Senior Specialist, Regional Trust Associate
Charles Schwab Corporation job in Mather, CA or remote
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Position allows for 100% remote work.
The Regional Trust Associate is a key member of our Banking & Trust Services (BTS) National Sales Team and is responsible for partnering with our internal Trust Services teams, Schwab's Investor Services (IS) and Advisor Services (AS) colleagues, Registered Investment Advisors (RIAs), and clients regarding inquiries for which Charles Schwab Trust Company or Charles Schwab Trust Company of Delaware are being sought as a future successor trustee.
What you are good at:
* Qualified candidates are aspiring financial professionals with a desire to grow within Schwab
* Effectively communicate and follow-up with partners, advisors, attorneys and clients
* Actively participate in special projects and initiatives in the spirit of innovation, collaboration, and community
* Highly organized professional with the ability to take ownership, prioritize, manage and execute multiple responsibilities
* Ability to handle large volume of inbound leads or inquiries in an efficient manner
* Energetic and highly motivated self-starter with problem-solving mindset
* Collaborative team player with contagiously positive, outgoing, can-do attitude
* Creating data to support Trust teammates in developing new business
* Acting as secondary business development and sales support resource for all Schwab clients and prospects when the RTC is unavailable
* Proactively supporting Regional Trust Consultants (RTCs) in lead generation and pipeline maintenance through relationship management, CRM proficiency, and client follow-up
* Providing ongoing feedback to internal partners regarding available new solutions, services, pricing, and marketing materials
* Executing timely and relevant information to field partnerships, while proactively anticipating the needs of RTCs
* bility to provide cursory reviews of trust documents
* Demonstrate excellent communication & partnership skills within various partnerships
* Delivering an exceptional experience through meeting all service level agreements
* Ability to adapt quickly to support teammates and clients
* Demonstrating excellent priority management skills in real-time
What you have
* Minimum five years experience in the trust industry. Basic knowledge of trust principles along with practical experience working with personal trusts preferred; experience with trusts governed by Nevada or Delaware law a plus Consultative client-facing experience preferred
* 3+ years of relationship management experience in developing enhanced affiliations with field partners to support business development activities
* Proven ability to influence others, provide an excellent experience while delivering specific product and technical knowledge for all Trust offerings
* Aptitude to quickly build knowledge base around Banking and Trust Services offerings
* Excellent analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
* Strong internal and external customer focus, including ability to think in terms of client experience/perspective
* Effective presentation and public speaking skills
* Self-starter, problem resolution skills with a strong acumen around delivering and receiving constructive feedback
* Proven confidence with technology and the ability to understand & teach new systems/applications with ease
* Proactive daily self-development
* Outstanding time management and organizational skills
* Strong adaptability to change
* Bachelor's degree is a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
#SchwabBTSJobs
Auto-ApplySpecialist, Brokerage Service Representative - 401k and HSA
Charles Schwab Corporation job in Richfield, OH
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Applicants must currently be authorized to work in the United States on a full-time basis without employer sponsorship.
Personal Choice Investment Services (PCIS) Participant Services works directly with Self-Directed Brokerage Accounts for retirement plans and health savings accounts. These are optional brokerage trading accounts that are established by plan participants within an employer-sponsored retirement plan (401K, 403B, etc.) to increase their investment choices within the plan.
The Participant Group Specialist will directly interact with a variety of clients including plan participants, trustees, Third-Party Administrators (TPAs), and advisors, through inbound and outbound calls, emails, chat, and letters. This position is responsible for answering all client service and trading inquiries, as well as complex transactions and issue resolutions, often including interaction directly with Clearing or Advisor Services. The position is also responsible for mitigating risk through tailoring specific information to different layers of contacts associated with plans, maintaining knowledge from across multiple business divisions, and performing some analyst functions such as credit risk, quality assurance, and other projects. The individual will also act as an advocate of Charles Schwab and PCIS by recognizing prospects, describing the Self-Directed Plan Service products, and may include a referral to any of the Sales groups as requested. This position requires the ability to consistently perform to a high-level performance and quality goals set by management based on the needs and expectations of our Corporate clients and plan providers. This unique position requires proficiency at handling standard retail, clearing, trust, and (Retirement Business Services) RBS issues, as well as knowledge of retirement plans and specialized PCIS information. In addition, the Specialist must be able to multitask and work on several different assignments simultaneously and have the flexibility to shift tasks or assist other areas of RBS as needed.
Key responsibilities include:
* Provide World Class client service via phone, email, and chat, while establishing and cultivating relationships
* Process service inquiries as well as equity, ETF, option, and mutual fund transactions.
* Adhere to all company policies and procedures.
* Contact Participants/Advisors/Trustees by phone or email to resolve Back Office issues
* Process and create applicable cases through various workflows.
* Mitigate risk including following all trading policies and procedures and escalating appropriately to management.
* System cleanup projects
* Call out campaigns.
* Attend and participate in Team Meetings and Huddles
* Miscellaneous tasks as assigned by management.
What you have
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
* Active series 7 & 63/66 licenses are required (may be obtained under a condition of employment - within 8 months)
* Outstanding communication, listening and analytical skills
* Possess a sense of urgency and commitment to provide the highest level of service to Schwab clients.
* Ability to recognize client's needs quickly and respond to those needs in a courteous and professional manner
* Ability to accurately determine client needs and achieve problem resolution
* Recognizes opportunities for improvement and recommends changes in current processes or procedures to enhance personal and organizational effectiveness and efficiency
* Capable of maintaining a professional attitude and exhibiting emotional intelligence
* Knowledge of the securities industry
* Strong Technical skill with the ability to quickly assimilate and understand the systems used throughout the company
* Proficient typing skills and using Schwab Systems.
* Capable of handling an ever-changing environment
* Adept at teamwork across multiple locations
Preferred Qualifications
* Six months Client Service experience
* Three to six months Trading experience
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Auto-ApplyConstruction & Commissioning Scheduler
New Albany, OH job
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Schedule: Full-time | On-site presence required
Industry: Industrial/Power/Data Center Construction
We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery.
What You'll Do:
Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases.
Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable.
Track progress, analyze variances, and recommend adjustments to keep projects on target.
Generate look-ahead schedules, performance reports, and updates for leadership and client reviews.
Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health.
Align construction and commissioning activities for smooth transitions and seamless project closeouts.
What You Bring:
Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience).
5+ years of experience scheduling large-scale industrial, data center, or power generation projects.
Strong command of Primavera P6.
Proven track record supporting both construction and commissioning phases.
Excellent communication, organizational, and analytical skills.
Ability to work on-site in New Albany, Ohio.
Preferred Experience:
EPC or large-scale construction background.
Knowledge of commissioning processes and turnover documentation.
Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools.
If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
Dir, P3, Workpl Ops & Supp III : Job Level - Director
Columbus, OH job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support III position at the Director level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Role Profile
Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high quality technology solutions and support functions to our internal end users. Our goal is to ensure end users across the firm can perform their job efficiently with minimal to no interruption. We are seeking a Team Leader to help the lead and shape the service desk population through adhering to the firm's core values. The ideal candidate will be a visionary and leader for their team, motivating and coaching team members with the goal of providing world class customer service.
What you'll do in the role:
* Responsible for the oversight of the Service Desk Professionals servicing the Morgan Stanley population
* Provide timely feedback, training, and coaching 70% of the time with a focus on driving incident restoration with a World Class Service experience
* Responsible for interviewing and onboarding top talent
* Conduct performance management in an effort to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates
* Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements
* Oversee outages, leverage tools when volumes are at peak and escalations occurring, which would include ServiceNow, Service Desk Knowledge, Remote Assistance among others, in an effort to resolve our internal population
What you'll bring to the role:
* 4+ years previous call-center experience or equivalent required in a technical or customer service field
* Previous Service Desk Experience
* Experience with Microsoft Office products, Windows 10, and general office computing tools required
* Passion for providing feedback & coaching
* Excellent written and oral communication skills
* Excellent time management skills
* Excellent Problem-Solving Skills
* Experience with Microsoft Office Products, Windows 10, and general office computing tools
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $70,000 and $105,000 per [hour/year] at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyAssociate, IT Security Administration
Delaware, OH job
About this role At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
Your team
Join our global team of cyber security experts, protecting our business and developing exciting capabilities on the frontline of cyber defense. Apply your passion and knowledge of cyber security to improve the security of internal and external business workflows by supporting optimal cybersecurity control alignment and empower all employees to protect information our clients and investors entrust us with, and the systems and technology that enable our mission.
Your Responsibilities
This individual will be part of the Cyber Administration team that is responsible for:
* Cyber Diligence - Identify control gaps and potential cyber risks impacting technology infrastructure and the critical service provider ecosystem through supply chain security and pre-M&A assessment activities, new technology security reviews.
* Cyber Governance - Provide centralized oversight for cybersecurity policy and risk management, including content management for Information Security's policy library; contracting with service providers and clients; audit, assessment, and attestation activities.
* Cyber Partnerships - Support internal stakeholder enablement and client due diligence requests.
* Cyber Training & Awareness - Embed a culture of "students of security" through delivery of the global cyber training and awareness program, including via InfoSec communications and maintenance of the InfoSec Hub, training library, and periodic testing (e.g., phishing assessment program, WarGames program).
* Talent Management - Manage talent strategy and employee experience for Information Security.
BlackRock is committed to building great Cyber Security careers for our people, and we are looking for an individual with a passion for cyber security defense to continue the growth of our exceptional team.
You have…
* Strong documentation and process-oriented background with leading and managing complex Technology projects.
* The ability to effectively influence others to account for the plans and collaborative behaviors for results.
* Ability to communicate complex and technical issues to diverse audiences, orally and in writing, in an easily understood, authoritative, and actionable manner.
* Ability to identify and assesses the cybersecurity threats, risks and controls to cost-effectively mitigate risks.
* Ability to react to high pressure dynamic changing environments.
* Excellent prioritization capabilities, with an aptitude for breaking down work into manageable parts, effectively assessing the priority and time required to complete each part.
* Ability to work on several tasks simultaneously and pay attention to sources of information from inside and outside one's network within an organization.
* Ability to apply original and innovative thinking to produce new ideas and create innovative products, solutions, or approaches.
* A discipline and interpersonal skills to work well in a global environment, complementing teams in multiple remote locations.
