resources; Overseeing and acting as point of escalation to interdiction list process
Proactively participate in and support the COC SAR Working Group with AFC teams and business partners , where relevant, to determine 1) if customer relationships require additional analysis considering AFC risk events, 2) if the customer requires escalation to Senior Management or other forums, and 3) what is the proposed action(s) that should be taken to manage the risk of the customer;
Partnering with the Business and Corporate Bank AFC Advisory to perform targeted reviews of correspondent bank customers when higher levels of AFC risk events occur; Disseminating customer risk information to various governance such as CBCRC, board reporting;
Participating in and ensuring there is alignment between business-owned forums and COCSWG; and Conducting customer reviews when prompted by Global AFC requests
How You'll Lead
An articulate and effective speaker and presenter
Ability to act decisively and manage multiple projects simultaneously
Robust, credible, and organizationally savvy, with an ability to grasp complex issues quickly
Skills You'll Need
Bachelor's Degree or equivalent; JD or MBA a plus
Advanced experience within the AFC function or in business line roles supporting the AFC program
Strong leadership experience and skills with deep knowledge of bank customers, products, and services
Skills That Will Help You Excel
Previous experience with regulators a plus, Highly experienced in leading and performing financial crime investigations
Skilled in multiple AFC programs (AML, Sanctions, ABC, Fraud), An articulate and effective speaker and presenter
Ability to act decisively and manage multiple projects simultaneously
Robust, credible and organizationally savvy, with an ability to grasp complex issues quickly, Able to work independently to manage projects and deliverables to completion
Strategically agile and possess excellent influencing and presentation skills for all levels of internal management
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York is $125,000 to $203,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
Associate Banker SAFE Act LO - C12 - WASHINGTON
Washington, DC Job
The Associate Banker SAFE Act LO is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
* Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients
* Partner with Banker on prospecting efforts prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
* Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
* Introduce Citi's value proposition to incoming employees at target firms
* Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business
* Leverage relationships to understand client needs and deepen Citi's relationships with existing client
* Construct and execute marketing campaigns around our unique and tailored product offerings
* Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients
* Provide complete service support to client, including solving complex client inquiries
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
* 3-7 years of relevant experience
* Prior experience in wealth management or other financial services roles preferred
* Ability to manage relationships both internal and external
* Ability to multi-task
* FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
Education:
* Bachelor's/University degree or equivalent experience
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Job Family Group:
Private Client Coverage
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Job Family:
Private Banker Support
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Time Type:
Full time
* -----------------------------------------------------
Primary Location:
Washington District Of Columbia United States
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Primary Location Full Time Salary Range:
$103,680.00 - $155,520.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Feb 27, 2025
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
2025 Global Technology - Software Engineering Internship Program
Remote or Randallstown, MD Job
External Description:
Global Technology Software Engineering Internship Program - Maryland
For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success.
We're seeking dedicated software engineers to help build the next generation of platforms and applications. If you are looking to design cloud- based architectures, deliver impactful user experiences across the web and mobile devices, and learn about the finance industry along the way, then we want you! This is a chance to create an impact on our business as a part of a broader technology transformation and gain experience in cloud-based solutions, data architecture, and business solution architecture!
Program Structure:
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our Global Technology organization and the clients we support. You will have the opportunity to work with the latest technologies and work with forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
Role Summary & Job Responsibilities:
You will be placed within a specific department within Global Technology. As a Software Engineering Intern you will:
Support part of the software development process: Design, develop, modify, adapt and implement short- and long-term solutions to information technology needs through new and existing applications, systems, databases and applications infrastructure
Review and interpret system requirements and business processes
Code, test, debug and implement software solutions
Recommend technical solutions based on partnership with our senior engineers
Implement automated testing
Work with existing data models and schemas
Apply strong logic and reasoning capabilities
Build industry knowledge to support the software development activities and understand the work of the team.
