Commonwealth Financial Network jobs

If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Technology department offers a hybrid work schedule, so you'll be able to work from home for part of the week! Key Responsibilities Demonstrating professional phone etiquette, active listening, and follow-up abilities to ensure high-quality customer interactions Showing commitment to understanding and addressing the unique needs of customers while aligning with company and IT objectives Providing reliable level 1 support to home office staff, financial advisors, and their teams through live remote desktop sessions, email, and phone communications Handling multiple ServiceNow tickets, prioritizing them effectively to meet deadlines and service level agreements Conducting daily reviews of open tickets, ensuring timely follow-ups and resolutions Maintaining thorough and accurate records of all customer interactions and solutions provided Performing remote configuration of user workstations, including the deployment of security and productivity software Escalating complex issues to level 2 support, providing a comprehensive analysis to facilitate resolution Core Strengths and Skills Minimum of 1 year in a technology support role Experienced with Microsoft Azure, Active Directory, Office 365 applications, Windows PCs, and mac OS Familiarity with the ServiceNow ticketing system or similar platforms. Ability to adapt and respond proactively in a dynamic environment. Foundational software troubleshooting skills, particularly in a Windows environment Eager to collaborate, coordinate, and maintain a positive team environment Ready to embrace new challenges and continuously improve skills Motivated to develop a long-term career with growth opportunities at Commonwealth Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Picture Yourself Here At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love? We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. About Commonwealth Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure. The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf. Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds. Min USD $63,900.00/Yr. Max USD $73,500.00/Yr.

GCG is looking for a skilled **Sr** **Organizational Development Consultant to join our Talent team** ! As our Organizational Development Consultant, you will lead the charge in executing enterprise-wide talent development strategies that elevate performance, engagement, and leadership development across the organization. You will collaborate closely with HR Business Partners to support talent reviews, succession planning, and performance management, while managing and facilitating key development programs. You will oversee the ongoing refinement and evolution of our new Talent Management System (Cornerstone), owning administration of the system, reporting, and ongoing adjustments to LMS content and training delivery. You will also facilitate workshops, virtual and in-person training, and team-building sessions as well as create and manage in-person and self-directed leadership, capability building, and onboarding programs aligned with organizational development goals and business priorities. This is a highly collaborative, visible, and impact-driven role where you'll partner with senior leaders and HR business partners to align talent priorities with business objectives, ensuring we attract top talent and create conditions for them to thrive.You will playa crucial part in ensuring that employees are equipped with the knowledge and skills needed to excel in their roles and contribute to the organization's success. **What you'll do** + Partner with HR Business Partners to write and track Individual Development Plans (IDPs) for key talent, ensuring alignment with career aspirations and organizational needs + Lead the refinement and continuous improvement of a Talent Management System (TMS) to support performance management, learning, succession, and career development + Collaborate with IT, HRIS, and external vendors to ensure successful system configuration, integration, and adoption + Drive change management and user training to ensure effective system utilization across the organization + Monitor system performance and user feedback to identify enhancements and ensure alignment with evolving business needs + Lead the design and delivery of learning programs that enhance employee skills and capabilities + Facilitate development programs, onsite and virtual training, and other organizational effectiveness solutions to embed team capability-building + Inform and participate in the design and development of online, self-directed learning; occasional creation of just-in-time training to meet emergent business needs + Establish and manage development planning schedules to ensure targeted growth for successors and high-potential employees + Oversee and refine the performance management process, ensuring it drives accountability and continuous improvement + Implement tools and frameworks to support goal setting, feedback, and performance reviews + Develop strategies to enhance employee engagement and retention + Analyze engagement data and recommend actionable improvements + Use talent analytics and insights from the TMS to inform decision-making and measure the impact of talent initiatives + Provide regular reporting to senior leadership on key talent metrics **What you'll bring** + 6+ years experience in learning & development, organizational development, or talent management in a corporate environment + Exceptional communication, facilitation, and project management skills + Demonstrated ability to influence leaders without formal authority + Experience administering a full-cycle performance management process (3+ years) + Experience leading and facilitating 9-box talent review and succession planning (3+ years) + Hands-on experience implementing or administering Cornerstone or similar systems + Proficiency with Office 365 + Experience with interactive virtual instructor-led training platforms (Microsoft Teams preferred) + Familiarity with course authoring tools such as Storyline, Rise 360, or Adobe Captivate is a plus **What we offer** + **Competitive base salary ranging from $150,000 to $165,000 depending on applicable experience; eligibility for annual bonus** based on company and individual performance + **Comprehensive Health Coverage** : Multiple medical plan options (CDHP and PPO) to get you the coverage you need + **Robust Financial Security** : Company-paid life and disability insurance, 401(k) with company match, plus options for supplemental critical illness, accident, and hospital indemnity plans + **Generous Time Off** : PTO plan with paid holidays, paid parental leave, and paid compassionate care leave to support personal well-being and family needs + **Wellness & Support Programs** : Employee Assistance Program (EAP), wellness incentives, and telehealth access + **Extras That Matter** : Dental and vision plans, FSAs/HSAs with company contributions, pet insurance, legal services, and ID theft protection for peace of mind + **An employee-centric company** that values and truly appreciates our most important asset: You! **About GCG** At GCG, our mission is to power, connect, and automate our world. With the responsive DNA of a startup and the size of a global leader, we offer top brands and extensive value-added services that make us an invaluable partner to our customers in multiple industry verticals across the globe. We are committed to meeting the needs of our customers, while focusing attention on our responsibility to the environment, our associates and the communities we serve. _GCG is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees._ _All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._ _These duties and responsibilities listed above are judged to be "essential functions" in terms of the Americans With Disabilities Act, or ADA. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. 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. Furthermore, the above statements are intended to describe the general nature and level of work being performed by a person in this position. They are not to be construed as an exhaustive list of all duties that may be performed by such a person._ _\#LI-remote_ **Job Locations** _US-Remote_ **ID** _2025-1916_ **Category** _Human Resources_ **Position Type** _Regular Full-Time_

