J.P. Morgan jobs in Greenwich, CT

- 1475 jobs

Financial Advisor
Edward Jones 4.5
Stamford, CT job
This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 3d ago
Branch Office Administrator
Edward Jones 4.5
Thomaston, CT job
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Full-Time Branch Address: 76 Watertown Rd Suite 2e, Thomaston, CT This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself... Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events You can also expect... A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $26.10 Hiring Maximum: $27.74 Read More About Job Overview Skills/Requirements What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$39k-50k yearly est. 2d ago
Financial Advisor
Edward Jones 4.5
Cheshire, CT job
This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 3d ago
Legal Operations Manager - Tech-Enabled Contract Management
Trexquant Investment 4.0
Stamford, CT job
A systematic fund manager is seeking a Legal Operations Manager in Stamford, CT to oversee legal processes and support regulatory compliance. This role involves managing contract lifecycles, optimizing workflows, and coordinating with business teams. Candidates should have 3-10 years of relevant experience, preferably with strong skills in contract management and legal operations. This position offers competitive salary and comprehensive benefits. #J-18808-Ljbffr
$119k-161k yearly est. 4d ago
Insurance Business Systems Analyst
Source One Technical Solutions 4.3
Greenwich, CT job
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global speciality insurance carrier in Greenwich, CT. This is a Hybrid role see details below. This role will be Hybrid (4 days onsite, 1 day remote) and available to candidates local to the Greenwich, CT area. No C2C, Third Party or Sponsorship Title: Insurance Business Systems Analyst Location: Hybrid (4 days onsite, 1 day remote) Hybrid (Mon-Fri, 40 hours) Fulltime, Permanent Salary Range : $70,000.00- $80,000.00 10%bonus eligible) MUST HAVE Recent Experience in the Insurance Industry! This role will help bridge the gap between business needs and IT solutions in the insurance industry by gathering requirements, assisting with implementation efforts, supporting end users and software systems, and improving upon business processes. Collaborate with stakeholders, analyze data, author business and technical requirements, and help ensure that technology projects align with insurance industry standards and company goals. Responsibilities • Gather and define business requirements: Work with subject matter experts to collect and document business needs for new or enhanced systems through interviews, workshops, and surveys. • Systems Support: Help with the implementation, maintenance, and ongoing production support of critical insurance software systems and ensure system performance and stability. • Troubleshoot and test: Assist in testing and troubleshooting systems to resolve issues and ensure they function correctly. • Project Work: Assist with projects and shifting priorities as needed. • Liaise between business and IT: Function as a communication bridge between business departments (like underwriting, operations, finance) and the information technology team. • Improve processes: Analyze existing business processes to identify areas for improvement and efficiency gains. • Analyze data: Evaluate data to inform decision-making and report on key performance indicators (KPIs). • Training and documentation: Train users on software applications, system enhancements, and create detailed business process documentation. • Reporting: Respond to user requests to generate reports from the system. Skills & Requirements • Minimum of 3-5 years of experience. • Insurance Industry Knowledge: A strong understanding of insurance products, business processes, and industry regulations is crucial. • Analytical and problem-solving: Ability to analyze complex situations, identify root causes of problems, and develop effective solutions. • Communication: Excellent written and verbal communication skills to effectively collaborate with diverse business stakeholders and technical teams. • Project Management and Process Knowledge: Familiarity with different project management methodologies like Agile or Waterfall, and the ability to create process flows and user stories is beneficial. • Software Familiarity: Experience with specific insurance software platforms like Guidewire, Duck Creek, Insurity, Origami, can be a significant advantage. • Technical Skills: Experience with SQL, data visualization tools, Power BI, and understanding of software systems
$75k-112k yearly est. 4d ago
Help Desk Specialist
Integris Group 4.0
Glastonbury, CT job
Work for a company that values you! Integris Group is a medical professional liability insurance carrier. We put our talents to work protecting dedicated physicians and their practices. Headquartered in Glastonbury, CT, with offices in Jacksonville, FL and Atlanta, GA, we insure health care professionals in 22 states. Our long history of growth and evolution has set the stage for continued success and a very exciting future. We are here to make a positive impact in the lives of our policyholders and the medical community. We offer a challenging and rewarding environment where you can see the results of your hard work. If you thrive in a highly collaborative, mission-driven environment, we invite you to explore the following position. Job Title: Help Desk Specialist (Full Time) Job Description We are seeking a Help Desk Specialist to handle end-user support and issue resolution under the supervision of IT leadership. In addition to direct end-user support, this role will assist with printer maintenance, user hardware and software provisioning, and user onboarding and offboarding. The Help Desk Specialist role is a forward-facing role that requires exceptional communication skills, a strong customer-focused attitude and an understanding of software and basic security concepts. The successful candidate will spend most of their time addressing end-user issues and doing simple system administration activities. While uncommon, this role may need to be occasionally on call for security and critical after-hours support issues. This position reports directly to the Vice President of Information Technology in our Glastonbury, CT home office. Responsibilities and Competencies: Technical Responsibilities · Provide technical