Areas of Interest:
Software Engineering (Java, JavaScript, Python, SQL, Git, CI/CD, Docker)
Mobile Application Development (iOS/Swift, Android/Java, Apple Testflight, Google Firebase)
Cloud Computing (Amazon Web Services: Development and Operations, Systems Administration, App Support)
Operating Systems (Linux)
Machine learning
Required Qualifications
Full time student pursing a bachelor's degree with an expected graduation date of December 2025 - May/June 2027.
Major: Computer Science, Computer Engineering, Mathematics, Engineering, Physics, or Data Science
Cumulative grade point average of at least 3.0 on a 4.0 scale
Actively seeks feedback and mentorship in order to improve technical skills (e.g., through submitting work for code or model review)
Demonstrate competence in at least one programming language or technology
A commitment to continuous learning and development
Enthusiasm for learning & results oriented
Stays current with many best-of-breed technologies
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status)
Opportunities are available in Owings Mills and Baltimore, MD.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to three days a week.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each.
Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone.
Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
City:
State:
Community / Marketing Title: 2025 Global Technology - Software Engineering Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
2025 Quantitative FI Investing Internship Program
Remote or Baltimore, MD Job
External Description:
Quantitative Fixed Income Investing Internship Program
For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success.
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our organization and the clients we support. You will have the opportunity to collaborate with the Fixed Income Quantitative Investments & Research team, which supports the expansion of the research group's analytical capabilities and activities. You will engage in analytical and quantitative projects alongside practitioners in the field who are forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to Associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups.
You will be placed into the Fixed Income Quantitative Investments & Research department for the duration of the 10-week program with exposure to a variety of areas:
Systematic and tactical alpha models
Quantitative trade idea generation
Optimization & Portfolio Construction
QM Portfolio Management
Analytical and Quantitative Research Projects
FINRA licenses are not and will not be supported for this role.
Required Qualifications
Full time student pursing a master's degree in a quantitative field with and expected graduation date of December 2025 - May/June 2026
Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming.
Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis
Minimum GPA: 3.5 Overall
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Opportunities are available in Baltimore, MD.
City:
State:
Community / Marketing Title: 2025 Quantitative FI Investing Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Assistant Trader - Parametric
Remote or Westport, CT Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit **********************
ABOUT PARAMETRIC
Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings.
This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week.
ABOUT THE ROLE
Provide portfolio, trading and client support to an established equity options and derivatives investment team; efforts ensure the development and retention of clients for the respective strategies.
PRIMARY RESPONSIBILITIES
* Assist portfolio managers/traders with day-to-day investment responsibilities, including facilitating trade processing and client requests.
* Work closely with portfolio managers/traders, investment strategists, technology, operations, and other team members on various tasks and projects to help service clients and improve the portfolio management/trading and client service functions.
* Maintain day-to-day relationships with a wide range of brokers, custodians, and vendors.
* Answer product and account specific questions from clients, Financial Advisors, and internal partners.
* Serve as a key liaison for continuous improvement efforts between the department and the company's internal sales and distribution teams, e.g., solicit feedback on what processes may need improvement, relay internal process changes and updates, etc.
* Gather, analyze and prepare data to create content and reports for client meetings and presentations, including the development and maintenance of marketing collateral.
* Over time, develop sufficient industry and product specific knowledge in order to conduct and lead calls with existing and prospective clients.
* Other responsibilities as assigned.
JOB REQUIREMENTS
* Bachelor's degree or equivalent work experience
* 1+ years of related industry experience (Financial Advisors, family offices or retail investors preferred)
* Knowledge or experience with options and/or derivatives
* Experience developing in Python or SQL is a plus
* Possess excellent communication, interpersonal and presentation skills
* Demonstrated problem solving and analytical skills
* Strong math orientation and quantitative ability
* Must be organized and able to handle multiple tasks, with high attention to detail
* Ability to work independently and collaboratively in a team environment
* Proficient with Microsoft Office and the ability to learn additional software programs
* Familiarity using Bloomberg terminal preferred
IMPORTANT NOTES ABOUT THE JOB
* Consistent with SEC regulations Parametric has a code of ethics that limits personal trading. If you actively trade your personal account, friends and family accounts you will be prohibited from doing so as an employee of Parametric.
Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Akamai WAF Technical Engineer - AVP
Remote or Cary, NC Job
Job Title Akamai WAF Technical Engineer
Corporate Title Assistant Vice President
We are seeking a highly motivated and experienced Web Application Firewall (WAF) Engineer to join our established security team. In this role, you will be responsible for all aspects of our WAF deployment, including design, implementation, configuration, optimization, and ongoing maintenance. You will work closely with other security and engineering teams to ensure the protection of our web applications from evolving cyber threats. You will be leaned on to liaise with other engineering teams to integrate the WAF solution seamlessly on premise and in the cloud.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
What You'll Do
Design, deploy, configure, and maintain WAF solutions to protect our web applications from various attacks, including OWASP Top 10 and Zero-Day vulnerabilities
Collaborate with application development teams to transition their apps behind the WAF. Then provide ongoing support as application design changes necessitate
Stay up to date on the latest WAF technologies, threats, and best practices
Participate in security assessments and penetration testing activities
Document WAF configurations, policies, and procedures and also create and maintain technical documentation
Assist with onboarding and training junior security engineers
Skills You'll Need
Bachelor's degree in computer science, Information Security, or a related field (or equivalent experience)
Moderate years of experience in information security and relevant years in Web Application Security
In-depth knowledge of WAF technologies and solutions (e.g., F5 BIG-IP WAF, Imperva Secure Sphere, Cloud flare WAF)
Strong understanding of web application security concepts (OWASP Top 10, Structured Query Language (SQL) Injection, XSS, etc.)
High level understanding of HTML concepts
Experience with network security concepts (firewalls, intrusion detection/prevention systems)
Skills That Will Help You Excel
Excellent problem-solving, analytical skills and strong communication and collaboration skills
Ability to work independently and as part of a team
Experience with scripting languages (Python, Bash) a plus
Experience with SIEM and security information and event management (SIEM) tools a plus
Security certifications (e.g., CISSP, CCSP) a plus
Expectations
It is the Bank's expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Cary, NC is $100,000 to $142,250. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: ***************************
Securitized Products Credit Analyst
Remote or Baltimore, MD Job
External Description:
The position will be responsible for analyzing and developing credit opinions on securitized transactions in one or more of the following markets: ABS, CLO, CMBS, and RMBS. The position will require analysis of financial, consumer and property market fundamentals, security level cash flows, ongoing security surveillance, the assignment of credit ratings, and trade recommendations that benefit T. Rowe Price portfolios. The analyst will be an integral part of the Securitized Products team at T. Rowe Price.
Responsibilities
1. Analyze and evaluate investment opportunities in the securitized products universe.
2. Analyze and recommend potential purchases and sales of securitized products securities to enhance portfolio performance. Conduct fundamental sector, market and security analysis, and combine relative value and strategy considerations in sector and security recommendations.
3. Analyze the fundamentals in covered sectors, including underwriting standards, prepayment and default forecasting, collateral market trends, macro developments and their impact on securitized credit securities.
4. Communicate and collaborate with various internal and external parties to develop well-researched, sound investment recommendations and sector theses. This position will interact most directly with internal peers who also cover securitized products. The role will also interact with Rating Agency analysts, external sector experts, T. Rowe Price Portfolio Managers, Equity and Credit analysts, and Quantitative analysts, among others.
Qualifications
Required:
College degree
Three + years of direct investment experience
Experience developing and maintaining reports and data
Basic understanding of financial accounting, derivatives markets and computer skills
Experience using Intex and Bloomberg
Strong written and oral communication skills
Strong decision-making and risk management background
Strong analytical skills
Collaborative, inquisitive and detail-oriented personality
Preferred:
Some knowledge and experience in RMBS and ABS credit
Advanced business degree is a plus
Chartered Financial Analyst designation preferred
Experience with data querying languages and tools
Knowledge of Excel VBA and/or Python
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Securitized Products Credit Analyst
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
2025 Global Compliance - North America Compliance Internship Program
Remote or Randallstown, MD Job
External Description:
For 86 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and associates and are focused on sustained growth and success.
