Senior Technician Specialist jobs at Citrin Cooperman

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.

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

Guardian Savings Bank is a large lender in Cincinnati, Northern Kentucky, Lexington and Louisville that puts people first. Our customers are part of a close-knit community and their banking needs are both met and serviced locally. Everything from opening an account, securing a home loan or getting advice on the best banking options, we're here for you. In a fast-paced world, you can count on Guardian Savings Bank to slow down and give you the attention you deserve. Guardian Savings Bank is looking for an Escrow Specialist to assist our borrowers with everyday tax and insurance needs. Purpose of the role The Escrow Specialist is the first line contact with borrowers to resolve complex escrow needs. From taxes, insurance, flood, PMI and beyond, the Escrow Specialist ensures timely payment of all escrowed items and works with borrowers to help them understand escrow needs and concerns. Essential Duties and Responsibilities Handle complex calls with customers related to escrow analysis, tax, insurance, PMI and FHA Assumes a high level of responsibility in resolving escalated research issues related to customer accounts Trains new employees and employees from other areas on various insurance, tax and analysis functions Responds to assessments from QC & compliance departments Works various monthly reports to ensure customers mortgage payments are adjusted in accordance with RESPA guidelines Review and document any accounts with payment increases or decreases that fall outside of the Established escrow parameters Complete monthly exception reports to clear any error that would prevent the annual analysis Work exception reports from escrow vendors to ensure the timely completion of payment processing for monthly transactions, monitored by FDICIA & Sarbanes Oxley Prepare wires to outsourced providers of tax and insurance Review, approve or deny & pay claims for tax provider that result in Guardian charge offs Work closely with vendors, customers, tax agencies, insurance companies & affiliates on customer services issues relating to escrow processing; make appropriate account adjustments to correct improper escrow line set-up issues Track & recover advances utilized to clear incorrect escrow payments Process daily correspondence & send to vendors in overnight transactions Complete customer requests to add, delete & reanalyze escrow accounts Clearly explain customer escrow analysis statements; involves detailed mathematical understanding and calculations Research insurance & tax issues that create overages & shortages on customer accounts Ensure monthly analysis checks & statements are mailed to customers in accordance with RESPA guidelines Work w/ customer solutions to ensure accounts coming out of bankruptcy & loan modifications are analyzed correctly Other duties as assigned Education/Experience Education and Experience High School Diploma required. Additional college credits and/or degrees preferred Job competencies 1-2 years of prior escrow experience desired Organized and dependable Basic mortgage documentation knowledge preferred Working knowledge of Microsoft products, including Excel, Word, Outlook Analytical and attention to detail Ability to problem solve and multi-task Verbal and Written Communication Self-Motivated Team Player Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice. Guardian Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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

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

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.

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.

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

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

**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.

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.

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

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

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.

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

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/.

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.