Finance representative jobs in Stoneham, MA - 491 jobs

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies Location: Hybrid Schedule Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Investment Banking Vice President, Technology - San Francisco page is loaded## Investment Banking Vice President, Technology - San Franciscolocations: San Francisco: Bostontime type: Full timeposted on: Posted 5 Days Agojob requisition id: REQ101690*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are seeking an experienced Vice President to join our Technology team in San Francisco.**Primary Responsibilities:*** Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations* Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections* Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services* Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector* Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing**Required Skills & Experience:*** Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level* Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector* Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills* Ability to effectively adapt to and address changing client and firm needs**Education:*** An MBA from a top-tier business school or equivalent investment banking experience* Five or more years of relevant work experience**Expected Salary:** $250,000 USD*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr

As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers. At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us. The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value. : * Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing. * Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required. * Represent and be the lead for Supply and Trading on various projects and opportunities. * Prepare and present management reports as needed. * Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness. * Prepare and present risk/return reports on opportunities and analysis as necessary. * Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc. * Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets. * Support Supply and Trading on acquisitions and larger projects. Additional Job Description: * Exceptionally strong interpersonal and communication skills * Outstanding ability to work collaboratively * Excellent attention to detail * Excellent time management and multi-tasking skills * Proficiency with Microsoft Excel * 5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending. * Previous experience supplying marketing. * Knowledge in refinery operations a significant plus. * Strong industry knowledge and relationships with counterparts. * Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus. * Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus. * Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands * Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously * Willingness and desire to learn new skills and take on new responsibilities * Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field Pay Range: $182,300.00 - $291,500.00 The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors. Our Commitments to You * Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development. * Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support. * The Road Ahead - We offer 401k and a match component! * Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service. What to Expect From the Hiring Process (old GPS of the Interview Process) We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you. A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match. Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward. Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK. * Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent. Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at *********** * As at 30 September 2025 Purpose of the role As Quantitative Trader, you will help manage our systematic quantitative strategies and develop a best-in-class trading platform for the firm. You will be part of a multi asset systematic trading team with a focus on trading Equities. Responsibility will be primarily on that of the US, Canada and Latin America markets. Specific responsibilities Trading of US / Canadian / Latam (cash equities, futures, FX, options) Member of Boston based Electronic Markets Trading Team responsible for systematic trading strategies for all US / Canada / Latam markets Contribute to improvements across signal development, portfolio construction, risk management and trading Drive development of our trading platform, infrastructure and technology Use qualitative and quantitative analysis to improve performance of our systematic strategies Monitor live trading and respond to changing market conditions when necessary Develop and maintain relationships with our counterparties Determine appropriateness of execution venues for various trades Assist in various proprietary algorithm enhancements and algo experimentations Key competencies 3-5 years of equity quant trading experience Systematic trading of FX, Futures, Options experience also considered Detailed understanding of Americas market microstructure (Developed & EM) Expertise in a high-level programming language such as Python or R Technical skills related to trading / order routing / transaction cost analysis Ability to multitask in sometimes stressful environment Excellent written and verbal communication skills Analytical mindset Bachelor's degree required in Computer Science, Statistics, Engineering, or related quantitative field The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time. US Pay Range$150,000-$180,000 USD Inclusion, Work-Life Balance and Benefits at Man Group You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity. You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering. Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance. Equal Employment Opportunity Policy Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws. Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.