support and issue resolution to end users in a Microsoft Windows environment · Assist with hardware purchasing, provisioning, reclamation, and decommissioning · Participate in employee onboarding and offboarding processes · Support basic system administration tasks · Configure, maintain, and support company-owned printers · Assist with patching of servers and workstations · Contribute to software and server license management General Responsibilities · Proactively develop and enhance skills relevant to the role · Educate end users on security best practices and proper technology usage · Respond to business requests professionally and with an appropriate sense of urgency · Perform other duties as assigned based on evolving business needs Qualifications and Skills · 3-5 years of practical work or internship experience in user-facing IT support roles · Knowledge of software, security, and wireless connectivity concepts · Familiarity with the Microsoft Windows computing ecosystem · Strong logical thinking and problem-solving abilities · Ability to multitask and meet deadlines · Highly customer-focused attitude with a commitment to fully resolving issues Location · The Help Desk Specialist will be based out of our Glastonbury, CT office. Benefits As leaders in the healthcare industry, we're passionate about the health and well-being of our employees. We want everyone at Integris Group to feel valued and energized as they work to fulfill our mission. We support employees with generous benefits including: Health and Well-being · Medical, dental, and vision insurance · Employee Assistance Program (EAP) Financial Rewards · Competitive salary · Incentive bonus plan · 401(k) with company match · Group life insurance · Short and long-term disability income protection · Healthcare Savings Account Education Support · Education financial assistance Time Off · Universal paid time off · Company holidays Culture · Charitable giving opportunities · Team-building events · Employee recognition Company Information Founded by physicians in 1984, Integris Group provides protection and support to help policyholders navigate an increasingly complex healthcare environment. Our Board is comprised of physicians who understand the rewards and challenges of practicing medicine. We are an ally to policyholders when they need it most. Please visit our website at ******************* for more information. Integris Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
$43k-63k yearly est. 3d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Greenwich, CT job
NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
$94k-167k yearly est. Easy Apply 60d+ ago
Legal Operations Manager (USA)
Trexquant Investment 4.0
Stamford, CT job
Trexquant is a growing systematic fund manager with a core team of highly accomplished technologists. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity and futures markets. We are hiring a Contract Manager based in Stamford, CT to manage data and technology procurement contracts. This position will sit in the Company's Legal and Compliance team. We are seeking a Legal Operations Manager to join our growing legal and compliance functions. This role is ideal for someone who enjoys building scalable, tech-enabled legal processes and managing the operational backbone of a high-performing legal team. You will implement and maintain contract management systems, automate workflows, ensure compliance and recordkeeping, support regulatory filings, and manage the intake and tracking of legal requests. You will also handle less complex contract negotiations using established form agreements and playbooks. Responsibilities: Contract Management & Automation Administer and optimize Trexquant's contract lifecycle by using contract management tools (e.g., Ironclad, Conga). Manage legal document execution and storage processes. Track contract renewals and compliance obligations. Technology Enabled Process and Workflow Design Build and maintain Jira or other solution based workflows for legal request intake, approvals, and reporting. Proactively identify opportunities to automate and streamline legal and compliance processes. Develop workflow descriptions and provide training to improve operational efficiency across the firm. Contract Negotiation Support Review, negotiate, and redline agreements such as NDAs, vendor contracts, and amendments by using form templates and playbooks. Coordinate with internal business teams and external counterparties to finalize contracts. Compliance & Recordkeeping Maintain organized filing systems for regulatory and corporate compliance materials. Support reporting, audit and policy implementation efforts. Qualifications: Bachelor's degree required; JD preferred but not required. 3-10 years of experience in legal operations, contract management or paralegal roles within a technology, financial services or legal department environment. Strong understanding of contract lifecycle management and technology enabled workflow design. Proficiency with: Jira (for workflow management) Conga or Ironclad (for contract lifecycle management) DocuSign and Adobe Sign (for e‑signature processes) Google Workspace (Docs, Sheets, Drive, etc.) Basic HTML or similar skills (for form and template customization). Excellent organizational skills, attention to detail and ability to manage multiple priorities in a fast‑paced setting. A proactive mindset with a passion for improving processes through technology. Ability to come 4 days per week in office with greater flexibility over time. Benefits: Competitive salary plus bonus based on individual and company performance. Collaborative, casual and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre‑tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer. #J-18808-Ljbffr
$83k-135k yearly est. 4d ago
Salesforce Developer
Other 4.0
Hartford, CT job
Hi, Please find the below JD and let me know your response once..! Salesforce Developer Type : Contract NOTE : Looking for Visa Independents only. Who can ready to work on our W2. Below is the JD: Minimum 12 years of experience working within the Salesforce ecosystem Proven hands-on Salesforce coding and configuration Extensive expertise in various integrations, particularly API integrations Proficient in code review and effective collaboration with development teams Experience with Salesforce Certifications is a plus Note: Please share me your resumes to **************************.
