Financial Advisor
Mountain Lakes, NJ job
This job posting is anticipated to remain open for 30 days, from 03-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.
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Registered Branch Associate
Pinehurst, NC 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: 293 Olmsted Blvd Ste 6, Pinehurst, NC
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.
Principal, HashiCorp Vault Expert
Durham, NC job
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise You Have and The Skills You Bring
Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Branch Office Administrator
Webster, NY job
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 659 Ridge Rd, Webster, NY
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.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
You can also expect...
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
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.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $23.85
Hiring Maximum: $25.35
Read More About Job Overview
Skills/Requirements
What skills would make you a successful BOA?
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
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
Port Jervis, NY job
This job posting is anticipated to remain open for 30 days, from 02-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
Technical 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.
Desktop and Mobility Support
Concord, NC job
Must Have Technical/Functional Skills
Desktop support, L2 Windows support, Mac OS support, Windows 10/11, Apple iOS Support,
Roles & Responsibilities
• Provide remote desktop level L2 troubleshooting of end user issues by taking remote control of
Laptop/Desktop/VDI
• Solving technical issues related to Windows 10/11, iOS and Mac operating systems and standard software components
like MS Office/VPN/Anti-Virus/Skype etc.
• Provide support in enrolling the iOS devices in MDM (JAMF) and investigate the incidents and Tasks
• Deployment of device drivers and windows patch updates
• Troubleshoot laptop/desktop performance, group policy, Encryption and failed Software configuration of end user devices
• Manage the Security compliance health status of end user workstations
• Monitor security patching status and remedy deficiencies proactively
• Diagnoses, troubleshoot, resolve and escalate supported software, hardware and peripheral Incident calls assigned from
Service Desk team
• Adjust configuration options as required to resolve defects identified while performing corrective action on a device
• Investigate desktop level incidents and identify root causes to be able to provide solutions.
• Deployment, Monitoring, Reporting of Device Drivers including BIOS & utilities
• Support Windows 11 Feature upgrade using modern management techniques - SCCM/Auto Pilot
• L2 Workstations operational support
• Monitor and report on User experience.
Report on Workstation image deployments and patch compliance metrics
Salary Range: $60,000 $70,000 Year
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 & amp; Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Project Manager - Quality Management Systems
Wilson, NC job
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical manufacturing client in Wilson, NC This role will be onsite and available to candidates local to the Fort Worth, TX area.
No Third-Party, No Corp to Corp, No Sponsorship
Title: Project Manager II - Quality Management Systems
Location: Wilson, NC
Onsite (Mon-Fri, 40 hours)
Contract Duration: 12 months, with likely extension
Pay Rate: $53.85 per hour (w2)
MUST HAVE KNEAT EXPERIENCE!
Description:
Quality Management Platform Analyst, located in Wilson, NC.
We need a forward-thinking, data analyst, to evaluate, road map and construct an area within our workspace in Kneat to house our method verification and transfer execution worksheets protocols and reports
Key Responsibilities:
• Train on and establish an account in Kneat,
• Evaluate how to optimally apply the system,
• Construct the needed infrastructure in our workspace and roadmap the execution
Qualifications Education:
BS Experience and Skills: Required:
• Incumbent must be proficient with Word, Excel, Power Point, have the soft skills needed to nurture change, as well as, the acuity to use software nuanced to operate in a regulated environment.
- Generally Requires 8-10 Years Work Experience
- Kneat experience required
Preferred:
• A Major in Bio-Medical Engineering, Chemistry or Biology Other: Available to work full-time (40 hrs./week) with reliable transportation to and from work
Must be available to work Monday through Friday 8AM to 5PM Must be able to work in the US and must not require sponsorship for employment visa status now or in the future (e.g., FI, H1-B status)
Top Three Skills: Experience using Kneat, MS word and in writing method validation or transfer protocols
Risk and Compliance Advisor II - Data and Innovation
Charlotte, NC job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are seeking a motivated and forward-thinking Risk and Compliance Advisor II to join our team and play a key role in navigating the evolving landscape of AI and Generative AI (GenAI). This position requires a proactive individual with a foundational understanding of Second Line of Defense (SLOD) risk and compliance principles specific to AI/GenAI initiatives in the Financial Services and Insurance sectors.
The ideal candidate will demonstrate AI Technology Exposure, with at least two years of hands-on experience using AI tools or understanding their application in business transformation, and a Data Risk Foundation of two or more years in data risk management, including data security and privacy principles. You should possess Technology Risk Skill, showing an ability to work with new technologies, identify risks, and articulate requirements. Familiarity with leading AI/GenAI platforms (e.g., LLMs, APIs) and a strong background or aptitude in data science/risk are highly valued. Furthermore, an AI Policy Awareness and the ability to discuss potential AI applications and their associated risks. If you are eager to apply your risk and compliance expertise to ground breaking AI technologies, we encourage you to apply.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Charlotte, NC or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Partners with key team members in the business to identify, assess, aggregate and document operational and compliance risks and controls, including operational and compliance risks associated with new or modified products, services, distribution channels, laws, regulations, and third-party operations using maturing knowledge.
Applies maturing knowledge of the business, its products, and processes, to identify, work, and raise operational risk and compliance issues.
Supports and contributes to the implementation of new risk and compliance policies, practices, and solutions to ensure multidisciplinary understanding and management of operational and compliance risks according to industry standard process.
Gathers information, analyzes data trends, and produces analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies.
Assists in the formulation of stress test plans for a line of business or the enterprise including the evaluation of results and framing of contingency plans in partnership with key business partners.
Supports processes that focus on improving strategies, tools, and methodologies to measure, monitor, and report on operational and compliance risks.
Contributes in cross-functional teams to identify, assess, aggregate, and mitigate current and emerging risk.
Supports processes to measure, monitor, and report on operational and compliance risks.
What you have:
Bachelor's degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
2 years experience in the financial services or insurance industry or specialized technical fields directly related to the role.
Knowledge of risk and/or compliance management principles, tools, and applicable systems
Awareness and ability to apply risk and compliance laws, regulations, and regulatory expectations.
Ability to work with internal and external partners in a highly collaborative environment.
Critical thinking and knowledge of data analysis tools and techniques.
Experience identifying potential concerns and recommending effective solutions.
Knowledge of Microsoft Office products including Excel and PowerPoint.
What sets you apart:
AI/GenAI Risk & Compliance Understanding: Foundational understanding of Second Line of Defense (SLOD) risk and compliance principles as they apply to Artificial Intelligence (AI) and Generative AI (GenAI) initiatives within the Financial Services and/or Insurance sectors.
Familiarity with AI Technologies: Exposure to leading AI/GenAI vendor platforms and concepts (e.g., Large Language Models (LLMs), APIs), with the ability to discuss their potential applications and associated risks.
Technology Risk Acumen: Ability to work with new technologies, proactively identify associated risks, and articulate associated requirements.
Data Risk Foundation: Two or more years of experience in data risk management, including an understanding of data security principles such as encryption, data privacy compliance, and data lineage and quality.
AI Technology Exposure: Two or more years of exposure to AI technologies, whether through direct use of AI tools, understanding of their application in business transformation, or foundational knowledge of machine learning or Large Language Models (LLMs).
Data Science/Risk Proficiency: A strong background or aptitude in data science principles or data risk management.
AI Policy Awareness: Familiarity with AI policies, standards, and/or frameworks and understanding their importance in governing AI use.
Compensation range: The salary range for this position is: $63,590 - $121,530.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplySAP HANA Developer
Portland, OR job
Must Have Technical/Functional Skills:
• Build solutions using native HANA ecosystem and components
- HANA Architecture &
- HANA Life Cycle Management
- Latest features of HANA v2.0
- Understanding of Data Warehousing Concepts & Analytics
- Understand the consumption of SAP HANA artifacts such as tables, table functions, views and procedures
- Design and develop optimal code to maintain exceptional performance in processing large volumes of data
- data models for a variety of reporting requirements
Performance Tuning
- Analysis & Optimization
- Explain/Viz Plan Analysis & Understanding
Roles & Responsibilities:
1. Database Design & Development
Design, develop, and optimize data models in SAP HANA using Calculation Views, Analytical Views, and Attribute Views.Implement SQLScript procedures, functions, and table functions for complex business logic.
Create and manage schemas, tables, indexes, and partitions for performance optimization.
2. Data Integration
Develop ETL processes using SAP Data Services, SLT (SAP Landscape Transformation), or other tools to load data into HANA.Integrate data from multiple sources (SAP and non-SAP systems) into HANA.
3. Performance Optimization
Analyze and tune SQL queries and data models for high performance.
Implement best practices for in-memory computing and columnar storage.
4. Security & Compliance
Configure roles, privileges, and authorizations in HANA.
Ensure compliance with data governance and security standards.
5. Reporting & Analytics
Support SAP BW on HANA, SAP Analytics Cloud, or other BI tools for reporting.
Develop calculation views for real-time analytics.
6. Collaboration & Documentation
Work closely with functional teams, data architects, and business analysts to understand requirements.
Document technical specifications, data flows, and system architecture.
7. Maintenance & Support
Monitor HANA system health and performance.
Troubleshoot issues related to data models, queries, and integration.
Generic Managerial Skills, If any:
Good Communication Skills
Key Stakeholder engagement
Base Salary Range: $120,000 - $140,000 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.
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.
Project Specialist (focus on Help Desk activities)
Raleigh, NC job
Thank you for stopping by to take a look at the Project Specialist (focused on Help Desk tasks) role I posted here on LinkedIN, I appreciate it quite a bit. Allow me to introduce myself a bit before we dive in. My name is Tom Welke. I am Partner & VP here at RSM Solutions Inc. I have been recruiting technical talent for a long long time (did I say long time...yep) and been in the tech sector since the 1990s. The reason I mention this is that I learned, a long time ago in a galaxy far far away, that looking for work is not really all that fun...so, if I can make it easier, less taxing and even - perhaps - a tad entertaining, I will do that. So, in this , you will not see a bot writing it...you will not see the random 30 bullet point list of a zillion 'gotta haves'. Instead, just a real live human sharing what this client really needs. So, I hope you enjoy it... Here we go....
As with just about every role I work on, social fit is just about as important as technical fit. I know this particular client very well. The hiring manager is one of my closest friends and we have been buds for many many years. The hiring manager for this role is very focused on EQ for this role. So, here are some of those 'soft skills' characteristics we are seeking:
This is an organization where you will never hear someone say 'this is not my job'. Everyone really does work together here. So, if you are the kind of person that likes to jump in and help, even though it might not be in the 'official' job description, you are the right kind of person for this role.
Sometimes, we all come across 'that guy'...we all know 'that guy'. The one who thinks that they are the smartest person in the room, has an ego the size of Montana, and - while incredibly smart - is a pain to work with. We are not seeking 'that guy'. Rather, we are seeking someone who knows what they are doing, likes to share their knowledge, and likes to learn.
This role is permanent and fully benefitted.
It is being done onsite in Raleigh North Carolina (we are really only seeking candidates local to Raleigh or are within driving distance to Raleigh).
I can only work with US Citizens or Green Card Holders for this role. Unfortunately, I cannot work with H1, OPT, EAD, F1, H4, or STEM Visa Holders for this role. So, in other words, if you are not a US Citizen or Green Card Holder, I wont be able to work with you.
Hours for this role will be from 9am to 6pm
Here is what you will be doing.
This role is part Project Coordination and Part Tier 1 Help Desk. From a Project Coordination standpoint, you will be working with this client with regards to tracking milestones and tracking billing, primarily for telecom expenditures. From a Help Desk standpoint, you will be - primarilly - a Tier 1 1/2 support individual. The user group total is roughly 600 people. There are 13 other people in IT for this firm and 2 other Help Desk people (you would be the 3rd member of this team). You will be working, primarily, with cell phone support and solid help desk / break fix issues with laptops and so on. So, if you have SOTI experience, that would be great...but that SOTI experience isn't monumentally critical to have.
Here are some of the main responsibilities:
Troubleshoot and resolve complex technical problems independently or in collaboration with senior staff.
Escalate unresolved issues appropriately and follow through to resolution.
Install, modify, and make minor repairs to personal computer hardware and software systems.
Administer mobile device management (MDM) platforms and ensure compliance with company policies.
Track and manage IT assets including laptops, desktops, peripherals, and mobile devices.
Maintain inventory records and assist in lifecycle management of IT equipment.
Support basic network and systems administration tasks, including Active Directory, network shares, and device connectivity.
Install hardware and peripheral components such as monitors, keyboards, printers, and disk drives.
Load appropriate software packages such as operating systems, networking components, and office applications.
Here are the requirements for this one:
Bachelor's degree in IT, business, or related field preferred; equivalent experience accepted.
3+ years of experience in IT support or help desk roles.
That IT Support experience should include Windows OS, Office 365, and networking fundamentals.
Experience with MDM platforms (e.g., Intune, JAMF) and asset tracking tools.
MuleSoft Developer
Charlotte, NC job
MuleSoft
10 years of overall experience Experienced MuleSoft integration developer 3-5 years.
Experience building and consuming web services (REST, SOAP) 3-5 years
Experience working with MuleSoft API manager 3-5 years
Experience with Java, Groovy, JavaScript 3-5 years
Experience with MulSoft Anypoint Platform Components (Transformer, Message Enricher, Choice Router, Scatter Gather, Database, Connector, File Connector, HTTP Connector, Web Service Consumer, For Each, Batch Component, Active MQ VM Queue) 3-5 years
Experience with API tool kit 3-5 years
Experience working with JSON 3-5 years
Experience working with XML 3-5 years
Experience working with flat files 3-5 years Worked with Mule ESB 4Experience in MuleESB development, with strong REST and SOAP web services and use of different MULE CONNECTORS
Experience in developing Mule flows in Anypoint studio
Experience of working with Mulesoft components, workflow, and patterns, and how to configure them
Architectural, detailed Design and enterprise business experience within Mule ESBSome experience in integrating Mulesoft with Salesforce Marketing cloud and ERP applications
Proven industry experience with focused integration experience
Frame and implement best practices related to Mule ESBKnowledge on administrative aspects of Mule ESBHave specific knowledge of Mule CloudHub (v3.x or 4.X) Experience in Core Java, Messaging(JMS), Web API SOAP, REST and authentication methods such as OAuth and SAML
Knowledge on JEE technologies, SpringHibernate Frameworks would be a plus
Hands-on experience with tools such as GitHub, and Maven
Thorough demonstrable understanding of cloud architecture for enterprise applications
Excellent verbal and written communications skills as well as a winning team attitude and strong people skills.
Interested candidates please do share me your updated resume to *******************
Generative AI Solution Architect
Summit, NJ job
Must Have Technical/Functional Skills
• Proven experience in designing and deploying GenAI solutions in enterprise settings.
• Strong understanding of LLMs (e.g., GPT, LLaMA, Claude), prompt engineering, and fine-tuning techniques.
• Proficiency in Python and AI/ML frameworks (e.g., PyTorch, TensorFlow, Hugging Face).
• Experience with cloud platforms (Azure, AWS, GCP) and MLOps practices.
• Familiarity with data privacy, ethical AI, and responsible AI principles.
• Excellent communication and stakeholder management skills.
Roles & Responsibilities
• Architect and design end-to-end GenAI solutions using LLMs, multimodal models, and other generative technologies.
• Collaborate with business stakeholders to identify use cases and define solution requirements.
• Lead the development and deployment of GenAI models, ensuring alignment with enterprise architecture and data governance standards.
• Evaluate and integrate third-party GenAI platforms, APIs, and tools.
• Ensure scalability, performance, and security of GenAI applications in production environments.
• Provide technical leadership and mentorship to data scientists, engineers, and developers.
• Stay abreast of emerging GenAI trends, tools, and research to continuously enhance solution capabilities.
Generic Managerial Skills, If any
• Bachelor's or Master's degree in Computer Science, AI, Data Science, or related field.
• Experience in domains such as healthcare, supply chain, or manufacturing is a plus.
• Certifications in AI/ML technologies.
Salary Range: $110,000 $140,000 Year
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 & amp; Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
SAP Managing Partner
Edison, NJ job
Seeking a dynamic and experienced SAP Solutions lead and drive deals of SAP S/4HANA RISE with SAP S/4HANA Cloud, private edition (RISE with SAP) and SAP S/4HANA Cloud, public edition (GROW with SAP) solutions. Play a pivotal role in shaping sales strategy and helping our customers realize the full potential of these innovative cloud solutions.
Responsibilities: ESU MFG Lead Solutions Architect:
- Solution Consulting: Deeply understand SAP S/4HANA Brownfield and Bluefield solutions, including their technical capabilities, business benefits, and value proposition. Lead an opportunity through its end-to-end lifecycle from Solution perspective and be responsible for clarifications, authoring and the estimate. Solution validations and approval of the estimate from different stakeholders. Submission and subsequent oral presentation to the customer. Authoring of the SOW and handover to Delivery for deployment.
- Customer Engagement: Engage with potential customers to identify their business needs and challenges and articulate how SAP S/4 HANA Solutions can address them. Drive sales opportunities from initiation to closure. Interact with customers to understand business process and requirement translate the understanding to create SAP solution enabling world class best practices using TCS proprietary accelerators and methodology
- Solution Demonstrations: Conduct compelling product demonstrations, showcasing the key features and benefits of SAP S/4HANA. Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions.
- Proposal Development: Lead the sales team to develop compelling proposals that align with customer requirements and our value proposition. Presenting designed solutions and proposals to the customer in a convincing and effective manner. Crafting Best Fit solutions with optimal estimations. Responsible for Authoring proposals and customer presentations for SAP S/4HANA migration through System Conversion (Brownfield) and Selective Data Migration (Bluefield), Application Development, Rollouts and Application Support Maintenance Engagements
- Competitive Analysis: Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions.
- Customer Success: Work closely with the customer success team to ensure a smooth transition and ongoing customer satisfaction.
Base Salary Range: $250,000 - $275,000 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.
Mortgage Loan Processor
Red Bank, NJ job
The Mortgage Processor will be responsible for the entire end-to-end mortgage loan process. They will gather and process all loan documentation, confirm files are complete & accurate, ensure compliance with policy, regulatory, and loan terms.
Responsibilities
Review each loan file to verify that documents are present, accurate, and complete before underwriting
Manage loan process through mortgage software system
Ensure that loan rules, obligations, and deadlines are met
Audit and prepare quality files that meet closing objectives
Obtain mortgage loan documentation for clients
Qualifications
Minimum of 3+ years of experience with mortgage loan processing required
Knowledge of FNMA, FHLMC, FHA, and VA loan programs is essential.
Strong understanding of the mortgage lending process, including processing, closing, and funding loans.
Strong prioritization and time management abilities.
Strong attention to detail
Encompass Software a plus
Excellent analytical, communication, and customer service skills.
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.
Network Engineer
Liberty, NC job
Must Have Technical/Functional Skills:
• Tier 3 (L3) IT Infrastructure engineers comprise a technical team that deals with technical problems. Troubleshooting, configuration, database administration, and repair for server, network, infrastructure, Data Center, email, file shares, and other infrastructure issues. Besides always having the ability to deploy solutions to new problems, Level 3 tech usually has the most expertise in a company and is the go-to person for solving difficult issues
• With years of experience, the L3 experts can manage and resolve almost any problem that requires high expertise. They can also control the infrastructure, cloud, network, and DC level operations. All the high-end administration tasks are secure in their hands, and it is advisable to have at least an L3 level technician as a team leader in every operation. These engineers use requirements and aim to replicate problems to detect the root cause. They have access to the highest technological support for fixing issues or developing new features. Their team mainly consists of chief engineers who designed the product or service
• Responsible for providing support to customers by researching, diagnosing, troubleshooting issues, and resolving incidents that cannot be resolved by Tier 1 (L1) and providing support for software and hardware technical problems. This role is customer-facing and requires excellent verbal and written communication skills as well as the ability to work under pressure when customers are experiencing critical incidents. Handles the tickets routed by L1 support or can they produce tickets for any issue they observe
• Plays a key role as the front-line interface between our customer and the Product & Engineering team and operates as a second level of support after basic user-level Remote Support (L1). Their primary responsibility is to provide customer support by resolving technical support incidents or service requests in accordance with applicable service level agreements
Roles & Responsibilities
Network (LAN, WAN and Wireless)
• Troubleshooting & admin of Cisco Layer 2 & Layer 3 Routing, Cisco Wireless Networks, Cisco PBX Administration, Cisco standard protocols and Cisco CCNA certification
• Ability to support IT Cabling, Infrastructure Planning, and Design. Examples of scope work (cable patching, switch config/deploy, port enable/disable, analyze network traffic)
• TCP/IP, DHCP, Subnetting, VLAN, POE
• Experience with packet capturing example: Wire Shark
• Network maintenance, support and refresh
• Smart Hands for remote teams & 3rd party vendor management for issue escalation/resolution
Data Center (Server Room) Management
• Site infrastructure knowledge (Power/UPS, HVAC, cabling, etc.)
• Experience installing and troubleshooting server room hardware components, such as Rack Servers, Fiber, switches, disk drives, memory, etc.
• Smart Hands for remote teams & 3rd party vendor management for issue escalation/resolution
Server Management
• Must have experience in administering windows server operating systems e.g. Windows Server 2016, monitoring, troubleshooting, parts swaps/repair
• DHCP, DNS, Print Server, File Shares, Microsoft SCCM
• Smart Hands for remote teams & 3rd party vendor management for issue escalation/resolution
• Working knowledge/experience supporting Hardware for servers, data backup libraries and SAN/NAS
• Server, storage and backup systems maintenance, support and refresh: Rackmount, install and configure server hardware
• Knowledge of Server 2012/2016 Policy and Security Management
Critical plant floor hardware support
• Examples of work include items like MFG support (GALC, AER creation, PTCS, etc.)
• ANDON and PLC (Programmable Logical Controls) support knowledge
• First level of support Business and Plant Floor applications, managing escalation of issues to the Subject Matter Experts (SME's)
• Excellent troubleshooting (critical thinking), problem solving & root cause analysis skills for Outage & Problem Management
• Exceptional customer service and ability to work well under pressure e.g. plant down situation, outages, critical plant floor equipment require a 15-minute turnaround time
• On-call 24x7 availability during non-work hours and ability to work flexible hours and overtime
Others Must Have Attributes for Level 3
• Ability to lift 50 lbs. and be able to climb ladders and staircases to access IT equipment
• Ready to travel to other Toyota sites/locations within the US to support on a short basis.
• Strong team worker with professional demeanor and strong ethics
• Good written and oral communication skills are required
• Experience with remote control tools and remote support (off-site)
• Ongoing support of various Manufacturing computer systems
• Windows Active Directory: Maintenance kiosks, OU configuration, Group Policy Objects
• Change Management process
• Associate or bachelor's degree in computer information systems, Computer Science or related field
• TMMBC English 50%-100% Competence
Nice To Have
• Experience and/or knowledge of PLC's a plus.
• Plant Monitoring software knowledge (Active Plant, Wonderware, Ignition)
• Knowledge of iGear, Kepware, or other machine data gathering tools
• SQL Server database administration (backu ps, security, monitoring, etc.)
• Manage storage and backup systems
• Previous experience supporting a large corporate, manufacturing environment
• Experience supporting and troubleshooting Business and Mission Critical applications
• 3 to 5 years of experience performing Level 3 responsibilities
• Knowledge of Cisco Voice over IP hardware/software/server operation/configuration
• Provide technical assistance and support, and resolve problems related to the use of computer hardware and software Analyze, resolve, respond to, and document end user inquiries.
• Install desktop/Laptop, printers/scanners, and other peripheral software using approved tools.
• Troubleshoot Operating System issue. Connection issues with LAN/WAN.
• Update tickets with accurate and timely records of work performed, and resolution details
• Maintain and contribute to a knowledge base.
• Coordinate hardware warranty repair.
• Perform inventory management activities as required in coordination with asset management and other corporate groups.
• Escalate to 3rd party vendors when necessary
• Responsible for raising and coordinating problem management issues
• Perform additional tasks (end user/infra related) when required Strong understanding and skills in SLA, KPI Management.
• Provide technical support stationed at the site who can quickly respond to problems that may arise within data center/computer/server rooms which need physical handling.
• In contrast to certified technicians, they are not necessarily trained nor duly recognized to specialize in specific technology.
• Can handle all tasks related to the infrastructure equipment based on instructions provided by a remote technical assistance team that specializes in different products and categories.
• Receives instructions from certified technicians and project managers to troubleshoot advanced issues.
• Provide on-site, operational support service for remote management, installation and troubleshooting of data center equipment.
• Primary responsibility to manage End User related incidents and requests.
• Go to person for all plant IT related requests (Password resets, access etc. specific to plants).
Base Salary Range: $70,000 - $80,000 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.
Director of Compliance AML
Charlotte, NC job
About Financial Crimes Compliance
In Financial Crimes Compliance (FCC), you will play the lead role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. FCC is being enhanced with a new Compliance Director role to coordinate day-to-day implementation of the Company's financial crime prevention efforts, including execution of the Company's Anti-Money Laundering (AML), Sanctions, Anti-Corruption and Anti-Fraud Compliance programs.
If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, join us to lead our FCC function as part of the Legal and Compliance Team's efforts to enhance and implement new processes and tools, and further develop compliance policies and procedures, governance, and oversight.
Key Responsibilities
The FCC function is responsible for evaluating client relationships that pose the financial crimes risk, while also serving as a check and challenge over the first line's execution of enhanced due diligence. As the Compliance Director leading the FCC function, you will:
Develop and implement Anti-Money Laundering, Sanctions, Anti-Corruption and Anti-Fraud Compliance programs and procedures for U.S. and Canada compliance
Work closely with the Head(s) of Legal and Compliance in executing against multiple workstreams to mitigate relevant AML, sanctions, bribery and fraud risks
Partner with business leaders and systems developers to design streamlined programs for various products.
Provides training and guidance on policy and procedures to various stakeholders
Implement and run all systems used for KYC/CIP, due diligence, transaction monitoring and investigations
Develop a monitoring and testing program for all first-line financial crimes compliance activities
Prepare financial crime and fraud metrics and reporting for management by collecting and analyzing information
Review enhanced due diligence for both new and existing higher risk clients including analyzing corporate structures and other documentation as necessary
Analyze and escalate financial crimes negative news as necessary
Determine and provide guidance on the appropriate client risk ranking
Review of client accounts for potential matches to designated sanctions targets and prohibited persons lists
Engage various third-party and internal databases to assist with due diligence searches as needed
Manage the build out of a small team of financial crimes professionals.
Manage outsourced audits for FCC related areas.
Manage the sponsor/partner bank contractual relationships as they related to FCC (BSA/AML) requirements.
Qualifications
What We're Looking for in You:
The successful candidate should have a minimum of 5-7 years of experience in addressing financial crime and fraud risk and have a deep understanding of the AML, Sanctions, and Bribery laws and regulations.
The candidate will need experience in drafting policies and procedures, conducting investigations, performing risk assessments, testing, and monitoring, third-party risk management, data analysis, and metrics reporting.
Experience building FCC related programs.
Experience working with payments or other financial services firms would be an advantage, but not essential.
Bachelor's degree or equivalent military experience
Strong analytical skills
Excellent written and verbal communications skills, attention to detail and strong time management skills
Ability to interact in a mature and professional manner with a variety of individuals
Demonstrates initiative, good judgement, and can adhere to deadlines.
Ability to interact with business unit personnel and be willing to receive and apply feedback on work product from leaders
Excellent communication and business partnership skills.
Teamwork skills - the candidate must be flexible in their work style and be able to work appropriately with stakeholders and colleagues at all levels and across multiple time zones.
Degree in Business, Law, or professional experience and CAMS certification preferred.
If not, currently CAMS certified, agree to obtain CAMS certification within first 15 months of employment
EEO Statement
Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment.
Reasonable Accommodation
Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others.
An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.
Credit Analyst
Charlotte, NC job
As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments.
Monitor loan portfolio performance and report on trends or emerging risks.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications:
Bachelor's degree in Finance, Business, Economics, or a related field.
2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.