Ascensus jobs in New York, NY

This position is primarily responsible for the timely and accurate monthly invoicing of all plans and the processing of termination plans. Hybrid, 2 days a week in our Woodcliff Lake, NJ office Essential Duties and Responsibilities: • Perform monthly audits of all asset and non-asset based invoices for accuracy and completeness. • Reconcile fees for asset and non-asset based plans to those fees listed in the service agreements. • Prepare fee processing requests based on service and compensation agreement terms. • Handle special invoice and manual invoice requests. • Prepare and review partner level invoice (s), if applicable. • Reconcile any payments received by check and process to lockbox. • Review service agreements for final invoicing of recordkeeping, miscellaneous and termination fees. • Process internal conversions. • Prepare monthly wire and quarterly plan receivable reconciliations, if applicable. • Reconcile final payments prior to plan liquidations. • Request termination refunds. • Address & resolve internal and external (i.e. Alliance Partner) billing and Finance inquiries, including invoice and report requests. • Assist with updating address/phone changes, update billing systems as needed. • Create and maintain documents/procedures as needed to meet Sarbanes - Oxley requirements. • Perform other duties and special projects as assigned by management. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. Minimum Requirements: · Bachelor's degree in accounting/finance or equivalent combination of training and experience preferred. · 3-5 years experience with PC's and MS Office software applications · Experience with AS400 is preferred but not required. · Detail oriented with strong organizational and time management skills. · Strong written and verbal communication skills · Strong interpersonal skills with internal and external clients · Ability to handle multiple priorities and meet deadlines · Ability to work independently as well as with a team in a fast-paced environment. · Basic understanding of auditing concepts, account reconciliation skills and math skills. · Proven problem solving skills, along with an ability to quickly comprehend and analyze data. • 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. • 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. The national average salary range for this role is $30K-63K 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.

This role will help develop, curate and disseminate engaging content across owned social channels. She/he will support both paid and organic social efforts, managing the day-to-day oversight of content and reporting, keeping abreast of social trends and changes to the various platforms. Support the strategic media channels team with Intermediary and Institutional paid media efforts across both online and offline channels. Opportunity to deepen both paid and social media knowledge and skill set. Key Responsibilities * Own the day-to-day publishing and distribution of marketing materials across key channels, including LinkedIn, YouTube and FAIQ ThinkTank * Collaborate with creative team, producers and marketing managers to develop content and execute social media campaigns for our North American business; includes volunteer initiatives, industry awards and events, and PR efforts * Monitor daily social activity; develop and support social listening across Columbia Threadneedle handles and competitor handles * Maintain social media spec and best practices guide, updating and sharing with the broader teams as needed * Manage onboarding, support and best practices guides for social selling initiatives * Assist with vendor relationships for social media platforms and related listening and publishing tools * Assist in production of reports for paid and organic social efforts, enabling continuous optimization and innovation * Support the team with ad hoc paid media campaigns and initiatives, including but not limited to trafficking and delivering assets to the media agency, paid search ad copy management, and providing the media agency with necessary data for reporting Required Qualifications * A bachelor's degree in marketing, communications, journalism, business, or a related field * 1 - 2 years of relevant experience in marketing, social media or communications is preferred (internship or co-op experience can count towards this) * Familiarity with social media platforms and social management and publishing tools, and an understanding how to use them effectively * Excellent written and verbal communication skills * Willingness to quickly learn new trends and adapt to changes in the fast-paced social media landscape. * Ability to analyze data to understand audience behavior and measure the success of campaigns. Preferred Qualifications * An interest in the financial services / asset management industry 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 base salary for this role is $71,600- $95,000 / year. 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 Marketing/Product Management Line of Business AMINV US Asset Management

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.

