Senior Analyst jobs at Gelfand - 3424 jobs

A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment. #J-18808-Ljbffr

San Francisco, CA Los Angeles, CA Chicago, IL Miami, FL Charlotte, NC Washington, DC Nashville, TN Austin, TX Dallas, TX Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our award-winning Equity Research team is recognized as one of the nation\'s most respected providers of equity research, delivering in-depth, differentiated coverage across high information flows sectors. We are seeking an accomplished Senior Equity Research Analyst to build and lead our Cryptocurrency & Blockchain sector franchise. This is a unique opportunity to establish authoritative coverage in one of the market\'s most transformative and rapidly evolving sectors. The Opportunity This is a rare, career-defining opportunity to become a leading institutional voice in digital asset equity research. You will have the independence to define coverage of an emerging sector, the resources to build a premier team, and direct access to institutional clients hungry for rigorous, differentiated analysis in Cryptocurrency and Blockchain. If you have been seeking a platform that rewards original thinking in digital assets and provides the credibility to compete at the highest level, this is it. We are looking for an analyst ready to establish the gold standard for institutional digital asset research; someone whose work will shape how sophisticated investors understand and allocate capital to this transformative sector. Why This Role Is Unique Pioneer Positioning in Institutional Crypto Research Digital assets are transitioning from speculative fringe to institutional asset class. This role offers the rare opportunity to establish authoritative, sell-side research coverage as the sector matures; positioning yourself as the expert institutional investors turn to first. Platform Advantages Credibility of an award-winning research platform combined with flexibility to build crypto coverage your way Resources and infrastructure that mid-tier platforms can\'t match Marketing reach that ensures your research lands with decision-makers at leading institutions Regulatory compliance and legal infrastructure to cover crypto confidently Intellectual Challenge Analyze an emerging sector where differentiated insights genuinely matter N avigate the intersection of technology, finance, regulation, and innovation Build frameworks for valuing novel business models and protocols Make calls that will define your career as digital assets reshape finance Establish yourself as a go-to authority during a generational shift in financial markets Build lasting relationships with the most innovative companies and investors in finance Visibility across institutional investor community as crypto allocations increase Compensation structure that rewards performance in a high-growth coverage area What You Will Do Establish and lead Cryptocurrency & Blockchain research coverage from a position of authority Define your coverage universe across crypto infrastructure, exchanges, miners, DeFi, protocols, and blockchain applications Create differentiated research that cuts through hype and provides institutional-grade analysis Conduct rigorous, proprietary research on digital asset business models, tokenomics, and blockchain technology Publish impactful, timely research that institutional investors depend on for crypto exposure decisions Identify emerging trends, regulatory developments, and technological innovations before the market Leverage our platform to become a recognized thought leader in institutional crypto coverage Establish yourself as a trusted authority on crypto market structure, regulation, and adoption trends Benefit from firm-wide visibility as digital assets gain mainstream institutional acceptance Perform other tasks and duties as required and assigned Experience and Skills Bachelor\'s degree from an accredited university (Advanced degree, MBA, or CFA strongly preferred) Deep expertise in Cryptocurrency, Blockchain technology, and digital asset markets Substantial sell-side or buy-side Equity Research experience covering crypto, fintech, or related sectors strongly preferred Alternatively: Crypto industry veterans, blockchain protocol experts, or digital asset fund professionals with demonstrable analytical capabilities Understanding of both traditional financial analysis and crypto-native metrics (on-chain analytics, tokenomics, protocol economics) FINRA Series 7, 86, and 87 licenses required Track record of independent, differentiated research or investment decisions in digital assets Fluency in blockchain technology, crypto market structure, DeFi, and Web3 ecosystems Exceptional written and verbal communication abilities-you can translate complex crypto concepts for institutional audiences Established network across crypto companies, protocols, exchanges, miners, and institutional investors What We Offer What Wedbush Offers You As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture. Comprehensive medical, dental, and vision coverage with multiple health plan options Health Savings Account (HSA) with company-sponsored contributions Flexible Spending Accounts (FSA) traditional and dependent care 401(k) Plan: competitive discretionary company matching and profit-sharing contributions Tuition reimbursement ($5,250 max per year) FINRA and Professional License Sponsorship Charitable Donation Matching Contributions Travel & Employee Assistance and Employee Discount Programs Discretionary compensation based on the colleague\'s and the firm\'s performance The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague\'s and the firm\'s performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skillsets; experience and training; licensure and certifications; and other business and organizational needs. Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed. This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55. When you apply for a position with Wedbush, we collect certain information about you. Click here to learn what information we collect and what we do with it. #J-18808-Ljbffr

