Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement.
ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions.
* Provides client support and customer service for daily client inquiries through both verbal and written communication.
* Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction.
* Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues.
* Excels in high-pressure, fast-paced environments.
* Participate and engage in open knowledge sharing with colleagues.
* Provide clear participant guidance, employer communications, retirement education sessions, and collaterals.
* Must possess emotional intelligence and the ability to simplify complex retirement concepts to non-experts.
* Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps.
MANAGEMENT RESPONSIBILITIES (NONE)
REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS
* At least 3+ years of experience working in a related position in the retirement services sector
* Proven relationship management experience
* Demonstrated project management skills
* Solid MS Office skills to include Excel
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE
* Bachelor's degree in a business-related field or industry experience
* DST experience
PROFICIENCIES
* Diversity and Inclusion
* Creative Problem Solver
* Proven fiduciary judgment and ethical decision-making
* Strong organizational skills with an ability to juggle compliance, communication, and operations
* Tech-savvy with ability to learn and manage recordkeeping platforms
* Confident communicator, both in writing and in-person presentations
* Collaborative mindset and ability to work with diverse stakeholders
TRAVEL: Up to 10%
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice.
The national average salary range for this role $60-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$60k-80k yearly 26d ago
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Intern, FuturePlan
Ascensus 4.3
Ascensus job in Woodcliff Lake, NJ
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Job Description
The intern role is designed to give students the opportunity to apply classroom theory to "real world" situations thus enhancing the students' academic and career goals. Practical experience via a program project allows a student to gain knowledge and develop transferable skills, including researching, writing, organizing data, and presenting. Interns are assigned to specific teams with defined responsibilities and may be involved in a program project involving other interns. Administrative responsibilities make up a small part of the position as well.
Essential Duties and Responsibilities:
• Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client
• The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture
• Partner with team mentor for day to day assignments to meet deadlines and deliverables related to projects and or weekly goals
• Demonstrate the highest level of professionalism, which includes arriving on time for designated work, notifying your leader of any deviations from the established schedule, and dressing to the standards of the organization and the work being performed.
• Adherence to the organization's policies and procedures
• Communicating effectively with peers, leaders, assigned program mentor, and all associates within the organization; accept and apply critiques and suggestions to daily work in an effort to become more productive and/or efficient
• Partnering with project team members (if applicable) on research, development, and final presentations on project finding and recommendations for the overall success of the experience
Minimum Requirements:
• Business, Finance, Economics, Accounting, History majors preferred but not limited to these areas of study, with proficiency in Microsoft Office applications
* Strong excel skills, including Macros, Vlookup & Pivot table a must
• Attention to detail, the ability to multi-task
• Excellent communication skills (written and verbal)
• Ability to analyze data
• Commitment to quality and focus on data/research integrity.
• Comfortable with learning systems, spreadsheets etc related to primary internship assignment
• Analytical and problem resolution skills
• Ability to work independently with minimal direct supervision
• Must be detail oriented and be able to work well under pressure with multiple priorities and deadlines.
We are proud to be an EEO employer M/F/D/V.
The national average salary range for this role is $16-18/hour in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$16-18 hourly Auto-Apply 5d ago
Sales Associate
Institutional Shareholder Services 3.9
Red Bank, NJ job
Let's be #BrilliantTogether
ISS Stoxx is hiring! The ISS MI Sales team is looking for a sales professional with experience in new business development for SaaS-based data and analytics solutions within the financial services or insurance industries. If you thrive in a fast-paced environment and are eager to advance your career, this opportunity could be a perfect fit.
In this role, your primary focus will be selling to companies in the financial markets, including asset managers, insurance companies, broker-dealers, and financial service firms. By cultivating and growing relationships with senior-level decision-makers, you will leverage solution-based selling techniques to showcase the value of ISS Market Intelligence's solutions and services. Your goal will be to provide thoughtful recommendations that help clients achieve meaningful business outcomes.
RESPONSIBILITIES:
Driving enterprise (or new logo) sales process from identification to proposal to negotiation to close within assigned territory
Achieve sales goals through the prioritizing your activity and sales pipeline.
Partnering with your network to develop and deliver tailored business cases demonstrating the value or ROI for our solutions
Presenting solution benefits through in-person visits at prospect offices, industry conferences, and via web-based demonstrations
Working hand in hand with our Inside Sales Representatives and Marketing team to ensure a seamless transition from lead generation to sales close
Maintaining a thorough working knowledge of the benefits and pricing for all solutions and services offered by ISS Market Intelligence and our competitors
Leveraging Salesforce.com to effectively capture all important insights, notes, and context from in-person meetings, calls, and emails to drive effective forecasting and management of your sales pipeline
Staying current on industry trends and developing in-depth knowledge of clients and their unique needs to enable you to effectively educate them about how ISS Market Intelligence solutions and services will help them profitably manage and transform their businesses
QUALIFICATIONS:
Bachelor's Degree from an Accredited University or equivalent industry experience
3-7 years of enterprise sales experience, including experience selling software solutions or data to financial institutions
Ability to network and build relationships with senior leaders at top global asset managers, wealth management and insurance providers
Proven experience in a high velocity sales environment with a multi-task ability
Experience identifying prospect needs and concerns
Strong written and oral communication, presentation, and organizational skills
In-person and virtual presentation skills, with ability to navigate multiple web pages and programs seamlessly
Exudes professionalism, and demonstrates analytical and conceptualization problem-solving skills
Ability to engage with prospects to learn critical information about their businesses and then provide analysis of complex business issues to drive adoption of solution and services
Ability to work well and creatively under pressure and with deadlines
Strong ability to learn new business, data and technology concepts
ADDITIONAL SKILLS, KNOWLEDGE & ABILITIES PREFERRED
Experience with Salesforce.com
Understanding LinkedIn.com and how to leverage it to build networks and pipelines.
Familiarity with core Microsoft Office software, including PowerPoint, Excel, Word, and Outlook
The expected base pay range for this role based in Red Bank, NJ is $67,500- $80,000 per year. Exact compensation may vary based on skills, experience, and level of education. The role is bonus or incentive eligible.
#LI-JB1 #MIN #ASSOCIATE #SALES
What You Can Expect from Us
At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow-professionally and personally.
Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.
Let's empower, collaborate, and inspire.
Let's be #BrilliantTogether.
About ISS STOXX
ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit.
ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.
Visit our website: *****************************
View additional open roles: *****************************/join-the-iss-team/
We are proud to offer the following featured benefits
Medical, Dental, and Vision coverage
401(k) with a company match up to 9%, including a Safe Harbor contribution
Flexible Spending Account (FSA) and commuter benefit programs
Generous paid time off
Volunteer Day
Paid parental leave
Hybrid working options
Institutional Shareholder Services Inc. (ISS) is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. For more information, please view *******************************************
ISS is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. ISS is also committed to ensuring equal opportunity in employment for qualified person with disabilities. ISS prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact ISS_Careers_Accommodations@issgovernance.com. This email is created exclusively to assist disabled job seekers where disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages sent for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response.
$67.5k-80k yearly Auto-Apply 60d+ ago
HR Product Portfolio & Experience Associate Director
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Human Resources is a strategic partner to the business, dedicated to managing DTCC's human capital initiatives, sustaining a work environment that promotes excellent performance across the organization and developing and retaining a global workforce that contributes to DTCC's strategy and business imperatives.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
Being a member of the Human Resources team, the HR Product Portfolio & Experience Associate Director owns and drives the HR Products & Digital Services portfolio from a business perspective, ensuring initiatives are strategically aligned, prioritized, and designed around a modern, employee-centric experience. This role serves as HR's senior product/portfolio leader and functional architect, partnering with HR leadership and Technology to deliver scalable, innovative solutions that enhance workforce experience and operational efficiency.
Your Primary Responsibilities:
Product & Experience Strategy:
Define and evolve the strategy and multi-year roadmap for HR Products & Digital Services (systems, tools, and self-service experiences) aligned to HR and firm priorities.
Apply design thinking (journey maps, empathy maps) to create seamless, end-to-end experiences for employees, managers, and HR teams.
Portfolio Governance & Prioritization:
Own the intake, evaluation, and prioritization framework for HR technology and digital initiatives.
Maintain a transparent portfolio view (demand, dependencies, risks, value realization) and provide actionable recommendations to HR leadership.
Solution Design & Delivery:
Translate HR business needs into clear product requirements and high-level solution designs; ensure scalability, automation, and alignment with HR service model.
Partner with IT and vendors to ensure timely, cost-effective delivery of solutions.
Stakeholder Engagement & Change Leadership:
Act as HR's primary business counterpart to Technology for HR Products & Digital Services.
Facilitate design workshops, influence decision-making, and lead communication/adoption strategies for new solutions.
Measurement & Continuous Improvement:
Define success metrics (experience, efficiency, risk reduction) and use data-driven insights to optimize products and processes.
Mitigates risk by following established procedures and monitoring controls, spotting key errors and demonstrating strong ethical behavior.
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications:
Minimum of 8 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
Experience as a Product Manager and/or Product Owner, ideally working on HR technology or other enterprise, employee-facing digital products.
Background in portfolio, program, or project management, including prioritization, roadmapping, and leading cross-functional initiatives.
Expertise in process and experience design, such as creating journey maps, process maps, service blueprints, or using design thinking methods.
Strong business analysis capabilities, with the ability to translate complex HR or business needs into clear requirements, user stories, and solution concepts.
Experience partnering closely with Technology/IT teams to shape scalable, feasible, and user centric solutions.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$90k-118k yearly est. Auto-Apply 5d ago
Registered Client Service Associate
Ameriprise Financial 4.5
Florham Park, NJ job
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities:
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications:
Bachelors degree or equivalent.
3 - 5 years relevant experience required.
Series 7 or ability to obtain within 150 days.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
Experience working in a client service environment.
Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.
Preferred Qualifications:
State IAR registration (S65 or S66) or ability to obtain within 150 days.
Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated hourly rate for this role is $30.81 - $42.35 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AAG Ameriprise Advisor Group
$30.8-42.4 hourly Auto-Apply 32d ago
Lead Scrum Master
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
The IT FinSight Delivery department supports the development & testing needs of multiple DTCC core business lines. The Lead Scrum Master is responsible for facilitating and coaching, guides a cross-functional team in using the Scrum framework for software development within an Agile environment. They ensure the team follows Scrum principles and practices, fostering a collaborative and efficient environment for delivering high-quality products. The Scrum Master is a leader who empowers the team to be successful within the Scrum framework, focusing on efficiency, collaboration, and continuous improvement.
Your Primary Responsibilities:
The Lead Scrum Master guides assigned teams in the use of the Scrum framework including the adoption and continuous improvement of Agile practices.
Collaborate with Product Owners, Business Analysts, Testers, and Dev teams to ensure alignment and delivery.
The Lead Scrum Master creates and maintains Jira projects and is responsible for tracking and reporting on team commitments as well as resolving (or assisting in resolving) risks, issues, and dependencies.
The Lead Scrum Master is critical in identifying and driving standards and best practices within the squad.
Develop and maintain detailed project plans, timeline and budget.
Ensure compliance with financial industry regulations, data security standards, and internal process governance.
Qualifications:
Minimum of 6 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
Certified Scrum Master (CSM), PMI-ACP, or equivalent required
Strong understanding of Agile frameworks (Scrum, Kanban, SAFe)
Experience working in software application development, digital transformation and cloud migration projects.
Experience with tools such as Jira, HP PPM, MS Office tools.
Familiarity with financial systems and risk management practices.
Excellent communication, facilitation, and stakeholder management skills.
FinTech industry work experience is a plus.
Ability to manage multiple priorities in a fast-paced, high-stakes environment.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$97k-128k yearly est. Auto-Apply 47d ago
HR Operations Executive Director
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Impact you will have in this role:
The Executive Director of HR Operations designs and optimizes HR processes to ensure efficiency, compliance, and alignment with organizational goals. This role drives execution across onboarding, offboarding, and HR systems through standardized workflows, automation, and strong controls, delivering consistent, scalable, and compliant operations that reduce risk and enable continuous improvement. This leader ensures employee transitions are managed through well-defined, technology-enabled processes that accelerate productivity and maintain security and compliance. By integrating workflows and applying rigorous governance, the role enhances operational reliability while supporting a seamless employee experience. Partnering with senior leaders across HR, Global Security Management, Corporate Procurement, Technology, Workplace Services, and business units, the Executive Director establishes governance frameworks, clarifies process ownership, and deploys automation to streamline operations and maintain data integrity throughout the employee lifecycle.
