**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: 2771 Rosewood Drive, Columbia, SC
This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our Sr. BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
**Role Summary:**
As a Sr. Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Comprehensive 6-month training including an experienced peer to help mentor you
+ A wide support network that extends from your branch office to your region to the home office
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself...**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
+ Actively listen for situations in the clients' lives that may indicate a need for additional services
+ Driving marketing activities such as planning and executing events
**You can also expect...**
+ A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
+ An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
+ We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
+ Full-time Associates receive the following benefits:
+ Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** .
**You'll be competitively compensated...**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
+ The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Sr. BOA role.
**Hiring Minimum:** $23.39
**Hiring Maximum:** $25.32
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful Sr. BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
+ **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
+ **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
+ **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$37k-48k yearly est. 6d ago
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Portfolio Risk Lead - Quantitative Risk & Modeling
Trexquant Investment 4.0
Stamford, CT job
A financial services firm in Stamford, Connecticut, is seeking an experienced Portfolio Risk Specialist to lead and expand its Risk Management Team. You will enhance risk management platforms, develop risk analysis metrics, and implement risk mitigation strategies for a growing portfolio of asset classes. The ideal candidate has over 5 years of experience in portfolio risk management and strong quantitative skills. A collaborative and friendly work environment awaits you, along with competitive compensation and comprehensive health benefits.
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$113k-174k yearly est. 3d ago
Head of LLM Application Team (USA)
Trexquant Investment LP 4.0
Stamford, CT job
We are seeking a Head of a LLM Application Team to lead the design and development of cutting‑edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real‑world applications and be excited to explore transformative use cases across quantitative research and trading.
Responsibilities
Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals.
Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading.
Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state‑of‑the‑art techniques to inspire transformative applications in systematic finance.
Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state‑of‑the‑art techniques to enhance systematic investment strategies.
Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities.
Lead and build a high‑performing team of machine learning engineers and researchers, fostering innovation and excellence.
Qualifications
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
2+ years of experience in researching and applying LLM technologies.
Proven leadership experience in managing a team of quantitative members. Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Pre‑tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer
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Career Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available.
Investment Banking Associate - Industrials (Baltimore, MD)
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our product groups include Equity Capital Markets, Debt Capital Markets and Restructuring and Special Situations Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client - high growth, entrepreneurial, middle market companies.
Job Description
Our Investment Banking department is actively looking for an Associate to join the Industrial & Rental Services Group in our Baltimore office. Associates serve as critical members of the team, working directly with both Senior and Junior Bankers of all levels on pitches and engagements. The Associate will be given significant responsibility in transaction execution.
Responsibilities:
Researching industry sectors
Assessing comparable companies, precedent transactions and potential investors/buyers
Preparing and reviewing complex financial analyses and models
Crafting detailed investment memorandums, presentations and pitches
Coordinating group efforts for pitch and transaction related activity
Presenting materials internally to senior bankers and externally to clients of the firm
Training and mentoring Analysts within the team
Qualifications:
2-4 years' experience in investment banking, industrial and/or rental services experience a plus
Successful candidates must have particularly strong quantitative, writing and interpersonal skills
Elevated attention to detail and consistency in work product
Strong work ethic and team player
Organized and proactive
Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred
FINRA Registrations: Series 63, 79 licenses and Securities Industry Essentials (SIE) Exam required at time of hiring or shortly thereafter
We take a very team-oriented approach to investment banking, and therefore, also focus on team chemistry in our hiring process.
Compensation:
This salary range is specific to the City of Baltimore and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $150,000.00 - $170,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.
Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
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$150k-170k yearly 22h ago
P1 Advisor Non-Exempt
Ameriprise Financial, Inc. 4.5
Tampa, FL job
Obtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Planning, Advisor, Financial Advisor, Asset Manager, Banking, Practice
$65k-87k yearly est. 1d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
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Job Title
Fleet & Brand Owner Activation Marketing Manager (USAC)
Collaborate with Innovative 3Mers Around the World
Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.