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking, and application of your skills, you can add value in various ways to our firm and the clients we support. You will have the opportunity to work with practitioners in the field who are forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups, which advance diversity and inclusion efforts across the firm.
Groups within North America Compliance are responsible for identifying, measuring, and reporting on compliance matters related to personal trading, transaction processing, system reliability and stability, data integrity, marketing communications compliance, product development, fraud prevention, and policy reviews. They also take corrective action to resolve areas of noncompliance. Operational compliance staff work closely with other risk and compliance specialists internally and within the business units to control overall risk exposure. The North America Compliance Internship includes placement in one or many of our North America Compliance teams, including, Broker- Dealer Compliance, Fraud and Financial Crimes, Global Communications Compliance, Code of Ethics Administration, and North America Compliance - Trading and Investments
Responsibilities
Responsibilities may include:
Performing research and analysis, including interpreting large and complex data sets, to identify trends and exceptions and applying knowledge to prepare analyses and recommendations.
Partnering with Compliance resources and internal clients to identify areas of compliance program improvement, problem resolution, and following up as needed.
Assisting compliance team members in conducting testing of policies and procedures for an assigned business unit to determine if controls are sufficient.
Assisting with continuous improvement activities such as the analysis of exceptions and providing support for compliance reviews while seeking opportunities to increase process efficiency.
Qualifications
Required:
Full time student pursuing a bachelor's degree with an expected graduation date of May/June 2027
Preferred:
Open to all Majors but preference for legal studies, public policy or economics
Cumulative grade point average of at least 3.0 on a 4.0 scale
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days a week from home.
City:
State:
Community / Marketing Title: 2025 Global Compliance - North America Compliance Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Fixed Income - Quantitative Investment Analyst - Portfolio Construction
Remote or New York, NY Job
External Description:
Do you excel in quantitative portfolio optimization for bond funds? Have you consistently helped fixed-income fund managers create more efficient portfolios? Join T. Rowe Price-this role is for you!
Role Summary
The Quantitative Investment Analyst is an investment role within the Fixed Income division at T. Rowe Price. The role resides within the Fixed Income Quantitative Investments and Research (FI Quant) group, as part of the Portfolio Research Group. The Portfolio Research Group seeks to enhance portfolio risk-adjusted returns by applying quantitative methods to: (a) advise portfolio managers on position sizing and optimal combination of positions in portfolios; (b) advise portfolio managers on risks not immediately covered by standard models; (c) capitalize on long-term market inefficiencies and risk premia as well as capture value from shorter-term dislocations.
The team requires an experienced quantitative researcher to conduct analysis in applied portfolio construction. A successful candidate will frequently interact with Fixed Income portfolio managers and senior Fixed Income leadership to advocate for implementation of relevant ideas and methods in fixed income portfolios.
Responsibilities
Conduct quantitative research applied to US fixed income portfolios, involving sizing and combination of sectors, strategies and alpha signals, including off-benchmark segments
Integrate solid risk-awareness in portfolio construction models, accounting for risk in normal and stressed market environments
Proactively advocate for enhancing portfolio performance by applying appropriate quantitative methodologies and effectively collaborate with portfolio managers towards this goal
Work with Technology partners to productionize models
Qualifications
Required:
Degree in quantitative discipline. Master's or higher preferred
7+ years of investing experience
Experience and expertise in fixed income markets, securities, and derivatives instruments, especially instruments that involve credit risk.
