Senior
Senior technician specialist job at Citrin Cooperman
This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to
focus on what matters to you
!
We are looking for knowledgeable tax and accounting a Senior to join our firm's Real Estate Group. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
Responsibilities:
Assume responsibility for completing multiple client assignments
Preparation of year-end tax closings including recording transactions, journal entries and review of books and records
Preparation of compiled financial statements
Prepare corporate, partnership, fiduciary and individual income tax returns
Handle tax notices and issues with government agencies
Develop and maintain client relationships
Qualifications:
3+ years of public accounting experience; CPA preferred
Diversified accounting and tax background in Real Estate preferred
Working knowledge of CCH Axcess, Engagement and QuickBooks, a plus
Ability to work in a fast-paced environment and be a team player
Effectively communicate with partners, staff, and clients
Strong organizational skills and attention to detail
What we offer:
Competitive Base Salary
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
Modern, high-tech work environment in the world-renowned Rockefeller Center
About Citrin Cooperman:
Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: ***********************
CC Disclaimer:
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
For positions in New York City, the salary range is $85,000 -- $110,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.
Auto-ApplyMachine Learning Specialist with MLOps
Berkeley Heights, NJ jobs
Fulltime - Visa Need- USC/GC/GC-EAD only - NO OPT/NO CPT/NO H1B
MLOps Engineers
Job Type: Fulltime
Hands-on experience with End-to-end ML lifecycle management with Azure ML, Databricks, and MLflow (experiment tracking, model versioning/registry, dev/test/prod promotion, reproducible builds).
Comprehensive knowledge of monitoring production model serving and data pipelines using Docker and AKS/Kubernetes with Databricks/Spark and Feature Stores; autoscaling, API gateway integration, and SLA-backed delivery
Proven track record in designing, implementing, and managing MLOps CI/CD and observability: Azure DevOps/GitLab/Harness with validation gates (unit/integration/offline-online checks), canary/blue-green and rollback; monitoring and drift detection via Splunk/Azure Monitor/Dynatrace/Prometheus.
Cybersecurity GRC Specialist
Irvine, CA jobs
Who We Are
Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and Kia customers and dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach. We believe that success comes from within and are proud to support our team members through skill development and career advancement. Hyundai Capital America is an Equal Opportunity Employer committed to creating a diverse and inclusive culture for our workforce. We are a values-driven company dedicated to supporting both internal and external communities through volunteering, philanthropy, and the empowerment of our Employee Resource Groups. Together, we strive to be the leader in financing freedom of movement.
We Take Care of Our People
Along with competitive pay, as an employee of HCA, you are eligible for the following benefits:
Medical, Dental and Vision plans that include no-cost and low-cost plan options
Immediate 401(k) matching and vesting
Vehicle purchase and lease discounts plus monthly vehicle allowances
Paid Volunteer Time Off with company donation to a charity of your choice
Tuition reimbursement
What to Expect
The Cybersecurity Governance Manager plays a critical role in the organization's second line of defense, ensuring policies, governance frameworks, and regulatory adherence in cybersecurity governance, risk and compliance across the organization. This role establishes oversight mechanisms, monitors compliance with industry regulations, and ensures access-related risks are effectively managed. In addition, this role ensures governance and compliance strategies are aligned with business objectives and security standards.
What You Will Do
1. Cybersecurity Governance and Risk Management
Manage, maintain and enforce security policies, standards and guidelines related to Cybersecurity governance processes.
Develop, implement, maintain and execute a Cybersecurity Risk Register, Policy Risk Exception Process, and Procedures.
Conduct risk assessments and impact analyses to identify risks, manage remediations, to ensure compliance across business systems, IT Infrastructure, and network operating environments.
2. Cybersecurity Risk Assessment
Perform Global Integrated Security Framework (GSIF) assessments, monitor and ensure remediations are following GSIF ISO 27001 standards across cross-functional departments.
Collaborate with Cybersecurity Risk Management, Cybersecurity Engineering Operations, and IT to ensure security best practices are integrated within each project and system deployment.
Cybersecurity Governance and Risk Reporting
Develop metrics and reporting for senior management and stakeholders that identify security risks and provide actionable insights to address gaps.
Develop and maintain the governance mechanisms and automation tools track the Risk Register, and compliance status across the organization.
Develop and maintain dashboards and regular reporting to manage management performance metrics, risk metrics.
Qualifications
What You Will Bring
Minimum 5-7 years progressive experience in cybersecurity governance, risk management, or compliance within financial services with a deep understanding of the IT systems.
Bachelor's degree in Cybersecurity, Information Security, Risk Management or a related field
Master's degree a plus.
Certifications such as CISSP, CISM, CRISC, CGEIT, CISA, and ITIL are highly desirable.
Working knowledge of Cybersecurity risk management frameworks, Governance, Risk, and Compliance process, IT general controls (e.g. asset classification, risk assessments, vulnerability and threat analysis, risk treatment, audit controls and remediation, vendor risk management, and IT risk management & reporting).
Working knowledge of Information Security & Risk Frameworks including ISO 27001/2, ISO 31000:2009, ISO 27005:2008; NIST Special Publications and Methodologies (e.g. SP800-12, 30, 37, 39, 53,150, 161).
Working knowledge of California Consumer Privacy Act (CCPA), Gramm-Leach-Bliley Act (GLBA), NYDFS Cybersecurity Regulation, PCI-DSS, FFIEC, SOX, and other relevant laws and regulations.
Basic understanding of financial regulatory frameworks and cybersecurity best practices.
Ability to communicate complex security concepts to business leaders and technical teams.
Work Environment
Employees in this class are subject to extended periods of sitting, standing and walking, and using a computer. Work is performed in an office environment.
The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Successful candidates may be hired anywhere in the salary range based on these factors. It is uncommon to hire candidates at or near the top of the range.
California Privacy Notice
This notice only applies to our applicants who reside in the State of California.
The latest version of our Privacy Policy can be found here. This Privacy Policy provides you with notice, at or before the point of collection, about the categories of personal information to be collected from you, the purposes for which your personal information is collected or used, and whether that information is sold or shared, so that you can exercise meaningful control over our use of your personal information. We are providing this notice to comply with the California Consumer Privacy Act of 2018, as amended as amended by the California Privacy Rights Act of 2020 (“CCPA”).
If you have any questions about CCPA regarding California residents or HCA team members, please contact the Privacy Team at Privacy2@hcs.com.
Primary Location: United States-California-Irvine
Work Locations: Headquarters 1 3161 Michelson Dr. Ste 1900, Irvine 92612
Job: Information Security
Job Type: Regular
Overtime Status: Exempt
Schedule: Full-time
Minimum Salary: $92,500.00
Maximum Salary: $143,500.00
Senior
Senior technician specialist job at Citrin Cooperman
Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 1,500 employees in 18 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to
focus on what matters to you
!
We are looking for an Audit Senior to join our Audit, Assurance, and Accounting Department in our Philadelphia. As an Audit Senior, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.
Responsibilities:
Perform and assist with audits, reviews, and compilations for clients in various industries
Prepare and analyze financial statements and evaluate internal controls
Assist with the coordination of the day-to-day duties of planning, fieldwork, and wrap-up
Deep understanding of accounting and reporting standards
Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines
Mentor, train and supervise lighter level staff
Contribute to a strong client relationship through positive interactions with client personnel
Communicate with Manager and/or Director on work status and client issues that arise
Qualifications:
Bachelor's degree required
CPA or in progress
3-5 years of experience within a public accounting firm required
Excellent verbal and written communication skills, including responsiveness to clients
Strong organizational skills are required; multi-tasking abilities
Demonstrated teamwork and leadership skills
Ability to work well independently but also work well with others
Approaches projects with a sense of urgency
Outstanding analytical, organizational and project management skills
Proficient in Microsoft Office Applications
Knowledge of Caseware/Caseview is a plus
What we offer:
Competitive Base Salary and annual performance-based bonuses
Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
Employer contribution to Life Insurance, and 401(k) plan
Generous Paid Time off, including Fall Wind Down Fridays
Customized learning and development opportunities and continuing professional education both in-house and virtually
Hybrid, flex, and remote work opportunities available
Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
About Citrin Cooperman
Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S.
This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.
For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
Auto-ApplySales Training Specialist-Hybrid in Chicago
Chicago, IL jobs
Job Description
For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs.
Our Culture
At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential.
Job Overview
The Sales Training Specialist is responsible for designing and delivering training programs for our sales team, from onboarding and new hire training to ongoing educational programs. This is a Chicago-based hybrid role that supports an outside sales team, typically requires 3 days per week in the office, the monthly facilitation of a 5-day Sales Academy in Chicago, and travel within the US for field insights and field-based training. This role develops, delivers, and measures the success of training programs that includes but is not limited to Salesforce CRM training, field-based coaching with regional teams, learning path development, and administration of learning tools or platforms to support scalable, high-impact learning experiences. You'll deliver transformative learning experiences that energize our sales force and fuel business growth.
Responsibilities
Own new hire training for outside sales employees end-to-end, including the 5-day in-person Sales Academy program, pre- and post- Academy learning sessions and follow-up that blend remote training, hands-on learning and peer collaboration to build confidence and capability from day one
Act as a trusted advisor to new hires, helping them navigate challenges and celebrate milestones
Continuously evolve the new hire onboarding process to reflect sales strategies, changing market dynamics and learner needs
Deliver ongoing coaching and targeted training to reinforce key skills and drive measurable performance improvements; lead refresher courses to drive behavior change and reinforce techniques
Serve as an administrator for learning tools, such as learning management system and game-based learning platform, managing course assignments and using data to spotlight learning trends, optimize training impact and fuel continuous improvement
Deliver comprehensive Salesforce training, ensuring sales can effectively navigate and utilize the platform for lead management, pipeline tracking and reporting
Spend time in the field observing salespeople during prospecting, customer meetings, and live pitches to identify real-world insights into effective strategies and tactics that can be incorporated into future training; adjust training delivery to the unique needs of outside sales dynamics
Lead training sessions such as workshops, role-plays, and classes either onsite or in the field, focusing on essential sales skills, product knowledge, and closing techniques
Measure success, adoption, and/or satisfaction of sales training efforts, identify trends, and partner with the Director, Learning & Development, sales leadership, and other internal partners to share key insights and adjust as appropriate
Qualifications
5+ years of directly related experience in sales and/or training with at least 3 years delivering sales training programs
Bachelor's degree in business, marketing, human resources, or related field; or equivalent combination of experience and education
Experience working directly with sales teams and a demonstrated ability to coach and train other salespeople to high levels of success
Experience with LMS and other learning tools
Experience in the restaurant, hospitality, technology, financial services, or marketing industry a plus
Understanding of sales process and methodology with demonstrated ability to translate into sales results
Strong project management and organizational skills
Skilled at building relationships with cross-functional teams and influencing without authority
Ability to travel with in the US to deliver in-field group or individual training sessions and conduct ride-alongs
Experience managing content, users, and reporting in a learning management system or other learning tools
Working knowledge of Salesforce CRM or similar, including reporting, dashboards, and pipeline management; experience training others on the platform
Proven ability to design, deliver, and evaluate high-impact training programs for outside sales professionals
Exceptional communication and facilitation skills, both in-person and virtually, with the ability to engage diverse learner groups
Demonstrated success with collaborating with subject matter experts to ensure content accuracy and relevance
What you'll love about us
This is a full time, exempt position, and the base compensation for this opening in Chicago is expected to be $100,000-$115,000 annualized, depending on level, candidate experience, skills and and other factors. This position is eligible for a 10% bonus with a total comp of $110,000-$126,500.
