Financial Advisor
Kearney, NE jobs
Application Deadline: 12/13/2025 Address: VIRTUAL(U)13 - HomeRes - IL Job Family Group: Wealth Sales & Service * This is a 100% remote opportunity! * Work Schedule: Monday - Friday, Operating hours are 10 am - 7 pm Central Time (schedule is mostly flexible throughout the week, however you must be available to work the 10-7pm CST shift as needed)
* Licensed Position: Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role
Financial Advisor
This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure client's financial goals are met. You will provide a superior client onboarding experience, actively reviewing client portfolios and preparing and presenting appropriate investment solutions by leveraging various tools provided by the bank. Being the first point of client contact, the Financial Advisor's core mandate is to provide investment recommendations based of client suitability, time frame and goals. The Financial Advisor has the ultimate goal of building and solidifying customer loyalty while deepening client relationships.
Customer
* Understanding financial markets and recognize when to provide clients advice
* Builds trust and strong customer relationships by educating them on acceptable risks and performance expectations that help them achieve their financial goals.
* Maintains excellent client relationships and creates customized action plans to assist customers to achieve their financial goals.
* Investment product subject matter expert (15 product categories)
* Mutual Funds
* Annuities
* Managed Accounts
* Marked Linked CDs
* Unit Investment Trust
* Retirement planning
* Fee Based Account annual reviews
Financial
* Responsible for the continued growth of the portfolio
* Meet monthly sales goal
* Outside Asset Gathering (i.e., prospecting from existing and net new clients)
* Advice on Maturities
* Uncovering uninvested opportunities
Asset Retention
Manage direct client relationships and maintaining a group of clients with total assets of $100MM
Risk
* Adhering to internal and FINRA (Financial Industry Regulatory Authority) Audit requirements
* The Advisor is to act as the gatekeeper and is responsible for various approvals in order to satisfy industry regulators
Financial Advice
* Investment Reviews
* Developing Financial Plans
* Solution Positioning
* Protecting client Personal Information
AML (Anti Money Laundering)
* Implementing further AML requirements on house and assigned accounts
Trading
* Accuracy
* Discipline order/confirmation
* Determine need for the trade
* Adhere to (BIC) Best Interest Contract for every recommendation
* Be current and adapting the constantly changing regulatory environment
* Possess strong knowledge and act as resource on software including LPL's ClientWorks, SalesForce, and Moneyguide-Pro
Accountabilities / Decision Making / Scope & Impact
* Decision Making -- Provide investment recommendations based off client suitability, time frame, and goals
* Provides wealth and investment-related sales and service to BMO customers or prospects. Understands customer needs to provide wealth and investment advice, strategies, and products in the best interest of the customer.
* Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups.
* Understanding and ability to explain Cost Basis, Tax documents, IRA (Individual Retirement Account) RMD (Required Minimum Distribution) withdrawals and early withdrawal penalties
* Attest to client accounts and all regulatory sign offs
* Influence - Authority to impact Investment Advice in accordance with the BIS offer and applicable securities regulations
* This role has direct impact on the achievement of key business unit objectives
Knowledge and Skills
* University Degree with a minimum of 3-5 years of financial industry experience
* Series 7 and 66 or (7, 63 and 65) and insurance licenses (life and health)
* U4 clear background check requirements
* Continuing Education - FINRA and BMO administered
Why you'll love growing your career here
* Customizable benefits, and performance bonuses
* Work in a digitally focused environment where you'll use innovative tools
* Strengthen your skillsets with access to professional tools, resources, in-depth training and ongoing manager support
* As North American's eighth largest bank serving customers for 200+ years, connect with thousands of employees to build your professional network and explore more opportunities
Salary:
$46,000.00 - $85,200.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyManager, Crypto Fraud Response and Recovery
Westlake, TX jobs
Are you passionate about investigating fraud, identifying root causes, and presenting findings and recommendations? If so, you might be the right candidate for the Manager, Fraud Response and Recovery position within Fidelity's Fraud Risk and Control team.
The Role
Fidelity's Fraud Risk and Control (FRC) team is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Fraud Response and Recovery will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigations of fraud events involving our clients This position will have an enhanced focus on Fidelity's Digital Assets (FDAS) business and crypto-related transactions. The Fraud Response and Recovery team contributes to these operations through their management on incident response, intelligence gathering, and root cause analysis.
The Team
The Fraud Risk and Control team, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC's Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and build cases to present to law enforcement and prosecutive agencies.
The Value You Deliver
In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include:
Triage fraud events and perform root cause analysis.
Conduct in-depth investigations of suspicious financial activity.
Provide expertise reviewing crypto transactions and blockchain analysis for known fraud incidents.
Gather and analyze evidence of fraudulent activity and other relevant information and data
Create and maintain case files of fraudulent activity.
Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies.
Communicate fraud-related findings and recommendations to stakeholders.
Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes.
The Expertise and Skills You Bring
Bachelor's degree and 4+ years' experience in the financial services industry
2+ years of risk related experience.
Experience in crypto trading and/or block chain analysis.
Experience in researching financial transactions and customer activities.
Strong analytical skills to analyze data and identify patterns.
Problem solving skills to identify and resolve complex problems.
Possess the ability to multi-task across a variety of responsibilities in a constantly evolving environment.
Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events.
Strong focus on execution and identifying, communicating, and removing impediments to progress.
You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment.
Willingness to expand your expertise continually learning new skills.
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Certifications:Category:Risk
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
IT Help Desk Analyst + Jr. Encompass Administrator
Livonia, MI jobs
Hybrid Role: IT Help Desk Analyst + Jr. Encompass Administrator
Employment Type: Full-Time
Department: Information Technology
Reports To: Director of Technology
About Success Mortgage Partners
Success Mortgage Partners (SMP) is a fast-paced, family-valued, and service-driven independent mortgage lender committed to empowering employees through collaboration, innovation, and technology. We support both corporate staff and partner branches nationwide, providing exceptional internal service so that our teams can deliver exceptional service to borrowers and referral partners.
Position Overview
This hybrid position combines Level 1-2 IT Help Desk Support with Jr. Encompass Administration, creating a unique opportunity for a technically skilled mortgage professional to support day-to-day IT needs while also contributing to the ongoing optimization of our Loan Origination System (LOS), Encompass.
The ideal candidate brings experience supporting mortgage users, troubleshooting LOS workflows, managing systems access, and resolving both software and hardware issues in a timely and customer-focused manner.
Key Responsibilities
Encompass Jr. Administrator Responsibilities
Provide advanced help desk support and troubleshooting for the Encompass LOS, including issues involving users, workflows, integrations, and third-party vendors.
Assist with user support related to mortgage origination tasks and LOS operations with professionalism, urgency, and attention to compliance and software best practices.
Support Corporate Trainers and collaborate with Encompass administrators and developers on enhancements, automation, and system improvements.
Support, maintain, and troubleshoot vendor permissions and access (DU, LPA, FHA Connection, GUS, credit providers, etc.).
IT Help Desk Responsibilities
Provide Level 1 & Level 2 technical support via phone, email, ticketing, and remote/in-person assistance.
Troubleshoot issues related to:
Active Directory & user accounts
Windows 10/11, computers, docks, peripherals
Microsoft 365, Teams, OneDrive, Outlook
VPN connectivity, MFA resets, OKTA
VOIP solutions (RingCentral, Teams)
Networking basics: DHCP, DNS, IP addressing
SharePoint and OneDrive file access/permissions
Adobe Acrobat/Reader
Manage tickets, escalate when necessary, and ensure timely resolution of user issues.
Perform new computer deployments, remote user setup support, and system upgrades.
Qualifications
Required
Minimum 3 years mortgage industry experience, directly supporting mortgage users, systems, or workflows.
Minimum 2 years IT help desk experience (Level 1-2), including AD, Windows OS, networking basics, and Microsoft 365.
At least 3 years supporting Encompass LOS or other mortgage systems.
Ability to troubleshoot, research, and resolve both technical and LOS issues with urgency and professionalism.
Strong customer service, communication, documentation, and organizational skills.
Preferred
Experience supporting Encompass administration, configurations, or automation.
Experience with OKTA SSO/MFA, Fortinet, Proofpoint, or CrowdStrike.
Familiarity with LOS integrations and mortgage workflow optimization.
Ticketing system experience (FreshDesk or similar).
Former mortgage processors, loan partners, or similar roles with high technical aptitude are strongly encouraged.
Working Conditions
This is a hybrid role based out of SMP's Livonia, MI office. Most work can be performed remotely; however, onsite presence and occasional travel may be required for project, training, or support needs.
Remote Sales Representative - Entry Level
Corpus Christi, TX jobs
Build your career from the comfort of home while enjoying strong job stability and earning sales incentives. Join a dynamic sales environment with a clear path for advancement and professional growth.
Primary Services is excited to announce the Remote Sales Representative role with a large, established client. In this fully remote position, you will engage with potential customers, guide them to the services that best fit their needs, and contribute to a high-energy, goal-oriented team. This role offers a fast-paced work environment, strong career prospects, and the ability to impact customer satisfaction and company performance directly.
Responsibilities
Handle high-volume inbound calls from potential customers.
Gather and record customer information and service preferences.
Build rapport to understand customer needs and recommend solutions.
Promote additional services and special offers.
Maintain accurate and organized customer records.
Collaborate with team members to achieve shared sales goals.
Qualifications
Must be located in Houston, TX.
High school diploma or equivalent; college education a plus.
1-2 years of customer service and/or sales experience preferred.
Minimum of 2 years of sales experience required.
Bilingual Spanish/English a plus.
Strong phone and communication skills.
Ability to quickly learn and match customer needs to appropriate solutions.
Availability to work between 7 AM and 8 PM, Monday-Friday.
High-speed internet connection required for remote work.
Senior Structured Finance & Funding Lawyer - Remote
Chicago, IL jobs
A global financial services firm is seeking a Senior Transaction Lawyer to support structured finance operations in Chicago. The role involves drafting and negotiating key financial documentations and collaborating with various teams to mitigate legal risks and ensure compliance. Candidates must possess a Juris Doctor degree, at least 10 years of relevant experience, and be licensed in New York or Illinois. The salary ranges from $150,000 to $250,000 annually, reflecting both experience and location.
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Business Insurance Agent - Mid-level - Empower military community businesses (ATLANTA)
Atlanta, GA jobs
Why USAA?
Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Business Insurance Agent - Mid-level, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-members unique risk profile.
You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for members business.
On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers.
USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time).
This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position.
What you'll do:
Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.
Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.
Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.
Classifies members and/or non-members business and provide accurate risk management and risk mitigation solutions while leveraging knowledge of B2B sales cycles for success.
Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.
Utilizes advanced knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.
Leverages advanced knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination).
Leverages advanced understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.
Provides select account service for members and nonmembers including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems.
Facilitates initial acquisition of Affluent members, nonmembers, and business owners by gaining an understanding of the members and nonmembers risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs.
May work with underwriters on complex accounts across management lines and Excess and Surplus for renewals, endorsements, and remarketing.
Facilitates multi-tiered account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma OR General Equivalency Diploma.
2 years of insurance sales and service experience to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker setting.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
High Net Worth/Private Client Experience and ability to handle sensitive information.
Excellent communication and customer service skills.
What sets you apart:
4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing)
4 or more years working experience quoting and binding directly with the insured.
Experience with Agency Management Systems and/or Salesforce.
Experience working in a Commercial Lines multiple carrier environment.
Experience writing Commercial Lines in multiple states.
Experience working in a call center environment.
Active P&C General Lines License for home state.
Compensation range: The salary range for this position is: $54,550.00 - $97,750.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.
USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Programmer/ Service Now Developer-Remote
Jackson, TN jobs
Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Siddhant Singh at email address ***************************** can be reached on # ************.
We have Contract role Programmer/ Service Now Developer-Remote for our client at Nashville TN. Please let me know if you or any of your friends would be interested in this position.
Position Details:
Programmer/ Service Now Developer-Remote- Nashville, TN
Location : Nashville , TN - Remote
Project Duration : 12+ months of contract
Pay range : $50- $55 an hour on W2
Job Description::
We are looking for a Service Now Developer with strong expertise in Customer Service Management (CSM) and/or Public Sector Digital Services (PSDS).
This role will focus on designing, configuring and delivering solutions that improve citizen services, streamline case management, and support digital transformation initiatives in the public sector.
Key Responsibilities:
Solution Design & Development
Configure and customize Service Now CSM and PSDS applications to meet public sector requirements.
Develop workflows, case lifecycles, business rules, and integrations with external government systems.
Build portals and self-service experiences tailored for citizens and government staff.
Implementation & Delivery
Collaborate with stakeholders to gather requirements and translate them into technical solutions.
Implement proactive service delivery features to improve citizen engagement and transparency.
Ensure scalability, maintainability, and compliance with government standards.
Integration & Support
Integrate Service Now with legacy systems, CRM, ERP, and external data sources.
Provide ongoing support, troubleshooting, and enhancements for CSM and PSDS modules.
Maintain documentation of configurations, customizations, and processes.
Governance & Best Practices
Adhere to Service Now development standards and coding best practices.
Ensure compliance with public sector security, accessibility, and data privacy regulations.
Participate in code reviews and contribute to continuous improvement initiatives.
Skills & Qualifications:
Hands-on experience with Service Now CSM and/or PSDS modules.
Strong knowledge of Service Now architecture, modules, and integrations (REST, SOAP, etc.).
Proficiency in JavaScript, Glide API, Flow Designer, and Integration Hub.
Experience with platform security, including user access management and compliance.
Experience with Service Portal development and UI/UX customization.
3+ years of Service Now development experience.
Experience integrating Service Now with third-party applications (REST/SOAP APIs).
Service Now platform upgrades and health scans are a plus.
Preferred Qualifications:
Service Now Certified System Administrator (CSA).
Experience in Agile/Scrum environments.
Knowledge of public sector service delivery models and citizen engagement strategies.
To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Siddhant Singh at email address ***************************** can be reached on # ************.
Professional Development Coordinator
Indianapolis, IN jobs
The Indiana Bankers Association supports Indiana banking through member communications, issues advocacy, professional development, and connecting member banks with quality service providers. Through supporting nearly 115 bank members, IBA helps bolster the economic vibrancy of Indiana, with banks providing essential financial products and services as well as community outreach to the areas they serve. Employment with the IBA allows individuals to make an impact throughout the state while building connections with a multitude of bankers and bank service providers. IBA benefits include a hybrid work schedule, competitive pay, 401(K) program with six percent company match, insurance, annual bonus program, paid time off and more.
Under the direct supervision of the Senior Vice President of Professional Development and guidance from the Director of Education & Training and the Director of Meetings & Events, this position is responsible for meetings, course and conference registrations. This position performs other activities in conjunction with IBA meetings and requires interaction with IBA membership, including handling requests for information and assist with other administrative and customer service duties.
This position requires an individual who can commit to being in the office regularly between 8 a.m. to 5 p.m. to coordinate IBA education meetings and events. While the IBA has a hybrid work schedule that allows for work from home opportunities, this position will be required to be in the office five days a week for training purposes during the first 60 days. Additionally, this position will be required to be in the office on days that education meetings and events take place unless prior supervisor approval is granted.
Key Responsibilities
Enter registration data into Association Anywhere (AA) database.
Serve as a customer service contact, handling meeting questions and details. Generate invoices and receipts as requested.
Prepare name badges, registration lists, evaluation forms, manuals and all related meeting materials. Is responsible for meeting reports for all education events.
Create, distribute and compile banker evaluations and Continuing Education certificates.
Assist with registration check-in.
Compile evaluation form results and prepare reports.
Coordinate catered meals for meetings, including menu selection, setup and cleanup.
Create and produce marketing brochures for education events, including designing, printing, folding, and other production elements.
Responsible for IBA Center for Professional Development, including stocking snacks and supplies, beverage machine maintenance and cleaning, ordering supplies, baking cookies, and other hospitality-related tasks.
Responsible for mailing marketing brochure packets for education events on an as-needed basis.
Responsible for setting up registration pages and managing all broadcast email for education events.
Responsible for updating and maintaining the education page on the IBA website.
Responsible for email marketing of Graduate School of Banking programs.
Responsible for setting up all marketing webpages for webinars.
Assist with meeting setup, cleanup, supply maintenance, and speaker AV needs.
Some in-state travel may be required.
Performs additional duties as required or assigned.
Desirable Skills & Qualifications
Must be a self-starter with the ability to work quickly and accurately with a variety of data. Must have strong interpersonal, written and verbal communication skills. Must display a willingness to go the extra mile to provide outstanding customer service. Must possess basic computer skills to include all Microsoft Office products. Position performs other activities in conjunction with the Professional Development Department. Position requires interaction with membership, handling requests for information, and assisting with administrative duties. Candidate must have the ability to prioritize and function in a fast-paced environment. Candidate must demonstrate a good attendance record and reliability.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Frequent walking, standing, and sitting within the work area.
Driving to/from other locations for business-related purposes.
The ability to occassionally lift office supplies/equipment of approximately 50 pounds.
Pay
$45,000.00 - $50,000.00 per year
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance
Schedule
Monday to Friday
Weekends as needed
Work Location
In person
Senior Corporate Counsel - Litigation & Legal Affairs Hybrid
San Diego, CA jobs
A leading financial services firm in San Diego is seeking a Corporate Counsel to manage litigation-related matters in state and federal courts. The ideal candidate will have a JD, be a member of a state bar, and have at least 4 years of relevant experience. Responsibilities include managing litigation portfolios, working with outside counsel, and advising internal teams. A hybrid work schedule is offered.
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Information Security Analyst
Jacksonville, FL jobs
Job Title Information Security Analyst
Corporate Title Associate
Deutsche Bank Chief Security Office (CSO) is looking for an Information Security Analyst to support the Bank's Information Security Threat Operations (ISTO) - Data Leakage Monitoring (DLM) capabilities.
The DLM Analyst is responsible for timely acting on data leakage events and incidents, taking decisions to ensure the corresponding course of action for rapid containment and mitigation, as well as ensuring all applicable steps in the Bank's DLM process get timely implemented (e.g. impact assessment. consequence management) and accurately documented.
Besides operations tasks, he/she will be supporting to evaluate and adjust processes, tools, and reporting, as well as wider ISTO initiatives or projects.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Monitor and analyze data activities to detect and prevent unauthorized data transfers and leaks
Utilize metadata logged by DLP solutions to support incident management and forensic investigations
Ensure timely response and containment of data leakage incidents
Ensure proper information security incident documentation and hand over to other colleagues within ISTO as needed
Provide accurate information and reporting with regards to DLM incidents to the relevant stakeholders and timely escalate to other relevant teams/roles as needed, Support the assessment of financial, reputational, client, market or regulatory impact associated with data leakage security incidents
Contribute to data leakage monitoring process improvements as well as detection rules tuning
Skills You'll Need
Bachelor's degree or equivalent required
Previous experience in a similar position, or background on incident management, or SOC related roles
Familiar with the MITTRE ATT&CK framework as well as CISSP, CISM, GCIH or other relevant certifications in the field
Knowledge of industry standards and best practices for data protection
Reasonable understanding/background with Security Incident and Event Management (SIEM) systems, and detection tools, ideally on Splunk, McAfee, Symantec, Microsoft Sentinel & Purview
Skills That Will Help You Excel
Fluent in English, very good communication skills and confident assuming timely decisions
Independent way of working with strong decision making and problem-solving ability
Appetite for continuous learning
Comfortable with working in international & multicultural teams
Expectations
It is the Bank's expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Jacksonville, FL is $60,000 to $86,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
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Commercial Insurance Consultant (BIRMINGHAM)
Birmingham, AL jobs
Why USAA?
Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Business Insurance Agent - Intermediate, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-members unique risk profile.
You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for members business.
On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers.
USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time).
This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position.
What you'll do:
Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.
Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.
Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.
Classifies members and/or non-members business and provide accurate risk management and risk mitigation solutions.
Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.
Utilizes Intermediate knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.
Leverages intermediate knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination).
Leverages intermediate understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.
Provides select account service for members and nonmembers including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
1 year of insurance sales and service experience and/or experience working in a high value, commercial insurance agency or broker setting.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
What sets you apart:
2 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing)
2 or more years working experience quoting and binding directly with the insured.
Experience with Agency Management Systems and/or Salesforce.
Experience working in a Commercial Lines multiple carrier environment.
Experience writing Commercial lines in multiple states.
Experience working in a call center environment.
Active P&C General Lines License for home state.
Compensation range: The salary range for this position is: $43,680.00 - $76,610.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.
USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Business Risk Management Consultant (ALBUQUERQUE)
Albuquerque, NM jobs
Why USAA?
Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Business Insurance Agent - Mid-level, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-members unique risk profile.
You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for members business.
On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers.
USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time).
This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position.
What you'll do:
Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.
Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.
Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.
Classifies members and/or non-members business and provide accurate risk management and risk mitigation solutions while leveraging knowledge of B2B sales cycles for success.
Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.
Utilizes advanced knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.
Leverages advanced knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination).
Leverages advanced understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.
Provides select account service for members and nonmembers including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems.
Facilitates initial acquisition of Affluent members, nonmembers, and business owners by gaining an understanding of the members and nonmembers risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs.
May work with underwriters on complex accounts across management lines and Excess and Surplus for renewals, endorsements, and remarketing.
Facilitates multi-tiered account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma OR General Equivalency Diploma.
2 years of insurance sales and service experience to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker setting.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
High Net Worth/Private Client Experience and ability to handle sensitive information.
Excellent communication and customer service skills.
What sets you apart:
4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing)
4 or more years working experience quoting and binding directly with the insured.
Experience with Agency Management Systems and/or Salesforce.
Experience working in a Commercial Lines multiple carrier environment.
Experience writing Commercial Lines in multiple states.
Experience working in a call center environment.
Active P&C General Lines License for home state.
Compensation range: The salary range for this position is: $54,550.00 - $97,750.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.
USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Account Manager, Field Sales (Arkansas/Oklahoma)
Remote
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Role Summary
We are seeking an Account Manager, Field Sales to join our U.S. Global Wealth Management (GWM) team. In this role, you will generate sales and cultivate relationships within a defined geographic territory across the full suite of PIMCO products. You will manage all aspects of the client relationship and drive sales across intermediary-driven channels-wirehouses, independent advisors, banks, regional broker-dealers, and RIAs. The Account Manager will provide expertise, manage a territory of Financial Advisors, and introduce PIMCO's diverse investment strategies, building strong relationships and delivering results. The ideal candidate will possess superior consultative sales and relationship-building skills, a thorough understanding of PIMCO's products and services, and an advanced understanding of the financial advisory business.
Responsibilities
Maximize territory performance and drive sales with financial advisor clients to achieve and surpass net and gross sales targets for the assigned territory on a monthly, quarterly, and annual basis.
Collaborate with the Divisional Sales Manager to develop, execute, and achieve a strategic territory business plan that aligns with the principles of a long-term perspective and a consultative sales approach.
Maintain comprehensive knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies of our clients and partner firms.
Ensure the highest level of compliance with all industry standards, client firm requirements, and PIMCO policies, including adherence to all legislative and regulatory requirements.
Create a travel schedule that optimizes coverage in the designated territory to achieve all sales and activity metrics.
Schedule, conduct, and follow-up on activities based on agreed upon goals, including group sessions, one on one, meetings, educational seminars, and client entertainment.
Implement effective client segmentation and a service model that facilitates regular contact with top clients and prospects.
Build productive working relationships with product managers, portfolio managers, and other specialists across PIMCO to deliver the right resources to the right clients at the right time.
Establish and maintain productive working relationships with key regional COIs across our top partner firms.
Comply with all travel and expense reimbursement and activity reporting in a timely manner.
Support PIMCO Business Objectives
Provide feedback to PIMCO management on product demand, sales trends, and client satisfaction.
Seek opportunities to contribute to PIMCO beyond the daily remit of your role, strive to be an exceptional colleague
Represent PIMCO as needed at national, regional, and local conferences and training events.
Fully embrace and seek professional development and educational opportunities sponsored by PIMCO.
Qualifications
Minimum of a Bachelor's Degree required. CIMA, CAIA, CFA designations, and/or an MBA are a plus.
A minimum of five (5) of experience in an external client-facing role, such as business development or field sales, within the Arkansas and Oklahoma markets, along with a robust network of established relationships with financial advisors.
Possession of FINRA Series 7 and 63 licenses.
Strong territory management skills and demonstrated track record meeting sales quotas.
Proven entrepreneurial mindset with a strong commitment to client service and excellence, along with the ability to develop and deepen client relationships.
Exhibited exceptional client engagement skills and consistently achieved high levels of client engagement while building strong, lasting relationships.
Outstanding verbal and written communication skills to engage with key partners, present sales materials, and provide technical information about our products.
Strong financial services background with knowledge of investment trends and advisor best practices.
Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs.
Professional Skills Requirements
Relationship-Building: Proven ability to establish and nurture strong relationships with clients and stakeholders. Exceptional verbal and written communication skills, emphasizing effective engagement with diverse audiences. Composed under pressure, you build credibility and trust through consistent behavior, high integrity, and sound judgment.
Exceptional Organizational Skills and Resourcefulness: Expertise in managing multiple projects simultaneously, demonstrating outstanding organizational and project management capabilities. Strong critical thinking, analytical, and quantitative skills enable you to solve problems creatively and resourcefully. You think strategically, navigate ambiguity, and proactively advance projects and initiatives.
Adaptability and Collaboration: Thrive in dynamic, fast-paced environments, adept at managing shifting priorities and ambiguity. You build positive relationships and collaborate effectively across diverse teams. Your emotional intelligence, adaptability, and resilience empower you to handle unstructured processes and demanding responsibilities successfully.
Integrity and Continuous Learning: Your actions reflect high ethical standards and integrity, earning you credibility and trust. You are intellectually curious and committed to professional development, staying informed about industry trends. You contribute positively to the work environment and organizational culture, aligning with our core values of Collaboration, Openness, Responsibility, and Excellence.
Results-Driven: Self-motivated and dedicated to achieving excellence, you demonstrate attention to detail and accountability. Your intellectual curiosity and commitment to professional growth drive your interest in staying ahead of emerging trends in the industry.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary: $ 150,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Auto-ApplySenior Business Analyst
Houston, TX jobs
A great opportunity for a Senior Business Analyst to join our team in Houston, working closely with Tally clients to drive the energy future!
Tally Group is arguably the fastest growing energy software provider in the world (and our people grow just as fast!). Headquartered in Australia, we design and build agile solutions for real world problems. Having invested heavily in our retail ecosystem in 2024, we're now expanding our industry-leading capabilities around the world. Our role is to enable energy retailers to hit their targets with cutting-edge technologies, helping to reshape the way their customers buy, sell and engage with energy.
Our Houston office is part of a mighty team of globally dispersed employees, promoting flexible working options and diverse collaboration. We are ambitious, fast-paced and thriving at the leading edge of transformation. Will you join us?
What you'll be doing
Reporting to the US Delivery Lead, you'll be working in a team that moves at pace! The team work on projects that are smaller in scale with rapid turn arounds, requirements are defined for Developers in hours not days. You'll be part of a distributed team that works across 4 countries, which does require some meetings outside of usual business hours.
You'll be responsible for:
Writing user stories translating complex problems into requirements Developers can action
Working with Solution Architects to groom requirements
End-to-end analysis, modelling, and documentation of requirements to drive system enhancements, service optimization, and stakeholder-aligned project outcomes.
Analyzing and prioritizing customer and compliance requirements to identify and recommend product and process improvements that enhance effectiveness, reduce risk, and support regulatory alignment.
Building and managing great stakeholder relationships to support the successful delivery of projects and exceptional customer experiences.
Supporting user acceptance testing by verifying issues and providing timely, accurate documentation to ensure business readiness and solution integrity.
What we're looking for
Our people are change makers of the energy future! To thrive at Tally Group, you will need to have a curious and collaborative spirit. You must be customer-centric, a strong communicator and have a can-do attitude. In addition, and specific to this role:
Able to step back, pause and think critically about the correct approach before diving in
Proven experience in prioritization and compliance-driven change delivery.
Deep understanding of Software Development Life Cycle, business analysis, and process modelling, with strong documentation standards, especially user stories
Skilled in stakeholder engagement and cross-functional collaboration
Strong Jira and Excel skills.
Data focused approach - SQL experience is a bonus!
What we offer
Competitive remuneration within a supportive and collaborative team
Flexible working arrangements to suit your lifestyle
Vibrant office environment in the beautiful, tree-filled community of The Woodlands
Health insurance options
Employee referral bonuses
Access to our comprehensive wellness program and other wellbeing initiatives
An annual bonus day off to celebrate you!
Hybrid role with 2-3 days in office. We're open to remote working for the right person, provided they're available to travel to Houston for up to a week at a time.
Tally Group stands at the forefront of technological innovation within the energy retail industry. Our talented global team is dedicated to driving digital transformation and operational efficiency for our clients. We aim to empower the energy sector with cutting-edge technology that brings real business results.
Vice President, Institutional
Remote
As a key member of the West South Central region sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including Public Corporate Plans, Endowments & Foundations and other institutional investor segments. The primary objective is to increase assets under management across all asset class disciplines including Equites, Fixed Income and Alternatives. This hire will work closely with the rest of the institutional business development, relationship management, client service and consultant relations professionals in the US.
Key responsibilities and duties include, but are not limited to:
Organize and expand a successful marketing and sales strategy around a focused territory in the West South Central region in line with the firm's overall strategy, which targets Pensions, Endowments & Foundations and other institutional channels. Asset growth will be achieved through winning new mandates from current clients of Neuberger Berman as well as qualified prospects within the region
Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (e.g., Equities, Fixed Income, and Alternatives)
Effectively communicate the investment philosophy, process, strategies and performance to prospective clients as a proxy for Neuberger Berman
Communicate substantive client activity with the firm through written call notes
Integrate the direct sales program with the consultant marketing program of the firm in close partnership
Determine team, agenda, and materials necessary for all presentations involving other firm professionals
Accurately and successfully represent the firm to the outside world in various public forums
Pivotal Experience & Expertise:
Minimum of 7 years' experience in an institutional sales role at an investment management firm
Extensive current and prospective client contacts and relationships with Public and Corporate Pension Plans, Endowments & Foundations and other institutional channels in the West South Central region
Successful track record of raising assets through sourcing opportunities independently, closing new business in final presentations and servicing large complex mandates with large clients
Demonstrated ability to represent a multiple-product firm across both publics and privates
Excellent communication and presentation skills and an ability to explain sophisticated investment strategies and complex investment solutions
Proven success in building long-term relationships
Proven success in presenting during “finals” meetings, leveraging a keen understanding of the sales cycle
Leadership Capabilities:
Effective at leading, influencing and communicating with varying levels of expertise internally and externally
Superior verbal and written communicator who can effectively toggle from teamwork to independent execution
Highly collaborative and fosters a strong team-oriented approach
Committed to intellectual honesty, integrity and adherence to the highest ethical standards. Trustworthy, adaptable, resilient and transparent
Creative, yet pragmatic; challenges the status quo and helps the organization to overcome hurdles and build momentum and new capabilities with a sense of urgency
Serves as an inspiring role model with the ability to coach and motivate team members to achieve their goals
High confidence and ability/willingness to drive decisions
Cultural Impact:
Acts with Integrity and Authenticity - Operates with transparency, and authenticity, showing sincere interest in points of view of others. Can tease out motivating factors and align interests
Builds Collaborative Relationships - Effectively influences/brings others along, aligning internal and external stakeholders
Communicates Effectively - Understands the needs and perspectives of others and tailor's delivery accordingly; shares information appropriately; actively listens
Demonstrates Flexibility and Supports Change - Effectively navigates and drives change; comfortably assesses risk and problem solves; and demonstrates agility, flexibility and adaptability
Drives Vision and Purpose - Clearly connects the company's strategy and the needs of its client base to the activities of the investor relations function
Works well in a growing, fast paced environment which values direct communication
#LI-JG3
#LI-Hybrid
Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $130,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
Learn about the Applicant Privacy Notice.
Auto-ApplyInvestment Funds Counsel - Remote/Hybrid
Berkeley, CA jobs
A leading technology investment firm based in California is seeking a highly motivated Counsel to join its Legal and Compliance Department. This role involves negotiating side letters, supporting the launch of hedge funds, and managing legal documentation. Ideal candidates will have a J.D. degree, 2-4 years of relevant experience, and strong analytical and negotiation skills. The position offers a flexible work environment, competitive salary and benefits including health coverage and paid time off.
#J-18808-Ljbffr
Business Insurance Advisor (SACRAMENTO)
Sacramento, CA jobs
Why USAA?
Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Business Insurance Agent - Intermediate, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-members unique risk profile.
You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for members business.
On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers.
USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time).
This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position.
What you'll do:
Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.
Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.
Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.
Classifies members and/or non-members business and provide accurate risk management and risk mitigation solutions.
Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.
Utilizes Intermediate knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.
Leverages intermediate knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination).
Leverages intermediate understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.
Provides select account service for members and nonmembers including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
1 year of insurance sales and service experience and/or experience working in a high value, commercial insurance agency or broker setting.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
What sets you apart:
2 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing)
2 or more years working experience quoting and binding directly with the insured.
Experience with Agency Management Systems and/or Salesforce.
Experience working in a Commercial Lines multiple carrier environment.
Experience writing Commercial lines in multiple states.
Experience working in a call center environment.
Active P&C General Lines License for home state.
Compensation range: The salary range for this position is: $43,680.00 - $76,610.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.
USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
ETF Account Manager - Southwest
Remote
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position Description
We are seeking an Account Manager to join our U.S. Global Wealth Management (GWM) team. PIMCO is a recognized leader in active fixed income ETFs and is committed to expanding its ETF business to establish a dominant presence in this market. This role presents an exciting opportunity to be part of an entrepreneurial team within a rapidly growing segment of GWM, building on the strength of our established ETF franchise and contributing to a strategic growth initiative for the firm.
As part of our continued expansion, we are enhancing our platform to support new product launches and deepen engagement with a broad spectrum of GWM clients across the region. The Account Manager will gain valuable experience working with wirehouse advisors and teams, independent advisors, and registered investment advisors (RIAs), helping to drive growth in a key business area.
The ideal candidate is a collaborative team player with proven sales expertise and deep knowledge of ETFs. They possess strong interpersonal and relationship-building skills, a strategic mindset, and a keen understanding of the evolving financial advisory landscape. Adaptable and results-driven, they thrive in dynamic environments, demonstrate high integrity, and are committed to continuous learning and professional growth.
Responsibilities
The key responsibilities include, but are not limited to:
Drive territory performance by maximizing sales with financial advisor clients, consistently exceeding net and gross sales targets on a monthly, quarterly, and annual basis.
Develop and execute a strategic territory business plan aligned with long-term goals and a consultative sales approach.
Identify and cultivate new partnerships to expand PIMCO's ETF business among wealth managers at broker-dealers, wirehouses, and RIAs.
Design and implement marketing and sales campaigns to deepen engagement with existing partners and clients.
Collaborate with GWM colleagues across sales to champion ETF-focused initiatives and navigate complex client relationships.
Maintain deep expertise in PIMCO's products, platforms, investment themes, market strategies, and policies.
Represent PIMCO ETFs at industry conferences and client-facing events.
Adhere to all travel, expense reimbursement, and activity reporting requirements in a timely and accurate manner.
Uphold the highest standards of compliance with industry regulations, client firm policies, and PIMCO's internal guidelines.
Provide timely feedback to PIMCO leadership on product demand, sales trends, and client satisfaction.
Position Requirements
Bachelor's degree required; CFA, CPA, or MBA designations are a plus.
Minimum of five (5) years of experience in ETF-related client-facing roles, business development, field sales, or similar functions.
Established relationships with key prospects and clients within the Southwestern U.S. region.
Proven success in territory management with a strong track record of meeting or exceeding sales quotas
Deep understanding of the ETF ecosystem and its dynamics
Solid background in financial services, with knowledge of investment trends and advisor practices
Entrepreneurial mindset with a passion for contributing to the growth of ETF distribution infrastructure
Excellent verbal and written communication skills for engaging partners, presenting sales materials, and conveying technical product information
Strong client engagement capabilities, with a history of building lasting relationships and achieving high client satisfaction
Active Series 7 and 63 licenses required
Clean U-4 record.
Willingness to travel up to 90% of the time
Experience working with broker-dealer home office ETF contacts is preferred
Self-starter with the ability to thrive in a fast-paced, performance-driven environment
About You
If the following qualities resonate with you, we encourage you to apply for this exciting opportunity. At PIMCO, we offer a dynamic work environment where you can make a meaningful impact:
Relationship Building: You are a relationship-driven professional with a proven ability to build and maintain strong connections with clients and stakeholders. Your communication skills-both verbal and written-enable you to engage effectively with diverse audiences, and you consistently demonstrate integrity, sound judgment, and composure under pressure.
Organizational Excellence & Resourcefulness: You bring exceptional organizational and project management capabilities, with the ability to manage multiple initiatives simultaneously. Your strategic mindset, analytical skills, and resourcefulness allow you to solve problems creatively and advance projects proactively, even in ambiguous environments.
Adaptability & Collaboration: You thrive in dynamic, fast-paced settings and adapt easily to shifting priorities. You collaborate effectively across teams, leveraging emotional intelligence and resilience to navigate complex challenges and contribute meaningfully to shared goals.
Integrity & Continuous Learning: Your actions reflect high ethical standards and a commitment to continuous learning. You stay informed about industry trends and actively contribute to a positive work culture, aligning with PIMCO's core values of Collaboration, Openness, Responsibility, and Excellence.
Results Orientation: Driven by results, you are self-motivated and detail-oriented, with a strong sense of accountability. Your intellectual curiosity and dedication to professional growth keep you ahead of emerging trends in the financial advisory landscape.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 205,000.00 - $ 240,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Auto-ApplySenior Legal Counsel (Tech & Banking) - Hybrid
Chicago, IL jobs
A distinguished financial institution in Chicago is seeking a Senior Legal Counsel to provide legal advice on technology matters. The role involves contract negotiations, collaboration with business units, and requires a JD and 10 years of experience. The ideal candidate has deep knowledge of technology contracts in a regulated environment and will work in a hybrid model. Competitive salary and benefits are offered.
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Programmer/ Service Now Developer-Remote
Nashville, TN jobs
Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Siddhant Singh at email address ***************************** can be reached on # ************.
We have Contract role Programmer/ Service Now Developer-Remote for our client at Nashville TN. Please let me know if you or any of your friends would be interested in this position.
Position Details:
Programmer/ Service Now Developer-Remote- Nashville, TN
Location : Nashville , TN - Remote
Project Duration : 12+ months of contract
Pay range : $50- $55 an hour on W2
Job Description::
We are looking for a Service Now Developer with strong expertise in Customer Service Management (CSM) and/or Public Sector Digital Services (PSDS).
This role will focus on designing, configuring and delivering solutions that improve citizen services, streamline case management, and support digital transformation initiatives in the public sector.
Key Responsibilities:
Solution Design & Development
Configure and customize Service Now CSM and PSDS applications to meet public sector requirements.
Develop workflows, case lifecycles, business rules, and integrations with external government systems.
Build portals and self-service experiences tailored for citizens and government staff.
Implementation & Delivery
Collaborate with stakeholders to gather requirements and translate them into technical solutions.
Implement proactive service delivery features to improve citizen engagement and transparency.
Ensure scalability, maintainability, and compliance with government standards.
Integration & Support
Integrate Service Now with legacy systems, CRM, ERP, and external data sources.
Provide ongoing support, troubleshooting, and enhancements for CSM and PSDS modules.
Maintain documentation of configurations, customizations, and processes.
Governance & Best Practices
Adhere to Service Now development standards and coding best practices.
Ensure compliance with public sector security, accessibility, and data privacy regulations.
Participate in code reviews and contribute to continuous improvement initiatives.
Skills & Qualifications:
Hands-on experience with Service Now CSM and/or PSDS modules.
Strong knowledge of Service Now architecture, modules, and integrations (REST, SOAP, etc.).
Proficiency in JavaScript, Glide API, Flow Designer, and Integration Hub.
Experience with platform security, including user access management and compliance.
Experience with Service Portal development and UI/UX customization.
3+ years of Service Now development experience.
Experience integrating Service Now with third-party applications (REST/SOAP APIs).
Service Now platform upgrades and health scans are a plus.
Preferred Qualifications:
Service Now Certified System Administrator (CSA).
Experience in Agile/Scrum environments.
Knowledge of public sector service delivery models and citizen engagement strategies.
To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Siddhant Singh at email address ***************************** can be reached on # ************.