Northwestern Mutual - Chicago enjoys a rich heritage as a provider of financial planning services. Since 1872, when Northwestern Mutual opened this office in Illinois, our growing firm has worked diligently to help people achieve their goals and dreams for financial growth and security.
We are currently seeking a full time Office Manager to join our Hyde Park NM - Chicago office. The Office Manager is the first impression for guests and is responsible for overseeing the daily operations of the office .
Below is a partial listing of job duties completed by the Office Manager:
Assistant to the Managing Director
Review office communication and relay important information or changes to leadership
Monitor and approve expenses
Cover reception area in the office, greet visitors, answer phones, book conference rooms, setup for meetings
Be the liaison with building management and vendors
Desired Skills:
Excellent oral and written communication skills, organization, time management, strong attention to detail, ability to multi-task, Microsoft applications, ability to maintain confidentiality.
Requirements:
Full-time, in office 5 days a week
1-3 years of customer service, preferred
Familiarity with Microsoft applications
$78k-103k yearly est. 3d ago
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Senior Manager, Internal Fraud Event Response
American Express 4.8
New York, NY job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
Position Overview
The Senior Manager of Internal Fraud Event Response is responsible for the development of advanced analytics that enable strategic insights, internal fraud identification, control evaluation, outlier analysis, and compensating control implementation in response to emerging internal fraud risk. The successful candidate will play a critical role in protecting American Express from insider-driven risks. This role will support the creation of data driven decision making for internal fraud response across the enterprise, while ensuring strong alignment between analytics, operational execution, and rules strategy.
Reporting to the Vice President of Internal Fraud Event Response, this senior professional will leverage analytical expertise, business acumen, and technical proficiency to translate fraud intelligence into actionable detection response that will inform control enhancements, policy changes, and detection strategy implementation. The ideal candidate has a strong background in fraud analytics, coding, rule design, and control optimization - with a passion for protecting the integrity of American Express's people, processes, and data.
Key Responsibilities:
Create and implement compensating controls to address emerging risks and regulatory changes.
Respond to executive and board requests with timely, data-driven insights and recommendations.
Support continuous improvement of internal fraud detection models and analytic tools in partnership with the Detection Analytics team.
Develop statistical modeling, machine learning, and data visualization to identify fraud patterns and emerging threats impacting the industry and American Express .
Ensure the integrity, aggregation, and interpretation of data supporting internal fraud capabilities
Lead rapid response initiatives to address new fraud schemes or internal and external fraud events.
Create ad hoc analysis in response to requests from Executive leadership, providing actionable insights under tight deadlines.
Collaborate with compliance, audit, and risk management teams to ensure effective risk identification, assessment, and mitigation strategies
Serve as a key liaison with executive leadership, board members, and regulatory bodies.
Communicate complex analytic findings and risk assessments in clear, actionable terms for non-technical stakeholders.
Ensure all internal fraud analytics and controls comply with relevant laws, regulations, and internal policies.
Stay abreast of regulatory developments and industry best practices, updating processes as needed.
Conduct detailed analysis of insider-related fraud incidents, trends, and behaviors to identify emerging risks and control opportunities.
Use data-driven insights and behavioral analytics to uncover early indicators of internal fraud exposure.
Partner with Fraud Operations, Investigations, and Operational Risk teams to translate case findings into preventive rule logic.
Provide subject matter expertise on internal fraud risk patterns, detection methods, and process design.
Stay current on emerging internal fraud trends, rule design techniques, and fraud prevention technologies.
Leverage automation, data visualization, and analytics to continuously refine detection logic.
Contribute to a culture of innovation and proactive risk management across the Internal Fraud 1LOD COE.
Qualifications:
7 years of experience in internal fraud detection, fraud risk management, rules development, or analytics, preferably in financial services or payments.
Demonstrated experience designing and implementing fraud detection rules or models in a production environment.
Strong understanding of internal fraud typologies, control design, and risk frameworks.
