Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
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.
Company Description
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.
Awards and 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
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
As a salaried professional, you can also expect…
A culture of continuous improvement and professional development
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.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
$66k-83k yearly est. 9d ago
Looking for a job?
Let Zippia find it for you.
Branch Office Administrator
Edward Jones 4.5
Edward Jones job in Marietta, GA
**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: 31 Atlanta Street Suite 202, Marietta, GA
This job posting is anticipated to remain open for 30 days, from 08-Jan-2026. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the 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 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 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 BOA role.
**Hiring Minimum:** $23.85
**Hiring Maximum:** $25.82
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ **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.
$38k-49k yearly est. 36d ago
Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. 4.6
Atlanta, GA job
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements New Client and Business Development
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
Profile, qualify, and convert prospects into CPB clients.
Identify and execute on new business opportunities with existing clients
Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
Manage client expectations regarding what can and cannot be executed on their behalf
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Ensure all client inquiries and problems are handled effectively and resolved
Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilise and learn computer and web based applications
Qualifications and Education
15+ years of experience
Licensing: Series 7 & 66 (or 63 & 65) & 31
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Job Family Group
Private Client Coverage
Job Family
Private Banker
Time Type
Full time
Primary Location
AtlantaGeorgia United States
Primary Location Full Time Salary Range
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 15, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
$121k-196k yearly est. 1d ago
API - Digital Distribution Analyst
Berkshire Hathaway 4.8
Atlanta, GA job
Good Things are Happening at Berkshire Hathaway GUARD Insurance Companies! We provide Property & Casualty insurance products and services through a nationwide network of independent agents and wholesale brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be the leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
BENEFITS
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
This position is Remote dependent on your proximity to a GUARD office or Hybrid work schedule (three days in the office, two days from home)
Work/life balance schedule - no nights or weekends/closed for all major holidays
Longevity awards (every 5 years of employment receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after six months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
The Digital Distribution Analyst will work with the digital distribution team to support our API portfolio to ensure our APIs meet business needs and are effectively integrated into our partners systems. They will work with both internal and external stakeholders to understand requirements, onboard partners, document processes and specifications, and troubleshoot issues related to API functionality and performance.
This role is most focused on understanding business processes, identifying areas for improvement, and recommending solutions that align with business goals. Then working with our API integrated trading partners to implement and optimize integrations.
API Integration and Testing: Work with development teams to integrate APIs into partner systems, ensuring functionality and performance meet requirements. Perform integration testing and troubleshoot issues throughout the project lifecycle, ensuring data integrity and accuracy.
Troubleshooting and Support: Investigate and resolve issues within our API integrations providing support to internal and external users and development teams.
API Management and Improvement/ Continuous Improvement: Identify opportunities to improve APIs, including performance, onboarding, maintenance, usability, and testing. Maintain existing integrations, troubleshooting issues and implementing necessary updates.
Collaboration and Communication: Work with various stakeholders, including business analysts, developers, and QA teams internally and externally. Strong written and verbal communication skills to clearly articulate problems, and work effectively with others to generate solutions, and achieve a shared goal.
API Documentation: Create and maintain business documentation for APIs including process documentation and troubleshooting guides. Collaborate with stakeholders to define integration requirements, including data mapping, workflows, and SOPs.
Performance Analysis: Analyze available data to identify areas of opportunity at integration points, gaps, and in the overarching performance as well as conversion of the partner APIs.
Support and Maintenance: Provide business focused technical support to clients, manage support tickets, and track/record issues.
Qualifications
The ideal candidate must be able to work independently with an entrepreneurial spirit and have excellent technical skills, including knowledge and experience working with a variety of computer programs. Bachelor's degree preferred.
The ideal candidate will have a strong background in API integrations and implementations with experience in the commercial insurance industry a plus.
We offer an exciting challenge to a technical Distribution Management Professional who can make an immediate impact upon production and is looking for opportunities to advance their career. The qualified candidate must show a high degree of attention to detail, demonstrate a genuine interest in understanding complex problems by understanding the underlying causes and potential impacts, the ability to break down problems into manageable components, analyze data, and draw logical conclusions and generate creative solutions.
In exchange for your expertise, we offer exceptional salary and bonus opportunities, comprehensive benefits, as well as the opportunity for professional development with a progressive organization poised for growth.
The successful candidate is expected to work in one of our offices 3 days per week and also be available for travel as required.
$78k-94k yearly est. Auto-Apply 13d ago
New Business Operations Processor 1
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta".
About this Position
The Operations Processor 1 verifies information on Policy Change Forms (PCF), Contract Changes (CC), Backend Change Forms (BEC), Pre-Authorized Checking Forms (NBP) and Money Requirement Forms (MRN) for accuracy and then processes the requests as specified on the document. He or she must ensure the accuracy of signatures, dates and other vital information for State Compliance requirements. All Agent information must be validated as being correct and that appropriate licenses are active within the compliance guidelines. He or she must also perform research to complete certain tasks, correct deficient files, and perform basic accounting as needed.
Hours: Monday - Friday 7:00a - 4:00p
Training for this position is onsite and once training is completed, this will be a hybrid role.
The pay range for this position is between $35k - $40k
Responsibilities & Qualifications
Knowledge, Skills and Abilities:
* High School Diploma or GED required (Bachelor's preferred)
* 10 Key by touch
* Minimum typing skills of 35 wpm
* Proficient PC skills (Microsoft Office)
* Basic Accounting Skills
* Excellent oral and written communication skills
* Excellent problem solving skills
* Must be a team player with ability to work and think independently
* Ability to meet strict deadlines and prioritize
* Analytical and excellent decision making skills
* Ability to deal with confidential information
* Ability to multi-task and work overtime as needed
FLSA status:
This position is exempt (not eligible for overtime pay):
No
Our Benefits:
* Day one health, dental, and vision insurance
* 401(k) Plan with competitive employer match
* Vacation, sick, holiday and volunteer time off
* Life and disability insurance
* Flexible Spending Account & Health Savings Account
* Professional development
* Tuition reimbursement
* Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$35k-40k yearly Auto-Apply 25d ago
Software QA Manager
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta".
About this Position
The Software Quality Assurance Manager is responsible for managing testing and verification of software solutions developed at Primerica. The ideal candidate is highly technical and has a proven commitment to quality with a solid understanding of testing concepts, practices and procedures.
As a QA Manager, your primary responsibility will be to ensure strategic planning and implementation of SQA processes and to build effective test plans, test cases to explore and validate the functional correctness of our applications.
This is a Hybrid Role - 2days in office (Tue/Wed)
The estimated salary range for this role is: $110k - $139k
Responsibilities & Qualifications
ESSENTIAL FUNCTIONS
* Serve as a hands-on leader, driving quality assurance across web, mobile (iOS & Android), API, mainframe and database, ensuring systems are reliable, scalable, and secure..
* Define and execute a forward-looking QA strategy that supports modernization initiatives (cloud migrations, mobile framework upgrades, re-platforming) while maintaining stability in legacy systems.
* Establish and manage KPI, KRI, RTM, standards, and processes to measure and continuously improve organizational quality maturity.
* Actively contribute to test planning, automation and execution, covering functional, regression, integration, performance, compliance and UAT phases.
* Oversee and contribute directly to automation across web, mobile, API, and mainframe platforms, using Selenium with Java, Typescript/Node, WebdriverIO, Appium, RestAssured, and JMeter, with integration into CI/CD pipelines for faster, more reliable releases.
* Partner with product, development, and operations teams to align QA with business priorities and ensure quality is built into delivery pipelines.
* Provide input and estimates to project planning activities for SQA tasks and timely and accurate status reporting of SQA tasks, risks, and issues to project stakeholders.
* Design extensible test automation harnesses for easy modification, scalability, and usability. Lead and contribute to the organizations automation efforts across platforms.
* Drive process innovation and continuous improvement across QA practices, tools, and cross-team collaboration.
* Serve as project leader on large, complex projects; manages all aspects including planning, scheduling meetings, documenting decisions, making appropriate updates to test plan and strategy.
* Lead defect triage, root cause analysis, and risk mitigation to prevent recurrence of critical issues.
* Directly supervise and mentor SQA engineers. Supervisory responsibilities including performance management, staffing, employee relations & compensation.
* Provide support as subject-matter-expert (SME) for various applications and QA processes.
KNOWLEDGE, SKILLS AND ABILITIES
* Proven ability to lead by example as a hands-on QA practitioner, earning credibility with both engineers and executives.
* Strong leadership with the ability to scale QA teams while remaining actively involved in testing activities.
* Excellent communication and executive presence to present QA metrics, risks, and recommendations with authority grounded in hands-on knowledge.
* Deep knowledge of testing methodologies, automation, and QA tools, with a record of applying them directly in complex projects.
* Hands on experience with Selenium with Java, Typescript, Node, WebdriverIO, Appium, RestAssured and JMeter.
* Expertise in multi-platform QA (mainframe, web, mobile, APIs, databases) with practical, hands-on experience.
* Strong analytical and troubleshooting skills, including debugging and root cause analysis of complex, cross-system issues.
* Ability to balance strategic direction with day-to-day technical contribution, ensuring QA maturity and delivery speed.
* Familiarity with regulatory and compliance testing and ability to execute compliance-focused test cycles.
* Knowledge of Waterfall, Agile, DevOps, CI/CD pipelines, and hybrid delivery models, combined with hands-on experience embedding QA in those environments.
* Strong interpersonal skills with the ability to mentor through direct involvement, fostering collaboration and team development.
EDUCATION & EXPERIENCE:
* Bachelor's degree in computer science/technology/engineering, information technology, or equivalent discipline required
* 10+ years of progressive QA experience in enterprise-scale environments, with consistent hands-on involvement in testing.
* 5+ years in a QA management role, balancing leadership responsibilities with direct contribution.
* Strong experience in web, mainframe, API, mobile QA (iOS & Android), including devices, simulators/emulators, and cloud-based test platforms.
* Demonstrated ability to lead and implement automation frameworks across web, mobile, API, and mainframe platforms using Selenium with Java, WebdriverIO, Appium, RestAssured, and JMeter, integrated with CI/CD pipelines.
* Experience in estimating, prioritizing, planning and coordinating testing activities.
* Strong hands-on test case and test protocol writing skills.
