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Freedom Credit Union jobs in Springfield, MA

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  • SR UNIVERSAL AGENT

    Freedom Credit Union 4.2company rating

    Freedom Credit Union job in Springfield, MA

    This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties Essential Functions/Position Responsibilities: · Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans, assist in closing both consumer and home equity loans. Review all documentation for completeness and accuracy according to the organization's compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary. · Order the appropriate amounts and types of cash for the branch and maintain proper documentation of all currency received and disbursed. · Maintain overall control and accountability for all vault reconcilement including ATM, coin machine, TCR and Main vault. Periodically audit branch vaults/safes as required by policy. Maintain documentation of audit for monthly reporting to senior management. · Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc. · Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity. · Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary. · Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union. · Open and close the building in accordance with set hours and tests security equipment monthly. · Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Requirements Experience 1 - 2 years previous financial institution experience preferred. Bilingual highly preferred. Education/Certifications/Licenses A high school degree or GED is required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Salary Description Market Value $26.80
    $49k-60k yearly est. 15d ago
  • PT UNIVERSAL AGENT FLOAT

    Freedom Credit Union 4.2company rating

    Freedom Credit Union job in Greenfield Town, MA

    This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member's transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member's needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing of regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties Essential Functions/Position Responsibilities: · Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary. · Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc. · Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity. · Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary. · Contribute to overall success of branch in working towards branch deposit and member goals. Adhere to all service standards set by the credit union. · Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Requirements Experience A minimum of 6 months to one-year previous financial institution experience required including time spent in preparatory position. Bilingual highly preferred. Education/Certifications/Licenses A high school degree or GED is required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. Travel Float positions require the ability to travel to other branches as scheduling needs require. Salary Description Market Value $23.83
    $32k-39k yearly est. 54d ago
  • Director, Cloud Security Specialist

    Fidelity Investments 4.6company rating

    Boston, MA job

    The Cloud Security Center of Excellence within Fidelity Enterprise Cyber Security (ECS) is seeking a cloud or data platforms focused security engineer who has broad security domain knowledge including platform access models, logical perimeter, encryption, compliance, threat modeling and risk mitigation. As part of the team, they will deliver bar-raising security consultation and guidance within various cloud service providers (CSPs) and Fidelity hosted platforms. The ideal candidate should have deep understanding of at least one CSP and the unique challenges of securing cloud workloads and managing the security posture of large scale environments in a DevOps operating model. The Expertise You Have and The Skills You Bring 5+ years of experience in securing infrastructure, platforms, and compliance Proven experience in consulting or advisory capacity Understand and promote security best practices at all levels of the organization Strong understanding of cloud service providers: AWS, Azure, etc. Securing Data Platforms such as Kafka, Oracle, PostgreSQL, etc. Multi-tenant platform or service delivery Continuous Compliance and Auditing methodologies Scripting automation or developing software: Python, PowerShell, NodeJS, etc. Implementing infrastructure-as-code concepts and technologies Exposure to or securing Artificial Intelligence a plus Curiosity and self-starting nature to learn how systems work and integrate; identify risks and opportunities for improvement or innovation; and relentlessly pursue implementation of scalable security solutions Passion for security, innovation, and continuous improvement Adaptability to change and context switching Ability to design future direction of security capabilities and controls Empathy and communication skills to understand and communicate complex subjects with associates of varying business and technical backgrounds Ability to work with global teams Strong understanding of various cloud service delivery models including IaaS, SaaS, and PaaS leveraging technologies including containers; APIs; data systems; and artificial intelligence The Value You Deliver Identify opportunities to improve security posture and execute or influence their implementation in collaboration with security stakeholders, platforms, and application teams Provide thought leadership, influence, mentor and educate others to build secure applications and multi-tenant platforms in public cloud Design, scale, and deploy cloud security controls and services Leverage CI/CD tooling to build security and governance capabilities into DevOps processes Bridge building between security and platform teams to motivate and illuminate the 'What, Why, and How' to solve complex security requirements Provide security guidance and support to technologists building platforms and applications Collaborate with audit and risk teams on risk identification and validation of controls The Team Fidelity Enterprise Cyber Security's (ECS) mission is to protect the firm while enabling Fidelity innovation and application teams to go further, faster. Modern computing paradigms, cloud computing and open-source software offer tremendous potential to accelerate development and drive down costs. We bring together Architecture, Infrastructure, Development Tools, Security, Operations and Program Office functions to build/configure/sustain internal and external cloud infrastructure and platform offerings providing building blocks for application teams. The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Information Technology
    $59k-85k yearly est. 3d ago
  • Vice President, Private Credit Product Manager