Understanding of quantitative portfolio construction and optimization techniques
Proficiency with R or Python programming language
Ability and willingness to leverage AI tools available in the company to boost efficiency is highly valued
Familiarity with risk forecast models
Self-motivated, independent, detail oriented and intellectually curious
Strong communication skills, with ability to influence others. Creative problem solver
Preferred:
CFA designation
Experience with US Securitized products, especially Mortgage Backed Securities (Agency and Non-Agency)
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Fixed Income - Quantitative Investment Analyst - Portfolio Construction
Company Profile:
Location_formattedLocationLong: New York, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Intermediary Sales Consultant (B/D & DCIO) -San Francisco
Remote or California Job
External Description:
The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors. You work collaboratively to cover identified advisors based on their needs and/or refer them to external counterparts as appropriate. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Are you passionate about financial markets and sales?! If so, we encourage you read more and apply!
Responsibilities
Relationship Management - We work with assigned external sales partner in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner in elevating T. Rowe Price's brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors within their territories.
Business Development - You develop new business with your territory partner. You are collaborative in identifying sales opportunities, deepen overall territories, and independently sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.
Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.
Sales Support and Follow-up - In partnership with your external, you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: post face to face meeting follow-up emails and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings held by either the ISC or the external partner, coordination with Service team.
Travel/Client Facing Engagements - You will attend periodic conferences to represent the firm and to win leads for all territories. Regular territory travel with their territory partner is also required.
CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience
This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within first 3 months of hire if not currently held.
Preferred:
MBA, CFA, CFP, CIMA
Extensive knowledge of the financial service industry
Previous intermediary experience as well as strong product knowledge
A passion for keeping up to date in the economy and financial services industry
Strong consultative, client service, and relationship building skills
Strong interpersonal skills and ability to flex to the client
Motivated by a collaborative and driven environment
Flexibility and the ability to grow and change within an evolving organization
Proven results using a consultative sales process
Sophisticated presentation and communication skills
High attention to detail and documentation process
Work Flexibility
This role is eligible for remote work up to two days a week.
FINRA Requirements
FINRA licenses are required and will be supported for this role. (Refer to
Required Qualifications
)
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
City:
State:
Community / Marketing Title: Intermediary Sales Consultant (B/D & DCIO) -San Francisco
Company Profile:
Location_formattedLocationLong: California, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Senior Manager, Sales Data Strategy
Remote or Baltimore, MD Job
External Description:
The Senior Manager will be responsible for developing and supporting a comprehensive data strategy in line with overall business priorities and Sales Capabilities to lay the groundwork for the long-term vision of a data-driven organization. This person will help major business initiatives succeed by helping business partners in adopting and realizing the expected business value of internal and external data. In this senior position, you will work on "Client Master Data." focus area to establish strategic roadmaps, capability models, governance forums, and oversee execution of programs, initiatives, and protocols.
As part of Global Sales Management (GSM) Business Group, Senior Manager of Sales Data Strategy will work closely with the Sales Enablement (SE) and Sales Intelligence (SI) teams as well as the Chief Data Office (CDO) and interact with other departments within TRP Investment, including Global Marketing, Global Product, CFO/AUM, Investments Operations, and Global Client Account Servicing (GCAS). This person will work with sponsors in US Intermediaries (USI), Retirement Plan Services (RPS), and the Americas, Asia Pacific, and Europe (AAE) sales units to define, socialize, and measure outcomes for data initiatives, and to reach consensus on solutions that meet the needs of each segment while expanding scale and return on investment.
Responsibilities
To make more well-rounded judgments for our BU (Business Units) partners, it is important to encourage communication and collaboration among the GSM extended leaders in the areas where there is heavy engagement on data-related matters.
Tactical decisions should be made in close cooperation with all relevant parties to strike a balance between immediate needs for action and long-term strategic planning.
Assist with GSM and technology-wide data dependencies on critical business activities supported by Data Strategy.
Manage the alignment of sales processes (such as Opportunity Pipeline and at-risk; Segmentation and Tiering; Account Planning) with data needs (vendor/Partner data, internal TRP applications) unique to a given market or country, both in their present and desired states.