$90k-121k yearly est. 2d ago
Customer Consultant I
Ion Bank 3.7
Naugatuck, CT job
Job Type: Hourly, Full Time - Hybrid Schedule: Monday, Tuesday, Thursday, and Friday - 10:15a - 7:00p (Wednesdays off) Saturdays from 8a-3p Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Customer Consultant 1 you are responsible for: The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations. Responsibilities: Employee is required to attend work. Ensure company service standards are continually achieved in area of responsibility. Project a positive and highly professional image of the Bank by providing high quality customer service. Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals. Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately. Keeps current on changes in technology and alternative delivery methods. Achieve established goals for the department. Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer. Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner. Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer. Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams. Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up. Receive, verify, and process through the PC customer transactions. Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department. Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud. Balance daily work. Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals. Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations Education and Qualifications: A High School diploma is required, along with additional college coursework or bank-related training. Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days (Will be tailored to level) 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.
$53k-79k yearly est. 60d+ ago
Microsoft Business Applications Sales Consultant
Itc Worldwide 4.7
Hartford, CT job
ITC WORLDWIDE is seeking a dynamic and experienced Microsoft Business Applications Senior Sales Consultant WFH or an ITC field office Are you passionate about selling business applications solutions that empower organizations to achieve more? Do you have a proven track record of delivering results in a complex and competitive market? Do you have experience with Microsoft Dynamics 365 Finance & Operations or other ERP systems? If so, we want to hear from you. To be successful in this position you will possess the following attributes: Motivated and proactive professional with previous experience in end-to-end sales within Microsoft or equivalent Enterprise Applications. 5+ years face-to-face selling experience - Microsoft product suite expertise including D365, PowerApps and Business Central is highly regarded. Demonstrated ability to hunt new business opportunities. Ability to build and foster strong customer relationships in existing customer base. A strong customer-centric approach and ability to network across a complex organization. Skills in managing multiple commercial processes (new business sales), forecasting precisely and identifying challenges to positive commercial outcomes. Develop and execute a sales strategy in designated territories and work with both vendor and Industry teams to execute. Arrange and conduct customer meetings, serve as trusted advisor by understanding a customer's existing and future digital transformation roadmap and driving the sales. Strong networking skills and industry experience Ability to drive new business and get engaged with lead generation. Liaising with solution consultants to drive correct business outcomes. Desire to be involved in a rapidly growing business and take a leadership role in helping it thrive. Strong personality motivated by continual improvement and self-development Responsibilities: Develop and execute sales strategies to grow revenue and market share in the Finance & Operations segment. Build and maintain strong relationships with key decision makers and influencers across various industries and geographies. Understand customer needs and pain points and propose value-added solutions that leverage Microsoft's D365 platforms and applications. Collaborate with delivery and pre-sales teams to ensure proposed solutions align with client requirements. Working with Marketing and Business Development personnel to help develop lead generation campaigns along with target marketing to specific verticals. · Manage the entire sales cycle, including prospecting, negotiations, and contracting Develop and nurture a robust pipeline of