* Proficiency in test case design, execution, and documentation using multiple testing methodologies (functional, regression, integration, exploratory, performance).
* Demonstrated ability to both lead and build automation frameworks across platforms, integrated with CI/CD pipelines.
* Experience with modern test and defect management tools (Jira, TestRail, ALM, or equivalents).
* Hands-on experience testing SOAP and REST APIs with Postman or equivalent tools.
* Familiarity with compliance and regulatory testing in financial or other highly regulated domains.
* Demonstrated success in QA leadership for modernization initiatives, with continuous personal involvement in testing and validation activities.
FLSA status:
This position is exempt (not eligible for overtime pay):
Yes
Our Benefits:
* Day one health, dental, and vision insurance
* 401(k) Plan with competitive employer match
* Vacation, sick, holiday and volunteer time off
* Life and disability insurance
* Flexible Spending Account & Health Savings Account
* Professional development
* Tuition reimbursement
* Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$110k-139k yearly Auto-Apply 60d+ ago
Vice President, Business Partner
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta".
About this Position
Primerica is a leading provider of financial products and services, including life insurance and asset management, to middle-income households in North America As a senior leader in the Finance Business Partner organization, this position will play a critical role in driving financial performance, providing strategic insights, and supporting decision-making processes across various business units within the organization, with primary focus on the Investments and Savings Products (ISP) segment. Working closely with senior leadership and stakeholders, this position will manage one or more Business Partner team members and will be responsible for financial analysis, forecasting, budgeting, and identifying opportunities for growth and efficiency improvements.
This leader will report to the EVP, Treasury & Business Partner as one of two VP Business Partners in that organization.
Responsibilities & Qualifications
Key Responsibilities:
Financial Business Support
* Collaborate with business unit leaders to understand their objectives, challenges, and opportunities, and provide financial guidance and support accordingly.
* Lead financial planning and analysis activities for various areas of the business with primary focus on the Investment & Savings Product (ISP) segment. This includes budgeting, forecasting, and variance analysis, to ensure alignment with organizational goals and objectives.
* Will serve as subject matter expert for the economic arrangements and contributions of the ISP segment to the Company's financial performance.
* Will support special projects and new initiatives as needed, and will provide overlap/continuity within Business Partner leadership
Modeling and Monitoring
* Develop and maintain financial models to assess the financial impact of strategic initiatives, investments, and business decisions.
* Develop and monitor key performance indicators (KPIs) and financial metrics, identify trends, and proactively address issues or deviations from targets.
* Responsible for design, development, and maintenance of models in Enterprise Performance Management (EPM) tool (Planful).
Management Reporting
* Prepare and present financial reports, presentations, and dashboards to senior management and stakeholders, highlighting key insights, trends, and recommendations.
* Support quarterly and annual financial close through preparation and analysis of results for 10Q/10K filings and earnings releases.
Expense Management & Budget Support
* Assist relevant teams with budgeting and forecasting process, including target setting, resource allocation, and scenario planning.
* Requires oversight of certain SOX controls and comfort with accounting principles including understanding of accruals, prepaid expenses, and account reconciliations.
Team Leadership
* Manage and develop staff in their support of Business Partner responsibilities and continued growth.
* Promote a culture of accountability, transparency, and operational excellence within the function.
Skills & Competencies
* The position requires excellent analytical skills, with the ability to translate data into actionable recommendations.
* Excellent communication skills and ability to convey financial concepts to non-financial stakeholders.
* Intermediate to advanced proficiency in financial software tools, including Excel, PowerPoint, and ERP/EPM software.
* Excellent organizational skills, effective time management, and attention to detail are critical to success. Excellent independent, interpersonal, and critical thinking skills and understands when to escalate.
Minimum Qualifications
* Bachelor's degree in finance, accounting, economics, business administration or any related discipline; MBA or advanced degree preferred.
* 10+ years of progressive leadership experience in Corporate Finance, GAAP Financial Reporting, or other financial-focused management experience preferably within the financial services industry.
* FINRA Series 6 license required but may be obtained within 6 months.
Preferred Qualifications
Experience in Corporate Accounting, Corporate Finance, Insurance/Investments is preferred. FINRA Series 6 is required but can be obtained post-hire. Experience with ERP and EPM systems/tools helpful.
FLSA status:
This position is exempt (not eligible for overtime pay):
Yes
Our Benefits:
* Day one health, dental, and vision insurance
* 401(k) Plan with competitive employer match
* Vacation, sick, holiday and volunteer time off
* Life and disability insurance
* Flexible Spending Account & Health Savings Account
* Professional development
* Tuition reimbursement
* Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$138k-202k yearly est. Auto-Apply 60d+ ago
Customer Service Rep 1 - Bilingual
Primerica 4.6
Duluth, GA job
Join Our Team
In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”.
About this PositionCustomer Service Rep 1 - Bilingual works in the Field Compensation Department and answers telephone and written inquiries from agents. The candidate recognizes priority situations and understands when and how to notify appropriate parties and performs all corrections identified during call. They will also document all research findings thoroughly.Responsibilities & Qualifications
Deliver exemplary customer service to Primerica agents.
Respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly.
Recognizes priority situations and understands when to notify appropriate parties.