Advanced proficiency with analytical tools and query languages (SQL, SAS, Python, etc.).
Experience working with rule management systems, case management platforms, large database environments/warehouses, and decision engines.
Excellent analytical, problem-solving, and documentation skills with attention to accuracy and governance.
Ability to work effectively in a fast-paced, cross-functional environment with minimal supervision.
Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
$103.8k-174.8k yearly 6d ago
Senior Audit Manager: Lead Engagements & Client Impact
Uhy LLP 4.7
Melville, NY job
A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment.
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$150k-210k yearly 2d ago
LatAM Sovereign Trader
Barclays Bank 4.6
New York, NY job
To execute trades and manage risk within a defined portfolio of financial instruments and staying informed about market trends and developments to make informed trading decisions. Accountabilities. Execution of buy and sell orders or pricing of liqui Trader, Trade, Business, Monitoring, Banking
$119k-185k yearly est. 8d ago
Associate, BlackRock Investment Institute, Portfolio Researcher
Blackrock, Inc. 4.4
New York, NY job
BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, governments, and individuals worldwide. We offer a wide range of investment products and services, inclu Research, Investment, Portfolio, Associate, Portfolio Manager, Banking
$76k-107k yearly est. 2d ago
Project Manager - Digital Transformation & Innovation (Senior Associate)
BDO Global 4.8
New York, NY job
The Tax Senior, Digital Transformation & Innovation - Project Management (Senior) will support the BDO Tax Digital Transformation and Innovation team by assisting in the execution of technology development projects. The Senior will contribute to the success of projects by ensuring tasks are completed on time, within scope, and on budget. The ideal candidate will have a foundational understanding of project management and familiarity with both waterfall and agile development methodologies.
The Senior will collaborate with business stakeholders, DT&I product management teams, software developers, Fusion teams and DT&I deployment teams to assist in the creation and implementation of project plans that meet the needs of our clients and professionals.
Job Duties:
Project Management and Coordination
Supports the initiation, planning, execution and implementation of project plans for technology development projects within the Tax Digital Transformation and Innovation portfolio by:
Establishing the purpose, expectations, and scope of the project to ensure it covers all requirements
Identifying all stakeholders directly or indirectly affected by the project
Defining clear milestones and a timeline for the project to ensure a smooth flow of events
Forecasting budget estimations for running the project
Implementing the project plan and carrying out tasks necessary to achieve project objectives
Establishing risks, issues, and interdependencies connected to the project to prepare and plan beforehand
Ensuring the project outputs are delivered while maintaining alignment with the plan
Employing an agile methodology to progressively enhance solution functionality in subsequent releases
Collaborates with the Project Manager and Deployment Lead to ensure project alignment with product objectives and company goals
Utilizes project management tools and software to track tasks, monitor progress and communicate status updates to stakeholders
Facilitates communication amongst project team members and stakeholders to ensure understanding of project objectives, timelines, and deliverables
Identifies and manages project risk factors and contributes to mitigation strategies
Ensures project documentation is maintained and updated throughout the project lifecycle
Attends post-project evaluation workshops to capture learnings and improve future project practices by documenting issues discussed and proposing improvement areas
Manages meetings by creating agendas with clear objectives/roles/time allocation, takes notes of any decisions and action items
Other duties as required
Supervisory Responsibilities:
* N/A
Qualifications, Knowledge, Skills, and Abilities:
Education:
* Bachelor's Degree, required; focus in Business, Accounting, Finance, Computer Science, Mathematics, or Information Technology, preferred
Experience:
Three (3) or more years of experience with project management and software development lifecycle, required
Three (3) years of experience serving as a project associate or similar role, with a focus on technology development projects, preferred
Experience working in the tax or accounting professional services industry, preferred
License/Certifications:
* Project Management Professional (PMP) Certified, preferred
* Scrum Master or Agile Certified Practitioner, preferred
Software:
* Proficient with project management tools (such as MS Project, Smartsheet), required
Other Knowledge, Skills, & Abilities:
Strong verbal and written communication skills
Strong collaboration skills, with the ability to work effectively with cross-functional teams
Basic knowledge of project management principles
Basic knowledge of software development lifecycle
Excellent organizational skills, specifically the ability to meet project deadlines with a focus on details
Problem-solving and conflict resolution skills
Ability to work in a deadline-driven environment and handle multiple tasks simultaneously
Self-motivated and disciplined person that is passionate about collaborating and supporting others
Ability to successfully interact with professionals at all levels
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $80,000 - $140,000
Maryland Range: $80,000 - $140,000
NYC/Long Island/Westchester Range: $80,000 - $140,000
$80k-140k yearly 2d ago
Senior Information Technology Auditor
SNI Financial 4.2
Dallas, TX job
SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position!
This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial.
This position will include a structured path for growth, excellent benefits, and a competitive compensation package.
In order to be considered for this opportunity, you must have the following:
3+ years' experience within IT audit or risk assessment
Having an active, or near completed CISA, CIA, or CISM certification
Previous experience working within a national and public firm
Strong communication and collaboration skills
If you meet the requirements above and are looking to learn more, please apply with an updated resume.
$85k-114k yearly est. 2d ago
Audit Senior Manager
Uhy LLP 4.7
Melville, NY job
# **JOB SUMMARY**As an Audit Senior Manager, you will be a pivotal leader responsible for overseeing and directing the execution of audit engagements across our diverse clientele. Your extensive experience in audit and assurance, combined with exceptional leadership skills, will drive the firm's commitment to delivering top-tier client service, maintaining the highest standards of quality, and fostering the professional growth of your team.# ****Engagement Leadership* Lead and manage a team of audit professionals, including managers, seniors, and staff members, in planning, executing, and concluding audit engagements* Ensure adherence to engagement timelines, budgets, and firm standards Client Relationship Management* Cultivate and maintain strong client relationships, serving as a trusted advisor and primary point of contact for audit engagements* Provide strategic insights and recommendations to clients for enhancing financial processes, controls, and reporting Audit Planning and Strategy* Collaborate with partners and directors to develop comprehensive audit strategies and plans that align with client objectives, risks, and regulatory requirements* Oversee resource allocation, assignment of roles, and development of audit programs Audit Execution, Review and Technical Expertise:* Perform intricate audit procedures and review complex accounting and auditing matters to ensure the accuracy and integrity of financial statements and disclosures* Apply deep technical knowledge of accounting principles (GAAP), auditing standards, and regulations Team Development and Mentorship* Foster a culture of continuous learning and professional growth within the audit team* Provide guidance, mentorship, and coaching to managers, seniors, and staff members, enabling their success and development Quality Control and Assurance* Ensure that audit documentation, reports, and conclusions meet the highest standards of accuracy, completeness, and compliance with firm policies and regulatory guidelines* Implement best practices to enhance the quality and efficiency of audit engagements Business Development* Identify opportunities to expand the firm's client base and service offerings* Contribute to business development activities, including client proposals, presentations, and networking Risk Management* Assess and manage risks associated with audit engagements, including potential areas of concern, conflicts, and liability* Implement strategies to mitigate and minimize risks for the firm and clients Thought Leadership* Stay current with evolving accounting standards, industry trends, and regulatory changes* Share insights and knowledge with the audit team and contribute to the firm's thought leadership initiatives**Supervisory responsibilities*** Will supervise subordinate team members**Work environment*** Work is conducted in a professional office environment with minimal distractions**Physical demands*** Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time* Must be able to lift to 15 pounds at a time**Travel required*** Travel may be frequent and unpredictable, depending on client's needs**Required education and experience*** Bachelor's degree in accounting, finance, or a related field* 8+ years of relevant experience* 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities* CPA license is required; equivalent certifications are required for IT audit* Responsible for completing the minimum CPE credit requirement* Specific positions may require additional industry or specialization certifications**Preferred education and experience*** Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting**Other duties**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $150,000 to $210,000# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER****POSITIVE WORK ENVIRONMENT**Enjoy a collaborative and supportive work environment where teamwork is valued.**ATTRACTIVE COMPENSATION PACKAGES**Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.**COMPREHENSIVE BENEFIT PACKAGE**Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER**## POSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
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$150k-210k yearly 2d ago
Advisor Development Program Client Associate
Bank of America 4.7
Chicago, IL job
Chicago, Illinois
**To proceed with your application, you must be at least 18 years of age.**
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**Advisor Development Program Client Associate**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
**Job Description:**
The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
**The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:**
+ Developing a book of business in order to meet and exceed established performance hurdles
+ Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
+ Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
+ Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
+ Organizing and managing resources (time, people, budget) to run a productive practice
+ Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
+ Completing mandated training, assessments, performance goals and continuing education requirements
**We'll help you**
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions.