A leading global payments firm is seeking a Product Analyst for their Crypto Product Team in San Francisco. The role involves managing relationships with major banks and crypto platforms, requiring strong analytical skills and client management experience. The ideal candidate will have at least 2 years of experience and a Bachelor's degree, with a preference for those with backgrounds in payments or crypto. This hybrid position offers a comprehensive benefits package and a salary range of $123,000 to $173,950 USD per year. #J-18808-Ljbffr

A leading CI/CD platform provider in San Francisco is seeking a Senior Financial Analyst to drive strategic financial planning and analysis. You will own core planning processes, partner with R&D and G&A for investment guidance, and deliver financial insights to shape business strategy. The ideal candidate has 5-8 years of experience in FP&A, strong SQL and Excel skills, and familiarity with planning platforms like Pigment. Competitive salary range from $133,000 to $166,000 USD. #J-18808-Ljbffr

As an Analyst on the Visa Crypto Product Team, you will work to help the largest banks, crypto exchanges, wallets, protocols and fastest growing fintechs launch and grow their Crypto based solutions in issuance, acceptance and general remittance. Today many of these companies are leveraging Visa to help power their payment solutions globally. In this role, you will act both as a relationship manager and as a product liaison to our strategic bank, crypto exchanges, crypto infrastructure companies, and fintech partners who are looking to launch, expand, and enhance their payment and remittance solutions. This will require understanding the client's business goals and objectives, providing information and direction to partners, ensuring that the client's contractual commitments are met, and resolving issues clients may face. This position requires strong client management skills and analytical abilities. An ideal candidate is a self-starter with the ability to handle complex deals and partners in a high growth environment and manage ambiguous situations with nuance. Essential Functions: Work with clients to identify strategic opportunities, manage complex assignments, and determine appropriate courses of action. Coordinate internal resources and project manage to accomplish Visa and client objectives as well as ensure that the client perspective is represented within the organization. Prepare and present rich analytics to help clients discover their program's performance and effectiveness. Represent the client's and account management's needs on the product roadmap by providing business requirements and prioritization and communicating roadmap back to the client. Research and resolve client issues by utilizing internal platforms and collaborate with internal partners to facilitate resolution. Grow the business by identifying new prospects that should leverage our services. Determine courses of action for crypto initiatives and cross-client goals, working cross-functionality with groups like legal, compliance, privacy, product, data science, and business development. Stay current with crypto industry and client trends and maintain a working knowledge of Visa products and services. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Basic Qualifications: 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications: 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) Current or former experience in payments or crypto industry are strongly preferred Experience with end to end product and client solutioning delivery, make informed decisions on GTM strategy and commercials Demonstrate excellent written and verbal ability to communicate with key stakeholders and present to senior leadership team Strong knowledge base of stablecoin payment ecosystem, macroeconomics, blockchain tokenization / RWAs, and players involved. Research experience of blockchain primitives, stablecoins, real world tokenization is a plus Strong problem-solving skills and creativity to identify new opportunities and use cases, anticipate how stablecoins can impact payments ecosystem Strong product acumen - ability to take product into client solutioning, and partner with product team to deliver to market. Sales experience including running a deal cycle end-to-end and negotiating is strongly preferred Expertise in capturing complex concepts and pain points to real solutions for clients Creativity and resourcefulness to overcome unexpected roadblocks Demonstrated ability to articulate, drive, and motivate a team towards a strategic vision and roadmap Ability to successfully build strong partnerships with cross-functional teams in a matrixed organization Decisive and action oriented even in ambiguous situations Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr

A federal agency is seeking a Senior Budget Analyst in San Francisco, California. This role entails supporting financial management within federal programs by analyzing budgets and monitoring accounting functions. Candidates should possess a relevant Bachelor's degree and at least four years of experience in federal financial systems and regulations. The position is full-time at a federal client site. #J-18808-Ljbffr

Analyst, Transactions page is loaded## Analyst, Transactionslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: R2137**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Analyst will serve as a member of the Transactions team supporting the investment function in investing capital as well as improving business operations. The role will have exposure to a wide range of activities surrounding the transaction closing process. This includes but is not limited to communication among relevant internal and external parties, supporting closing process and documentation, recording and reconciling transactions in our internal systems, and Know Your Client (KYC). This position will serve as a liaison with internal departments such as Legal, Accounting, Treasury, Tax, Compliance, and Portfolio Analytics, in addition to external parties, while observing all internal policies. The Analyst will support investments made from our offices in Boston, Toronto, London, Hong Kong, and Singapore. Prior experience with private equity, private credit, or corporate law firm would be an asset. Ability to provide notary services as a Notary Public of Massachusetts would also be an asset. This role is not focused on evaluating investment opportunities.## The ideal candidate is someone who is:* An exceptionally organized individual with an outstanding attention to detail* A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision* Quick to develop a strong understanding of new systems, data relationships, and processes* Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams## ## What you will do:* Coordinate documentation in support of investment execution (e.g., obtaining signatures, tax and compliance documents, wiring instructions, contact sheets)* Work closely across multiple groups and geographies to ensure compliance with all closing processes, internal documentation, and reporting procedures* Assist with the implementation of Transactions strategic initiatives, ad-hoc operational projects, and other aspects of group management* Maintain internal systems for planning and tracking investment closings for firmwide reference* Support associates/senior associates to facilitate and prepare the funding package for investments, ensuring that all requirements are satisfied completely, accurately, and in a timely manner* Reconcile discrepancies and work in internal systems and with internal business partners to ensure that appropriate information is entered in our systems accurately and completely* Track and upload transaction related legal and authorization documents* Prepare invoices for deal-related expenses and provide allocations for deal-related invoices received* Monitor incoming legal communications from General Partners* Provide Notary Public services* Other responsibilities as required## ## What you bring:* Proven problem-solving and analytical skills* Strong attention to detail* An ability to handle multiple projects* Excellent written and verbal communication skills* Experience working with Microsoft Excel, Word and PowerPoint* Prior experience with private markets or corporate law would be an asset## ## Education Preferred* Bachelor of Arts (B.A) or equivalent experience* Bachelor of Science (B.S) or equivalent experience**Experience*** 0-2 Years relevant experience preferred#LI-Hybrid**Salary Range**$70,000.00 - $90,000.00This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities. #J-18808-Ljbffr

A leading global payments technology company is looking for an individual to join their AI Products & Analytics team in California. This role involves designing AI workflows, integrating models into processes, and collaborating across functions to drive efficiency. Candidates should have experience in machine learning, data engineering, and possess a relevant degree. This hybrid position includes competitive salary and benefits. #J-18808-Ljbffr

About MassArt Founded in 1873, having celebrated its 150th anniversary in 2023, Massachusetts College of Art and Design (MassArt), is the nation's first and only independent, free‑standing public college of art and design in the country. MassArt is an inclusive community of thinkers, doers, makers, educators, innovators and leaders striving to shape the future through art and design. We've spent 150 years demonstrating the truly amazing things that happen when a world‑class art and design education is an option for every deserving student. Located in Boston's hub of arts and culture along the Avenue of the Arts, MassArt enrolls 2,000 students and offers a comprehensive range of undergraduate and graduate degrees in 18 disciplines, as well as continuing education and youth programs. MassArt strives to be a model of diversity and inclusion; the campus community reflects the layers of cultural and self‑identity that proudly make up our region, nation, and world. We build effective partnerships with co‑workers throughout the College by freely sharing appropriate information and providing assistance to all and maintain an environment that is welcoming to persons of all backgrounds, nationalities, and roles. Job Description Official Title: Endpoint Management Analyst Weekly hours: 37.5 hours Salary range: $73,000 to $77,000 annual FLSA Status: Exempt Bargaining unit: APA General Statement of Duties The Endpoint Management Analyst provides advanced technical support and systems engineering for endpoint devices and user-facing technologies across MassArt's academic and administrative environments. This role supports a diverse ecosystem, including Windows, mac OS, iOS, ChromeOS, and related platforms, ensuring secure, efficient, and scalable endpoint operations. The Analyst is focused on analyzing system health, optimizing deployment processes, managing application packaging, and troubleshooting complex failures within the management tools. Serves as a technical lead for endpoint deployment, security, and automation. Duties and Responsibilities Manage and support a fleet of Windows PCs, designing scalable solutions for configuration, deployment, policy enforcement, and user experience across academic and administrative environments. Serve as the Subject Matter Expert (SME) for all Windows technologies. Additionally, a key resource providing Tier 3 backup and escalation support for the Apple environment and related desktop infrastructure. Serve as Primary administrator for endpoint deployment and management platforms such as KACE, Intune, and ChromeOS tools. Serve as the backup administrator for JAMF and Apple School Manager, and support onboarding and integration of identity‑based tools. Assist in the management of the software licensing server and applications for both Macs and PCs. Identify and remediate systemic issues affecting endpoint connectivity. Collaborate with Print Services and vendors (e.g., Xerox) to troubleshoot and support print infrastructure, including Papercut, multifunction copiers, and large‑format printers. Act as a contributing administrator for endpoint‑related SaaS platforms such as Sophos (security) and CrashPlan (backup), ensuring reliable protection and recovery for PC users. Work with platform vendors to optimize service functionality and contribute to internal documentation for ongoing support and operations. Partner with Academic Technology and studio managers to coordinate software license deployments, Windows upgrade planning, and testing. Align software and OS update schedules with academic and administrative cycles, providing proactive support for version‑related compatibility or performance issues. Participate in roadmap planning for endpoint‑related services, collaborating with cross‑functional teams on strategic initiatives. Provide advanced technical support and end‑user assistance for endpoints, devices, and user‑focused technology resources including software, networks (wired, wireless, VPN), telecom services, and enterprise systems. Respond to and resolve service tickets in alignment with departmental policies, ensuring high‑quality customer service. As necessary, may provide functional supervision to contractors and students engaged in endpoint support. Perform additional duties as assigned by supervisor or Deputy Chief Information Officer. Qualifications Requirements A Bachelor's Degree or equivalent combination of education and directly related experience 3+ years of experience supporting working with a management system for Windows and mac OS endpoints in an enterprise environment. Proficiency with endpoint management tools (e.g., Intune, Jamf, KACE) and scripting languages. Strong knowledge of endpoint security practices, operating systems, and application troubleshooting. Demonstrated excellent communication, organizational, problem‑solving, and follow‑up skills. Ability to work independently and collaboratively in a diverse campus community. Ability to work as a member of a team. Familiarity with Information Technology Services Management (ITSM) and Information Technology Infrastructure Library (ITIL) Experience with Google Workspace, Active Directory, Azure/Entra ID and Office 365 Prior experience with service desk software. Preferred Qualifications Experience in Higher Education CompTIA A+ ITIL Foundation Jamf 100 Certificate Microsoft Certified: Endpoint Administrator Associate (MD‑102) - Covers endpoint deployment, policy configuration, compliance, security, and support in Microsoft 365 environments. Additional Information Additional Information: Please note MassArt: Does not support employment‑based visa sponsorship or non‑student exchange visitor visa sponsorship. Is not an E‑Verify institution. Selected candidates must be eligible to work in the US at the time of employment, complete all onboarding tasks including a Criminal Offender Record Information (CORI) and Sex Offender Registry Information (SORI) background review and provide proof of eligibility to work in the US by completing the Form 19, Immigration Reform and Control Act of 1986. You are required to show proof of your identity and employment eligibility within three (3) days of the start of your employment. You will not be authorized to work in any capacity until all paperwork has been completed. For a list of all acceptable documents please click here. Comprehensive Benefits (does not apply to contractor/student positions) When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. Want the specifics? Please click here to view MassArt Benefits. MassArt provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, genetic information, pregnancy or a pregnancy‑related condition, or membership in any other legally protected class. MassArt complies with all applicable federal, state and local laws governing nondiscrimination in employment in every location in which the college operates. This policy applies to all terms and conditions of employment. Application Instructions Please provide a resume and cover letter. For additional inquiries related to the salary transparency, please contact Human Resources at ************** or **************. PLEASE APPLY FOR THIS OPPORTUNITY ON THE MASSART CAREERS PAGE TO BE CONSIDERED. SEE HERE TO APPLY. #J-18808-Ljbffr

Are you passionate about the future of stablecoin payments and driven by opportunities to scale new products and businesses? As the Visa Crypto Solutions Analyst, you will be responsible for working with clients on their stablecoin strategy and helping to position and sell Visa crypto solutions across key client types such as banks, merchants, fintech, and enablers. This role requires a professional with product and technical acumen who can interact effective with clients to support sales opportunities that will be led by account executives and specialized crypto sellers. The crypto solutions sales team works closely with Visa's crypto product and strategy teams, account managers, risk, legal, and finance to execute sales opportunities. This analyst will be an early team member and involved in shaping Visa's global and regional go-to-market strategies, seller trainings and tools, and providing ecosystem feedback to influence Visa's product roadmap. Responsibilities Provide solutioning, problem solving and sales support with key clients, enablers, and other ecosystem partners - operating as a product and blockchain subject matter expert with clients and internal stakeholders Support implementation projects and coordination between sales, product, and operation teams to help Visa clients launch Visa Crypto Solutions (post-sales support) Support sales teams with pre-sales preparation including research and preparation of sales materials - customization of collateral, etc. including work with design teams Help shape Go‑To‑Market strategy and execution for Visa Crypto solutions at a global level - with clients and working closely with regional counterparts on go‑to‑market and client activities Support broader training and tooling relative to Visa Crypto solutions intended to replicate the solutioning support model across Visa account and sales teams This is a hybrid position. Expectationofdays intheoffice will be confirmed by your Hiring Manager. Basic Qualifications 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) 2+ years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD) Financial services, crypto, and/or payments industry experience required High product acumen and solutions mindset Proven ability to understand, communicate, and problem solve with client on technical solutions Strategic thinking and thought leadership with subject matter explain in stablecoins and blockchain technology Teamwork, interpersonal & relationship-building skills, and ability to influence clients and stakeholders based on technical acumen Acumen with AI tooling for research and prototyping Work Hours Varies upon the needs of the department. Travel Requirements This position requires travel 5-10% of the time. Mental/Physical Requirements This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. U.S. APPLICANTS ONLY The estimated salary range for this position is 104,900.00 to 163,000.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: Salary & Benefits U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

We are partnering with a well-respected local commercial bank in Elgin, IL that is seeking an Operations Analyst to join its on-site team. This is an excellent opportunity for a banking professional who enjoys working in a close-knit environment and wants hands-on exposure to bank operations, regulatory reporting, and financial reporting at a community-focused institution. Key Responsibilities Support daily bank operations with a strong focus on accuracy, controls, and efficiency Prepare, review, and assist with Federal Reserve and other regulatory reporting Assist in the preparation and analysis of financial, operational, and management reports Partner with accounting, finance, and operations teams to ensure data integrity and compliance Identify opportunities to improve operational processes and reporting workflows Support internal audits, regulatory exams, and compliance-related requests Participate in special projects and ad hoc analysis as needed Qualifications 2-10 years of experience in banking or financial services Background in bank operations, regulatory reporting, or financial reporting Familiarity with FED reporting requirements Solid understanding of financial statements and banking data Strong attention to detail, analytical skills, and organizational abilities Comfortable working on-site in a collaborative, small-bank environment Additional Experience That's a Plus Prior accounting experience (public accounting or industry) Experience working at a commercial or community bank Exposure to regulatory exams or audits Advanced Excel or reporting system experience Why This Opportunity Join a highly regarded local bank with strong community roots On-site role within a close-knit team Broad, hands-on exposure across operations, reporting, and finance Stable organization with a collaborative and professional culture If you are interested in this opportunity or other banking opportunities we encourage you to apply today!

PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.

A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Basic Qualifications Minimum Degree Required: Bachelor Degree Minimum Year(s) of Experience: 3 year(s) Degree Preferred: Master Degree Preferred Fields of Study: Business Administration/Management/Analytics, Operations Management/Research, Finance, Engineering, Computer and Information Science Certification(s) Preferred: CFA, CFP, CIMA Preferred Knowledge/Skills: Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas: Applying proven experience in Wealth Management, and/or Asset Management business models and services; Applying knowledge of transaction lifecycles of Financial Services products; Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Manager value chain; Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations; Applying experience with data and systems interactions including IT tools and technology; Utilizing project management software / tools; Learning new technologies; Understanding of key controls within payments, middle and back-office processes; Applying knowledge of data analysis, process and business requirements; Applying knowledge of technology implementations - design through roll‑out; Being familiar with trends of global organizations; Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas: Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative; Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction; Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback; Communicating effectively in written and verbal formats in various situations and to various audiences; Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence; Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members; Structuring and communicating ideas logically; Seeking opportunities to build and maintain professional relationships; Approaching new projects with an open mind; Demonstrating empathy for coworkers and clients; Learning from mistakes and asking for help when needed; Persevering through challenges; Believing in the value created by diverse teams and adapting to a variety of working styles. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr

A top financial institution is seeking a Principal Site Reliability Engineer to enhance reliability and operational efficiency. The role involves managing critical incident management and infrastructure design. Candidates must have over 10 years of experience in site reliability engineering, along with strong technical and project leadership skills. This position offers the chance to influence end-to-end software development processes within a dynamic team environment. #J-18808-Ljbffr

A state governmental agency in Chelsea, Massachusetts is seeking an Accounts Management Analyst II to manage employee provisioning and deprovisioning, ensure timely completion of requests, and support end-users with IT issues. The ideal candidate should have extensive experience in technical support, strong knowledge in Windows, Azure, and service management tools like ServiceNow, along with excellent problem-solving and communication skills. This full-time role offers a salary range between $77,290 and $116,401 annually. #J-18808-Ljbffr

Protect yourself from fraudulent recruiters targeting CircleCI job seekers. We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%. Growth Flexibility What does it mean to work at CircleCI? For us, flexibility is key. Join our Finance team as aSenior Financial Analyst driving strategic financial planning and analysis. In this high-impact role, you'll own core planning processes, partner cross-functionally with R&D and G&A to guide investment decisions, and deliver financial insights that shape business strategy. You'll leverage financial modeling, data analytics, and automation to drive better decision‑making across the organization. About the Team Our FP&A team partners with stakeholders across to provide financial insights that fuel smart growth. We lead budgeting, forecasting, and scenario planning processes, while also developing tools and frameworks that help leaders understand their performance and make confident investment decisions. We value curiosity, precision, and a builder mindset - and we're excited to add a teammate who thrives in both the numbers and strategy. What You'll Do Own the end‑to‑end planning and forecast rhythms for the company - leading the annual plan, quarterly reforecasts, and monthly close/BvA reviews, while driving alignment between top‑down targets and bottom‑up business plans. Build and maintain fully‑linked financial models across P&L, balance sheet, cash, billings, and ACV metrics used by the CFO and executive team for decision‑making. Develop scenario and sensitivity frameworks (pricing, headcount pacing, gross margin levers, investment trade‑offs) to support strategic choices by the CEO/CFO. Serve as finance partner to R&D and G&A - reviewing spend, headcount plans, and vendor strategy; quantifying ROI and resource efficiency to shape budget allocation. Drive COGS and unit economics understanding - including gross margin decomposition, cloud cost modeling, cost‑to‑serve analysis, and MAC/preferred‑pricing strategy evaluation. Collaborate with Engineering, Procurement, and Operations to identify and implement cost optimization initiatives that improve operating leverage. Write and modify SQL queries to pull financial and product‑usage data from Snowflake for self‑serve analysis, data validation, and forecast integration. Design planning structures and workflows in Pigment - building scalable modules, dashboards, and driver logic powering forecast submissions and executive views. Automate recurring financial reporting - including executive readouts, operating reviews, and board‑level materials - improving accuracy, speed, and consistency of insight delivery. Who You Are You have 5-8+ years of experience in FP&A, corporate finance, or business analytics, ideally in a SaaS or tech environment You're fluent in Excel/Sheets and skilled in building complex, multi‑driver financial models You can write and optimize SQL queries to pull and analyze data from multiple sources You have hands‑on experience with planning platforms like Pigment, Anaplan, or Adaptive You've worked closely with cross‑functional partners across G&A, R&D, or COGS orgs You have a solid understanding of GAAP vs. Non‑GAAP metrics and how they inform reporting and planning You're detail‑oriented, curious, and proactive in driving clarity and insight from data You enjoy building repeatable processes and tooling that scale with the business United States Base Pay Range $133,000 - $166,000 USD We will ensure that individuals with disabilities are provided reasonableaccommodation to participate in the job application or interview process, to performessential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. About CircleCI CircleCI is the world's largest continuous integration/continuous delivery (CI/CD)platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools - processing more than 3 million jobs a day - CircleCI has unique access todata on how the most effective engineering teams work, and the tools to help softwarecompanies successfully leverage the power of AI into their commercial applications.Companies like Hinge, HuggingFace, and Samsung use us to improve engineering teamproductivity, release better products, and get to market faster. Founded in 2011 and headquartered in downtown San Francisco with a global, remoteworkforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit, and Harrison Metal Capital. CircleCI is an Equal Opportunity and Aff… (disclaimer) #J-18808-Ljbffr

The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events. Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve. Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred The base pay for this position is generally between $210,000 to $300,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr