FS Investments jobs in Philadelphia, PA

ABOUT THE ROLE: Future Standard is seeking detail-oriented 2027 graduates to join our firm for a ten-week internship program. The Future Standard internship program provides an in-depth introduction to our business, industry, and culture. Interns will receive meaningful work assignments, and opportunities to develop professional skills. This internship is an on-site 10-week program from June 8, 2026 to August 14, 2026. This program offers college students immersive professional experience in financial services and the alternatives investment industry. Individuals will receive training in consultative sales, alternative investments, and territory strategy, and will be provided with study materials to prepare for the FINRA SIE exam. This position will assist the Distribution team with expanding the firm's brand, market presence, and sales capabilities. By increasing Future Standard's exposure through participation in broker dealer, industry, and client events, the role will involve coordination with territory teams including External Sales Consultants, Internal Sales Consultants, and Advisory Sales Associates. Individuals who successfully complete the 2026 Summer Internship Distribution Program and meet or exceed performance expectations will be considered for a full-time offer to join the firm post-graduation. REQUIRMENTS: * Establish, organize, and coordinate calendar of all sales activities and events. * Integrate event activity with other sales activities to drive consistent brand/marketing messaging throughout campaign. * Assist in scheduling and confirming office meetings for Regional Directors. * Schedule webinars and conference calls for Regional Directors Internal Advisory Consultants. * Work with sales teams to create and maintain the team's prospect database. * Coordinate and complete mail and email campaigns as well as requests for sales material. * Generate rep lists and reports from Salesforce.com for territories and channels. * Manage expense reimbursements; Ensure compliance to budget, expenses, and reconciliations for each event. * Partner with the sales and strategy teams to analyze data and create advisor segments that improve outreach and engagement. QUALIFICATIONS: * Pursuing a degree in Business Administration, Economics or Finance graduating between September 2026 and May 2027. * Strong communication skills and professional phone etiquette. * Strong organizational skills and the ability to manage multiple competing projects with finite resources. * High aptitude for detail-oriented planning required. * High standards for accuracy and work quality. * Familiarity with Salesforce and Microsoft Office Suite is a plus. * Ability to operate comfortably and effectively in a fast-paced, highly matrixed environment. Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $86 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value. Future Standard is an Equal Opportunity Employer. Future Standard does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Future Standard and no fee will be paid.

Come join University of Connecticut!! This role will be part of the Home | Office of the President! The Office of the President invites applications for the position of Executive Assistant/Project Manager to the Chief of Staff to provide confidential administrative and operational support. The incumbent in this position will independently perform a full range of administrative and operational support services, preserving confidentiality and exercising a high level of discretion in performing assigned responsibilities. This position serves in the dual capacity of providing executive-level administrative support, as well as logistical and operational support, which may include acting as the agent of the Chief of Staff in routine administrative matters. DUTIES AND RESPONSIBILITIES General Provide executive-level administrative, logistical, and operational support to the Chief of Staff, occasionally acting as their agent in routine administrative matters. Maintain and oversee office communication channels (web, email, university-wide communications, calendars, and new technologies), recommending efficiencies and improvements. Project & Initiative Support Manage and coordinate special projects assigned by the Chief of Staff, including monitoring task completion, setting deadlines, organizing events, and aligning resources with subject matter experts. Track and report progress of key institutional initiatives (e.g., strategic planning, operational priorities, governance) through dashboards, trackers, and summaries. Support research, data gathering, and preparation of background materials for executive decision-making. Communications & Liaison Draft, proofread, and format correspondence, briefings, and presentations on behalf of the Chief of Staff. Coordinate communications with senior leadership, governance groups, and external stakeholders to ensure clarity, accuracy, and alignment with institutional goals. Manage and track correspondence to assure timely responses; draft or disseminate communications as directed. Office Operations & Resource Management Assist with daily operations and workflow for the Chief of Staff and coordinate with staff in the President's Office for seamless coverage. Support budget tracking, resource allocation, and administrative processes as assigned. Coordinate the meeting logistics (space, time, technology, travel, and etc.) for Cabinet and Senior Leadership Team meetings, ensuring preparedness for all engagements. Confidentiality & Issue Management Handle sensitive information with discretion, diplomacy, and professionalism. Triage inquiries directed to the Chief of Staff, escalating or resolving as appropriate. Support responses to urgent or time-sensitive matters and conduct research or inquiries to propose resolution options. Maintain strict confidentiality in all business and administrative activities. Additional Responsibilities Provide administrative support for searches, committees, and task forces overseen by the President's Office. Contribute to overall staff support of the Office of the President, assisting with events, programs, and projects as needed, and offering process improvement suggestions. Performs related duties, including back-up coverage for the Executive Assistant to the President. MINIMUM QUALIFICATIONS Bachelor's degree. Three or more years of experience providing administrative support to a mid to high level executive or in a fast-paced business office within a large, complex organization. Demonstrated experience managing a complex schedule of activities or equivalent. Experience analyzing data or information to support decision-making; organizing schedules and resources to meet deadlines; managing projects through planning, execution, and completion; and consistently following through on assigned tasks. Professional experience preparing written correspondence, reports, or presentations; participating in meetings or discussions requiring clear verbal communication; and working collaboratively with diverse internal and external stakeholders in a support or liaison role. Demonstrated experience producing documents and reports with consistent accuracy and adherence to specified formatting standards. Experience working under tight deadlines, managing multiple assignments efficiently, and working independently with minimum supervision. PREFERRED QUALIFICATIONS Experience providing mid-to-high level executive support in a large, complex organization. Experience working in a central administrative office within a higher education institution. Knowledge of UConn's organizational structure and University policies and procedures. Experience drafting policies, reports, and memoranda. Experience managing sensitive or confidential information in a professional environment, with adherence to organizational policies and confidentiality protocols. APPOINTMENT TERMS This is a 40 hour per week, full-time, 12-month Confidential position, with an excellent benefits package including medical and retirement, as well as employee and dependent tuition reimbursement at the University of Connecticut (outlined here: ************************************************** This position requires travel to meetings and satellite offices within the state, primarily in Storrs and Farmington. TERMS AND CONDITIONS OF EMPLOYMENT Employment of the successful candidate is contingent upon the successful completion of a pre-employment criminal background check. All members of the University of Connecticut are expected to exhibit appreciation of, and contribute to, an inclusive, respectful, and diverse environment for the University community. The University of Connecticut aspires to create a community built on collaboration and belonging and has actively sought to create an inclusive culture within the workforce. The success of the University is dependent on the willingness of our diverse employee and student populations to share their rich perspectives and backgrounds in a respectful manner. This makes it essential for each member of our community to feel secure and welcomed and to thoroughly understand and believe that their ideas are respected by all. We strongly respect each individual employee's unique experiences and perspectives and encourage all members of the community to do the same. All applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. The University of Connecticut is an AA/EEO Employer.

Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join Ultra-low Carbon Concrete & Carbon Reduction Solutions | CarbonBuilt! About CarbonBuilt CarbonBuilt is building deeply decarbonized concrete manufacturing of the future. Through our proprietary low-carbon concrete technology, focus on data analytics and robotics, and active acquisition of concrete masonry plants, we are scaling solutions that dramatically reduce embodied carbon while also reducing costs. Rooted in science, CarbonBuilt was established after years of Department of Energy-backed research at UCLA's Institute for Carbon Management. CarbonBuilt showcased its technology during the five-year long COSIA NRG Carbon XPRIZE competition, in which it was awarded the Grand Prize in 2021. CarbonBuilt has raised capital from leading Investors and Venture Capital firms. Our Vision - a world in which global economic prosperity is no longer a threat to the climate. Our Mission - to enable concrete manufacturing to drive large-scale emissions reductions through the cost-effective use of industrial byproducts and CO₂. CarbonBuilt's Reversa Binder, a patented, low-carbon alternative to cement, creates concrete with a 70-100% lower carbon footprint, reducing costs by 10-30% while meeting performance standards. Our product has been commercially available since 2023 and can be rapidly adopted by the nearly 800 concrete plants in the U.S. alone. The Role - WE WILL RELOCATE SOMEONE FOR THIS ROLE The Plant Manager will serve as the deputy to the General Manager, playing a critical role in ensuring operational excellence. This individual will lead production scheduling, supply chain management, and freight operations, while supporting the General Manager in driving efficiency, cost-effectiveness, and seamless execution across all functions. The Plant Manager will be a hands-on leader who thrives in a fast-paced environment and can balance strategic oversight with operational execution. Key Responsibilities Act as a deputy to the General Manager, supporting overall site leadership and stepping in as needed. Lead and manage production scheduling, ensuring alignment with customer demand, capacity, and resource availability. Oversee supply chain operations, including vendor relationships, materials management, and inventory optimization. Manage freight and logistics, ensuring cost-effective and reliable movement of goods across the network. Collaborate with cross-functional teams (finance, sales, engineering, etc.) to align operational planning with business objectives. Drive process improvements and best practices across operations, focusing on efficiency, accuracy, and cost reduction. Monitor key operational KPIs and implement corrective actions where needed. Provide strong people leadership, fostering a culture of accountability, teamwork, and continuous improvement. Qualifications Bachelor's degree in Business, Operations Management, Supply Chain, or related field (MBA preferred). 10+ years of progressive experience in manufacturing operations, with significant leadership responsibility. Demonstrated success in production scheduling, supply chain management, and freight/logistics. Strong leadership skills with experience managing cross-functional teams and large-scale operations. Excellent problem-solving, analytical, and communication skills. Ability to thrive in a dynamic, fast-moving environment while maintaining focus on strategic goals. Equal Opportunity Employer CarbonBuilt is an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs, without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

About the Role Instant Impact is hiring for a new Client Onboarding & Implementation Associate to join an expanding UK headquartered financial services business' U.S. Operations team. This role is perfect for someone who enjoys building relationships, managing processes, and ensuring a seamless onboarding experience for financial and corporate clients. What You'll Do Manage the end-to-end onboarding process for new clients - from due diligence to activation. Coordinate enhanced due diligence (EDD) for financial institution clients. Support connectivity setup across channels including APIs, SWIFT, and host-to-host. Partner with internal stakeholders across Operations, Compliance, and Technology. Identify process improvements to enhance efficiency and client experience. What We're Looking For Experience in client onboarding, implementation, or operations within financial services or banking. Strong knowledge of KYC/EDD, compliance requirements, and client integration. Excellent communication, organisation, and stakeholder management skills. A proactive mindset and ability to work in a fast-paced, collaborative environment. Location: Stamford, CT (4 days a week in office) Employment Type: Full-time, Permanent

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.

