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Fidelity Investments jobs - 49 jobs

  • Workplace Planning Associate - Covington, KY

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Leesburg, OH

    Job Description:Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. What to expect… As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services. You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs. As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs. You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment. You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward. You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career. The Skills You Bring Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads Knowledge or experience in sales or the consultative relationship process Demonstrate accountability and a goal-oriented mindset Natural and demonstrated success in asking deeper questions to fully understand the client's situation Ability and flexibility to work in a “hybrid” work setting, both at home and in office Comfortable with technology and ability to navigate multiple systems simultaneously Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You Deliver Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations Set up targeted appointments while identifying opportunities to address participant needs related to products and services Our Investments in You Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab) Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $54k-75k yearly est. 1d ago
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  • Financial Services Representative - Cleveland East, OH

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Orange, OH or remote

    Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. * Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. * Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. * Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… * You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. * You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. * You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. * You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for… * High energy and enthusiasm with a natural passion for helping people * Flexibility and self-motivation * Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring * Eagerness to learn and build a career in financial services * Ability to deliver an outstanding customer experience * Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once * Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA Certifications: Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $27k-42k yearly est. 4d ago
  • Construction & Commissioning Scheduler

    Blackrock Resources LLC 4.4company rating

    New Albany, OH job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Schedule: Full-time | On-site presence required Industry: Industrial/Power/Data Center Construction We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery. What You'll Do: Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases. Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable. Track progress, analyze variances, and recommend adjustments to keep projects on target. Generate look-ahead schedules, performance reports, and updates for leadership and client reviews. Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health. Align construction and commissioning activities for smooth transitions and seamless project closeouts. What You Bring: Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience). 5+ years of experience scheduling large-scale industrial, data center, or power generation projects. Strong command of Primavera P6. Proven track record supporting both construction and commissioning phases. Excellent communication, organizational, and analytical skills. Ability to work on-site in New Albany, Ohio. Preferred Experience: EPC or large-scale construction background. Knowledge of commissioning processes and turnover documentation. Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools. If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
    $65k-91k yearly est. 5d ago
  • Electrical Project Manager

    Blackrock Resources LLC 4.4company rating

    Columbus, OH job

    About the Role A Senior Electrical Project Manager with at least one of the following: Electrical Project Management experience Project Management experience in a multi-trade environment working with MEP trades Responsibilities Manage projects to ensure that work is completed as scheduled, within the established project budget, at a high level of quality, and in compliance with the contract. Produce an SOV, submit billing, approve invoices, review job costs, complete financial reports, project financial performance, and write purchase orders in a timely manner. Lead monthly financial reviews detailing cash flow, billing, net financial position, change order progress, project risks, etc. Estimating skills to include accurate quantity takeoff, proper assembly selection, assembly building, functional use of Accubid, etc. Perform routine site visits to identify, document, and communicate issues related to scope changes, schedule conflicts, material shortages, Client adjustment, quality control, safety, etc. Manage the Building Information Modeling (BIM) process starting with the estimate, moving through 3D coordination, to prefabrication and site delivery, culminating in field installation. Ability to quickly anticipate, identify, analyze, and resolve problems. Ability to read and understand schedules for use in responsible planning and management exercises. Ability to quantify, compile, submit, manage, and execute change orders. Ensure the effective and timely management of the RFI process. Manage subcontractor relationships to ensure project schedule, project scopes, and safety expectations are effectively communicated. Participate in the yearly employee performance evaluation process giving accurate non-bias job performance appraisals, setting goals, creating expectations, and offering constructive feedback. Efficiently direct project closeout, punch list completion, record drawings, and demobilization. Cultivate new business relationships while maintaining existing customer relationships. Participate in a culture of continuous learning, training and skill development while encouraging the same from the team. Effectively communicate project information to both internal and external project stakeholders. Review and interpret blueprints/shop drawings and other project documents to formulate accurate management strategies. Encourage a merit based, competitive, and cooperative environment. Understand the scope of work/responsibilities of other trades at project site. Coordinate with the Safety Team to promote safe work practices on assigned projects. Possess a willingness to work onsite five days a week when necessary. Coordinate, attend, and conduct meetings / activities. Qualifications Minimum of Five (5) years' experience in the management of electrical construction operations. Bachelor's degree in Engineering, Construction Management, Business Administration, or (5) years of related field experience. Data Center, Healthcare, and Light Industrial experience. Experience managing projects / portfolios in excess of $50 million. Required Skills Strong understanding of percentage of completion and financial reporting. Excellent written and verbal communication skills. Excellent organizational skills and attention to detail. Strong leadership skills. Experience using Bluebeam, Primavera P6, and/or Accubid. Proficient with Microsoft Office Suite and related software.
    $60k-80k yearly est. 1d ago
  • Mission Critical OFCI/Commissioning Lead