REQUIRED QUALIFICAITONS
Fluency in English and Spanish, is essential. This includes the ability to speak, read, and write in both languages.
Minimum 3 year of call center customer service experience is a plus
Minimum high school diploma or GED
Excellent PC skills
Intermediate skills in Microsoft Word
Excellent verbal and written communication skills
Excellent customer service skills
Attention to detail
Ability to maintain knowledge of company's products and procedures
Ability to work under pressure and communicate professionally with irate customers
Strong problem solving and decision making skills
Ability to organize and present facts in a clear and concise manner in both speech and correspondence
Ability to handle high-volume calls
FLSA status:
This position is exempt (not eligible for overtime pay):
NoOur Benefits:
Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$24k-30k yearly est. Auto-Apply 60d+ ago
Complex Liability Adjuster
Berkshire Hathaway 4.8
Alpharetta, GA job
Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.
Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!
Benefits:
We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer!
Competitive compensation
Healthcare benefits package that begins on first day of employment
401K retirement plan with company match
Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays
Up to 6 weeks of parental and bonding leave
Hybrid work schedule (3 days in the office, 2 days from home)
Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation)
Tuition reimbursement after 6 months of employment
Numerous opportunities for continued training and career advancement
And much more!
Responsibilities
Are you an experienced professional with a sharp eye for detail and a strong background in litigation? Join our team as a Liability Adjuster, where you'll play a crucial role in managing Complex commercial general liability claims with precision and expertise.
Key Responsibilities:
Conduct thorough investigations of losses, identifying coverage issues and ensuring accurate assessments.
Review and analyze evidence, reports, and medical records to establish damages and reserves.
Process payments efficiently, ensuring timely resolution of claims.
Interview insureds, claimants, and witnesses to gather essential information and build strong cases.
Collaborate with legal teams to navigate complex litigation processes and defend our insureds effectively.
Qualifications
Juris Doctor (JD) degree preferred or Bachelor's degree with prior experience adjusting liability claims and a proven track record in litigation.
Licensing: Active TX All Lines License, or willingness to obtain one at company's expense.
Exceptional written and verbal communication skills.
Strong organizational and computer skills.
Excellent time management skills with the ability to prioritize tasks effectively.
$38k-45k yearly est. Auto-Apply 13d ago
Network Administrator
Morgan Stanley 4.6
Alpharetta, GA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Technology works as a strategic partner with Morgan Stanley business units and the world's leading technology companies to redefine how we do business in ever more global, complex, and dynamic financial markets. Morgan Stanley's sizeable investment in technology results in quantitative trading systems, cutting-edge modeling and simulation software, comprehensive risk and security systems, and robust client-relationship capabilities, plus the worldwide infrastructure that forms the backbone of these systems and tools. Our insights, our applications and infrastructure give a competitive edge to clients' businesses-and to our own.
The Network Administrator is responsible for monitoring, troubleshooting, maintenance, and level 1 & 2 problem resolution activities of large WAN and LAN environments. Cisco & Palo Alto hardware is utilized in our fast-paced and challenging operational environment. No administration of Windows/Linux systems is involved - this role is strictly networking focused and requires in-depth knowledge of network support technologies, tools, and operational procedures. This position's primary emphasis is problem identification, alerting, troubleshooting, and incident resolution.
Network Operations (NetOps) coordinates with development, engineering, and other Technical Operations (TechOps) teams to support the environment and implement network configuration changes including config scripting for new access connectivity through WANs, LANs, and firewalls. NetOps maintains network environments in multiple geographically distinct data centers and dozens of globally dispersed enterprise locations. The team focuses on activities specific to monitoring, reporting, tech hygiene (reboots/code upgrades) and adheres to very strict configuration standards. This position requires excellent verbal and written communication skills required to relay information to management, adjacent support teams, and downstream customer groups. The ability to create concise documentation of issues, compile statistics and related data, as well as build reports on network performance is required.
*This Day Shift position operates 5 days a week during typical Market hours
Flexibility may be required for approximately 3-4 weeks of training: Monday- Friday from 8AM - 4PM
What you'll bring to the role:
Candidate must possess 5+ years of demonstrable experience in the following areas:
A firm understanding of Layer 2 and Layer 3 troubleshooting and incident resolution methods
Network monitoring and Incident ticketing system experience (Remedy, ServiceNow, etc.)
Experience maintaining, upgrading, and configuring Cisco routing/switching hardware required
WAN administration of point-to-point, dark fiber, and MPLS circuits (with BGP/OSPF routing)
Excellent communication skills required including written correspondence and vocal notification
Hands-on experience working in an enterprise operations environment or 24x7x365 NOC
Excellent interpersonal skills and the ability to multitask and work well under pressure required
Understanding of network management tools, monitoring applications, and packet capture technologies is required
Strong understanding of change management processes, business unit engagement methodologies, and project lifecycle management
Candidate must demonstrate initiative, reliability, self-motivation, and possess a strong sense of urgency to be considered
BS degree in either Computer Science (or similar discipline) or equivalent work experience
CCNA preferred
Nice to haves:
3-5 years of experience with network monitoring and troubleshooting methodologies
5+ years of experience supporting networks in a fast-paced 24x7 NOC environment
5+ years of experience with Cisco, FortiGate, and/or Palo Alto firewall administration is preferred
Previous Financial Services support experience preferred
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$83k-109k yearly est. Auto-Apply 31d ago
Cash Room Clerk
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta".