As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global. The role will also include commercial analysis for new trading / supply assets, in terms of both new businesses and M&A opportunities. The ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers. At Global Partners, business starts with people. Since 1933, we've believed in taking care of our customers, our guests, our communities, and each other-and that belief continues to guide us. The Global Spirit is how we work to fuel that long term commitment to success. As a Fortune 500 company with 90+ years of experience, we're proud to fuel communities-responsibly and sustainably. We show up every day with grit, passion, and purpose-anticipating needs, building lasting relationships, and creating shared value. : Daily ownership and profitability of book of business, and full responsibility to procure the most cost effective product for marketing. Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required. Represent and be the lead for Supply and Trading on various projects and opportunities. Prepare and present management reports as needed. Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness. Prepare and present risk/return reports on opportunities and analysis as necessary. Find and negotiate new exchanges, term purchases, rack deals, throughputs, etc. Find and implement strategies to increase Supply's profitability, work to grow the business in both current and new markets. Support Supply and Trading on acquisitions and larger projects. Additional Job Description: Exceptionally strong interpersonal and communication skills Outstanding ability to work collaboratively Excellent attention to detail Excellent time management and multi-tasking skills Proficiency with Microsoft Excel 5-10 years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending. Previous experience supplying marketing. Knowledge in refinery operations a significant plus. Strong industry knowledge and relationships with counterparts. Back office experience in credit, risk management and finance. Previous experience in Right Angle/Solarc a significant plus. Knowledge of Political legislation NEFI, NORA, RFS2, EPA and State regulations a strong plus. Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously Willingness and desire to learn new skills and take on new responsibilities Bachelor's Degree Master's Degree In finance, accounting or related field Master's in business administation or related field Pay Range: $182,300.00 - $291,500.00 The pay range for this position is outlined above. The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors. Our Commitments to You Coins! We offer competitive salaries and opportunities for growth. We have an amazing Talent Development Team who create trainings for growth and job development. Health & Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support. The Road Ahead - We offer 401k and a match component! Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service. What to Expect From the Hiring Process (old GPS of the Interview Process) We value passion and potential. Please apply if you're qualified and interested-we'd love to hear from you. A member of our Talent Acquisition team will review your application and may connect you with the hiring manager if your experience is a strong match. Interviews are conducted virtually and in person, depending on the role. We'll provide more details about next steps if selected to move forward. Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************ or 781-7GP-WORK. *Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

It's an exciting time to be at Hanscom Federal Credit Union! As a member of our Branch Network, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members. Who we are - Hanscom Federal Credit Union Members-first - our members are our top priority. We make business decisions with our members at the top of mind. Integrity - we're honest and committed to doing what's best for our members and our company. What is right isn't the same as what is easy. Teamwork - we are in this together and we all benefit from our success. Innovation - we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes. Empathy - we understand that communication starts by listening, understanding diverse perspectives, and caring about others' sustained success. What we offer $25.02/hr - $31.28/hr Compensation for this position will be determined based on the candidate's experience, skills, and qualifications. Final pay may vary depending on factors such as prior experience, expertise, and specific requirements of the role. We are committed to offering competitive compensation and will discuss the final pay rate with candidates should an offer be made. A full-time, permanent position that will reward you through a competitive incentive program. Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits. We are committed to fostering career growth and development - when you join our organization it's not just a job. We look to develop your skills aligned to our business needs and help you progress in your career. Who you are - Financial Representative You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected. What you'll do Ensure personal operations (assigned cash drawer, assigned member document processing, etc.) are conducted in alignment with operational compliance standards. Participate in and complete the credit union's defined Financial Wellness certification program to achieve, maintain and apply a rigorous Financial Wellness certification Deliver high quality, consistent member service Responsible for achievement of personal sales goals, including referring members for Financial Wellness Coaching to certified coaches. Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing. Assist in ensuring in-branch compliance with Credit Union service levels. Expected to have a full understanding of all in-branch service functions including account opening, loan application processing and transaction processing. At the request of the Manager, participate in business development events. Other duties as assigned Experience 1+ years of similar or related experience, including preparatory experience. Education/Certifications/Licenses A high school degree or equivalent Interpersonal Skills A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. PHYSICAL REQUIREMENTS Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. MENTAL AND/OR EMOTIONAL REQUIREMENTS Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. ** Must be authorized to work in the US **

JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. The Position We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts. This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the “business” of the department and provide in-depth, action-oriented insights into our trading capabilities and activities. Responsibilities Principal responsibilities will include, but are not limited to: Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management. Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities. Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts. Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market. Remaining informed of new product developments. Fostering new trading relationships and leveraging existing relationships. Monitoring and improving efforts to enhance efficiency while mitigating risk. Qualifications A successful candidate should have the following qualifications: Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive. Ability to work quickly and accurately in a fast-paced, dynamic environment. Demonstrate a high degree of accuracy in his/her work. Work well in a team oriented environment. Strong organizational and communication skills. Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day. Strong analytical skills and an ability to apply those skills in a highly practical fashion. An attitude and practice of proactive idea generation and continuous review and improvement of our processes. Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority. Strong quantitative skills, programming experience would be additive. A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency. Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment. Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ********************************** . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 120,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

We have an exceptional opportunity for Automotive Finance Professionals with our award-winning Volvo Danvers Dealership. The Finance Representative is responsible for producing revenue for the dealership by selling finance and insurance products and other appropriate after-sale items to new- and used-vehicle customers. Responsibilities include but not limited to: · Sells financing, warranty, and other products to customers as approved by the Village Automotive Group. · Provides our customers with thorough explanation of aftermarket products and extended warranties · Establishes and maintains good working relationships with several finance sources, including the manufacturer. · Processes finance and lease deals accurately and fairly through financial sources to secure approval. · Conducts business in an ethical and professional manner. · Processes all federal, state and dealer paperwork related to vehicle transaction. · Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments. · Completes necessary paperwork for vehicle sales and leases in a timely and efficient manner. · Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting. · Provides sales force and sales managers with current information about finance and lease programs continually. · Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income. · Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals. · Works closely with general sales manager to establish sales department goals and objectives and ensures that they are achieved. · Must be able to work the last day of the month even if it falls on a day off · Maintains a professional appearance and a clean and professional work environment. Requirements: · At least 1 year of Dealership Finance · Minimum PRU of $1500 · Minimum 3 years as a dealership sales person. · Applicants must show integrity and a commitment to excellence · Strong organizational and math skills. Benefits: · Paid Vacation Time · Medical and Dental Insurance with over 50% Employer Match · 401(k) Match · Vision Insurance · Life and Disability Insurance · Flexible Spending Account · Employee Purchase Program · Company-paid outings At Village Automotive Group, we never lose sight of the fact that our tremendous success is the result of many individual efforts. It's why we give our team members the acknowledgement, rewards, and respect they desire. In return, they provide our customers the kind of treatment they deserve-making Village Automotive Group a trusted name in the community for more than 60 years. We offer an enjoyable environment where your input is valued. If you have been searching for a career for the long haul, put yourself in the driver's seat and steer your career in a new direction. For more information about Village Automotive Group and the benefits it offers its employees, please visit us online at *************************

The Moody Street Group, LLC , a general agency, of The Companies of OneAmerica , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC , with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates. We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction. We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients. Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program. New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry. We offer competitive compensation. We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR

Residency Requirement Employees must be Boston residents on their date of hire and for the duration of their employment subject to BWSC policies and collective bargaining agreements. Provides a variety of financial functions, as well as administrative support for the Finance department within the Commission; performs general accounting work, budgeting, accounts payable, accounts receivable administrative, and all other related duties for all financial activities. Responsibilities Essential Functions: (The essential functions or duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.) Reviews automatic meter reading reports, analyzes consumption trends, and calculates adjustments as needed. Reviews and processes adjustments to accounts. Research disputed matters on accounts to determine necessary adjustments and abatements. Notifies customers of adjustments and abatement results. Enters adjustments in computerized billing system. Processes lien applications and schedules sale readings with customers. Coordinates investigations with revenue protection department. Calculates, processes and files Lien Certificates. Processes approved discount applications. Provides booth coverage and security. Researches and resolves water and sewer account issues. Reviews and resolves questions received from Customer Service or Collections regarding refunds, transfers and payment applications. Communicates with bank representatives to request copies, credit memos, debit memos and resolve bank errors. Downloads online payment files and maintains online payment journal. Interacts with customers and other employees to properly process payments. Assists in training of other staff. Reviews credit balances for refund and transfer approval. Accepts cash and check payments from customers at cash booth. Trains new cashiers and ensure procedures are followed. Processes non-purchase order and purchase order invoices; prepares purchase order invoices payment by matching to corresponding PO paperwork and proper approvals. Resolves all internal/external inquiries; assists supervisor in reconciliations and journal entries as necessary. Reviews the meter reading error warning list and makes necessary corrections. Reviews and accepts or rejects the billing register prior to bills being printed. Prepares bills and postage summary for mail house. Opens/closes/prints work orders for field investigations or meter and MTU replacements. Prepares, copies, files, sends, and handles customer response to various types of notices and letters regarding access to meters, consumption and termination of water service. Maintains various files and logs, including hard copies, scanned files, and digital photos. Dispatches and logs calls for field employees. Scans and processes W-9 forms as required and tracks new vendor addresses. Receives, sorts, opens and redistributes mail. Records deposits and prepares total daily reports. Processes returned payments and communicate with customer if necessary. Cashes out at end of shift and prepares armored car pickup. Performs special projects and related duties as assigned. Performs similar or related work as required, directed or as situation dictates. Qualifications Recommended Minimum Qualifications: Education, Training and Experience: High School Diploma or equivalent required; Associate's Degree in Accounting or related field preferred. One to two (1 - 2) years of experience in Customer Service or Accounting, preferably in the public sector dealing with local government. Any equivalent combination of education, training, and experience. Knowledge, Ability and Skill: Knowledge: Basic knowledge of various accounting, Accounts Receivable, Accounts Payable, and Collections functions; familiarity with BWSC regulations and related requirements, practices and terminology; thorough knowledge of departmental operations; familiarity with accounting principles and procedures; working knowledge of software applications; experience with General Journal entries preferred. Ability: Communicate effectively and tactfully with staff and the public; compose correspondence; prioritize and complete multiple tasks at one time with frequent interruptions; think analytically; operate a computer with intermediate skills using software programs for word processing, database, spreadsheets and other software as required by the position; maintain and create spreadsheets and records; use automated accounting systems. Skill: Excellent customer service skills; strong organizational skills; strong analytical skills; skills in all of the above listed tools and equipment. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is frequently required to sit, communicate, and hear, is occasionally required to walk, and must be able to handle or feel objects, tools, or controls and reach with hands and arms. The employee must occasionally lift and/or move objects weighing up to 10 pounds. Vision and hearing at or correctable to normal ranges. This position requires the ability to operate a keyboard and calculator at efficient speed. Supervision: Supervision Scope: This position performs various duties requiring a thorough knowledge of departmental operations and the ability to complete assigned tasks according to established procedures and protocol. Supervision Received: Works under the general direction of the department manager, generally sets own daily work plan; escalates questions or issues as necessary to supervisor. Supervision Given: None. Job Environment: Work is performed in an office environment. Majority of work is performed in a moderately quiet work environment. Operates computer, printer, telephone, copier, fax machine and all other standard office equipment. Makes frequent contact with other departments, the general public and auditors. Errors could result in delay or loss of service, and have potential legal and/or financial repercussions. Affirmative Action/Equal Employment Opportunity Employer

Job DescriptionRole: To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish. Essential Functions & Responsibilities: - Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information.- Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information.- Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions.- Respond to all telephone and/or E-mail correspondences on the same day as they are received.- Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs.- Assures that appropriate records are maintained and required reports are prepared. - Performs other related duties, as assigned. Knowledge and Skills: Experience Previous Member/Customer Service or Financial Service Experience, required Cash Handling Experience, required Previous Lending Experience, is a plus Education A high school education or GED Post-secondary education, desired Interpersonal SkillsWork involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills * Sales Acumen * Strong Computer Skills * Good Communication Skills * Detailed Oriented * Ability to Multi-task * Problem Solving Skills, essential * Organizational Skills * Attention to Details * Basic Math Skills * Ability to work independently and part of a team Physical Requirements* Ability to sit for long extended periods of time * Ability to bend, twist, squat and reach Work EnvironmentMember facing/Fast Paced/Team Oriented Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at ************ for other options to apply.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Job Description Join Our Team as a Financial Service Representative Location: Danvers, MA | Full-Time Do you have a passion for helping others reach their financial goals? Want to turn your passion for helping people into a rewarding career at BrightBridge? We're looking for a Financial Service Representative to serve our Danvers members, with the ability to travel to other branches as needed. In this role, you will deliver accurate, complete, and comprehensive in-person and digital service, assist with loan processing, and deepen member relationships through personalized support and product recommendations. If you're looking to start or continue your career in banking with a team that values your contributions, we'd love to meet you! Why You'll Love Working Here A collaborative team culture where your contributions matter Ongoing training and career development opportunities Competitive pay, benefits, and the chance to grow with a supportive organization The satisfaction of making a real difference in your community every day What You'll Be Doing (Your Responsibilities) Maintains a working knowledge of all products and services offered by the Credit Union. Performs all sales and service activities necessary to meet the assigned quarterly goals while creating an exceptional member experience. Focused on relationship deepening by creating member interest in additional products and services. Demonstrates willingness and openness to coaching while striving for excellence in sales and service execution. Maintains a working knowledge of all products and services offered by the Credit Union including but not limited to periodic promotional offerings. Maintains a working knowledge of all electronic delivery channels in order to assist members with access and use of online banking, bill pay and the mobile application. Originates and closes all loan types via direct member contact, telephone, mail and fax applications. Uses loan processing system to create approved documents for funding and disbursement. Ensures that all conditions for approval are met, obtains all required documentation, and disburses loans via direct member contact or mail. Demonstrates full knowledge of applicable state and federal regulations and laws. Performs all the duties and functions for the ATM/Debit card issuance, including all new, reissues, and maintenance on the system. Promotes, refers and sells additional third party products as determined by the Credit Union. Function as a Membership Officer in the Branch, as approved by the Board of Directors. Handles opening and closing of all account types and completes all proper documentation. Cross trains on all teller line functions to provide backup assistance in this area when deemed necessary by the Branch Manager. Assists Call Center with resolution of member issues on a daily basis. Adheres to all aspects of the Credit Union Bank Secrecy Act policy and procedures. Fills in at other branches as requested. What We're Looking For (Your Qualifications) Minimum of high school diploma or equivalent is required. Minimum of two years Customer Service experience preferably in a financial institution. Strong interpersonal, written/verbal communication and organization skills required. Demonstrated ability to deal effectively with members and staff is essential. Experience with personal computers in a windows environment including Outlook, Excel and Word. Flexibility of work hours and proven reliability/dependability required. Must be able to handle multiple tasks effectively and accurately. Must have excellent cross-selling and problem solving skills. Must possess a professional and positive attitude and image to all of our members, at all times. Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).

It is the responsibility of the Banker I to represent Middlesex Savings Bank to the public and to their colleagues, and to promote the Bank's core values and mission. They accomplish this by focusing on the customer experience, operational excellence, achievement of performance goals, solid decision making, and a commitment to the success of the Bank and of their team. The Banker I promotes strong customer relationships by conducting a wide array of customer transactions, recommending products and services as appropriate, and assisting customers with questions and problem resolution. Responsibilities Customer Experience - Develops an understanding of customers' needs and expectations, and offers products and services that address those needs and expectations. Develops new business by establishing and growing customer relationships, including utilization of business partners as appropriate. The Banker I is proficient in all teller transactions, opening of personal accounts, basic business accounts, and domestic wire transfers, among other technical and people skills. Operational Excellence - Ensures quality and accuracy of work. The Banker I possesses a solid basic understanding of the Bank's digital products, as well as our other products and services, and demonstrates sound technical knowledge. They stay informed of alerts and other company communications. Performs all duties in accordance with prescribed compliance, security and risk protocols. Maintains proficiency in regulatory compliance. Complies with all Bank policies including those pertaining to confidentiality, email, and others. Teamwork - Is an engaged member of the branch team; steps up as needed to accomplish team objectives. Supports the branch supervisors in implementing Bank policies, procedures and initiatives and creating a positive work environment. Credibility - Follows through on tasks and assignments, manages time and priorities effectively and demonstrates flexibility. Expresses ideas well and clearly; uses professional written, verbal and electronic communications. Supports branch, division and the Bank's strategic goals. Decision Making - Understands and complies with Bank policies and procedures. Is aware of potential risks, and alerts branch supervisors as appropriate. Makes decisions dependably and consistently in alignment with the values and standards of the Bank. Recognizes warning signs of fraud and escalates appropriately. Miscellaneous - Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Performs other related and unrelated duties as required. Requirements Education High School Diploma or its equivalent is Required some college Work Experience 6-12 months teller or similar customer service-related experience within banking; or a recent graduate of the Banker Trainee Program is Required Knowledge, Skills, and Abilities Must possess knowledge of basic math principles and be able to perform basic mathematical procedures. Demonstrated customer service, sales, organizational, communication, and interpersonal skills. Must possess strong attention to detail. Must possess at least intermediate technology skills, including knowledge of Microsoft Office. Must be able to work extended and weekend hours. Scheduling and work location flexibility required. Must be able to sit for extended periods of time. Must be able to stand for extended periods of time and lift 25 pounds. Licenses and Certifications Must attain designation of Notary Public within 6 months. Required Expected Pay Range The expected annual pay range for this role is $37,927 to $54,024. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Hours and Work Schedule Hours per Week: 40 Work Schedule: M-F Location: Hybrid Schedule Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job Description Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Company Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and financial intermediaries in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. The Position We are seeking to hire a US, Equity Trader to execute orders from portfolio managers and analysts across our US book of business, to include cash and derivatives across local and external markets. This is an execution role, but there is significant opportunity and expectation to add value to client portfolios through collaboration with portfolio managers and analysts. This position is based in Boston and will be situated on the Trading Desk at our offices, which are located at 280 Congress Street. This trader will be working collaboratively with our global trading teams located in Boston, London, and Hong Kong and Singapore. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation, and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs over 60 traders globally and operates in specialized teams according to sectors and products. Our investment and trading activities are conducted on an industry-leading internally developed technology platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house team of managers and quantitative and business analysts, who oversee the "business" of the department and provide in-depth, action-oriented insights into our trading capabilities and activities. Responsibilities Principal responsibilities will include, but are not limited to: * Executing equity transactions, using a mixture of high-touch and low-touch execution methods, for all relevant accounts under management. * Executing orders in a manner consistent with our best execution and risk management practices, as well as our policies and procedures. * Gathering, analyzing, and disseminating market, sector and security information that identifies or creates actionable investment opportunities. * Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of our portfolio managers, strategists, and analysts. * Soliciting potential trade interest from portfolio managers and locating external supply/identifying internal demand for liquidity opportunities in the market. * Remaining informed of new product developments. * Fostering new trading relationships and leveraging existing relationships. * Monitoring and improving efforts to enhance efficiency while mitigating risk. Qualifications A successful candidate should have the following qualifications: * Have a minimum of 3 years' relevant trading experience. Experience trading a wide array of instruments would be additive. * Ability to work quickly and accurately in a fast-paced, dynamic environment. * Demonstrate a high degree of accuracy in his/her work. * Work well in a team oriented environment. * Strong organizational and communication skills. * Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work and manifests itself in double-checking work, stopping to question anything unusual, and frequent reconciliation of work throughout the day. * Strong analytical skills and an ability to apply those skills in a highly practical fashion. * An attitude and practice of proactive idea generation and continuous review and improvement of our processes. * Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority. * Strong quantitative skills, programming experience would be additive. * A pro-technology mindset and the ability to leverage technology to improve effectiveness and efficiency. * Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment. * Strong academic credentials: Undergraduate degree is required; MBA/CFA would be viewed favorably. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************. At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 120,000 - 225,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Role: To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives; provides expertise with respect to more complex Credit Union services; such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish. Essential Functions & Responsibilities: - Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. Opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information. - Remain current in regards to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information. - Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions. - Respond to all telephone and/or E-mail correspondences on the same day as they are received. - Complete IRA and CD transactions; handling "teller transactions", as part of working with the members to satisfy their needs. - Assures that appropriate records are maintained and required reports are prepared. - Performs other related duties, as assigned. Knowledge and Skills: Experience Previous Member/Customer Service or Financial Service Experience, required Cash Handling Experience, required Previous Lending Experience, is a plus Education A high school education or GED Post-secondary education, desired Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills * Sales Acumen * Strong Computer Skills * Good Communication Skills * Detailed Oriented * Ability to Multi-task * Problem Solving Skills, essential * Organizational Skills * Attention to Details * Basic Math Skills * Ability to work independently and part of a team Physical Requirements * Ability to sit for long extended periods of time * Ability to bend, twist, squat and reach Work Environment Member facing/Fast Paced/Team Oriented Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at ************ for other options to apply. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities