Castle Family Office jobs - 4,277 jobs

Job Description Dental Assistant - Join Our Caring Dental Family! Employment Type: Full-Time Preferred (M - 9:30-7, T 8-5, W 10-7, TH 8-5, F 8-2) About Us: At Castle Family Dentistry, we take pride in delivering outstanding dental care with a personal touch. Our patients feel like family-and so does our team. We offer a supportive, respectful environment where every team member plays a vital role in creating healthy, beautiful smiles. Responsibilities: Assist the dentist during a variety of treatment procedures Take and develop dental radiographs (X-rays) Prepare and sterilize instruments and treatment rooms Ensure patient comfort before, during, and after procedures Maintain accurate patient records and assist with administrative duties as needed Educate patients on oral hygiene and post-treatment care ✅ Qualifications: NJ Dental Assistant certification (RDA a Plus) NJ Radiography License CPR certification Excellent communication and interpersonal skills Strong attention to detail and commitment to patient care Experience with Open Dental is a plus! What We Offer: Competitive pay based on experience Paid time off and paid holidays, Paid birthday off Continuing education opportunities Supportive and family-oriented work environment 1 set of Scrubs reimbursed 401k and match, dental coverage, etc. How to Apply: Email your resume and a short introduction and times available for a phone interview

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645

WHAT IS THE OPPORTUNITY? Third Party Risk Management (TPRM) Lead is responsible for providing Enterprise wide third party risk management services, including taking a lead role to define, implement, and maintain a risk framework, operating model, policies, procedures, governance and oversight programs for all lines of business and subsidiaries. CNB established the TPRM program as a second line function, enabling CNB to manage third party risk effectively and efficiently, relative to its size and complexity. The lead is responsible for ensuring the program meets regulatory guidance, aligns with CNB's parent company, and incorporate changes as necessary. WHAT WILL YOU DO? In partnership with the TPRM Program Manager, develop a successful implementation plan consisting of: Assist with the development and execution of an TPRM risk framework, policies and procedures Direct assessments on key controls and overall compliance with the TPRM program, including the timeliness, completeness, and accuracy of risk assessments. Provide risk-consulting serves to first line third party risk managers for complex arrangements. Develop risk analysis and reporting, including risk metrics, for dissemination to both first line of defense (technology) leadership, risk management committees, CNB's parent holding company, and CNB's regulators. Streamline processes for risk identification and assessment, control assessment, testing and issue management. Lead continuous improvement activities and initiatives for TPRM, working with stakeholders, subject matter experts, and analysis of exception reports to define issues, determine root cause, and determine appropriate changes. Identify and assess requirements for CNB's GRC system to increase automation, and process effectiveness and efficiency. Responsible for reviewing SSAE 18 reports for CNB's third parties and evaluate for completeness, appropriateness, and assess impact to CNB on findings and exceptions to support CNB's Sarbanes Oxley, FDICA, and SOC programs. Manage coordination of assignment of resources based on demand and capacity, and required subject matter expertise, including augmenting internal staff with external resources as necessary. Ensure appropriate escalate of issues to first line and senior management as required. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Minimum of 7 years of third party risk management, assurance and / or oversight or relevant supplier or third party audit or compliance experience Minimum of 4 years of experience in risk and controls for information technology and cybersecurity, appropriately scoping assessments, providing credible challenges, and performing assurance testing. Minimum of 4 years working with a GRC system, incorporating continuous improvement for the system and process. Additional Qualifications Comprehensive knowledge of third party and information technology risk management processes and methodologies Experience using third party risk management /Governance, Risk and Compliance (GRC) systems Experience assessing contracts, including master service agreements, statements of work, and license agreements. Experience assessing cloud servicing arrangements Knowledge of and experience in designing and operating governance, frameworks and processes to comply with vendor management / third party risk management related regulatory requirements, guidance and oversight (OCC 2013-29, Fed SR 13-19 or other relevant third party risk management / vendor management regulation applicable to the financial services industry) Currently hold or quickly obtain industry recognized third party risk management or vendor management certification Excellent oral and written communication skills; experience performing both detailed and executive-level documentation Advanced knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint Experience with reporting platforms such as Tableau, SQL scripts, and Microsoft SSRS desirable WHAT'S IN IT FOR YOU? Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? The auditor will work within a team and on occasion as an individual contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the following areas: Financial, operational and process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements. What you will do Completes time sheets and expense reports in a timely manner. Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates. Keeps informed of new services, products and events that have a significant technology and business impact. Keeps abreast of changes in the business, regulatory, accounting and control environment in which City National operates, particularly in areas where audit responsibilities are assigned. Assists the Senior Auditor and or Audit Manager in the development of the audit scope. Holds preliminary discussions and interviews with auditees prior to the beginning of the field work. Prepares narratives/flowcharts detailing internal controls of area audited. Documents the workflow in the area audited, develops audit programs or procedures, and updates audit programs as necessary. Performs program procedures and documents work performed, test results and conclusions using work paper preparation guidelines. Holds discussions/interview with auditee to gather information, obtains explanations and supporting data/information and documents audit findings and the conclusions drawn. Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as they arise. Contributes to the drafting of audit observation sheets and audit reports. Supports and or participates in audit exit meeting with management. Ensures written reports are properly prepared and formatted for distribution. Must-Have* Bachelor's Degree or equivalent Minimum 3 years experience in performing internal control audits and risk assessments required. Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas required. Skills and Knowledge Understanding of risks, internal controls, work paper documentation and issue identification concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions. Ability to work independently or under the guidance and supervision of a Senior Auditor. Strong verbal and written communication skills, to effectively present to peers and management. Ability to exhibit leadership skills needed to convey ideas and obtain management buy-in for constructive change. Understanding of internal auditing standards, COSO and risk assessment practices. Understanding of the technical aspects of accounting and financial reporting. Experience in performing multiple projects and working with varying team members. Prior financial services industry experience is a plus. Compensation Starting base salary: $60,500 - $104,500 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit cnb.com. EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at **************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-KTB #CA-KTB

WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. Ensures work is produced and documented in alignment with quality and content requirements. Provides clear and transparent updates on remediation progress Exercises independent judgment in identifying and assessing risk. Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies Ensures observations and findings are documented and escalated to appropriate leadership. Exercises effective communication and promotes positive client relations with business line colleagues and management Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. Provides 2LOD audit and regulatory exam support. Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role Minimum 3 years of control assessment and validation experience Minimum 1 year of supervisory experience Additional Qualifications Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. Strong business knowledge of financial services Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology Strong knowledge of issue management practices with proven experience in issue management design and/or execution Ability to handle complexity and ambiguity Proven track record building strong relationships across multiple business functions Ability to deal effectively with conflict Well-developed influencing, analytical and problem solving skills Must be able to convey complex concepts in a clear and concise manner Ability to work independently with effective time and project management Ability to work in a matrix environment Strong interpersonal/teamwork skills Strong communication (verbal and written), negotiation, and presentation skills required WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical client in Summit, NJ No Third-Party, No Corp to Corp, No Sponsorship Title: Trademark Data Management Analyst Location: Summit, NJ Hybrid: (Mon-Fri, 40 hours) Contract Duration: 12 months, with likely extension Pay Rate: $33.57 per hour (w2) PLEASE NOTE: To be considered for this position you must have a minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes. Job Description: The IP Operations Assistant role is designed for an experienced, proactive, and self-starting individual seeking to work in a supportive and team-oriented setting. The position focuses on assisting with trademark data review, verification, and related administrative tasks, requiring interaction with in-house and outside counsel as well as business teams. Key Responsibilities: Interpret trademark correspondence to identify data entry errors and resolve inquiries from outside counsel. Manage trademark assignment and chain of title changes, including communication with outside counsel. Verify details of Powers of Attorney (POA), assignments, and related documents, preparing themfo r attorney signature, notarization, and legalization. Support the IP Operations Manager in departmental projects such as organizing POAs, running reports, and data verification. Assist with overflow projects and provide backup during team members' absences. Job Requirements: MUST HAVE A Minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes. Required proficiency in trademark IPMS databases, preferably Memotech. Understanding of trademark law sufficient to perform duties with minimal supervision. Strong organizational, teamwork, and time management skills with attention to detail and problem-solving abilities. Experience handling high-volume, complex data with the ability to multitask and work under pressure. Proficiency in Excel (including advanced data analysis and manipulation such as pivot tables), Microsoft Outlook, and Adobe Acrobat. Proven ability to manage projects independently while providing clear updates to the IPOperations Manager. Preferred but not required: New Jersey Notary certification. Comfortable using information technology and document management tools. Strong written and verbal communication skills, capable of effective interaction at all company management levels.