+ **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Displays confidence working as a self-starter in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven growth mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Exceptional interpersonal and relationship building skills
+ Effective communication skills (written and verbal)
+ Proven ability to quickly build trust and credibility
+ Proven ability to assess needs of and recommend appropriatesolutions
+ Proven ability to work both collaboratively on a team with key partners and independently
+ Proven ability to listen and probe for clarity and understanding
+ Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
+ Strong follow-through skills
+ Computer/technical literacy and proficiency in applications such as Microsoft Suite
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of work experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
**Job Responsibilities:**
+ Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
**Skills** **:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Trade Operations Management
+ Administrative Services
+ Client Investments Management
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$41k-51k yearly est. 2d ago
Specialty Tax Services Intern, Business Incentives Group - Summer 2027 (Chicago)
BDO Global 4.8
Chicago, IL job
BDO's Specialized Tax Services ("STS") Business Incentives Group ("BIG") has gone through tremendous growth and continues to expand rapidly. The STS BIG Internship presents a unique opportunity to gain hands on experience in one of BDO's premiere national consulting practices.
A Tax Intern, Business Incentives Group, helps achieve BDO's core purpose-helping people thrive every day-by helping companies and individuals identify and claim government incentives designed to promote innovation, economic growth, and job creation in the U.S. like the Research & Development (R&D) Tax Credit.
Our clients are leaders in innovation in virtually every industry, from technology, manufacturing, life sciences, and healthcare to retail, consumer products, and natural resources. An STS BIG Intern will have the opportunity and charge to innovate and collaborate with BDO professionals in all of our business lines as well as with our clients' innovation leaders, in tax, accounting, finance, and also in their engineering, software, manufacturing, scientific, medical, and other R&D-related departments.
STS BIG's short-term mission is to help our clients as efficiently and effectively as possible to identify, document, and support on examination by tax authorities the various incentives to which they are legally entitled. Our longer-term goal is to develop an understanding of them as people and of all aspects of their business so that we are well positioned as their trusted advisors, as professionals who understand both their business operations and business drivers as well as how BDO can help them realize their goals.
In pursuing this mission, we are also seeking to help our STS BIG Interns gain first-hand experience in becoming trusted advisors, ensuring they have a clear sense of the importance and responsibilities of such a role, as well as the training and opportunities to fill it.
Toward that end, STS BIG Interns pursue opportunities which enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal, and written communication, project management, practice management, and business development.
Job Duties:
Assists in the execution of multiple client engagements
Collaborates with other STS BIG professionals in all aspects of our business, e.g., innovating, developing and implementing better strategies and processes for our services, marketing, etc.
Establishes effective working relationships directly with STS BIG professionals and other BDO employees
Contributes to the development of your own technical acumen and STS BIG's market prominence
Assists in business development research and identification of opportunities for new and existing clients
Contributes to, supports, and enhances the culture of STS BIG, our local offices, and BDO as a globally leading professional services firm
Other duties as required
Supervisory Responsibilities:
* N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
* Currently enrolled in a Bachelor's or Master's program, required; with a focus in Accounting, Finance, Computer Science, Engineering, Data Analytics, Communications, or Law, preferred
Experience:
* Leadership experience, preferred
License/Certifications:
* N/A
Software:
* Proficient in the use of Microsoft Office Suite, especially Excel and Word, preferred
Other Knowledge, Skills, & Abilities:
Excellent verbal and written communication skills
Strong analytical and basic research skills
Solid organizational skills, especially the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Able to interact professionally with people at all organizational levels of the firm
Desire to understand why a task is being performed and to seek learning opportunities
Demonstrate interest in performing self-study to further develop technical competency and knowledge of issues impacting various incentives
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $40.00/hr - $45.00/hr
Colorado Range: $35.00/hr - $39.00/hr
Illinois Range: $36.00/hr - $40.00/hr
Maryland Range: $34.00/hr - $38.00/hr
Massachusetts Range: $36.00/hr - $40.00/hr
Minnesota Range: $32.00/hr - $36.00/hr
New Jersey Range: $38.00/hr - $42.00/hr
NYC/Long Island/Westchester Range: $36.00/hr - $40.00/hr
Ohio Range: $33.00/hr - $37.00/hr
Washington Range: $37.00/hr - $38.00/hr
Washington DC Range: $34.00/hr - $38.00/hr
$32-45 hourly 2d ago
Sr. Associate, Project Manager - Finance Data Management & Governance
American Express 4.8
New York, NY job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
The Sr. Associate, Project Manager for the Finance Data Management and Governance (FDMG) team in the Enterprise Technology Services organization is pivotal in organizing key business processes across the organization, including project reporting, budget management, talent management & hiring, strategic messaging, communications, town halls, colleague engagement, and more. The candidate will be a key member of the FDMG organization Leadership Team, working closely and collaborating with all team members.
Key Responsibilities:
* Project Management & Delivery
* Assist in the planning and execution of strategic and operational projects across business and technology functions.
* Develop project plans with defined milestones, timelines, and deliverables.
* Identify risks and dependencies; recommend mitigation strategies to ensure project success.
* Track project performance and maintain transparent reporting mechanisms.
* Maintain budget for entire FDMG team.
Operations & Planning Support:
* Support key operational cadences including staff meetings, town halls, and business reviews.
* Assist in quarterly and annual planning activities, including OKR development, resource tracking, and progress reporting.
* Coordinate meeting logistics, materials preparation, and follow-ups to ensure action items are completed.
* Communications & Stakeholder Coordination
* Partner with internal stakeholders to develop clear, effective communication materials including presentations, updates, and status reports.
* Facilitate information flow between project teams and leadership to ensure alignment and informed decision-making.
* Promote consistency and clarity in execution across functional areas.
* Continuous Improvement
* Identify opportunities to streamline processes, improve reporting, and enhance project transparency.
* Recommend tools or frameworks that enhance project and team effectiveness.
Minimum Qualifications:
* Bachelor's degree required; preferred fields include Business, Technology, or related areas.
* 3 - 6 years of experience in project management, operations, or program coordination.
* Strong organizational and multitasking skills with a demonstrated ability to manage competing priorities.
* Excellent verbal and written communication skills, including experience crafting executive-facing content.
* Proficiency with Microsoft Office Suite (especially PowerPoint & Excel), SharePoint, Confluence, and OneDrive.
* PMP or related certification is a plus.
Preferred Qualifications:
* Strong communication and organizational skills.
* Proven ability to solve problems and plan long-term projects.
* Experience in creating engaging and informative presentations.
* Ability to collaborate effectively with diverse stakeholders.
* Proven track record of managing multiple priorities and meeting deadlines.
* Ability to work independently and influence without direct authority.
* Commitment to fostering an inclusive team culture.
* Strong understanding of financial management and data analysis.
Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$89.3k-150.3k yearly 2d ago
Solutions Architect
Tata Consultancy Services 4.3
Dallas, TX job
Must Have Technical/Functional Skills:
Functional Expertise: Deep understanding of Oracle EBS modules like Oracle Financials (GL, AP, AR), Supply Chain (PO, INV, OM), and Projects (PA).
Technical Skills: Strong grasp of business processes across finance, manufacturing, procurement, HR, and logistics.
Strategic Thinking: Ability to align technical solutions with business objectives and operational requirements.
Integration and Customization: Proficiency in designing customization strategies using Oracle Application Framework (OAF), Oracle Forms, PL/SQL, and ensuring seamless integration using APIs, Web Services, and middleware like Oracle SOA Suite.
Performance and Scalability: Knowledge of performance tuning and scalability planning to ensure the architecture supports high availability and performance optimization.
Roles & Responsibilities:
Implementation of security best practices and compliance with regulatory standards (e.g., SOX, GDPR).
Planning and execution of Oracle EBS upgrades, patches, and version migrations, including data migration
Salary Range: $80,000-$110,000 a year
#LI-CM2
$80k-110k yearly 1d ago
Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
#J-18808-Ljbffr
$58k-118k yearly est. 4d ago
Investment Banking Analyst
Berenberg 4.0
New York, NY job
General information Country USA City New York Type of role Professional Working time Full-time Type of contract Permanent Remaining openings 1 Description & Requirements For our Investment Banking division in New York, we are looking to hire an Investment Banking Analyst - New York
Your role in the team:
Berenberg is looking to hire an individual to work within the Investment Banking team who can support the firm's continued growth in US markets.
In this role, you will directly work with both mid-level and senior members of the Investment Banking team and report directly to the Head of US Investment Banking. A successful candidate in this role will assume responsibilities in the origination and execution of transactions by serving as a key stakeholder in various workstreams across the department. A candidate will be joining a very fast paced and dynamic, growing team here in the US.
What will you do?
Preparing materials for meetings with new and existing clients and investors for potential capital raising activity throughout the company lifecycle
Conducting in-depth market sector and company research to support pitches and deal execution
Building and maintaining complex financial models, including equity valuation analyses
Participating directly in deal execution (IPOs, capital increases, block trades), including managing due diligence and data room processes
Coordinating syndicate materials, internal presentations, and facilitate communication between Sales and Compliance teams
Who are we looking for?
First relevant experience, preferably with a U.S. investment bank or broker-dealer; strong proficiency in Excel, PowerPoint, and financial software
Degree-level education with outstanding academic achievements, preferably in finance or a related field
Highly ambitious and motivated, eager for significant exposure, and responsibility with top-tier clients in a dynamic environment
Exceptional written and verbal communication skills, demonstrating attention to detail and the ability to manage multiple workstreams under pressure
A collaborative, entrepreneurial, and goal-oriented team player, willing to meet challenging deadlines
What we offer you:
100% Company sponsored medical, dental, and vision insurance
25 Paid vacation and sick time
Company-paid life insurance
Company-paid STD/LTD
Paid parental leave
401(k) plan with company match
Gym membership discounts
Apply now and join our Team - we look forward to receiving your application!
Who We Are:
Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise.
We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens network and builds trusting, collegial relationships. For us, this forms foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals.
We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us!
We will only accept applications submitted through our online application management system on the website.
We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss.
BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary will vary based on role, education, level of experience, and expertise ranging between $90,000 to $115,000 as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
$90k-115k yearly 2d ago
Digital Financial Partner
Heritage Financial Credit Union 4.4
Middletown, NY job
Join a Purpose-Driven Team at Heritage Financial Credit Union
Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in:
· Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
· Excellence: We strive to provide our members with the best possible service.
· Teamwork: We believe that we can achieve more together than we can alone.