The Impact You'll Make in this Role
As a Fleet & Brand Owner Activation Marketing Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
Leading the development of marketing strategies and tactics aimed at generating demand for 3Ms graphics fleet solutions and brand owners.
Implementing and optimizing online and offline lead generation campaigns in partnership with area and/or global channel, product and integrated marketing teams.
Developing and executing a lead to revenue model in partnership with the graphics sales team.
Support the development and commercialization of new fleet graphics solutions and brand owner graphics by providing insights on fleet manager and brand owner needs.
Collaborate with area portfolio and marketing experience lab to lead development and implementation of USAC marketing plan.
Identify, monitor, and report on key marketing KPIs to evaluate campaign performance and guide data‐driven decision‐making.
Synthesize key market insights from various sources (e.g. industry KOLs, customers, sales team). Utilize this data to articulate USAC needs to various internal stakeholders.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Bachelor's degree or higher (completed and verified prior to start)
Three (3) years of marketing and/or business development experience in a B2B environment in a private, public, government or military environment.
Two (2) years experience working with electronic sales and data tools such as Power BI and SFDC.
Additional qualifications that could help you succeed even further in this role include:
Master's degree in business or marketing
Strong analytics and communication skills
Experience working in the graphics industry
Location: Maplewood, MN or London, ON
Travel: May include up to 20% domestic
Relocation Assistance: May be authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Resources for You
For more details on what happens before, during and after the interview process, check out the Insights for Candidates page at 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $164,612 - $201,193, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
Good Faith Posting Date Range 01/07/2026 To 02/06/2026 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
$164.6k-201.2k yearly 7d ago
Heating Air Conditioning Mechanic
Beacon Health System 4.7
Granger, IN job
This position reports to the Manager, Facilities Services. Performs a variety of duties including preventive maintenance, repair, alteration, and modification of building systems and equipment. Serves in the secondary capacity as, but not limited to, Refrigeration Technician, Pump/Motors/Compressors Technician, etc. Responds to and follows through on corrective maintenance of serious problems or conditions as reported by other Facility Staff or as instructed by a supervisory/management person.
Maintain equipment and facility systems in proper working condition by:
Responding to calls from Beacon-owned/leased properties, tenants, Facility Engineering staff members and management, related to heating, ventilation, and air conditioning systems.
Works with electrical/mechanical engineers and management staff on the review and submittal of recommendations relating to expansion, compatibility, and installation of systems and equipment involved in new structures and upgrade projects.
Operating and monitoring systems and equipment such as Building Energy Management Systems and computers, high pressure boilers, small commercial/residential units, large commercial air conditioning systems including centrifugal chillers, refrigeration, pneumatics, etc.
Performs preventive maintenance, tests, and inspections of systems and equipment through the utilization of applicable measurement devices.
Providing training to Facility Engineering staff, as well as other hospital team members and physicians on the proper safety and use of equipment
Troubleshooting equipment, determining type and extent of malfunction of parts or components, obtaining materials and tools, making required repairs and testing for proper operation.
Maintaining routine records of equipment inspections, repairs performed, requests for service, time and material expended.
Performing job functions according to departmental safety and operational procedure.
Will be accountable that work completed is in compliance with codes and requirements of accreditation regulations by:
Ensuring that contractors completing work with CFC's are certified.
Ensures that operational manuals and procedures are current and in compliance with governing agencies in areas as assigned.
Conducting tours of areas under construction by others reporting any discrepancies to management.
Ensuring that any sub-contractors (excluding major construction which is completed by Director of Construction Project Management), possess the proper license, bonding, etc.
Support, train and perform functions of other Facility staff as needed and as directed by supervision including inspecting equipment, buildings and manually operating equipment as needed by:
Troubleshooting equipment/systems, determining type and extent of malfunction of parts or components, obtaining materials and tools, making required repairs and testing for proper operation.
Participating in the training and orientation of all new team members in field of expertise.
Maintaining current and inclusive information in training manuals.
Participating in capacity of instructor for departmental in-services.
Provide guidance and support to other Facility Engineering staff as needed.
Maintaining routine records of equipment inspections, repairs performed, requests for service, time and material expended.