Key Responsibilities
Strategic Leadership
Develop and execute an HR operations strategy aligned with business objectives and workforce lifecycle needs.
Partner with senior leadership to ensure processes support organizational growth and transformation.
Champion technology enabled initiatives that enhance scalability and operational efficiency.
Operational Excellence
Oversee end-to-end HR processes, including onboarding, offboarding, and employee data management, ensuring consistency and compliance across global operations.
Implement standardized workflows and strong controls to deliver efficient, risk-mitigated operations.
Design and maintain structured programs that accelerate new hire integration and productivity while managing departures with professionalism, compliance, and security.
Integrate technology solutions to streamline processes and improve accuracy, efficiency, and employee experience.
Compliance & Governance
Ensure adherence to labor laws, data privacy regulations, and internal policies.
Maintain audit readiness and implement risk mitigation strategies, including management of system access during offboarding.
Leadership & Metrics
Lead and develop HR operations team, fostering a culture of accountability and continuous improvement.
Establish clear performance metrics and service-level agreements to measure operational effectiveness and performance, leveraging data-driven insights to refine processes.
Champion an integrated workforce lifecycle approach that delivers a seamless, complaint, and engaging experience from entry to exit.
Talents Needed for Success:
Strategic and systems thinking with strong business acumen
Operational excellence and continuous process improvement
Data-driven decision-making and analytical rigor
Inspirational leadership with proven cross-functional collaboration skills
Change management expertise and adaptability in dynamic environments
Strong cultural ambassador and trusted relationship-builder
Qualifications
Education
Bachelor's degree in Business Administration, Operations Management, Risk Management, or a related field (Master's degree preferred).
Experience
15+ years of progressive leadership experience in operations, governance or risk management roles.
Proven track record of driving process efficiency, operational excellence, and compliance in complex, global environments.
Experience leading large-scale process transformation and automation initiatives.
HR operations experience is a plus but not required; strong ability to learn and adapt to HR-specific processes.
Skills & Leadership Attributes:
Strong operational mindset with expertise in workflow design, process optimization, and technology integration.
Demonstrated ability to lead cross-functional teams and influence senior stakeholders.
Exceptional analytical and data-driven decision-making skills to measure performance and identify improvement opportunities.
Proficiency in leveraging technology platforms and automation tools to streamline operations.
Inspirational leader who fosters accountability, collaboration, and continuous improvement.
Strong cultural ambassador with the ability to build trust and relationships across diverse teams.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$119k-173k yearly est. Auto-Apply 38d ago
Records Management Director
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive.
Comprehensive health and life insurance and well-being benefits, based on location.
Pension / Retirement benefits.
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The impact you will have in this role:
Being a member of the General Counsel's Office, the Records Management Director is responsible for leading the Records Management Team, directing day-to-day activities required to maintain DTCC's Global Records Management Program (the “Program”), including creating and retaining controls and processes that support DTCC's adherence to applicable legal and regulatory requirements as they relate to all lines of business and functional areas across DTCC and its subsidiaries globally. This involves leading risk-based monitoring and testing, promoting Program awareness through training and communications, and supporting efforts to design and maintain the tools needed to lead the Program. The Director also assists in the preparation of reports on the status of the program to Board, Committees and senior management. The candidate must have strong communication skills with the ability to articulate problems and solutions through concise and clear messaging and have demonstrated the ability to assess complex issues and structure potential solutions to drive resolution with senior partners.
Your Primary Responsibilities:
Lead the Records Management Team in the development, maintenance and continuous enhancement of policies, procedures, processes and tools that support compliance with applicable legal and regulatory requirements.
Oversee risk-based monitoring and testing of technology conducted by the team to assess the effectiveness of controls.
Direct efforts to promote Program awareness and educate staff on relevant developments and initiatives through ongoing training, communications and educational resources.
Organize enterprise-wide initiatives designed to support Program compliance, and the identification and remediation of gaps.
Maintain a comprehensive understanding of laws, regulations and requirements applicable to records management and resulting controls that enable compliance.
Monitor and evaluate the impact of changes in technology, third party engagements, regulatory developments and record ownership on the Program.
Assess coverage of requirements, scope of monitoring and the current state of the Program periodically.
Partner with business and functional areas to assist with developing compliant requirements, controls and processes.
Work with leaders throughout the organization to provide guidance on adherence to the Program, gap remediation and support to address issues involving records management.
Support applicable business and functional areas with addressing records management-related requests received during internal and external audits/reviews, regulatory examinations, inspections, reporting and inquires.
Communicate key Program statuses, issues and key risks via maintenance and production of Board, Committee and Management reporting of compliance program effectiveness, issues, and key metrics.
Participate in technology and data-related working groups and governance structures.
Effectively challenge the business areas' records management-related processes and controls, based on analysis of regulatory issues, metric performance and internally identified issues.
Oversee the collection and quality assurance of management information reported in compliance management dashboards.
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications:
Minimum of 10 years of financial services industry experience in audit, risk, compliance, regulatory or data management functions
Bachelor's degree required; advanced degree and/or certification a plus (e.g., Information Governance or Artificial Intelligence)
Talents Needed For Success:
Proven leadership and project management skills with experience leading enterprise-wide programs
Excellent technical, analytical, problem solving, decision-making and investigative skills
Ability to manage multiple priorities across varying functions
Strong interpersonal, presentation, organizational and communication skills.
Knowledge of laws, rules, regulations impacting a clearing agency and/or self-regulated organization
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations
.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$118k-149k yearly est. Auto-Apply 20d ago
Corporate Actions IC Associate (Stock Dividends)
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
Being a member of the Stock Dividends Team, the IC Associate will be accountable for ensuring that operational procedures are followed, and fundamental business and interpersonal skills are fostered within the team. DTC's Stock Dividends Department announces, processes, and allocates various dividend and interest payments on behalf of its participants with securities in DTC custody. In addition, the IC Associate will work with colleagues globally to ensure the seamless delivery of operations including collaboration on the day-to-day completion of work.
This role is for an IC Associate in the Stock Dividends team.
Your Primary Responsibilities:
Executes on operational processes by following documented procedures and job aides, able to make suggestions on improving process and efficiency. Processes specialized workflows, resolves exceptions, assists with complex inquiries.
Takes ownership of workload, ensures deliverables are met in line with procedures, metrics, and benchmarks; while adhering to critical timeframes; ability to manage competing priorities.
Builds knowledge of department controls. Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk, escalates appropriately.
Maintains a steadfast focus on client service, including responding to inquiries timely and accurately, resolving issues promptly.
Builds and maintains strong relationships with internal and external stakeholders to facilitate issue resolution, process improvements, and risk reduction.
Demonstrates effective communication skills, active engagement in meetings and displays a curiosity to learn and grow; accepts feedback given and applies to role.
Facilitates training sessions for junior team members as directed by management.
Participates in projects and initiatives.
Aligns risk and control processes into day-to-day responsibilities to monitor and mitigate risk; escalates appropriately
Qualifications:
Minimum of 2 years of related experience
Bachelor's degree preferred or equivalent experience
Collaborates well within and across teams.
Communicates openly with team members and others.
Works with the team to review deliverables and ensure quality and accuracy.
Adheres to established rules and procedures when performing work.
Talents Needed for Success:
Foster an environment where integrity and transparency are encouraged
Stays current on changes in their specialist area and seeks out learning opportunities to ensure knowledge is up to date
Strong time management and organizational skills
Excellent communication and interpersonal abilities
Collaborates well within and across teams.
Works with the team to review deliverables and ensure quality and accuracy.
Ensure expected quality standards are met consistently
Minimizes risks associated with departmental projects by observing established instructions and processes
Adheres to established rules and procedures when performing work.
Proficiency in workflow management tools such as Salesforce, BPM, Power BI/Automate, Appian, etc.
Flexibility to respond to changing project requirements, client priorities, and organizational best practices
We offer top class training and development for you to be an asset in our organization!
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$111k-152k yearly est. Auto-Apply 39d ago
Lead Business Systems Analyst
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
Being a member of IT CSS-WRAFT Delivery team, the Business Systems Analysis role specializes in acting as the main interface between Technology and specific business / product areas, identifying, documenting and analyzing business requirements, creating detailed project and process specifications, coordinating with project teams and crafting functional specifications for the project's development teams.
Your Primary Responsibilities:
Produce functional specifications by analyzing business requirements, constructing workflow charts and diagrams
Lead workflow design and contribute to user experience design, where applicable
Collaborate with project team, product management, and stakeholders on assigned aspects of the project
Review estimates of resource needs and schedule of work with related collaborators
Provide guidance to team members by elaborating the vital details required through all phases of projects
Provide input to developers and Test Engineers to ensure System Integration and User Acceptance Test scripts properly reflect business and functional requirements
Participate in reviews of SIT results and defect reviews; support user acceptance testing as needed
Contribute to system documentation under company-specific procedures and standards
Recommend controls by identifying gaps and designing solutions to automate manual processes
Aligns risk and control processes into day to day responsibilities to supervise and mitigate risk; calls out concerns appropriately
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications:
Minimum of 6 years of related experience
Bachelor's degree preferred and/or equivalent experience
Talents Needed for Success:
6+ years of industry experience in a technology environment with a record of successfully delivering sophisticated products
Ability to read and understand programming languages
Strong verbal and written communications skills, ability to quickly master new systems and/or processes, capacity to stay organized while managing competing priorities
Hands on experience in developing technical roadmaps, story outlines, writing user stories, refining product backlogs, and coordinating/prioritizing conflicting requirements in a fast-paced, changing environment
Detail- and results-oriented, able to analyze data to justify product decisions and apply key lessons.
Ability to thoroughly understand sophisticated business and technical issues and influence decision making
Ability to plan for and review technical programming specifications
Ability to apply knowledge of multidisciplinary business principles and practices to achieve successful outcomes in multi-functional projects and activities
Consistently uses communications skills to influence outcomes
Ability to influence others without authority to get things done in a timely fashion
Ability to balance multiple priorities and meet deadlines
Solid understanding of agile development practices, methodologies, and tools
Develops a culture where honesty and clarity are expected.
Knows the latest on changes in their own specialist area and seeks out learning opportunities to ensure knowledge is up-to-date.
Invests effort to individually coach others.
Builds collaborative teams across the organization.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$108k-136k yearly est. Auto-Apply 31d ago
Business Analysis Senior Associate
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The impact you will have in this role:
Being a member of the Enterprise Digital Solutions (EDS) Team, the Business Analyst will assist in translating the vision into a roadmap made up of squad deliverables to achieve the business strategy while enhancing value to the client. This is done through leading scope and the product backlog in collaboration with the squad, Product Manager, key stakeholders (internal and external to EDS), and clients / end-users (targeted personas).This role will support design thinking and process and decision modeling using compliant automation methodologies and tools. In addition, the Business Analysis Senior Associate will create process documentation to support process reimagination and deliver best in class client experience by incorporating customer journeys across our product portfolio.
Your Primary Responsibilities:
Requirement Gathering & Analysis:
Collaborate with partners across operations and technology to elicit, analyze, and document business requirements
Facilitate workshops, interviews, and brainstorming sessions to understand business needs
Translate business needs into clear, concise user stories, acceptance criteria, and process flows
Agile Product Development Support:
Act as a bridge between business and development teams, ensuring alignment on goals and priorities
Participate in daily stand-ups, sprint planning, reviews, and retrospectives
Continuously refine and prioritize the product backlog in collaboration with Product Owners and Scrum Masters
Process Improvement & Optimization:
Analyze current operational workflows and identify opportunities for automation, efficiency, and scalability
Recommend and design technology-enabled solutions that align with strategic goals
Support change management efforts by documenting impacts and training needs
Solution Design & Validation:
Work with testers and developers to ensure technical feasibility of proposed solutions
Assist in designing wireframes, prototypes, and mockups when needed
Support UAT (User Acceptance Testing) by defining test scenarios, validating outcomes against requirements and ensuring users complete validation on time
Stakeholder Communication & Reporting:
Provide regular updates to stakeholders on progress, risks, and issues
Build and maintain dashboards, reports, and documentation to support transparency and decision-making
Ensure traceability of requirements from inception through delivery
Accountable for successful delivery of requirements in production
**NOTE: The Primary Responsibilities of this role are not limited to the details above**
Qualifications:
Minimum 7 years of related experience
Bachelor's degree (preferred) or equivalent experience
Talents Needed for Success:
7+ years of experience in business analysis, preferably in operations and technology domains
Hands on experience related to Agile methodologies (Scrum, Kanban) is a must have for this role
Proficiency in JIRA, Visio, Power point and Excel is a critical requirement for this role
Excellent communication, facilitation, and stakeholder management skills. Ability to create crisp presentations, status decks for the body of work being supported
We offer top class training and development for you to be an asset in our organization!
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$113k-166k yearly est. Auto-Apply 60d+ ago
Executive Director Enterprise Software Testing Strategy & Solutions
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
We are seeking an innovative, senior-level Executive Director to lead and shape our enterprise-wide IT infrastructure and resiliency testing strategy. This role will ensure seamless alignment with organizational objectives, regulatory standards, and risk management frameworks. The successful candidate will provide strategic oversight for testing methodologies spanning private cloud, network infrastructure, cloud platforms, and hybrid environments, driving excellence and resilience across our technology landscape.
Your Primary Responsibilities:
Resilience and Reliability Leadership: Architect and execute a comprehensive resilience testing strategy across all layers of the technology stack, including infrastructure, platforms, and application across all hosting environments (on-premises data centers, private clouds, or public cloud platforms). Oversee the adoption and integration of reliability practices such as chaos engineering, automated failover, and service-level objective (SLO) monitoring to ensure robust resilience and reliability throughout the entire technology landscape.
Automation & Tooling: Lead the implementation of advanced automation frameworks and resilience testing tools, embedding them within CI/CD pipelines and cloud deployment workflows.
Metrics & Analytics: Define, track, and report on resilience metrics (e.g., recovery objectives, system availability, fault tolerance) to drive continuous improvement and proactive risk mitigation.
Innovation & Emerging Technologies: Pilot and scale the use of AI/ML-driven tools for predictive resilience analytics, anomaly detection, and automated vulnerability assessment across both private and public cloud.
Best Practices & Governance: Establish and promote enterprise-wide best practices for resilience testing, leveraging open-source frameworks, commercial offerings and cloud provider solutions.
Collaboration & Change Leadership: Partner with senior leaders in Application Delivery, Architecture, Platform Engineering, and Security to embed resilience thinking into the software development lifecycle and foster a culture of reliability.
Talent Development: Build and lead a high-performing, diverse, and globally distributed team of resilience and quality engineering experts.
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Key Skills
Deep expertise in software engineering, infrastructure, and architecture, with proven leadership of quality engineering or similar functions-ideally within financial services or other highly regulated industries.
Deep expertise in resilience engineering, infrastructure and reliability testing, for both on-premises and cloud-native architectures.
Proven experience with chaos engineering, and automated resilience validation in large-scale organizations.
Strong background in infrastructure-as-code (IaC), automation, and container orchestration (e.g., Kubernetes).
Skilled in leveraging AI/ML for predictive analytics and anomaly detection related to system resilience.
Familiarity with security, compliance, and risk management practices for on-premises and public cloud implementations.
Demonstrated ability to drive organizational change and influence at all levels.
Experience hiring, developing talent, and leading a diverse, globally distributed, and inclusive team recognized for delivering results, intellectual horsepower, and collaboration.
Clear and strategic vision before the art of the possible. Proven ability to execute with urgency and pragmatism in the current environment.
Demonstrable ability to create, communicate and ‘sell' compelling strategies at all levels of the organization. Highly effective at building, nurturing and leveraging relationships.
A change agent with demonstrated ability to develop and implement strategic and tactical plans.
Leadership Expectations:
Champion Inclusion: Embrace Individual differences and create an environment of support, belonging and trust. Invite every voice, every day.
Communicate Clearly: Listen to understand, ask questions for clarity and deliver messages with purpose. Be intentional to ensure your message is understood.
Cultivate Relationships: Show care and compassion for others and authentically build networks across functions. Partner up, down, and across to enable enterprise results.
Instill Ownership: Ensure accountability, manage execution, and mitigate risk to deliver results. Be proactive to make a positive impact.
Inspire Growth: Develop yourself and others through coaching, feedback and mentorship to meet career goals. Build capabilities of others, strengthen our organization.
Propel Change: Think critically, respectfully, challenge, and create innovative ways to drive growth. Be bold and challenge yourself to make things better.
Qualifications
Minimum of 15 years of relevant experience in infrastructure, software, quality, or resilience engineering.
Bachelor's degree preferred or equivalent experience.
Track record of leading resilience-focused transformation programs in complex, regulated environments.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$132k-167k yearly est. Auto-Apply 4d ago
Application Support Engineer/ Production Support Engineer
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The impact you will have in this role:
Being a member of the Application Support Engineering team you will specialize in maintaining and providing technical support for all applications that are beyond the development stage and are running in the daily operations of the firm. Works closely with development teams, infrastructure partners, and internal / external clients to raise and resolve technical support incidents.
Your Primary Responsibilities:
Apply ITIL Change, Incident, and Problem Management processes to maintain operational stability.
Lead Major Incident calls, engage appropriate teams, and drive root cause analysis for critical production issues.
Troubleshoot and debug complex system components in highly regulated environments spanning on-prem and cloud applications.
Analyze application designs and provide feedback on gaps or optimization opportunities.
Participate in Disaster Recovery / Loss of Region events (planned and unplanned), ensuring compliance and evidence collection.
Contribute to Monthly Service Reviews (MSR) with development partners to review KPIs.
Collaborate across teams to resolve application issues and provide input during design and development stages.
Support audit requests by providing documentation and evidence promptly.
Plan and implement certificate creation/renewals.
Create, modify, and monitor dashboards to improve observability and proactively detect issues.
Capture and analyze project requirements, translating them into technical specifications.
Resolve critical application alerts and production defects, providing business impact analysis.
Review and update knowledge articles and runbooks with development teams.
Identify and implement automation opportunities to reduce manual monitoring efforts.
Execute pre-production/production code deployment plans and vendor application upgrade processes.
Align risk and control processes into daily responsibilities to mitigate operational risk.
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications:
Minimum of 6 years of related experience
Bachelor's degree preferred or equivalent experience
Required Skills
Hands-on experience with distributed systems (Unix/Linux/Windows).
Strong SQL/PLSQL and scripting skills (Python, Bash, Shell).
Familiarity with relational databases (DB2, Oracle, Snowflake).
Experience with scheduling tools (AutoSys, Control-M).
Monitoring and observability tools (Splunk, Dynatrace, Grafana).
Middleware and messaging systems (WebSphere, JBoss, IBM MQ, Kafka).
Proven ability to lead incident management and root cause analysis.
Preferred Skills
Mainframe troubleshooting (COBOL, JCL, DB2 Stored Procedures).
Cloud platforms (AWS, Azure, OpenShift) and modern databases (Postgres, Snowflake).
ETL tools (Informatica, Talend).
Leadership & Culture
Superb communication and collaboration skills.
Ability to mentor and build high-performing teams.
Commitment to integrity and continuous learning.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$75k-98k yearly est. Auto-Apply 21d ago
Market Risk Analyst [2026 EDGE Program]
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
About the EDGE Program:
The Exploration, Development, Growth and Experience (EDGE) Program supports DTCC's commitment to identifying and selecting diverse early career talent across the organization, ensuring you have a comprehensive understanding of our industry, our company, the technical / functional skills needed for the various business areas, and the leadership competencies needed for overall success within DTCC.
What to expect as an EDGE Analyst:
* A program that provides accelerated development opportunities designed to cultivate the future leaders for DTCC
* Week-long orientation
* A comprehensive learning and engagement plan
* Assigned to your own mentor and EDGE buddy to gain a well-rounded view of the company
* Networking and exposure to senior management
Pay and Benefits:
* Competitive compensation, including base pay and annual incentive
* Comprehensive health and life insurance and well-being benefits, based on location
* Pension / Retirement benefits
* Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
* DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The impact you will have in this role:
The primary function of the Market Risk group is to protect the safety and soundness of the markets in the areas of clearance and settlement in the DTCC complex. The Market Risk group within Financial Risk & Governance is responsible for assessing and managing risks associated with the products and services provided by the Fixed Income Clearing Corporation ("FICC"), National Securities Clearing Corporation ("NSCC") and The Depository Trust Company ("DTC").
Your Primary Responsibilities:
* Perform day-to-day risk controls and processes as outlined in our Policy & Procedures such as researching significant increases in margin requirements, monitoring changes in exposure, analyzing trading patterns of member firms, etc.
* Develop a strong understanding of members' business and risk profiles and serve as a point of contact for risk related support and inquiries.
* Assess existing processes and provide recommendations of new ones that most effectively anticipate, manage, and reduce risk to DTCC and its participants.
* Contribute to Market Risk's Default Management team initiatives as needed.
* NOTE: The Primary Responsibilities of this role are not limited to the details above. *
Selection and Program Timeline: (timing may vary)
* August - October 2025: Applications open
* October - December 2025: Interview and Selection process
* January - July 2026: Early engagement and onboarding process
* July 2026: Start of program
Qualifications:
* Candidates must be working towards a bachelor's degree in the following curriculums and graduating no later than May 2026: Business, Economics, Finance, Accounting, or any other related field
* Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future)
* Candidates must have minimum of a 3.2 GPA upon graduation
Talents Needed for Success:
* Must demonstrate superior analytical and communication skills
* Strong interest in the financial services industry, with previous internship experience a plus in the areas of margining, market risk analysts, or product management
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$102k-141k yearly est. 56d ago
Director of Cloud & Middleware Engineering
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
Being a member of IT Strategy team, the Director of Systems Engineering will lead multiple agile software engineering teams passionate about building scalable, secure, and resilient cloud-based middleware capabilities or shared services. This role demands a visionary leader with deep expertise in cloud platforms and middleware technologies, a passion for engineering excellence, and the ability to align technical strategy with DTCC's business goals.
Your Primary Responsibilities:
Leadership & Strategy
Lead and mentor engineering managers and senior engineers across multiple product lines.
Define and implement cloud-first and middleware-integrated technology roadmaps in collaboration with Architecture, Infrastructure, and Product teams.
Promote a culture of innovation, accountability, and continuous improvement.
Cloud & Middleware Engineering
Drive the design and development of cloud-native applications using AWS, Azure, or GCP.
Lead all aspects of migration of legacy systems to cloud platforms, ensuring scalability, resilience, and security.
Lead integration efforts using middleware technologies such as Kafka, MQ, FIX, SWIFT, API gateways, and service meshes.
Ensure robust messaging, event-driven architecture, and data streaming capabilities across platforms.
Technical Excellence
Champion engineering standard methodologies including DevSecOps, microservices architecture, and API-first design.
Automation and Infrastructure as Code (IaC) based delivery
Ensure systems meet performance, compliance, and regulatory standards.
Evaluate new technologies and guide adoption to improve DTCC's technology stack.
Stakeholder Engagement
Partner with business and technology leaders to translate strategic objectives into actionable engineering plans.
Communicate effectively with senior leadership on progress, risks, and opportunities.
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications:
Bachelor's or Master's degree in Computer Science, Engineering, or related field.
Proven 10+ years of experience in software engineering, with 5+ years in a leadership role.
Talents Needed for Success:
Proven experience designing and delivering cloud-native applications on a large scale.
Deep expertise in cloud platforms (AWS, Azure, or GCP), containerization (Docker, Kubernetes), and infrastructure-as-code (Terraform, CloudFormation).
Strong experience with middleware technologies such as Apache Kafka, IBM MQ, FIX, SWIFT, or similar.
Solid understanding of Agile methodologies and enterprise software development.
Excellent communication, teamwork, and leadership skills.
Experience in financial services or regulated industries.
Familiarity with cloud security, data governance, and compliance frameworks.
Knowledge of observability tools (e.g., Prometheus, Grafana, Datadog) and API management platforms.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$125k-173k yearly est. Auto-Apply 60d+ ago
Software Engineer
DTCC 4.9
Jersey City, NJ job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
DTCC Digital Assets is at the forefront of driving institutional adoption of digital assets technology with a steadfast commitment to innovation anchored in security and stability. As the financial services industry's trusted technology partner, we pride ourselves on empowering a globally interconnected and efficient ecosystem. Our mission is to provide secure and compliant infrastructure for digital assets, enabling financial institutions to unlock the full potential of blockchain technology
Pay and Benefits:
* Competitive compensation, including base pay and annual incentive
* Comprehensive health and life insurance and well-being benefits, based on location
* Pension / Retirement benefits
* Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
* DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
We're looking for an experienced Frontend Engineer to join our team, specializing in developing cutting-edge web3 applications. This position is ideal for someone with a strong passion for blockchain and decentralized technology. Your main responsibilities will include designing user-friendly and responsive web3 interfaces, and working closely with designers and blockchain developers to bring our applications to fruition.
Your Primary Responsibilities:
* Collaborate with our team to create user-friendly web3 applications.
* Develop responsive and intuitive UIs with React, Next.js, HTML, CSS, and JavaScript/TypeScript.
* Work with WAGMI, Viem to interact with smart contracts
* Work with Redux and/or MobX for smooth state management.
* Work with REST APIs and GraphQL for backend communication.
* Integrate smart contracts with blockchain developers.
* Help maintain a design system for consistent UI.
* Stay updated on web3 trends and tech
Qualifications:
* Minimum of 4 years of related experience
* Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
* 4 or more years of Frontend development experience
* 1 or more years of web3 Dapp Frontend development experience
* Proven UI development experience in React, Next.js, HTML, CSS, and JavaScript/TypeScript.
* Familiarity with smart contracts
* Hands-on experience with WAGMI and Viem
* Hands-on with REST APIs and GraphQL.
* Strong understanding of responsive design principles.
* Experience with Redux and/or MobX for state management.
* Proficiency in functional and reactive programming techniques.
* Experience with rendering techniques, including server-side rendering (SSR) and client-side rendering (CSR).
* Proficiency with Progressive Web Apps (PWAs) for improved web app functionality.
* Experience working with large modular codebases and Mono repos for scalable code.
* Familiarity with deploying front-end applications, preferably using Docker.
* Preferred experience with Node.js and React Native for broader application development capabilities.
* Proficient communication skills.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
$87k-120k yearly est. 60d+ ago
Associate Financial Advisor
Ameriprise Financial-New Jersey 4.5
Paramus, NJ job
Job Description
Associate Financial Advisor - Munn & Associates
Schedule: Monday-Thursday 9:00 AM-5:00 PM, Friday 9:00 AM-4:00 PM
Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Munn & Associates, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor (AFA) to join our team. This role blends client service responsibilities with the opportunity to gradually build your own book of business.
Responsibilities:
Client Relationship Management: Manage assigned clients while building your own book. Provide exceptional service, address clients' financial needs, and collaborate to understand their goals and objectives.
Meeting Preparation and Follow-Up: Prepare for client meetings, ensuring all necessary documentation is organized and complete. Conduct diligent follow-up to address any outstanding questions or action items.
Financial Planning and Investment Support: Assist the advisory team in developing comprehensive financial plans. Provide well-researched recommendations aligned with client objectives.
Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed on market trends and investment opportunities to provide guidance to clients.
Deepening Client Relationships: Proactively engage with clients to deepen relationships, understand evolving needs, and introduce additional services where appropriate.
Qualifications:
Minimum 5 years of experience in the financial services industry.
Fully licensed: Series 7, Series 66, Life & Health (candidates not fully licensed will have 6 months to complete).
Experience with Salesforce CRM and MoneyGuide a plus.
Strong interpersonal and communication skills.
Detail-oriented, highly organized, and capable of managing multiple priorities simultaneously.
Service-oriented mindset, comfortable managing clients while gradually growing a book of business.
Compensation & Benefits:
Compensation range: $90,000 - $150,000, Exempt, depending on experience and production.
Health insurance: 90% of employee premiums covered; 30% of dependents' premiums covered.
401(k) plan with 4% match (eligible after 6 months).
PTO and seven holidays consistent with standard bank schedule.
Work Environment:
Hybrid model with minimum 2 days/week in-office (Mon & Thu)
Schedule: Monday-Thursday 9:00 AM-5:00 PM, Friday 9:00 AM-4:00 PM
Collaborative team culture focused on professional growth, client service, and succession planning.
How to Apply:
If you meet the qualifications and are ready to grow your career in a supportive and client-focused environment, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to the success of our advisory practice.
Join us at Munn & Associates in providing exceptional financial guidance while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new Associate Financial Advisor to our team!
Equal opportunity Employer
Munn & Associates is an equal opportunity employer and welcomes applicants from all backgrounds.
$90k-150k yearly 22d ago
Marketing Analytics Insights & Reporting Manager
First Merchants Corporation 4.5
Plainfield, NJ job
First Merchants Bank is seeking a Marketing Analytics Insights & Reporting Manager to join our team! The Marketing Analytics, Insights & Reporting Manager leads the consolidation of marketing data across platforms to tell clear, actionable data stories that accelerate decision-making, demonstrate progress against KPIs, and close the loop on customer feedback. The role integrates performance analytics (web, social, email/SMS, SEO/SEM, paid media), campaign measurement, and Voice of Customer (VoC) insights to guide strategy, optimize spend, and inform experience improvements-including partnering closely with UX to share behavioral and attitudinal insights.
This role blends descriptive, diagnostic, and predictive analytics with benchmarking to communicate what happened, why it matters, and what to do next-core expectations highlighted in current marketing analytics role guidance. It also stands up a scalable VoC practice (collection, analysis, and actioning of feedback from surveys, reviews, support interactions, social listening) to inform roadmap and retention efforts.
Essential Duties & Responsibilities:
* Consolidate and normalize marketing data from web analytics, social platforms, email/SMS, SEO/SEM, paid media, and CRM to establish a single source of truth for performance reporting and optimization.