prospects to achieve and exceed sales targets Leverage your sales knowledge and existing Microsoft ecosystem network Qualifications: Minimum of 5 years of experience in selling enterprise software solutions, preferably in the ERP domain Strong knowledge of Microsoft Dynamics 365 Finance & Operations or other ERP systems and their business benefits Excellent communication, presentation, and negotiation skills Ability to work independently and as part of a team in a fast-paced and dynamic environment. Bachelor's degree in business, finance, or related field Prior consulting services sales experience required, and an understanding of Microsoft's Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations) Package Details Contract W2 role for an experienced Tech Seller! Base Salary (Draw) W2 Commissioned: from 1-3% on lifetime Support + Bonus on Managed Services +Cash Bonus What's in it for you Qualified Leads Technical Sales & Service Support Product Selling Training Provided Dynamics 365 - CRM Dynamics 365 - Business Central Microsoft 365 ISV Solutions (Offers) Neural Impact Sales Optimization Training Differentiation & Engagement Effective Discovery & CIO Engagement Project Impact & Objection Handling $ 150,000.00 (US Dollar) BIzzApp Sales 2. Acct exec 3. services & support consult
$150k yearly 60d+ ago
Wealth Management Client Relationship Manager
Nuveen Investments 4.9
Hackensack, NJ job
**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience. + Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. **Preferred:** + 3+ years of financial services experience. + Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2025-12-31 Base Pay Range: $62,500/yr - $87,500/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$62.5k-87.5k yearly 39d ago
Programmer/Developer
Generis Tek Inc. 4.0
Hartford, CT job
Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Faizan Mohammed at email address ****************************** can be reached on # ************. We have Contract role Programmer/Developer for our client at Hartford, CT. Please let me know if you or any of your friends would be interested in this position. Position Details: Programmer/Developer- Hartford, CT Location : Hartford, CT, 06106 Project Duration : 12+ months of contract Pay rate : $50 to $57 an hour on W2 Scope Of Work: The agency needs the service of a senior level Full Stack Developer. The candidate will serve in the capacity of a Developer participating in various SDLC processes including requirements verification, design and development, testing, maintenance, and support activities per the direction of agency management. The specific focus of this candidate will be the to be part of the team which supports existing custom Salesforce applications as well as to participates in the SDLC process of the new CT-KIND system and work with the System Integrator to ensure the transfer of knowledge and on-going maintenance of the solution for a given module. The candidate must have a minimum of 5 years of Salesforce development. Must know foundational OOP in apex. Specific Services Required: In the role of the Salesforce Developer, the following services are required: Must be very organized, pro-active and self-directed. Must be self-starter and driven. Must Drive the work from requirements to implementation. Must have very strong abstract thinking and problem-solving skills. Must have very good verbal and written communication skills. Design and development Salesforce APEX, Lightning pages, Visual Force Pages Full stack. Salesforce, OOP, CRUD, Design patterns, Configuration SOQL Must have advanced knowledge of Salesforce development (OOP, Design Patterns) Client Provide analysis/requirements to integrate applications. Work on all phases of SDLC and create/maintain required technical documentation. Required Skills And Experience For this position, the candidate shares experience and judgment with team to plan and accomplish goals, mentors less experienced staff, a wide degree of creativity and latitude is expected. In addition An experience professional with 10 or more years of prior experience demonstrating the following knowledge and skills: Salesforce (min: 5 years) Must be able to code APEX OOP and know design patterns. .NET OOP and SOA JavaScript Frameworks preferred SQL End-to-End Web Development To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Faizan Mohammed at email address ****************************** can be reached on # ************.
$50-57 hourly 2d ago
Private Wealth Associate
Alliancebernstein 4.3
Stamford, CT job
Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs Strive to provide a world-class level of customer service and support Our Comprehensive Development Program Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Program (ADP) Include: In-depth industry training on proprietary investments, services, policies and procedures Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience Behavioral training geared toward the development of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications We Are Seeking: People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships Accomplished team players who thrive in a rigorous and challenging environment Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere Individuals who have a bachelor's degree with excellence in academics and strong leadership experience Proficiency in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry experience a plus The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. In accordance with Connecticut law Public Act 21-30, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $80,000 to $86,000 #BernsteinPWM Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Join us in pursuing insights that unlock opportunities. Learn more at ************************ To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html Stamford, Connecticut
$80k-86k yearly Auto-Apply 25d ago
Part Time Associate Banker Connecticut South (30 Hours)
Jpmorgan Chase 4.8
Greenwich, CT job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Greenwich,CT $25.00 - $30.48 / hour
$25-30.5 hourly 60d+ ago
President & CEO
The Moran Company 4.0
Derby, CT job
TEAM, Inc. Derby, Connecticut The Moran Company is pleased to partner with TEAM, Inc. to recruit the organization's next President & CEO. Organizational Background TEAM is a private, 501(c)3 not-for-profit corporation founded in 1965 - the enactment of the Economic Opportunity Act (EOA) in 1964 created Community Action Agencies, like TEAM, across the nation. TEAM's footprint in the community spans basic needs and case management services, Early Childhood and Head Start, Elderly Services and Meals on Wheels, Employment and Training Supports, Housing Supports, Food Assistance, and more. TEAM is dedicated to helping people and empowering individuals and families toward economic stability. Individuals or families seeking help at TEAM are provided with a caring and responsive reception, comprehensive intake and application assistance, and ongoing communication to address individual or family needs, basic needs, and areas of social impact focused on upward economic mobility and self-sufficiency. TEAM's direct services include basic needs and case management that promotes self-sufficiency; child development and family wellbeing initiatives; childcare; diaper assistance; home-heating energy assistance and counseling to reduce and cover energy/utility costs; assistance to individuals in acquiring the skills that promote opportunities for improved employment; income management services that encompasses household financial counseling and tax filing; housing assistance; food assistance including child and elderly nutrition; and elderly support and wellbeing initiatives. In addition to direct services, TEAM coordinates regional access to the full array of eligible human services programs through an extensive network of community partnerships, coalitions and support programs and services available throughout TEAM's communities. TEAM's administrative offices are in Derby, Connecticut - located within southwest Connecticut area fondly known as The Valley. Derby and neighboring communities of The Valley offer a suburban lifestyle with a small-town feel, making it an attractive option for families and young professionals. The area's affordability, job opportunities, and access to parks make it a desirable place to live. Residents appreciate the community atmosphere, safety, and the ability to enjoy a variety of amenities. Position Summary The President/CEO is responsible for managing the day-to-day operation of TEAM Inc., which includes approximately 207 staff, executing the strategic plan in collaboration with the board, ensuring the consistent achievement of financial objectives, and implementing policies set by the board. The President/CEO will ensure a professional working relationship exists between staff, board members and state and federal funding sources. The President/CEO is accountable to the board and reports to the board chair. Key Responsibilities Specific Responsibilities Assure that the organization has a long-range strategy which achieves its mission and toward which it makes consistent and timely progress. Provide leadership in developing program, organizational, and financial plans with the Board of Directors and staff, and conduct plans and policies authorized by the board. Promote active and broad participation by volunteers in all areas of the organization's work. Maintain official records and documents and ensure compliance with federal, state, and local regulations. Maintain a working knowledge of significant developments and trends in the field. Communications Ensure the board is fully informed about the organization's overall condition and any significant factors that affect it. Publicize the activities of the organization, its programs, and goals. Establish sound working relationships and cooperative arrangements with community groups and organizations. Represent the programs and point of view of the organization to agencies, organizations, and the public. Staff Relations Responsible for recruitment, employment, and release of all personnel, both paid staff and volunteers. Ensure that sound human resource practices are in place, including but not limited to the agency's job descriptions, regular performance evaluations, and overall staff excellence. See that an effective management team, with appropriate provision for succession, is in place. Ensure ongoing compliance with all provisions outlined in current Union Agreements, and responsible for successor Agency/Union agreements. Cultivate and maintain high quality workplace environments and management & staff morale for overall agency excellence. Encourage staff and volunteer development and education and assist program staff in relating their specialized work to the total program of the organization. Maintain a climate which attracts, retains, and motivates a diverse staff of top-quality people. Budget and Finance Ensure the financial operations of the agency, including budget development/management, general ledger maintenance, purchasing, payroll, and cash management are sound and in accordance with relevant laws and regulations including FASB, GAAP, Uniform Guidance to ensure effective use of agency resources. Ensure that adequate funds are available to permit the organization to conduct its work. Jointly, with the chairperson and secretary of the board of directors, conduct official correspondence of the organization, and jointly, with designated officers, execute legal documents. Professional Qualifications and Personal Attributes A master's degree is preferred in Human Services, Business, or related fields with five to six years of progressively responsible supervisory/administrative experience; or a bachelor's degree in related discipline with at least 10 years of appropriate experience with increasingly responsible supervisory/administrative experience. Passion to promote self-sufficiency, economic security and transformational change to help individuals and families improve their quality of life. Previous success in establishing external relationships with individuals and organizations of influence including government agencies, civic leaders, partner agencies, and volunteers. A strategic thinker. Ability to manage conflict and diversity. Proven success working with a board of directors. Ability to build strong collaborative teams and actively engage with staff. Ability to advocate with public officials to maintain funding opportunities, identify, and secure new sources of funds. Knowledge of social support systems and grant-making. Strong interpersonal skills. Unwavering integrity to do what is best for TEAM and its communities. Strong written and oral communication skills. Strong nonprofit organizational management skills, including strategic planning, program development, and staff leadership. Understanding of personnel and fiscal management systems. Compensation The projected compensation for this position is based on education and experience starting at $160,000.00 annually. Compensation is supplemented by a strong benefits package including medical, dental, disability, life insurance, life and AD&D, voluntary insurances, pension with up to 6% employer match, vacation, sick leave, personal leave, and holidays. Relocation expenses are negotiable. Statement of Non-Discrimination TEAM, Inc. is an Equal Employment Opportunity Employer. It is the policy of the Agency to be fair and equitable in all of its policies and practices and provide equal employment opportunity (“EEO”). Application Process The search for the TEAM Inc. President/CEO is being conducted by The Moran Company. Questions about the position can be directed to Ann Graff, The Moran Company; ****************************.
$179k-290k yearly est. Auto-Apply 28d ago
Head of FX Quantitative Strategy (USA)
Trexquant 4.0
Stamford, CT job
We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge. Responsibilities * Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms. * Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies. * Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes. * Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies. * Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies. * Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies.
$81k-123k yearly est. 11d ago
Client Success Specialist
Limra and Loma 3.7
Windsor, CT job
For over a century, LIMRA and LOMA have supported the insurance and financial services industry as its largest trade association. Today, we partner with 700+ member companies worldwide to deliver insights, guide strategy, develop talent, and drive innovation. Our deep industry expertise helps organizations better understand their customers, markets, distribution channels, and competitors-enabling confident, data-driven decisions. We believe greatness starts from within-built by individuals working toward shared goals and supporting one another. Our core values-Integrity, Customer Focus, Adaptability, Respect, and Excellence-shape how we work together and serve our members. We're committed to helping employees thrive both professionally and personally. Are you passionate about delivering exceptional client experiences and solving complex challenges? Do you thrive in a fast-paced, tech-enabled environment where your problem-solving and communication skills make a real impact? If so, we'd love to meet you! We're looking for a Client Success Specialist to support a suite of global talent development and compliance solutions. This role is ideal for someone who enjoys working directly with clients, supporting product rollouts, and collaborating across teams to improve processes and outcomes. What You'll Do: Onboard new clients and guide them through product setup and usage. Provide tier-2 and tier-3 customer service and technical support. Troubleshoot issues and escalate to technical teams when needed. Deliver training and product information to internal and external stakeholders. Maintain accurate records in CRM systems (e.g., Salesforce). Coordinate with technical partners and contribute to service contracts and vendor relationships. Support product rollouts and project initiatives. Identify and implement process improvements to enhance client experience. What You Bring: Associate degree or equivalent experience (2-4 years in client service or support). Strong customer service orientation and a natural inclination to help others. Experience working with vendors and reviewing contracts. Familiarity with CRM systems, Microsoft Office Suite, and virtual meeting platforms. Technical troubleshooting skills across PC, Mac, and mobile environments. Excellent communication, time management, and problem-solving abilities. Proven ability to deliver accurate, high-quality work Ability to work independently and collaboratively in a dynamic environment. Bonus Points: Experience in talent development, compliance, or education technology. Understanding of the insurance or financial services industries. ACS designation or similar certification. Why Join Us? Collaborative and mission-driven team Opportunities for growth and learning Flexible work environment Meaningful work that supports professional development across industries We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