Performing job functions according to established departmental safety and operational procedures.
Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by:
Reading current literature that pertains to the position.
Making site visit tours (as approved) to observe new or different technologies.
Keeping work areas orderly, clean and safe and properly caring for tools, equipment and supplies.
Completing other job-related duties and projects as assigned.
ORGANIZATIONAL RESPONSIBILITIES
Associate complies with the following organizational requirements:
Attends and participates in department meetings and is accountable for all information shared.
Completes mandatory education, annual competencies and department specific education within established timeframes.
Completes annual employee health requirements within established timeframes.
Maintains license/certification, registration in good standing throughout fiscal year.
Direct patient care providers are required to maintain current BCLS (CPR), and other certifications as required by position/department.
Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self.
Adheres to regulatory agency requirements, survey process and compliance.
Complies with established organization and department policies.
Available to work overtime in addition to working additional or other shifts and schedules when required.
Education and Experience
The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a high school diploma or equivalent. Continuous education or course work related to area of HVAC specialty preferred. Three to five years of related on-the-job experience at a large/complex, commercial/institutional building to acquire the necessary skills and knowledge of assigned equipment and facilities, knowledge of complex commercial and institutional maintenance procedures, including HVAC, basic electricity, basic plumbing, energy management control systems and pneumatic control systems and knowledge necessary to attain administrative-level access to energy management systems also preferred.
Knowledge & Skills
Requires current CFC certification, which may be obtained within one to two years after hire date.
Requires the mechanical ability to perform repairs on a variety of hospital equipment using specific hand and power tools as related to trade and/or area of specialty.
Requires the computer skills necessary to manage and make programming changes, as needed, to the energy management control system.
Requires a comprehensive knowledge of shop mathematics and blueprint reading skills.
Demonstrates and maintains courteous, cooperative relations when interacting with other personnel, hospital team members and the public.
Demonstrates the analytical ability necessary to perform calculations, interpret data from blueprints and manuals diagnose problems with equipment, and solve problems.
Working Conditions
May be exposed to conditions due: to fumes, extreme temperatures, dust, noise, and hazards such as electrical shock or gases.
Physical Demands
Requires the physical ability and stamina (i.e., to lift up to 50 pounds, work on ladders/steps, walk, stand for prolonged periods of time, etc.) to perform the essential functions of the position.
$50k-73k yearly est. 1d ago
Emerging Middle Market Commercial Banker VP
Jpmorgan Chase & Co 4.8
San Diego, CA job
A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies.
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Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team!
An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations.
Position hours vary between:
* 8:30 am - 5:30 pm Monday through Friday
* 8:30 am - 2:30 pm Saturday
This opportunity is ideal if you are:
Excited about providing amazing service to our members and the community.
Looking for a position that will establish and grow your career.
Interested in learning how to open financial memberships and assist with loan requests.
Passionate about financial education and finding solutions.
Essential Functions and Responsibilities
Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
Actively participates in meeting the goals of the department and the Credit Union.
Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service.
Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously.
Service
Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc.
Assists with member research and problem resolution.
Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines.
Works within given limits and authority; proactively seeks supervisory assistance as needed.
Promotes credit union products and services and actively refers members to credit union partners as appropriate.
Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization.
Is courageous and willing to make decisions that result in positive member outcomes.
Development
Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development.
Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives.
Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships.
Suggests and participates in credit union community service opportunities and events.
Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility.
Regular and predictable attendance and punctuality.
Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union.
No aggressive sales goals - our focus is serving Members.
Benefits Include: (not a complete list)
Wellbeing
Weekly pay
401K Retirement Savings Plan with company match
Paid time off accrual begins upon hire
Paid sick leave
Company-provided life insurance at up to twice your annual salary
Financial Education Programs
DoorDash DashPass
Health
Medical, Dental, and Vision Insurance for part-time and full-time employees
Modern Health
Care.com subscription
Teladoc
Pet Insurance
Career Development
* Career development opportunities
* Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program.