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary of the role: As an Account Executive in our dynamic team, you will be the cornerstone of client interactions, fostering and deepening relationships with both clients and carrier representatives on a daily basis. You'll be the key contact for clients, managing and enhancing our relationships, diving into researching and advising on various benefit plans, and taking a leading role as an advisor. This is more than a job; it's a chance to make a significant impact - both in our clients' lives and within our team. If you're ready to take this leap and become a pivotal part of our client's journey, we're excited to welcome you aboard. Essential Duties and Responsibilities: * Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers. * Develop and maintain ongoing relationships with clients; Act as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services. * Maintains a project plan to ensure client deliverables are provided on time. Delegates work to more junior team members to ensure completion. * Uses online carrier tools to develop quotations, prepare, pre-renewal information and update client proposal tables. (small market only) Understand and articulate alternative funding strategies. (large market only) * Build and maintain strong relationships with carriers, companies and clients. * Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues * Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients. * Anticipate client needs and identify the strategies to solve them. * Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions. Oversee implementations of new business. * Understand and articulate alternative funding strategies. * Work with director to develop and execute client strategy plan and defined deliverables. * Oversee open enrollment process for clients; Review employee presentations and communication materials. * Conduct and present annual client compliance audits. * Genuine understanding of client financial mechanics and projections. * Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant * Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs) * Review the work of the Account Managers on the team and provide informal mentorship to them. * Ensure all client data is entered into CRM System (Salesforce) in a timely manner. * Work with director to develop and execute client strategy plan and defined deliverables. Knowledge, Skills, and/or Abilities: * Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services * Ability to work independently and anticipate client and team needs * Effective time management and decision making skills * Diligent follow up skills * Ability to express ideas clearly in both written and oral communications * Strong Microsoft Excel and PowerPoint skills * Commanding presentation and public speaking abilities Education and/or Experience: * BA/BS preferred * More than 5 years industry and product line experience. * 4+ years of health and welfare consulting experience required Certificates, Licenses, Registration: * Life, Accident and Health Insurance License required. * GBA or CEBS Certification a plus. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $72,000- $125,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

**GCG is currently seeking a Production Supervisor to join our Assembly team in our Leominster, MA facility!** In this role, you will be responsible for supervising and coordinating the activities of assembly/test operations for work cells per the production plan while providing support and direction to Production Group Leads. **Hours:** 7:00am to 3:30pm M-F **Location:** 100 Jytek Drive, Leominster, MA 48309 **What You'll Do** + Assist the Production Manager with hiring, training, scheduling, and directing the activities of production personnel. Develop personnel to meet the business's needs + Execute production and shipping schedules and set priorities for Production Group Leads + Communicate production updates and provide planning info to the Sales team + Collaborating with other departments, such as procurement and quality control, to ensure smooth operations + Oversee jobs on the production floor for assigned work cells and provide support for process execution and job transaction status + Promote an organized and clean work area in compliance with LEAN 5S and FOD (Foreign Object Damage policy) + Comply with ISO-9001 quality standards + Assist with ensuring production employees are current with all corporate training requirements + Approve work hours/timecards for production personnel + Assist with additional responsibilities as required **What You'll Bring** + 3+ years' experience in manufacturing management required + ERP experience required + Basic Microsoft Office (Excel) and computer literacy skills + Excellent verbal communication and leadership skills + Ability to meet productivity standards, manage time effectively, and complete tasks in a timely manner + Ability to adapt to changes in the work environment and maintain consistent performance under varying conditions + Ability to follow safety protocols, report concerns, and reliably adhere to work schedules and upper management instructions + Technical knowledge or experience in cable, harness assembly, and electronic components/systems is a plus + ISO 9001 experience is a plus **What We Offer** + **Competitive annual salary between $65,000 and $73,000** + **Comprehensive Health Coverage** : Multiple medical plan options (CDHP and PPO) to get you the coverage you need + **Robust Financial Security** : Company-paid life and disability insurance, 401(k) with company match, plus options for supplemental critical illness, accident, and hospital indemnity plans + **Generous Time Off** : PTO plan with paid holidays, paid parental leave, and paid compassionate care leave to support personal well-being and family needs + **Wellness & Support Programs** : Employee Assistance Program (EAP), wellness incentives, and telehealth access + **Extras That Matter** : Dental and vision plans, FSAs/HSAs with company contributions, pet insurance, legal services, and ID theft protection for peace of mind + **An employee-centric company** that values and truly appreciates our most important asset: You! **About the Company** At GCG, our mission is to power, connect, and automate our world. With the responsive DNA of a startup and the size of a global leader, we offer top brands and extensive value-added services that make us an invaluable partner to our customers in multiple industry verticals across the globe. We are committed to meeting the needs of our customers, while focusing attention on our responsibility to the environment, our associates and the communities we serve. _This job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._ _GCG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or_ _expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._ \#LI-Onsite \#LI-CF1 **Job Locations** _US-MA-Leominster_ **ID** _2025-1911_ **Category** _Operations_ **Position Type** _Regular Full-Time_