For XDE-Regional - Delaware Only the salary range for this position is USD$110,000.00 - USD$138,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Service Desk Site Manager
Columbus, OH job
We are seeking an experienced manager to lead our established Service Desk team. The ideal candidate will be a strategic leader with a vision for motivating the team to deliver world-class service. As the Service Desk Manager, they will collaborate with IT colleagues to identify and implement opportunities for efficiency and excellence, aiming to achieve tasks more effectively and promptly.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Lead Workplace Operations & Support Manager position at the Vice President level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
* Oversee the Service Desk site, with responsibility for managing 30 to 60 employees and contractors involved in level 1 and level 2 support, knowledge management, major incident management, reporting, and training
* Convey vision, goals and direction for the team
* Define overall strategy and direction
* Lead decisively and empower the team
* Promote innovation and process improvement
* Responsible for overseeing recruitment processes and managing employee performance
* Anticipate change impact and implement solutions to reduce its effects
* Identify opportunities for efficiency improvement and automation
* Drive Service Desk KPI's and metrics
* Compile and provide reporting to Senior Management
What you'll bring to the role:
* Excellent written and oral communication skills required
* Experience with Microsoft Office products, Windows 10, and general office computing tools required
* 6+ years call-center management experience or equivalent required in a technical or customer service field
* Previous Service Desk experience expected
* College degree or equivalent experience required
* Excellent problem-solving skills required
* Experience with financial service firms a plus, but not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyUnderwriter - Disability Insurance
Remote or Phoenix, AZ job
Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and by prioritizing their needs above all else. We Live Mutual.
* POSITION IS 100% REMOTE/VIRTUAL* Work from home anywhere in the United States
We are seeking a DI Underwriter to join our team! You will be responsible for working with our customers, agents and brokers during the individual disability income insurance sales and service process.
The Opportunity
* Become a part of a dynamic team that is helping Americans protect the ones they love
* Highly competitive pay & benefits on the first day
* 100% remote/virtual position - work from home anywhere in the US
The Team
It is an exciting time to be and underwriter at MassMutual! MassMutual is going through a digital transformation while continuing to be a leading customer-centric company. The team is composed of underwriters supporting our MassMutual Financial Advisors (MMFA) distribution channel. We support MassMutual career agents, individual brokers and the consumers they serve. The team culture is collaborative, cross-functional, and uses old and new technologies combined with a work/life balance.
The Impact
We are looking for the right candidate to join our team. The chosen candidate will be tasked with developing the skills needed to underwrite disability insurance in a fast-paced diverse work environment that is inclusive and values different experiences, backgrounds and knowledge.
Roles and Responsibilities
* Evaluate and handle all underwriting aspects of disability insurance applications.
* Understand underwriting policies, guidelines, practices, and procedures.
* Determine whether to accept, modify, or decline a risk through evaluation of an individual's risk profile including medical history, occupational hazards, financial background, etc.
* Build trust by providing efficient, quality service to our MMFA agents, brokers, and field office staff.
* Communicate effectively with the field to explain underwriting decisions and facilitate placement of business.
* Tailor communication style to fit a variety of target audiences, foster relationships and facilitate placement of business.
* Collaborate with stakeholders to gather information necessary for decision-making and selecting profitable risks.
* Influence and champion changes to improve processes while maintaining morbidity expectations.
* Leverage interpersonal and emotional intelligence skills to develop relationships with key business partners across the competitive landscape.
* Work independently with minimal direction and be comfortable with ambiguity.
The Minimum Qualifications
* High school diploma or GED
* 3+ years of proven success underwriting disability insurance in a fast-paced work environment.
* $7K+ approval authority in disability insurance underwriting.
The Preferred Qualifications
* Bachelor's degree
* 5 Years+ of proven success underwriting individual disability insurance in a fast-paced work environment
* Approval limits of $10K+ IDI, $15K+ BOE, $250K+ Buy/Sell without a second signature
* Exams completed toward industry designations i.e., DIA/DIF, AALU/FALU, FLMI, etc.
* Thorough knowledge of all aspects of risk selection (medical, non-medical, financial).
* Excellent understanding of key underwriting concepts, best practices and in the implementation of necessary risk management controls
* Thorough knowledge of underwriting administrative systems, product rules, guidelines and medical factors impacting morbidity with a keen ability to position the underwriting decision to the field
* Ability to think critically and problem solve using data to drive toward resolution
* Technological/digital savvy with high intellectual curiosity
* Demonstrated track record of working with minimal supervision, being a self-starter and working with others in a team environment
* Proven customer service and communication skills
* Positive, inclusive, agile, and collaborative mindset
* Strong verbal and written communication skills
* Flexibility to handle changing priorities
* Collaborative team player with the ability to contribute to a positive work environment.
What to Expect as Part of MassMutual and the Team
* Regular meetings with the DI Underwriting Team
* Focused one-on-one meetings with your manager
* Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
* Access to learning content on Degreed and other informational platforms
* Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-Remote
#LI-JA1
Salary Range:
$65,800-$86,300
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
Auto-ApplyMainframe CICS Systems Engineer- Vice President
Remote or Alpharetta, GA job
As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Enterprise Technology & Services (ETS) delivers shared technology services for Morgan Stanley supporting all business applications and end users. ETS provides capabilities for all stages of Morgan Stanley's software development lifecycle, enabling productive coding, functional and integration testing, application releases, and ongoing monitoring and support for over 3,000 production applications. ETS also delivers all workplace technologies (desktop, mobile, voice, video, productivity, intranet/internet) in integrated configurations that boost the personal productivity of employees. Application and end user functions are delivered on a scalable, secure, and reliable infrastructure composed of seamlessly integrated datacenter, network, compute, cloud, storage, and database functions.
Our Team
The Enterprise Z organization (EZ) is a technology enabler for the business by providing a strong, resilient, and stable platform to host and enable business innovation/growth in our lines of business and global locations. EZ consists of experienced administration, operations and engineering staff required to support the platform. In addition to flexible hours, the Firm enables its staff to work remotely. The EZ engineers work with the latest hardware and software technologies. The IBM z platform and the mainframe disk and tape technologies are frequently refreshed across our datacenters.
