Relationship Management Officer, Wealth Advisory
Glenmede Trust Co job in Beachwood, OH
Empowering Financial Futures.
For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.
Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.
Private Wealth:
Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.
This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH), however you are expected to be in the office full time for the first 90 days.
OVERVIEW:
The Relationship Management Officer, Wealth Advisory position is part of an interdisciplinary private client wealth management team responsible for goals-based wealth management, effective trust administration, and overall excellence in client experience. This position will provide day-to-day client management for designated relationships and will provide Wealth Advisory service and support for other designated relationships. The scope of responsibilities includes relationship management, fiduciary and account administration, wealth advice, and other functions as required to ensure excellent relationships with clients and business partners, and success with firm-wide initiatives.
RESPONSIBILITIES:
Relationship Management and Client Service: Manage designated client relationships and provide client service and support for moderately complex relationships as a part of an interdisciplinary Relationship Management team. Identify client needs, address client concerns, resolve issues (with guidance from senior officers where appropriate) and respond to client inquiries while keeping relevant parties involved. Effectively communicate with clients, external partners and colleagues regarding fiduciary, tax, legal, administrative, investment and other wealth management matters. Plan and prepare for client meetings, including pre-call, preparation of meeting materials and post-meeting follow up.
Fiduciary and Account Administration: Serve as fiduciary advisor for designated clients, including preparing summaries and recommendations for discretionary actions, communicating with trustees and beneficiaries, administering special assets, preparing annual trust reviews, preparing and maintaining Client Wealth Objectives, and ensuring that fiduciary standards and practices are observed at all times. In addition, provide daily administration for trust and investment accounts, including transaction management and/or execution, overdraft and tax lot management, account opening, set-up and funding, account termination, and other administrative functions in support of Relationship Management team clients. Consult with Fiduciary Practices Committee, Trust Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys and CPAs as appropriate.
Wealth Advisory: Exhibit strong knowledge of relevant aspects of wealth advisory for all account types and provide client-appropriate advice, with guidance from senior officers, where appropriate. Prepare Wealth Advisory materials for client meetings in collaboration with Wealth Planning, Portfolio Management, Tax and other team members, including relationship summaries, goals-based wealth plans and trust synopses. Analyze and interpret relevant legal documents including wills, trusts, agreements and entity documents, and explain to clients basic to moderately complex estate, tax and financial plans (including net worth, cash flow, and Monte Carlo analysis).
Firm Building: Participate in special projects and firm-wide initiatives to deepen understanding of multidisciplinary wealth management practice areas, create effective working relationships with colleagues and peers across the firm, and to develop effective presentation skills. Collaborate with colleagues and associates across the firm to enhance best practices, engage appropriate resources and foster strong team dynamics. As part of an integrated wealth management team, hold a basic understanding of asset classes, allocation, risk and Prudent Investor standards, as well as Glenmede's investment philosophy and process, with the ability to effectively communicate relevant basic principles to clients. Participate in new business development and presentations for prospective clients, develop referrals and expand client relationships, cultivate your professional network consistent with Glenmede's reputation and business goals.
REQUIRED QUALIFICATIONS:
Bachelor's degree required.
5+ years of experience in financial services, preferably in a fiduciary operating environment or in a wealth management, law or accounting firm.
PREFERRED QUALIFICATIONS:
Advanced degree/certification preferred. (JD, MBA, CTFA, CFP, CPA)
Knowledge of trust management, financial planning, philanthropic planning and fiduciary law.
Strong verbal and written communication skills for effective interactions with clients, colleagues and external advisors.
Detail-oriented, especially with financial calculations and administrative requirements. Full understanding of client privacy and confidentiality.
Superior team orientation.
Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney, InvestEdge).
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************
Our Benefits Overview:
-Competitive health and welfare benefits, including company HSA contributions
-Numerous voluntary benefit choices available
-Superior 401k match
-Tuition reimbursement
-Company subsidized commuter benefits
-Generous paid time off, including parental leave
-Plus more!
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. ****************************************************
** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
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Auto-ApplyBusiness Development Associate
Glenmede job in Beachwood, OH
Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.
Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.
This position will operate in a hybrid work environment, 3 days per week in the office. We have openings in multiple office locations (New York, NY, Philadelphia, PA, Wilmington, DE, Princeton, NJ, Cleveland, OH and Pittsburgh, PA).