$63k-87k yearly est. 60d+ ago
Payment cash Specialist P&R
UBS 4.5
Stamford, CT job
Your role * Process payment repairs for payment messages that have been formatted incorrectly to ensure best execution for our clients * Make sure payments are processed accurately and timely, and any delays are resolved quickly and efficiently * Perform efficiently in a fast-paced and changing environment, handling a wide variety of transaction types * Partner with internal stakeholders to ensure best in class service and create initiatives for process enhancements * Display superior communication and interpersonal skills, with proven ability to thoroughly resolve client inquiries Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * detail oriented (nothing gets past you) * focused on getting the best results for our clients * good communication and interpersonal skills * ideally 2+ years of experience in a banking or payments role * Expertise in payment operations such as wire transfers, foreign exchange and USD payment investigations * Working knowledge of payment systems, for example, SWIFT, Fedwire or CHIPS is a plus About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
$38k-52k yearly est. 2d ago
Centralized Director of Revenue
Merritt Hospitality, LLC D/B/A HEI Hotels & Resorts 4.3
Norwalk, CT job
About Us HEI manages an unparalleled portfolio of leading full-service branded hotels and luxury and lifestyle independent hotels across the U.S. We are the acknowledged experts on upper-upscale, luxury, and premium select-serve hotels in urban, super-suburban, and destination locations. At HEI, we recognize that our enormous success is solely the result of our greatest asset: Our People. Where people work is a choice. Against that choice, our greatest obligation is to ensure day in and day out that our associates have the compensation and benefits they deserve and industry leading tools, training and support that they need to excel. At HEI, simply said, we honor the privilege of our associates choosing us by investing in and making them more valuable. Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization! We value U.S. military experience and invite all qualified military candidates to apply. Overview Optimize the hotel's Room and Catering revenue by working closely with the General Manager, Director of Sales and Front Office Manager to implement strategies. Monitor all distribution channels to ensure effective selling through inventory management, market mix and pricing. Communicates demand patterns to revenue team and assists with forecasting. Helps set strategies leading to increased market share. Job Responsibilities: Update and manage selling strategies and product information in all available distribution channels and reservation sources (onsite, third-party reservation providers, call centers, websites, GDS, etc.). • Optimize RevPAR by analyzing and forecasting demand and establishing effective selling strategies, oversell strategies, and optimal market mix. Work with the hotel General Manager, Director of Sales and hotel team to establish strategies to increase revenue of both Rooms and Catering. Work with the Regional Director of Revenue Management in implementing Revenue Management programs and new initiatives at the hotel. Conduct ongoing competitor price and product analyses to ensure proper rate positioning and product offering relative to competition. Actively participate in all pricing decisions for transient, group, and wholesale segments. Facilitate Weekly Sales and Revenue Strategy meetings. Interview, hire, train, recommend performance evaluations, resolve problems, provide open communication and recommend discipline and/or termination when appropriate. Facilitate Daily and Weekly Sales and Revenue Strategy meetings Actively participate in budgeting and business planning for the Food and Beverage department including Catering, and any other revenue generating department Work with the hotel DOSM and hotel team to establish strategies to increase revenue of both rooms and catering Contribute to the financial success of the hotel via participation in annual budgeting and sales and marketing plan process Generate and distribute daily, weekly, and monthly revenue management reports and present results from all segments including internet channels Maintain historical statistical data from all distribution channels, in all market segments Continually monitor all pertinent travel related websites to ensure competitiveness in both availability and price Comply with attendance rules and be available to work on a regular basis. Perform any other job related duties as assigned. Qualifications: Bachelor's Degree in Hotel Administration, Business, Statistics, Marketing, Finance or a relevant field of work preferred. Two years revenue management experience required. In-depth understanding of tools- spreadsheets, statistical methods for analyzing data. Strong analytical skills. Ability to identify relevant data and use it to draw inferences with reference to impact on hotels revenues Knowledge of hotel operations, including marketing plans, security and safety programs, personnel and labor relations, preparation of business plans, repairs, maintenance, budget forecasting, quality assurance programs, hospitality law, and long-range planning. Ability to use PMS, reservation and revenue management systems to forecast and implement optimal strategies Effective verbal and written communication skills. Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc. Compensation Salary Range: $100,000.00 - $120,000.00 Annually Tipped/Service Charge Eligible? No Discretionary Performance Bonus Eligible? Yes Benefits HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dental programs through Anthem Blue Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off. HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status. HEI Hotels and Resorts is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
$100k-120k yearly 3d ago

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