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical manufacturing client in Summit, NJ . This role will be onsite and available to candidates local to the Summit, NJ No Third Party or Corp to Corp or sponsorship. Title: Paralegal Location: Summit, NJ Onsite (Mon-Fri, 40 hours) Contract Duration: 12 months, with likely extension Pay Rate: $43.57 per hour (w2) ***Must have eBilling experience and or Onit software Description: Support day to day Legal Matter Management (ELM) and eBilling activities. Key Responsibilities • Support timekeeper review and approval process in Onit. • Support matter budget process within Onit. • Perform first level invoice review, ensuring accuracy against Outside Counsel Guidelines and ensuring required fields are populated. • Open new matters, as needed, ensuring all necessary details are captured • Assist with generating ad hoc reports Required Qualifications • Associate's degree or equivalent certification. • 5+ years of work experience in a law firm or legal department. • 2+ years of experience supporting eBilling and matter management, preferably using Onit. • Proven success operating in global, matrix environment. • Must have ability to communicate complex ideas clearly and concisely • Proven ability to examine issues, make appropriate decisions and ensure prompt actions. • Experience with technology used in a Corporate legal department including but not limited to: Onit, PowerBI and/or Tableau, Power Automate, Sharepoint, Teams, CoPilot, Writer • History of performance aligned with *** Values and Behaviors

As a Treasury Management Client Onboarding Specialist III at Provident Bank, you will coordinate the implementation of treasury management services. Your primary responsibilities include, supporting the sales process, coordinating the implementation and set up of Treasury Management Products and Services and providing ongoing helpdesk support to cash management clients via phone and email requests. This position will provide direct assistance to the Department or Sector Manager and may be called upon to train staff, support sales officers and act in a supervisory capacity in the absence of the Department or Sector Manager. KEY RESPONSIBILITIES: Coordinates the implementation of treasury management services Ensures all documentation and setup parameters, including testing are completed accurately and timely. Reviews and archives of all client documentation in conjunction with all associated supporting documentation as necessary. Completes client walk through and training process for product/service implementation. Filters sales referrals fielded to Treasury Management Sales officers from telephone calls received and email inquiries. Acts as a liaison with Treasury Management Operations to finalize documentation and setup processes. Handles phone inquiries in a helpdesk environment in conjunction with monitoring the queues and logging call activities. Monitors incoming inquiries from clients and branches Monitors existing ACH Guidance lines maturities, provides information needed for and completing annual reviews for borrowers and non-borrowers. Monitors upcoming maturities along with facilitating the renewal with all parties to ensure timely processing. Prepares ACH documentation for the recommendation of ACH Guidance line approvals or renewals as necessary. Maintains all records to comply with policies and procedures. Completes ACH Annual reviews for borrowers and non-borrowers. Examines and monitors RDC client activities and risk ratings and makes recommendations Reviews RDC processing exceptions including deposit limits review. Resolves Cash Management issues with Treasury Management Operations and third-party vendors to resolve customer issues relating to products/services. MINIMUM QUALIFICATIONS: High School Diploma or GED required. Minimum of 5 years related experience. Ability to work in a fast-paced environment, Knowledge of applicable banking and privacy laws and regulations and policies. Possess excellent oral and written communications skills. Ability to prioritize multiple responsibilities and complete them on time. Ability to work in a team environment to instruct peers and assume a leadership role. Computer literacy with PC and windows programs. Ability to perform detailed mathematic operations with the use of a calculator. Ability to work a flexible schedule to accommodate support hours at the helpdesk. Ability to define problems, collects data, establish facts and draw valid conclusions. Ability to interpret a variety of instruction, communicate them to others and establish controls to monitor and evaluate the application of these instructions. Ability to shift attention quickly and accurately from one matter to another. PREFERRED QUALIFICATIONS: Associate or bachelor's degree Prior supervisory or team leader responsibilities. WORKING CONDITIONS: Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $29.59 - $36.97 hourly Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans. #LI-Hybrid

Role Description. BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies, and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access Sales Specialist, Investment, Vice President, Associate, Sales, Relationship Manager

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Make your mark in Information Technology. At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology (IT) team equips our colleagues with the latest tools to complete their work ef Delivery Analyst, Technical, Information Technology, Delivery, Analyst, Operations