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range:
Minimum: $22.32/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
$22.3-32.1 hourly 1d ago
Senior SAP Security Consultant
Fintech Staffing Partners 4.2
Saint Louis, MO job
Senior SAP Application Security Configurator (GRC / Security)
Duration: 12-month contract
Security Requirement: U.S. Citizen with Active Secret Clearance (mandatory)
We are seeking a Senior SAP Application Security Configurator to lead and execute SAP User Management and Security activities within a highly regulated environment. This role is hands-on and strategic, responsible for SAP access design, role provisioning, Segregation of Duties (SoD) compliance, and SAP GRC security configuration across the full system lifecycle.
The ideal candidate brings deep SAP Application Security and GRC expertise, is comfortable operating in an onsite delivery model, and can lead both technical execution and governance activities while mentoring junior team members.
Key Responsibilities
Lead SAP User Management (UM) activities, including role creation, access provisioning, audits, and ongoing access maintenance
Design, develop, configure, and test SAP GRC security components
Perform role design and provisioning aligned with SoD policies, internal controls, and security standards
Conduct SoD risk analysis, remediation support, and access reviews
Support User Acceptance Testing (UAT), production cutover, and post-go-live hypercare activities
Lead role design reviews and ensure proper security documentation and audit readiness
Collaborate with functional, technical, and compliance stakeholders to ensure secure system design
Mentor junior SAP Security team members and support planning and delivery activities
Required Qualifications
8+ years of hands-on SAP Application Security experience
Expert-level experience with SAP GRC and SAP role design
Strong knowledge of User Access Management, SoD concepts, and compliance controls
Experience supporting UAT, go-live, and post-production environments
CompTIA Security+ certification
U.S. Citizenship with active Secret Clearance (required)
Ability to work 100% onsite in St. Louis, MO
Preferred Skills
Experience supporting SAP security in highly regulated or government-adjacent environments
Strong documentation, communication, and stakeholder management skills
Experience mentoring or leading junior security resources
$84k-110k yearly est. 3d ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA job
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
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$80k-132k yearly est. 22h ago
Sr. Associate, Project Manager - Finance Data Management & Governance
American Express 4.8
New York, NY job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
The Sr. Associate, Project Manager for the Finance Data Management and Governance (FDMG) team in the Enterprise Technology Services organization is pivotal in organizing key business processes across the organization, including project reporting, budget management, talent management & hiring, strategic messaging, communications, town halls, colleague engagement, and more. The candidate will be a key member of the FDMG organization Leadership Team, working closely and collaborating with all team members.
Key Responsibilities:
* Project Management & Delivery
* Assist in the planning and execution of strategic and operational projects across business and technology functions.
* Develop project plans with defined milestones, timelines, and deliverables.
* Identify risks and dependencies; recommend mitigation strategies to ensure project success.
* Track project performance and maintain transparent reporting mechanisms.
* Maintain budget for entire FDMG team.
Operations & Planning Support:
* Support key operational cadences including staff meetings, town halls, and business reviews.
* Assist in quarterly and annual planning activities, including OKR development, resource tracking, and progress reporting.
* Coordinate meeting logistics, materials preparation, and follow-ups to ensure action items are completed.
* Communications & Stakeholder Coordination
* Partner with internal stakeholders to develop clear, effective communication materials including presentations, updates, and status reports.
* Facilitate information flow between project teams and leadership to ensure alignment and informed decision-making.
* Promote consistency and clarity in execution across functional areas.
* Continuous Improvement
* Identify opportunities to streamline processes, improve reporting, and enhance project transparency.
* Recommend tools or frameworks that enhance project and team effectiveness.
Minimum Qualifications:
* Bachelor's degree required; preferred fields include Business, Technology, or related areas.
* 3 - 6 years of experience in project management, operations, or program coordination.
* Strong organizational and multitasking skills with a demonstrated ability to manage competing priorities.
* Excellent verbal and written communication skills, including experience crafting executive-facing content.
* Proficiency with Microsoft Office Suite (especially PowerPoint & Excel), SharePoint, Confluence, and OneDrive.