· Respect: We treat each other with dignity and respect.
· Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $23.00 - $26.00 per hour
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services.
Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads
Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate.
Required expertise on all products and services offered by HFCU
Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general.
Cash handling and processing transactions.
Organize priorities, achieve monthly goals, and deliver quality work
Ability to function as Teller or Financial Service Representative to support branch needs
Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you.
Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements.
Participate in organizational team projects, representing Retail in a professional and competent manner.
Mentor new hires
Performs other duties as assigned
PERFORMANCE MEASUREMENTS
Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments.
Requirements
EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire.
REQUIRED KNOWLEDGE AND EXPERIENCE:
Previous call center experience a plus.
Active listening and effective communication.
Problem-solving abilities and technical support skills.
HFCU product knowledge.
Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development.
Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans.
Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals.
Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization.
Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.
Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.
Ability to project a professional appearance and positive attitude at all times.
Effectively communicate with team members and peers to develop a network of support and collaboration.
Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members.
Salary Description
$23.00 - $26.00 per hour
$23-26 hourly 3d ago
GORM Associate
Alliancebernstein Holding LP 4.3
San Antonio, TX job
Who You'll Work With: We are seeking a San Antonio based GORM Associate to join our Global Operational Risk Management Department. GORM (Global Operational Risk Management) is responsible for detection and investigation of any potential or actual transactions that may be in violation of the policies and procedures established to ensure compliance with external regulations such as the Patriot Act and the Bank Secrecy Act and internal requirements such as prospectus stipulations. In addition, GORM provides a variety of transaction and surveillance reviews aimed at reducing potential fraudulent losses and/or detect and deter short term and excessive trading.
What You'll Do:
The role will assist the GORM Team and Team Leader with various regulatory reviews, GORM and AML reports, preparation for annual AML audits, and transaction monitoring. The GORM Associate role is essential to ABIS to ensure compliance with applicable Anti-Money Laundering requirements, Section 352 of the USA Patriot Act, The Bank Secrecy Act, and FINRA Rule 3310. In addition, GORM's prospectus and procedurally focused reviews help to maintain ABIS' compliance with 22c-2 requirements, which ultimately benefit AB Funds on this previously scrutinized area. Describe the applications and business or enterprise functions the role supports:
* FINRA online database and resources
* FinCEN's online Secure Information Sharing SystemThe key job responsibilities include, but are not limited to:• Assist in the processing and review of GORM and AML reports
* Monitor customer transaction history for Suspicious Activity
* Develop and maintain relationships with internal and external clients
* Maintain and update department procedures
* Analyzes critical data to detect processing errors, prospectus violations, breaches in internal controls, and potential regulatory and legal violations
* Reviews transactions to ensure legal/prospectus requirements are properly satisfied
* Notifies GORM Team Leader of ABIS operational inquiries or basic procedural questions
* Escalates significant research findings/concerns to Team Leader or Manager to obtain instructions on how to proceed
* With guidance of Team Leader or Manager, researches potential incorrect/improper transactions using TA2000 lookup and AWD source and work objects.
* Documents results/outcomes, supervisory instructions, exception processing, or other miscellaneous comments on AWD or on hardcopy reports
* Updates spreadsheet with various GORM statistics. Assists management in researching abnormalities in statistical data
* Perform other duties as assigned.