The role is within the Global Transformation and Change (GT&C) team at Columbia Threadneedle Investments. The GT&C team is a key part of delivering strategic goals, transformation objectives and business outcomes set by executives, business leaders, and functional and workstream leads. This role will work closely with all areas of the business to ensure that (a) high-level intentions set by senior leadership are translated to compelling solutions and actionable requirements, (b) development and product teams deliver on requirements, and (c) intended business outcomes are delivered through application of change management best practices. Key Responsibilities Lead a team of BA's to ensure collective work is of consistent high quality and delivers on leadership's strategic intentions. Bring subject matter expertise in asset management business process and technology to the leadership and coaching of business analysts. Provide effective people leadership through effective coaching, feedback, and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Nurture best practices: business case development; workshoping and stakeholder mgmt; process volume and quality analystics; as-is and future-state business process mapping; operating model documentation and design; requirements collection and synthesis, feature and story development, documenting data requirements; release planning and roadmapping; agile practices and software development methods; process automation design; customer and employee experience design; user testing and quality mgmt; change mgmt and adoption planning; analytical tools. Maintain knowledge of new developments in business analysis, including learning from other market leaders and industries. Educate team on changes in the industry and organization and contribute to best practices of the team. Analyze complex business issues requiring transformation and change by incorporating company and Asset Management industry knowledge with sound analytical processes. Support subject matter experts (SMEs) in capturing current-state operational analysis to enable decision making in support of the firm's business transformation initiatives. Gathering and documenting requirements from functional / workstream leads and end users. Analysing demand / case for business change and documenting business impact assessments. Define business analysis approach to projects, lead the execution of the analysis, manage expectations and risks, and ensure post-implementation benefits are measured. Documentation of solution design, current and future states and gap analysis. Present results of analysis and/or recommendations to business leaders, stakeholders, and at time external parties. Communicate action plans and priorities to appropriate partners. Build relationships with business leaders to understand business objectives and priorities, drive large/complex business process improvements that support operational excellence, productivity enhancements, growth, and other key initiatives. Partner with business architecture to align designs in the enterprise. Support the delivery of project objectives by ensuring that delivery is aligned to standards and processes, with provision of strong estimates and risk management. Support the business in understanding complex ideas and solutions through the provision of high quality documentation and stakeholder communication. Manage multiple relationships across the organization, including senior level leaders, and at times with external parties and clients. Act as a liaison among business leaders and stakeholders (Solutions and Data Architects, business and commercial leaders) to gather information and share best practices, and to ensure initiatives are executed appropriately. Liaison/information sharing with technical teams (analysis, build, infrastructure). Required Qualifications Bachelor's degree or equivalent. 10+ years of relevant experience. Excellent communication and facilitation skills; demonstrated ability to clearly and persuasively communicate ideas, issues and recommendations to senior leadership. Strong analytical and problem-solving skills and ability to use analysis with associated applications. Ability to influence across organization and to senior leaders. Flexible and able to multitask; can work within an ambiguous, fast-moving environment, while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and systems. Demonstration of strong project management skills Ability to develop effective working relationships with varying levels of employees and influence improvements and efficiencies to work processes Experience leading presentations at meetings Demonstrated enthusiasm for learning and developing creative solution Preferred Qualifications In-depth knowledge of business operations and processes with ability to articulate these processes to others. Experienced in driving process/asset changes and initiatives. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $132,000- $178,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business AMINV US Asset Management

The Legal Affairs Manager will work closely with other members of Asset Management Legal in the General Counsel's Organization, as well as members of the firm's various lines of business. The position would be part of a team of lawyers and paralegals supporting Columbia Threadneedle Investments. This position will be filled in Minneapolis, MN, Boston, MA, or New York, NY. The position will focus primarily on supporting the Columbia Threadneedle Investments registered investment companies (mutual funds, ETFs, and closed-end funds, including interval funds) and Columbia collective investment trusts (CITs)). Key Responsibilities Under the direction of attorneys, this role will be responsible for performing on-going legal and regulatory related activities with respect to the registered investment companies and CITs. Coordinates the creation, updating, and filing of registration statement post-effective amendments containing prospectuses and statements of additional information (SAIs) (including annual updates and supplements thereto) and other disclosure documents required by the Investment Company Act of 1940, Securities Act of 1933, and the Securities Exchange Act of 1934. Solicits and coordinates input to disclosure documents from business lines (including product, marketing, fund administration, compliance and investment personnel), outside counsel and outside accountants, while also supporting the CIT business and related CIT board. This position can sit in our Minneapolis, MN, Boston, MA, or New York, NY office. Requirements * Associates degree plus paralegal certificate or Bachelor's degree equivalent. * 3-5 years' experience supporting an asset management business is preferred. * Ability to interpret, analyze and apply legal requirements applicable to registered investment companies. * Mature, professional demeanor. * Strong attention to detail, strong organizational skills, and ability to successfully manage several ongoing assignments. * Excellent communication, interpersonal, writing and problem-solving skills. * Dedicated team player. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $72,100 - $124,300 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Legal Affairs Line of Business GCO General Counsel's Organization

As a Senior Portfolio Management Assistant, you will provide operational, analytical, and general administrative support to a team of equity portfolio managers. Key Responsibilities We're looking for a diligent problem solver to join our team of Portfolio Management Assistants in Boston, MA. The person who will be successful in this role will be someone who thrives in a fast-paced environment, takes initiative, is a continuous learner, and is able to prioritize tasks for themselves and others. What you'll do: Work closely with several portfolio management teams to support the foundational aspects of portfolio construction and implementation, including: Monitoring portfolio cash and holdings Accurately entering equity trade orders into investment systems, Providing daily, monthly, and quarterly portfolio reporting Ensuring that portfolios align with client guidelines and applicable regulations. Act as the primary point of contact between portfolio management teams and internal business partners (Compliance, Operations, Technology, etc.). Troubleshoot issues, lead portfolio management teams through operational and technological changes and participate in platform implementation activity. Provide basic administrative support for portfolio management activities, including travel arrangements, expense reporting and scheduling meetings. What you'll like about the role: Opportunity to gain exposure to equity investing or other aspects of the asset management business, as your interests dictate Making an impactful contribution to the success of the team and helping clients to achieve their investment goals An organization with ongoing dedication to Diversity, Equity, and Inclusion A working climate that values and supports varied perspectives and cultures Required Qualifications Bachelor's degree or equivalent work experience Strong interpersonal skills with the ability to collaborate with multiple teams at multiple levels Curiosity in financial markets, the asset management business and leadership competencies Experience with Microsoft Office, an interest in programming languages and an ability to quickly learn specialized investment systems Attention to detail, accuracy, and timeliness A collaborative can-do attitude About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $71,900- $90,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Investment Management Line of Business AMINV US Asset Management

At Columbia Threadneedle Investments, we're redefining asset management with innovative technology that drives smarter, more agile solutions. By leveraging cutting-edge CRM technologies and SaaS platforms, we're transforming our Sales, Marketing and Client Management capabilities. If you're a visionary leader ready to shape the future of technology in asset management, this is your opportunity to make a real impact. We're seeking a dynamic Sales & Marketing Technology Leader to shape our global CRM strategy and technology excellence. This role will focus on enhancing core capabilities across our global teams. The Sales & Marketing Technology Leader will provide Salesforce CRM ecosystem expertise and leadership that supports and drives both strategic solutions and enhancements. They will have the ability to partner and influence business partners, internal teams, and/or vendors to deliver high quality products within the expected timeframes and planned roadmaps. This is a hands-on role that will include day-to-day collaboration with key business stakeholders, product development, technology leads and offshore engineering teams. This is your chance to influence the future of how we serve clients, drive business growth, and empower our teams with the best-in-class sales and marketing solutions. Key Responsibilities How you'll spend your time... Lead Global Tech Strategy: Own the global technology strategy for Sales and Marketing products across EMEA, North America, and India; specifically, the Salesforce CRM & Marketing ecosystem. Cross-Regional Leadership: Manage and align technology teams across EMEA, North America, and India, ensuring a consistent technology strategy and approach that supports business objectives globally. Strategic Influence: Use technology to drive strategic decisions with business partners around sales enablement, distribution optimization, and client service innovation. Mentor & Develop Teams: Lead and develop a high-performance team of technology professionals, fostering innovation, collaboration, and excellence across all regions. Provide Thought Leadership: Influence the refinement of features, processes, and best practices to ensure the optimal performance and availability of technologies. Ensure improvements align with existing engineering principles and align with the roadmap. Continuously develop specialized knowledge and technical subject matter expertise by remaining apprised of industry trends, the direction of emerging technologies, and their potential value to the business. Effectively present the value proposition of business-appropriate emerging technologies to technology leadership. Required Qualifications Bachelors degree or equivalent in Engineering or other related degree focus. 7-10+ years of experience in engineering and integration technology and/or software development, progressing in complexity and responsibility. Proven success working with other design engineers and architects teams. Salesforce CRM & SaaS Knowledge: Hands-on experience (5-10 years) with the Salesforce CRM ecosystem and SaaS technologies, with a deep understanding of how they can be leveraged to create high-performance business solutions and outcomes. Asset Management: Proven experience in asset management, especially in distribution, sales, marketing, and client servicing. Leadership & Collaboration: Ability to lead and inspire global teams, driving alignment and collaboration across regions while ensuring business goals are met. Strategic Vision: Experience with setting technology strategy in alignment with business priorities. A forward-thinking leader with the ability to adopt emerging technologies and drive innovation in sales enablement, distribution optimization, and client service innovation. Strategic Influence: Use advanced Salesforce CRM capabilities, AI, and ML to drive strategic decisions, from sales and marketing enablement including operational efficiency. Agile Acumen: Knowledge of Agile practices, quarterly PI planning and backlog management. Validated maturity and efficiency in leadership of technical projects and teams via incremental product planning. Communication Skills: Exceptional communication and influencing skills, capable of explaining complex technical concepts to senior stakeholders and cross-functional teams. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $161,700 - $218,400 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Technology Line of Business TECH Technology

**GCG Connectivity & Power Solutions (CPS)** is seeking a **Senior Strategic Buyer** to support customer-designed solutions by developing and executing sourcing strategies that ensure on-time, high-quality, and cost-effective supply. This is a high-visibility, strategic individual contributor role that bridges procurement, product management, quality, and commercial teams to deliver complex, customer-specific solutions that power industries across North America. In this role, you'll take full ownership of purchasing activities tied to engineered solutions-managing vendors, ensuring compliance with AS9100 quality standards, and driving cross-functional accountability. You'll be a trusted advisor and key collaborator who combines sourcing strategy, analytical rigor, and hands-on execution to keep programs running smoothly and customers satisfied. If you're a proactive, results-oriented professional who thrives on managing complexity, building supplier partnerships, and driving outcomes, this is a chance to make a measurable impact and grow within a dynamic, customer-focused organization. **This role offers a remote work arrangement however occasional travel will be required to corporate facilities as well as supplier facilities. Strong preference for candidates in Eastern and Central Time Zones to align with work schedules of the division's procurement team.** **What You'll Do** + Lead procurement activities for customer-designed solutions, ensuring compliance with quality and documentation standards (AS9100, FAIR, PPAP) + Develop and execute sourcing strategies that meet customer specifications, contractual obligations, and cost objectives + Build and strengthen supplier partnerships through regular business reviews, performance tracking, and continuous improvement initiatives + Coordinate supply and demand planning activities to align inbound materials with customer forecasts + Manage and communicate project timelines, deliverables, and risks across procurement, product management, quality, and sales teams + Support supplier onboarding, qualification, and new product approval processes + Track and report KPIs, including supplier on-time delivery, cost performance, and project milestones + Manage internal costing and forecasting processes, ensuring clear visibility to pricing, lead times, and working capital impacts + Collaborate cross-functionally to resolve supply issues, improve data integrity, and optimize procurement efficiency + Travel as needed (up to 10%) to suppliers and partners for business reviews and relationship management **What You'll Bring** + Bachelor's degree in Business Administration, Supply Chain, or a related field, or equivalent experience + 5+ years of experience in procurement or supply chain management, preferably within distribution or contract manufacturing environments + Proven ability to manage complex sourcing projects and communicate effectively across multiple departments + Strong analytical and problem-solving skills with a sense of ownership and follow-through + Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and ERP systems (Oracle, Rubicon, or similar) + Familiarity with AS9100 standards and first article production processes (FAIR/PPAP) preferred + Experience interpreting 2D drawings and working within a technical manufacturing environment preferred + Background in wire harnessing, custom assemblies, or engineered electrical solutions is a plus **What We Offer** + **Competitive base** salary ranging from $90,000 to $100,000, dependent on relevant experience; eligibility for annual bonus based on company and individual performance + **Comprehensive Health Coverage:** Multiple medical plan options (CDHP and PPO) to get you the coverage you need + **Robust Financial Security:** Company-paid life and disability insurance, 401(k) with company match, plus options for supplemental critical illness, accident, and hospital indemnity plans + **Generous Time Off:** PTO plan with paid holidays, paid parental leave, and paid compassionate care leave to support personal well-being and family needs + **Wellness & Support Programs:** Employee Assistance Program (EAP), wellness incentives, and telehealth access + **Extras That Matter:** Dental and vision plans, FSAs/HSAs with company contributions, pet insurance, legal services, and ID theft protection for peace of mind + An employee-centric company that values and truly appreciates our most important asset: You! **Our Use of AI in Recruiting** At GCG, we use AI technology to assist with our interviews by automating note-taking, allowing our hiring teams to focus fully on the conversation. This technology supports efficiency and accuracy in capturing candidate insights during interviews but is not used to evaluate resumes. All resume reviews and candidate assessments are conducted directly by our corporate recruiting team and hiring managers to ensure a thoughtful, human-centered approach. **About GCG** At GCG, our mission is to power, connect, and automate our world. With the responsive DNA of a startup and the size of a global leader, we offer top brands and extensive value-added services that make us an invaluable partner to our customers in multiple industry verticals across the globe. We are committed to meeting the needs of our customers, while focusing attention on our responsibility to the environment, our associates and the communities we serve. GCG is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. \#LI-Remote \#LI-AW1 **Job Locations** _US-Remote_ **ID** _2025-1939_ **Category** _Purchasing_ **Position Type** _Regular Full-Time_

Ameriprise Financial is looking to add a Senior Business Analyst to the team! As part of the LFO Data Finance team, this role will work closely on the monthly processes critical for Columbia Threadneedle sales and assets metrics reporting. The role provides different opportunities to closely collaborate with different teams across the organization to achieve accurate reporting in a timely manner to answer any data inquiries. In addition to the month end reporting cycle, this role will work on projects to further enhance the dataset in SQL for reporting. This will involve researching and proposing possible solutions and then execute the best solution in code development and testing. Responsibilities Plays a key function as part of weekly and monthly tasks to ensure accurate reporting in a timely manner. Applies analytical skills to investigate data issues and recommend solutions. Collaborate and coordinate with global team members to ensure weekly and monthly tasks are ready promptly and accurately for reporting by our business partners. Work on projects with key business partners in documenting new data requirements and solutions then develop code to meet their needs. Conduct end-to-end testing on SQL, to ensure that business and functional requirements are being met. Required Qualifications Bachelor's degree in computer science, Finance or related field. 5+ years of relevant experience in data management for a global financial services / asset management firm Strong SQL knowledge, ability to write complex queries, and has knowledge of relational database development principles. Strong Excel knowledge for data analysis. Detail oriented, strong attention to detail. Ability to prioritize tasks/projects to meet tight deadlines. Ability to work independently and as part of a team. Ability to communicate effectively on recommendations and analysis results and establish and maintain strong relationships across the organization. Preferred Qualifications Experience with Python Experience in the asset management industry About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $88,100 - $118,900/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business FIN Finance

Job DescriptionFinancial Representative National Financial Network - NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network ] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you'll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training-locally, virtually and nationally-to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us…www. NatFin. Net Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

The Sales and Marketing Leadership Development Program (LDP) is a 24-month program crafted to cultivate your business knowledge, gain on-the-job training and further exposure to senior leaders. Our sales and marketing professionals are critical in driving business growth, client acquisition, and brand awareness. They promote the firm's investment products and services, building and maintaining relationships with clients, and supporting revenue growth. Over the course of your program, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere With access to our Business Resource Networks - which includes the Black Employee Network, Young Professionals Network, PRIDE Network - you will increase your own sense of belonging and engage in relevant networking and development opportunities. The Sales and Marketing LDP will rotate through and completes work within the following business areas over the course of four, 6-month rotations: Marketing Product Development & Management Institutional Distribution Intermediary Sales After exploring the breadth of the business units through each rotation, LDPs may have the opportunity to post to a permanent position within Columbia Threadneedle Investments. Key Responsibilities Responsibilities will vary depending on current rotation and assigned projects. This could include: Developing and maintaining marketing collateral that effectively communicates our brand, investment capabilities and products to financial advisors and institutional investors. Supporting go-to-market marketing campaigns that effectively reach our target audience through digital, event and in-person activations. Partnering with the Product team to conduct competitive marketplace analysis. Assisting colleagues with data modelling and reporting. Providing general multi-channel sales support. Supporting the sales team with prospect and opportunity analysis and preparation for meetings. Working with Consultant Relations and Relationship Management to provide support to our Institutional clients and consultant relationships. Updating Prospect and Client profiles in account management system working with the Sales and RM teams and using other data available. Creating target client and prospect lists for focus strategies with consultant ratings. Providing continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers. Maintaining management software and inputs literature orders. Required Qualifications Current Senior at a 4-year university pursuing a bachelor's degree Graduation date of Dec 2025 or May/June 2026 Commitment to complete the full 24-month Leadership Development Program, starting June 2026 Commitment to obtain Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) within a defined period of time Preferred Qualifications High degree of self-motivation with strong integrity and ethics Proven organization skills and ability to manage time effectively Excellent communication, interpersonal, and presentation skills Ability to work and communicate collaboratively with all levels of the organization including team members, managers, and senior leaders Proficient with Microsoft Office Suite, including Excel and PowerPoint The company does not offer sponsorship for this opportunity. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $75,000 year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Human Capital Line of Business AMINV US Asset Management

Provide leadership within Corporate Actions department. Collaborate with UK and India based team to support end-to-end Corporate Actions management across Columbia Threadneedle Investments US Team lead for Corporate Actions department responsible for five direct reports across US and India locations. Partnership and collaboration with UK and India based team to support full end to end Corporate Actions management across Columbia Threadneedle Investments. Responsibilities * US Team Management to achieve department and company objectives * Train and develop staff. Facilitate regular staff 1 to 1's, formal check in's and year end appraisals. * Recruitment of staff when required. * Engagement and delivery on key globalisation initiative to integrate US and EMEA Corporate Action teams * Full lifecycle of Corporate Action management across all Columbia Threadneedle portfolios * Event validation and set up within Aladdin Corporate Actions Manager * Lifecycle Management * Obtaining voluntary Corporate Action elections from portfolio managers/third parties and instructing Custodians * Processing Corporate Actions in Aladdin and Invest One * Resolving cash and asset reconciliation breaks and breaks against third parties * Management of Corporate Action queries from internal and external parties * Liaising with other teams across the business to resolve issues * Support for internal and external audit deliverables such as SOC1 and ISAE * Undertake continuous improvement of business processes. Initiate and drive efficiency/cost saving initiatives * Manage and mitigate risk across the Corporate Actions department. Improve controls where possible. * Escalation and REV management. Business Applications * Aladdin * Dashboard * Corporate Actions Manager * Security Master * Paycheck * Cash Master * Aladdin View * Explore * ADAM * Invest One * Bloomberg/IDC About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $77,100- $115,700 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals. We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders. We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being. We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work. Job Description The IT Infrastructure Services Specialist is responsible for delivering frontline support for hardware, software, and financial applications, ensuring minimal disruption to business operations. The specialist will troubleshoot and resolve technical issues, manage IT assets, document support activities, and assist with infrastructure upgrades to align with cybersecurity and compliance standards. This role is hybrid, 1 day remote/ 4 days in our Boston office. Primary Job Responsibilities: * Provide Tier 1 and Tier 2 support for IT infrastructure, including desktops, laptops, mobile devices, and peripherals, with a focus on minimizing downtime in a high-stakes financial environment. * Troubleshoot and resolve issues related to Windows OS, Microsoft 365, Bloomberg terminals, and other investment-specific platforms, escalating complex problems as needed. * Support infrastructure upgrades, patching, and deployments in coordination with cybersecurity and compliance teams. * Maintain and monitor IT asset inventory, ensuring compliance with security protocols and audit requirements. * Document incidents and their resolutions. Ideal Qualifications: * Bachelor's degree in computer science, MIS, or related field; or equivalent experience and certifications (e.g., CompTIA, ITIL, Microsoft). * 3-5 years of experience in IT service desk or infrastructure support, preferably within financial services or investment management. * Proficiency with Windows desktop environments, Active Directory, Group Policy, and scripting (PowerShell preferred). * Familiarity with financial applications such as Bloomberg, FactSet, or similar platforms. * Strong communication skills and a customer-first mindset, with the ability to support users in a fast-paced, regulated environment. The salary range is $80,638 to $98,557. The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the annual incentive plan.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established. Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office. Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Provide reports and other information to FA(s), as requested. Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager. What You'll Bring Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. Education & Experience Minimum Required: High School Diploma or equivalent Minimum Required: 2 years clerical/related industry Licenses & Credentials Preferred: FINRA SIE, Series 7 and 63 or 66. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-DL1 Compensation Range Salary: - Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Columbia Threadneedle is hiring a Senior Regional Investment Consultant supporting RIAs and bank trust companies in our West Region. This territory includes firms located primarily in California, Arizona, Oregon, Washington, Utah, Nevada, Idaho, and Colorado. In this role you will promote Columbia Threadneedle strategies and investment vehicles through the Private Client Advisor Channel to large market RIA firms and regional Private Bank Trust companies. This role will require the ability to work directly with analyst teams and CIOs to articulate complex investment strategies, provide insights into our thought leadership and market commentary, and also position our value-add programs to support advisors and clients. Key Responsibilities Provide representation of all products distributed and marketed by Columbia Threadneedle in the West territory of our Private Client Advisory channel. Territory includes CA, WA, OR, AZ, UT, ID, NV, CO, and AK. This position may be located anywhere in our West Region. Drive sales by developing, maintaining, and deepening relationships with new and existing RIA and bank trust firms. This person will work closely with CIOs and analysts using a consultative sales process to position our investment strategies. The role requires partnering with internal wholesaler to manage the territory and develop a business plan to achieve sales goals and objectives. Build and maintain relationships with internal and external business partners (marketing, senior leaders, field leaders). Consult in the areas of portfolio construction and practice management. Maintain a high-level understanding of industry and market trends impacting financial markets and our clients. Maintain a strong working knowledge of Columbia Threadneedle investment solutions and services. Report sales and activities to management on a weekly basis. Required Qualifications 6+ years relevant experience. Bachelor's degree or equivalent. Demonstrated sales track record and successful territory management. Consultative selling skills and communication skills. Deep investment knowledge including expertise in utilizing MPT and post-modern portfolio theories to position investment solutions. Experience calling on and working with the RIA community. Experience selling and marketing mutual funds, separately managed accounts, and ETFs. Ability to deliver value-added content as a way to develop/strengthen partnerships. Experience working within a Fiduciary sales construct - RIAs, Private Banks, Institutional firms, &/or firms focused on high-net-worth clients. Series 63/66 and Series 65/66. Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time. Preferred Qualifications CIMA, CAIA, CFA, CFP About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $110,000 - $125,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AMINV US Asset Management

The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth. Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more. Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client. Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work. Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice. Required Qualifications: Bachelors degree or equivalent 3 - 5 years of relevant work experience Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training Active FINRA Series 7 or ability to obtain within 150 days Active FINRA Series 24, or 9/10 or ability to obtain within 90 days Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days Active State IAR registration (S65 or S66) or ability to obtain within 150 days Active Life and Accident/Health insurance license or ability to obtain within 150 days Proven success driving business growth Proven leadership skills and ability to drive and motivate an organization to achieve results Demonstrated sales success with proven ability to acquire clients and close business Self driven and achievement oriented Ability to execute a playbook to drive results Strong presentation skills P&L expense management and ability to analyze data and reports to determine business opportunities. Knowledgeable and able to develop networks within the community Excellent compliance record Preferred Qualifications: Masters degree and/or relevant industry designations preferred (e.g. CFP) About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $43,888 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group

If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Advanced Planning department offers a hybrid work schedule, so you'll be able to work from home part of the week! We're looking for an advanced planning consultant to join our ranks. The Advanced Planning department provides educational and consultative financial planning strategies to our more than 2,000 independent financial advisors. In this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning. We are a bicoastal team of 14 people. Given our consultative nature, we're known for supporting one another, advisors, and colleagues to accomplish our goals. If your passion for consulting, research, and service runs deep, consider joining our team. Key Responsibilities Reviewing and summarizing plan and legal documents to educate financial advisors Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning) Reviewing clients' planning objectives in order to help identify opportunities to meet their needs Coaching advisors to quarterback relationships with clients, other professionals (e.g., attorneys or CPAs), helping advisors focus on the strategic big picture, and walking them through planning issues Core Strengths and Skills Proficiency researching issues and confidently helping advisors think through clients' planning strategies Aptitude for managing dynamic projects across a broad spectrum of disciplines on a daily basis Ability to write communication and strategy articles, develop client presentation pieces, and participate in public speaking Additional Skills and Knowledge JD required; estate planning background preferred CFP (or willingness to work toward) desirable Prior experience in financial services a plus Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Picture Yourself Here At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love? We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. About Commonwealth Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards. The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf. Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds. Min USD $120,000.00/Yr. Max USD $160,000.00/Yr.

Commonwealth puts a strong emphasis on personal development-and we wholeheartedly believe in providing that support to everyone who walks through our doors. Since 1999, we've been welcoming summer interns into our exceptionally uncommon community and culture. We're truly committed to providing career-building skills and experiences that set you up for success! Our internships are placed throughout Commonwealth departments, such as: * Business Development Operations * Community, Conferences and Events * Compliance, Advertising Review * Compliance Consulting and Branch Audit * Compliance, Licensing * Compliance, RIA Compliance Operations * Corporate Strategy Consulting * Investment Management and Research *no longer accepting applications * Legal and Risk, Anti-Money Laundering * Legal and Third-Party Risk * Marketing, Creative Design * Money Movement, Operations * Portfolio Reports and Data Services * Practice Management, Advisor Organic Growth * RIA Services and Consulting * Strategic Retirement Solutions, Marketing * Wealth Management Please note: You must be an active undergraduate student to be eligible for the program. Our internships are on-site positions in our Waltham, Massachusetts office. Currently, we don't offer remote internships or opportunities outside Massachusetts and respectfully ask that you only apply for a Commonwealth internship if you can commit to working on-site in Waltham. No Coffee Fetchers Here! We'll bring you on as an intern only if a manager identifies a specific need and commits to overseeing your professional development. You'll do real work that adds value to the organization, helps you learn and grow, and lays the groundwork for a possible career with Commonwealth once you graduate. We're committed to establishing long-lasting relationships with you and helping guide you toward a role that matches your skills and ambitions. Our internship program includes a three-day orientation process, professional development classes, various networking opportunities, invitations to company events, interactions with senior leadership, a group giving-back initiative, and a Shark Tank-style project experience. We like to have fun while we work! Are You In? Over the years, our internship program has evolved and become significantly more competitive. We receive hundreds of applications for between 15 and 30 summer internships every year. To help us understand your interest in a Commonwealth summer internship, a cover letter is required with your résumé. Although we can't guarantee interviews or placement with a particular team, we encourage you to note specific departments of interest in your cover letter. If hired, we're committed to helping you learn, no matter where you land in the organization. A great workplace-and a rewarding internship or job-is about so much more than the day-to-day tasks. Due to the high volume of résumés we receive, it is not possible for us to personally respond to every applicant. If we feel you are a good match for one of our internship positions, we will be in touch. Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Picture Yourself Here At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love? We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. About Commonwealth Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure. The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf. Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds. Min USD $22.00/Hr. Max USD $25.00/Yr.