* PMP or related certification is a plus.
Preferred Qualifications:
* Strong communication and organizational skills.
* Proven ability to solve problems and plan long-term projects.
* Experience in creating engaging and informative presentations.
* Ability to collaborate effectively with diverse stakeholders.
* Proven track record of managing multiple priorities and meeting deadlines.
* Ability to work independently and influence without direct authority.
* Commitment to fostering an inclusive team culture.
* Strong understanding of financial management and data analysis.
Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$89.3k-150.3k yearly 1d ago
Senior Commercial Credit Officer & Underwriter Lead
Old National Bank 4.4
Chicago, IL job
A regional financial institution in Chicago is seeking a Senior Credit Officer to oversee the underwriting of commercial loan requests and manage a team of underwriters. The role requires strong leadership and communication skills, with a focus on developing talent within the organization and ensuring compliance with lending standards. Ideal candidates will possess a Bachelor's degree in Finance and over 10 years of relevant experience, offering competitive compensation and a collaborative working environment.
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$84k-124k yearly est. 2d ago
Configuration Manager - DHS Federal Law Enforcement Training Center (FLETC)
ITC Federal, Inc. 4.7
Brunswick, GA job
ID 2025-1456 Remote No
JOB TITLE: After Action Review (AAR) Administrator
GOVERNMENT AGENCY: Department of Homeland Security (DHS), Federal Law Enforcement Training Center (FLETC)
POSITION INFORMATION: Full-Time Position
LOCATION: FLETC Headquarters - Glynco, GA; or other FLETC Training Delivery Points (TDPs) in Artesia, NM; Charleston, SC; or Cheltenham, MD (including the Washington, DC Office). Some services may be performed remotely. The place of performance will be dependent on the awarded proposal.
POSITION TIMING: Contingent on Contract Award
ITC Federal, LLC, (ITC) is an information technology and consulting company focused on servicing the needs of the Federal Government. ITC's mission is to apply earned expertise in DevSecOps, Cloud Computing, Federal Financial Systems, App Dev, and Cyber Security to assist our clients in achieving their mission. ITC is located in Fairfax, VA and offers outstanding compensation and benefits plan and a challenging and rewarding professional work environment.
Program Overview:
The Federal Law Enforcement Training Centers (FLETC), part of the Department of Homeland Security (DHS), is responsible for training and supporting the training of federal, state, local, and tribal law enforcement officers-as well as international partners-who enforce laws, treaties, and regulations in the United States and abroad.
Headquartered in Glynco, Georgia, with training delivery points in Artesia, New Mexico; Charleston, South Carolina; and Cheltenham, Maryland, FLETC's mission depends on secure, stable, and modern IT infrastructure.
This program provides Information Technology Delivery and Operations Support Services (DOSS) to maintain reliable, efficient IT operations across the FLETC enterprise. The Configuration Manager will be essential in ensuring accurate system baselines, proper control of configuration items, and alignment with DHS/FLETC standards throughout system lifecycles.
Position Summary:
The Configuration Manager is responsible for developing, implementing, and maintaining configuration management (CM) processes across the FLETC IT environment. This role establishes configuration baselines, oversees change control activities, ensures accuracy of system documentation, manages configuration items (CIs), and coordinates with technical teams to maintain system integrity across multiple sites.
The position requires strong organizational skills, attention to detail, and experience supporting IT systems within structured, security-sensitive environments.
Responsibilities
RESPONSIBILITIES:
Develop, maintain, and enforce configuration management policies, procedures, and standards.
Establish and maintain configuration baselines for systems, applications, hardware, and documentation.
Identify, document, and track configuration items across the enterprise and ensure version accuracy.
Oversee and manage change control processes, including impact assessments, approval coordination, version control, and verification after changes.
Maintain CM documentation including:
Configuration Management Plans (CMPs)
CI inventories and baselines
Change request records
Configuration status accounting documentation
Conduct routine CM audits to verify configuration integrity and compliance with DHS/FLETC requirements.
Collaborate with engineers, system administrators, cybersecurity personnel, and other technical teams to document system changes, updates, and configuration impacts.
Monitor adherence to configuration governance and ensure traceability of system modifications.
Support system lifecycle management activities such as deployments, upgrades, transitions, and decommissions.
Maintain configuration repositories, diagrams, records, and related documentation.
Prepare reports, dashboards, and configuration status updates for program leadership and stakeholders.
Provide training and guidance to staff on CM processes and tools.
Qualifications
Ability to obtain and maintain a DHS Public Trust or higher clearance level (as required by position/contract).
Bachelor's degree in Information Systems, Computer Science, Engineering, Business, or related discipline; or equivalent experience.
Minimum 5-10 years of experience in configuration management, systems administration, or IT lifecycle management.
Experience developing configuration management plans, processes, and documentation.
Strong understanding of configuration identification, configuration control, status accounting, and CM audits.
Previous experience with CM tools such as ServiceNow, Remedy, SharePoint, Git, or equivalent systems.
Familiarity with ITIL or other structured IT service management frameworks.
High attention to detail and strong organizational skills.
Excellent written and verbal communication skills.
DESIRED:
Prior experience supporting federal government environments, especially DHS or FLETC.
Experience with enterprise IT environments and multi-site system configuration management.
CM-related certifications such as CMII, ITIL Foundation, or similar.
Experience supporting system integration and change management in controlled configurations.
WORK ENVIRONMENT AND PHYSICAL DEMANDS: Candidate must be able to function in general office environment.
ITC Federal is an equal opportunity employer and will not discriminate against any application for employment on the basis of age, race, color, gender, national origin, religion, creed, disability, veteran status, marital status, sexual orientation, genetic information, military status, disability, or sex including pregnancy and childbirth or related medical condition or on any other basis prohibited by law.
$81k-118k yearly est. 1d ago
Collections Specialist - Advanced Collections Mitigation Unit (ACMU)
American Express 4.8
Phoenix, AZ job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also, they do preventive work to avoid future overdue with accounts that have a high exposure.
Job Responsibilities:
Collect delinquent balances on Small Business and Consumer accounts. The portfolio consists of both cancelled relationships and high-risk customers.
You will be responsible for owning your own client portfolio. You will need to utilize skip tracing to locate and communicate with your clients.
Typically, you will be handling the following call types: advising of account status, consequences, and offering payment solutions, as well as reducing day's delinquent and preventing call and account escalations.
Maintain high level of integrity and compliance while working with customer information
Minimum Qualifications:
Computer literate, able to navigate through multiple computer systems and applications simultaneously, with speed and accuracy.
Natural communicator who can demonstrate active listening skills and adapt conversation to suit the situation and the Card Member's communication style.
Resilience is needed to efficiently manage a diverse client list, while balancing performance to meet a variety of metrics.
Excellent negotiation, analytical, and decision-making skills, with strong attention to detail and the ability to be assertive while adhering to American Express policies and procedures
A capacity to learn, willingness to try new things, flexibility to incorporate feedback and agility through change and difficult situations.
Experience managing your own client portfolio
Excellent written and verbal communication skills
Bi-Lingual spanish speaking a plus
High School Diploma or GED
Preferred Qualifications:
Knowledge of Fair Debit Collection Practice Act and laws
Skip tracing experience
Minimum 3 years of recent collections experience or 3 years of sales experience with some collections experience
Commercial collections experience
Experience with Risk initiatives as they pertain to client level dunning
Call center experience
Ability to work independently, while still being a team player within the structured service center environment.
Additional Requirements:
Flexibility to work Monday-Friday 5:00am-16:00
Hybrid Environment- Need to be able to work in the office a minimum of 3 days a week.
Location: 18850 N 56th St. Phoenix, AZ 85054
Salary Range: $20.00 to $24.00 hourly + bonus + benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
$20-24 hourly 1d ago
Treasurer
Commonwealth of Massachusetts 4.7
Boston, MA job
An Official website of the Commonwealth of Massachusetts
Reporting to the Chief Financial Officer (CFO), the Treasurer is a senior member of the Finance Department. This role involves a high degree of responsibility and the opportunity to make a meaningful impact, with accuracy being essential due to the role's financial significance. The Treasurer is responsible for all MSBA funds and investments, managing cash and investment activities, banking relationships, and cash flows in a fiscally prudent manner and in accordance with applicable state laws and MSBA policies. The Treasurer reports on MSBA cash and investment balances, debt, receipts and disbursement of funds and manages the MSBA's debt portfolio including overseeing the issuance of new debt and realizing debt savings by optimizing refunding opportunities.
Qualifications
Manage and oversee weekly processing of all MSBA financial obligations, including approximately $1B in annual grant payments to districts.
Receive, record, and report monthly sales tax revenues.
Monitor cash activity to ensure timely processing and accurate recording in the accounting system.
Prepare, update, and report on grant payments and capital pipeline funding to support budgeting, borrowing schedules, and investment planning.
Prepare wire instructions for payroll, OPEB funding, and other transfers as directed.
Implement, review, and update internal control policies and procedures.
Conduct periodic review of general ledger accounts, ensuring accuracy and completeness; collaborate with Finance to resolve variances.
Debt Management
Manage and report all debt activities, including negotiating borrowings, preparing documentation and notes, and reporting results to the Board; ensure compliance with disclosure requirements.
Manage the MSBA debt portfolio and ensure adequate debt service coverage pursuant to bond indentures.
Monitor primary and secondary market activity for MSBA-issued securities.
Maintain and update debt portfolio; analyze and recommend refunding or defeasance opportunities for cost savings.
Review and update the MSBA Debt Management Policy.
Manage monthly revenue set-asides, transfers, and payments with the bond trustee in accordance with the trust agreement.
In partnership with the CFO, support development of annual and long-term financing plans, collaborating with bond counsel, investment banks, advisors, investors, and rating agencies.
Develop and maintain financial models to support recommendations on short- and long-term financing needs.
Banking & Investment Management
Serve as primary point of contact for MSBA commercial banking relationships; manage account activity and reporting requirements.
Invest funds to protect principal, maximize income, and maintain liquidity.
Ensure proper protection and custody of funds, securities, and financial instruments in accordance with state finance laws and MSBA Investment Management Policy.
Review and update the MSBA Investment Management Policy.
Maintain custody of MSBA OPEB trust funds, invest in accordance with trust agreement, and prepare quarterly investment performance reports for the OPEB Trust Committee.
Other Duties
Maintain and manage MSBA financial contracts (investment advisors, financial advisors, disclosure counsel); prepare bid documents or renewal agreements as needed.
Attend and present at MSBA Board meetings, investor meetings, credit agency presentations, and other meetings as required.
Perform other duties as assigned.
Supervisory Responsibilities
Supervise the Assistant Financial Analyst, including recruitment, onboarding, and training.
Lead and manage employee performance: set expectations, monitor progress, coach, and ensure compliance with MSBA policies and standards.
Required Education, Experience & Skills
Bachelor's degree in finance, accounting, economics, or a related field.
Minimum 10 years of progressively responsible experience in treasury, public finance, or financial management (government or public sector preferred).
5+ years supervisory experience.
Strong knowledge of government finance, public fund investment, and debt issuance.
Demonstrated experience issuing municipal debt, including preparation of required documents and presentations.
Experience with debt management software and accounting systems.
Proficiency in Microsoft Office (Excel, Word, Access, PowerPoint, Outlook); advanced Excel skills required.
Strong verbal and written communication skills.
Proven success training and managing employees.
Ability to work independently and in a team environment.
Ability and willingness to travel occasionally and maintain strict confidentiality.
Preferred Qualifications
Master's degree or professional certification (CPA, CTP, CFA).
Experience working with Massachusetts quasi-public agencies or authorities.
Knowledge of Massachusetts state and municipal finance laws.
Official Title : Treasurer
Primary Location Job
Construction
Agency
Mass School Building Authority
Schedule
Full-time
Shift
Day
Job Posting
Oct 31, 2025, 3:52:23 PM
Number of Openings
1
Salary
114,821.00 - 129,174.00 Yearly
If you have Diversity, Affimative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Stacy Patino - **********
Potentially Eligible for a Hybrid Work Schedule : Yes
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$129k-195k yearly est. 2d ago
Fraud Investigator (REMOTE in VA, NC, SC, MD ONLY)
Atlantic Union Bank 4.3
Waldorf, MD job
The Fraud Investigator is responsible for investigating, documenting, and/or approving the investigation and documentation of Fraud related alerts, cases, suspicious activity reports (SARs), and any other reports and/or referrals that could lead to such investigation. He or she will represent Atlantic Union Bankshares Corporation (AUB) and its related subsidiaries as a dedicated point of contact for law enforcement inquiries related to financial crimes investigations. The Fraud Investigator serves as a second line of defense subject matter expert for Investigations and Fraud threat intelligence. Other responsibilities may be assigned at the discretion of the FIU Fraud Investigations Manager.
Position Accountabilities
Investigate internal and external fraud events perpetrated against AUB, its related subsidiaries, and stakeholders.
Document and decision complex alerts and cases to identify reportable suspicious activity. Ensure Suspicious Activity Reports are accurate and approved for filing within regulatory guidelines.
Conduct customer outreach as needed to follow up on status of fraud investigations and obtain additional information.
Review procedures covering the investigation and reporting of suspected financial fraud crimes. Recommend changes in processes and procedures to the FIU Fraud Investigations Manager.
Serve as a point of contact for other business lines with general questions or concerns about investigations. Assist in the oversight of processes for internal referral of questionable activity or behavior.
Serve as a representative of AUB with local, state, and/or federal law enforcement agents on cases referred by AUB or on cases requiring AUB's assistance as it relates to financial crimes investigations. May testify in court on behalf of AUB for fraud cases.
Participate in professional and community associations relating to law enforcement and criminal investigations.
Distribute pertinent information to departments throughout the organization that may be affected by current Fraud trends. Develop, analyze, and report trends to the FIU Fraud Investigations Manager as required.
Analyze corporate needs and suggest creative ideas to enhance comprehensive corporate-wide fraud risk mitigation processes.
Attends training seminars as deemed necessary by the direction of the FIU Fraud Investigations Manager or higher.
Organizational Relationship
This position reports to the Fraud Investigations Manager
Supervision of Others - No
Position Qualifications
Education & Experience
Bachelor's degree in criminal justice, Business or a related field, or a combination of education and experience equivalent to such a degree--REQUIRED
Certification as a compliance professional (i.e.: CAMS, CAFP, CFE)--PREFERRED
Must have 5 or more years of banking, business, or criminal justice related experience--REQUIRED
Must have a minimum of 2 years' experience in fraud or financial crimes investigations--REQUIRED
Previous experience in delivering FinCEN SAR filings for Fraud events--REQUIRED
Experience utilizing Verafin Case Management System
Knowledge & Skills
Demonstrated ability to interact with management, law enforcement, General Counsel, and other business lines with tact and diplomacy while achieving stated objectives.
Ability to explain complex fraud issues in simple and clear ways.
Working knowledge of fraud and financial crimes banking laws, regulations, operations, and procedures.
Advanced written, oral, data analytics, interpersonal and negotiating skills with ability to prepare and present technical presentations and guide internal customers.
Working knowledge of financial institution operations. Ability to research, analyze and recommend improved processes.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
A leading financial institution in Washington, DC is seeking a cybersecurity expert to enhance its malware defense team. Responsibilities include analyzing malware, tracking campaigns, and authoring reports. The ideal candidate must possess strong malware analysis skills, experience in creating analytical tools, and a solid understanding of network traffic analysis. This position offers an annual salary between $95,700.00 and $144,900.00 based on experience, alongside robust benefits aimed at ensuring employee wellness.
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$95.7k-144.9k yearly 22h ago
Branch Office Administrator - Sumter, SC
Edward Jones Careers 4.5
Edward Jones Careers job in Sumter, SC
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.