Mainframe CICS Engineer
The Mainframe CICS Systems Programmer/Engineer is responsible for all phases of CICS engineering, system and software maintenance, and CICS related operational functions. The candidate must be comfortable working with CICS in a 24x7 large scale Sysplex and CICSPlex environment and must be able to interface with application developers and operations teams. The CICS engineer should have strong analytical, organizational and communication skills, as well as in-depth knowledge in CICS performance & tuning, debugging and dump analysis. On-call support and maintenance outside of normal working hours are needed to support the CICS environment and to resolve issues.
Skills Required:
* Knowledge of SMP/E, software upgrades and maintenance
* Knowledge of all CICS parameters that control performance in a CICSPlex environment.
* Knowledge of CICS SMF record structure and the CICS Performance Analyzer tool to gather statistics necessary to tune CICS regions
* Experience with CICSPlex SM implementation & customization, dynamic transaction routing, etc.
* Knowledge of the CICS resource definitions, including those that pertain to CICS region performance
* Experienced with the CICS monitoring tools such as Sysview for CICS.
* Ability to perform problem determination, dump analysis and performance tuning
* Knowledge of Cobol to support application developers
* Experience with Mainframe Websphere MQ
* Excellent oral/written communication skills
Skills desired:
* Assembler, COBOL and REXX coding and knowledge of CICS Exits
* Web application support in a CICS TS V6.x environment
* Understanding of zOS facilities such as: APF, Linklist, VSAM, LPA, RLS, Coupling Facility
* Utilization of CICS Configuration Manager
* Working knowledge of zOS & CICS Explorer
* Understanding of CICS REST Services
* Prior Application programming experience a plus.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $150,000 and $210,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyCritical Facility Engineer - Richfield, Ohio (First Shift)
Charles Schwab job in Richfield, OH
**Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Critical Facility Engineer is responsible for bringing best-in-class knowledge and effort to operating and maintaining mechanical equipment and buildings on Schwab campus facilities. Critical Facility Engineers partner closely with the Operations Manager, property management, vendors, and other engineering staff to ensure a well-maintained, safe and productive environment for Schwab employees. Critical Facility Engineers are the gatekeepers and stewards of our Critical Environments and systems. This opportunity is located at our Richfield, Ohio campus.
**What You'll Do:**
+ Troubleshoot and perform advanced maintenance on mechanical equipment such as generators, heat pumps, dry coolers, industrial pumps, 3 phase motors, boilers, RTUs, VAVs, PDUs, and UPSs.
+ Reliably operate and maintain critical facility spaces and infrastructure.
+ Perform routine and advanced adjustments to and data retrieval from, BMS software to solve environmental comfort and mechanical calibrations.
+ Conduct daily rounds and readings of various building components, engineering logs and data records.
+ Perform work order administration ensuring accurate and timely information, photos and file attachments are made using the company provided CMMS system.
+ Perform general building maintenance.
+ Actively participate in incident response.
+ Respond to emergencies.
+ Respond to incidents in a timely manner.
+ Collaborate with vendor partners during planned maintenance or break-fix in an observer or active participant role.
+ Pass competency-based exams on equipment operation as a condition of employment.
+ Complete required safety and compliance training.
+ Report to the Operations Manager.
+ Professionally interact with tenants and contractors.
+ Any other duties as directed by the Operations Manager.
**We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site five days per week in the specified location.**
**Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.**
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities** **.**
**What you have**
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
**Required Qualifications:**
+ High school diploma or general education degree (GED).
+ 6+ years of critical facility engineering experience, ideally in Class A building campus settings.
+ Universal CFC certification.
+ Proficiency with Microsoft Word, Microsoft Excel, Outlook
+ Strong communication skills and the ability to work effectively with colleagues, tenants, and contractors.
+ Flexibility for overtime, after-hours work, and on-call rotation.
**Preferred Qualifications:**
+ Electrical and or Mechanical license.
+ A passion for learning and advancing your expertise in building science, electrical, or mechanical operations.
+ Certifications or completed degree programs from accredited trade schools, or Mechanical vendors such as York or Trane preferred.
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
DC Retirement Strategist
Remote or Baltimore, MD job
External Description:
About the Team
T. Rowe Price is a global investment management firm and a leader in retirement. Approximately two- thirds of T. Rowe Price's assets under management are in retirement and retirement related accounts. The firm is a leading provider of investment and recordkeeping services to retirement plan sponsors, advisors, and plan participants. The firm is also the largest provider of active target date solutions in the industry, representing more than a quarter of the firm's assets under management. As retirement has intensified as a global theme, the Global Retirement Strategy team was launched in January 2024 to accelerate the T. Rowe Price's activities in this important segment. The team seeks to leverage the firm's differentiated retirement platform to deepen its engagement with key retirement clients and advances an enterprise-level strategy that coordinates retirement initiatives, research, and expertise globally. Additionally, the group advises on the development of new products and services and helps amplify the firm's voice in retirement policy discussions and in the broader media.
Role Summary
A principal role in driving the execution of our global retirement strategy is that of the DC Retirement Strategist. The DC Retirement Strategist serves as subject matter expert (SME) and lead ambassador to advisors, aggregators, and other key intermediaries on topics of interest and broader DC trends in support of intermediary sales and relationship management activities. This role will also provide insight and support to help drive DCIO strategy for our U.S. Intermediaries Retirement (USI) segment and for the broader retirement enterprise. It is essential that this leader has a proven ability to research, analyze and distill vast amounts data to capture, highlight and present evolving macro-DC trends and challenges in written and oral form, further reinforcing T. Rowe Price's position as a major retirement thought leader. In addition to USI, this individual will also collaborate with his/her colleagues in other retirement business segments including Americas, Retirement Plan Services, Individual Investor, and with our teams in EMEA and APAC to maximize our organizational leverage.
This role reports to the Head of the Global Retirement Strategy team.
Responsibilities
Contribute to the development of the global retirement strategy and research agenda with a focus on supporting the USI DCIO strategy.
Support the growth of the retirement business by participating in advisor and intermediary meetings as a DC industry expert on a broad range of retirement industry issues including investment line-up design, target date fund trends, regulation, the convergence of retirement and wealth advice, advisor business strategies, etc.
Develop and publish research whitepapers and presentations that address topical subjects of interest for the advisor-intermediated DC marketplace and serve as a spokesperson for the findings contained therein.
Act as a DC industry subject matter expert (SME) and assist in deepening and expanding relationships with a variety of key DC advisor relationships.
Represent T. Rowe Price as SME and presenter at advisor industry conferences, national sales meetings for recordkeepers and aggregator clients, and press briefings.
Serve as a SME for the firm's brand-building efforts with emphasis on the advisor-intermediated DC plan marketplace and industry associations.
Fifty-percent travel with DCIO Field and National Account teams to present retirement thought leadership.
Contribute to the firm's DCIO-related product development and product management activities.
Help to facilitate DC industry educational programming for USI, consultant, and relationship management teams.
Lead our strategy and engagement with the DC Advisory Council and the USI Retirement Associate Advisory Board.
Member of the USI Retirement Leadership Team helping to shape the go-to-market planning for our DCIO advisor platform.
Collaborate across the T. Rowe Price retirement enterprise on DC industry topics and assist with the implementation of firm-wide DC initiatives.
Qualifications
Required:
Deep industry expertise, especially with advisors, with a solid understanding of both the issues they face and DC industry trends more generally.
Capacity to assimilate and distill a wealth of industry, client, and analytical data, coupled with the ability to effectively communicate on-point and actionable insights pertaining to a broad range of DC industry issues (inclusive of investment and non-investment related subject matter areas).
Experience in leading primary market research, including survey construction, through the development of key findings and a narrative.
Must have a comprehensive understanding of financial investment products and relationship management strategies.
Reputation for having a high level of accountability and integrity coupled with a collegial team oriented operating style. Proven ability to thrive in cross-functional, cross-business unit team settings.
Considerable experience with performance attribution, DC marketplace trends, asset allocation, the retirement competitive landscape and overall market developments is required.
Demonstrated knowledge of the investment issues and challenges advisors and DC plans face is essential.
Superior communication and presentation skills to effectively position T. Rowe Price across a range of audiences in terms of investment sophistication and DC knowledge, as well as to internal constituents.
Strong relationship management, collaborative, and interpersonal skills.
Strategic orientation with the ability to employ a problem-solving oriented approach in both external and internal interactions.
Preferred:
MBA and/or CFA preferred but not required.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: DC Retirement Strategist
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Infrastructure Senior Tech Analyst Assistant Vice President
Delaware, OH job
The Infrastructure Senior Technology Analyst is an intermediate level role responsible for assisting with LAN / WAN and help desk administration activities, including network maintenance, technical guidance, and security in coordination with the Technology Infrastructure team. The overall objective is to use infrastructure technology knowledge and identified policies to process data, resolve issues and execute administrative tasks.
**Responsibilities:**
+ Create complex project plans, perform impact analyses solve/work high impact problems/projects, and provide resolutions to restore services
+ Drive Root Cause Analysis (RCA) post restoration of service
+ Design testing approaches, complex processes, reporting streams, and create automation of repetitive tasks
+ Review requirement documents, define hardware requirements and examine and update processes and procedures as necessary
+ Provide technical/strategic direction and act as advisor/coach to lower level analysts
+ Develop projects required for design of metrics, analytical tools, benchmarking activities and best practices
+ Responsible for overall operating system applications
+ Contribute to technical direction and strategic decisions
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience in Infrastructure Technologies delivery with a proven track record of operational process change and improvement
+ Ability to communicate technical concepts to non-technical audience
+ Ability to work with virtual and in-person teams, and work under pressure or to a deadline
+ Experience in a Financial Services or large complex and/or global environment preferred
+ Effective written and verbal communication skills
+ Effective analytic/diagnostic skills
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Technology
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**Job Family:**
Infrastructure
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**Time Type:**
Full time
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**Primary Location:**
Delaware Ohio United States
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**Primary Location Full Time Salary Range:**
$90,080.00 - $135,120.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Dec 23, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Senior IT Auditor, Broker Dealer/Asset Management
Charles Schwab Corporation job in Richfield, OH
Your Opportunity The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the efficiency of governance processes, risk management, and internal controls.
The Broker Dealer Asset Management (BDAM) Audit Team is seeking a Senior IT Auditor (Senior Specialist, Internal Audit - Technology is our internal title) primarily responsible for audit activities covering BDAM focused on key application risks and controls. Application audits focus on automated functionality and data integrity that support business processes such as segregation of duties, configuration management, system interfaces, and data processing.
Reporting to a Director or Senior Manager of the BDAM Application Controls team, the Senior IT Auditor will have responsibility for the independent and objective assurance activity designed to improve the organization's operations and compliance with key regulations by evaluating and improving the efficiency of risk management, control, and governance processes. This position will focus on application technology risks within the coordinated audits, working closely with the operational auditors. This position is also responsible for working with audit resources provided by an external co-sourcing provider.
What you're good at:
* Audit Execution: Participate in the planning and execution of internal audit assignments specific to technology. Ensure work is performed in accordance with IIA standards and IAD policies and procedures. Responsibilities will include: scheduling and participation in audit meetings; participation in prioritization discussions; drafting of audit work; design and execution of testing; and completion and review of work papers. Additionally, assist in the tracking of team operations including audit status, issue status, and budgets.
* Issues Identification: Based on the results of audit testing, identify and draft audit observations for review by the Internal Audit Manager/Senior Manager (and above levels) and subsequent debriefing with the key partners (typically VP-level and below).
* Issue Management and Validation: Conduct validation testing of the audit issue action plans completed by the business.
* Risk Assessment: Under the supervision of IAD Management, participate in the annual Risk Assessment process, including scheduling and participation in meetings with partners, and the scoring and documentation of risk ratings.
* Coaching: Provide support, mentoring, and feedback to audit team members throughout the audit. Provide assistance with onboarding and ongoing support to new team members.
* Administration/Training: Completion of firm-wide and departmental administration and training requirements.
* Other Initiatives/Special Projects: As needed, assist with special projects related to business process improvement or internal team needs.
What you have
* 3 - 5+ years of information technology audit experience. Financial services and/or Big 4 Accounting experience a plus.
* Demonstrated experience performing internal audits and their associated team members, among a complex operational and regulatory environment.
* Knowledge and experience in control theory and professional auditing practices.
* Ability to work as a member of a project team and champion a strong working relationship with external co-sourcing providers and internal lines of businesses.
* CPA, CIA, or CISA preferred. Other relevant certifications will be considered.
* Understanding of risks and internal controls and the ability to evaluate and determine adequacy and effectiveness of controls.
* Knows the latest on industry and regulatory issues and standard methodologies; imparts this knowledge to the team and the auditees.
* Excellent analytical skills, including the ability to anticipate issues and to design appropriate solutions.
* Strong verbal and written communication skills with a demonstrated ability to articulate effectively and professionally.
* Uses relationships and insights to successfully influence others. Builds authentic and trusted relationships to create alignment and support.
* Bachelor's degree strongly preferred.
Auto-ApplyRegional Commercial Treasury Management Officer I
Remote or Vienna, VA job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Regional Treasury Management Officer I within PNC's Treasury Management Commercial Sales organization, you will be based in Baltimore MD or Vienna VA.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* The Virtual Treasury Manager is a regional sales position working within multiple markets. This individual utilizes strong virtual communication skills in lieu of in-person meetings to manage new and existing clients. This role works with clients with basic levels of risk and complexity of needs. This role is responsible for new client acquisition as well as growing share of wallet with existing clients.
* Identifies customer needs to help them succeed financially by presenting the full range of PNC's products and services. Provides ideas and insights based on understanding of the clients needs and their financial well-being while focusing on increasing client engagement and loyalty. Remotely develops and manages clients across multiple markets, aimed at growing sales, increasing revenue and deepening share of wallet in an effort to transition them to primary clients. Coordinates the implementation and documentation of non-credit products and services.
* Actively call on internally generated lists of targeted prospective clients. Leverages knowledge of the industry and market to prioritize efforts. Manages the origination, financial analysis, negotiation and documentation of non-credit products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
* Collaborates with Virtual TM team to share best practices and opportunities. Leverages corporate sales development partners to engage in effective client and prospect outreach. Coordinates with market Relationship Managers and Market Leaders to transition larger relationships or more complex clients, as appropriate. Utilizes technology to enhance client engagement and loyalty through multiple channels of communication.
* Effectively manages risk/return in accordance with PNC's risk profile and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Client Outreach, Content Development, Credit Products, Customer Engagement, Customer Loyalty, Customer Solutions, Identifying Sales Opportunities, Small Businesses
Competencies
Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Prospecting., Sales Negotiating, Selling., Tech Savvy
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $60,500.00 - $131,400.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 11/17/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Client Service Professional - 401K
Charles Schwab Corporation job in Richfield, OH
Your Opportunity Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this role, you'll deliver exceptional service to clients through inbound phone calls focused on providing education, solutions, and long-term investing options regarding employer-sponsored retirement plans. You'll take a consultative approach with retirement and 401k plan participants, utilizing multiple computer applications and internal resources to offer them world-class solutions. Here, you will take charge of your own professional journey by attending a structured training program, participating in on-the-job learning, and receiving individual coaching and support, with a focus on growing your expertise on retirement products and services. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
In addition to the salary, this role is also eligible for bonus or incentive opportunities.
NOTE: The office is located at 4150 Kinross Lakes Pkwy, Richfield, OH 44286. The New Hire Training Class is February 23rd, 2026.
#campus
What you have
If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. No degree or financial license is required but if you are interested in taking your career to the next level - training opportunities are available. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required Qualifications
* Ability to work full time on-site during Schwab's training program, followed by a hybrid work schedule.
* Ability to work various shifts to serve our clients, with availability Monday-Friday any time between 8:00am to 7:15pm Eastern Time.
Preferred Qualifications
* Previous customer service and/or client relationship experience.
* Ability to multi-task, with demonstrated success navigating multiple computer applications simultaneously.
* Active listening skills along with the ability to engage in open-ended dialogue to gain a thorough understanding of the client's financial needs.
* Focused analytical skills and attention to detail to adhere to policies, procedures, and guidelines.
* Robust communication, influencing and client engagement skills.
* Ability to adapt and implement changes as market and business conditions evolve.
* Dedication to resolving a variety of complex client inquires both through technology-based research and working closely with partners.
* Receptive to mentoring and feedback for continuous improvement.
* Desire to gain financial licenses such as FINRA Series 7 or 63
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
* 401(k) with company match and Employee stock purchase plan
* Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
* Paid parental leave and family building benefits
* Tuition reimbursement
* Health, dental, and vision insurance
Auto-ApplySenior Business Analytics Consultant - Asset Management Group Investment Office
Cleveland, OH job
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Business Analytics Consultant within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia, PA, Pittsburgh, PA or Cleveland, OH.
The candidate for this position will be a team member of the Investment Data Innovations Team (IDI) within the Asset Management Group Investment Office (IO). The focus of the work will be data management.
Preferred skills/experience:
* Understanding of finance and financial analysis
* Heavy SQL experience and skills
* Experience with true investment data operations - process efficiency, solution design, problem solving
* Experience with computer science, software engineering, specifically user interface capabilities
* Exposure to model creation, machine learning and AI a plus
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Leverages complex analytical tools to provide business and technical expertise for the analytics process, tools and useful applications across multiple functions or business units to create data driven solutions.
* Consulting to clients on tool and strategy implementation and monitoring, statistical scoring, business intelligence, data quality, and analytical product / solution development.
* Determining the optimal analytic approach and supporting development, implementation and enhancements.
* Conceptualizing, developing and continuously optimizing analytical solutions for business leadership to enable data driven decision making.
* Analyze results and make recommendations for key business partners and senior management or communicate conclusions from complex analytical solutions to a wide range of audiences.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Analytical Thinking, Business Intelligence (BI), Concept Development, Data-Driven Decision Making, Data Integration, Market Research, Performance Metrics, Qualitative Research, Strategic Planning
Competencies
Analytical Thinking, Business Acumen, Business Analytics, Consulting, Decision Making and Critical Thinking, Effective Communications, Emerging Technologies
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $55,000.00 - $109,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 12/17/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Software engineer
Remote or Los Angeles, CA job
Job DescriptionPrimary Title: Software Engineer
About the Opportunity A technology and enterprise software firm serving US-based enterprise and financial-services clients. We build and operate production-grade web services, APIs, and cloud-native applications that power mission-critical workflows for customers across regulated industries. This role is fully remote (United States) and focuses on delivering scalable, secure software with strong engineering practices.
Role Responsibilities
Design, implement, and maintain scalable backend and frontend components for cloud-native applications using modern frameworks and languages.
Develop and consume RESTful APIs and microservices; ensure low-latency, fault-tolerant behavior in production.
Write clean, testable code and author automated unit and integration tests to maintain high code quality.
Contribute to CI/CD pipelines, automated deployments, and infrastructure-as-code practices to enable rapid, reliable releases.
Troubleshoot production issues, perform root-cause analysis, and implement monitoring and observability improvements.
Participate in architecture and code reviews, collaborate closely with product and design, and mentor junior engineers.
Skills Qualifications
Must-Have
Python
Java
JavaScript
REST APIs
Git
SQL
Preferred
Docker
Kubernetes
AWS
Additional Qualifications
Bachelor's degree in Computer Science, Engineering, or equivalent practical experience (or equivalent work experience).
Proven track record of professional software development; experience with distributed systems, API design, or cloud-native applications preferred.
Comfortable working on a remote, US-based engineering team; ability to communicate effectively across time zones.
Must be authorized to work in the United States.
Benefits Culture Highlights
Remote-first US team with flexible work hours and asynchronous collaboration.
Focus on engineering excellence, continuous learning, and mentorship.
Opportunity to work on high-impact, production-grade systems used by enterprise customers.
This role is optimized for candidates who enjoy building dependable, well-tested software and who seek a remote engineering role focusing on APIs, cloud services, and scalable systems. Apply if you want to join a high-velocity engineering organization delivering production software to enterprise clients across the United States.
Part Time Teller
Jackson, OH job
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Part Time Teller within PNC's Retail Branch organization, you will be based in Canton, OH at the Jackson-Belden Branch.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to solve customer's problems.
Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this and other opportunities on our team Watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesAccuracy and Attention to Detail, Addressing Customer Needs, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork ExperienceRoles at this level typically do not require a university / college degree, high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is not required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesNo Required License(s) Pay TransparencyBase Salary: $18.00 - $21.15Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 10/27/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for part-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee life insurance; 401(k) with PNC match, pension and stock purchase plans; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: parental leave; up to 11 paid holidays each year; 6 occasional absence days each year, unless otherwise required by law. Part-time employees will accrue vacation time based on hours worked (including overtime) in the current calendar year to be used after 90 days of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyRegional Investment Consultant- RIA & Regional Banks- Southeast
Remote or Baltimore, MD job
External Description:
Promote the distribution of TRPIS/TRPA investment management strategies across multiple vehicles (i.e., mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and regional banks. This is done primarily through external face-to-face meetings at the client locations, as well as industry events, with a goal to build TRP awareness and increase product share.
In partnership with management, responsible for the development of the sales and/or relationship management strategy for the organization.
Responsible for sales and revenue generation client relationship management for large, highly complex accounts across the RIA and Regional Bank channels within an assigned geographical territory.
Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business/market environment.
Ensures high client satisfaction through timely response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.
Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth.
Responsible for compliance with T. Rowe Price sales policies and programs.
Responsible for the achievement of territory sales goals and key performance indicators (KPIs) based on Sales and Service Performance Framework (SSPF).
Develops annual business plan for the territory and monitors progress.
Coaches and mentors Internal Sales staff.
Responsibilities
Primary responsibilities are to provide relationship management, investment-related reviews, and sales ideas, positioning of investment strategies and thematic investment content directly to targeted RIAs and regional banks in a defined region/territory.
Uses extensive industry experience to sell the organization's products and/or services to clients whose business has a significant impact on the financial performance of the business unit and its achievement of goals. Applies a unique understanding of clients' business to serve as advisor on products and services across the business unit and possibly multiple business units. Responsible for new business development by identifying and qualifying prospects or by cross selling to existing accounts.
Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts. Recommends approaches for delivery of requests for proposal for assigned clients. Contributes to the overall relationship management strategy and delegates tasks to ensure successful client relationship performance. Retains direct client management responsibility for top tier clients.
Aligns T. Rowe Price (TRP) resources (senior management, investment professional access, product capacity, marketing materials, due diligence requests, meeting support, administrative and operational support, client reporting and marketing allowances) to sustain world class service to build customer loyalty and satisfaction.
Develops a “trusted advisor” relationship as a client consultant and influences firms to adopt recommended and customized solutions to address their needs and generate account growth.
Maintains in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence their decision-making.
Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.
Analyzes and leverages industry data and market trends in partnership with business leaders to understand sales issues, gaps in products and services, and to keep up to date on sales/relationship best practices for improved performance.
Qualifications
Required:
College degree and 7+ years of related work experience
FINRA Series 7, 66 licenses
Superior communication/presentation skills
Advanced investment and capital markets knowledge
Advanced relationship management/sales skills
Able to demonstrate a high degree of emotional intelligence to establish credibility and rapport with senior leaders internally and externally.
Advanced knowledge and understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles.
Able to establish and execute a disciplined and repeatable process for uncovering and closing new business opportunities.
Consultative selling skills
Able to apply a systemic approach to problem solving and effectively use data and analytical tools.
Able to exert a high level of energy on activities that produce sales results.
Able to approach work in a clear goal-oriented way.
Able to work collaboratively and excel in a team-oriented environment.
Ability to act as ambassador for T. Rowe Price
Ability to travel extensively.
Preferred:
External sales or client management experience in financial services industry (have hired several experienced associates from outside TRP with several years of financial advising, wholesaling, institutional equity sales)
Experience in the RIA and Regional Bank (Bank Trust) channels and understanding of advisory platforms.
Working knowledge of alternative products and platforms
Professional designations such as CFA, CFP, CIMA, or MBA
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Regional Investment Consultant- RIA & Regional Banks- Southeast
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Private Business Strategist
Remote or Philadelphia, PA job
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Private Business Strategist within PNC's Private Bank organization, you will be based in Philadelphia, PA.
The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions. Partners internally with the Asset Management Group and C&IB. Engages in strategic discussions with clients and/or prospects to maintain and/or strengthen our relationships and to provide industry insights that are beneficial to both the individual and the company.
Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency. Identifies, researches, and evaluates the market. Regularly engages with relationship managers, Corporate Banking leadership team, and the transactional teams to ensure open and continued communication regarding the alignment of strategic alternatives offered by PNC.
Conducts and reviews research as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.
Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and by providing advice and implementation.
Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
Develops new client relationships through networking, prospecting and referrals.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
CompetenciesClient Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Financial Services Industry, Networking, Sales Scoping and Qualification, Value SellingWork ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyPrincipal Blockchain Architect - Cybersecurity
Charles Schwab Corporation job in Richfield, OH
Your Opportunity At Schwab, you're empowered to make an impact on your career and the future of digital finance. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
We are seeking a visionary and technically proficient Principal Blockchain Technology Architect to lead the design, development, and implementation of blockchain-based solutions within the financial services sector. This role will be instrumental in shaping our blockchain strategy, driving innovation, and ensuring secure, scalable, and regulatory-compliant architectures that support digital assets.
Key Responsibilities:
* Architecture & Design:
* Lead the end-to-end architecture of blockchain platforms, including consensus mechanisms, smart contract frameworks, and integration with legacy financial systems.
* Design scalable and secure distributed ledger solutions tailored to financial use cases such as payments, clearing and settlement, identity management, and asset tokenization.
* Technology Leadership:
* Evaluate and select appropriate blockchain protocols based on business requirements.
* Define technical security standards, best practices, and governance models for secure blockchain development and deployment.
* Engineering & Development:
* Collaborate with engineering teams to build and maintain secure blockchain infrastructure, APIs, and smart contracts.
* Ensure high performance, fault tolerance, and data integrity across blockchain nodes and networks.
* Security & Compliance:
* Implement robust security measures including cryptographic techniques, identity and access management, and secure key storage.
* Ensure compliance with financial regulations (e.g., AML/KYC, GDPR, SEC guidelines) in blockchain implementations.
* Help implement holistic security measures across the cybersecurity program pertaining to the safe development and monitoring of digital assets.
* Innovation & Strategy:
* Stay abreast of emerging blockchain trends, technologies, and regulatory developments.
* Provide strategic guidance to executive leadership on blockchain opportunities and risks.
* Collaboration & Mentorship:
* Work cross-functionally with product, legal, compliance, and operations teams.
* Mentor junior architects and developers in blockchain principles and development practices.
What you have
Required Qualifications:
* Bachelor's or Master's degree in Computer Science, Engineering, or related field
* 10+ years of experience in software architecture, with 5+ years in blockchain technologies
* Deep understanding of cryptographic principles, distributed systems, and consensus algorithms
* Proven experience designing and deploying blockchain solutions in financial environments
* Familiarity with smart contract languages and blockchain platforms
* Strong knowledge of financial services workflows and regulatory requirements
* Excellent communication, leadership, and stakeholder management skills
Preferred Qualifications:
* Experience with DeFi protocols, digital identity, and token economics
* Knowledge of cloud-native architectures and containerization (e.g., Kubernetes, Docker)
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Auto-Apply