Collaborate with TRP's technological partners to create a shared understanding of how data will be used across departments and how it will be shared.
Work with other GSM employees, business partners, and technology partners to develop comprehensive guidelines for finding, using, and retiring external third-party data sets for use in furthering corporate goals.
Work with the Senior Manager of Data Governance and Operations to brainstorm ways to improve the efficiency of the operations team and implement new policies.
Work together on a unified implementation of processes and controls across the whole sales and client data lifecycle, from creation to consumption to integration to eventual disposal.
Spreads the gospel of established processes for tracking and reporting vital sales metrics so that more people can believe the numbers being reported.
Help the GSM team anticipate their future data requirements to reduce data duplication and increase data compatibility. Information security and privacy concerns are raised as appropriate.
All crucial data decisions (such as those involving data sourcing and mastering, data distribution, business rules, etc.) need to be evaluated against defined criteria that are in line with CDO principles and business strategy.
Provides instruction for less experienced professionals and supports employees in the fundamentals of data and data management.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
8+ years of total relevant work experience
Preferred:
Expertise in asset management, sales enablement technology, management consulting, or a closely related profession, as well as extensive expertise establishing and implementing a data strategy.
The proven ability of B2B sales data to generate meaningful business results
A deep understanding of business concerns, needs, and strategies coupled with strong business acumen, drive, and organizational skills.
Familiarity with important data management and analysis terms including "data lake" (mesh), "reference data," "market data," "business glossary," and "Master Data Management."
Prior expertise with relevant sales and analytical systems is preferred, specifically with Salesforce, Snowflake, Analytics tools (Tableau & Alteryx), and Decision models.
Proven ability to synthesize information and make recommendations that influence choices across business functions.
Ability to deal with data and to infer, interpret, and gain insights from it.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
City:
State:
Community / Marketing Title: Senior Manager, Sales Data Strategy
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Origination and Advisory - Investment Banker - Real Estate, Gaming, Lodging and Leisure (REGLL) - Associate
Remote or Columbus, NY Job
Job Title Origination and Advisory - Investment Banker - Real Estate, Gaming, Lodging and Leisure (REGLL)
Corporate Title Associate
Our Origination & Advisory business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offering consists of comprehensive financial advisory and capital raising services - including mergers & acquisitions (M&A), strategic advisory and defense, underpinned by experienced and successful debt and equity capital markets platforms. The Real Estate, Gaming, Lodging and Leisure (REGLL) franchise holds deep relationship with both corporate clients and financial sponsors supporting our leading position across M&A and capital markets. The unique platform helps us advise our clients on a wide range of corporate solutions and execute large, complex, cross-border and regional transactions.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
What You'll Do
Support execution of live transactions as a part of the REGLL coverage team, including preparation of detailed presentations and memoranda and analyzing the key attributes of client companies; develop materials for meetings with clients regarding mergers and acquisitions and capital market transactions
Apply advanced financial, economic, quantitative, and qualitative methods, and principles to evaluate and execute merger & acquisitions , debt financings and equity raising transactions
Build operating models and perform financial valuation such as such as DCF, transaction comparables, transaction comparables and leveraged buyout
Analyze and synthesize detailed corporate and financial information as well as conduct due diligence
Work and foster relationships with various product teams such as leverage debt capital markets, equity capital market, debt capital markets, cash management, foreign exchange, and interest rate, etc.
Keep up to date with various sector trends and transactions; issue final reports of client interactions and discussions to senior management and maintain ongoing communication; provide leadership, mentorship and training to analysts and interns
Skills You'll Need
Bachelor's degree with prior investment banking experience or MBA degree is necessary
Experience providing quantitative and analytical support for M&A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings), preferably in the real estate, gaming, lodging and leisure sector
Experience across various stages of a transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models and deal execution
Strong modeling and analytical skills with a proficiency in Microsoft Excel, PowerPoint, and Word
Prior experience in the REGLL sector is preferred, however not necessary
Skills That Will Help You Excel
Team player mentality and ability to effectively interact with a wide variety of internal groups and clients
Driven and highly motivated with and a passion for finance and the ability to manage multiple processes
Series 79, 63 licensing preferred
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $150K to $225K. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: ***************************
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice, please email ****************.
#LI-HYBRID
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.
Sr. Analyst, Investment Performance Analysis
Remote or Randallstown, MD Job
External Description:
Provides in-depth technical and broad subject matter expertise over critical and complex performance and statistical functions. Responsible for ensuring the accuracy in performance data generated by the function.
Responsibilities
Responsible for analyzing and defining business issues, opportunities, and enhancements and implementing solutions to improve reporting processes and technology. Leads complex projects to improve existing processes within the organization.
Utilizes knowledge and broad expertise to recommend and design solutions to complex business problems. Assists with the development and testing of performance systems.
Analyzes and reviews business requirements for complex projects. Leads work to determine feasibility of work and develops and manages project documentation, proposals, and business requirements and makes recommendation to managers and business partners based on findings.
Serves as an escalation point for any issues or questions that arise from a systems or business process perspective. Responsible for managing relationships with affected parties on progress or issues to ensure deadlines and expectations are met.
Responsible for using sound business judgment, technical knowledge, and project management experience in order to navigate institutional business lines, exercising influence and persuasion where appropriate.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
5+ years of total relevant work experience
Preferred:
CIPM, CFA or other relatable professional designation
Experience with a core Performance system (ex: Anova, FactSet) and Peer Universe Data Providers (Lipper & Morningstar)
Experience with vended market data procurement across major index providers, including familiarity with customization.
Advanced technical skills with Excel
Intermediate+ skill with SQL
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
City:
State:
Community / Marketing Title: Sr. Analyst, Investment Performance Analysis
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Associate Banker SAFE Act LO - C12 - WASHINGTON
Washington, DC Job
The Associate Banker SAFE Act LO is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients
+ Partner with Banker on prospecting efforts prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
+ Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
+ Introduce Citi's value proposition to incoming employees at target firms
+ Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business
+ Leverage relationships to understand client needs and deepen Citi's relationships with existing client
+ Construct and execute marketing campaigns around our unique and tailored product offerings
+ Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients
+ Provide complete service support to client, including solving complex client inquiries
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 3-7 years of relevant experience
+ Prior experience in wealth management or other financial services roles preferred
+ Ability to manage relationships both internal and external
+ Ability to multi-task
+ FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Private Banker Support
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**Time Type:**
Full time
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**Primary Location:**
Washington District Of Columbia United States
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**Primary Location Full Time Salary Range:**
$103,680.00 - $155,520.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Anticipated Posting Close Date:**
Feb 27, 2025
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** .
View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** .
View the EEO Policy Statement (************************************************************** .
View the Pay Transparency Posting (***********************************************************************************************
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Regional Sales Consultant (Internal Wholesaler)
Alliancebernstein Job In Nashville, TN Or Remote
Who You'll Work With:
The Team Overview (Client Group)
The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of four main areas:
Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth
Business Development is a conduit to the firm's investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education
Product Strategy & Development designs, develops and manages the firm's global lineup of investment services and considers clients' evolving needs to identify new opportunities
Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events.
The Strategic Sales & Service department is a critical function within our organization that is responsible for the sales and servicing of AllianceBernstein's mutual funds and separately managed account products, in direct partnership with our external sales force, in our U.S. Retail distribution channel. The department's primary objectives are to promote sales of the firm's proprietary investment services through third-party distribution channels while gaining a thorough understanding of client needs, assist in the development of relevant sales ideas, create outcome-oriented solutions for our clients and to support our clients in the development of sound business practices.