What We're Looking For:
* 3 years mutual fund operations or financial services experience (within ABIS is preferred)
* 4-year college degree or equivalent experience
* Working knowledge of Microsoft Outlook, Word, Excel, and Access
* Exceptional verbal and written communication skills
* Strong problem-solving or analytical/critical thinking skills
* Attention to detail and ability to multi-task/reprioritize
* Ability to follow documented procedures and apply sound professional judgment
* Knowledge and experience of AML, Fraud Prevention, and compliance monitoring
About AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
All are encouraged to apply. 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
San Antonio, Texas
$62k-112k yearly est. Auto-Apply 8d ago
PDS Back Office Operations Analyst
Alliancebernstein 4.3
San Antonio, TX job
Who You'll Work With:
We are seeking a San Antonio based PDS Back Office Operations Analyst to join our Partner Distribution Services Department. We are looking for an individual to serve as a Back Office Operations Analyst in the Partner Distribution Services Department within the Transfer Agency Operations. This person will be responsible for managing the relationship between AB and intermediary back offices to ensure daily operations, critical events and service matters are effectively coordinated. The person is expected to develop and maintain relationships with intermediary back offices, AB Product, ABI Sales, various ABIS teams and other groups, as needed to facilitate communication and coordination of initiatives between AB and the firms. The person in this role must be highly organized and have outstanding communication and relationship man
What You'll Do:
· Manage relationships, communication and initiatives with intermediary back offices, AB Product, ABI Sales and ABIS Ops
· This person will be responsible for reaching out to firms (call campaigns) to obtain information AB may require as it pertains to various AB initiatives
· Participate in various AB initiatives as needed, assess impact to and coordinate with intermediaries
· Manage ad-hoc projects resulting from requests from our intermediaries or other internal AB groups. Examples of these requests include, but are not limited to broker conversions, omnibus conversions, complete RFPs, fund fact and “spec-pack” sheets, questionnaires, customized reporting and record-keeping for internal groups
· Support AB intermediary oversight processes
· Present information related to AB initiatives and funds to internal and external clients as needed
· Serve as a resource for escalated issues from intermediaries, ABI Sales or other ABIS groups
· Become familiar with industry issues/trends affecting operations between intermediaries and AB
· Maintain intermediary profile database
· PDS management reporting as needed
· Perform additional responsibilities as needed, based on department requirements
What We're Looking For:
· Business or Finance degree is helpful for this role, but not required
· Experience in a fast-paced environment in a supporting role for a vendor, client, or firm
· Previous mutual fund operations experience is a plus, but not required
· Exceptional written and verbal communication skills
· Outstanding time management and organizational skills with a proven ability to work independently and follow up to ensure tasks and other deliverables are completed
· Strong attention to detail
· Experience in problem solving
· Ability to build relationships with external and internal clients of all levels
· Proficient in the use of Office desktop packages such as Outlook, Word, Excel (Access experience is a plus, but not required)
· Ability to work in a fast-paced environment and adapt to change
· Ability to work collaboratively in a team setting
· Candidate must be customer-focused and extremely flexible
· Demonstrate the ability to further develop skills through training and as provided through coaching and feedback
· Prior knowledge & experience in handling initiatives and/or projects
About AB
We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
All are encouraged to apply. 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 and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
San Antonio, Texas
$59k-80k yearly est. Auto-Apply 60d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL job
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact.
#J-18808-Ljbffr
$123k-219k yearly est. 3d ago
Senior Commercial Credit Officer & Underwriter Lead
Old National Bank 4.4
Chicago, IL job
A regional financial institution in Chicago is seeking a Senior Credit Officer to oversee the underwriting of commercial loan requests and manage a team of underwriters. The role requires strong leadership and communication skills, with a focus on developing talent within the organization and ensuring compliance with lending standards. Ideal candidates will possess a Bachelor's degree in Finance and over 10 years of relevant experience, offering competitive compensation and a collaborative working environment.
#J-18808-Ljbffr
$84k-124k yearly est. 5d ago
Director of External Reporting - Wholesale Deposits
Jpmorgan Chase & Co 4.8
Chicago, IL job
A leading financial institution in Chicago is seeking a Deposits Financial External Reporting Controller. In this role, you will oversee the preparation of external financial statements and regulatory filings, ensuring compliance with US GAAP and SEC requirements. The ideal candidate will have over 12 years of experience in financial reporting within the financial services industry, strong leadership and analytical skills, and proficiency in financial systems like SAP. Join us to enhance our reporting infrastructure and drive strategic initiatives.
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