    Blackrock Resources LLC 4.4company rating

    Columbus, OH job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Now Hiring: Mission Critical OFCI/Commissioning Lead Schedule: 5/10's + 8 hours on Saturdays Start Date: As soon as a qualified candidate is identified Project Type: Mission Critical Data Center If you excel at coordinating complex equipment deliveries, managing vendor relationships, and ensuring commissioning activities stay on schedule, this role offers the chance to support high-visibility data center projects. What You'll Do: You'll serve as the central point of coordination for OFCI equipment from delivery through installation and commissioning. Your work helps keep testing phases (L2-L5) on track and ensures all vendors, subcontractors, and site teams are aligned. Key responsibilities include: OFCI & Commissioning Coordination Manage the OFCI log, including equipment deliveries and push/pull ticket requests. Request deliveries from offsite storage and integrators; resolve delivery conflicts and delays. Use the Star Tool to request vendor resources for L2-L5 testing. Vendor & Subcontractor Collaboration Build and maintain a Smartsheet contact list for OFCI vendors and subcontractors. Coordinate equipment deliveries with site superintendents to align with project schedules. Drive communication between subcontractors and OFCI vendors to resolve installation concerns. Inspection & Documentation Management Oversee QC/Cx inspection documentation and ensure completion one week before H2C. Manage Procore documentation, including equipment testing reviews and inspection tracking. Validate that received OFCI equipment matches approved engineering submittals. Project Tracking & Reporting Maintain a delay log for delivery impacts, vendor responsiveness, and schedule issues; escalate as needed. Track repairs and damages (including part reallocations and trade-related equipment damage). Manage the generator fuel log and coordinate readiness notifications. Track MCM dates in Smartsheet. Meetings & Cross-Team Coordination You'll lead or participate in several recurring project meetings, including: Weekly OFCI Vendor Call: Delivery tracking, trades alignment, replacement coordination, schedule impacts, push/pull tickets. Weekly meetings with site superintendents and electrical contractors: Installation alignment, concern resolution, and schedule coordination. Weekly L2/L3 meetings: Drive observation resolutions, ensure documentation compliance, and update schedule needs. Daily L4/L5 commissioning meetings: Support resolutions and ensure vendor/subcontractor resources are available. Additional: Daily coordination, weekly client meetings, weekly OAC, and weekly MCM meetings. If you're highly organized, thrive in fast-paced construction environments, and enjoy being at the center of project coordination on mission critical builds, this role offers a strong opportunity to contribute to impactful data center projects.
    $74k-99k yearly est. 1d ago
  • Portfolio Managers

    Standard Chartered 4.8company rating

    Delhi Hills, OH job

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * Motivating and guiding a team of front-office staff in order to achieve and exceed sales and service targets for the branch. Key Responsibilities Sales & Financial Targets * Maximise sales performance to achieve portfolio and revenue targets of the branch through: * Liability products [Current /Savings /Term deposits] & Lockers * Investment services & Insurance * SME, Cards & Asset Accounts * Implement cross-sell programs for mortgage, cards and third party products and improve product per customer * Provide support for new product launches, and champion new sales initiatives * Devise and implement a customer acquisition and retention program * Nurture and upgrade the existing customer portfolio to Excel Banking/ Priority banking * Ensure adherence to cost control measures * Managing the lobby of the branch, maintaining an ambience that would put customers at ease * He/She is aware of bank's Mis-selling & Sales Policies and ensure adherence all the times. Customer Service * Ensure all branch processes are followed as per laid down guidelines * Monitor CSS and Mystery Shopping ratings and ensure continuous improvement if below bench-mark * Achieve good SQ audit ratings * Ensure PFM productivity is at optimum levels People Management * Ensure branch staff work as a motivated and top performing sales and service team * Achieve high employee satisfaction and retention of good performers * Identify and address training needs of staff on an on-going basis Others * MIS reports and compliance on all Operations health documents like KCD/KRI/OPS manual * Ensure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, Know Your Customer and Money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer * Ownership of the Archival portfolio for the department / business. * Liaising with the external vendors and ensure Archival and Retrieval is carried out in a manner as stated in the policy document without exception. * Provide inputs to National Archival Manager on regular basis on status of Archival for each department / business. * Maintain MIS with regard to documents archived with due acknowledgement from the vendor for each of the file. * Perform regular KCS checks * Ensure that the vendors meet the TAT at all times with regard to retrieval. * Premises management in areas of merchandising, housekeeping as well as store management as an employee, you are responsible for working with the Bank to ensure a safe and healthy workplace for all. As part of the Health and Safety guidelines you should: * Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions; * Co-operate with Management to support and promote Health and safety in the workplace; * Ensure that your actions do not put others at risk; * Work in a healthy and safe manner; * Encourage others to work in a healthy and safe manner; * Report all accidents and incidents; and Bring to the attention of the management any hazard in the workplace * As a manager you are also responsible for the health and safety aspects within your area of control. You need to ensure that: * Your employees are adequately trained and supervised to perform their tasks in a safe manner. * Your employees are free to raise any Health and safety issues and these issues are addressed appropriately. * The contractors working in your area or for you are working in a safe & healthy manner. Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Other Responsibilities * Motivating and guiding a team of front-office staff in order to achieve and exceed sales and service targets for the branch. Skills and Experience * Good in Systems/ Microsoft Office * At least 5-8 years of overall experience * Banking knowledge * Leadership Skills * Strong Communication Skills * Customer Orientation Skills * Sales Focus Qualifications * Graduate/ Post Graduate About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $102k-156k yearly est. 2d ago
  • Client Support Specialist - Greater Houston, TX Area (REMOTE)

    Fidelity Investments 4.6company rating

    Fidelity Investments job in Houston, TX or remote

    To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy Champion Forest As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $39k-61k yearly est. 20d ago
  • Maintenance Technician

    Blackrock Resources 4.4company rating

    Columbus, OH job

    Maintenance Technician (Contract-to-Hire) Pay: $25-28/hour (based on experience) Schedule: 7:00 AM - 3:30 PM, Monday-Friday Status: Full-time, hourly | Contract-to-Hire Overtime available as needed We are seeking a hands-on Maintenance Technician to support daily plant and facility operations. This role is responsible for performing preventive and non-scheduled maintenance on equipment and building systems in a manufacturing environment. The ideal candidate is mechanically and electrically skilled, safety-focused, and comfortable working independently or as part of a team. Key Responsibilities * Perform preventive and corrective maintenance on plant equipment and facility systems * Troubleshoot electrical and electronic controls, including PLCs, HMIs, and PCs * Assist with installation, modification, and upgrades of plant equipment * Fabricate fixtures and equipment from drawings or concepts * Utilize CMMS software to document maintenance activities and parts usage * Maintain and service electrical, piping, and fluid pumping systems * Operate forklifts as needed * Support additional maintenance functions such as welding, HVAC, control circuits, or fabrication * Read and interpret blueprints, schematics, and technical documentation * Use standard maintenance testing and measuring tools Qualifications * 5+ years of hands-on maintenance experience (manufacturing preferred) * High school diploma or equivalent; technical training a plus * Experience troubleshooting electrical and control systems * Comfortable working independently and collaborating with a team * Strong communication skills across multiple levels of an organization * Valid driver's license required * Forklift experience preferred * Ability to support off-shift or emergency maintenance as needed #LI-AM1
    $25-28 hourly 8d ago
  • Planning Specialist

    UBS 4.5company rating

    Kenwood, OH job

    Your role We are looking for a Planning Specialist to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, exceptionally organized, and has a passion for helping others create sound financial plans. This position works closely with the senior Wealth Management Advisor in charge of planning for the team. Responsibilities include: * Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other. * Developing coherent and realistic financial plans that address the interrelated concerns - risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. - involved in complex planning situations. * Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients. * Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients. * Proactive collaboration with team members to maintain a positive, productive team environment. If you enjoy financial planning, and want to work with a respected, successful and engaged team committed to providing valuable, top-tier, planning advice to others, this position may be the one for you. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 5 years' experience in either a tax accounting or financial planning role. * The ability to work under pressure and manage complex situations and deadlines while maintaining a high attention to detail. * Strong analytical, organizational, and project management skills. * Excellent communication skills and the ability to collaborate well on a team. * Good command of Microsoft Office and comfort learning and using complex planning software. * Bachelor's degree, or equivalent, with Accounting, Finance, or Planning focus a plus. * CPA or CFP designation a plus. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $54k-73k yearly est. 34d ago
  • Client Service Associate

    UBS 4.5company rating

    Upper Arlington, OH job

    Your role Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Client Service Associate to: * provide best-in-class client experience through active communication, anticipation and fulfillment of needs, attention to detail, and quick inquiry resolution * onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation * perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management * support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * series 7 and 66 licenses (for registered CSAs only) * ideally 0-3 years of work experience * bachelor's degree * excellent communicator, with solid interpersonal skills * detail and process oriented * proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $54k-87k yearly est. 26d ago
  • Associate Director & Treasury Specialist - SME Treasury Sales

    Standard Chartered 4.8company rating

    Delhi Hills, OH job

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * Responsible for driving the overall business performance and efficiency * Maximize returns on FX products across in the Business Banking portfolio allocated * Develop and implement Risk Management Strategies spanning the entire Treasury Product Suite for a portfolio of customers in the region. Key Responsibilities Business Financial * Work with team in the region to deliver the agreed CMPS budget by product in the Region. Client Tiering * Work with Relationship Managers (RMs), regional sales teams and TB to ensure clients are tiered correctly for striped and portfolio coverage. * Work with the RMs to ensure BB clients are classified correctly from an A&S perspective. * Data mine clients to promote to portfolio coverage. Dedicated Coverage * Ensure all striped clients have product plans and dovetail into Account Plans * Ensure all product plans are reviewed on a periodic basis Portfolio Coverage * Increase e-commerce penetration in the region to support bank's digitization plan Regulatory * Ensure servicing clients in your region adhering 100% to the Bank's A&S policy * Ensure all global and local compliance guidelines are followed such as fair pricing, record keeping, etc. Others * Support local and group management on any project, initiative, day to day controls, etc., as may be decided from time to time * Marketing risk management solutions / strategies to clients across asset classes * Achieve and maintain the position of 'Bank of Choice" among clients by providing innovative and valued-added solutions. Ensure prompt and responsive client servicing * Take the relationship with 'Core clients' to a solutions-based approach vis-à-vis a transaction based approach. * Establish and maintain high level contacts with current and target customers, to develop relationships, to gain an insight into their future plans and needs for Treasury products and services, to identify opportunities for sales staff to cross-sell FM products between customer segments, and to receive feedback on current product and service quality. Identify cross-sell opportunities for other businesses. * Raise market awareness of SCB Treasury capabilities and products, through arranging presentations and seminars, and taking advantage of opportunities to enhance the profile of SCB in the market. * Working closely with the BB teams to ensure a consistency to the customer * Establish and maintain a network for co-operation with other SC Treasury and non-Treasury businesses, to support the creation of solutions to customer needs that span national and product boundaries, and regulatory environments. * Develop culture for a totally integrated One Bank through developing products & broadening markets. * Ensure active cross-sell of other departments. * Adhere to Operational Risk framework and risk management policies of the Bank * Counsel and guide colleagues to improve performance, in particular new members of the team. * Ensure the anti-money laundering /Know Your Customer guidelines are adhered to. * Ensure regulatory requirements are adhered to both in letter and spirit. * Ensure that desk documentational requirements-underlying exposures, deal confirmations are received on time regularly. * Ensure that the compliance controls and monitoring plans are implemented. e.g. Derivatives Control Process. Key stakeholders External * BB - Clients Internal * Dealing Team * BB Team - RMs', CCMs, Credit Analysts * Credit * Legal & Compliance * Segment Head, Head of CMPS and Head of Wealth Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Skills and Experience * Business - Sector Specific Knowledge for FX Business * English * Local Language Qualifications * MBA or PG * At least 5 years of relevant experience About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $92k-128k yearly est. 9d ago
  • Project Engineer - Pittsbugh

    Blackrock Resources 4.4company rating

    Findlay, OH job

    Reports to the G&P Engineering Manager: This position's primary focus is to develop Engineering and Design with plans for implementation on midstream natural gas and light crude facilities including pipelines, compressor stations, pump stations and other related facilities. All work will be performed in compliance with company standards, procedures, and government requirements. KEY RESPONSIBILITIES: * Work closely with Operations, Environmental, Engineering, Business Development, project managers, contract engineering firms and vendors to develop accurate and concise project documentation and equipment specifications. * Must be able to develop project scopes, prepare conceptual drawings and estimates. Project management experience highly desired. * Must have broad knowledge of natural gas and light crude processing and operations, including compressor stations, dehydration, amine treating, and centralized production facilities. * Must have general understanding of instrument air compression, vapor recovery units, flares, enclosed combustors, process flow/temperature/level measurement instrumentation, and process controls. * Must have working knowledge of process simulation modeling software such as Symmetry, HYSYS, and Promax. * Must be able to read, understand, markup and develop PFD and P&IDs as necessary. * Must be capable of developing design standards and specifications. * Must be able to handle assignments and projects with minimal supervision and complete within acceptable time standards. * Current valid driver's license required. * Must have excellent verbal and written communication skills with the ability to communicate effectively with all levels of individuals/employees. This list is illustrative of key responsibilities and is not exhaustive of all potential tasks and expectations. EDUCATION AND EXPERIENCE: * Required: bachelor's degree in mechanical or chemical engineering from a four-year accredited college or university. * Candidates must be authorized to work in the US on a full-time indefinite basis without the need for employment visa sponsorship now or in the future. * Communication Skills: Must have excellent verbal and written communication skills to effectively communicate with all levels of individuals/employees. #LI-TW1
    $61k-83k yearly est. 24d ago
  • Software Engineer

    Franklin Templeton 4.8company rating

    Remote or Stamford, CT job

    At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements. Come join us in delivering better outcomes for our clients around the world!Franklin Templeton Companies, LLC seeks a Software Engineer in Stamford, CT.What are the ongoing responsibilities of a Software Engineer? The Software Engineer will perform application design/development and production support activities to support business needs. What ideal qualifications, skills & experience would help someone to be successful? Requires a Master's degree in Computer Engineering, Electrical Engineering, or related, or equivalent. Must include three (3) years of experience with the following responsibilities, skills and/or tools: Developing and maintaining front-end applications using React for both web and native platforms; Implementing state management using Redux to maintain application state and facilitate data flow; Converting UI/UX design wireframes based on Figma into responsive, high-performance web pages utilizing HTML, CSS, SCSS, JavaScript and Typescript; Implementing data visualization utilizing charting libraries including Highcharts, D3 and AG Grid; Integrating APIs and microservices based on Python using Axios and GraphQL to retrieve and display data dynamically; Optimizing system performance utilizing virtualization, code splitting, caching technologies, and lazy loading; Implementing accessibility and keyboard events consistently through applications with DOM manipulation; Performing unit testing using testing libraries including Jest. **Telecommuting and/or working from home may be permissible pursuant to company policies.** Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $125,000.00 - $191,200.00 USD / year. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton. Highlights of our benefits include: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Learning and Education Assistance Program (LEAP) Purchase of company funds with no sales charge Onsite fitness center and recreation center Onsite cafeteria* *Only applicable at certain locations. Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
    $125k-191.2k yearly Auto-Apply 48d ago
  • Credit Analyst - SME ME

    Standard Chartered 4.8company rating

    Delhi Hills, OH job

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: Quick turnaround on NTB and new deal proposals. BCA Quality :: Overdue BCAs to be maintained within 5% threshold. Key Responsibilities No of Credit reverts to be kept to a minimum, no more than 1 referback per BCA. Portfolio Control. Downgrade to GSAM < 90 days in EAR to be Nil. Audit - Overall grade satisfactory. 100% commitment to code of conduct. Timely completion of mandatory e-learnings. Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders * RM Credit. Skills and Experience * Credit Analysis * Ratio Analysis * Deal Structuring * Risk Identification and Mitigation * Customer Delight * Policy and Compliance Qualifications CA/MBA/Candidate with similar work experience About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $71k-105k yearly est. 10d ago
  • Director - Affluent Relations

    Standard Chartered 4.8company rating

    Delhi Hills, OH job

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * Servicing primarily walk-in customers to fulfill the specific transactional requirements of the customer through high quality customer service while increasing product penetration through cross sell and achieving allocated portfolio and revenue targets. Key Responsibilities * Maximize sales performance to achieve given revenue targets (self and branch) through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured) * Generate new business via sales promotions, out-marketing calls and presentations and in-branch contacts * Participate actively in branch sales planning to generate action plans for meeting targets * He/She is aware of bank's Mis-selling & Sales Policies and ensure adherence all the times. * Ensure high level of customer service in the Branch. Manage difficult customer situations * Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspections * Ensure transactions are processed with a high level of accuracy and commitment in order to satisfy customer needs * Ensure validity and completeness of transactions processed and ensure concessions relative to exchange rate, fees, charges etc. are authorized/ overridden by appropriate authorities * Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints * Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below bench-mark, sustain and better quality service * Take responsibility for general reconciliation and control activities * Find ways to improve operational efficiency and control costs to meet cost budgets * Be multi-skilled to handle all kinds of transactions and services in the bank * Manage growth and attrition of the base, facilitate customer up-streaming. Improve product per customer * Ensure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD & Money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. * Premises management in areas of merchandising, housekeeping as well as store management. Branch upkeep and maintenance * Responsible for health and safety for all. As part of the Health and Safety guidelines you should: * Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions; Co-operate with Management to support and promote Health and safety in the workplace; * Ensure that your actions do not put others at risk; Work in a healthy and safe manner * Encourage others to work in a healthy and safe manner; * Report all accidents and incidents and bring to the attention of the management any hazard in the workplace Risk Management * Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC. * Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer. * Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same * Read, understand and comply with all provisions of the Group Code of Conduct Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Qualifications * Extensive sales experience (2 to 5 years) * Sales focused and highly target oriented * Able to pick up new concepts quickly * Able and excited about going out to meet new customers * Competitive awareness & benchmarking * Excellent communication, interpersonal & relationship building skills * Banking knowledge * Management Information Skills * Good Interpersonal Skills Skills and Experience * Diligent & Punctual * Knowledgeable about the role * Certified with relevant courses * Confident * Fluent in Language * Good Sales exposure * Banking Exposure * Management Information Skills * Good Interpersonal Skills * Customer and Service Oriented About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $72k-100k yearly est. 3d ago
  • Director & Team Leader - Relationship Manager - SME ME

    Standard Chartered 4.8company rating

    Delhi Hills, OH job

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: Business * This role is responsible for managing Delhi Centre for Business Banking Medium Enterprise, SCB India looking after both the existing portfolio of clients and also acquiring new business to grow the ME Business in Delhi, by managing a team of RMs and Service Managers. * Responsible for onboarding new clients through various avenues including Agri NTB accounts as well maintaining existing portfolio and managing both risk and opportunities arising out of it. * Meeting existing clients, generating leads from them, meeting CA, Consultants etc can provide output. * Understanding the client needs and providing solutions to them so that the purpose is also solved and revenue part is also taken care * Maintaining quality of the existing portfolio by checking the health of the account on periodic basis. * Any suspicious activity / alert in the account should be immediately identified and discussed amongst the etam for taking future action. * Sales Discipline: Timely and accurate account plans, timely updation of NTB and pipeline, and call reports * Delivery on RORWA commitments made whilst approving * Achieving assigned full year objectives as per annual P3 document Processes * Ensure adherence to all internal and external regulations. * To embed Operational Risk monitoring as an integral part of the business process. Towards this, to effectively carry out the assigned role, if any, under Compliance Risk Management and Operational Risk Management Assurance. Risk Management * Monitor all major risk issues and concentrations. Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees Governance * Promote an environment where compliance with internal control functions and the external regulatory framework is a central priority of the business Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Lead the work to achieve the outcomes set out in the Bank's Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key Stakeholders Internal * Credit Risk * RM team * Credit Analysts * CRC * Trade Ops * Audit * Branches & PVB External * As and when necessary Other Responsibilities * Embed Here for good and Group's brand and values in SCB India Business Banking Medium Enterprises Team. Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats). Skills and Experience * Credit Analysis * Customer Focus and Selling Skills * Problem solving * Team work and collaboration Qualifications * MBA finance, or Chartered Accountant or similar qualification specialising in Finance & Credit Analysis/. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $74k-104k yearly est. 6d ago
  • Sr Electrical Engineer

    Blackrock Resources 4.4company rating

    Cleveland, OH job

    Senior Electrical Engineer Direct Hire Salary is 120 to 140k with a full benefits package Cleveland OH or Pittsburgh PA Why Work for Our Client * Growth Opportunity and Great Reputation in the Industry * A hybrid work model for work-life flexibility (based on business and client needs) * Medical, Dental, and Vision coverage * 401(k) Plan * Paid Time Off, Company Paid Holidays * Tuition Assistance * Paid Certifications and Registrations (as applicable) Summary of Job Responsibilities include, but are not limited to, the following: * Manage necessary resources for execution. * Collect and prepare data/information, performs detailed calculations, and write formal technical reports. * Develop technical specifications & data sheets, perform technical evaluation of bids, and recommend best value design which meets client requirements for operability, reliability, maintainability and safety. * Serve as a discipline interface to client on discipline issues and attend significant client meetings involving discipline issues. * Review calculations and vendor drawings. * Develop, update, and monitor project discipline schedules, budgets, and staffing forecasts including Work Process tools (e.g., Project Schedule and Earned Value). Required Qualifications and Education * 5+ years of electrical systems design experience in a consulting organization. * BS degree in Electrical Engineering or Technology. * Working knowledge of single line diagrams, schematics, PID's, and application of NEC. * Experience with Front End Engineering and Design or Front-End Loading studies. * Experience with power distribution If you are ready for your new Position and Qualified we want to talk to you. Please share your resume and best time to reach with: Kristie at kharnish@blackrockres.com #LI-KH1
    $71k-93k yearly est. 24d ago
  • Associate Market Executive

    UBS 4.5company rating

    Kenwood, OH job

    Your role As an Associate Market Executive, you will be responsible for assisting with the day-to-day management and business growth within the Ohio, Indiana, and Kentucky Market. We're looking for an Associate Market Executive to: * Drive business growth and assist with the management and development of Financial Advisors * Manage and resolve escalated issues, including those that are financial, reputational, compliance, supervisory, operational, and HR Governance risks * Coach all team members, getting them the right training and making sure development measures are results-oriented and transparent * Assisting with running regular sales meetings, focusing on implementing growth initiatives, evaluate progress and create action plans to address underperformance Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 5-7 years of experience with a leading financial institution * proven experience creating strong partnerships * series 7, 66 and 9/10 * motivated, self-directed and driven * skilled at creating a positive business culture About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $90k-129k yearly est. 39d ago
  • Senior Regional Consultant - Global Platforms/Wealth Management

