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Financial Advisor
Edward Jones 4.5
Spotsylvania Courthouse, VA job
This job posting is anticipated to remain open for 30 days, from 04-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
$45k-100k yearly 5d ago
Registered Branch Associate
Edward Jones 4.5
Danville, VA 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: 500 Piney Forest Rd, Suite C, Danville, VA 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.
$67k-85k yearly est. 4d ago
Manager, Fraud Response and Recovery
Fidelity Investments 4.6
Remote or Covington, KY job
Are you passionate about investigating fraud, identifying root causes, and presenting findings and recommendations? If so, you might be the right candidate for the Manager, Fraud Response and Recovery position within Fidelity's Fraud Risk and Control team. The Role Fidelity's Fraud Risk and Control (FRC) team is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Fraud Response and Recovery will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigations of fraud events involving our clients This position will have an enhanced focus on Fidelity's Digital Assets (FDAS) business and crypto-related transactions. The Fraud Response and Recovery team contributes to these operations through their management on incident response, intelligence gathering, and root cause analysis. The Team The Fraud Risk and Control team, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC's Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and build cases to present to law enforcement and prosecutive agencies. The Value You Deliver In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include: Triage fraud events and perform root cause analysis. Conduct in-depth investigations of suspicious financial activity. Provide expertise reviewing crypto transactions and blockchain analysis for known fraud incidents. Gather and analyze evidence of fraudulent activity and other relevant information and data Create and maintain case files of fraudulent activity. Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies. Communicate fraud-related findings and recommendations to stakeholders. Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes. The Expertise and Skills You Bring Bachelor's degree and 4+ years' experience in the financial services industry 2+ years of risk related experience. Experience in crypto trading and/or block chain analysis. Experience in researching financial transactions and customer activities. Strong analytical skills to analyze data and identify patterns. Problem solving skills to identify and resolve complex problems. Possess the ability to multi-task across a variety of responsibilities in a constantly evolving environment. Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events. Strong focus on execution and identifying, communicating, and removing impediments to progress. You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment. Willingness to expand your expertise continually learning new skills. Note: Fidelity is not providing immigration sponsorship for this position Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. Certifications:Category:Risk 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. 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.
$73k-103k yearly est. 5d ago
Registered Branch Associate
Edward Jones 4.5
Berryville, VA 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: 15 West Main Street, Berryville, VA 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. 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: $33.73 Hiring Maximum: $40.06 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.
$70k-89k yearly est. 1d ago
IT Help Desk Analyst + Jr. Encompass Administrator
Success Mortgage Partners, Inc. 3.8
Remote or Livonia, MI job
Hybrid Role: IT Help Desk Analyst + Jr. Encompass Administrator Employment Type: Full-Time Department: Information Technology Reports To: Director of Technology About Success Mortgage Partners Success Mortgage Partners (SMP) is a fast-paced, family-valued, and service-driven independent mortgage lender committed to empowering employees through collaboration, innovation, and technology. We support both corporate staff and partner branches nationwide, providing exceptional internal service so that our teams can deliver exceptional service to borrowers and referral partners. Position Overview This hybrid position combines Level 1-2 IT Help Desk Support with Jr. Encompass Administration, creating a unique opportunity for a technically skilled mortgage professional to support day-to-day IT needs while also contributing to the ongoing optimization of our Loan Origination System (LOS), Encompass. The ideal candidate brings experience supporting mortgage users, troubleshooting LOS workflows, managing systems access, and resolving both software and hardware issues in a timely and customer-focused manner. Key Responsibilities Encompass Jr. Administrator Responsibilities Provide advanced help desk support and troubleshooting for the Encompass LOS, including issues involving users, workflows, integrations, and third-party vendors. Assist with user support related to mortgage origination tasks and LOS operations with professionalism, urgency, and attention to compliance and software best practices. Support Corporate Trainers and collaborate with Encompass administrators and developers on enhancements, automation, and system improvements. Support, maintain, and troubleshoot vendor permissions and access (DU, LPA, FHA Connection, GUS, credit providers, etc.). IT Help Desk Responsibilities Provide Level 1 & Level 2 technical support via phone, email, ticketing, and remote/in-person assistance. Troubleshoot issues related to: Active Directory & user accounts Windows 10/11, computers, docks, peripherals Microsoft 365, Teams, OneDrive, Outlook VPN connectivity, MFA resets, OKTA VOIP solutions (RingCentral, Teams) Networking basics: DHCP, DNS, IP addressing SharePoint and OneDrive file access/permissions Adobe Acrobat/Reader Manage tickets, escalate when necessary, and ensure timely resolution of user issues. Perform new computer deployments, remote user setup support, and system upgrades. Qualifications Required Minimum 3 years mortgage industry experience, directly supporting mortgage users, systems, or workflows. Minimum 2 years IT help desk experience (Level 1-2), including AD, Windows OS, networking basics, and Microsoft 365. At least 3 years supporting Encompass LOS or other mortgage systems. Ability to troubleshoot, research, and resolve both technical and LOS issues with urgency and professionalism. Strong customer service, communication, documentation, and organizational skills. Preferred Experience supporting Encompass administration, configurations, or automation. Experience with OKTA SSO/MFA, Fortinet, Proofpoint, or CrowdStrike. Familiarity with LOS integrations and mortgage workflow optimization. Ticketing system experience (FreshDesk or similar). Former mortgage processors, loan partners, or similar roles with high technical aptitude are strongly encouraged. Working Conditions This is a hybrid role based out of SMP's Livonia, MI office. Most work can be performed remotely; however, onsite presence and occasional travel may be required for project, training, or support needs.
$36k-54k yearly est. 1d ago
Financial Advisor
Edward Jones 4.5
Mineral, VA job
This job posting is anticipated to remain open for 30 days, from 29-Oct-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
$45k-100k yearly 1d ago
General Manager
Cumberland Estate 3.7
New Kent, VA job
Cumberland Estate General Manager New Kent, Virginia Cumberland Estate is a rapidly growing organization engaged in land and building acquisitions, historical house restoration, farming and hunting/conservation. We need a highly driven leader with a track record of delivering results on time and building successful teams to lead the organization locally. In addition to the development activities, our business provides guest hospitality, hunting activities, and hosts private events and business conferences. ******************************** **************************** The General Manager is responsible for overseeing all phases of projects, both large and small, from planning and budgeting through execution either using internal resources or 3rd party contractors where required. The General Manager will engage with senior leadership, clients, team leaders, vendors and contractors to ensure efficient operations and smooth project execution. Key Responsibilities: Recruit, build and manage the organization's team. Plan, schedule, and manage all phases of projects ranging from residential decoration to land conversion, construction, etc. Develop and monitor project budgets, timelines, and resource allocation. Coordinate with vendors and contractors Ensure compliance with laws, safety standards, and quality requirements. Conduct regular site inspections to track progress and resolve issues. Communicate project updates to stakeholders and address client needs. Oversee punch list completion, track strategic initiatives, and manage a staff of 25 team members. Qualifications: Proven experience growing an organization and executing strategic initiatives on a timely basis. Strong knowledge of site work, agricultural, or construction methods, codes, and best practices. Excellent leadership, communication, and problem-solving skills. Ability to manage multiple projects simultaneously. Job Requirements: 10 years of experience successfully building and managing a team including recruiting staff, scheduling, and performance management. 10 years of experience in project management or operations in a leadership role. 10 years of general management experience. Working knowledge of construction, farm equipment and heavy equipment operations, maintenance, safety, tools, and implements. Strong people management and teambuilding experience. Good organization skills including project tracking, scheduling, and setting goals. Experience with building construction, remodeling and maintenance is strongly desired. Experience with commercial hunting, hospitality, or sales is a plus. Knowledge of forestry and/or agriculture is a plus.
$99k-163k yearly est. 4d ago
Client Relations Specialist
Capcenter 4.2
Richmond, VA job
CapCenter is seeking a Client Relations Specialist to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities. In the Client Relations Specialist role, you'll be the initial point of contact for CapCenter prospects who are considering CapCenter's suite of services. Client Relations Specialist respond to inbound inquiries to quickly and accurately identify which leads are qualified CapCenter prospects. Client Relations Specialists understand each inquiry's unique situation and financial goals, so that the most appropriate business unit can help them to the finish line. Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: Secure an NMLS license (we'll sponsor it!) Become a subject matter expert on our multiple service lines Complete our introductory Consultative Sales training course Get hands-on training in our CRM In your first 90 days, you will: Convert sales qualified leads to our Refi, Purchase, and Real Estate teams. Get exposure to our different lead channels and learn how to best drive quality business Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching Complete a self-assessment to build a blueprint for career progression at CapCenter You are A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems. A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively. Self-aware: you're looking for an opportunity to develop your strengths and weaknesses Driven to help others: you want to do good Ambitious: you want to do well A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You'll get NMLS Certification Competitive salary, variable pay & annual bonus 401k (with matching!), health, dental, & vision Training to learn the home-ownership experience back to front. To participate in cross-functional collaboration that fosters lateral and vertical career growth The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Client Relations Specialists have been promoted into sales, operations, team lead, and market management roles.