About this Position
The Cash Room Clerk processes all incoming receipts into the various systems and perform cash disbursement duties. This position also serves as a back-up in all areas of the department.
This is an 100% onsite position at our corporate office in Duluth, Georgia.
The estimated salary range for this role is: $39K - $41K
Candidates must live in Metro Atlanta Area
Scheduled is Mon - Fri 7am -4pm
Responsibilities & Qualifications
Job Duties & Responsibilities
* Prepares and verifies receipts or maintenance reports to ensure accuracy.
* Reviews images for clarity and understands how to troubleshoot the system when images are not clear. Verifies that client agent information is present and correct.
* Utilizes system to obtain missing information.
* Returns funds to sender if identification cannot be accomplished.
* Ensures cash is logged and balanced appropriate documentation.
* Verifies overnight packages documentation and contents, ensure these are processed within the same day.
* Verifies documentations is accurate and appropriate for various types of disbursements.
* Agrees actual disbursements to Workday, Life 70 and Power-to-Pay registers and coordinates resolution of differences.
* Coordinates resolution of non-deliverable items. Coordinates special handling of disbursements with various areas.
* Verifies check register & sign off approvals
* Verifies information for processing of void and stop payments of disbursements.
* Prints cash disbursements for mailing
* Perform various administrative and customer service- related duties.
* Log incoming checks, overnight packages and letters.
* Identify and escalate issues when necessary and appropriate and work with relevant team members to resolve issues.
* Maintain orderly and clear work areas, including all machines, tables, cabinets and storage areas.
Required Qualifications
* Experience in cash receipts representative and/or cash disbursements or equivalent business experience
* Ability to quickly learn new functions, manage multiple priorities, and switch gears as required
* Successful completion of testing and evaluation for every operational aspect of the team
* Ability to perform 10 Key by touch, 10,000 KPH
* Excellent PC skills
* Ability to consistently follow established methods and procedures and
* Ability to work under daily deadline pressure
* Ability to work overtime as required
* Microsoft Office - Word and Excel, intermediate to advanced
* Basic Accounting knowledge
* Knowledge of Life Insurance and Securities practices, a plus
* Knowledge of Primerica, Agency Compensation systems, a plus
* Knowledge of automated remittance processing, a plus
* Knowledge of Primerica Front End Applications, a plus
* Basic Understanding of Internal Controls, a plus
#Dice
#LI-SH1
FLSA status:
This position is exempt (not eligible for overtime pay):
No
Our Benefits:
* Day one health, dental, and vision insurance
* 401(k) Plan with competitive employer match
* Vacation, sick, holiday and volunteer time off
* Life and disability insurance
* Flexible Spending Account & Health Savings Account
* Professional development
* Tuition reimbursement
* Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$39k-41k yearly Auto-Apply 42d ago
Manager, Infrastructure Engineering
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta".
About this Position
The IT Infrastructure Engineer Manager is responsible for leading a team of Systems Engineers supporting mission-critical infrastructure across Unix, Linux, WebSphere and F5 environments.
This role combines technical leadership with operational oversight, ensuring the reliability, scalability, and security of distributed systems. The Manager will perform hands-on tasks, delegate responsibilities, and collaborate with cross-functional teams to support application hosting, infrastructure upgrades, and automation initiatives. The ideal candidate will have 5 to 10 years of experience designing, implementing, and maintaining enterprise-grade Unix/Linux infrastructure, with expertise in F5 load balancing technologies. The candidate should be well-versed in virtualization, automation, and monitoring solutions, and capable of managing a team in a fast-paced, dynamic environment. Strong communication skills and the ability to work across multiple teams and management levels are essential
Responsibilities & Qualifications
Job Responsibilities:
* Lead a team of Unix/Linux/F5 Systems Engineers (junior and senior level)
* Oversee day-to-day operations of AIX, RHEL, and F5 environments
* Manage team schedules, priorities, and workload distribution
* Act as first point of escalation for technical and operational issues
* Participate in on-call rotation and ensure timely incident resolution
* Attend project planning meetings and assign work responsibilities
* Drive automation and continuous improvement initiatives
* Ensure compliance with security and operational standards
* Coordinate with application teams, developers, and other infrastructure groups
Minimum Qualifications:
* Bachelor's degree in in related field or Industry experience in infrastructure management
* 5-10 years of Unix/Linux systems administration experience
* 3-5 years of experience managing F5 load balancers
* Strong command-line skills and shell scripting
* Experience with virtualization platforms (PowerVM, VMware)
* Familiarity with automation tools
* Experience with monitoring tools (Nagios, SolarWinds, etc.)
* Proven track record in patch management and infrastructure upgrades
* Excellent problem-solving and analytical skills
* Strong verbal and written communication skills
* Experience communicating with upper management
FLSA status:
This position is exempt (not eligible for overtime pay):
Yes
Our Benefits:
* Day one health, dental, and vision insurance
* 401(k) Plan with competitive employer match
* Vacation, sick, holiday and volunteer time off
* Life and disability insurance
* Flexible Spending Account & Health Savings Account
* Professional development
* Tuition reimbursement
* Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$83k-104k yearly est. Auto-Apply 60d+ ago
Sr Account Executive
Primerica Inc. 4.6
Lawrenceville, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta".