    Fidelity Investments 4.6company rating

    Boston, MA job

    The Role In this role you will be responsible for assessing and documenting the requirements for alternative investment products operational ecosystem, including private markets products generally with deep expertise of private credit products. The areas for evaluation will include Fidelity Fund Investment Operations (FFIO). You will provide critical alternatives subject matter expertise and context to accelerate product roadmap and target state operating model. The Expertise and Skills You Bring 12+ years' experience preferred including alternative investment products servicing with an asset manager, audit firm or custodian. Bachelor's Degree or equivalent experience Advanced knowledge of broad and deep operations of private credit products, including broadly syndicated loans and direct lending and requirements related to portfolio transactions for pooled investment funds. In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds. Research skills including the ability to gather information about a topic, review that information and analyze and interpret the details in a way to support a solution. Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines. Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred. CAIA and /or CFA is a plus. The Team The Vice President, FFIO Global Product Solutions will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners. #FFIOAlts #FidelityAlts The base salary range for this position is $125,000-258,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Investment Operations
    $125k-258k yearly 12d ago
  • Design & New Media Specialist

    Ardent Credit Union 3.9company rating

    Philadelphia, PA job

    General Purpose: The Design & New Media Specialist is a versatile and innovative creator, who brings brand stories to life. This role combines strategic thinking with hands-on design execution to deliver compelling visuals, manage web presence and support a variety of campaigns. The ideal candidate thrives in a fast-paced, collaborative environment, embraces new technologies and contributes fresh ideas that elevate the brand. Essential Functions: Design and produce high-quality assets for digital, social media, website and print materials. Manage and maintain the company website (Kentico CMS), ensuring accuracy, accessibility and timely updates. Design, build and deploy branded email campaigns using an email marketing platform. Create impactful internal presentations and graphics to support organizational needs. Uphold brand standards and adherence to compliance rules and accessibility requirements in all creative projects. Partner with marketing colleagues to conceptualize and execute integrated campaigns. Stay updated on design trends, marketing best practices and emerging creative technologies. Lead video and multimedia projects. Contribute to the recording, editing and promotion of the Ardent Exchange podcast. Research and apply emerging design trends, tools and technologies to keep the brand fresh and relevant. Perform other related duties as assigned. Job Requirements (Knowledge/Abilities): Proven professional experience in graphic design, with a strong portfolio spanning digital and print. Advanced understanding of design principles, typography, color theory and visual composition. Hands-on experience managing a website with a CMS (Kentico preferred). Proficiency in Adobe Creative Suite or similar design and editing software. Experience designing within brand guidelines while bringing fresh, creative solutions. Familiarity with email design and platforms. Knowledge of video and photo production (shooting, editing and publishing), a plus. Strong attention to detail, organizational skills and ability to manage priorities under tight deadlines. Excellent communication, collaboration and problem-solving skills. Awareness of accessibility and inclusivity in design. Job Requirements (Education/Experience): Bachelor's degree in Graphic Design or Marketing. Proven experience in graphic design and web design. Minimum three years of experience as a designer required, preferably in the financial services industry.
    $41k-51k yearly est. 2d ago
  • Administrative Assistant / Word Processor

    RKL LLP 3.6company rating

    Reading, PA job

    Why Choose RKL? RKL offers a comprehensive benefits package as well as an ability to work with your day-to-day life. This includes: Hybrid working environment Full medical, dental, and vision coverage Commitment to work life balance Investment and complete buy-in to your career progress, through trainings, mentorships, and advancement Tuition reimbursement 401(k) match Who We Are and What We Do We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients, and our communities. About the Position The Administrative Assistant / Word Processor provides overall administrative support to the Audit service line and is responsible for organizing and preparing necessary documents (financial statements, audit result reports, and letters) for accountants as needed. They ensure financial statements and related reports adhere to firm standards according to policies and procedures in place prior to final release. Responsibilities Format and initial proof financial statements in Word and Excel, including add checking of numbers and ensuring number flow is correct Format and proof audit results reports, agreed upon procedure reports, and various letters Final proof and release all statements, reports, and letters Create secure PDF's of all types of documents using Adobe Bind statements and reports Work with professional staff to ensure a quality product Provide backup for front desk, including mail handling and UPS packages, and greet clients in a professional manner Assist with scanning, copying, and scheduling of meetings Maintain firm documents in adherence to firm policy Work collaboratively to provide support to other team members within the firm Provide exceptional customer service both internally and externally Other duties as assigned Requirements: Associate degree preferred; equivalent experience will also be considered. Minimum of two years' experience in an administrative role. Advanced proficiency in Microsoft Word and Excel, including formatting and document management. Prior experience in the financial or professional services industry is preferred. If you are passionate about the work, you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at ******************************** RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
    $29k-43k yearly est. 5d ago
  • Principal Systems Engineer (CyberArk)