$34k-55k yearly est. 3d ago
Experience Owner - Housing Experience
Commonwealth of Massachusetts 4.7
Remote or Boston, MA job
This is a contract-based employment opportunity The Executive Office of Housing and Livable Communities (EOHLC) was established in 2023. Its creation reflected the Commonwealth's focus on housing, elevating the organization from a division (DHCD) to an executive office reporting directly to the Governor. EOHLC works to create more homes and lower housing costs for Massachusetts residents. We administer programs focused on housing production, housing affordability, fairness and equity in housing opportunity, emergency and transitional housing and financial supports, and home energy affordability, among other areas. Are you interested in helping people in Massachusetts find and secure affordable housing? The Executive Office of Housing and Livable Communities (EOHLC) is hiring an Experience Owner to develop and iteratively improve the renter's experience of learning about, applying for, and gaining access to private affordable housing, as well as the property owner and municipal experience of offering and filling affordable housing opportunities. In this full-time contract role, you will translate the team's high-level strategy into an actionable plan that spans policy development, technology, process definition, and more. This position is a full-time contract opportunity. The primary work location for this role will be at 100 Cambridge Street, Boston, MA 02114. The work schedule for this position is Monday through Friday, 9:00AM to 5:00PM EST. This position follows a hybrid schedule, typically requiring an average of two days per week in the office, with the flexibility to balance on-site and remote work as needed. Duties and Responsibilities: Co-develop a long-term and near-term vision for the Common Application for Affordable Housing (Common App) in partnership with the project's Experience Research Design Lead, including a front-end applicant experience and back-end property manager experience. Serve as the project's policy and business lead, identifying laws, policies and operational procedures related to Private Affordable Housing that need to be clarified, updated, or created to successfully fulfill on completing this project. This will include conducting audience research, gathering input, and drafting policy proposals, and business process documentation. Develop and manage the implementation plan, ensuring cross-disciplinary teams are working together towards strategic milestones that ladder up to the long-term vision. The implementation plan will include coordinating work across research, design, policy development, operations, technology, procurement, legal, and more. Map and proactively manage complex stakeholder groups including HLC and other state agency staff, prospective renters, housing developers, property managers, advocacy organizations, municipal representatives, software vendors and others. Act as primary point of contact for the initiative. Partner closely with an Experience Design and Research Lead to address key research questions, generate solutions, prototype concepts and advocate for user needs. Partner with agency stakeholders to understand policies, technology systems, business needs, and other constraints to inform the implementation plan. Partner with IT Project Manager to develop strategy for technology procurement and advise vendor work. Measure impact of work and prioritize improvements to the experience based on data. Act as a change agent within Housing and Livable Communities by advocating for agile development and data-driven decision-making. Preferred Knowledge, Skills & Abilities: 7+ years of professional experience in product management or program management leading multi-disciplinary teams achieving complex policy implementation projects, preferably with IT components as part of the solutioning Deep understanding of policymaking and implementation within government, with experience evaluating and crafting policy, and/or experience working alongside policy experts Experience launching new services and translating high-level strategy into actionable plans that take into consideration complex stakeholder dynamics Demonstrated flexibility, curiosity, and patience in navigating highly regulated Outstanding communication, storytelling, facilitation, and change management skills Demonstrated ability to break work into smaller increments Drive to serve the end user and focus on user needs Ability to anticipate and address roadblocks Experience identifying metrics and using data to make programmatic decisions and process changes Strong preference for direct experience in the housing field The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
$117k-157k yearly est. 3d ago
Branch Office Administrator
Edward Jones 4.5
Roanoke, VA 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: 1463 W Main St Ste P4, Salem, VA This job posting is anticipated to remain open for 30 days, from 28-Nov-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: $21.38 Hiring Maximum: $22.71 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.