Mutual of America Financial Group Job Title: Senior Internal Communications Specialist Who We Are: At Mutual of America Financial Group (“Mutual of America”), our mission is to “help people build the assets they need to achieve greater financial security.” Our mission is built upon a strong foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension- and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial planning goals. We're committed to bringing talented and motivated people together to help our customers plan for a financially secure future. Role Summary: Reporting to the Vice President of Corporate Communications, this position plays a key role in shaping and delivering an internal communications plan that connects, informs and inspires employees. We're looking for a proactive and strategic communications professional with excellent project management, writing and editing skills, and experience leveraging data and insights to help advance business goals and objectives. The ideal candidate is a team player who thrives in a fast-paced, deadline-driven environment, has a successful track record of creating engaging content across various internal channels, excels at collaborating with colleagues and managing relationships with business partners, and is adept at problem-solving. Responsibilities: Grow internal communications in support of key business initiatives related to employees. Manage, execute and deliver on multiple projects (e.g., Intranet, employee newsletter, internal communications) on deadline, while ensuring consistent messaging. Support business units and executives with internal communications counsel and needs, including editing and writing news and announcements, key messages, scripts and presentations, and advancing strategy. Manage editorial planning (including calendar) and programming for internal communications channels, including the company Intranet and employee newsletters. Collaborate with Corporate Communications to align with external content, news, messaging and trends that may impact internal communications content. Work closely with HR to support executive announcements from the CHRO, special initiatives and other communications and issues that impact employees. Write, edit, and deploy email communications through internal platforms, ensuring clarity, appropriate tone and strong audience engagement. Handle success metrics and use data-driven insights to help inform and drive strategy. Monitor, analyze and report on internal email performance metrics to optimize communication effectiveness. Coordinate communications that enhance and support business objectives and company initiatives. Develop strategies and tactics to help promote the company's brand internally. Required Qualifications: Bachelor's degree in communications, journalism, English or related field preferred. Minimum 4-6 years of experience in internal communications-focused roles. Previous experience in financial services companies preferred. Proven ability to craft compelling content and integrated campaigns using a variety of tactics and channels, including emails, town halls, newsletters, video, presentations, etc. Quick to learn and navigate digital tools and platforms and a strong aptitude for adopting new technologies to support communication goals (e.g., PoliteMail, SharePoint Online, Airtable, etc.). Exceptional copy-editing and writing skills, outstanding attention to detail and a knack for storytelling. Proficient in design skills (e.g., Photoshop, InDesign, Canva, etc.) Proven ability to define success metrics and measure effectiveness of internal communications efforts. Ability to prioritize and manage multiple assignments on deadline, be self-motivated and work independently and as part of a team. Ability to collaborate, facilitate and organize across multiple groups and levels of an organization. What we offer you: Competitive base salary Annual Bonus Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment 401(k) Match: 100% Employer Match on up to 6% of employee contributions (Salary and Incentive Comp) Parental Leave: 8 weeks fully paid Paid time off: 20 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $79,200 - $118,800 Visit ******************************* for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Provide senior administrative support to the Chief Financial Officer. Responsibilities include review leader's email, manage end to end duties for the calendar such as scheduling meetings, loading meeting materials, etc. travel arrangements, expense reports/invoices. Key Responsibilities * Schedule meetings by interacting with internal/external clients/partners to coordinate calendars, accommodations, meeting materials and supplies. * Effectively prioritize the CFO's time and logistics to ensure internal business needs are addressed and external commitments are managed appropriately. * Manage and review CFO's email to collect meeting materials. * Interact with board members, key external stakeholders, vendors, and regulators on a limited basis. * Prepare CFO's travel arrangements, expense reports, invoices, and other misc. reports. * Work with Tax department on travel tax implications and multi state withholding. * Minimal travel may be required based on the support needs of the leader. Required Qualifications * Minimum 3-5 years senior administrative support experience, including supporting C-level executives. * Expert proficiency with Microsoft Office including experience with cloud-based environments (web-based applications such as One Drive) and strong outlook experience. * Strong attention to detail as well as demonstrated efficiency and multi-tasking skills required. * Sound verbal and written communication skills. Ability to anticipate needs and make independent judgments on behalf of the executive leader. * Exceptional organizational skills and impeccable attention to detail. * High degree of professionalism in dealing with diverse groups of people, including Board members and Senior Executives. * Proven ability to build relationships with all levels within the organization. * Make appropriate, informed decisions regarding priorities and available time. * Ability to complete a high volume of tasks and projects with little or no guidance. * Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround. * Ability to not only navigate but thrive in an extremely fast passed and ever changing environment. * Ability to exercise discretion due to the handling of extremely sensitive information. * Excellent judgment is essential. * Strong time management skills. * Self-motivated and customer centric. * Strong interpersonal skills. Preferred Qualifications * Bachelor's degree 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 base salary for this role is $70,000 - $120,600/year. 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 FIN Finance