Generous dining reimbursement when you dine with our restaurant customers.
Competitive Time Off Benefits: including flexible PTO, 11 company holidays, and parental leave.
401(k) plan with a company match
Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants)
Partnership with Rx n Go, offering certain prescriptions for free.
Two dental plan options and a vision plan
Flexible Spending Accounts and a pre-tax commuter benefit program
Accident, Critical Illness, and Hospital Indemnity Insurance Plans
Short Term and Long-Term disability
Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance
Employee Life Assistance Program
Rewards Network is an Equal Opportunity Employer (EOE). We encourage and strongly support workplace diversity.
Expected Pay Range $100,000-$115,000 USD
Sales Training Specialist-Hybrid in Chicago
Chicago, IL jobs
For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs.
Our Culture
At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential.
Job Overview
The Sales Training Specialist is responsible for designing and delivering training programs for our sales team, from onboarding and new hire training to ongoing educational programs. This is a Chicago-based hybrid role that supports an outside sales team, typically requires 3 days per week in the office, the monthly facilitation of a 5-day Sales Academy in Chicago, and travel within the US for field insights and field-based training. This role develops, delivers, and measures the success of training programs that includes but is not limited to Salesforce CRM training, field-based coaching with regional teams, learning path development, and administration of learning tools or platforms to support scalable, high-impact learning experiences. You'll deliver transformative learning experiences that energize our sales force and fuel business growth.
Responsibilities
Own new hire training for outside sales employees end-to-end, including the 5-day in-person Sales Academy program, pre- and post- Academy learning sessions and follow-up that blend remote training, hands-on learning and peer collaboration to build confidence and capability from day one
Act as a trusted advisor to new hires, helping them navigate challenges and celebrate milestones
Continuously evolve the new hire onboarding process to reflect sales strategies, changing market dynamics and learner needs
Deliver ongoing coaching and targeted training to reinforce key skills and drive measurable performance improvements; lead refresher courses to drive behavior change and reinforce techniques
Serve as an administrator for learning tools, such as learning management system and game-based learning platform, managing course assignments and using data to spotlight learning trends, optimize training impact and fuel continuous improvement
Deliver comprehensive Salesforce training, ensuring sales can effectively navigate and utilize the platform for lead management, pipeline tracking and reporting
Spend time in the field observing salespeople during prospecting, customer meetings, and live pitches to identify real-world insights into effective strategies and tactics that can be incorporated into future training; adjust training delivery to the unique needs of outside sales dynamics
Lead training sessions such as workshops, role-plays, and classes either onsite or in the field, focusing on essential sales skills, product knowledge, and closing techniques
Measure success, adoption, and/or satisfaction of sales training efforts, identify trends, and partner with the Director, Learning & Development, sales leadership, and other internal partners to share key insights and adjust as appropriate
Qualifications
5+ years of directly related experience in sales and/or training with at least 3 years delivering sales training programs
Bachelor's degree in business, marketing, human resources, or related field; or equivalent combination of experience and education
Experience working directly with sales teams and a demonstrated ability to coach and train other salespeople to high levels of success
Experience with LMS and other learning tools
Experience in the restaurant, hospitality, technology, financial services, or marketing industry a plus
Understanding of sales process and methodology with demonstrated ability to translate into sales results
Strong project management and organizational skills
Skilled at building relationships with cross-functional teams and influencing without authority
Ability to travel with in the US to deliver in-field group or individual training sessions and conduct ride-alongs
Experience managing content, users, and reporting in a learning management system or other learning tools
Working knowledge of Salesforce CRM or similar, including reporting, dashboards, and pipeline management; experience training others on the platform
Proven ability to design, deliver, and evaluate high-impact training programs for outside sales professionals
Exceptional communication and facilitation skills, both in-person and virtually, with the ability to engage diverse learner groups
Demonstrated success with collaborating with subject matter experts to ensure content accuracy and relevance
What you'll love about us
This is a full time, exempt position, and the base compensation for this opening in Chicago is expected to be $100,000-$115,000 annualized, depending on level, candidate experience, skills and and other factors. This position is eligible for a 10% bonus with a total comp of $110,000-$126,500.
Generous dining reimbursement when you dine with our restaurant customers.
Competitive Time Off Benefits: including flexible PTO, 11 company holidays, and parental leave.
401(k) plan with a company match
Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants)
Partnership with Rx n Go, offering certain prescriptions for free.
Two dental plan options and a vision plan
Flexible Spending Accounts and a pre-tax commuter benefit program
Accident, Critical Illness, and Hospital Indemnity Insurance Plans
Short Term and Long-Term disability
Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance
Employee Life Assistance Program
Rewards Network is an Equal Opportunity Employer (EOE). We encourage and strongly support workplace diversity.
Expected Pay Range $100,000-$115,000 USD
Auto-ApplySenior Technology Workplace Specialist
Richmond, VA jobs
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard.
Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We have a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one the region's top firms.
If you are ready to make a career move and join a firm consistently named a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
Summary
In our Senior Technology Workplace Specialist role, you will support the full lifecycle of employee technology needs, from onboarding to offboarding, while ensuring smooth daily operations of our workplace technology environment. The ideal candidate will have proven expertise in Office 365, SharePoint, and general application administration, along with a strong background in end-user technology support.
Essential Functions
Provide comprehensive support and maintenance for endpoint technology, including the administration, deployment, and upkeep of laptops, monitors, docking stations, peripherals, and applications, to ensure seamless user experiences and operational efficiency
Manage and troubleshoot audio-visual and video conferencing systems in meeting rooms to ensure smooth collaboration experiences.