We are looking for a Regional Consultant for our Strategic Sales & Service department which is dedicated to supporting firm sales initiatives, client servicing and relationship-building efforts in partnership with an external wholesaler in an assigned territory. This is an opportunity to promote the sale of the firm's proprietary investment services through third-party distribution channels while gaining an understanding of client needs and assisting with development of relevant sales ideas. Over time this role helps prepare and develop an individual for potential external wholesaler or additional opportunities across the firm in areas across the Client Group and beyond. This position will offer a flexible working arrangement (hybrid of office and remote working days).
What You'll Do:
Specific responsibilities include but are not limited to:
Understanding our firm's mission and values as well as product offerings in the U.S. retail market
Working closely with external wholesaler to develop sales and servicing strategy in order to manage assigned sales region effectively
Making proactive servicing and sales calls to existing and prospective clients; receiving inbound calls from existing and prospective clients
Partnering with external wholesaler to ensure we maintain a high level of quality activity and take advantage of strategic opportunities
Supporting the external wholesaler to make sure we meet the expectations and execute the requests for our clients
Conducting competitive analysis to identify new opportunities and advance the sales process with existing opportunities
Periodic travel into sales region
What We're Looking For:
The ideal candidate should have:
Bachelor's degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience
Two years of financial industry experience is preferred
Client focus and detail oriented with a strong ability to multi-task and work under pressure in a fast-paced environment
Self-starter, strong analytical skills, and have an interest in mastering all aspects of the retail investment management business and capital markets
Comfortable working independently while also collaborating as part of a team
Registered with Series 7 & 63 or 66 licenses
Who We Are:
About AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
#LI-SB1
Nashville, Tennessee
Senior Client Account Manager - Retirement Plan Services
Remote or Randallstown, MD Job
External Description:
Develops procedures/standards for communication with assigned clients, which are generally complex or specialized and large, to meet or exceed their operational, administrative, and compliance needs.
Role Summary
Works directly with plan sponsors, plan administrator, advisor/agents and Third-Party Administrator's (TPA) to assist in managing their inquiries and activities on the Retirement Plan
Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well as TPAs and advisors as applicable
Grow and maintain operational and retirement plan knowledge to lead consultative administrative and operational calls as well as product and service campaigns
Will organize, facilitate, and present in meetings with clients (in-person or virtual)
Uses creative problem solving and effective communication to navigate complex situations with internal/external business partners
Leverages effective planning and organizing skills to maintain plan oversight and complete service needs for clients
.
Responsibilities
Requires working and conceptual knowledge in their own job discipline
Performs a range of assignments related to a job discipline
Accountable for their own work and effective coordination of process and information with others
Works independently, within guidelines and policies for ongoing work; may receive general guidance on new assignments
Maintains communication with assigned clients to meet or exceed their operational and administrative needs
Regularly consults with assigned clients to maintain a positive relationship and proactively uncovers ways to improve the daily operations of the plan
May support development of a service strategy, depending upon the client complexity and retention risk
Responsible for a wide variety of basic or more complex or specialized activities relating to the operations of the client's plan
May provide work direction to more junior team members and partners with other staff as necessary to develop and implement solutions
Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience. Helps develop and implement process improvements
Resolves moderately complex or specialized client issues; conducts research and reporting to resolve these issues
Escalates highly complex issues to management or senior staff
Works with internal business partners and clients on adoption of new products, platforms, and services
Completes campaigns in a timely manner, frames client and T. Rowe Price benefits, and works to gain client adoption
Travels and presents at client sales and rebid meetings
Works with internal partners on best practices and service value to position to win
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
5+ years of total relevant work experience
Preferred:
Client facing experience
Retirement Plan/ 401(k) knowledge
Experience interpreting data for annual Non-Discrimination Testing and annual IRS Form 5500, IRS Form 5558 filing and plan audits
TRAC or OMNI Recordkeeping system knowledge a plus
Effective presentation skills
Strong written and verbal communication
Research and problem-solving skills
Project Management knowledge a plus
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Senior Client Account Manager - Retirement Plan Services
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.