Ameriprise Financial has an exciting opportunity for a Learning and Development Specialist to join our global team. In this role, you will support enterprise learning and development programs, ensuring they run smoothly and provide a positive experience for participants. Key responsibilities include coordinating schedules, managing communications, and assisting with facilitation. You'll collaborate closely with instructional designers, program leads, and other stakeholders to deliver learning initiatives that align with organizational priorities. If you are passionate about fostering a culture of continuous learning, helping employees build critical skills, and contributing to organizational growth and success, this role could be a great fit for you! Key Responsibilities * Program Delivery: Own the end-to-end delivery of workforce development programs and targeted development initiatives. This includes coordinating program logistics such as scheduling, participant registration, and deployment of training materials. The role is responsible for maintaining and updating the enterprise learning calendar for all workforce development activities and facilitating live and virtual learning sessions, as well as supporting social learning cohorts. * Collaboration and Stakeholder Engagement: Partner closely with instructional designers and program leads to ensure alignment of content and delivery. Prepare and distributes program communications, marketing collateral, and stakeholder updates, and actively participates in team meetings, project huddles, and development planning sessions to ensure seamless execution and collaboration. * Continuous Improvement: Gathers learner feedback and monitors program effectiveness to identify opportunities for improvement. Based on insights and data, the role recommends enhancements to improve learner experience and program outcomes, ensuring that offerings remain relevant and impactful. * Communications and Branding: Support marketing and branding of enterprise learning programs through internal channels and help drive learner engagement and adoption of enterprise learning solutions. This includes creating compelling messaging and leveraging communication strategies to promote participation and awareness. Required Qualifications * Bachelor's degree or equivalent years' of relevant experience * 3-5 years' of experience * Experience facilitating live and virtual learning sessions. * Knowledge of adult learning principles and workforce development practices. * Experience supporting enterprise-level learning initiatives. * Strong project management skills, including organization, attention to detail, understanding priorities, and communicating up/down stream. * Proven ability to work well with business partners and determine resources required to meet business line program objectives. * Excellent written and verbal communication skills. * Overall technical/system proficiency in Microsoft Office 365, SharePoint, and Copilot Preferred Qualifications * Experience in key systems (e.g. Cornerstone, Workday, LinkedIn Learning, etc.). 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 base salary for this role is $71,300 - $98,100 / year. 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 Exempt Job Family Group Human Capital Line of Business HR Human Resources