ABOUT THE ROLE: Future Standard is seeking detail-oriented 2027 graduates to join our firm for a ten-week internship program. The Future Standard internship program provides an in-depth introduction to our business, industry, and culture. Interns will receive meaningful work assignments, and opportunities to develop and enhance professional skills. This internship is an on-site 10-week program from June 8 to August 14, 2026 in our modern headquarters in a vibrant neighborhood of Philadelphia. This program offers college students immersive professional experience in financial services and the alternatives investment industry. This position will assist the Global Engineering team and broader business units in support of firmwide technical objectives This role plays a pivotal part within the organization, engaging stakeholders and providing essential technical leadership throughout the firm, primarily focused on enhancing value and efficiency through data cleansing, process automation, and ongoing greenfield development and improvement of business applications. Individuals who successfully complete the 2026 Summer Internship Global Engineering Program and meet or exceed performance expectations will be considered for a full-time offer to join the firm post-graduation REQUIRMENTS: * Learn about Global Engineering and gain hands-on experience with data, systems, and processes supporting important business objectives. * Lead or participate as a key contributor in impactful projects within Global Engineering. * Engage in design, development, implementation and/or optimization of solutions, improving our technical platforms and competitive position. * Collaborate and communicate with colleagues and stakeholders. * Support tracking of key deliverables, issues and prioritization of tasks within an agile framework. * Document designs, solutions, processes and suggest ideas to improve workflows and systems. * Deepen specialized knowledge of technical and business best practices, while producing a portfolio of delivered work. QUALIFICATIONS: * Degree expected in Engineering, Mathematics, Business, Finance, or related field, graduating between September 2026 and May 2027. * Analytical, critical thinking, and data-driven decision-making approach. * Skilled in written and verbal communication and collaboration. * Self-directed, with high level of accountability and professional conduct. * Demonstrated ability to communicate complex ideas clearly and respectfully across technical and non-technical teams. * Strong interpersonal skills with an emphasis on collaboration, empathy, and active listening. * Proven ability to adapt to changing priorities while maintaining professionalism and composure. * High level of self-awareness with a willingness to seek and incorporate feedback. * Ability to build constructive relationships and contribute to a positive, inclusive team culture. Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $86 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value. Future Standard is an Equal Opportunity Employer. Future Standard does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Future Standard and no fee will be paid.

Assist the BSA/OFAC Officer and Fraud Manager in the day to day operations of the Bank's BSA/AML/OFAC/ fraud enhanced due diligence programs. Assists BSA Officer/Fraud Manager with maintaining BSA/AML policies/procedures, issues and inquiries. Analyzes transaction and fraud alerts from BSA/AML/fraud software to determine if they are suspicious in nature and takes appropriate action along with maintaining proper documentation. Assists BSA Officer/Fraud Manager with researching data and compiling BSA package for BSA/AML meetings and/or training. Assists BSA Officer/Fraud Manager with research, tracking and reporting responsibilities related to the Bank's Fraud Program Researches, reviews and compiles SAR suspect packages and completed forms. Maintain SARs and SARs not filed records. Contacts branches for any customer due diligence information regarding fraud, suspicious activity reporting, or high risk investigations. Performs quarterly high risk customer monitoring. Provides branch and customer support on day-to-day issues related to BSA/AML/CIP/OFAC. Files and tracks Currency Transaction Reports. Performs annual CTR Exempt customer monitoring. Researches and reviews return deposit items and rejected mobile deposit emails from Deposit Operations and Electronic Banking on items to determine if fraudulent. Process and maintain bi-weekly FINCEN 314a lists and specials and processes and maintains FINCEN 314b lists and serves as a contact person. Performs other duties as assigned. ADDITIONAL RESPONSIBILITIES: Attend seminars and meetings as appropriate Maintain confidentiality in accordance with the Code of Ethics Adhere to established security procedures Participate in proactive team efforts to achieve departmental and company goals. SUPERVISORY RESPONSIBILITIES: No supervisory responsibilities KNOWLEDGE, SKILLS, AND ABILITIES: Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Administration and Management --Strong organizational and analytical skills. Communication- Excellent interpersonal communication skills, both oral and written. Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology. Computers/Technical--- Personal computer skills, and all company computer applications as necessary, i.e. email; intranet. Banking-- Knowledge of financial industry and bank dynamics, and a thorough knowledge of bank's products and services, and bank security and transaction policies. Active Learning - Understanding the implications of new information for both current and future problem-solving and decision making. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Bank Secrecy Act - In the performance of all the respective tasks and duties, employee will maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security and bank policies and procedures. EDUCATION AND EXPERIENCE: High School Diploma or equivalent required Prior banking experience required. BSA experience or financial investigatory preferred. Above average working knowledge of software and systems such as Microsoft Office, Core, Teller System and ability to learn new systems as applicable. PHYSICAL/WORK CONDITIONS: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk and hear frequently, lift up to 10 lbs. occasionally; may be required to work evenings and/or weekends, attend remote meetings and/or to travel.

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

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

Future Opportu nities Are you confident, driven, and motivated? Then you may be exactly who we're looking for! Corning Credit Union is always interested in adding strong talent to its already exceptional team. If one of our current opportunities doesn't fit your interests and experience, don't worry… we'd still like to hear from you. Please send us your resume, including areas of interest and desired salary. Corning Credit Union (CCU) is one of the leading credit unions in the nation with over $2.4 billion in assets and more than 160,000 members worldwide. We're committed to helping our members prosper by being a trusted advisor for financial services. Our vision is simple: "To provide better service to our members than they receive anywhere else in the world." At CCU our growth is fueled by that vision and we don't stop with the members. CCU is committed to being an employer of choice and we also foster a strong service culture within the organization. Teamwork, open communication, and valuing the individual are just a few of the key performance standards that help us to provide an exceptional work environment. We care about our employees' success and CCU places great value on people development and providing the training, challenges, and opportunities that allow us to leverage our greatest asset - our team! Corning Credit Union offers Competitive salaries Annual bonus plan Extensive health and welfare benefits An enriched 401(k) plan with both an employer match and supplemental employer contribution Extended vacation benefits Continuing education and personal development programs A wide range of career paths with opportunities for advancement An exceptional internal culture powered by teamwork As a civic-minded organization, CCU also gives back to its communities and offers team members a variety of community enrichment opportunities If you desire to work in a team-oriented environment, where you are given the opportunity to better yourself and your organization, then CCU may have a career opportunity for you! Corning Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. ADP Privacy Policy | ADP Legal Policy

National Account Chief UW GB - UO07FESr UW Natl Acct - UO08GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose. Experience: + Responsible for the overall management of Group Life & Disability underwriting (5,000 or more lives) for National Accounts. + Includes all pre and post-sale underwriting, profit management, renewal processing, policy issue and changes for assigned business segment. + Demonstrates a solid, consistent technical proficiency of underwriting guidelines and underlying risk management philosophy. + Establishes solid relationships with all internal and external business partners. + Actively drives and participates in an assigned amount of project work and special assignments. + Partners with the field to ensure deliver on service goals. + Quotes new business opportunities for Core products and underwrites renewals. + Works directly with sales representatives and brokers on new business, renewals, and service issues + Demonstrates advanced understanding of the elements of pricing to include risk factors, retention, and reinsurance. + Interfaces with the sales force regarding underwriting issues and decisions + Negotiates prices and benefits with sales representatives and brokers. + Mentors Regional Account underwriters and other staff members + Look to leverage additional resources around key cases to facilitate better risk management, stimulate innovative thinking, provide creative solutions and potentially different perspectives. + Seek to understand your individual marketplace dynamics and those of the general market to maximize our chances of success. You'll Be a Good Match if You Have: + A customer-first mindset, putting our customers at the center of everything you do. + A passion for making decisions through both analyzing h data and employing critical thinking skills. + A team spirit and desire to work collaboratively. + A financial mindset to help make the best decisions. + Ability to own our work and following through on commitments. Qualifications: + Bachelor's Degree strongly preferred, or equivalent combination of education, training, and experience + 5 years of Employee Benefits underwriting experience + Demonstrated success in developing and maintaining solid relationships with all internal and external business partners. + Excellent communication, interpersonal and presentation skills + An ability to think analytically about business problems, make recommendations and propose solutions. + High energy self-starter, who is resilient and has an entrepreneurial spirit. + Demonstration of solid time, organizational, and desk management skills + Goal-oriented and delivers outcomes. + Ability to challenge the status quo and compete to win. + Superior technical knowledge and sound decision-making and analytical skills ***This position can be filled at different levels depending on experience. Salary - $88,080 - $149,400 Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $88,080 - $149,400 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice

Assistant to the President (E3) Groton, CT Chelsea Groton Bank is seeking a motivated individual to join its Administration team as Assistant to the President. This role encompasses a broad range of responsibilities, including providing high-level administrative support to the President/CEO and Board of Trustees, addressing escalated customer service concerns with professionalism and discretion, and managing the operations of the Bank's Charitable Foundation. The ideal candidate will be organized, proactive, and capable of handling confidential matters with integrity while contributing to the Bank's mission and community impact. Responsibilities and Requirements vary based on job level. Expectations include: Provides comprehensive administrative support to the President/CEO, Board of Trustees, and Corporators. Responsibilities include drafting correspondence and documents, coordinating meetings, managing calendars, screening calls and visitors, and maintaining organized filing systems. Prepares for monthly Board meetings by compiling agendas and assembling required documentation. Records and complies minutes for Board and Committee meetings. Coordinates logistics for Annual, Board of Trustees, and Committee meetings, including compensation arrangements. Supports auditors and examiners by preparing various reports and documentation. Maintains confidential personnel records for officers and supervisors reporting directly to the President/CEO. Handles customer complaints referred to the CEO's office and may respond to general inquiries regarding bank operations. Serves as Executive Secretary for the Chelsea Groton Foundation, overseeing grant application processing, correspondence, meeting minutes, disbursements, communications, and responses to Internal Audit reports. Why Choose Chelsea? The Bank has been named a Top Workplace in Connecticut since 2016. And with good reason! Our team members are encouraged and empowered to be better, go further, and help others. And there are lots of other perks too - competitive salary, 401(k) plan, paid time off, health benefits, wellness and engagement programs, leadership training, professional development, and learning opportunities for all team members, and more! Several members of the Bank's team have been recognized in our industry and throughout the community by earning awards such as the Connecticut Bankers Association New Leaders in Banking, ICBA Forty Under 40, The Day Forty Under 40, Banking New England Women of FIRE, and more. At Chelsea Groton, we don't just meet the expectations of our community; we exceed them in the ways we, as a mutual bank, do business, and how we support local organizations financially and through volunteerism. We are focused on bringing together the best in digital, remote, and in-person capabilities. Our approach is designed around the lives of our customers so they can manage finances when, where and how they want, and team members can provide support to our customers in more ways too. Apply today to join a company named Best Bank by The Day (2015 - present), Top Workplace by the Hartford Courant (2016 - present), and one of Forbes Best-In-State Banks (2021, 2022)! Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending. EOE/AA/M/F/D/V. Member FDIC.

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.

Chimera Securities, a CBOE Stock Exchange and SEC Registered broker dealer, is seeking experienced traders to join its existing trading desk in Philadelphia, PA. Capital contributions will be required for experienced traders. Highlights include use of a top of the line trading platform (see our website for details), trading amongst professional traders, and Lightspeed News Service and Breifing.com for all traders. We are looking for full time equity traders whose presence will add to the trading floor while simultaneously benefiting from it. Ongoing mentorship is available. Please email ***************************** with details of your current and prior trading experience and any other information you wish, and we will contact you. Please put 'Philly Experienced Trader' in the subject line. For additional info regarding our company, please see our FAQ on our website: ************************* Thank you. Chimera Securities

Motivated team player that will perform Risk monitoring reviews and investigations with a specific focus on the card transaction channel. Based on investigations the candidate must be able to draw logical and reasonable conclusions based on the behaviors and alerts and communicate the findings. Support fraud prevention and monitoring processes of the Risk department. A background in BSA/AML fields. Protect the integrity of the prepaid and payments systems, adhere to the rules, policies, and procedures to mitigate fraud and chargeback risks to clients and customers. * Review and analyze transactional data and account activity for unusual, potentially suspicious, and suspected fraudulent activity that derive from the bank's alert detection systems and processes. * Conduct due diligence, evaluate the circumstances, and recommend appropriate risk-based actions for any cases of potential fraud; escalate as necessary. * Collaborate with personnel from other departments when conducting investigations, as appropriate. * Communicate with management on internal control deficiencies detected during the account monitoring/investigative processes. * Maintain knowledge of the bank's products, services, customers and geographic locations, and the potential fraud risks and mitigants associated with those activities. * Maintain proficiency in all aspects of BSA/AML compliance. * Actively support managers and supervisors with AML/Fraud investigations, while coordinating with team members and other departments to determine the proper course of action in handling potentially suspicious activity as required by applicable global regulatory, law enforcement or, Financial Crimes Units (FCU). * All employees are responsible for compliance with the Bank Secrecy Act and in some roles, OFAC regulations. Depending on your job responsibilities, more or less aspects of the regulations may apply, but at a minimum , all employees are responsible for reporting suspicious activity they identify in the course of performing their job duties. This includes activities conducted by customers, fellow employees, board members, and vendors. Requirements * Requires a high level of tact and integrity due to the frequency of communicating with high-level internal and external contacts, as well as regular exposure to confidential data * Superior written and verbal communication skills, must speak English * Must be able to work independently in conducting research and providing data-driven analytical risk insights * Advanced analytical, investigative, and problem-solving skills * Communicate and document the review findings, take risk related decisions and act upon them * Must be able to work in a fast paced and dynamic environment, handle multiple tasks, consistently meet established deadlines, and deliver exceptional results * Work closely with other teams and departments to support the processes and products towards improving the monitoring oversight * Excellent technical skills including Microsoft Office Qualifications * Bachelor's Degree - preferred * Fraud experience - minimum one years in online risk (fraud/AML/CTF) prevention * Prepaid and payment channels experience - minimum of one years * AML monitoring/investigations experience - minimum one years' experience * Ability to utilize performance data to analyze and report * Experience developing and or maintain an organizational Fraud Policy Benefits * 401K * Health Insurance * Dental Insurance * Vision Insurance * Health Savings Account * Flexible Spending Account * Employee Assistance Program * Paid Time Off Job Location: This position requires proximity to either Orange, CT or Los Angeles, CA, with the ability to commute as needed.

Job Type: Hourly, Full Time - Hybrid Schedule: Monday - Friday: 11:30a - 8:00p Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Customer Consultant 1 you are responsible for: The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations. Responsibilities: Employee is required to attend work. Ensure company service standards are continually achieved in area of responsibility. Project a positive and highly professional image of the Bank by providing high quality customer service. Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals. Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately. Keeps current on changes in technology and alternative delivery methods. Achieve established goals for the department. Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer. Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner. Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer. Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams. Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up. Receive, verify, and process through the PC customer transactions. Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department. Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud. Balance daily work. Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals. Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations Education and Qualifications: A High School diploma is required, along with additional college coursework or bank-related training. Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days (Will be tailored to level) 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.

Student Intern - HHSIAE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Investment Consulting Group (ICG) at Hartford Funds serves as a center of excellence for investment expertise, delivering insightful analysis, education, and thought leadership to both internal stakeholders and external clients. As an intern within ICG, you'll collaborate closely with our distribution teams to support asset growth and elevate client service. This role offers a unique opportunity to work cross-functionally with professionals in Investments, Sales, Compliance, and Marketing. You'll leverage industry tools and data to contribute to research and content development across Hartford Funds' full product suite. This internship provides hands-on exposure to key disciplines including performance measurement, asset allocation, product lifecycle management, and competitive analysis. Key Responsibilities: Generate investment reports and research using FactSet and Morningstar to support product positioning, performance analysis, and competitive insights. Participate in team meetings focused on due diligence, research initiatives, and data analytics. Contribute to the ongoing development of HEART (Hartford Enhanced Analytics and Risk Tool), a key resource for portfolio construction conversations with financial professionals. Collaborate with Compliance, Marketing, and Sales on strategic distribution initiatives. Support ad hoc projects and team needs as assigned. Qualifications: Currently enrolled in a college program, majoring in Business, Finance, or Economics Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint preferred Ability to manage multiple projects and meet deadlines Familiarity with mutual funds and exchange-traded funds (ETFs) and separately managed account (SMA's) preferred Strong interest in financial markets and investment strategy Self-motivated with a desire to learn and contribute Team-oriented mindset with a willingness to take initiative Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: - Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA