Financial Services Represenative - Spanish Speaking
Investment Banker Job 23 miles from Kansas City
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a
Best Bank to Work For
by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:Financial Services RepresentativeJob Description:
Summary:
The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
Serves as a team member to accomplish company objectives and lobby and personal goals.
Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates in training programs to maintain and acquire additional job knowledge and skills
Assists in opening and closing the branch, following procedures set by corporate security.
Complies with all department and company policies, procedures, audit guidelines, and regulations.
Perform other miscellaneous duties as assigned.
Qualifications:
Strong math and problem solving skills.
Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
Must maintain confidentiality of client transactions and bank records.
Team-oriented, possess a positive attitude and work well with others.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a high degree of accuracy.
Thorough knowledge of bank operations, products, and services offered at the bank.
Knowledge of banking laws and regulations including the Bank Secrecy Act.
Bilingual in Spanish required
Supervisory Responsibilities:
None
Education and/or Experience:
High School diploma or equivalent
Associates degree in business related field or two years related experience or a combination of education and experience
Experience working in an environment with individual and team goals preferred
Customer service experience required
Computer and Software Skills:
Skilled in operation of a personal computer, including Microsoft Word and Excel.
Google Suite
IBS
Salesforce
Certificates, Licenses, and Registrations:
Notary License as needed by the branch
Scheduled Hours:
Monday - Friday 9:30 AM - 6: 00 PM
Rotating Saturday 9:00 AM - 1:00 PM
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE.
Private Banker I
Investment Banker Job In Kansas City, MO
About the Company:
With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best performing banks in the country while achieving and maintaining excellent asset quality and a reputation for business excellence.
Our commitment to our team members is as important as our commitment to our clients and community. It starts with serving people in extraordinary ways. We offer our employees a highly collaborative culture, exceptional career opportunities, outstanding compensation and benefits, and a commitment to our team members professional development and personal growth.
Overview:
The Private Banker effectively manages an existing portfolio of personal and business deposit and loan relationships. Engages internal business partners to identify, solicit and close cross-selling opportunities. Develops and maintains long term business relationships with clients.
Responsibilities:
Proactively monitor current Private Banking portfolio, including tracking and testing loan/financial covenants and assist in the clearing of exceptions.
Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services.
Assist in the Level of Interest process and presentation.
Monitor renewals and maturities as well as gather updated documents from clients.
Order inspections, review /budget, administer draw and funding process for Private Banking construction loans.
Negotiate terms and structure loans based on risk considerations; present credits for approval in accordance with the Bank's Loan Policy.
Provide financial solutions to address client's personal and business needs as applicable.
Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy.
Support the Bank's strong Relationship Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
Analyze, synthesize and communicate complex financial data.
Demonstrate knowledge of all bank products.
Interact with internal and external clients while providing extraordinary service.
Develop and maintain trusted, positive relationships with employees, clients and vendors.
Represent the Bank and the Private Banking team in a highly professional manner.
Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
Reliable and predictable on-site attendance.
Qualifications:
Demonstrated success working in a high performing commercial bank with a focus on Private Banking.
Knowledge of Private Banking loan and deposit products and services.
Demonstrated success building relationships, strategic partners, and developing business with high net worth clients.
Experience in consumer lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.
Strong financial analysis and credit underwriting skills.
NMLS designation highly preferred.
Ability to analyze and understand personal financial statements and tax returns.
Bachelor's degree with exposure to Accounting or Finance courses is preferred or equivalent work experience.
Advanced degree or bank specific continuing education preferred.
CrossFirst Bank is proud to be an Equal Opportunity Employer.
CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.
Financial Representative
Investment Banker Job 23 miles from Kansas City
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Proprietary Equity Trader Position
Investment Banker Job In Kansas City, KS
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structure
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Commercial Banking Internship (36786)
Investment Banker Job 38 miles from Kansas City
When you work at Landmark, you will find we are all about Culture, Connection, and Contribution. You will build relationships beyond transactions and ... PHYSICAL DEMANDS The physical demands listed below are a requirement to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee is frequently required to sit or stand for long periods of time, speak, and listen; use hands to touch and grasp objects; and to reach with hands and arms. The employee is occasionally required to move about the banking facility. Visual ability to view a computer screen for long periods of time is required.
Ability to drive/ride in vehicle for light travel.
The employee must occasionally lift and/or move up to 30 pounds.
BENEFITS WE OFFER YOU
Employee Assistant Program (EAP)
401(k) Options
Paid Time Off (PTO) program
Paid Federal Holidays
Discount on various bank services
Employee Referrals
Wellness Reimbursements
529 College Savings Plan Payroll Deduction
A credit and background check is a final part of the hiring process.
Landmark National Bank is an EEO/AA/ADA/Veteran employer.
Associate, Investor Reporting
Investment Banker Job 23 miles from Kansas City
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role must complete complex, multifaceted assignments necessary for the proper servicing of our client's portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support.
**Essential Job Functions:**
+ Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information
+ Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client's CRE loans
+ Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties
+ Summarize research, as needed, to comprehensively respond to inquiries from Lenders, Audit, Rating Agency and other authorized stakeholders
+ Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest calculations, and, find and correct logic errors contained within
+ Ensure compliance against Servicing Standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing
+ Prepare and deliver cash remittance reports for assigned portfolios timely and accurately based on the requirements within the various Agreements.
+ Prepare and deliver all reporting requirements for assigned portfolios based on the requirements within the various Agreements.
+ Ensure the collection of all servicing fees through the remittance process based on the terms within the various the various Agreements.
+ Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime when necessary to meet client deadlines
+ Recommend process rationalization and efficiency initiatives affiliated with job responsibilities
+ Perform QC on completed product and communicate results to team members
+ Stay abreast of changes in industry standards
+ Other activities as may be assigned by your manager
**Qualifications/ Requirements:**
+ Bachelor's degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experience
+ Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
+ 0 - 2 years of experience in reconciliations, financial/investor reporting preferred
+ 0 - 2 years of CREFC Reporting experience preferred
+ Strong attention to detail and accuracy
+ High degree of professionalism
+ Experience with Excel, able to utilize multiple formulas and macros
+ Excellent written, verbal and electronic communication skills
+ Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced
+ Ability to manage multiple priorities and meet multiple deadlines with minimum supervision
+ Pro-active approach to problem recognition and resolution
**Special Requirements:**
+ The employee may be required to report to a different local office as a normal, contemplated, and mandated incident of their employment
**Working Conditions:**
+ Office environment with frequent computer, mouse, keyboard use
+ Alternating between sitting or standing as needed
+ Hearing, talking, reaching, grasping
\#LI-MS1
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$50,000.00 - $85,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision (******************************************************************************************************
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************
SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Associate, Investor Reporting
Investment Banker Job 23 miles from Kansas City
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role must complete complex, multifaceted assignments necessary for the proper servicing of our client's portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support.Essential Job Functions:
Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information
Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client's CRE loans
Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties
Summarize research, as needed, to comprehensively respond to inquiries from Lenders, Audit, Rating Agency and other authorized stakeholders
Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest calculations, and, find and correct logic errors contained within
Ensure compliance against Servicing Standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing
Prepare and deliver cash remittance reports for assigned portfolios timely and accurately based on the requirements within the various Agreements.
Prepare and deliver all reporting requirements for assigned portfolios based on the requirements within the various Agreements.
Ensure the collection of all servicing fees through the remittance process based on the terms within the various the various Agreements.
Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime when necessary to meet client deadlines
Recommend process rationalization and efficiency initiatives affiliated with job responsibilities
Perform QC on completed product and communicate results to team members
Stay abreast of changes in industry standards
Other activities as may be assigned by your manager
Qualifications/ Requirements:
Bachelor's degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experience
Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
0 - 2 years of experience in reconciliations, financial/investor reporting preferred
0 - 2 years of CREFC Reporting experience preferred
Strong attention to detail and accuracy
High degree of professionalism
Experience with Excel, able to utilize multiple formulas and macros
Excellent written, verbal and electronic communication skills
Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced
Ability to manage multiple priorities and meet multiple deadlines with minimum supervision
Pro-active approach to problem recognition and resolution
Special Requirements:
The employee may be required to report to a different local office as a normal, contemplated, and mandated incident of their employment
Working Conditions:
Office environment with frequent computer, mouse, keyboard use
Alternating between sitting or standing as needed
Hearing, talking, reaching, grasping
#LI-MS1
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$50,000.00 - $85,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Commercial Banking Internship
Investment Banker Job 38 miles from Kansas City
Job Details Entry Lawrence 6th - Lawrence, KS Internship Not Specified Up to 10% Day Commercial BankingDescription
When you work at Landmark, you will find we are all about Culture, Connection, and Contribution. You will build relationships beyond transactions and work with people who want to be better every day. You'll be challenged to grow and supported in your development. You will celebrate success and have an opportunity to make a real difference for our customers and our community.