Current Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals. Members today have mobile-first access to a growing range of products and services designed to work seamlessly together to deliver value in new ways. Everyone deserves a better financial future, and our team is committed to making that a reality. Join the Club! About the Role We are looking for a Sr FCC Investigation Analyst to support the Bank's AML Program. In this role, you will support various AML processes including, but not limited to, transaction monitoring alerts and case investigations, suspicious activity reporting, currency transaction reporting, sanctions (e.g., Office of Foreign Assets Control (OFAC)) alert reviews and non-sanctions (e.g., negative news and Politically Exposed Persons (PEPs)) alert reviews, and enhanced due diligence reviews. You will be responsible for reviewing and dispositioning alerts/cases by conducting research, documenting the cases/reviews, providing initial recommendations, and organizing and maintaining supporting documentation. What You'll Do * Perform first and second level review, analysis, and dispositioning of alerts and cases resulting from the automated transaction monitoring system, internally escalated referrals, law enforcement requests (e.g., 314(a) and subpoenas), adverse media, and 314(b) * Produce complete and well-reasoned investigations that incorporate evidence from the Bank's internal systems, the internet, and commercial databases * Assess and analyze research results and conduct data analysis applying background knowledge and experience * Draft and submit regulatory filings, including suspicious activity reports, currency transaction reports and continuing activity reports * Review and disposition sanctions/non-sanctions alerts * Identify trends/patterns, considering product and process impacts and report to Manager/Sr. Manager, FIU * Determine investigative and data analytics approach, apply sound decision-making and discretion in making independent decisions that mitigate potential money laundering, fraud, and/or terrorist financing risk at each decision point throughout the investigation * Conduct enhanced due diligence investigations of high-risk customers to identify activity that may not align with the customer due diligence profile * Collaborate on ad-hoc projects or special assignments as determined by business needs * Maintain current understanding of money laundering and terrorist financing issues, including policies and procedures, regulations, industry best practices/standards, money laundering/terrorist financing typologies and developing trends * Perform all assigned duties in full compliance with regulatory requirements, risk management framework, and in accordance with internal policies and procedures About You * 2+ years in an AML, fraud, or financial crimes compliance role within a financial institution or financial services firm, * Bachelor's degree in a related field; or equivalent work experience * Demonstrated knowledge of investigative techniques and best practices * Proficient knowledge of laws applicable to money laundering, including BSA, the USA PATRIOT Act, Financial Crimes Enforcement Network (FinCEN) requirements, SAR requirements, and OFAC regulations * CAMS or other AML certification preferred * Ability to make decisions independently using sound judgment and work well under pressure * Curiosity and drive to identify root causes; an investigative mindset that is supported by excellent research skills * Excellent writing, analytical, decision making/problem solving and communication skills * Ability to multi-task, remain organized and complete assignments in a timely fashion * Prior experience preparing Suspicious Activity Reports and Enhanced Due Diligence Reviews required * Experience with SQL and AI fundamentals preferred Work Location San Francisco, Lehi, New York The above locations are eligible offices for this role. The locations have been determined to foster in-person collaboration with this role's team or the related business lines. We utilize a hybrid work model, and our teams are in-office Tuesdays, Wednesdays, and Thursdays. In-person attendance is essential for this role's success, and remote placement will not be considered. LendingClub offers relocation, based on actual job level. Time Zone Requirements Local hours (PT, MT, ET) While the position will primarily work local hours, LendingClub is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary. Travel Requirements As needed travel to LendingClub offices and/or other locations, as needed. Compensation The target base salary range for this position is 66,000-103,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of LendingClub's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings). We're creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Hybrid #LI-AH1 LendingClub is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at interviewaccommodations@lendingclub.com.