    Fidelity Investments 4.6company rating

    Boston, MA job

    You will be responsible for managing Fidelity's enterprise CyberArk application, supporting privileged credential management for 75,000 associates. Key duties include designing and enhancing access management capabilities, administering production environments, implementing monitoring and upgrades, improving CI/CD through automation, and ensuring disaster readiness. The role operates within an Agile framework, involving sprint planning, prioritization, and continuous improvement initiatives to boost team efficiency and delivery speed. In this role, you will: Administer and operate the CyberArk application in a large-scale enterprise environment. Manage systems and applications on Linux/UNIX platforms. Design and implement cloud-based solutions using AWS or Microsoft Azure. Maintain and optimize networking components including firewalls and load balancers. Develop customized workflows and automated processes for vendor applications. Contribute to system architecture and design efforts. Present technical solutions and updates to both technical and business stakeholders. The Expertise You Have and The Skills You Bring Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline. Minimum of 5 years of experience with CyberArk administration and operations. Proven experience in Linux/UNIX system and application management. Strong understanding of cloud architecture and migration strategies. Solid foundation in networking, including firewalls and load balancers. Demonstrated ability to lead technical initiatives and perform independent system design. Relevant certifications such as CyberArk Defender, Sentry, Guardian, and ISC2 certifications including CISSP, CCSP, or SSCP. Proficiency in CI/CD technologies including Jenkins, Git, Ansible, Chef, Artifactory, AWS CloudFormation, Terraform, EC2, Lambda, Docker/Kubernetes, and AWS KMS. Advanced scripting and automation skills, particularly in PowerShell and CyberArk PACLI. Experience developing automated workflows for vendor applications. Strong communication skills for engaging both technical and non-technical audiences. The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Information Technology
    $89k-180k yearly 3d ago
  • Director, Asset Management Risk Operations

    Fidelity Investments 4.6company rating

    Boston, MA job

    The Role This role will be part of a team accountable for assisting management with developing and implementing controls related to new products, operational processes, and regulatory requirements. The team will lead targeted assessments and be prepared to make decisions on the design and/or effectiveness of the related control environment. There will be a strong focus on Alternative Products (e.g., digital assets, credit alternatives, private equity, real assets). Additional responsibilities include assisting the leadership team with the development of executive presentations and producing project status reports. To successfully execute these responsibilities, the ideal candidate will possess strong controls-building skills and will have a fundamental understanding of the unique challenges related to Alternative Investment strategies. The role will work closely with business partners specifically to assess areas of risk and support the department's goals. The role requires the ability to work effectively with management, strong interpersonal and analytical skills, as well as the ability to prioritize and manage work to completion. The individual will be required to manage multiple projects and deliver high-quality work. The Expertise You Bring • Bachelor's degree required, advanced degree preferred • 8-12 years' experience in financial services or consulting • Project management experience • In depth knowledge of operational risk management and controls development • Knowledge of alternative product requirements and operations • Knowledge of key regulations (Investment Adviser's Act, Sarbanes-Oxley) The Skills You Bring • A self-starter skilled at operating autonomously to achieve results in a dynamic environment • Superb verbal and written communications skills • Must thrive in a dynamic and fluid organization where priorities shift to respond to business needs • Outstanding relationship management and facilitation skills; customer service orientation • Strong collaborator; able to develop and maintain effective working relationships • Ability to partner with and influence others across the organization to assist management in achieving objectives • Ability to build executive level presentations / visualizations Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. The Team Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. Note: Fidelity is not providing immigration sponsorship for this position #FidelityAlts The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Risk
    $110k-222k yearly 1d ago
  • Assistant Vice President - Compliance and CRA Officer

    Bay State Bank 4.1company rating

    Worcester, MA job

    Established in 1895, Bay State Bank is an approximately $500MM, Massachusetts-based mutual Bank. As a Bank owned by a mutual holding company, the Bank is effectively governed by its depositors, and its mutual ownership structure allows it to focus on long-term and community impact rather than short-term profits. BSB has seven branch locations in central Massachusetts. BSB is the only remaining Bank originally headquartered in Worcester, Massachusetts: the second largest city in New England. BSB is a value-driven organization committed to international actions and investments that position the Bank as the communities' preferred choice for Banking. Position Description: Ensures compliance with all banking laws, rules, regulations, and prescribed polices/practices/procedures necessary to reduce risk and uphold ethical standards. The AVP Compliance and CRA Officer will play a major role in the Compliance Management System (“CMS”) and will assist with the compliance and risk management monitoring, reporting, and remediation where appropriate. Ensures the proper compliance training needs are identified and provided to the various business units. Additionally, support the Bank's BSA/AML/CIP/OFAC program as needed. Key Responsibilities: Assist with the Community Reinvestment Act requirements. Assists with the Vendor Risk Management Program. Tracks regulatory changes, assesses how the changes might affect the Bank, and provides recommendations to Chief Risk Officer about necessary policy and procedural chances. Manages compliance monitoring programs based on internal/external risk assessments, audit findings and exam findings. Works with management to create and implement new monitoring programs throughout the organization as part of the CMS. Identifies regulatory compliance weaknesses throughout the organization and work with management to identify root causes, remediation steps, and tracking of the issues. Composes memos summarizing expectations noted, root causes, and present to management. Contributes to the compliance training program. This may include identifying training courses, webinars, etc; however, it may also include creating compliance and risk related training and providing the training through various methods. Alongside the Chief Risk Officer, completes enterprise-wide compliance related risk assessments, including new/modified products and services. Enhances Enterprise Risk Management framework by authoring and managing policies, procedures, risk assessments, etc. Acts as an internal point of contact for compliance related questions and problems. Attends and participates in the Enterprise Risk Management Committee meetings. This includes but is not limited to attending the committee meetings, presenting monitoring exceptions, training updates, and completing tasks for the committee as appropriate. Assists with the outsourced internal audit function, including the coordination of internal audits with audit firm and internal business unit. Additionally, may be responsible for coordinating the request lists with the business units. Assists with the BSA/AML/CIP/OFAC program when needed. This may include completing Verafin generated alerts, completing and submitting Currency Transaction Reports and Suspicious Activity Reports. Qualifications, Education and Experience: In-depth knowledge of state and federal consumer regulations that affect the Bank. This includes but is not limited to TILA, HMDA, RESPA, UDAAP, TISA, etc. A high degree of interpersonal skills necessary to effectively sell the Bank's products and services. Able to use considerable discretion, resourcefulness, and persuasiveness to achieve the desired objectives and results. Strong knowledge of other bank services, policies, and procedures. Demonstrates current knowledge regarding compliance with various financial institution regulations and other job essentials. High School diploma or equivalent required. Minimum of 3-5 years of experience working in banking compliance. Bachelor's degree preferred, but not required. Strong interpersonal skills, problem solving ability and accuracy. Strong written and verbal communication skills. Strong computer skills, knowledge of Microsoft Word and Excel. Demonstrated ability to meet/exceed goals. Ability to work in a fast-paced diversified environment.
    $95k-117k yearly est. 2d ago
  • Principal Python Excel Developer

    Fidelity Investments 4.6company rating

    Boston, MA job

    The Team Our high yield team manages over $100B of client assets and invests in US high yield debt, emerging market debt and a growing list of high yield alternative credit products. As a member of our Labs team, you will collaborate with our high yield team in Boston interacting directly with traders, portfolio managers, research analysts and investment services team to create new and innovative tools. We are looking for a quantitative software engineer with investment domain knowledge to join our AlphaBet Labs Team supporting our High Yield and Credit Alternatives business.. The Expertise You Have Creative problem solver with experience in both financial services and software development in Python. Bachelor's degree in Computer Science or Finance or equivalent work experience. CFA or commitment to work towards completing the CFA designation. Experience with Private Credit, CLOs, High Yield Loans, Bonds and Real Estate a plus. The Skills You Bring You are extremely versatile, comfortable working alongside and communicating with investment professionals as well as developing creative technical solutions in this space. You are robust data analyst comfortable with large datasets, writing queries in SQL and working with investment analytics and statistics. You know how to process, manipulate and analyze data using Python, JavaScript and Excel VBA You are interested in the development process as well as the outcome and will help improve our development and testing approach and deployment infrastructure. You are collaborative and team minded with the ability to mentor and develop younger members of the team. The Value You Deliver Supporting our investment professionals in maximizing their effectiveness as they research markets, make investment decisions and trade. Automating manual processes to save investment professionals time. Supporting new product development with rapid turnaround technical solutions and data analysis to support their rollout. Analyzing our investment and operational data and producing oversight reporting for our divisional leadership. The base salary range for this position is $107,000-216,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Information Technology
    $107k-216k yearly 3d ago
  • Senior Talent Acquisition Partner

    Fidelity Investments 4.6company rating

    Boston, MA job

    The Role We're seeking a driven and experienced recruiter to join our team, focusing on full-cycle hiring of seasoned investment professionals and related roles. In this role, you'll be instrumental in shaping our hiring strategy, promoting thoughtful and equitable recruitment practices, and delivering outstanding experiences to both candidates and hiring managers. You'll help bring the best minds to Fidelity - and support them in building meaningful careers. Partner with global investment teams to lead strategic, end-to-end recruitment efforts. Support the integration of consistent and equitable hiring practices into our recruiting culture. Build consultative relationships with hiring managers to define goals, set expectations, and deliver results. Serve as the primary candidate contact - representing Fidelity's brand, answering questions, and ensuring a smooth process. Proactively source and engage top-tier passive talent aligned with current and future opportunities. Confidently communicate Fidelity's compensation philosophy and manage offer negotiations with finesse. Collaborate cross-functionally with internal teams including compensation, immigration, relocation, HR, and legal. The Expertise & Skills You Bring 5+ years in talent acquisition (in-house, agency or executive search). Strong understanding of the asset management landscape and the skills that drive success. A passion for relationship-building and a natural curiosity to deepen your business knowledge. Appreciation for inclusive and equitable hiring practices. Proven ability to manage multiple priorities in a fast-paced, dynamic environment. Excellent communication skills and confidence in presenting to stakeholders at all levels. Interest in exploring new technologies for sourcing and applicant tracking. Note: Fidelity is not providing immigration sponsorship for this position The Team Fidelity's Asset Management Talent Acquisition team is made up of dynamic associates who help our global investment professionals grow and thrive in their careers. We're passionate about identifying top talent, building strong candidate networks both inside and outside of Fidelity, and cultivating a collaborative and welcoming culture. Our team partners closely with hiring managers to deliver a seamless and strategic recruiting experience - ensuring every candidate has a positive and engaging interaction with Fidelity. Our mission is clear: attract exceptional talent and empower internal mobility to support Fidelity's commitment to delivering the best customer experience in financial services. #FidelityAlts The base salary range for this position is $85,000-171,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Human Resources
    $85k-171k yearly 3d ago
  • Director, Software Engineering (Python, Individual Contributor)

    Fidelity Investments 4.6company rating

    Boston, MA job

    Director, Software Engineering - Asset Management Technology The Role You are an experienced engineer with a deep hands-on experience of systems development, and a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals. You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are skilled at working with senior business, architecture and engineering stakeholders. You enjoy mentoring junior contributors, helping them grow and learn new skills in today's engineering field. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time. This position is for an individual contributor role, meaning that you will not have any direct reports or management responsibilities. This is a very hands on, technical development role where you will be expected to be doing development work with the team. The Expertise and Skills You Bring A Bachelor's or Master's Computer Science or relevant field, with ten years plus of industry experience. Proficient in deploying software products into production capable of handling large volumes of data at scale. Design, develop, and maintain robust, scalable, and secure Python-based applications and services. Strong understanding of Python internals, performance tuning, and advanced language features. Write clean, idiomatic, and well-documented Python code following PEP8 and enterprise coding standards. Optimize Python applications for performance, memory usage, and concurrency. Ability to orchestrate solutions within a cloud-based environment Strong understanding of standard methodologies for large scale application design, SOA, microservices, distributed compute, containers, and use of the cloud. An understanding of how to deliver into production GenAI applications that can reliably process information in open-ended settings. Strong attention to detail with a passion for validation and verification of software components. Excellent communication skills and the ability to work with distributed team members. Comfortable working directly with internal customers and business stakeholders. The Team We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management - analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts - e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks. The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Information Technology
    $126k-255k yearly 3d ago
  • Business Systems Analyst

    Compintelligence, Inc. 4.2company rating

    Boston, MA job

    The Business Systems Analyst will provide applications support and day-to-day operational assistance with the main ERPs. They will work with application vendors, property managers, operational, finance and accounting teams, asset management teams and other IT staff to ensure that company operations are properly supported on the various platforms. This role will support both internal and external users through a variety of activities including but not limited to system updates and enhancements, configuration updates, training, documentation, diagnosing root causes and remedial actions. The winning candidate will possess strong organizational skills, along with a strong sense of commitment, responsibility, and sound judgment. They should demonstrate a collaborative approach and the capacity to adapt effectively within a dynamic work environment. This candidate should be a strategic thinker; effectively understand the business needs, clearly articulate technical requirements and research and identify potential solutions. ESSENTIAL JOB FUNCTIONS The primary responsibilities of this position include but are not limited to: Maintain the integrity and configuration of the ERP to support business critical processes Act as technical product owner for several ERP modules Act as a liaison between internal and external stakeholders to support business processes enabled by the ERP Implement configuration changes and application enhancements using structured methodology Conduct structured testing of changes or work with QA teams and business users to ensure testing processes follow organization standards Support and directly execute day-to-day processes including: Document & Maintain Access Control ETL management Import/Export Month-end processes Property & Fund Budget updates Support Property & Fund Accounting with general ledger and variance analysis of monthly financial statements ensuring data accuracy Assist with providing financial information needed for compliance, regulatory filings and various ad-hoc reports Provide end-user support by addressing support tickets for internal and external stakeholders Partner with internal and external support teams to ensure best practices are implemented within the ERP Prepare and maintain documentation to support system administrative functions, procedures and processes OTHER JOB FUNCTIONS Performs duties as assigned. TECHNICAL SKILLS AND EXPERIENCE Most important: Experience supporting and troubleshooting ERP applications, working closely with business users in the system of records Experience working on projects in collaboration with various stakeholders Experience documenting application training materials and operating procedures Experience using tools to define and document business requirements, user stories and test cases Experience developing, overseeing and performing testing against product updates, enhancements, plugins Important: 1+ years prior experience with the following Yardi Modules is highly desired but not required: Voyager Core (GL, AP, AR) Investment Accounting Commercial Job Cost + Construction Manager Advanced Budget & Forecasting + Forecast Manager Deal Manager Fixed Assets Manager Experience with system integrations Understanding of database fundamentals Experience with basic SQL knowledge Desirable, but not required: Experience with visual modelling tools including UML Experience having worked using structured software engineering methodologies, frameworks and tools including Agile/Scrum (or similar) methodologies Experience working on cloud enabled solutions such as Microsoft Azure NONTECHNICAL SKILLS Most important: Strong communication and interpersonal skills to work within a team environment Creative thinking and problem solving Takes initiative and is a self-starter Can work and collaborate effectively remotely Strong Prioritization skills Important: Experience with appropriate organization complexity Experience with appropriate organization size Strong writing, presentation, and documentation skills EDUCATION Undergraduate degree in Computer Science, Finance or equivalent work experience
    $75k-108k yearly est. 1d ago
  • Lead Customer Experience Consultant