About this Position
The Senior Account Executive will be responsible for promoting and selling the organization's products and services within the Primerica Print & Distribution center. Develop revenue generation through the creation of sales leads, initiation of prospect call, and establishment of ongoing rapport with existing and potential customers. Accountable for increasing sales/client ratio and expanding customer base.
This is a hybrid position.
The estimated salary range for this role is: $85K - $95K
Responsibilities & Qualifications
Essential Job Duties and Responsibilities
* Generate sales through cold calls, pursue sales leads, visit existing and new customers who may be of strategic importance to the organization.
* Identify, research, and contact prospective customers and build positive relationships to generate future sales and repeat business.
* Refer sales leads, customer feedback, and information on competitor activity to appropriate contacts within the organization so they can respond to changing market conditions and customer demands.
* Develop and implement sales strategies and account development plans to build a meaningful and executable pipeline of opportunities necessary to exceed monthly and annual goals through systematic sales touches with both existing and prospective accounts.
* Oversee the entire sales cycle including account management, closing new prospective opportunities, building rapport, and educating both prospects and existing customers on our solutions and our competitive advantages.
* Prepare clear and effective written ROI and RFP proposals and quotations for prospective and current customers.
* Serve as key liaison between clients and production to create a seamless workflow.
* Participate as a key team player by supporting operations as needed.
* Develop long-term sales plans for key customers and monitor and adapt sales activities to meet objectives.
* Establish and maintain effective working relationships with all Primerica internal support functions and departments.
* Create and maintain accurate and timely records of all customer and prospect interactions.
* Establish annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so these targets are met.
* Follow company policy and understand any rules or regulations governing the work being completed and impact work has on departments or company compliance.
* Follow up with customers on past due accounts receivable when necessary.
* Coach and mentor less experienced sales representatives to achieve their sales targets.
* Perform other related duties and participate in special projects as assigned.
Requirements
* 6-10 years experience with commercial printing required
* Knowledge of Commercial printing sales, products and services preferred.
* Must possess strong communication, presentation, problem identification, and solution skills.
* Strong influencing, negotiation, and time management skills.
FLSA status:
This position is exempt (not eligible for overtime pay):
Yes
Our Benefits:
* Day one health, dental, and vision insurance
* 401(k) Plan with competitive employer match
* Vacation, sick, holiday and volunteer time off
* Life and disability insurance
* Flexible Spending Account & Health Savings Account
* Professional development
* Tuition reimbursement
* Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients.
The Summer Analyst Program
Piper Sandler is currently seeking undergraduate students for our 2027 Investment Banking Summer Analyst Internship Program. Summer Analysts generally work 10 weeks within an industry or product group in Investment Banking and have the opportunity to learn financial modeling and basic analysis of companies and industries, as well as gain an understanding of the dynamics of the capital markets.
The Internship Program includes one week of formal training held near Piper Sandler's Minneapolis, MN headquarters. Interns will also be invited attend networking events during the program. Our Investment Banking internships are a direct pipeline to our full time Analyst positions for the following year.
In our Atlanta, GA office, summer analysts are placed within the following sectors: Financial Services
Qualifications:
* Anticipated graduation date from an undergraduate institution of December 2027 or May/June 2028
* Seeking a bachelor's degree in Accounting, Finance, Economics or another business-related field
* Microsoft Word, Excel and PowerPoint skills
* Leadership and teamwork skills
* Willingness and desire to learn
* Prior to the start of the internship, it is beneficial for interns to have taken finance and accounting courses or self-study. Training will be provided prior to the start of the internship.
* You must be work authorized in the United States on a full-time basis without the need for employer sponsorship now or in the future. The Company cannot offer employment to F-1 (student) visa holders who require employer sponsorship in the future or cannot work now on a full-time basis.
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow, and beyond.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
The anticipated starting salary for individuals expressing interest in this position is $110,000 per year. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
$110k yearly Auto-Apply 21d ago
Technical Delivery Lead
Primerica 4.6
Duluth, GA job
Join Our Team
In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”.
About this PositionThe Technical Delivery Lead is responsible for the successful delivery of high-quality application development projects on a defined timeline. Technical Delivery Leads work with Business teams, Product Owners, vendors, 3rd parties, Architects, and our internal App Dev teams in order to deliver Rep and Client facing software application projects. Technical Delivery Lead will ensure that all deliverables meet Primerica's security policies and procedures and SDLC artifact requirements.
Open to candidates that live anywhere in the United States but must work Eastern time zone work hours. If candidate is in Metro Atlanta area, they will work a flexible hybrid schedule at our Duluth office.Responsibilities & Qualifications
Duties and Responsibilities:
Project Leadership
Work with the business users to receive requirements, review the requirements and ensure that it has the level of detail required for the project.
Gather accurate work estimates from the development team for projects and features and challenge the team, where appropriate, to ensure that estimates are realistic.
Create a detailed Project /Release plan that is based on these work estimates.
Work with the technical developers to come up with efficient scalable solutions for complex or key requirements
This is not a typical PM role, candidates are required to provide technical leadership and guidance to developers.
Project Management
Address internal and external technical risks, issues, roadblocks, and dependencies, even when ownership of such matter lies outside of the App Dev team.
Work with shared services and back-end development teams and/or 3rd party developers to ensure successful delivery of necessary APIs and data.
Drive collaboration across internal platform development teams to ensure that features and implementations for each platform remain in sync.
Escalate appropriately, especially when timelines could be impacted.
Technical Leadership
Understand the systems architecture, application architecture, and integrations of the software applications being developed or enhanced.
Actively engage in software architecture and design reviews meetings and advocate for prioritization of technical debt.
Represent development teams in external status meetings to communicate technical approaches and challenges on behalf of the development team.
Compliance
Be well versed with Primerica's SDLC process.
Ensure that the project teams comply with all security and compliance policies and procedures.
Ensure timely closure of all project activities including vulnerability assessments, load testing, deployment etc.
Ensure proper Hypercare documents are created and lead transition to support
Risk Management
Publish project status report and send out project status communications to internal project stakeholders on a regular cadence.
Manage project scope, risk /issues, and change log.
Escalate challenges that cannot be addressed at the project level to leadership team on a timely basis.
Knowledge, Skills, and Abilities:
Bachelor's degree or Application Development, Management of Information Science, Computer science experience 2-3 years
4+ years of software industry experience as a developer and/or development manager required.
Minimum 2 years experience of working in a technical leadership role.
Knowledge of latest software development technologies, methodologies, and project management approaches.
Hands-on experience with agile and waterfall software development methodologies.
Experience creating Work based structures, project plan, release plan, and implementation plans
Strong communication skills with both internal team members and external business stakeholders.
Strong initiative to find ways to improve solutions, systems, and processes
Strong technical acumen, working knowledge of at least one technical stack and ability to pick up new technologies
Demonstrates good organizational skills.
Good Analytical Skills with ability to be detailed oriented.
Good listener with strong communication skills with both internal and external business stakeholders.
Proficient in leading project teams providing clear direction on assignments.
Ability to handle work pressure.
Ability to delegate tasks and set deadlines.
FLSA status:
This position is exempt (not eligible for overtime pay):
YesOur Benefits:
Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$89k-109k yearly est. Auto-Apply 60d+ ago
Field Compensation Processor 1
Primerica 4.6
Duluth, GA job
Join Our Team
In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”.
About this PositionThe Field Compensation Processor 1 functions as a processor for requested changes of agent personal information, compensation levels, and other aspects that would impact commissions or communications to agents. This will include special requests from other departments within the Company such as the Office of General Council, Field Supervision and Licensing.
This is a hybrid position that requires working onsite in the Duluth, Georgia office and remotely multiple days each week.Responsibilities & Qualifications
Job Duties & Responsibilities
Communicate with the agents and members of management verbally and in writing
Enforce policy when the request is outside of normal guidelines, while maintaining a positive relationship with the agent
Interact with various levels of peer groups within and outside the Field Compensation area
Work with departmental managers and executive management.
Analyze, research, and find viable solutions to problems and implement solutions in a timely manner
Perform any other duties assigned.
Required Qualifications
Excellent verbal and written communication skills
Excellent organizational skills
Knowledge of company products and agency compensation systems
Effective analytical/problem solving skills
Ability to organize and present facts in a clear and concise manner in both speech and correspondence
Ability to multi-task and the ability to be flexible and to work long hours if required
Proven ability to occasionally work under pressure and communicate professionally with irate customers
Proven as being a reliable individual that is dependable and can “step up” as needed
Location: Duluth, GA
Hybrid role
FLSA status:
This position is exempt (not eligible for overtime pay):
NoOur Benefits:
Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$24k-30k yearly est. Auto-Apply 1d ago
Information Security Analyst 2
Primerica 4.6
Duluth, GA job
Join Our Team
In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at “one of the best places to work in the metro Atlanta”.
About this PositionThe Information Security Engineering Analyst is an integral part of the IS Engineering team. This position will lead security efforts to design, implement, administer, and support information security technologies and processes that will ensure data and systems are adequately protected. It requires performing a broad range of security duties requiring a working knowledge of cyber security and several supporting technologies. The Analyst will work with project teams to define security requirements for programs, applications, processes, and new platform systems in line with the enterprise information security architecture. Responsibilities & Qualifications
Support and manage security infrastructure, including but not limited to; Proxies, NextGen Firewalls, IDS/IPS, SIEM, Sandboxing technologies, APT solution, etc.
Participate in Vulnerability and Threat Management program
Perform root cause analysis on security incidents
Apply effective communication to translate complex technical security deficiencies into business risks that are understood by business stakeholders when making decisions for future security investments
Use an information security architecture framework and methodology to enable reuse of information security components across the enterprise
Assist proof-of-concept activities for innovation initiatives to ensure coverage of information security requirements
Perform additional security-related duties as requested
Bachelor's degree in Computer Science, Information Systems, CyberSecurity, or 2-3 years related experience
CISSP or other Security Certifications are preferred, or willing to obtain
Experience with SIEM technologies, including development
Experience with Host based Security controls
Experience in the vulnerability assessment lifecycle from the point of identification to remediation including penetration testing and source code analysis tools
Ability to research, analyze and resolve complex problems with minimal supervision and escalate issues as appropriate
Able to work independently and be a self-starter; managing multiple tasks according to priorities; results oriented and proven ability to meet deadlines
Hybrid role
Location: Atlanta, GA
FLSA status:
This position is exempt (not eligible for overtime pay):
YesOur Benefits:
Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$66k-93k yearly est. Auto-Apply 40d ago
Tax Accountant 3
Primerica Inc. 4.6
Duluth, GA job
Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta".
About this Position
The Senior Tax Accountant position requires the following: 1) A good understanding of income tax compliance processes sufficient to effectively and efficiently assist with the timely completion and filing of consolidated U.S. federal and state income tax returns and separate state income tax returns. 2) A good understanding of calculating taxable income and related income taxes to properly determine estimated payment remittances. 3) Willingness to further one's understanding of income tax provision principles and appropriate documentation. 4) Communication and organizational skills to effectively assist with internal and external communications. 5) Desire to be a valuable contributor and member of the corporate tax team.
Responsibilities & Qualifications
U.S. federal and state income tax returns - Creating appropriate working papers, managing the input into the income tax return software, collaborating with teammates to ensure efficient and effective production of both federal and state income tax returns, and assist with any other efforts necessary to properly complete and timely file the returns.
Estimated payments, extensions and U.S. international forms - Working with teammates to properly calculate U.S. federal and state estimated payments and extension payments, process and remit payments timely, effectively manage cash payments schedule, and take responsibility for assisting with the proper preparation and completion of international tax forms.
Statutory and stand-alone U.S. GAAP provisions - Work with VP to learn proper preparation of statutory provisions, take initiative to study and learn statutory book and tax principles, assist with bridging statutory provisions into U.S. GAAP provisions, and assist with some stand-alone U.S. GAAP provisions.
Responding to and managing of federal or state inquiries, notices, and audits - Organize and manage master list of outstanding and closed inquires, notices and audits, collaborate with teammates to determine appropriate responses, draft responses and submit to teammates for review, gather documentation to adhere to any information requests, and assist with any other necessary task to help the organization effectively respond and manage federal or state tax matters.
Research and special projects - Utilize tax research tools to address specific tax matters, draft research memos, and support teammates with any other special tax-related projects.
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
Performs other related duties as required.
Provides training, guidance or mentoring to team members; no formal supervisory responsibilities.
FLSA status:
This position is exempt (not eligible for overtime pay):
Yes
Our Benefits:
* Day one health, dental, and vision insurance
* 401(k) Plan with competitive employer match
* Vacation, sick, holiday and volunteer time off
* Life and disability insurance
* Flexible Spending Account & Health Savings Account
* Professional development
* Tuition reimbursement
* Company-sponsored social and philanthropy events
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
$58k-77k yearly est. Auto-Apply 43d ago
Director, Python Database Infrastructure Engineer
Morgan Stanley 4.6
Alpharetta, GA job
We're seeking someone to join our team as an experienced Database Infrastructure Engineer that with will be responsible for development, unit and integration testing of REST framework, building tools and scripts used for deploying and managing multiple databases and related products globally at the enterprise level. The candidate should have modern-day RDBMS experience in systems like Snowflake and Postgres and will be working on various database related infrastructure / automation projects that will require development in python and UNIX/Linux scripting.
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. Since 1935, Morgan Stanley is known as a global leader in financial services, continuously evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Responsibilities
* Responsible for monitoring and optimization of Snowflake and PostgreSQL databases, ensuring high availability and top performance across diverse cloud environments
* Responsible for unit and integration testing of REST framework
* Automate database management tasks using Python and UNIX/Linux scripting to enhance infrastructure provisioning and deployment efficiency
* Monitor and ensure data security by configuring encryption, access control, and compliance measures to protect sensitive data in Snowflake and other databases/systems
* Review and improve system performance through query optimization, result caching, and clustering, reducing query times and enhancing system reliability
* Collaborate across teams within the firm to resolve critical issues or any potential outages
Required Skills
* 5+ years of Strong Developer Experience with ANSI complaint databases such as Postgres and Snowflake using Python and/or Perl
* Thorough Knowledge of SQL
* Strong development skills in Python using database interfaces such as SQLAlchemy/ODBC
* Experience with Agile and DevOps
* Experience with Linux and Windows, Scripting
* Good understanding of Azure and/or AWS CSP (CLI based application design and implementation)
* Strong communication and written skills
Desired Skills
* Hands-on experience with Azure and/or AWS CLI based application design and implementation
* Knowledge of security controls for the Public cloud (encryption of data in motion/rest and key management )
* Developing monitoring architecture and implementing monitoring agents, dashboards, escalations and alerts
* Experience with architecting and maintaining high availability production systems
* Snowflake certification a plus
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$87k-111k yearly est. Auto-Apply 60d+ ago
Branch Office Administrator - Roswell, GA
Edward Jones Careers 4.5
Edward Jones Careers job in Roswell, GA
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the 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 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 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
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.
Company Description
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.
Awards and 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
What skills would make you a successful BOA?
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
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.
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 BOA role.