    MFS Investment Management 4.8company rating

    Remote job

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Senior Regional Consultant - Wealth Management will sell MFS Investment products and services through Enterprise RIA firms, Bank Trust, and Private Bank intermediaries in California, Nevada, and Hawaii. WHAT YOU WILL DO Conducts sales meetings and manages territorial sales efforts with investors at Enterprise RIA firms, Bank Trusts and Private Banks to promote MFS products and services. Develops and implements sales strategies and ensure these align with MFS company goals, our purpose, and priorities. Demonstrates expertise in technical financial sales. Serve as single point of contact and subject matter expert to MFS clients. Responsible for managing and responding to their needs in a timely manner. Develops and implements relationship strategies with clients. Works with all areas of the MFS Sales team including Internal Sales, Client Service, Product, Marketing and compliance to execute on the territory business plan. Provides top quality service to accounts to ensure growth and retention of assets and clients. Builds sales by identifying and prospecting new producing firms. Identifies and develops new relationships within the region. Engages regional partners at major RIA custodial forms to help foster new business relationships. Ensures all data on clients in the region/territory are recorded and correct; maintains and updates appropriate CRM systems and stores documentation in C360 so it is accessible to all. Represents MFS at appropriate forums, e.g., industry conferences, regulatory events and client events as needed and communicates information to wholesalers and home office personnel. Build strong sales skills and keeps abreast of industry trends through interaction with corporate team, training, continuing education requirements, and sales meetings. Continually keep up to date on local regulatory framework and changes as well as country specific items that impact the territory/region. Ensures compliance with all internal MFS regulations and external regulatory requirements, policies and procedures, including distribution of approved literature to financial intermediaries. Adheres to timely submission of expense reports. Assumes additional duties as required. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent experience. 8-12+ years of related experience required. Strong interpersonal, communication, and leadership skills. Strong analytical, organizational, selling, and presentation skills. In depth product and industry knowledge. Ability to meet extensive travel requirements. Ability to balance personal territory production with management responsibilities. REQUIRED LICENSES/CERTIFICATIONS Position requires FINRA Series 7 and 63 licenses. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE CIMA, CFA preferred. #LI-JN1 Base Salary: $75,000.00 This position is eligible for competitive commission pay. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.
    $75k yearly Auto-Apply 6d ago
  • Structural Superintendent

    Blackrock Resources 4.4company rating

    Lordstown, OH job

    Title: Structural Superintendent Type: Direct hire Salary: $120K - $150K Structural Superintendent to lead field execution of structural concrete and steel scopes on large-scale industrial, manufacturing, and EPC projects. Responsibilities * Lead all structural construction activities, including foundations, slabs, pits, embeds, rebar, formwork, shoring, and structural steel erection * Supervise subcontractors and field crews to ensure safe, efficient, and quality execution * Review and interpret structural drawings, shop drawings, and specifications for constructability * Coordinate inspections, testing, and quality control related to concrete and steel work * Participate in look-ahead planning, short-interval scheduling, and EPC coordination meetings * Document daily progress, photos, and reports using construction management systems * Coordinate structural work with other disciplines (civil, MEP, process) through turnover Qualifications * Bachelor's degree in Construction Management, Engineering, or related field preferred * 10+ years of experience as a Structural Superintendent or Superintendent on industrial, manufacturing, data center, pharmaceutical, or EPC projects * Strong experience with structural concrete and structural steel means and methods * Ability to read and interpret structural drawings and specifications * Knowledge of industrial construction safety standards and quality control processes * Proficiency with Procore, MS Office, and construction technology tools * Willingness to work project-based assignments and extended schedules as required No visa sponsorship, visa transfer, or student visas available for this position #LI-AD1
    $120k-150k yearly 14d ago

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Fidelity Investments may also be known as or be related to FMR Co., FMR LLC, Fidelity Investments, Fidelity Investments Inc and Fmr Corp.