Oversee and track IT inventory (laptops, accessories, workplace devices) and coordinate equipment refreshes or replacements.
Handle employee onboarding and offboarding, including laptop imaging, account provisioning, and access deactivation.
Perform laptop builds, software installations, and user account creations across Microsoft 365 and other enterprise platforms.
Act as primary point of contact for workplace technology support, ensuring timely resolution of in-office issues.
Document IT processes and provide knowledge-sharing materials for both team use and end-user support.
Administration and support of tax and assurance software applications. Hands-on experience with industry-standard platforms, including Wolters Kluwer, CaseWare, and Thomson Reuters, is highly desirable
Position Requirements
3+ years of experience in Technology Operations, IT Support, or similar role.
Hands-on experience with SharePoint administration (permissions management, site design, content deployment, workflows).
Proficiency in Microsoft 365 ecosystem (Teams, Outlook, OneDrive, Intune).
Strong understanding of user account management (Active Directory / Azure AD).
Familiarity with workplace technology hardware (printers, scanners, AV/meeting room systems).
Excellent problem-solving, communication, and documentation skills.
Preferred Skills
Strong ability to work independently and self-sufficiently in a fast-paced environment.
Excellent communication and collaboration skills, with the ability to explain technical solutions to non-technical users.
Previous experience supporting a hybrid workforce (in-office and remote employees).
Hands-on knowledge of Intune and Windows Autopilot for device provisioning and management.
Familiarity with ticketing/ITSM tools (FreshService, Jira, or similar) and escalation workflows.
Solid troubleshooting skills across hardware, software, and networking layers.
Exposure to automation or scripting tools (e.g., PowerShell, Power Automate) a plus
Why Join Us?
You'll be part of a collaborative Technology Operations team focused on improving the digital employee experience across the company. We value problem solvers who take initiative and bring both technical expertise and customer-first mindset to workplace technology challenges.
Senior HRBP
Irvine, CA jobs
Games Tencent Games was launched in 2003 and has since grown into a leading global platform for game development, publishing, and operations. We are dedicated to providing high-quality interactive entertainment experiences to players and currently offer more than 140 games, including PUBG MOBILE, Call of Duty: Mobile, League of Legends, Arena of Valour and Alchemy Stars, to hundreds of millions of players across over 200 countries and regions.
Responsibilities
Providing HR advisory to the gaming development and research team
Being a trusted advisor to provide insights on business decisions from a human capital perspective which includes but not limited to talent management, performance management, workforce strategy, employee engagement & retention.
Collaborate closely with the business leaders on people matters which may have short-, medium- or long-term effects on the business
Partner closely with the local HR Operations team to deliver a top-notch employee experience throughout employee career milestones with the organization
Driving and helping to connect the dots between regional/local decisions in contrast with HQ decisions, to mediate and align expectations across all parties
Being a trusted HR Partner by the employee population under your care
Getting involved in other HR projects when required.
Who We Look For
Qualifications
Above 3-5 years of experience as a HR Business Partner, demonstrating strong stakeholder management skills and business acumen
Solid knowledge and understanding of HR laws and practices in US
Possess experience dealing with Performance Management, Rewards, Talent retention, Talent Management and Employee Relations
Someone who is positive, possess a can-do attitude and can navigate in highly matrixed and ambiguous environments
Strong people skillsets and able to build relationships across all levels of staff
Be culturally sensitive and adaptable to different people with different culture background
Strong learning agility, with good ability to bounce back and quickly learn from past experiences, improve, and adapt
Location State(s)
US-California-IrvineThe expected base pay range for this position in the location(s) listed above is $90,500.00 to $170,300.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
Auto-ApplySenior Technical Specialist
Edison, NJ jobs
8+ years in enterprise software development and integration. * Strong proficiency in: * Azure Data Services, Databricks, Snowflake * ServiceNow APIs, SAP connectors * Mulesoft, RESTful APIs, OAuth2 * SQL, Python, .NET, NodeJS * Experience with DevOps tools (Azure DevOps, Terraform, CI/CD pipelines).
* Proven track record in system integration testing and production deployment.
* Familiarity with container apps, VNET configurations, and cloud networking.
Base Salary Range: $100,000 - $150,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
#LI-SV2
#LI-KUMARAN
SALT Senior
Philadelphia, PA jobs
The Sales & Use Compliance Senior will be an integral part of our sales and use tax compliance team. This position will assist with supporting the end-to-end monthly compliance process including client communication, data processing, preparing and reviewing sales and use tax returns and reconciliation report, filing returns, resolving tax notices and maintaining client tax confidential information. Our compliance solution utilizes Vertex Indirect Tax Returns software and customized web-portal.
Job Duties:
Provides support for all sales tax compliance operations
Processes tax returns and filings
Prepares or reviews sales and use tax reconciliation
Supports associates and provides training as necessary
Reviews prepared returns and filing confirmations
Assists with projects such as process improvements, amended returns and documentation development
Responds to and supports resolving correspondence, letters, and notices
Develops and maintains relationships with both team members and clients
Prepares and reviews invoices and assists with collections
Assists with onboarding and setup of new engagements
Supervisory Responsibilities:
Supervises work assignments of STS SALT Associates and Paraprofessionals, as appropriate
Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Associates and Paraprofessionals, as appropriate
Acts as a mentor to and assists in the professional development of STS SALT Associates and Paraprofessionals, as appropriate
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's Degree, required
Experience:
Two (2) years of experience working in sales and use tax, required
License(s)/Certification(s):
CPA, preferred
Software:
Intermediate knowledge of Microsoft Excel and other Microsoft Office applications, required
Knowledge of Vertex Indirect Tax Returns or other sales tax compliance solutions, required
Familiarity with Database software, Alteryx or Power Query, preferred
Other Knowledge, Skills & Abilities:
Ability to manage time and priorities effectively by completing tasks in a timely manner
Ability to accurately complete high-volume of work in a deadline driven environment
Internet and software savvy
Detailed and results oriented
Ability to effectively manage and overcome challenges
Must be able to work under tight monthly deadlines, with strong organizational skills
Ability to display sound judgement and problem solve issues
Ability to work independently on routine work, with more guidance on new projects or assignments
Ability to build productive internal/external working relationships
Ability to follow detailed practices and procedures in order to resolve issues
Adaptable and embraces change
Excellent people development and delegation skills
Ability to encourage a collaborative team environment on engagements
Executive presence and ability to act as the primary contact on assigned engagements
Basic understanding of sales and use tax compliance
Working knowledge of sources of relevant information utilized in sales and use tax filings
Auto-ApplySr BOA
New Kensington, PA jobs
**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
**Job Overview**
**Position Schedule:** Full-Time
Branch Address: 2400 Leechburg Rd Suite 104, New Kensington, PA
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
**Role Summary:**
As a Sr. Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Comprehensive 6-month training including an experienced peer to help mentor you
+ A wide support network that extends from your branch office to your region to the home office
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself...**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
+ Actively listen for situations in the clients' lives that may indicate a need for additional services
+ Driving marketing activities such as planning and executing events
**You can also expect...**
+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** .
**You'll be competitively compensated...**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role.
**Hiring Minimum:** $24.62
**Hiring Maximum:** $26.15
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful Sr. BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Sr BOA
New Kensington, PA jobs
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Sr. Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
* Comprehensive 6-month training including an experienced peer to help mentor you
* A wide support network that extends from your branch office to your region to the home office
* You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself…
* Delivering exceptional personalized service to ensure clients feel understood and informed
* Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
* Actively listen for situations in the clients' lives that may indicate a need for additional services
* Driving marketing activities such as planning and executing events
What skills would make you a successful Sr. BOA?
* Analytical Thinking
* Attention to Detail
* Adaptability
* Conversational Skills
* Digital Tool Utilization
* Team Collaboration
Role Requirements
* 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
* Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
* Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
* Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
* Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
You can also expect…
* A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
* An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
* We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
* Full-time Associates receive the following benefits:
* Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated…
* Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
* Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
* The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role.
This job posting is anticipated to remain open for 30 days, from 28-Nov-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Sr. Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
* Comprehensive 6-month training including an experienced peer to help mentor you
* A wide support network that extends from your branch office to your region to the home office
* You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself…
* Delivering exceptional personalized service to ensure clients feel understood and informed
* Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
* Actively listen for situations in the clients' lives that may indicate a need for additional services
* Driving marketing activities such as planning and executing events
What skills would make you a successful Sr. BOA?
* Analytical Thinking
* Attention to Detail
* Adaptability
* Conversational Skills
* Digital Tool Utilization
* Team Collaboration
Role Requirements
* 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
* Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
* Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
* Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
* Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
You can also expect…
* A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
* An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
* We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
* Full-time Associates receive the following benefits:
* Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated…
* Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
* Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
* The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role.
**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
**Job Overview**
**Position Schedule:** Full-Time
Branch Address: 100 N Tampa St Suite 3810, Tampa, FL
This job posting is anticipated to remain open for 30 days, from 28-Nov-2025. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
**Role Summary:**
As a Sr. Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Comprehensive 6-month training including an experienced peer to help mentor you
+ A wide support network that extends from your branch office to your region to the home office
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself...**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
+ Actively listen for situations in the clients' lives that may indicate a need for additional services
+ Driving marketing activities such as planning and executing events
**You can also expect...**
+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** .
**You'll be competitively compensated...**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role.
**Hiring Minimum:** $24.62
**Hiring Maximum:** $26.15
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful Sr. BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Technology Risk Senior Specialist
Hartford, CT jobs
Information Security Senior Specialist - IS07EE
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Technology Risk Senior Specialist
We are looking for a Technology Risk Senior Specialist within the First Line of Defense, dedicated to ensuring sound governance, oversight and execution of IT risk and controls across the technology organization. This will be a highly visible position that will partner with business and IT teams to advise on IT risk and controls. This individual exhibits a deep understanding of the line of business including applicable systems, tools, policies, and procedures and are adept at identifying gaps and deficiencies. This role will be responsible for influencing the risk culture and providing risk oversight activities will include risk identification, control design and evaluation, and completion of risk and control self-assessments.
This role will have a Hybrid work schedule, with the expectation of working in an office (Columbus, OH, Chicago, IL, Hartford, CT, Charlotte, NC, or NYC) 3 days a week (Tuesday through Thursday).
Responsibilities:
Understand and apply the enterprise policies, standards and framework for governance, risk & compliance
Execute based on the Enterprise Risk Management standard on how to identify, assess, mitigate, monitor, test and report on risks and controls
Perform control analysis and design and validate key controls are operating effectively and mitigate risks identified in the enterprise risk register
Provide Issue management oversight, analysis, and remediation support Conduct Technology Risk Assessments, Risk & Control Self-assessment (RCSA) in partnership with risk owners
Engage at all levels of the organization to organize, drive, and communicate results and partner with Second Line of Defense (SLOD) and Internal audit on risk related topics
Make risk-based decisions and trade-offs impacting annual investment strategies and project prioritization
Build and analyze metrics to measure risk and make informed decisions
Integrate into technology areas to perform risk analysis and consultation
Partner with Application, Data and Data Science leaders to manage and reduce risk
Provide Risk Consulting and Risk prevention guidance
Support SOX/SOC & PCI engagements
Qualifications:
Bachelor's degree in Computer Science, Engineering, or Information Management Systems
7+ years of experience in IT/Technology/Information Security Internal Audit or Compliance experience with exposure to financial products and services, banking industry, e-commerce or a Big-4 audit environment preferred.
Utilize a deep understanding of risk management methodologies, frameworks, and principles (e.g., SOX, COBIT, NIST, CSA, ITIL, PCI, GDPR, etc.) to evaluate and recommend best approach to mitigating risk with best-in-class controls.
Operate in a fast-paced environment and able to handle several simultaneous projects and tasks while demonstrating urgency and ownership to drive issues to completion.
Possess strong oral and written communication skills along with refined presentation skills and the ability to work with other departments and varying levels of management, including senior leadership.
Have strong ability to be detail oriented, deadline driven, and organized with minimum direction and possess a high drive for results.
Certifications a plus (CRISC, CISA, CISSP, CISM, etc.)
Candidate must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$116,400 - $174,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
Auto-ApplyTraining Specialist/Instructional Designer III - Partially Onsite in Hyannis, MA
Barnstable Town, MA jobs
Salary Grade: 17
The Training Specialist/Instructional Designer III designs, develops, and/or delivers/facilitates complete learning interventions (e.g., eLearning, instructor-led courseware, print and online performance support tools, job aids) using the ADDIE (Analysis, Design, Development, Implementation, and Evaluation) process, as well as current learning theory and best practices, for customer service and sales skills, new system rollouts, system enhancements, new bank products, new rules & regulations, and compliance.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:
Conduct analysis, design, develop, implement, evaluate, and maintain web-based (WBT), instructor-led (ILT), and hybrid training, as well as job aids (print based job aids, as well as online performance support tools).
Lead, support, or be a one-person team on training projects ranging from building singular “just-in-time” modules to overhauling complete curricula.
Conduct various analyses (e.g., root cause analyses, needs assessments, best practices or benchmarking studies) to determine if training is needed and, if so, to define the target audience, learning objectives, and measurements required for a successful learning intervention.
Design and develop high quality, interactive, and engaging courseware (WBT, ILT, & hybrid learning approaches).
Design and develop clear and concise procedures and basic knowledge management assets.
Lead lessons learned sessions, and apply learnings to process improvement designed to increase quality or efficiency of the Learning & Development Team and its members.
1b. Deliver/facilitate instructor-led courseware and workshops, serving as the primary or backup facilitator for new hires, as well as lead on targeted special assignments for specific audiences (e.g., new product or system training).
Time in 1a, 1b, or some combination of the two: 50-75%
Perform specialized support duties. Time: 10-25%
All Training Specialists share ongoing support to bank employees and the Learning & Development Team. Specialized support duties may include, but are not limited to:
Provide basic day-to-day LMS support to bank employees (e.g., resolve completion status issues, reset passwords) and Learning & Development Team (e.g., building, assigning, and scheduling courses).
Design, develop, and maintain questions and scenarios to support ongoing assessment and coaching of bank staff.
Provide individual and / or specialized coaching for employees experiencing specific performance problems relating to the Training Specialist's main area of focus or to employees who underperform in on-boarding or on the job.
Maintain and contribute to the Learning & Development Team intranet web site.
Professional Development. Time: 10%
Research and study various components of Instructional Design, including learning theory, graphic design and development, web design and development (HTML, CSS, JavaScript), production software (e.g., Photoshop, Illustrator, Premiere, Audition), and any area of the ADDIE model (Analysis, Design, Development, Implementation, & Evaluation).
Research and study various components of Human Performance Improvement, including Six Sigma, process improvement, organizational communication and development, performance support systems, knowledge management, procedural documentation, and change management.
Research and study various components of Instruction and Facilitation, including lecture, presentation and delivery strategies & techniques, small group facilitation, instructional activity debrief, discovery-based instruction, problem-based instruction, project-based instruction, ad hoc instructional activity development, common ice breakers, and energizers.
Share knowledge and skills with other team members (e.g., leading “brown-bag” sessions or presenting “teach-backs”).
Assist the Director of Learning & Development in the mentoring and professional development of other team members.
Lead and/or participate in project brainstorming sessions with team members assigned to different projects.
Administrative time. Time: 5%
Attend corporate and/or team meetings.
Generate standard reports.
QUALIFICATIONS:
EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position)
BA/BS required, ideally in Business, Finance, Training, English, Communications, Instructional Design, or Education. Master's degree preferred.
KNOWLEDGE, SKILLS & ABILITIES:
Minimum of four years of relevant work experience; or equivalent combination of education and experience to include at least six years in sales, customer service, consumer lending, computer systems, and coaching others in a financial services organization.
The Training Specialist / Instructional Designer III should be able to do the following with light coaching and/or supervision & guidance:
Apply best practices in adult learning theory in the design of web-based and instructor-led training.
Conduct analyses using multiple data collection methodologies (e.g., observation, survey, interview, focus group).
Design and create well-structured and engaging instructional materials.
Write print materials (facilitator guides, learner guides, workbooks, job aids, etc.).
Write online materials (screen text, online procedures, interactive job aids and knowledge support tools).
Create well-designed online training screens and interactions.
Collaborate with other designers to create engaging training interventions.
Apply best practices in the facilitation of classroom instruction (e.g., lecture, presentation, leading discussion, steering problem-based learning, brainstorming, reflecting, redirecting, leveraging open and closed-ended questions, resolving classroom conflict, coaching).
o Manage time effectively across one or two projects and tasks.
Build effective relationships with subject matter experts, top performers, and managers across multiple levels within the bank.
Quickly come up to speed with knowledge of the financial industry, if needed.
Use a Windows-based PC at an expert-level.
Mid-level or higher mastery of Microsoft Word and PowerPoint preferred, but not required.
Mid-level or higher mastery of Adobe Photoshop preferred, but not required.
Familiarity with Articulate Storyline preferred, but not required.
Mid-level or higher mastery of SharePoint preferred but not required.
COMPETENCIES:
Must have cyber security awareness to protect the digital environment, the Bank, and customers.
Problem Solving
Dealing with Ambiguity
Written and Verbal Communication (clear, concise, and engaging)
Time Management
Demonstrate Courage
Drive for Results
Interpersonal Savvy
Customer Focus
Integrity and Trust
Self-Development
Creativity
Technology Savvy
Talent Development and Training Specialist
Roanoke, VA jobs
Role:
The Talent Development and Training Specialist will be responsible for designing, implementing, delivering, and evaluating training programs that enhance the skills and knowledge of new and existing employees. They will focus on fostering a culture of continuous learning and talent development across the organization. They will work closely with the training department in ensuring employees have the skills and knowledge to be successful in their roles and throughout their tenure.
Essential Functions & Responsibilities:
30% Organize development resources for improving personal development, management, leadership, and job skills by working with internal and external trainers to develop content and program.
30% Conducts training sessions for all employees, training on systems, computers and software, Credit Union history, standard policies and procedures, and services standards as outlined in the employee handbook.
20% Facilitate engaging and interactive training sessions, workshops, and seminars for employees at all levels. Utilize various training methods including in-person, virtual, and blended learning approaches.
10% Assists with the development of customized training solutions through collaboration with departments leaders and the training team and provides one on one coaching and support to employees as needed.
5% Tracks the progress of trainees through routines tests, observations, and feedback from department leaders; evaluates the effectiveness of the training programs and makes recommendations for improvements.
5% Perform other duties as assigned.
Performance Measurements:
Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.
Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.
Please refer to Annual Performance Goal document for remaining Performance Measurements.
Knowledge and Skills:
Experience Three years to five years of similar or related experience.
Education (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
Interpersonal Skills Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills Strong technology skills. Excellent communication both written and spoken.
Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyTraining Specialist
New York, NY jobs
The Enablement Specialist supports the professional development of employees across the Commercial organization by creating and managing enablement and training content to enable Commercial Team Members to achieve outsized outcomes. The individual in this role will partner with internal stakeholders and subject matter experts for the instructional design of enablement content. The Enablement Specialist will administer the learning management system (LMS) and content management system (Seismic) to ensure the availability and timeliness of all content to the Commercial team. Training topics include but are not limited to, product training, sales and systems training (including Salesforce), industry training, financial training, corporate training, client type/persona training and the Discover Green Street series.
Job Responsibilities
The Enablement Specialist will:
Support the Commercial Organization's goals by designing, developing and delivering scalable, customized, and effective content through various delivery modes (web-based, leader-led, workshops, e-learning, etc.)
Maintain a strong working knowledge of all Green Street products and customer type and user persona use cases, as well as Commercial Real Estate Industry and Financial concepts
Foster an inclusive environment conducive to learning and growth
Be responsible for administration of learning management systems and content management system (Seismic)
Be adept at project management and cross-functional collaboration
Deliver L&D initiatives that are measurable and can be tracked for effectiveness and alignment to program goals
Ensure an impactful learner experience by identifying opportunities for higher ARR using data, leader input and team member observations
Candidate Profile
Bachelor's degree in business, Finance, Real Estate, Human Resources, Psychology, Adult Learning, Organizational Learning, Instructional Design, or related field
Minimum 2+ years in instructional design, with a focus on creating engaging, scalable training content OR Minimum 2+ years of experience in facilitating in diverse settings and formats (e.g. group, public speaking, e-learning)
Minimum 2+ years' experience in sales, account manager or customer success with proven track record of success, preferred
Experience training on sales enablement tools, such as Salesforce.com, SalesLoft, and ZoomInfo
2+ years of experience in Finance or CRE related field preferred
Strong communication and analytical skills to influence stakeholders
Ability to manage multiple priorities with deadlines
Working knowledge of Microsoft office programs, particularly PowerPoint, Excel and Word
Up to 20% business related travel to other offices located in the US and Europe
Delivery of learning programs may require travel and incumbents must obtain the necessary travel documentation
L&D events may require working outside of standard business hours
Compensation, Benefits and Work Authorization
In addition to the posted base salary range, this position is eligible for commission and benefits (subject to eligibility requirements) listed here. Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications. This information is applicable for all full-time positions.
Green Street will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Company Overview and EEOC/Diversity
Green Street is a forward-thinking real assets company at the forefront of transforming the commercial real estate market with cutting-edge predictive analytics, data-driven insights, and actionable intelligence. With over 40 years of expertise, Green Street empowers investors, lenders, banks, and industry stakeholders across the U.S., Canada, Europe and Asia to make optimized investment and strategic decisions. To learn more, please visit ********************
The success of Green Street is directly attributable to the strength of our people. A diverse and inclusive work environment where top talent can thrive, think freely and offer different perspectives makes our insights even stronger. We're building a company culture where differences are celebrated and valued.
Green Street is an Equal Opportunity Employer
Green Street does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.
Pay Range USD $85,000.00 - USD $90,000.00 /Yr. Commission N/A Incentive Performance Bonus + Incentive Performance Bonus
Auto-ApplyTraining Specialist
Philadelphia, PA jobs
Diverse experiences. A shared passion.
At Annexus Health, we are a team of dedicated professionals with backgrounds in life sciences, healthcare software technology development, and the healthcare provider setting. While we approach our work from different angles, we are united by our commitment to reducing financial and administrative burdens across the patient access journey to improve access to care and combat financial toxicity at both the patient level and the healthcare provider level.
Training Specialist
We are seeking an energetic and talented Training Specialist to develop and deliver engaging customer training sessions. Reporting to our Director, Training and Development, this role will be a core member of our Training Team. You will collaborate with team members to deliver high-quality training for Annexus Health customers. If you're highly motivated, passionate about training, and eager to join a fast-growing start-up focused on making a difference for patients, then we would love to meet you!
What You Will Do:
Lead engaging, effective, high-quality virtual, instructor-led customer training sessions
Facilitate engaging onboarding experiences for new clients and users
Create and manage the online registration experience for the virtual customer training sessions (currently using GoTo Webinar and Microsoft Teams)
Adjust AssistPoint training materials to align with product releases
Identify customer needs for new training sessions and/or materials to address gaps, and partner with internal stakeholders to generate ideas for special training webinars
Document training attendance and support the reporting of monthly and quarterly training metrics
Stay current on industry trends and best practices in virtual learning, and continuously look for ways to improve the customer training experience
About You:
Proven experience delivering virtual training, ideally in a healthcare or technology setting
Familiarity with healthcare billing and financial counseling is a plus
Excellent communication and presentation skills, including the ability to simplify complex topics and tailor to diverse audiences
Strong command of Microsoft Teams, GoTo Webinar, or similar software
Team player who is invested in helping others grow and succeed
Strong learning agility; enjoy and excel in an environment where it is required to adapt to continuous software development updates
Strong interpersonal skills and ability to work with a wide range of people in order to build relationships both internally and externally
Ability to thrive in a high-growth and sometimes chaotic environment
Driven to make a difference
Love to have fun!
Annexus Health is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law.
Read more about the Annexus Health culture at annexushealth.com/about/.
Auto-ApplySales Training and Enablement Specialist
Columbus, OH jobs
Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. Telhio's mission is to be a trusted financial partner, committed to serving our community with integrity, care and commitment. Every interaction with our members is guided by these core values. We foster a culture of accountability, respect, and inclusivity-embracing diverse perspectives and actions to strengthen our organization, Board of Directors, staff, and membership. Summary: The Sales Training & Enablement Specialist supports Telhio's member-facing teams by equipping them with the knowledge, tools, and resources needed to drive sales performance and deliver exceptional member experiences. This individual contributor role, reporting to Learning & Development, is responsible for designing and facilitating member service and sales training programs, developing enablement tools, and partnering with sales leaders to identify and close skill and knowledge gaps. This role actively supports Telhio's sales culture which focuses on building trust, creating value, and supporting our members through every step of their financial journey. The specialist helps embed consultative, member-focused sales practices into training and coaching. While the role plays a critical part in increasing sales effectiveness, it does not carry responsibility for member impact and service goals. Responsibilities: Sales Process Support
Design and maintain a unified, member-centric member engagement process adaptable across departments (retail, lending, contact center, etc.).
Partner with sales leaders and frontline staff to standardize member engagement practices while allowing for team-specific customization.
Align enablement efforts with organizational goals and strategies, ensuring consistency without direct accountability for sales performance.
Collaborate with business units and Learning & Development to identify opportunities for process improvement, supporting a culture of continuous learning and operational excellence.
Sales Training & Onboarding
Develop and deliver onboarding and ongoing sales training programs that build product knowledge, system proficiency, and proactive, consultative selling skills to uncover member needs and provide tailored solutions.
Create and maintain training for new and updated products and services, ensuring teams have the knowledge and confidence to position offerings effectively.
Manage relationships with third-party sales training vendors, overseeing content alignment, scheduling, and implementation.
Collaborate with Learning & Development to ensure training design meets instructional standards and supports adult learning principles.
Sales Coaching & Enablement
Facilitate learning labs, member conversation and service skill workshops, and peer coaching sessions.
Observe sales interactions (calls, in-branch, etc.) to identify coaching opportunities and share actionable feedback with leaders.
Equip managers with coaching tools, job aids, and structured frameworks to reinforce learning within their teams.
Enablement Analytics & Feedback Loop
Track and analyze key member engagement and product adoption metrics (e.g., referral rates, product adoption, cross-selling effectiveness).
Use data and stakeholder feedback to continuously improve training content and enablement resources.
Recommend tools, resources, and technologies that enhance frontline team efficiency, member engagement, and sales effectiveness.
Qualifications
High School Diploma or Equivalent (Required)
3-5 years of experience in member service and sales training, enablement, or a related role-preferably within financial services, banking, or credit unions. (Required)
Strong understanding of sales methodologies, the member relationship lifecycle, and high-performing sales culture practices. (Required)
Demonstrated experience applying process improvement and problem-solving methodologies to support team effectiveness and training outcomes. (Required)
Bachelor's degree in education, Organizational Development, Business, or a related field. (Preferred)
Experience with e-learning tools, instructional design platforms, or Learning Management Systems (LMS) (Preferred)
Familiarity with membership and sales systems such as CRMs, referral tracking tools, or digital member engagement platforms. (Preferred)
Proven ability to design and deliver effective training and coaching programs.
Experience using data to evaluate training outcomes and inform improvement strategies
Skilled facilitator and coach with a learner-first mindset.
Excellent interpersonal skills and the ability to collaborate with stakeholders across functions.
Strong organizational and project management capabilities.
What you will earn:
Competitive pay
Benefits: several medical plan options, dental, free vision, free life and free disability insurance
6% matching and immediately vested 401(K) plan
100% paid paternity leave
10 paid holidays and generous paid time off plan for a healthy work-life balance
Opportunity for personal career growth, continued education and mentorship programs
Volunteer opportunities impacting the local community
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. Must drive occasionally. This is a Non-Collective Bargaining Unit. Telhio is an Equal Opportunity Employer.