OVERVIEW:
The role of the Business Development Associate is to partner with the Business Development team to identify, develop and cultivate new private clients and endowment and foundation clients. The associate will work creatively and entrepreneurially to design prospecting strategies as well as individualized plans designed to win new clients and generate revenue growth. This role will provide foundational sourcing, prospecting and client development skills necessary to be successful as a Business Development Officer.
RESPONSIBILITIES:
Business Development and Sales Support
* Support the Business Development Team in implementation of a business plan and business development strategy.
* Assist in identifying and attracting new revenue from high-net-worth individuals, families, and endowments and foundations, including taking responsibility for documenting new opportunities in Salesforce.
* Identify and build lists of key influencers, intermediaries and centers of influence (e.g., attorneys, accountants, consultants) in target markets and properly document findings.
* Track prospect contact information for follow-up using Salesforce.
* Maintain and expand the database of prospects for Business Development Team.
* Maintain history of business development activity and call data.
* Analyze data to provide reports, access profitability, identify trends and make recommendations.
* Obtain all required documentation, prepare, submit, and monitor New Business Acceptance and Fee Exception Forms.
Sales
* Source new sales opportunities through research and follow-up with outbound calls and emails to establish meetings for the Business Development Team and schedule follow-up appointments with Business Development Officers.
* Leverage traditional as well as digital and social media in an effort to successfully prospect.
* Apply knowledge of financial markets, core products and services, and Glenmede requirements when interacting with prospects to effectively identify and meet their objectives.
* Proactively keep prospects updated on new product offerings and send prospects relevant product information (i.e.: market outlook materials, industry-specific research, etc.) which solidify and add value to the relationship.
Presentations and Events
* Help organize and execute events for clients and prospects, with an emphasis on follow-up strategies that increase the ROI of the events.
* Assist in the customization of presentation materials advocating the uniqueness of prospective clients and develop/implement marketing plans for proactive outreach.
* Participate Glenmede at relevant industry or firm conferences.
Firm Building
* Take an engaged role in firm-wide and private wealth group initiatives and projects, including technology integration, enhanced client service and increased productivity; take responsibility for implementing conclusions.
REQUIRED QUALIFICATIONS:
* Bachelor's degree.
* Up to 5 years of experience required preferably within financial services, fiduciary, wealth management or the investment arena.
PREFERRED QUALIFICATIONS:
* Strong self-starter demonstrating initiative and resourcefulness.
* Proven communication skills, analytical ability, consultative, problem resolution skills; ability to probe and listen to help prospects clarify needs and objectives. Ability to gather and present data to evaluate and develop action next steps.
* Client-centric orientation and mindset, able to stay on top of prospect needs and initiate or prepare a timely response. Ability to manage prospects' expectations.
* PC proficiency, including Word, Excel, PowerPoint.
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************
Our Benefits Overview:
* Competitive health and welfare benefits, including company HSA contributions
* Numerous voluntary benefit choices available
* Superior 401k match
* Tuition reimbursement
* Company subsidized commuter benefits
* Generous paid time off, including parental leave
* Plus more!
Salary Range: $65,000 - $85,000
Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package.
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. ****************************************************
We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
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General Manager
Columbus, OH job
Your Opportunity:
General Manager CheckSmart Columbus, OH
As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation.
While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential.
What We Offer:
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries.
Operations experience in a leadership capacity.
Excellent verbal and written communication skills.
Proficiency in using phones, Point of Sale, Microsoft Office, and other systems.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Associates degree or higher.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Manage overall store performance by meeting or exceeding Company performance standards.
Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports.
Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue.
Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits.
Enforce adherence to quality standards, procedures, and local and state laws and regulations.
Participate in audits and compliance reviews as directed by the corporate office or District Manager.
Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses.
Conduct proper opening and closing procedures and train new staff in keyholder duties.
Participate in the selection, review, hiring, and retention of new employees.
Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance.
Handle complex customer situations that arise with integrity and professionalism.
Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.*
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
Auto-ApplyRegistered Branch Associate
Zanesville, OH job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1396 Brandywine Blvd, Zanesville, OH
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $27.63
Hiring Maximum: $29.35
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are 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.
Financial Advisor
Westfield, NJ job
This job posting is anticipated to remain open for 30 days, from 22-Dec-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
General Manager
Hamilton, OH job
Your Opportunity:
General Manager CheckSmart Hamilton, OH
As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a fast-paced, customer-focused environment designed to inspire high-performance, growth, and innovation.
While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential.
What We Offer:
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries.
Excellent verbal and written communication skills.