POSITION SUMMARY
The Landmark National Bank Commercial Banking Internship is a summer program designed to provide an intern with exposure to commercial banking (business analytics, credit file risk management, and treasury management) functions. After a period of onboarding in the department, an intern will then assist supervisors and mentors helping Landmark's clients meet their various business and personal objectives. Tasks may include offering treasury management solutions, dissecting financial statements to identify trends, and meeting clients directly with mentor.
WHO YOU ARE
Ability to work in a positive and collaborative environment where multi-tasking, attention to detail and time management skills are essential.
Excellent written communication skills.
Completion of introductory business curriculum required, agriculture related majors welcome.
A university school of business upper classman.
WHAT YOU WILL DO
Prepare loan requests in accordance with all bank policies and regulatory requirements.
Execute daily loan transactions.
Direct customer support and other general administrative duties.
Understand and evaluate complex financial statements and tax returns.
Evaluate elements of credit risk.
Engage in Landmark National Bank culture initiatives and team success activities, including daily huddles and weekly sales meetings.
Participate in commercial banker shadowing.
Perform other duties and projects as assigned.
Qualifications
PHYSICAL DEMANDS
The physical demands listed below are a requirement to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee is frequently required to sit or stand for long periods of time, speak, and listen; use hands to touch and grasp objects; and to reach with hands and arms. The employee is occasionally required to move about the banking facility. Visual ability to view a computer screen for long periods of time is required.
Ability to drive/ride in vehicle for light travel.
The employee must occasionally lift and/or move up to 30 pounds.
BENEFITS WE OFFER YOU
Employee Assistant Program (EAP)
401(k) Options
Paid Time Off (PTO) program
Paid Federal Holidays
Discount on various bank services
Employee Referrals
Wellness Reimbursements
529 College Savings Plan Payroll Deduction
A credit and background check is a final part of the hiring process.
Landmark National Bank is an EEO/AA/ADA/Veteran employer.
Investment Representative Part Time (11 a.m.-3 p.m.)
Investment Banker Job In Kansas City, MO
Our Firm
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.
We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.
Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.
Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends-more than $1.8 billion - to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute's work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.
For more information, please visit americancentury.com.
We are seeking a diverse group of professionals to join our team in our Investment Representative training program.
The start date for this class is May 19, 2025.
If you enjoy helping people achieve their goals, learning about finance, and developing an understanding of client-centric sales strategies - this role is a magnificent place to start a future in our industry!
This position sits within our Personal Financial Solutions Client Care Organization, and each of our representatives individually handle a fluctuating volume of inbound calls from our retail investors every single day. Investment Representatives work within a highly structured/scheduled environment to deliver a top-tier client experience and handle a variety of requests including transactions, account management & troubleshooting across client inquiries.
We have crafted an outstanding, 4-week, Monday - Friday 8am-5pm, classroom style onboarding and training program to set our representatives on a path to success at our firm. The training materials and training period are paid for by American Century.
Why should you work at ACI? We offer:
Competitive Pay: $23.26 per hour starting with bonus opportunity
Flexible workplace/work from home plans post-training once proficient in role
Tuition reimbursement
401K matching
529 match program for eligible dependents with company match up to $1,000 annually
10 days paid time off / 11 holidays each year
Annual Bonuses dependent on employee and company performance
Business Casual Dress Code
Free On-Site Parking
Generous benefits plans and resources
Opportunities for future career advancement within the department or into other areas of the company, including: Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more! 65% of our Associates were promoted to new positions within their first two years.
In this role, you will...
Learn how to cultivate and nurture client relationships and build dedication to our brand by providing efficient, effective, and friendly client service
Develop a keen understanding and ability to communicate ACI funds, products, policies, procedures, and financial industry knowledge
Develop foundational understanding of the IRS regulations and recognition of tax implications in order to provide our clients value
Craft new value for clients by offering personalized, relevant investment solutions
Embed our Service to Sales culture by communicating new opportunities to our clients that will not only benefit their financial situation, but also the firm by acquiring additional assets and new clients
continuing education up-training to enable handling additional call types within different business units from an overflow perspective
Schedule:
Within this position, scheduling is highly structured to ensure the best balance between our representative's availability and client servicing
During the paid 4-week training program, the trainee class will work Monday-Friday 8am-5pm CT
Upon the successful completion of the initial training period and showing proficiency, employees can look forward to a complete work from home work schedule (subject to change based on business needs and team meetings)
Post training, part time new hires will work part time shifts from 11am-3pm (subject to change based on business needs)
Each day has a one 15-minute break
Schedules may be adjusted as volume and business needs dictates. For example, during high volume periods, PTO and scheduled off the phone activities may be reduced or eliminated.
Requirements for this role:
Bachelor's degree or an equivalent combination of education and work experience
Crucial communication and task organization skills
Sophisticated skill in computer usage and the ability to type 30 WPM minimum
Ability to practice resiliency, flexibility, and relationship management
Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
Additional Requirements:
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
#LI-Hybrid
©2019 American Century Proprietary Holdings, Inc. All rights reserved.
Investment Intern - Overland Park, KS
Investment Banker Job 23 miles from Kansas City
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.
We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
OneDigital is looking for an emerging college junior or senior to join the Investment Team in the Summery of 2025. We're looking for hard working, resourceful, analytical thinkers who are ready to contribute from the beginning. If you have exceptional interpersonal and communication skills and thrive in a dynamic, collaborative environment, then this is the role for you.
You need to have strict attention to detail, be a quick learner, and enjoy working in an ever-changing, fast-paced environment. We're looking for flexible, adaptable, analytical thinkers who bring a comprehensive knowledge of global markets and a strong interest in financial services. You should have excellent business writing, research and quantitative skills. You will spend days rotating through multiple departments within the Retirement & Wealth division and handle many projects simultaneously.
JOB PURPOSE SUMMARY
This 10-week, paid internship will give you hands-on experience at one of the nations' fastest growing strategic advisory firms. In this program, you will have a wide variety of responsibilities within multiple departments of the OneDigital Investment Team, focusing on a path to employment upon graduation This position will be an in-person experience out of our Overland Park, KS office.
What to Expect:
* Gain exposure to multiple verticals across wealth management and work on challenging real-world problems
* You will grow professionally and personally with an assigned mentor
* Develop a deep understanding of markets and instruments used across them
Essential Duties and Responsibilities (include but are not limited to):
* Develop an understanding of database structure and management, helping the team create programmatic processes to manage data quality and accuracy at scale
* Assist in pre/post-trade analysis on individual client accounts as well as model-level trades across the firm
* Become familiar with the OneDigital Investment Platform and how to implement strategies in client portfolios
* Assist the internal research team with company and industry analysis on new and existing portfolio companies
* Conduct risk analysis on platform strategies to monitor changes in short and long-term performance behavior
* Perform qualitative and quantitative research on mutual fund portfolio managers to evaluate existing and look for new managers
* Develop advisor-facing materials to help explain topical market events
Qualifications, Skills, and Requirements:
* Strong organizational and time management skills
* Demonstrated analytical and problem-solving skills with attention to detail
* Ability to thrive in a fast-paced environment, while meeting or exceeding deadlines
* Effective written and oral communication skills across a variety of audiences
* Must be self-motivated and disciplined
* Strong research and problem-solving skills
* Proficiency in Excel; programmatic languages are a plus (Python, R)
Education, Training and Experience:
* A rising Senior with an expected graduation date of either December 2025 or May 2026. In pursuit of bachelor's degree
* Comfortable with large datasets and quantitative problem solving
The typical base pay range for this role nationwide is $18 per hour.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: **************************
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
Thank you for your interest in joining the OneDigital team!
Banker - Lee's Summit
Investment Banker Job 25 miles from Kansas City
What You'll Do: As a valued member of the broader retail banking team, you will be relied upon to assist the retail banking process and to contribute value to the bank's retail banking decisions. You will build rapport with internal and external stakeholders and become a key player in an essential function of our bank. You will perform a wide variety of functions for the retail banking team. You will engage with internal and external customers while providing legendary service levels. Your strong combination of interpersonal, analytical, and decision-making skills makes you a valued resource and partner.
Central Bank Offers This:
* Competitive Salary; determined by experience and skills
* Comprehensive Benefits package that includes; 401(k) company match, Paid-Time Off (PTO), Volunteer Days Off (VTO)
* Paid Federal Holidays
* Tuition Reimbursement
About Central Bank
At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals.
Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals.
Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunity for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together.
Private Wealth Banker (75781)
Investment Banker Job In Kansas City, KS
Areas of Interest: Private Banking
Pay Transparency Salary Range: Not Available
Application Deadline: 03/03/2025
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial .
Bonus Type Formula BasedSummary
Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker.
We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve.
Job Description
The Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses.
Team Culture
We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic.
Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience.
How You'll Spend Your Time
You will develop and implement a relationship management plan for potential customer accounts to identify and build relationships; and actively identify new prospects and develop new loan and deposit business.
You will negotiate loan proposals with customers; this includes analyzing and evaluating credit requests and underwriting loan commitments, coordinating with the Private Wealth Underwriting group, and recommending appropriate credit grade. You will present to the loan committee and implement approval or declination action.
You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group
,
including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.
You will manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues.
You will serve as the relationship manager in delivery of products and services across departmental and divisional lines while facilitating resolution of operational problems for customers across all divisions.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 3-5 years of directly related experience in credit/banking and/or 6-8 years of equivalent combination of education and experience.
Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements
Good knowledge of accounting principles and practices
Demonstrated capacity to sell products/services within the financial services industry
Good understanding of credit underwriting, documentation, loan policy, and regulations
Good knowledge of financial analysis including ratio and trend analysis and projections
Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services.
Strong communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
Good PC skills including knowledge of word processing and spreadsheet applications
Advertising Source
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_********************* with any questions.
Private Client Banker - Overland Park, KS
Investment Banker Job 23 miles from Kansas City
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Business Banking Specialist
Investment Banker Job In Kansas City, MO
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate. We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.
Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do.
As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve.
Role Description: We are looking for a Business Banking Specialist to join our Deposit team! Business Banking Specialists provide service and support to commercial clients in an independent and creative environment. They are primarily responsible for enrollment in business online banking and the cash management products suite. In this role you will:
Open new commercial accounts for clients
Complete documentation needed for enrollment of commercial products such as online banking, ACH and wire origination, remote deposit capture and mobile remote deposit capture, sweep accounts, account analysis, and positive pay
Troubleshoot client issues, both internally and with our core processor, to resolution and escalate as needed
Cross-sell bank services to existing and prospective clients
Possess clear and working knowledge of all products offered by the bank, including specific operational and compliance settings required to establish the product or service
Verify personal and business identification documents (CIP/KYC) and archive supporting documentation
Bring excellent client service skills that will help you build professional relationships and curate interactions based on client motivations and needs
Perform other duties as assigned
Qualifications:
Have at least 1-2 years of banking experience
Sales or customer service experience is preferred
Proficiency in Google Suite, Excel, and Fiserv core-related products is preferred
Thrive working in a fluid environment with high autonomy, multitasking when required while also showing great attention to detail
Love to collaborate to get to the best, most efficient outcome
Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations
Show curiosity and humility, while being open to new ideas and approach your work with a growth mindset
Are a team player and enjoy working with people to achieve the best and most efficient result
Display strong accountability and group responsibility for the customers we serve, taking on and performing tasks
What we offer:
At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life
Competitive compensation, including opportunities for equity grants and cash bonus, based on experience, geographic location, and role
Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
Paid parental leave
Flexible vacation policy, including PTO and paid holidays
A fun and challenging team environment in a dynamic industry with ample opportunities for career growth
*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
#LI-BC1
Financial Services Operations Representative I
Investment Banker Job In Kansas City, MO
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
Role Overview
In your role as a Financial Services Representative, you are the front line to our clients and our clients' clients. This position provides transaction processing services with a customer-focused approach. You will work as part of a team for the purpose of provided proactive and innovative solutions to customers. Team members share a commitment to professional development and delivery of quality service.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Provide mutual funds transaction processing services with a customer-focused approach.
Provide proactive and innovative solutions to customers.
Entry level support representatives work on standard, repeatable tasks that require limited judgement and decision making.
Acquire job skills and learn company policies and procedures to complete tasks.
Follow detailed work instructions and works under close supervision.
Provide world class service to our customers by processing service requests that come to the team through various channels including email, facsimile and mail.
Typical service requests include purchases, redemptions, transfers, exchanges, account maintenance and new account set-up.