* Define and maintain the KPI framework and benchmarks for brand, demand, lifecycle, and experience metrics; tie measures to business outcomes and OKRs in partnership with Marketing and Finance/FP&A.
* Build and maintain executive and team-level dashboards and reports (weekly/monthly/QBR) and apply data-storytelling techniques so stakeholders quickly grasp what/so-what/now-what.
* Stand up/run a VoC program aggregating solicited and unsolicited feedback (CSAT/NPS/CES, in-app/site feedback, product reviews, social listening, service transcripts). Apply sentiment/topic analysis to reveal loyalty drivers and friction.
* Operationalize closed-loop feedback with Marketing, UX, Product, and Service; size impact, recommend fixes, and track adoption and outcomes.
* Create measurement plans, event schemas, and UTM/naming standards; ensure full-funnel tracking for always-on and campaign activity across paid/owned/earned. (Design the stack recognizing that no single tool covers all analytics needs.)
* Deliver pre/post analyses, A/B and incrementality testing, and contribution/attribution reads to quantify ROI/ROAS and inform budget reallocation. Communicate findings using storytelling best practices.
* Partner with UX to share behavioral insights (funnels, heatmaps, session replays) and VoC themes that shape hypotheses, experiments, and design priorities.
* Collaborate with Finance/FP&A to connect marketing investments to growth, acquisition, retention, and relationship deepening; align on forecasting and performance narratives for leadership.
* Work with Marketing Ops/IT/Data to govern data quality, documentation (data dictionary), and access/controls; ensure reporting is accurate, timely, and compliant.
* Evaluate and advise on analytics/VoC and martech tools, integrations, and roadmaps; lead light vendor management and pilots as needed.
* Coach marketers on interpreting dashboards and applying insights; run recurring insights reviews and share best practices for data storytelling to drive adoption and action.
* Champion privacy-aware measurement and ethical use of data in collaboration with Legal/Compliance.
To be successful in this position, we require the following:
* Bachelor's degree in marketing, analytics, statistics, business, computer science, or related field
* A minimum of (5) years of hands-on experience in marketing analytics/insights/reporting with measurable impact on channel optimization and campaign ROI.
The following would be a plus:
* Excellent written and verbal communication skills
* Strong analytical and problem-solving abilities with the ability to distill complex information into actionable insights
* Commitment to the mission and values of the organization
* High degree of integrity, discretion, and professionalism
* Collaborative and team-oriented approach to partnerships
* Ability to work independently and thrive in dynamic, fast-paced environments
* Empathetic and mission-driven, prioritizing relationships built on respect and compassion
* Demonstrated exceptional organizational, time management, and attention to detail
* Demonstrated ability to consolidate data across web analytics, SEO/SEM, paid media, social, email/SMS, and CRM; fluency working across multiple tools/platforms
* Proficiency in dashboarding/visualization (e.g., Power BI) and data storytelling; working SQL/data transformation skills preferred
* Experience standing up or contributing to VoC programs (survey design, text/sentiment analysis, social listening, closed-loop actioning)
First Merchants offers the following:
* Base Pay PLUS Bonuses
* Medical, Dental and Vision Insurance
* 401k
* Health Savings and Flexible Spending Accounts
* Vacation/Sick Time
* Paid Holidays
* Paid Parental Leave
* Tuition Reimbursement
* Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$61k-73k yearly est. 38d ago
Intern, FuturePlan
Ascensus 4.3
Ascensus job in Woodcliff Lake, NJ
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Job Description
The intern role is designed to give students the opportunity to apply classroom theory to "real world" situations thus enhancing the students' academic and career goals. Practical experience via a program project allows a student to gain knowledge and develop transferable skills, including researching, writing, organizing data, and presenting. Interns are assigned to specific teams with defined responsibilities and may be involved in a program project involving other interns. Administrative responsibilities make up a small part of the position as well.
Essential Duties and Responsibilities:
* Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client
* The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture
* Partner with team mentor for day to day assignments to meet deadlines and deliverables related to projects and or weekly goals
* Demonstrate the highest level of professionalism, which includes arriving on time for designated work, notifying your leader of any deviations from the established schedule, and dressing to the standards of the organization and the work being performed.
* Adherence to the organization's policies and procedures
* Communicating effectively with peers, leaders, assigned program mentor, and all associates within the organization; accept and apply critiques and suggestions to daily work in an effort to become more productive and/or efficient
* Partnering with project team members (if applicable) on research, development, and final presentations on project finding and recommendations for the overall success of the experience
Minimum Requirements:
* Business, Finance, Economics, Accounting, History majors preferred but not limited to these areas of study, with proficiency in Microsoft Office applications
* Strong excel skills, including Macros, Vlookup & Pivot table a must
* Attention to detail, the ability to multi-task
* Excellent communication skills (written and verbal)
* Ability to analyze data
* Commitment to quality and focus on data/research integrity.
* Comfortable with learning systems, spreadsheets etc related to primary internship assignment
* Analytical and problem resolution skills
* Ability to work independently with minimal direct supervision
* Must be detail oriented and be able to work well under pressure with multiple priorities and deadlines.
We are proud to be an EEO employer M/F/D/V.
The national average salary range for this role is $16-18/hour in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$16-18 hourly 3d ago
Retirement Plan Consultant (ASC experience required)
Ascensus 4.3
Ascensus job in Woodcliff Lake, NJ
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates.
Section 2: Job Functions, Essential Duties and Responsibilities
Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise and informative manner
Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Assist clients with Service and IRS Plan terminations
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Complete/Assist with payroll processing as required by the products assigned
Accountable for all aspects of valuation reports, participant statements and annual testing
Perform the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
Review distribution paperwork and coordinate processing of distributions with asset holder
Review loan paperwork and coordinate processing of loans with asset holder
Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing
Assist auditors if a plan is subject to an audit
Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
Assist with other tasks and projects as assigned
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Section 3: Experience, Skills, Knowledge Requirements
Bachelors degree preferred
3-5 or more years ERISA experience in the retirement industry
Experience in analysis of financial data required
Experience in ASC software
Strong Word, Excel, and Outlook skills
Strong written and oral communication skills
Strong analytic mentality associated with problem solving skills
Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
The national average salary range for this role is $60,000 - $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.