$43k-55k yearly est. 1d ago
Manager, Fraud Response and Recovery
Fidelity Investments 4.6
Remote or Merrimack, NH job
Are you passionate about investigating fraud, identifying root causes, and presenting findings and recommendations? If so, you might be the right candidate for the Manager, Fraud Response and Recovery position within Fidelity's Fraud Risk and Control team. The Role Fidelity's Fraud Risk and Control (FRC) team is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Fraud Response and Recovery will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigations of fraud events involving our clients This position will have an enhanced focus on Fidelity's Digital Assets (FDAS) business and crypto-related transactions. The Fraud Response and Recovery team contributes to these operations through their management on incident response, intelligence gathering, and root cause analysis. The Team The Fraud Risk and Control team, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC's Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and build cases to present to law enforcement and prosecutive agencies. The Value You Deliver In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include: Triage fraud events and perform root cause analysis. Conduct in-depth investigations of suspicious financial activity. Provide expertise reviewing crypto transactions and blockchain analysis for known fraud incidents. Gather and analyze evidence of fraudulent activity and other relevant information and data Create and maintain case files of fraudulent activity. Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies. Communicate fraud-related findings and recommendations to stakeholders. Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes. The Expertise and Skills You Bring Bachelor's degree and 4+ years' experience in the financial services industry 2+ years of risk related experience. Experience in crypto trading and/or block chain analysis. Experience in researching financial transactions and customer activities. Strong analytical skills to analyze data and identify patterns. Problem solving skills to identify and resolve complex problems. Possess the ability to multi-task across a variety of responsibilities in a constantly evolving environment. Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events. Strong focus on execution and identifying, communicating, and removing impediments to progress. You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment. Willingness to expand your expertise continually learning new skills. Note: Fidelity is not providing immigration sponsorship for this position Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. Certifications:Category:Risk 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. 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.
$65k-93k yearly est. 2d ago
Senior DevOps Engineer
Deutsche Bank 4.9
Remote or Cary, NC job
Job Title Senior DevOps Engineer Corporate Title Assistant Vice President Who we are In short - an essential part of Deutsche Bank's technology solution, developing applications for key business areas. Our Technologists drive Cloud, Cyber and business technology strategy while transforming it within a robust, hands-on engineering culture. Learning is a key element of our people strategy, and we have a variety of options for you to develop professionally. Our approach to the future of work champions flexibility and is rooted in the understanding that there have been dramatic shifts in the ways we work. Having first established a presence in the Americas in the 19th century, Deutsche Bank opened its US technology center in Cary, North Carolina in 2009. Learn more about us here. Overview As a Senior DevOps Engineer in the Archiving Tech product family, you will design and deliver innovative solutions that power our Archival ecosystem. You will drive the development of a cutting-edge platform that ensures scalability, security, and reliability for critical business processes. In this role, you will collaborate across teams, translate business needs into technical outcomes, and directly influence the future of our technology and culture. Your contributions will enable seamless delivery of business goals while advancing our digital transformation strategy. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model with up to 60% work from home, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days, a commitment to Corporate Social Responsibility Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Access to a strong network of Communities of Practice connecting you to colleagues with shared interests and values Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits, educational resources, matching gift and volunteer programs What You'll Do Managing and supporting Global Control Programme (GCP) cloud infrastructure Maintain and update continuous integration/continuous deployment (or development) (CI/CD) pipelines and monitor system health and respond to issues/incidents Ability to work in an interdisciplinary and independent manner as well as work with precision under tight deadlines Work with a Solution-oriented approach and quick thinking Good understanding of agile methodologies Skills You'll Need Bachelor's degree or equivalent required Deep understanding of the cloud and ability to troubleshoot cloud/network issues Excellent knowledge and expertise in enterprise production workloads related to one of the major cloud providers In depth knowledge of CI/CD pipelines and experience with one of the common tools like Jenkins, Teamcity or Github Kubernetes knowledge with deep experience with Kubernetes and Istio or other container management toosl (e.g. Consul and Nomad) Skills That Will Help You Excel Excellent communication skills, both written and spoken Experience with task automations Experience with languages such as Terraform, Helm, Shell, Python, and/or .net core Expectations It is the Bank's expectation that employees hired into this role will work in the Cary office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Cary is $100,000 to $142,250. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice, please email ****************. #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
$100k-142.3k yearly 3d ago
Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)
Capital One 4.7
Remote or McLean, VA job
* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
$103k-127k yearly est. 5d ago
Senior Architect/ Technologist
Baird Consulting Group 4.7
Remote or Maryland job
We are seeking a visionary and technically proficient Senior Technologist to lead the evolution of our software systems and technology strategy. This role combines high-level architectural oversight with hands-on leadership of our development teams. The Senior Technologist will drive innovation across our platforms, align technology with business goals, and ensure the scalability, performance, and maintainability of our applications and infrastructure. Key Responsibilities: Lead, mentor, and develop a multidisciplinary team of software engineers, fostering a collaborative and high-performance engineering culture. Serve as the principal architect for the organization's core applications, providing direction on system design, frameworks, tools, and development methodologies. Oversee full software development lifecycle processes-from requirements gathering and design to implementation, testing, and deployment. Architect and implement enterprise-grade solutions using C#, .NET, ASP.NET, PowerBuilder, SQL Server, and MongoDB. Design efficient and reliable database structures and optimize data access strategies for performance and scalability. Champion software development best practices, including code quality, testing, and secure coding standards. Evaluate emerging technologies and make strategic recommendations for adoption, contributing to long-term technology planning. Own the technology strategy for benefits and payroll systems, ensuring compliance, accuracy, and ongoing optimization. Collaborate with product managers, HR, finance, and executive leadership to align technology with organizational goals. Conduct code reviews and architectural assessments to ensure software quality and team growth. Qualifications: Bachelor's degree in Computer Science, Engineering, or a related discipline (or equivalent experience). X+ years of progressive experience in software development, with demonstrable expertise in C#, .NET, ASP.NET, PowerBuilder, SQL, and MongoDB. Prior experience in a leadership or senior technical role, ideally overseeing cross-functional development teams. Deep understanding of software architecture, enterprise patterns, and system integration. Experience managing or integrating payroll and benefits systems is highly desirable. Strong communication and interpersonal skills; capable of translating technical concepts for non-technical audiences. Strategic thinker with strong problem-solving abilities and a track record of delivering reliable, scalable solutions. Professional certifications (e.g., PMP, Microsoft Certified Solutions Architect) are a plus. Benefits: Competitive compensation package commensurate with experience. Comprehensive healthcare benefits (medical, dental, vision). 401(k) with employer matching contributions. Generous PTO policy including vacation, sick leave, and paid holidays. Support for professional development, including training and certification reimbursement. Flexible work arrangements, including remote work options. How to Apply: Please submit your resume and a cover letter detailing your qualifications, experience, and notable projects to: 📧 lawrencebaird@baird CG.com or ********************************** Baird Consulting Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage applications from individuals of all backgrounds and experiences.
$111k-139k yearly est. 5d ago
Entry Level Customer Service - Omaha / Lincoln, NE area ONLY
Fidelity Investments 4.6
Remote or Arlington, NE job
Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE. In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role. What to expect… As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences. Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching. Rewards & Recognition: Your achievements will be celebrated as you progress through the program. This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role. The Skills You Bring Ability to establish rapport and relationships through effective communication Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers. Proficiency in navigating and troubleshooting basic technology issues or systems. Handle a variety of situations and conversations driving towards a resolution suitable for all Self-motivated teammate with strong social skills who brings energy and passion to the team Minimum 1 year of customer service experience High School diploma or GED required The Value You Deliver A passion for helping people Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making Provide outstanding customer service and communication via voice or digital channels Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed) Shifts and Hours: Monday - Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods Certifications:Category:Customer Service 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. 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.
$47k-87k yearly est. 2d ago
Mortgage Sales Manager
Capcenter 4.2
Richmond, VA job
The Mortgage Sales Team Lead is responsible for coaching, motivating, and supporting a team of Inside Sales Loan Officers or Mortgage Sales Representatives who engage with warm leads-including credit trigger leads, listing alerts, cash-out refinance opportunities, and other inbound and outbound prospects. This role is focused on driving team performance, improving lead conversion rates, and ensuring an exceptional borrower experience from the first point of contact through pre-qualification. The Team Lead acts as both a high-performing loan originator and a mentor to the sales team. Key Responsibilities Leadership & Team Management Lead, train, and mentor a team of Inside Sales Loan Officers or Lead Specialists to achieve daily, weekly, and monthly sales goals. Monitor performance metrics (call volume, contact rates, conversion rates, funded loans, etc.) and provide coaching for continuous improvement. Conduct daily huddles and one-on-one performance reviews. Partner with management to implement sales strategies, scripts, and process enhancements. Sales & Pipeline Management Proactively make outbound calls to qualified leads from various marketing sources (trigger leads, listing alerts, past customers, etc.). Support team members in managing their pipelines, improving close ratios, and maximizing lead ROI. Ensure all sales activities comply with company policies and mortgage lending regulations (SAFE Act, RESPA, ECOA, etc.). Collaborate with processing and operations teams to ensure smooth handoffs and exceptional borrower experiences. Reporting & Analytics Track team KPIs and provide detailed performance reports to leadership. Analyze lead quality and provide feedback to marketing and lead vendors. Identify trends in borrower behavior and recommend strategies to increase conversion and retention. Qualifications Active NMLS Mortgage Loan Originator License (or ability to obtain one prior to start date). 3+ years of experience in mortgage sales, preferably inside sales or call center environments. 1+ years of leadership, coaching, or team lead experience. Strong understanding of mortgage products (refinance, purchase, cash-out, FHA, VA, conventional). Proven track record of exceeding sales and production goals. Excellent communication, coaching, and motivational skills. Proficiency with CRM systems, LOS platforms, and sales performance dashboards.
$77k-135k yearly est. 1d ago
IT Business Analyst I
MUFG Capital Analytics 3.5
Remote or Dallas, TX job
Title: IT Business Analyst I ) About MUFG Investor Services: MUFG Investor Services is part of Mitsubishi UFJ Financial Group - one of the world's largest financial institutions. We provide comprehensive fund administration, reporting, and transaction management services for alternative assets with a focus on Private Equity investments including fund-of-funds, secondary funds, and co-investments. At MUFG Investor Services, we foster a dynamic and supportive work environment where employees can build long-term careers. We offer competitive compensation, professional development support-including certification reimbursement - flexible work arrangements, and opportunities to give back through community service initiatives. We celebrate our employees' successes, believing that empowered individuals drive organizational excellence. If you're passionate about your work and looking to grow with a purpose-driven team, we'd love to hear from you. Job Description: MUFG is seeking an IT Business Analyst I to support dynamic initiatives within its Private Equity business. This is a remote role focused on analyzing financial processes, defining technology requirements, and partnering with agile teams to deliver impactful solutions. The position involves cross-functional collaboration across business and technology groups. Depending on project needs, responsibilities may span both business analysis and delivery management, offering a unique opportunity to contribute to end-to-end solution delivery. Essential Functions: Translate financial and accounting requirements into actionable software specifications. Conduct user interviews to identify process improvement opportunities and document current (“As-Is”) and future (“To-Be”) workflows. Troubleshoot issues in eFront FrontInvest and provide backup support for system administration. Create and maintain documentation including meeting notes, knowledge articles, and business communications. Build strong relationships with internal and external stakeholders to drive positive change. Write and manage user stories and backlog items in Team Foundation Server. Serve as the Agile Team's Scrum Master for assigned initiatives. Support prioritization decisions and manage execution of prioritized work. Collaborate with users to develop and execute test cases during system integration testing. Deliver demos of completed enhancements to end users. Work closely with developers to clarify requirements and ensure business needs are met. Ensure adherence to SDLC and Change Management processes; conduct internal audits for compliance. Act as a flexible team member, taking on overflow or backfill tasks as needed. Monitor team performance, generate reports, and lead corrective actions. Help remove obstacles that hinder team progress. Requirements: Bachelor's degree in Technology or Business Information Systems 3-5 years of experience as a Business Analyst or Business Operations Manager. Strong background in requirements gathering, testing, issue tracking, and leading technical deliveries Strong understanding of accounting/finance systems and translating business needs into software requirements Proven ability to work independently and troubleshoot technical issues Technical troubleshooting and problem solving Experience in Private Equity. Proficient in advanced Excel, PowerPoint, Word and Visio Excellent written and verbal communication skills. Self-motivated, customer-focused, and adaptable to remote work environments
$74k-101k yearly est. 3d ago
Senior Business Analyst
Tally Group 4.3
Remote or Houston, TX job
A great opportunity for a Senior Business Analyst to join our team in Houston, working closely with Tally clients to drive the energy future! Tally Group is arguably the fastest growing energy software provider in the world (and our people grow just as fast!). Headquartered in Australia, we design and build agile solutions for real world problems. Having invested heavily in our retail ecosystem in 2024, we're now expanding our industry-leading capabilities around the world. Our role is to enable energy retailers to hit their targets with cutting-edge technologies, helping to reshape the way their customers buy, sell and engage with energy. Our Houston office is part of a mighty team of globally dispersed employees, promoting flexible working options and diverse collaboration. We are ambitious, fast-paced and thriving at the leading edge of transformation. Will you join us? What you'll be doing Reporting to the US Delivery Lead, you'll be working in a team that moves at pace! The team work on projects that are smaller in scale with rapid turn arounds, requirements are defined for Developers in hours not days. You'll be part of a distributed team that works across 4 countries, which does require some meetings outside of usual business hours. You'll be responsible for: Writing user stories translating complex problems into requirements Developers can action Working with Solution Architects to groom requirements End-to-end analysis, modelling, and documentation of requirements to drive system enhancements, service optimization, and stakeholder-aligned project outcomes. Analyzing and prioritizing customer and compliance requirements to identify and recommend product and process improvements that enhance effectiveness, reduce risk, and support regulatory alignment. Building and managing great stakeholder relationships to support the successful delivery of projects and exceptional customer experiences. Supporting user acceptance testing by verifying issues and providing timely, accurate documentation to ensure business readiness and solution integrity. What we're looking for Our people are change makers of the energy future! To thrive at Tally Group, you will need to have a curious and collaborative spirit. You must be customer-centric, a strong communicator and have a can-do attitude. In addition, and specific to this role: Able to step back, pause and think critically about the correct approach before diving in Proven experience in prioritization and compliance-driven change delivery. Deep understanding of Software Development Life Cycle, business analysis, and process modelling, with strong documentation standards, especially user stories Skilled in stakeholder engagement and cross-functional collaboration Strong Jira and Excel skills. Data focused approach - SQL experience is a bonus! What we offer Competitive remuneration within a supportive and collaborative team Flexible working arrangements to suit your lifestyle Vibrant office environment in the beautiful, tree-filled community of The Woodlands Health insurance options Employee referral bonuses Access to our comprehensive wellness program and other wellbeing initiatives An annual bonus day off to celebrate you! Hybrid role with 2-3 days in office. We're open to remote working for the right person, provided they're available to travel to Houston for up to a week at a time. Tally Group stands at the forefront of technological innovation within the energy retail industry. Our talented global team is dedicated to driving digital transformation and operational efficiency for our clients. We aim to empower the energy sector with cutting-edge technology that brings real business results.
$99k-129k yearly est. 3d ago
Senior Compliance Officer
New Horizon Bank 4.1
Richmond, VA job
Sr. Compliance Officer At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here. General Job Summary: The Senior Compliance Officer is responsible for leading and managing the Bank's regulatory compliance program to ensure full adherence to applicable banking laws, regulations, and internal policies. In addition to overseeing the Bank's enterprise-wide compliance management system, this role also serves as the Bank's BSA Officer, providing strategic leadership and oversight of the Bank Secrecy Act/Anti-Money Laundering (BSA/AML) and OFAC compliance programs. This role oversees the development, implementation, monitoring, and maintenance of the Bank's compliance and BSA/AML frameworks and serves as a key advisor to executive leadership, Board committees, and staff on all compliance-related matters. The Senior Compliance Officer works closely with senior leadership, risk management, auditors, regulators, and business lines to proactively identify compliance and BSA/AML risks, implement effective controls, and support the Bank's ongoing safety, soundness, and growth objectives. Essential Duties and Responsibilities Regulatory Compliance Oversight Serve as the Bank's primary subject matter expert on all federal and state banking regulations including providing strategic oversight of all BSA/AML and OFAC compliance activities. Monitor changes in laws and regulations; assess the impact to the Bank and recommend timely updates to policies and procedures. Maintain the Bank's Compliance Management System (CMS), including oversight of policies, monitoring, risk assessments, training, and reporting. Coordinate regulatory