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 our Internship Program: The Summer Internship Program is a unique and challenging 10-week experience for diverse, talented, high-performing individuals interested in different aspects of the financial and technology industry. Contingent upon business needs, performance and completion of degree, our internship serves as a pipeline to our full-time early-career program EDGE. What to expect as a DTCC Intern: Access to senior leaders Workshops for skill-building and career development Participation in employee resource groups Team volunteering with local charities A sense of community Assigned a mentor throughout the summer 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 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 solutions through activities that include development of essential business applications, building infrastructure capabilities to meet client needs and implementing data standards and governance. The Information Technology Intern will participate in the collection and analysis of project requirements, create technical specifications, build and test application code, assist in procedural and code documentation for assigned projects, can make contributions within their business areas, and learn from experts currently working within the field. IT Departments Overview: Enterprise Product & Platform Engineering (EPPE) Infrastructure develops and manages platforms that support core IT systems. EPPE enables business outcomes, drives innovation, and boosts operational resilience by shifting from manual infrastructure delivery to a modern, automated, code-driven approach focused on Infrastructure as Code (IaC), self-service, and platform engineering. The division is organised into specialised departments that collaborate to maintain a unified and robust infrastructure ecosystem. EPPE is organized into six key areas: Infrastructure Enablement: This includes automation, Infrastructure as Code (IaC), Site Reliability Engineering (SRE), management of shared services and tools, development support, and change/release management. Cloud Platforms & Engineering: Design and manage public/private clouds, containers, virtualization, backup, and AI/BI platform operations. Network Engineering: Architecture, operations, instrumentation, telecom provisioning. Data Engineering: Database engineering on DB2, SQL, Oracle, and Aurora; data operations and platform support. Mainframe Engineering, Resiliency & Infrastructure Testing: Involves mainframe operating system, security, storage, and communications engineering; disaster recovery, cyber recovery, and operational resilience; as well as infrastructure testing and extended run operations. Enterprise Production Stability: Oversight of incident and problem management across multiple regions, strategic data center operations, capacity planning, and command center management. Application Development builds and maintains systems for financial market infrastructure, focusing on secure and scalable post-trade applications. They support clearing, settlement, asset servicing, and data reporting worldwide, ensuring compliance and resilience. The AD teams include Software Developers, DevOps Engineers, and QA/Test Engineers. Application Development Teams: FinSight (Financial Risk Management and Insight through Observability, Service Now and IT Asset Management): Develop, test, modernize, reporting, data and support applications for Securities Services and Risk Management including the following business functions: Asset Services , Fixed Income Clearing , Wealth Management Services , Financial Settlement , Risk Management Equities Delivery: Equity Clearing, Institutional Trade Processing (ITP), Equities Settlement, Business, Governance and Application Support Your Primary Responsibilities: Participate in the analysis of project requirements and development of technical specifications. Assist in procedural and code documentation for assigned projects. Develop and test code for existing or proposed business applications. Perform troubleshooting of applications. *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 - May 2026: Early engagement and onboarding process June 2026: Start of program Qualifications: Candidates must be working towards a Master's degree in the following curriculums: Business, Computer Science, Computer Engineering, MIS or Business & Technology Management 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 to be considered Talents Needed for Success: Must demonstrate superior analytical and communication skills Strong interest in the financial services industry, with previous internship experience a plus Good written & oral communication skills Motivated self-starter Ability to grasp new concepts Proficient computer and technical skills Ability to work within a team 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.

Mutual of America Financial Group Job Title: Vice President, Corporate Development & Strategy Who Are We: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: The Vice President of Corporate Development and Strategy is a multi-dimensional new position, reporting to the COO, with responsibilities spanning across business functions. The role is responsible for driving growth by creating, assessing and managing business opportunities. One will be responsible for researching key competitive themes and trends, identifying opportunities and solutions, and preparing/synthesizing recommendations to enhance the company's strategic plan. A natural “Analyst”, the VP of Corporate Development will possess a solid understanding of capital markets, business casing and how to weave opportunities into the company's already ambitious Business Plan. Responsibilities: Build and maintain detailed financial models to support forecasting, budgeting, and strategic planning. Conduct scenario analysis, sensitivity testing, and valuation modeling to assess business initiatives and investment opportunities. Analyze enterprise-wide financial data to identify trends, risks, and opportunities. Prepare executive-level presentations, memos, and reports that translate complex financial data into actionable insights. Collaborate with cross-functional teams including Risk, Strategy, and HR to align financial analysis with organizational goals. Required Qualifications: Bachelor's degree Highly analytical and detail-oriented professional. Strong understanding of corporate finance principles, budgeting, and forecasting. Excellent communication skills with the ability to present complex information clearly and concisely. Self-starter with a high degree of ownership and ability to manage multiple priorities. 5 plus years of work experience acquired (ideally) at a top-tier consulting firm, investment banking, and/or in an internal strategy department for a high growth organization Proven ability to analyze, evaluate and make recommendations on strategic questions. Preferred Qualifications: MBA or master's degree What we offer you: Competitive base salary Annual Bonus Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment. 401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions. Parental Leave: 8 weeks fully paid. Paid time off: 28 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $175,000 - $228,800 Visit ******************************* for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Mutual of America Financial Group Job Title: Participant Support Representative Who Are We: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: As a Participant Support Representative plays a key role in educating and assisting employees in enrolling in employer-sponsored retirement plans. You will be responsible for building relationships, educating our participants on their retirement plans and responding to participant inquiries Plans such as 401(k), 403(b), 457, 401(a) and IRAs. Our focus is on delivering an outstanding experience for Plan participants by simply and efficiently explaining Plan features to participants and their beneficiaries as they are guided to financial wellness and retirement readiness. Responsibilities: Develop and deliver customized retirement education programs for plan participants. Conduct live and virtual presentations on retirement planning and plan features. Provide one-on-one guidance to participants on plan enrollment Maintain accurate records of participant interactions and enrollment outcomes. Answer participant questions regarding plan features, contribution limits, and tax implications. Support ongoing participant education initiatives and plan engagement strategies. Required Qualifications: 2 to 5 years of experience in retirement services, financial education, or benefits administration. Strong presentation and interpersonal communication skills. Ability to simplify complex financial concepts for diverse audiences. Willingness to travel for onsite education sessions. Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment Valid driver's license Preferred Qualifications: Knowledge of retirement plan structures and compliance requirements. Experience with virtual and in-person presentations. Familiarity with retirement plan platforms and recordkeeping systems. Bachelor's degree in finance, Business, Communications, or related field. What we offer you: Competitive base salary Annual Bonus Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment 401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions. Parental Leave: 8 weeks fully paid Paid time off: 20 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $60,000 - $90,000 Visit ************************************* additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook:@mutualofamerica Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

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.

Columbia Management, an Ameriprise Financial company, is seeking a Client & Account Administration Analyst. The position is accountable for performing daily activities to coordinate institutional client-facing processes such as onboarding and termination events. Gather data from multiple sources and across various internal and external business teams, evaluate and determine if the data is accurate, and then produce the final deliverable, such as a successfully onboarded new client account. Accountable for issue identification, root cause analysis, and recommending and executing viable solutions. Key Responsibilities Accountabilities include: Perform assigned daily and periodic processes in accordance with established procedures, practices, and policies. Gather, review, and accurately perform assigned responsibilities meeting or exceeding established timelines, accuracy levels and other service level goals and benchmarks. Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with our core competencies, and established processes. Understand impacts of executing solutions and provide appropriate escalation when clients' expectations are at risk or cannot be met. Obtain appropriate approvals and alignment from stakeholders and leaders for exception processes. Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events such as on-boarding new clients, redemption events, scheduled client reporting and special custom or ad hoc reporting needs. Provide subject matter expertise, effectively communicating across multiple audiences. Developed understanding of impacted up-stream and down-stream processes. Complete cross training and back up responsibilities Complete retention of records, work, and other information, following established procedures and policies. Required Qualifications Bachelor's degree or equivalent work experience. 1-3 years' experience in the financial services industry Strong leadership competencies and execution skills by way of cross-collaboration and workflow facilitation with multiple internal business partners. Strong analytical and critical thinking skills with the ability to interpret data, reach conclusions, and act. In-depth knowledge of business operations and processes with ability to conduct process improvement efforts. Strong relationship and communication skills in working with colleagues; ability to present and influence on recommendations. Must be highly responsive and proactive in a fast-paced changing environment. Demonstrated proficiency in MS Excel and PowerPoint. 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 base salary for this role is $65,000- $75,000 / year. 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 Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management

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: As the Product Business Analyst within the Master & Reference Product Team, you will collaborate closely with the Client Master Product Manager to deliver on strategic product roadmap objectives and ensure successful execution of team deliverables. Your Primary Responsibilities: Collaborate with the Client Master Product Director to ensure activities align with strategic roadmap deliverables Assess current Client Master product integrations and define modernized, future-state business processes Refine and document the scope of project deliverables to ensure clarity and alignment with business objectives Capture detailed business and functional requirements with clear traceability to project objectives Map current and future-state workflows to illustrate process improvements and integration points Maintain comprehensive documentation of operational procedure changes to support adoption, compliance, and audit readiness Ensure all documentation is version-controlled and accessible for stakeholders across Product, Operations, and Technology teams Engage cross-functional stakeholders to gather business needs and validate data dependencies Facilitate workshops and working sessions to clarify requirements and resolve ambiguities Present requirements and updates during sprint reviews and product demos, highlighting business value and modernization goals Incorporate stakeholder feedback into iterative refinements for continuous improvement Translate complex requirements into clear, testable Jira stories with acceptance criteria Prioritize stories based on business impact and roadmap timelines Maintain traceability between business requirements and technical deliverables Conduct review sessions with functional and technical SMEs and groom stories for Agile development cycles Work closely with Application Development (AD) teams to refine requirements and ensure stories meet the definition of done Facilitate agreement on delivery priorities between Business and Technology stakeholders **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Minimum 4 years of related experience Bachelor's degree (preferred) or equivalent experience Talents Needed for Success: Business Analysis & Process Improvement: Ability to provide business-engineering, problem solving, analytical, and architectural services to translate business requirements into enterprise solutions Domain Expertise: Strong understanding of financial services; experience with Client Reference Data, Client Onboarding is highly preferred Agile & Tools Proficiency: Data analysis, SQL, Data modeling and database knowledge. Hands-on experience working in Agile environments with basic knowledge of Jira for story creation and tracking. Ability to write and execute SQL queries for data validation and analysis. Familiarly with salesforce and Appian tools is a plus Communication & Collaboration: Excellent written and oral communication skills, including the ability to present complex concepts clearly to stakeholders Project Management & Relationship Building: Project management experience is a plus, with proven ability to collaborate and build relationships across cross-functional teams 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.

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 our Internship Program: The Summer Internship Program is a unique and challenging 10-week experience for diverse, talented, high-performing individuals interested in different aspects of the financial and technology industry. Contingent upon business needs, performance and completion of degree, our internship serves as a pipeline to our full-time early-career program EDGE. What to expect as a DTCC Intern: Access to senior leaders Workshops for skill-building and career development Participation in employee resource groups Team volunteering with local charities A sense of community Assigned a mentor throughout the summer 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 - May 2026: Early engagement and onboarding process June 2026: Start of program Qualifications: Candidates must be working towards a bachelor's degree in the following curriculums: 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.

What You'll Do We're looking for an experienced fixed income credit analyst to join our Investment Grade team. In this role, you'll cover the TMT and Industrial sectors! Conduct independent fundamental research and analysis on assigned companies/sectors, develop financial models, and provide investment recommendations, credit ratings and outlooks Analysis includes economic and competitive analysis, financial modeling, and relative value assessment Respond to inquiries from various stakeholders and represent research function in client meetings Monitor financial markets, current events, and economic trends to identify opportunities and risks Build and maintain industry relationships to ensure consistent information flow Assist with staff development through coaching, mentoring, and training team members About Principal Asset Management Principal Asset Management is the global investment solutions business for Principal Financial Group (Nasdaq: PFG), managing $579. 8 billion in assets and is recognized as a "Best Places to Work in Money Management" for 13 consecutive years. Check us out at www. principalam. com! Who You Are Bachelor's degree in a technical field (i. e. , finance, accounting, economics, statistics, engineering, data science, sciences (with an investment background), business analytics 4+ years' work experience with fixed income strategies in trading, research, portfolio management or strategy capacity, 6+ years for a Senior Fixed Income Analyst Proficiency with Excel and Bloomberg Strong understanding of financial accounting and economic theory, global financial markets and fixed income products Demonstrated ability to efficiently and effectively research, compile and analyze information, apply reasoning and exhibit sound decision making related to credit, risk and valuation Skills That Will Help You Stand Out Credit experience including previous experience analyzing Investment Grade credits Experience in the TMT and Industrials sectors (Cable Satellite, Media Entertainment, Wireless and Wireline, Aerospace/Defense, and Diversified Manufacturing) MBA and CFA designation Strong abilities in the areas of communication (verbal and written), time management, analytics, financial modeling, and influencing Must be collaborative, able to build strong relationships, manage expectations, attend to details, multi-task and prioritize successfully Keen sense of curiosity and open-minded thought process Familiarity with programming languages (i. e. Python, Visual Basic, and BQL) and advanced uses of Generative AI Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $137000 - $207000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Location(s) Location options are Des Moines (highly preferred), New York, or Seattle. You can check out what our Global Headquarters in Des Moines looks like here: Job Level We'll consider talent at the next level with the right experience and skills. The Fixed Income Analyst requires at least four years of experience. The Senior Fixed Income Analyst requires six years. The pay range shown in the job posting includes the base pay range of both levels we are considering. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 11/26/2025 Most Recently Posted Date 11/26/2025 LinkedIn Hashtag #LI-LT1

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 Executive Director, Enterprise Software Testing Strategy & Solutions, to drive our next-generation quality engineering initiatives with a focus on AI, machine learning, and sophisticated automation. The candidate will lead our transformation towards intelligent testing practices while leading a team of subject matter experts to improve software quality and reduce delivery cycle time. This role will require a shown ‘change agent' that collaborates across Application Delivery, Architecture, Platform Engineering and other functions to build a quality engineering culture and accelerate the adoption of test automation, tooling and practices with a key focus on driving measurable outcomes through metrics. Your Primary Responsibilities: Lead the effort to build a new function responsible for software testing strategy, test automation, tooling and practices with a focus on AI-powered testing solutions. Partner in the strategic development, operation, and dynamic expansion of a comprehensive end-to-end integration testing environment, with the objective of ultimately encompassing the firm's entire business application ecosystem. Define and rollout enterprise test metrics such as requirements coverage, test execution speed, test effectiveness with the aim of driving improvements in DTCC software delivery process as well predictive analytics to help drive a proactive approach to software testing. Establish and promote enterprise-wide software testing standard methodologies to ensure consistency, quality, and efficiency across all development teams. Develop and implement automated testing strategies across multiple platforms, lead the enterprise test automation framework engineering team and drive the adoption of these frameworks across software delivery teams. Drive the adoption of generative AI tools for test case and test data generation and maintenance Be responsible for the integration of automated testing within CI/CD pipelines. Partners with senior application delivery leads to drive shift-left strategy by piloting practices like mutation testing and TDD/BDD. Lead proof-of-concepts for emerging AI testing tools and frameworks. **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Talents needed for Success: Great foundations in software engineering and architecture with specific experience in leading a QE or similar function ideally in financial services organizations. Skilled in sophisticated AI-driven testing initiatives including test case generation, intelligent test data synthesis, and predictive analytics for optimized test coverage. Experience with modern CI/CD tools. 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. Consistent track record 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, cultivating and leveraging relationships. Infectious excitement to lead a diverse team through change and generate followership along the way. A change agent with demonstrated ability to develop and implement strategic and tactical plans. Strong background in test automation frameworks and leading automation initiatives, scripting, API and performance testing, containerization, and cloud-based platforms. Experience with agile testing methodologies and knowledge of DevOps practices 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, lead 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 ambitious and challenge yourself to make things better. Qualifications: Minimum of 15 years of related experience Bachelor's degree preferred or equivalent experience 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.

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

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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 base salary for this role is $50,300 - $60,000 / year. 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 Sales Line of Business AAG Ameriprise Advisor Group

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!