    Aegon 4.4company rating

    Philadelphia, PA job

    Job Family Customer & Business Quality Assurance About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Responsible for leading projects that uncover and translate customer feedback into actionable insights that shape strategy, improve experiences, and drive business outcomes. Leveraging deep expertise in qualitative and quantitative CX research, this role leads cross-functional and translates them into recommendations. They serve as the voice of the customer-whether that's a consumer, agent, advisor, or policyholder - ensuring that customer needs are embedded in decision-making across the organization. Responsibilities * Advocate for customer-centric thinking across the organization. * Develops strategy and lead projects / teams to develop business and customer cases that enhance understanding of the customer and help drive experience improvement. * Consult and partner with department leaders and multifunctional teams to develop the customer experience strategy across multiple channels. * Design, execute and analyze mixed research methods to deepen understanding of customer's experiences, pain points, needs and behaviors. * Synthesize and present research insights to all levels of the organization, inspire and recommend design improvements to address customer's needs and enhance their experience. * Help stakeholders define and establish criteria and KPI's for assessing implementation success. * Monitor and measure key touch points within the user/customer journey, through all channels. * Provide ongoing guidance and support to teammates and stakeholders representing the voice of the customer. * Document business requirements, processes and procedures to ensure program integrity. * Provides direct or indirect management of other CX Consultants * Expert in the fundamentals of customer experience research Qualifications * Bachelor's degree in marketing, business, communications, or related field * Ten years of experience in customer experience (CX) and/or service design experience, management consulting, market research, innovation or related * Three years of years managing/facilitating multi-disciplined teams * Experience independently leading various customer research methodologies, and embody a solution focused approach * Ability to influence and persuade stakeholders at all levels of the organization * Expert change management skills and the ability to set priorities around constant change * Expert knowledge of key CX and UX concepts, drivers and trends in CX * Expert experience leading facilitated sessions in customer journey mapping and service blueprinting * Expert qualitative, quantitative and analytical skills with ability to see patterns in data and tell stories with the findings * Excellent verbal, written, visual presentation (PowerPoint) and interpersonal skills * Ability to accept new challenges/responsibilities, quickly learn and embrace new concepts * Moderate in-depth interviews and/or focus groups. * Proficient using MS Office tools and CX tools/software Preferred Qualifications * Experience with Qualtrics and User Testing * Previously worked in a Financial Services or regulated environment Working Conditions * Hybrid (core locations; Denver, Baltimore, Cedar Rapids, Philly) The Salary for this position generally ranges between $103,000 - $120,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $103k-120k yearly Auto-Apply 7d ago
  • Global Equity Trader

    Brown Advisory 4.9company rating

    Baltimore, MD job

    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office. Core responsibilities include, but are not limited to: As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to: Global Trading Execution and Strategy * Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios * Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader * Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones * Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk * Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers * Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform Strategic Relationships and Market Intelligence * Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives * Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools * Stay current on global market structure developments, regulatory changes, and trading innovations * Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps * Serve as escalation contact for colleagues with trade related questions that require complex solutions Trading Oversight and Governance * Assist with management of CSA budget and bundled research arrangements * Produce and be able to present on quarterly best execution and board reporting * Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires Qualifications * 10+ years of global equity trading experience across global markets and managing firm risk * Proven leader and self-starter requiring limited oversight * Ability to work rotational overnight shifts to support global trading operations * Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies * Collaborative and proactive mindset with strong interpersonal skills * Comfortable working in a fast-paced, deadline-driven environment * Familiarity with compliance regulations regarding best execution and fair allocation practices * Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses * Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred * Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics We are looking for individuals with the following characteristics: * Strategic thinker with a passion for global equity, capital markets, and ETFs * Demonstrable history of success in former roles * Flexible and adaptable * Detail oriented with strong analytical skills * Superior communication skills * Ability to maintain composure and focus through stressful situations * Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations * Easily viewed as a trustworthy and dependable team player * Self-confidence * Fair and balanced in negotiating complex situations * A focused, dedicated, entrepreneurial, open-minded personality Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.
    $175k-200k yearly Auto-Apply 2d ago
  • Exam Proctor

    Drexel 4.0company rating

    Philadelphia, PA job

    The Office of Assessment & Evaluation at Drexel University College of Medicine (DUCOM) is seeking dedicated and detail-oriented individuals to join our team as Exam Proctors. This role is critical to ensuring the integrity and smooth administration of exams for medical students. As an Exam Proctor, you will uphold standardized testing protocols, create a secure testing environment, and provide professional support during assessments. This temporary, per diem position is ideal for those seeking flexible, part-time work in a dynamic academic environment. Essential Functions Proctors all examinations Years 1-3 including the in-person NBME Shelf Exams at the end of each Block (every 4 weeks plus make up dates). In persona attendance on specified dates mandatory. Ensure that students with disabilities receive their approved accommodations and that the integrity of exams is maintained. Assist in the preparation of exams for students. Assist in the drafting of memos, letters, and basic documents required. Collect, organize, and secure all testing materials at the end of the exam session. Verify and document the identity of test-takers in compliance with NBME and DUCOM's policies. Address and report any irregularities, technical issues, or violations of testing protocols promptly and professionally. • Provide excellent customer service to students, faculty, and staff. Other duties as Assigned. Required Qualifications Minimum of HS Diploma or GED . Minimum of Seven or more years of demonstrated work experience in educational or medical setting highly considered in lieu of college degree. Proficient in current Windows platform required. Proficient in MS-Word, MS-Excel, required. Proficient in computerized calendars and e-mail systems required. Excellent understanding of standard computer applications: word processing, database, and spreadsheet. High energy level and ability to work with minimal direction required. Excellent organizational, interpersonal and communication skills required. Must possess a well-developed sense of composure under stressful situations. Superior grammar, spelling and punctuation required. Excellent proof reading and editing skills. Ability to draft memos, letters, and basic documents required. Attention to detail required. Preferred Qualifications Ability to work collaboratively with other proctors and staff from the Offices of Assessment & Evaluation and Curriculum. Sensitivity to the diverse needs of medical students, including those requiring testing accommodations. Consistently present a respectful, approachable, and authoritative demeanor to establish a secure testing environment. Dependability and punctuality in fulfilling scheduled responsibilities. Willingness to handle unexpected challenges or disruptions during exam sessions. Physical Demands Typically sitting at a desk/table Typically standing, walking Lifting demands ≤ 25lbs Location University City - Philadelphia, PA Additional Information This is a Part-time temporary position classified as non-exempt. The pay offered is based on the successful candidate's qualifications and experience, department budget, and an internal equity review. For information about benefits, please review Drexel's Per Diem/Casual/Temporary Benefit Fact Sheet. Special Instructions to the Applicant Please make sure you upload your CV/resume and cover letter when submitting your application. A review of applicants will begin once a suitable candidate pool is identified.
    $23k-34k yearly est. 60d+ ago
  • Associate Consultant - Industrial Hygiene (Pharmaceutical & Lab)

    BSI Consulting 4.5company rating

    Boston, MA job

    BSI Consulting Services is a trusted and agenda-shaping partner providing ‘best practice' technical, regulatory, and business expertise and intelligence for our clients' most critical EHS, Supply Chain, and Digital risks and opportunities to achieve greater resilience, impact, and future-readiness. About the role: BSI is looking for a strong, technical Industrial Hygienist to join our dynamic EHS team in the vibrant Boston, MA area. The ideal candidate will have 3-5 years of hands-on IH experience, with the proven ability to independently perform exposure assessments, plan and execute sampling strategies, and analyze and report results using sound statistical methods. This full-time Associate Consultant role is based at a high-profile biopharmaceutical laboratory and research facility, offering the opportunity to apply your expertise in a fast-paced, innovative environment. You'll be supported by a collaborative team and enjoy comprehensive benefits while helping world-class clients enhance their safety and environmental practices. Key Responsibilities: Perform technical industrial hygiene assessments, including air, noise, and chemical sampling. Plan and execute exposure monitoring studies, selecting appropriate methodologies and equipment. Conduct data analysis and statistical evaluation of sampling results; prepare detailed, defensible reports with actionable recommendations. Manage laboratory inspections, document unsafe conditions, and collaborate with staff to develop JHAs and identify project-specific risks. Lead incident investigations and implement corrective actions to ensure continuous improvement in safety performance. Organize safety meetings with senior leadership to proactively address hazards. Oversee chemical management processes, including new chemical approval, storage, segregation, and compliance checks. Conduct periodic hazardous chemical inventory reviews and lead compliance initiatives. Deliver lab safety training (e.g., BBP, Safe Start) to new hires and current employees. Lead Large Quantity Generator waste management program and develop contingency plans. Provide consulting on spill response, cleanup procedures, and local agency reporting. Support biosafety, hazard communication, and chemical safety program implementation. Monitor and evaluate COVID-19 safety measures related to workplace population density, PPE, and sanitation. Stay current and ensure compliance with federal, state, and local EHS regulations (experience in Cambridge, MA compliance is a plus). To be successful in this role, you will have: Bachelor's degree in Industrial Hygiene, Occupational Health, Environmental Science, or a related field. 3-5 years of technical IH experience, preferably in consulting or laboratory environments. Demonstrated ability to independently perform sampling, plan studies, conduct assessments, and complete statistical reporting. Experience conducting risk assessments and accident investigations. Excellent written and verbal communication skills, with experience preparing client-ready reports. Proficiency in Microsoft Office; experience with IH data tools and statistical software is a plus. Preferred certifications: CIH, ASP, CSP, or CHMM (not required, but highly valued). Strong knowledge of Fed-OSHA and EHS regulatory compliance; local Cambridge experience is a plus. What we offer: BSI offers a competitive salary, group-sponsored health and dental, short-term and long-term disability, a company-matched 401k plan, company paid life insurance, 11 paid holidays and 4 weeks paid time off. The salary for this position can range from $80,800 to $111,100 annually; actual compensation is based on various factors, including but not limited to, the candidate's competencies, level of experience, education, location, divisional budget and internal peer compensation comparisons. Do you believe the world deserves excellence? We are proud to be the business improvement company for other organisations to become more sustainable and resilient and finally to inspire trust in their products, systems, services, and the world we live in. Headquartered in London, BSI is the world's first national standards organization with more than 100 years of experience. We are a global partner for 86,000 companies and organizations in over 193 countries, offering development, auditing, certification, and training services, including innovative software solutions and cyber security expertise for all industries: from aerospace and automotive to food, construction, energy, healthcare, IT and trade sectors. Incorporated by Royal Charter, we're truly impartial, and home to the ultimate mark of trust, the Kitemark. Through our unique combination of consulting, training, assurance and regulatory services we bring solid and broad knowledge to every company. If you want to contribute to this inspiring challenge, bring your open and enthusiastic mindset to our dynamic team, apply now and become part of the BSI family! D&I Policy BSI is committed to ensuring the diversity of our workforce reflects that of our clients and the communities in which we operate. Our goal is to create a sense of belonging for all employees by providing opportunities to develop, grow, and engage with our global organization all while having fun doing great work. BSI is a community where everyone can thrive. If you require any reasonable accommodations to be made on account of a disability or impairment throughout out our recruiting process, please inform your Talent Acquisition Partner.
    $80.8k-111.1k yearly 5d ago
  • Processor Level 1

    Level One Personnel 4.4company rating

    Rockville, MD job

    Processing Specialist - 1 (Initial Reviewer) Hours: Full-Time. Pay: $20/hr Type: Long-term Contract, no end date. Industry: Traffic Responsibilities: Receives and reviews electronic data, images, and videos for event processing and compares against client-specific business rules. Sorts and categorizes data, images, and videos appropriately following guidance from client and management. Reports any possible equipment defects, malfunctions, problems, or concerning trends to supervisor in a timely fashion. Communicates important issues or concerns clearly and concisely with internal team members via email, phone and ticketing platforms. Maintains accurate and up-to-date process documentation and tracking. Performs other office-related duties as assigned. Minimum Qualifications: Ability to pass a Drug and Background Check High School Diploma or equivalent Ability to maintain confidentiality and to secure Personal Identifiable Information (PII). Strong PC skills including basic proficiency in Word and Excel. Strong attention to detail and quality driven. Ability to communicate effectively in writing and verbally. Level One Personnel is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.
    $20 hourly Auto-Apply 39d ago
  • Director of Information Technology

    MSH 4.1company rating

    Mountainhome, PA job

    Responsibilities Strategic Planning & Governance · Develop and execute the global IT strategy and technology roadmap. · Align IT initiatives with corporate business strategy and objectives. · Establish IT governance policies, standards, and security protocols for all regions. ERP Implementation & Systems Management · Lead large-scale ERP initiatives, including multi-country implementations from planning thru full lifecycle adoption. · Oversee enterprise systems, including ERP, CRM, and CAD platforms, ensuring optimal performance and lifecycle management. · Manage the selection, implementation, and upgrades of business applications. IT Operations & Infrastructure · Direct global IT operations, including network architecture, infrastructure, and cybersecurity. · Standardize IT infrastructure and processes across all regions and subsidiaries. · Ensure compliance with global and regional IT regulations, privacy laws, and industry standards. Cybersecurity & Risk Management · Develop and maintain cybersecurity strategies, policies, & risk mitigation programs. · Monitor and address security vulnerabilities, threats, and incidents. · Conduct risk assessments and implement preventive measures. Leadership & Team Development · Build, develop, and lead a high-performing global IT team. · Foster a culture of accountability, innovation, and continuous improvement. · Oversee IT budgets, vendor relationships, and contract negotiations. Business Process & Change Management · Lead business process analysis, fit-gap assessments, and design of “as-is” and “to-be” workflows. · Drive organizational change management for strategic technology deployments, including communication, training, and adoption strategies. Data Management & Migration · Oversee data strategy for enterprise systems including migration from legacy systems to global platforms when needed. · Ensure data integrity, accuracy, and security throughout implementation projects.
    $110k-159k yearly est. 4d ago
  • Quantitative Intern

    Northwest Bank 4.8company rating

    Pittsburgh, PA job

    A Quantitative Intern for Northwest Bank must be currently enrolled in an undergraduate or graduate program related to physics, mathematics, statistics, economics, or other quantitative discipline. A record of high academic achievement is required. Experience programming in Python, R, or SAS is preferred. Knowledge of visualization tools (Tableau, Power BI) is preferred ESSENTIAL FUNCTIONS: Model Development ▪ Develop, test, implement, and execute complex statistical models used for loss forecasting, scenario and stress testing, originations & collections, pricing, and portfolio optimization for retail, small business, and commercial loan products. ▪ Evaluate model output, summarize, and articulate results to the organization. ▪ Refine, monitor, and support the validation of existing models. Analytics and Portfolio Management ▪ Develop advanced portfolio analytics with visualization tools and articulate results to the organization. ▪ Leverage industry and credit bureau data to develop business intelligence and identify growth opportunities and increase profitability. Enterprise Data Management ▪ Collect, validate, and stage data to support needs of all quantitative activities. Technology, Research, & Development ▪ Reviewing academic and industry research, present summaries to senior leadership, and suggest practical applications. QUALIFICATIONS: ▪ Currently enrolled in an undergraduate or graduate program related to physics, mathematics, statistics, economics, or other quantitative disciplines. ▪ Strong analytical and problem-solving skills. ▪ Proficiency in Microsoft Excel and other financial software. ▪ Excellent attention to detail and organizational skills. ▪ Strong communication and interpersonal skills. ▪ Ability to work independently and as part of a team. ▪ Strong analytical and problem-solving skills. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $70k-106k yearly est. Auto-Apply 10d ago

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