Proficiency in using phones, Point of Sale, Microsoft Office, and other systems.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard
Nice to Haves - Preferred Qualifications and Skills
Associates degree or higher.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Manage overall store performance by meeting or exceeding Company performance standards.
Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports.
Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue.
Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits.
Enforce adherence to quality standards, procedures, and local and state laws and regulations.
Participate in audits and compliance reviews as directed by the corporate office or District Manager.
Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses.
Conduct proper opening and closing procedures and train new staff in keyholder duties.
Participate in the selection, review, hiring, and retention of new employees.
Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance.
Handle complex customer situations that arise with integrity and professionalism.
Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
Auto-ApplyTechnical Service Representative
New York, NY job
The Visory Technical Service Representative Lead (Tier 2) will serve as the dedicated on-site technical support resource for a key wealth management client in New York City (Midtown). This role provides advanced troubleshooting, escalated issue resolution, and high-quality customer service while acting as the primary technical point of contact for all on-site needs. Working from the client's office Monday through Friday, the TSR Lead will manage and resolve the client's support tickets, coordinate with the broader Technical Service Team for escalations, and ensure consistent, reliable IT support.
This position requires strong Tier 2 technical expertise with an emphasis on Azure technologies; Nerdio experience is a plus. While MSP background is beneficial, candidates with solid internal IT support experience will also be considered due to the single-client focus. Only candidates currently in the NYC area will be considered for this role.
Duties/Responsibilities:
Provide front-line technical support with exceptional customer service both on-site in NYC office and via email, phone and chat while also achieving target customer satisfaction on assigned tickets.
Use excellent communication and interpersonal skills to ensure that customer and system issues are resolved in a timely fashion.
Identify recurring customer issues and diagnose root causes, then collaborate with Technical Service Manager and Technical Service Team to determine permanent resolutions and solve tickets in the que.
Fully document all customer issues and support calls in the ticket system, including problem resolution and time to fix, as well as update existing documentation when found to be incomplete or inaccurate.
Maintain and participate in on-call schedule, including weekends and after-hours.
Complete assigned training and any other technical training which relates to your job and required skills.
Required Skills/Abilities:
Strong understanding of Active Directory Fundamentals On-Prem and Azure O365
Working knowledge of Group Policy, RDS/RDP, and Citrix fundamentals
Expertise in Microsoft Windows desktop and server operating systems plus Cloud hosting principles.
Knowledge of local printer configurations in Remote VMs & Local On-Prem machines
Proficiency with Remote Monitoring and Management Systems
Working knowledge of Windows Command Line interface
Networking fundamentals - including VPN/VoIP/ACLs/Security/Compliance
Work in conjunction with other departments to investigate issues.
5+ years related IT work experience and/or training; or equivalent combination of education and experience preferred.
Education and Experience:
Associates' or Bachelor's degree preferred
Full Azure Suite experience required, Nerdio a plus!
MS-900 Microsoft 365 Fundamentals Certification, preferred
CompTIA Network+ Certification, a plus!
About Visory:
Visory is a hands-on technology and cybersecurity partner delivering enterprise-grade IT services, compliance support, and managed infrastructure to financial, accounting, construction, and other growing businesses.
Backed by a team of over 150 professionals, Visory combines deep industry expertise with excellent client support to keep clients secure, compliant, and running smoothly. The company empowers clients to confidently navigate digital transformation with proactive, thoughtful solutions.
Financial Advisor
Smyrna, DE job
This job posting is anticipated to remain open for 30 days, from 17-Dec-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
EUC technician/Site IT Support
Morris Plains, NJ job
Must Have Technical/Functional Skills:
• Strong in Communication skills and interpersonal skills with experience in IT Hardware & Software Asset Management services
• Experience in managing PC and Mobile Assets in ServiceNow module and aware of different stages in asset management lifecycle
• Work with vendors to conduct physical asset audit and maintain asset stock rooms
• End to end asset life management (Forecasting, Receiving, Shipping, Maintenance & Recycling)
• Track complete life-cycle management for each asset in order to maintain warranty information, refresh date and end of life information
• Knowledge on ServiceNow, Windows Auto Pilot, Microsoft Office, Windows OS and iOS troubleshooting skills
• Smart hands support for Server and Network devices
• Train the Trainer
Roles & Responsibilities:
• 100% Work from Office (Client location)
• Asset inventory management (New Device Asset/Import/Physical Stocking)
• PC Fulfillment (New, Break fix and Lifecycle), PC LCM Scheduling and PC Recertification (Autopilot/Reimage/Import) including shipping and receiving Assets.
• Windows/MAC/iPhone/iPad Fulfillment (Break fix/swap/unassigns) and Device Recertification (Wipe/QA/Reload/Import)
• Accessory Request Fulfillment and Unknown Device Research/Investigation
• PC Diagnostics & Sanitation, recycle pickup requests (from end users) including Asset Offboarding (Device/Accessory Recycle)
• Software Provision/Install Requests, New Printer Configuration Requests, Miscellaneous Service (Return Labels)
• Walkup, Deskside and Remote technical Support (Incident & Request Management/Ticket Escalations)
• New Hire onboarding training and orientation
• AV Meeting Room support
Base Salary Range: $50,000 - $65,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Financial Services
New York, NY job
Fin'l Srvcs: Morgan Stanley & Co. All candidates should make sure to read the following job description and information carefully before applying. LLC is hiring for following roles throughout facilities in NY, NY: Vice President, Investment Banking to participate in execution of M&A transactions, & contribute to strategy & transaction structuring recommendations (JR013289, salary range $275000
- $275000); Vice President, Banking to id, assess, & monitor asset & counterparty-level risks, & mrkt risk for structured margin financing portfolio (JR017723, salary range $225000
- $250000); Associate, Strats to work closely w/ Trading Desk to support existing tools & build next generation of trading tools (JR017724, salary range $200000
- $200000).
All positions req rel.
degree & or exp & or skills.
Multiple open positions at various prof'l levels.
For more info & to apply online, visit us at & search for these opportunities. xevrcyc
No calls pls.
EOE
JobiqoTJN.
Keywords: VP Investment, Location: New York, NY
- 10060
Principal Front-End Developer - Trading Platforms
New York, NY job
Job Title: Principal Front-End Developer - Trading Platforms
Employment Type: Full-Time, Direct Hire
About the Role
We're seeking a highly skilled Principal Front-End Developer to lead the development of sophisticated trading platforms and financial systems. This role is ideal for a seasoned technologist with deep experience in financial markets and a passion for building scalable, high-performance applications that support fund administration and regulatory compliance.
Responsibilities
Architect and develop front-end components for trading and fund administration platforms
Collaborate with cross-functional teams including product managers, traders, and compliance officers
Implement CI/CD pipelines using tools like Jenkins and Azure DevOps
Design and deploy microservices-based applications on Azure Cloud and Data Bricks
Ensure adherence to financial regulations and data governance standards
Lead code reviews, mentor junior developers, and champion engineering best practices
Required Skills & Experience
10+ years of software development experience, with a strong focus on front-end systems
Expert-level proficiency in C#, .NET, .NET Core, SQL
Hands-on experience with CI/CD tools (Jenkins, Azure DevOps) and unit testing frameworks
Proven experience with microservices architecture, Azure Cloud, and Data Bricks
Deep understanding of financial instruments, trading workflows, and regulatory requirements
Industry experience with platforms such as Geneva, Orchestrade, Bloomberg, or FlexTrade
Demonstrated success in developing fund administration and/or financial systems
Preferred Qualifications
Experience with containerization (Docker, Kubernetes)
Familiarity with FIX protocol and market data integration
Strong analytical and communication skills
Agile development experience
Risk Assurance Manager
Jericho, NY job
Basic Function: The Risk Assurance Manager is responsible for managing the administration of the outsourced enterprise-wide internal audit function. The position will also liaison and manage other outsourced audits, model validations and operational reviews to ensure that they are properly handled, including document collection and review, issue tracking and workpaper review.
Principal Responsibilities:
Perform the appropriate oversight and due diligence of third-party outsourced audits, reviews and validations.
Coordinate the outsourced internal audit process, assembling and reviewing deliverables and ensuring that the audits remain on track.
Administer external reviews and validations, coordinating deliverables and timeframes.
Review and concur with audit work, including findings, conclusions, recommendations and scopes performed by the outsourced audit firms.
Lead the annual internal audit risk assessment process and the resulting annual audit plan.
Maintain audit and issue tracking in the Bank's audit software and follow-up with management on items coming due or past due.
Oversee the collection of audit and examination issue remediation updates from auditees.
Perform issue closure validation on matters identified by third-party outsourced internal audit, review and validation findings.
Perform Quality Assurance reviews of internal audits performed by the third-party outsourced internal audit firms utilizing a risk-based approach.
Assist the Chief Compliance Officer & Risk Officer in managing the enterprise-wide compliance and operational risk programs.
Other duties as assigned.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background & Experience:
5+ years experience in financial service industry is required, preferably in Internal Audit or Risk Management
Bachelor's degree in Finance or Accounting preferred
Strong administrative, communications and interpersonal skills with ability to interact with all levels of the organization.
Ability to multi-task and consistently meet deadlines, strong organizational skills.
Working knowledge of IIA Professional Practice Framework Guidance and Standards, OCC, FDIC and FRB examination handbooks and related laws, regulations and guidance, and Sarbanes-Oxley Section 404 a plus.
Ability to work independently with minimal supervision and in team-oriented environments.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$100,000 - $115,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
Customer Service Representative
Jericho, NY job
Basic Function:
The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.
Principal Responsibilities:
Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
Assist customers with deposits, withdrawals, or payments and resolve client concerns.
Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
Open commercial and consumer accounts and assist customers with routine account related inquiries.
Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
Utilize Sales Force to track client interactions.
Assist with branch vault opening, closing and balancing procedures.
Inform customers about bank products and services.
Always maintain a professional appearance and demeanor.
Comply with all department Security, company policies, procedures, and regulations.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background and Experience:
High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work independently with little to no supervision.
Cash handling experience preferred.
High level of accountability, efficiency, and accuracy.
Prior Customer Service experience.
Microsoft Office and Excel skills. Salesforce experience preferred.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$40,000 - $55,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
Service Desk Specialist
Milford, OH job
Manage Media content through specific workflow based Operations
Monitor, reconcile and QA content
Adept with all Client tools to make required changes to content
Written and verbal communication with Clients and Network Partners
Triage issues and work with cross functional teams for escalating, mitigating or troubleshooting issues
Rule, Analysis, and Knowledge based decision making
End to end ownership, tracking and reporting of issues
Salary Range: $38,000 - $45,000 per year
COO (with potential track to CEO)
Plattsburgh, NY job
The Chief Operating Officer (COO) oversees business operations and is responsible for the development, recommendation, implementation, and promotion of policies, procedures, programs and projects involving operations, as well as leading and managing a comprehensive array of the banks business units and special projects, while promoting service excellence and improving organizational efficiencies. The Chief Operations Officer (COO) is responsible for the management and oversight of the daily operations of the bank, including back-office operations, including Information Technology/Security, Retail Operations, Electronic File Transfer (EFT), Deposit & Loan Services, Audit & Compliance departments. The COO is also appointed as the Information Security Officer, Business Continuity Coordinator and heads the Information Technology Steering Committee. The COO must be customer-oriented, have strong leadership skills and possess the ability to guide and inspire outstanding performance. This position will be a part of an executive team and will be responsible for contributing to the development, implementation and administration of the bank's strategic goals and objectives. The Chief Operations Officer serves as a key customer in developing strategic initiatives and accountability to assure sound bank growth. The goal of the COO is to secure the functionality of business to drive extensive and sustainable growth efficiently. Reporting directly to the CEO and attending meetings with the Board of Directors and Committees, as assigned by the CEO, the ideal candidate will be collaborative, have a high level of professionalism, excellent verbal and written communication capabilities, and great project management skills. The successful candidate will be able to translate our vision of increased reach, impact, and community development leadership into meaningful and measurable actions. Through ownership, collaboration and innovation, and guided by our mission, the COO provides leadership, management, and vision necessary to ensure the organization has proper operational controls and people systems in place to ensure operational efficiency. REQUIRED SKILLS & ABILITIES ▪ An energetic, forward-thinking and creative leader with the ability to drive innovation, specifically regarding service technology, in customer delivery in the areas of sales and service. A decisive individual who possesses a strategic focus, as well as an operational and detail-oriented perspective. Qualified candidates must be able to use a collaborative management style that promotes effective communication and teamwork. ▪ Must collaborate with the Senior Leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the strategic objectives of the organization. The COO will ensure the delivery of the bank's service culture through the branches, community education, customer development and be directly responsible for the sales cycle. ▪ Solid focus on understanding our customers; the knowledge, skills and ability to seize market-driven opportunity, master change and foster staff development through, mentoring, coaching, and modeling of the bank's core values. ▪ The candidate will manage departments and programs to minimize risk to the organization and maximize staff efficiency through use of technology. ▪ The COO will ensure each department's operational excellence and maintain the highest level of customer service resulting in a memorable customer experience. ▪ Demonstrated knowledge of principles of management and administration. ▪ Proven leadership ability with strong personnel development experience. ▪ Demonstrated background leading and managing critical projects. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. ▪ Evaluates key operational metrics; determines potential cost efficiencies, program improvement, or policy change. ▪ Establishes collaborative relationships with suppliers/vendors and pursue low costs through diverse sourcing. ▪ Supports senior management with business strategies, offering insights, and contributing to key decisions. ▪ Assists with identifying opportunities and assessing strategic and financial merits and risks. ▪ Establishes operational priorities and helps to create the vision and buy-in that will facilitate implementation and ensure development of a service- and performance-oriented culture that drives continuous improvement to achieve best practices. ▪ Anticipates opportunities by remaining actively informed regarding new developments and innovative and economical solutions to complex business challenges. ▪ Manages performance activities, including consumer-wide reporting, new business development assessment, and profitability maximization. ▪ Analyzes financial and operational performance metrics to identify areas for improvement. ▪ Develop and implement strategies to enhance the company's profitability and liquidity profile. ▪ Collaborates with applicable divisions to ensure banking operations are aligned with corporate goals. ▪ Foster strong relationships with key stakeholders to support business objectives. ▪ Promote effective and productive relationships between cross-functional and cross-organizational work teams. ▪ Keep HR informed about strategic business plan initiatives that require HR support. ▪ Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others across the business. ▪ Lead change management efforts to ensure smooth transitions and adoption of new processes and systems ▪ Management, oversight and negotiation of annual umbrella insurance policies and renewals. ▪ Design, plan and implement business strategies, plans and procedures. ▪ Identify, strategize, develop, and drive initiatives to enhance competitiveness and improve efficiencies. ▪ Cultivate a culture, which aligns with both the strategic and operational plans and objectives of the Bank. ▪ Monitor and evaluate the overall effectiveness of the operations functions; identify specific problems and trends and apply appropriate training or corrective strategies. ▪ Align overall business strategy with innovative thinking, identify trends and business opportunities within the market, and seek input from stakeholders at different levels to identify areas of innovation and growth. ▪ Provide support for implementing strategic initiatives, recommendations for relevant capital expenditures, analyzing financial impacts. ▪ Set comprehensive goals for measuring success. ▪ Maintain an in-depth knowledge of all products, services, equipment, internal controls and policy and procedures. ▪ Ensure compliance with all relevant regulatory requirements and conformance with policy. ▪ Administer policies and procedures and ensure compliance with applicable laws and regulations. ▪ Provide support and assistance with research for departments as needed. ▪ Review and provide guidance, coaching and education based on the results of independent control assessments, audits and exams. Prepare and provide requested documents for audits or examinations when requested. ▪ Consistently promotes the bank's core values and maintains positive relationships with all stakeholders (Employees, Board of Directors, Customers) ▪ Annually participate in budgeting process for area(s) of responsibility. ▪ Responsible for all bank facilities (leased or owned). ▪ Completes any assigned training in a timely manner. OTHER DUTIES The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ▪ Bachelor's degree (B.A./B.S.) or in Business, Management, or related discipline; Master's degree preferred. ▪ Six to eight years related experience; three to five years in senior management, preferably in the banking industry. ▪ An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above. ▪ Advanced knowledge of operations, compliance, regulations, policies, procedures and processes. ▪ Experience in developing leaders and developing strategic plans for growth. ▪ Ability to motivate and lead a team, coordinate internal and external resources and achieve measurable results against goals. ▪ All officers will be expected to demonstrate excellent interpersonal skills and a commitment to high quality personal service to our customers and to other departments and employees within the bank. All officers should have good communication skills and be willing to pursue appropriate continuing education. ▪ Outstanding organizational and time management skills. ▪ Adaptive thinking and a strong, critical mindset; ability to think strategically regarding all bank operations. ▪ Strong business acumen and presentation skills; effective communication skills, with the ability to present complex financial information to stakeholders. ▪ Highly proficient at project planning, budgeting, and oversight. ▪ Forward-thinking and adaptable to dynamic situations. ▪ Detail-oriented with a high level of accuracy. ▪ Excellent analytical and problem-solving skills. ▪ Advanced Microsoft Office skills ▪ Exhibits Champlain National Bank core values.
Workday Payroll Consultant
New York, NY job
Senior Workday Payroll Consultant - 9-12 Month Contract
Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations.
This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation.
Key Responsibilities:
Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce.
Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs.
Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders.
Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules.
Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia.
Support aspects of global payroll for Canada, France, and the UK.
Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing.
Work closely with technical teams to resolve payroll, integration, and data issues.
Support payroll data migration and validation, including balances and year-to-date figures.
Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities.
Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration.
Support knowledge transfer and help establish strong operational processes for the business.
Required Experience:
5+ years of Workday Payroll experience, including at least one full end-to-end implementation.
Strong background delivering payroll solutions within manufacturing or similarly regulated environments.
Proven experience supporting unionised payroll populations.
Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle).
Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA.
Exposure to global payroll operations (Canada, France, and the UK) highly desirable.
Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing.
Confident working directly with senior stakeholders on requirements gathering and solution design.
Strong reporting, reconciliation, and audit support experience.
Excellent communication skills and the ability to work in fast-paced, large programme environments.
This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.
Mechanical Project Manager
New York, NY job
Mechanical Project Manager
Salary: $130K-$140K + Benefits
We are a trusted mechanical contractor delivering comprehensive HVAC solutions across New York City, serving offices, schools, healthcare facilities, retail spaces, and large commercial developments. Due to ongoing growth, we are seeking an experienced HVAC Project Manager to join our team and lead high-profile projects from start to finish.
As part of our team, you will oversee all aspects of project execution, including field operations, subcontractor management, budgets, schedules, and client communications-ensuring every project is completed safely, on time, and to the highest standards.
Responsibilities
Lead HVAC and mechanical projects across NYC from pre-construction through closeout
Manage and coordinate field teams, subcontractors, and vendors
Ensure projects comply with mechanical drawings, specifications, NYC codes, and safety regulations
Develop project schedules, cost projections, procurement plans, and change orders
Oversee installation of HVAC systems, ductwork, piping, controls, and related equipment
Monitor project progress, prepare reports, and represent the company in client and site meetings
Troubleshoot technical challenges and drive projects to successful completion
Requirements
5+ years of HVAC or mechanical project management experience (commercial projects preferred)
Strong knowledge of mechanical systems, HVAC installations, and MEP coordination
Ability to read and interpret mechanical drawings and specifications
Proven experience managing labor, budgets, schedules, and procurement
Excellent leadership, communication, and problem-solving skills
APPLY today for immediate consideration!
Java Software Engineer
Iselin, NJ job
Job Information:
Functional Title - Assistant Vice President, Java Software Development Engineer
Department - Technology
Corporate Level - Assistant Vice President
Report to - Director, Application Development
Expected full-time salary range between $ 125,000 - 145,000 + variable compensation + 401(k) match + benefits
Job Description:
This position is with CLS Technology. The primary responsibilities of the job will be
(a) Hands-on software application development
(b) Level 3 support
Duties, Responsibilities, and Deliverables:
Develop scalable, robust applications utilizing appropriate design patterns, algorithms and Java frameworks
Collaborate with Business Analysts, Application Architects, Developers, QA, Engineering, and Technology Vendor teams for design, development, testing, maintenance and support
Adhere to CLS SDLC process and governance requirements and ensure full compliance of these requirements
Plan, implement and ensure that delivery milestones are met
Provide solutions using design patterns, common techniques, and industry best practices that meet the typical challenges/requirements of a financial application including usability, performance, security, resiliency, and compatibility
Proactively recognize system deficiencies and implement effective solutions
Participate in, contribute to, and assimilate changes, enhancements, requirements (functional and non-functional), and requirements traceability
Apply significant knowledge of industry trends and developments to improve CLS in-house practices and services
Provide Level-3 support. Provide application knowledge and training to Level-2 support teams
Experience Requirements:
5+ years of hands-on application development and testing experience with proficient knowledge of core Java and JEE technologies such as JDBC and JAXB, Java/Web technologies
Knowledge of Python, Perl, Unix shell scripting is a plus
Expert hands-on experience with SQL and with at least one DBMS such as IBM DB2 (preferred) or Oracle is a strong plus
Expert knowledge of and experience in securing web applications, secure coding practices
Hands-on knowledge of application resiliency, performance tuning, technology risk management is a strong plus
Hands-on knowledge of messaging middleware such as IBM MQ (preferred) or TIBCO EMS, and application servers such as WebSphere, or WebLogic
Knowledge of SWIFT messaging, payments processing, FX business domain is a plus
Hands-on knowledge of CI/CD practices and DevOps toolsets such as JIRA, GIT, Ant, Maven, Jenkins, Bamboo, Confluence, and ServiceNow.
Hands-on knowledge of MS Office toolset including MS-Excel, MS-Word, PowerPoint, and Visio
Proven track record of successful application delivery to production and effective Level-3 support.
Success factors: In addition, the person selected for the job will
Have strong analytical, written and oral communication skills with a high self-motivation factor
Possess excellent organization skills to manage multiple tasks in parallel
Be a team player
Have the ability to work on complex projects with globally distributed teams and manage tight delivery timelines
Have the ability to smoothly handle high stress application development and support environments
Strive continuously to improve stakeholder management for end-to-end application delivery and support
Qualification Requirements:
Bachelor Degree
Minimum 5 year experience in Information Technology
Lending Systems Business Manager
Buffalo, NY job
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
The Lending Systems Business Manager is responsible to directly manage multiple functions within the Lending Business Systems group, own the Mortgage Point of Sale and Loan Origination systems, lead the development of test strategies/plans, and test cases/scripts for Mortgage Originations/Lending business system testing and manage the Mortgage Systems Service Desk.
As our Lending Systems Business Manager you will:
Manage multiple functions within the Lending Business Systems group including but not limited to Business Analysts, Technical Analysts, and Tier 1 User Support Team
Be responsible for Product Ownership of Mortgage Point of Sale and Loan Origination systems, including user interface updates and maintaining an efficient and consistent user experience
Manage Mortgage Point of Sale and Loan Origination/Lending systems testing for Mortgage Platforms team and business subject matter experts
Manage the transformation and development of a robust automated testing program
Manage the Mortgage Systems Service Desk for all user support, access management, and other related activities
Work closely with business subject matter experts and assist other units within Mortgage Systems Administration
Coordinate activities and manage project deliverables as required
You'll likely have the following qualifications to succeed in this role:
Experience management of Business Analysts, Service Desk, or Technical Testing team
Proven programming experience (Java, C#, C++) and strong testing automation knowledge
Coming with bank, mortgage business, mortgage systems related experience or equivalent is an added advantage
Minimum of associate's degree in business, management information systems, related field or equivalent experience
Proven communications, organizational, analytical, administrative, problem-solving, project management and interpersonal skills
Proficiency with personal computers as well as pertinent HSBC systems and software
Ability to meet project deadlines and objectives independently and within a team
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
2026 Private Wealth Management Intern (Cleveland)
Glenmede job in Beachwood, OH
Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise, and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. For further information, please visit ************************
Internship Program:
Interns will have the opportunity for personal and professional development while gaining insight into future career opportunities within our firm. The 10-week program will run from June to August 2026. Program highlights include networking events, a final group project, volunteer opportunities, social outings, and exposure to professionals in all areas of the business.
The internship will be based out of our Cleveland, OH location. The intern must be available to come into the office up to five days per week, depending on business needs.
What You'll Gain:
* Hands-on Experience
* Skills Development
* Mentorship
* Career Insights
OVERVIEW:
Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.
To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding, and addressing unique client circumstances. Our team of experts partner with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.
RESPONSIBILITIES:
Roles and responsibilities will vary based on the department; all interns are expected to support a wide range of activities, acting, and performing professionally. At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels.
Portfolio Management:
The team is responsible for the daily execution of portfolio management responsibilities and the respective daily client service requirements. The team provides a broad landscape from which to learn the application of holistic, goals-based wealth and investment management. This internship is intended for individuals with an interest in portfolio management, construction, and implementation for private clients.
Wealth Advisory:
Our Wealth Advisors offer comprehensive services tailored to meet the needs of each client, including expertise on family governance and educational programs, philanthropic guidance, fiduciary services, and administrative services.
QUALIFICATIONS:
* Must be enrolled in a Bachelor's degree program and a rising senior, (graduating between May 2027-December 2027).
* We accept varying majors, business majors preferred.
* Excellent communication skills required.
* Self-motivated with proactive resolutions and a strong sense of responsibility and problem-solving.
* Demonstrated ability to carry out detailed work accurately and on time.
* Ability to work under pressure and meet deadlines.
* Detail oriented, ability to analyze.
* Ability to work within a team and on a self-directed basis.
* Proficient with Microsoft Office Suite, including Excel and PowerPoint.
* Must be authorized to work in the United States, without sponsorship, for the internship duration.
Compensation:
The hourly rate offered for this role is $30/hour for rising seniors.
All communication will be sent via email. Please check your email and spam folder for updates.
Applications for our 2026 Summer Internship Program will be accepted on a rolling basis until all the roles are filled.
Glenmede will only consider candidates who are currently authorized to work for any employer in the United States and who will not require work visa sponsorship from Glenmede now or in the future in order to retain their authorization to work in the United States.
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. ****************************************************
We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
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