AtEisnerAmper, we look for individuals who welcomenew ideas, encourage innovation, and areeagerto make an impact. Whetheryou'restarting out in your career or taking your next step as a seasoned professional, the EisnerAmperexperience is one-of-a-kind. You can design a careeryou'lllove from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmperis seeking an experienced Recruiter to join our "Best-in-Class" Talent Acquisition team.The ideal candidate willhave a proven trackrecordrecruiting top-tier professionals, along with deepexpertiseinleveragingcutting-edgesourcing tools and recruitment technology. The preference for this roleis forcandidateslocatedin the EastCoastregion to ensure close collaboration with key business partners.Reporting to the Senior ManagerofTalent Acquisition, you will provide white glove level support to our service line leadersto attract and hire exceptional talent. Whatit Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "PlacestoWork" awards We believe thatgreat workisaccomplishedwhen cultures, ideas and experiences come together to createnew solutions We understand that embracing our differences is what unites us as a team and strengthens ourfoundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Willbe Responsible For: Lead full-cycle recruitment for roles across the organization, with a primary focus on AdvisoryServicespositions. Partner with hiring managers to understand business needs, define role requirements, and execute strategic sourcing plans. Build andmaintaina strong, proactive pipeline of qualified candidates to support current and future hiring needs. Proven ability toidentify, engage, and convert passive candidates, with a deep understanding of candidate motivation and long-term career drivers. Skilled in managing complexcompensation discussions, including salary, bonus structures, and benefits negotiation. Use advanced sourcing tools such as LinkedIn Recruiter,Beamery, and Talent Insights toidentifyand engage top talent. Leverage AI-powered recruiting technologies, including Metaviewand LinkedIn Hiring Assistant, to streamline hiring workflows and enhance candidate experience. Maintainaccurateand up-to-date candidate records using Workday. Monitor recruiting metrics and deliver data-driven insights to improve hiring processes. Stay current on industry trends, market data, and best practices inrecruitment. Ensure a positive client and candidate experience throughout the hiring process. Able toleverageestablished networks and industry relationships to proactively source and attract top talent. Basic Qualifications: Bachelor's degree in Human Resources, Business, orrelatedfield. 7+ years offull cyclerecruiting experiencewithin professional services,consulting,or publicaccountingfirmwith a proventrack recordofsourcing and hiring Advisoryprofessionals. Preferred/Desired Qualifications: Extensive experience recruiting professional-level talent, particularly in specialized or niche functions. Proven success sourcing passive candidates using tools such as LinkedIn Recruiter, Talent Insights,Beamery, Workday,Indeed, Glassdoor, etc. Strong verbal and written communication skills, with the ability to communicate effectively across all levels of the organization. Ability to thrive ina fast-paced, quick-turn work environment whiledemonstratinggood judgment and professionalism under pressure. Excellent attention to detail with strong organizational, multi-tasking, and time management skills. High levelof professionalism with a customer-oriented mindset and the ability to provideexceptionalcandidate experience. Deep understanding ofcreative offer construction, delivery, and closing techniques. Strong analytical andproblem-solvingskills. Travel to different events and EisnerAmperoffices asrequired. EisnerAmperis proud to be a merit-based employer.We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About Our HR Team: Comprised of five centers of excellence and a diverse team of backgrounds and experience, the EisnerAmperHuman Resources department attracts top talent, creates impactful engagement opportunities, and promotes education and growth for employees across the firm. By bringing together unique HR specializations and a deep understanding of the accounting business, we can enable our colleagues to thrive personally and professionally. Our award-winning culture is based on the tenets of respect, professionalism, and extreme hospitality. While people are at the heart of everything we do,don'tmistake us for your typical HR department.We'reconstantly looking for ways toleverageadvanced data and analytics, implement innovative technology, and roll out new processes that scale with the business. EisnerAmperHR employees act as strategic partners with the service lines with which they work to create and deliverreal businesssolutions. Because when we have a genuine understanding of the unique teams and individuals we serve, we can make a tangible difference and deliver on our promise of beinga great placeto work. AboutEisnerAmper: EisnerAmperis one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-rangeperspective;to help clients meet the pressing issues they face today and position them for success tomorrow. Our clientsrepresententerprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofitorganizationsand entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. Should you need any accommodations to complete this application please email: Preferred Location:New York For NYC and California, the expected salary range for this position is between 85000 and 150000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.

A leading financial services institution is looking for a Private Banker to join their U.S. Private Bank team in Summit, New Jersey. The ideal candidate will have over seven years of experience in financial services and possess strong skills in client relationship management and investment strategies. This role requires a bachelor's degree and relevant licenses, focusing on providing exceptional service and generating new business. The candidate will work collaboratively within a dynamic team to meet diverse client needs. #J-18808-Ljbffr

Job Classification: Technology - Software Development/Quality Engineering PGIM: 2026 Quantitative Solutions, Multi-Asset Summer Associate Internship (PhD/MBA/Masters) PGIM Quant Solutions is a pioneer of quantitative investing, providing equity and global multi-asset solutions. Serving investors since 1975, PGIM Quant Solutions targets superior risk-adjusted returns by combining research-driven quantitative processes built on academic, economic and behavioral foundations with discernment from expert market practitioners. PGIM Quant Solutions manages over $100 billion for institutional and retail clients. It is a subsidiary of Prudential Financial. As a leader in scientifically-based, process-driven active investing, the firm's research process begins with economically sound hypotheses, which are then tested with empirical data. All validated insights are included into a process that broadly and systematically applies those insights.' For nearly 50 years and through many market cycles, PGIM Quant Solutions has applied a thoughtful, disciplined, research-driven approach to develop multi-asset solutions to meet various client objectives. For over 20 years PGIM Quant Solutions has been a leader in the development of academically rigorous factor models that have proved their mettle through a wide variety of market and economic environments. A deep understanding of asset class economics is combined with careful analysis of risk and return drivers to deliver exposure to multiple return sources while seeking to manage downside risk. Robust implementation and outcome-based solutions range from total return balanced portfolios to absolute return Timeline: Program Dates: Monday, June 1st, 2026 - Friday, August 7th, 2026 Application Deadline: Friday, February 6th, 2026 (We review applications on a rolling basis and reserve the right to close earlier based on volume or role availability.) What you can expect: PGIM Quant Solutions is looking for a research intern who will execute challenging quantitative projects within the GMS team. Examples of topics include design and simulation of quantitative investment strategies, risk modelling, transaction cost modelling and application of machine learning techniques to investments. The candidate may be exposed to any or all of these areas in the development process. This may include collecting global financial data, writing software programs and using existing third-party software. We would expect the candidate to summarize their experience with a report or presentation that describes the results. Academic literature and industry publications will also be available for the intern to explore. What you'll need: The candidate should have a quantitative background with a working knowledge of investment theory and intellectual creativity. Accordingly, the successful candidate will possess the following: * MBA, Master's or PhD student in finance, economics, mathematics, statistics, graduating between December 2026-May 2027. * Strong knowledge of modern financial economic theory (asset pricing, portfolio theory, factor risk models), macroeconomics, and econometrics/statistics * Programming experience with Matlab, Python. Knowledge of SQL is a plus. * Knowledge of machine learning methods and natural language processing is a plus * Independent problem-solving ability * Strong teamwork orientation * Ability to effectively communicate ideas to internal user groups. * Flexibility on research on multi asset portfolio needs. * Prudential does not provide visa sponsorship for this position. Successful candidates must possess the requisite US employment authorization to be eligible for consideration. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Good Things are Happening at Berkshire Hathaway GUARD Insurance Companies! We provide Property & Casualty insurance products and services through a nationwide network of independent agents and wholesale brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be the leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! BENEFITS We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave This position is Remote dependent on your proximity to a GUARD office or Hybrid work schedule (three days in the office, two days from home) Work/life balance schedule - no nights or weekends/closed for all major holidays Longevity awards (every 5 years of employment receive a generous monetary award to be used toward a vacation) Tuition reimbursement after six months of employment Numerous opportunities for continued training and career advancement And much more! Responsibilities The Digital Distribution Analyst will work with the digital distribution team to support our API portfolio to ensure our APIs meet business needs and are effectively integrated into our partners systems. They will work with both internal and external stakeholders to understand requirements, onboard partners, document processes and specifications, and troubleshoot issues related to API functionality and performance. This role is most focused on understanding business processes, identifying areas for improvement, and recommending solutions that align with business goals. Then working with our API integrated trading partners to implement and optimize integrations. API Integration and Testing: Work with development teams to integrate APIs into partner systems, ensuring functionality and performance meet requirements. Perform integration testing and troubleshoot issues throughout the project lifecycle, ensuring data integrity and accuracy. Troubleshooting and Support: Investigate and resolve issues within our API integrations providing support to internal and external users and development teams. API Management and Improvement/ Continuous Improvement: Identify opportunities to improve APIs, including performance, onboarding, maintenance, usability, and testing. Maintain existing integrations, troubleshooting issues and implementing necessary updates. Collaboration and Communication: Work with various stakeholders, including business analysts, developers, and QA teams internally and externally. Strong written and verbal communication skills to clearly articulate problems, and work effectively with others to generate solutions, and achieve a shared goal. API Documentation: Create and maintain business documentation for APIs including process documentation and troubleshooting guides. Collaborate with stakeholders to define integration requirements, including data mapping, workflows, and SOPs. Performance Analysis: Analyze available data to identify areas of opportunity at integration points, gaps, and in the overarching performance as well as conversion of the partner APIs. Support and Maintenance: Provide business focused technical support to clients, manage support tickets, and track/record issues. Qualifications The ideal candidate must be able to work independently with an entrepreneurial spirit and have excellent technical skills, including knowledge and experience working with a variety of computer programs. Bachelor's degree preferred. The ideal candidate will have a strong background in API integrations and implementations with experience in the commercial insurance industry a plus. We offer an exciting challenge to a technical Distribution Management Professional who can make an immediate impact upon production and is looking for opportunities to advance their career. The qualified candidate must show a high degree of attention to detail, demonstrate a genuine interest in understanding complex problems by understanding the underlying causes and potential impacts, the ability to break down problems into manageable components, analyze data, and draw logical conclusions and generate creative solutions. In exchange for your expertise, we offer exceptional salary and bonus opportunities, comprehensive benefits, as well as the opportunity for professional development with a progressive organization poised for growth. The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required. Salary Range $60,000-$100,000.00 USD The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the security resilience of the bank's applications to malicious hacking activity. This senior technical role is responsible performing and leading ethical hacking assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include leading and performing research, understanding the bank's security policies, working with appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. These individuals are expected to perform application security-oriented dynamic and static assessments across a multitude of technologies including web UI, web APIs, mobile and cloud, including associated source code. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior. * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing to identify high-value vulnerabilities/chained attacks. * Developing Proof-of-concepts for exploitation. * Perform assessments of the security, effectiveness, and practicality of multiple technology systems. * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications. * Provide clear and practical advice regarding managing risks. * Learn and develop advanced technical and leadership skills, mentor Junior and Intermediate assessors in technical tradecraft and soft skills. * Respond to security incidents and provide technical assistance to leadership across the Information Security organization. Required Skills: * Minimum of 5+ years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 5 of the following areas: * security engineering * application architecture * authentication and security protocols * application session management * applied cryptography * common communication protocols * mobile frameworks * single sign-on technologies * exploit automation platforms * Web APIs * Cloud environments * LLM security * Mobile application analysis * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a OWASP Top 10 vulnerabilities without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with DAST and SAST tools to identify vulnerabilities * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques. * Solid programming/debugging skills, development frameworks, CVE and CWE research/reproduction * Threat Analysis, threat modelling and SBOM analysis * Innovative thinking, threat actor simulation * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CEH, OSCP/OSCE/OSWE/GXPN/GPEN/GWAPT/GMOB/All Practitioner Certs [Port Swigger BSP Academy]/Cloud Cert(s)/ eWPT; eWPTX; eMAPT [INE Pentester Academy] * Strong programming/scripting skills * Frida * Binary analysis (disassembly skills) Skills: * Advisory * Innovative Thinking * Technical Documentation * Technology System Assessment * Threat Analysis * Adaptability * Collaboration * Scenario Planning and Analysis * Test Engineering * Written Communications * Attention to Detail * Information Systems Management * Issue Management * Presentation Skills * Prioritization This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for developing and maintaining a network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Manages prospecting clients and the initial structuring processes, while determining customer financial objectives and lending needs Negotiates with the client on lending terms, preparing deal justification and related documentation, and advising on related policies and guidelines Maintains a network of relationships to drive business referrals for lending opportunities Works directly with clients through final loan approval and closing as necessary and ensures data quality of client and deal information Provides guidance to effectively challenge and influence the strategic direction and tactical approaches of priority decisions Maintains thorough knowledge of lending programs, policies, procedures, and regulatory requirements and understands the suite of Wealth Management products and services to support business requirements Manages multiple tasks and sets priorities in line with the bank's overall strategy and prioritization Required Experience/Skills: Minimum 5 years first mortgage origination experience, or a minimum 3 years mortgage origination experience with an additional two years of experience in the financial services industry. Has significant experience building relationships with clients. Has a working knowledge of federal regulations governing real estate lending. Can build and maintain solid referral base (that is, strong community involvement/ties, established relationship with assigned Merrill financial advisors). Strong computer skills including Microsoft applications and previous experience using laptop technology for communication purposes including accessing rate, credit and loan status information. Takes ownership, accountability and can demonstrate integrity. Understands processing, underwriting and/or closing procedures. Self-motivated and highly organized. Effective communication skills. Prioritizes multiple competing tasks. Client Solutions Advisory Collaboration Data Privacy and Protection Influence Networking Attention to Detail Client Management Credit Documentation Requirements Customer and Client Focus Problem Solving Active Listening Causation Analysis Conflict Management Loan Structuring Referral Management Preferred Experience/Skills Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals. Strong background in credit solutions, ranging from standard to custom mortgage products and other securities-based lending. A bachelor's degree in business or related field experience. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Bedminster - 1 CROSSROADS DR (NJ2921), US - NJ - Bridgewater - 100 SOMERSET CORPORATE BLVD (NJ2807), US - NJ - Flemington - 200 State Route 31 (NJ2122) Pay and benefits information Pay range$65,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Finance Business Partner Overview Mastercard's Technology (TECH) Business Unit operates the company's integrated global payments processing network. TECH uses its expertise to make payments safe, simple, and smart. TECH Finance team strives to provide accurate financial and operational data to our business partners to enable sound financial decision making. The Finance Business Partner is responsible for providing financial guidance and support to our business partners, reporting, planning including budget & forecast, and ad-hoc analysis. Key to prospering in this role are the abilities to interpret data, devise strategic plans, assume leadership, and cultivate connections with colleagues across the global Mastercard network. Duties include managing all facets of the routine financial tasks such as facilitating the monthly close, preparing annual budgets and routine forecasts, conducting financial analyses, identifying financial variances, as well as highlighting potential opportunities and risks. Role * Manage all aspects of the day-to-day financial responsibilities such as monthly close, annual budget/regular forecast, financial reporting, variance analysis, opportunities and risks. * Manage, develop and create standardized financial reporting packages that will help drive and support the business and create valuable insights for management to support decisions. * Assist with strategy and process improvements related to budgeting, forecasting, systems and other key areas to ensure alignment with market objectives; proactively identify ways to improve processes and execute agreed upon improvements * Investigate and create opportunities for automation and more efficient methods of report creation and delivery anticipating needs of internal customers, members and other stakeholders * Identify, analyze, and communicate trends and issues affecting the business, including addressing ad hoc financial queries or analysis, and assist to formulate and drive mitigation plans * Represent Finance as a key stakeholder in various management meetings * Support financial reporting process for all major localization initiatives * Check and maintain the integrity of financial models and add improvements where possible. * Build and maintain tools and reports; may serve as a go-to resource for financial technology (e.g.. Hyperion, Oracle) All About You * Master's in Finance or CPA preferred * Excellent finance skills including modelling/business case development and scenario analysis, budget, planning and forecast experience * Strong experience of expense forecasting and variance analysis; experience of Technology expense forecasting is a plus * Ability to translate complex information into simple parts * Demonstrates strong self-awareness, keenness to learn and a strategic mindset. Open to different approaches and ideas and willing to challenge status quo to drive new business initiatives. * Ability to perform successfully in a fast paced, rapidly changing environment and manage multiple priorities and assignments concurrently * Strong communicator with experience working with colleagues from other business units and markets * Experience creating and delivering presentations for internal learning, training events and/or business discussions * Strong sense of urgency; excels in a deadline driven work environment * Strong skills in Hyperion, Excel and PowerPoint required Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.