examinations, internal audits, and compliance testing engagements; serve as point of contact for regulators and auditors. Policy & Program Management Maintain and oversee compliance policies, manuals, and internal control frameworks to ensure alignment with current regulations and industry standards. Collaborate with policy owners and Bank leadership to ensure policies are reviewed, updated, and approved according to the Board-approved policy review schedule. Compliance Monitoring & Risk Assessment Monitor and report suspicious activity; ensure timely filing of SARs, CTRs, and other required regulatory reports. Conduct ongoing monitoring and periodic reviews of Bank activities to assess compliance with applicable laws and regulations. Lead the Bank's annual Compliance Risk Assessment process to evaluate emerging risks and control effectiveness. Identify areas of potential compliance vulnerability; develop and oversee remediation plans as needed. Training & Communication Develop and deliver compliance training for Board members, management, and staff to ensure understanding of applicable regulations and Bank policies. Provide guidance and interpretation of compliance matters to business lines, management, and employees as issues arise. Board & Committee Reporting Prepare periodic compliance reports for executive management, Board of Directors, and Board Committees (Audit, Risk, Compliance, Loan, ALCO). Serve as staff liaison to relevant Board committees to support governance oversight of compliance functions. Collaboration & Leadership Foster a strong culture of compliance and ethical conduct throughout the organization. Maintain working relationships with regulatory agencies, auditors, consultants, and internal departments. Provide coaching and leadership to compliance staff, if applicable. Required Knowledge, Skills, and Abilities: Strong interpersonal skills with excellent credit, problem solving, and decision quality skills. Strong analytical skills. Strong sense of urgency and ability to meet deadlines. Strong understanding of regulatory guidance, particularly those related to real estate valuations. Excellent communication and interpersonal skills, both verbal and written. Ability to work independently and as part of a team. Proficient in Microsoft Excel and other Microsoft Office Suite products. Education and Experience: Bachelor's degree in business or other relevant subject area preferred. A minimum of 7-10 years of experience in Compliance and Risk Management.
$49k-75k yearly est. 1d ago
General Liability Claims Consultant
The Hartford 4.5
Remote or Scottsdale, AZ job
Consultant Claims - CH08CE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. This is a visible and important role within the Hartford Global Specialty (HGS) Claims Division. As a Claim Consultant, you will be responsible for handling a caseload of general liability bodily injury and property damage claims from inception to final disposition. These claims will involve both primary and excess coverages and often involve complex fact patterns requiring analysis of contracts between parties to determine indemnity and contribution obligations and risk transfer opportunities. Responsibilities include, but are not limited, to: Conducting investigations and analyzing and evaluating the information learned Making coverage determinations and communicating written position(s) to insureds and other required parties Within prescribed authority levels, setting appropriate expense and indemnity reserves and monitoring on a regular basis for any needed adjustment Presenting cases to management for expense and indemnity reserve authority above established authority levels Developing and implementing resolution strategies to achieve high quality outcomes Proactively managing litigation and counsel, inclusive of litigation planning and execution, budgeting and bill review Attending trials and mediations as necessary Contributing to broader claim and enterprise goals by participating in audits, projects and product development initiatives Preparing comprehensive reports and delivering presentations to senior claim leadership on case developments, policy issues, industry trends, etc. Working with business partners to evaluate and address claim trends and developments Addressing inquiries from agents and policyholders and providing superior customer service Requirements: Bachelor's degree preferred; law degree a plus Minimum of five years handling General Liability litigated coverage and liability matters High level of discipline; results-oriented; and able to focus on bottom line results Superior analytical ability and organizational skills Excellent oral and written communication skills Excellent strategic thinking ability and execution skills Excellent negotiation and advanced technical claim handling skills, including knowledge of coverage and tort laws Full command of issues and medicals relative to high value bodily injury claims Strong ability to analyze coverage and liability issues, manage time limit demands and assess extra contractual exposures and other issues of complexity Ability to communicate thoughts clearly and concisely, and to influence and persuade others Superior interpersonal skills Ability to exceed expectations and influence others to do the same This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations (Hartford, CT, San Antonio, TX, Lake Mary, FL, Phoenix, AZ, Naperville, IL) will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $84,000 - $126,000 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us Our Culture What It's Like to Work Here Perks & Benefits
$84k-126k yearly 21h ago

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Updated December 8, 2025

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