Accuracy is vitally important in this role as you deal with investments.
You will review transactions for quality, ensuring the accuracy of the work entered.
On occasion you will work with clients over the phone in order to resolve complex issues. This role, however, is performed about 90% of the time via computer.
You will have the opportunity to cross train in different areas to expand your knowledge base and help you develop new skills as you advance in the company.
What You Will Bring:
Knowledge of transfer agency, fund procedures, and Federal regulations required in order to process complex transactions accurately and/or communicate with clients, shareowners, broker/dealers.
Excellent verbal and written communication skills, able to converse knowledgeably and concisely with clients, team members and management.
Demonstrated ability to provide effective coaching and feedback to develop and support team members.
Excellent problem solving skills.
Ability to interpret written requests/issues accurately and supply appropriate follow-up action as necessary.
Strong computer skills with demonstrated proficiency with the Microsoft Office Product Suite.
Meets and surpasses quality and productivity objectives within current role; brings a quality mindset to all aspects of the work.
Excellent ability to multitask in a fast-paced environment, handling and following through on multiple tasks within multiple deadlines for multiple clients.
Ability to deal with unexpected situations and address sensitive issues.
Good organizational skills with attention to detail in order to ensure that all deadlines and service levels are met
Experience with SS&C (formerly DST) proprietary software programs such as TA2000 and AWD preferred
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************
#LI-HD1 #LI-HYBRID
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Associate, Investor Reporting
Investment Banker Job 23 miles from Kansas City
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role must complete complex, multifaceted assignments necessary for the proper servicing of our client's portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support.
Essential Job Functions:
Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information
Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client's CRE loans
Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties
Summarize research, as needed, to comprehensively respond to inquiries from Lenders, Audit, Rating Agency and other authorized stakeholders
Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest calculations, and, find and correct logic errors contained within
Ensure compliance against Servicing Standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing
Prepare and deliver cash remittance reports for assigned portfolios timely and accurately based on the requirements within the various Agreements.
Prepare and deliver all reporting requirements for assigned portfolios based on the requirements within the various Agreements.
Ensure the collection of all servicing fees through the remittance process based on the terms within the various the various Agreements.
Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime when necessary to meet client deadlines
Recommend process rationalization and efficiency initiatives affiliated with job responsibilities
Perform QC on completed product and communicate results to team members
Stay abreast of changes in industry standards
Other activities as may be assigned by your manager
Qualifications/ Requirements:
Bachelor's degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experience
Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
0 - 2 years of experience in reconciliations, financial/investor reporting preferred
0 - 2 years of CREFC Reporting experience preferred
Strong attention to detail and accuracy
High degree of professionalism
Experience with Excel, able to utilize multiple formulas and macros
Excellent written, verbal and electronic communication skills
Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced
Ability to manage multiple priorities and meet multiple deadlines with minimum supervision
Pro-active approach to problem recognition and resolution
#LI-MS1 #LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$55,000.00 - $78,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Associate, Investor Reporting
Investment Banker Job 23 miles from Kansas City
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role must complete complex, multifaceted assignments necessary for the proper servicing of our client's portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support.
Essential Job Functions:
+ Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information
+ Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client's CRE loans
+ Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties
+ Summarize research, as needed, to comprehensively respond to inquiries from Lenders, Audit, Rating Agency and other authorized stakeholders
+ Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest calculations, and, find and correct logic errors contained within
+ Ensure compliance against Servicing Standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing
+ Prepare and deliver cash remittance reports for assigned portfolios timely and accurately based on the requirements within the various Agreements.
+ Prepare and deliver all reporting requirements for assigned portfolios based on the requirements within the various Agreements.
+ Ensure the collection of all servicing fees through the remittance process based on the terms within the various the various Agreements.
+ Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime when necessary to meet client deadlines
+ Recommend process rationalization and efficiency initiatives affiliated with job responsibilities
+ Perform QC on completed product and communicate results to team members
+ Stay abreast of changes in industry standards
+ Other activities as may be assigned by your manager
Qualifications/ Requirements:
+ Bachelor's degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experience
+ Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
+ 0 - 2 years of experience in reconciliations, financial/investor reporting preferred
+ 0 - 2 years of CREFC Reporting experience preferred
+ Strong attention to detail and accuracy
+ High degree of professionalism
+ Experience with Excel, able to utilize multiple formulas and macros
+ Excellent written, verbal and electronic communication skills
+ Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced
+ Ability to manage multiple priorities and meet multiple deadlines with minimum supervision
+ Pro-active approach to problem recognition and resolution
\#LI-MS1 #LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$55,000.00 - $78,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision (******************************************************************************************************
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************
SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Investment Representative Part Time (11 a.m.-3 p.m.)
Investment Banker Job In Kansas City, MO
Our Firm
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.
We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.
Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.
Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends-more than $1.8 billion - to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute's work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.
For more information, please visit americancentury.com.
We are seeking a diverse group of professionals to join our team in our Investment Representative training program.
The start date for this class is May 19, 2025.
If you enjoy helping people achieve their goals, learning about finance, and developing an understanding of client-centric sales strategies - this role is a magnificent place to start a future in our industry!
This position sits within our Personal Financial Solutions Client Care Organization, and each of our representatives individually handle a fluctuating volume of inbound calls from our retail investors every single day. Investment Representatives work within a highly structured/scheduled environment to deliver a top-tier client experience and handle a variety of requests including transactions, account management & troubleshooting across client inquiries.
We have crafted an outstanding, 4-week, Monday - Friday 8am-5pm, classroom style onboarding and training program to set our representatives on a path to success at our firm. The training materials and training period are paid for by American Century.
Why should you work at ACI? We offer:
Competitive Pay: $23.26 per hour starting with bonus opportunity
Flexible workplace/work from home plans post-training once proficient in role
Tuition reimbursement
401K matching
529 match program for eligible dependents with company match up to $1,000 annually
10 days paid time off / 11 holidays each year
Annual Bonuses dependent on employee and company performance
Business Casual Dress Code
Free On-Site Parking
Generous benefits plans and resources
Opportunities for future career advancement within the department or into other areas of the company, including: Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more! 65% of our Associates were promoted to new positions within their first two years.
In this role, you will...
Learn how to cultivate and nurture client relationships and build dedication to our brand by providing efficient, effective, and friendly client service
Develop a keen understanding and ability to communicate ACI funds, products, policies, procedures, and financial industry knowledge
Develop foundational understanding of the IRS regulations and recognition of tax implications in order to provide our clients value
Craft new value for clients by offering personalized, relevant investment solutions
Embed our Service to Sales culture by communicating new opportunities to our clients that will not only benefit their financial situation, but also the firm by acquiring additional assets and new clients
continuing education up-training to enable handling additional call types within different business units from an overflow perspective
Schedule:
Within this position, scheduling is highly structured to ensure the best balance between our representative's availability and client servicing
During the paid 4-week training program, the trainee class will work Monday-Friday 8am-5pm CT
Upon the successful completion of the initial training period and showing proficiency, employees can look forward to a complete work from home work schedule (subject to change based on business needs and team meetings)
Post training, part time new hires will work part time shifts from 11am-3pm (subject to change based on business needs)
Each day has a one 15-minute break
Schedules may be adjusted as volume and business needs dictates. For example, during high volume periods, PTO and scheduled off the phone activities may be reduced or eliminated.
Requirements for this role:
Bachelor's degree or an equivalent combination of education and work experience
Crucial communication and task organization skills
Sophisticated skill in computer usage and the ability to type 30 WPM minimum
Ability to practice resiliency, flexibility, and relationship management
Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
Additional Requirements:
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
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©2019 American Century Proprietary Holdings, Inc. All rights reserved.
Private Client Banker - Overland Park, KS
Investment Banker Job 23 miles from Kansas City
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Banker - Sugar Creek
Investment Banker Job 13 miles from Kansas City
What You'll Do: As a valued member of the broader retail banking team, you will be relied upon to assist the retail banking process and to contribute value to the bank's retail banking decisions. You will build rapport with internal and external stakeholders and become a key player in an essential function of our bank. You will perform a wide variety of functions for the retail banking team. You will engage with internal and external customers while providing legendary service levels. Your strong combination of interpersonal, analytical, and decision-making skills makes you a valued resource and partner.
Central Bank Offers This:
* Competitive Salary; determined by experience and skills
* Comprehensive Benefits package that includes; 401(k) company match, Paid-Time Off (PTO), Volunteer Days Off (VTO)
* Paid Federal Holidays
* Tuition Reimbursement
About Central Bank
At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals.
Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals.
Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunity for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together.