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Senior Technician Specialist jobs at Lincoln Financial Group - 608 jobs

  • Sr. Analyst, Application Development

    Lincoln Financial Group 4.6company rating

    Senior technician specialist job at Lincoln Financial Group

    The Role at a Glance We are seeking an experienced Data Engineer to join our team. The ideal candidate will have deep experience in both Aurora PostgreSQL and Amazon Redshift Databases along with strong knowledge of AWS Services including Glue, Lamda, S3, Athena, and EC2. The responsibilities include building and maintaining scalable data pipelines, optimizing data systems and enabling advanced analytics and reporting across LFD. What you'll be doing * Design, build and maintain robust data pipelines to support business intelligence and analytics. * Optimize and manage data storage in Aurora PostgreSQL and Amazon Redshift, ensuring data integrity and performance. * Integrate structured and unstructured data from various internal and external sources. * Ensure data security, governance, and compliance best practices. * Collaborate with data scientists, analysts, and business stakeholders to deliver high-quality datasets. * Develop ETL workflows using AWS Glue, Lambda, custom Python, PySpark and SQL based scripts. * Monitor and troubleshoot data workflows. * Participate in data architecture discussions and help shape data infrastructure strategy on AWS. What we're looking for * Bachelor's degree in Computer Science, Information Systems, Engineering or related field. * 7+ years of experience in AWS data engineering or similar role. * Strong expertise in Aurora PostgreSQL and Amazon Redshift. * Familiarity with DevOps tools (e.g., Pipelines and CloudFormation). * Experience working in Agile development environments. Application Deadline Applications for this position will be accepted through March 31, 2026, subject to earlier closure due to applicant volume. Job Segment: Data Architect, Database, SQL, Business Intelligence, Computer Science, Data, Technology
    $90k-110k yearly est. 8d ago
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  • Technology Industry Banker - Growth & Innovation Lead

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    A leading financial institution in San Francisco seeks a Technology Associate Banker. The role involves building and managing client relationships, developing new business opportunities, and championing a culture of innovation. Candidates must have at least 3 years of experience in commercial banking and possess strong sales management skills. This position requires an understanding of banking products, excellent interpersonal skills, and the ability to work in a team, making it suitable for proactive individuals passionate about the innovation economy. #J-18808-Ljbffr
    $139k-177k yearly est. 2d ago
  • Sr. Specialist, Service Concierge - Schwab Wealth Advisory

    Charles Schwab 4.8company rating

    Roanoke, TX jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab Wealth Advisory is Schwab's premier, fee-based, and non-discretionary wealth management program, passionate about delivering exceptional service to help clients achieve their financial goals. We believe that wealth management should be designed to reflect clients' unique circumstances and needs. As a Concierge for Schwab Wealth Advisory, you will deliver premium operational service and support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through active case management across several operational workflows. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as am Support Associate. As a Concierge, you will be a part of a fast-paced environment on a small, highly reciprocal team of 10-12 professionals. You will play an integral role to the success of Schwab Wealth Advisory by servicing our advisors and other key business partners via operational requests and case management. You will be responsible for delivering extraordinary and consistent business partner support experiences, proactively engaging client base in accordance with casework, and strengthening client and business partner relationships. You will leverage your financial services experience to provide resolutions on foundational needs regarding portfolio management, financial planning, and financial markets/economy. This opportunity will allow you to build a strong foundation in supporting wealth management practices. Your manager will be focused on your professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. Other areas where you will maintain and grow your competencies: Client Orientation: Provide white glove service through strong problem resolution and anticipating client needs. Exceptional Oral and Written Communication: Highly effective communication skills and the ability to articulate our processes and operating standards to Advisors, Financial Consultants, and other key business partners. Thoroughness: Strong acumen for operational accuracy and business partner follow-up. Proactively leverage tools and resources within their problem-solving process. Strong accuracy in communications and casework with minimal errors. Building Collaborative Relationships: Ability to connect with others in a way that fosters trust and creates collaborative relationships; Must be able to develop and maintain good cross departmental working relationships. Fostering Teamwork: Ability to collaborate and support team members through a relational work style. Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously. What you have To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications Active and valid FINRA Series 7 license required Active and valid FINRA 66 or 63/65 licenses required (may be obtained with a 120-day COE) Minimum 1 year of experience in the financial services industry Preferred Qualifications Experience servicing high-net-worth clients preferred Experience supporting financial advisors preferred Experience with CRM software such as Salesforce preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $35k-46k yearly est. 4d ago
  • US Deputy CISO - Technology Risk & Cyber Security Leader

    Scotiabank 4.9company rating

    Dallas, TX jobs

    A leading American financial institution is seeking a US Deputy Chief Information Security Officer in Dallas, Texas. The role involves supporting the MD & US CISO in building technology risk controls and collaborating with senior executives across different departments. Suitable candidates should possess over 10 years of experience in technology risk management, excellent communication skills, and a relevant advanced degree. This position promotes a strong risk culture and aims to ensure compliance with security policies and regulations. #J-18808-Ljbffr
    $99k-120k yearly est. 2d ago
  • Card Payments Platform Architect & Tech Leader

    Capital One 4.7company rating

    San Francisco, CA jobs

    A leading financial services company in San Francisco is seeking a senior technical leader to define and drive technical strategy for their systems. The role involves designing scalable architectures, mentoring engineers, and collaborating with cross-functional teams. Ideal candidates will have over 10 years of experience in software engineering, expertise in distributed systems, and proficiency with cloud technologies. The position offers a comprehensive benefits package and a dynamic work environment. #J-18808-Ljbffr
    $110k-142k yearly est. 3d ago
  • Local Government, Senior Consultant -Technology Management and System Selection

    Berrydunn 4.4company rating

    Remote

    Our Local Government Practice Group is seeking a Senior Consultant to join our team that services public sector clients (Cities, Counties, and quasi-governmental organizations) across the United States. The primary focus of this consulting role is to support technology assessment and system replacement projects. This role will support our Technology Management and Community Development and Utility Operations practices. Technology Management focuses on Information Technology (IT) master planning, conducts IT strategic plans, and performs IT operational assessments. This role will also support software system assessment, selection, and implementation projects for the Community Development and Utility Operations Practice. Individuals who work remotely and can fulfill the duties of this position are welcome. The preferred candidate will have prior technical experience and experience working in the public sector. This includes, but is not limited to, familiarity with IT staffing issues, the ability to evaluate IT Department efficacy, strategic planning for IT services, and managing the implementation of technical solutions. Additional qualifications encompass working experience with technology and data governance, experience in business continuity and disaster recovery planning, and execution. Experience managing help desk operations, public sector networks, and systems, as well as familiarity with enterprise-level applications like community development, work order, and utility billing systems, is also desirable. The ideal candidate will have prior project management experience and/or certifications, have exceptional organizational skills, be able to work independently, be self-motivated, possess strong leadership capabilities, demonstrate effective written and verbal communication skills, and be willing to travel. The ideal candidate will have experience in one or more of the following areas: 5+ years working in a management role for a local government or public sector organization, or experience working for a vendor or consulting firm servicing local governments. Experience with public sector IT management, capital planning for IT initiatives, knowledge of help desk support, public sector systems, and network management. The candidate should have strong interpersonal skills and the ability to build relationships with potential clients and coworkers Travel Expectations: Willingness to travel 35-50% You Will Leading and supporting delivery of client services Coordinating and overseeing project staffing to support for client initiatives Provide project oversight and collaboration to create written project deliverables Facilitate client sessions demonstrating professionalism and industry expertise Generate client engagement and incorporate feedback from project participants Guide clients, senior executives, and senior technology resources through technology planning processes Demonstration strong project management knowledge and skill Convey to clients professionalism and knowledge of public sector challenges and practices Assist our local government clients in executive decision making and strategic planning Engage with a range of client stakeholders from senior management to front line technical staff and end-users Develop written client deliverables to address opportunities for improvement. Examples include: identification of strategic IT issues, identification of projects to address those issues, development costs and timelines for recommended projects, develop a roadmaps to implement initiatives Maintain knowledge of local government IT topics and trends Participate in regional and national government technology associations Participate in staff/team meetings and training and work effectively as a team player on multiple client projects Work in teams tailored to each client engagement Willingness and ability to travel up to 50% of the time as required You Have Required Qualifications: Bachelor's degree; ideally in information technology, business, or public administration related discipline Five or more years' experience working with any of the following: City or County government technology departments, public sector consulting firm experience with a focus on IT and enterprise applications Demonstrated experience participating in and leading project teams Effective project management and organizational skills Excellent written communication skills including documenting complex technical issues succinctly and logically Excellent verbal and presentation skills including articulating complex issues to a variety of audiences Ability to balance multiple assignments and achieve quality results in a timely manner Ability to create and sustain positive working relationships with staff and diverse constituencies and to work independently as well as collaboratively Adept at using the MS Office suite Preferred Skills and Qualifications: Advanced Degree Project Management Certifications (i.e. PMP or CAPM) Experience in a leadership role in City or County government technology departments Certified Government CIO (CGCIO) Information Technology Infrastructure Library (ITIL) certification(s) and/or experience working in an organization following the ITIL framework Prior consulting experience working for a national or regional consulting firm within their public sector practice Compensation Details The base salary range targeted for this role is $90,000 - $120,000. This position may also be eligible for a discretionary annual bonus based on factors such as company and personal performance. This salary range represents BerryDunn's good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations. BerryDunn Benefits & Culture Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what's expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact ********************* to request an accommodation. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. About BerryDunn BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm's tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com. #BD_CT
    $90k-120k yearly Auto-Apply 41d ago
  • Senior

    Citrin Cooperman Advisors LLC 4.7company rating

    Philadelphia, PA jobs

    Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 1,500 employees in 18 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! We are looking for an Audit Senior to join our Audit, Assurance, and Accounting Department in our Philadelphia. As an Audit Senior, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. Responsibilities: Perform and assist with audits, reviews, and compilations for clients in various industries Prepare and analyze financial statements and evaluate internal controls Assist with the coordination of the day-to-day duties of planning, fieldwork, and wrap-up Deep understanding of accounting and reporting standards Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines Mentor, train and supervise lighter level staff Contribute to a strong client relationship through positive interactions with client personnel Communicate with Manager and/or Director on work status and client issues that arise Qualifications: Bachelor's degree required CPA or in progress 3-5 years of experience within a public accounting firm required Excellent verbal and written communication skills, including responsiveness to clients Strong organizational skills are required; multi-tasking abilities Demonstrated teamwork and leadership skills Ability to work well independently but also work well with others Approaches projects with a sense of urgency Outstanding analytical, organizational and project management skills Proficient in Microsoft Office Applications Knowledge of Caseware/Caseview is a plus What we offer: Competitive Base Salary and annual performance-based bonuses Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Fall Wind Down Fridays Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution About Citrin Cooperman Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S. This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations. For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
    $88k-111k yearly est. Auto-Apply 60d+ ago
  • Sr. Salesforce SDE III

    GM Financial 4.8company rating

    Arlington, TX jobs

    Why GMF Technology? Innovation isn't just a talking point at GM Financial, it's how we operate. From generative AI and cloud-native technologies to peer-led learning and hackathons, our tech teams are building real solutions that make a difference. We're committed to AI-powered transformation, using advanced machine learning and automation to help us reimagine customer interactions and modernize operations, positioning GM Financial as a leader in digital innovation within a dynamic industry. Join us and discover a workplace where your ideas matter, your development is prioritized, and you can truly make a global impact. Flexible hybrid work environment (onsite 2 days/week 3 days remote) in Arlington, TX. Please note: We are unable to provide any type of visa sponsorship for this position now or in the future. Senior Salesforce Developer - Lead Innovation in Cloud-First Engineering Are you a seasoned Salesforce developer ready to shape the future of enterprise cloud solutions? Join a high-performing Agile team where your expertise will drive impactful digital transformation across web, API, and cloud platforms. We're looking for a Senior Salesforce Software Development Engineer (SDE III) who thrives in a fast-paced, collaborative environment and is passionate about building scalable, secure, and elegant solutions using modern Salesforce and cloud-native technologies. * Architect and build advanced Salesforce and cloud-based applications that solve real business challenges. * Lead by example-mentor developers, influence technical direction, and foster a culture of excellence. * Drive innovation through proof-of-concepts, feasibility studies, and continuous exploration of emerging technologies. * Collaborate cross-functionally with architects, product owners, and external partners to deliver high-impact solutions. * Champion DevSecOps practices including CI/CD, automated testing, and secure coding standards. * Ensure reliability and scalability by proactively resolving production issues and optimizing performance. Experience * Bachelor's Degree in Computer Science or related Engineering field; and/or commensurate experience preferred * 4-6 years of hands-on Salesforce development experience, including deep proficiency in Apex, Visualforce, and Lightning Web Components (LWC). * Proven ability to design and implement scalable solutions across Sales Cloud, Service Cloud, Automotive Cloud, and Financial Services Cloud, leveraging platform features like OmniStudio, Flow, and Experience Cloud. * Strong understanding of Salesforce data architecture, security models, and integration patterns using REST/SOAP APIs, Platform Events, and External Services. * Experience with legacy components (Aura, Visualforce) and modern frameworks (LWC, SLDS), with a focus on performance, usability, and maintainability. * Skilled in declarative development and configuration, including custom objects, validation rules, workflows, and process automation. * Familiarity with Salesforce DevOps practices using tools like Salesforce DX, Azure DevOps, Jenkins, and Git, including CI/CD pipelines and automated testing. * Ability to work across the full development lifecycle in Agile Scrum teams, driving continuous improvement and delivering high-quality, production-ready solutions. Tech Stack Highlights * Salesforce UI/Frontend: Lightning Web Components (LWC), Aura Components, Visualforce, SLDS (Salesforce Lightning Design System) * DevOps & Automation: Azure DevOps, Terraform, Jenkins * Security & Quality: Salesforce Shield, SonarQube, Checkmarx * Databases: Oracle, SQL Server, NoSQL * Testing: Selenium, DevTest, TestNG, Postman, SpecFlow, JMeter Why Join Us? * Work on mission-critical platforms that power enterprise operations. * Be part of a forward-thinking engineering culture that values innovation, autonomy, and technical mastery. * Enjoy flexible work arrangements, continuous learning opportunities, and a supportive team environment. What We Offer: Generous benefits package available on day one to include: 401K matching, bonding leave for new parents (12 weeks, 100% paid), tuition assistance, training, GM employee auto discount, community service pay and nine company holidays. Our Culture: Our team members define and shape our culture to an environment that welcomes innovative ideas, fosters integrity, and creates a sense of community and belonging. Here we do more than work, we thrive. Compensation: Competitive pay and bonus eligibility Work Life Balance: Flexible hybrid work environment, 2-days a week in office at Arlington, TX location, 3 days work from home Please note: We are unable to provide any type of visa sponsorship now or in the future for this position. #LI-hybrid #LI-MH1 #GMFJobs #salesforce #salesforcedeveloper #sale
    $97k-124k yearly est. Auto-Apply 60d+ ago
  • HMDA Specialist

    Cathay Bank-Headquarters 4.4company rating

    El Monte, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY This position is responsible for the review and accuracy of the HDMA loan data required to be collected and reported in accordance with the Bank and HMDA regulatory requirements. ESSENTIAL FUNCTIONS Responsible for accuracy and integrity of the data collected and reviewed that is reported on originated mortgage loans, as well as non-originated applications (denials, withdrawal, approved but not accepted applications). Scrub and audit file loan data to uncover any systematic problems, discrepancies, or data integrity issues. Perform second line reviews on Bank Purchase Loans. Work with various mortgage operations team members as well as other areas of the Bank to correct data within the loan origination system (Empower) or on the LAR. Identify commercial HMDA reportable loans; prepare manual HMDA LAR by working with various commercial lending units. Report any potential concerns about non-compliance with HMDA regulatory requirements. Prepare monthly HMDA excel reports that will be submitted to the Compliance Department for LAR reporting. Meet monthly deadline for HMDA data required on the Loan Application Register (LAR). Perform other tasks which may be assigned by management. QUALIFICATIONS Education: College graduate with major in accounting or business preferred. Experience: Minimum three years of mortgage lending and banking experience with good knowledge of lending regulations. Knowledge of the Home Mortgage Disclosure Act (HMDA) is preferred. Skills/Ability: Strong analytical and research skills; strong planning, organizing, and problem-solving skills; strong written and verbal communication skills; must be able to adapt well to a fast paced and constantly changing business environment; PC proficient at the expert level; demonstrated ability to work in a team-oriented environment; bilingual English/Chinese is a plus. OTHER DETAILS $20.00 - $24.04 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $20-24 hourly 3d ago
  • SALT Senior

    BDO Global 4.8company rating

    Philadelphia, PA jobs

    The Sales & Use Compliance Senior will be an integral part of our sales and use tax compliance team. This position will assist with supporting the end-to-end monthly compliance process including client communication, data processing, preparing and reviewing sales and use tax returns and reconciliation report, filing returns, resolving tax notices and maintaining client tax confidential information. Our compliance solution utilizes Vertex Indirect Tax Returns software and customized web-portal. Job Duties: * Provides support for all sales tax compliance operations * Processes tax returns and filings * Prepares or reviews sales and use tax reconciliation * Supports associates and provides training as necessary * Reviews prepared returns and filing confirmations * Assists with projects such as process improvements, amended returns and documentation development * Responds to and supports resolving correspondence, letters, and notices * Develops and maintains relationships with both team members and clients * Prepares and reviews invoices and assists with collections * Assists with onboarding and setup of new engagements Supervisory Responsibilities: * Supervises work assignments of STS SALT Associates and Paraprofessionals, as appropriate * Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Associates and Paraprofessionals, as appropriate * Acts as a mentor to and assists in the professional development of STS SALT Associates and Paraprofessionals, as appropriate Qualifications, Knowledge, Skills, and Abilities: Education: * Bachelor's Degree, required Experience: * Two (2) years of experience working in sales and use tax, required License(s)/Certification(s): * CPA, preferred Software: * Intermediate knowledge of Microsoft Excel and other Microsoft Office applications, required * Knowledge of Vertex Indirect Tax Returns or other sales tax compliance solutions, required * Familiarity with Database software, Alteryx or Power Query, preferred Other Knowledge, Skills & Abilities: * Ability to manage time and priorities effectively by completing tasks in a timely manner * Ability to accurately complete high-volume of work in a deadline driven environment * Internet and software savvy * Detailed and results oriented * Ability to effectively manage and overcome challenges * Must be able to work under tight monthly deadlines, with strong organizational skills * Ability to display sound judgement and problem solve issues * Ability to work independently on routine work, with more guidance on new projects or assignments * Ability to build productive internal/external working relationships * Ability to follow detailed practices and procedures in order to resolve issues * Adaptable and embraces change * Excellent people development and delegation skills * Ability to encourage a collaborative team environment on engagements * Executive presence and ability to act as the primary contact on assigned engagements * Basic understanding of sales and use tax compliance * Working knowledge of sources of relevant information utilized in sales and use tax filings
    $88k-114k yearly est. 60d+ ago
  • SALT Senior

    BDO USA 4.8company rating

    Philadelphia, PA jobs

    The Sales & Use Compliance Senior will be an integral part of our sales and use tax compliance team. This position will assist with supporting the end-to-end monthly compliance process including client communication, data processing, preparing and reviewing sales and use tax returns and reconciliation report, filing returns, resolving tax notices and maintaining client tax confidential information. Our compliance solution utilizes Vertex Indirect Tax Returns software and customized web-portal. Job Duties: Provides support for all sales tax compliance operations Processes tax returns and filings Prepares or reviews sales and use tax reconciliation Supports associates and provides training as necessary Reviews prepared returns and filing confirmations Assists with projects such as process improvements, amended returns and documentation development Responds to and supports resolving correspondence, letters, and notices Develops and maintains relationships with both team members and clients Prepares and reviews invoices and assists with collections Assists with onboarding and setup of new engagements Supervisory Responsibilities: Supervises work assignments of STS SALT Associates and Paraprofessionals, as appropriate Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT Associates and Paraprofessionals, as appropriate Acts as a mentor to and assists in the professional development of STS SALT Associates and Paraprofessionals, as appropriate Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor's Degree, required Experience: Two (2) years of experience working in sales and use tax, required License(s)/Certification(s): CPA, preferred Software: Intermediate knowledge of Microsoft Excel and other Microsoft Office applications, required Knowledge of Vertex Indirect Tax Returns or other sales tax compliance solutions, required Familiarity with Database software, Alteryx or Power Query, preferred Other Knowledge, Skills & Abilities: Ability to manage time and priorities effectively by completing tasks in a timely manner Ability to accurately complete high-volume of work in a deadline driven environment Internet and software savvy Detailed and results oriented Ability to effectively manage and overcome challenges Must be able to work under tight monthly deadlines, with strong organizational skills Ability to display sound judgement and problem solve issues Ability to work independently on routine work, with more guidance on new projects or assignments Ability to build productive internal/external working relationships Ability to follow detailed practices and procedures in order to resolve issues Adaptable and embraces change Excellent people development and delegation skills Ability to encourage a collaborative team environment on engagements Executive presence and ability to act as the primary contact on assigned engagements Basic understanding of sales and use tax compliance Working knowledge of sources of relevant information utilized in sales and use tax filings
    $88k-114k yearly est. Auto-Apply 60d+ ago
  • Sr BOA

    Edward Jones 4.5company rating

    Fishers, IN jobs

    **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: 11415 Overlook Drive, Fishers, IN This job posting is anticipated to remain open for 30 days, from 07-Jan-2026. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. 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 Sr. 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 Sr. 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 Sr. BOA role. **Hiring Minimum:** $24.62 **Hiring Maximum:** $26.65 Read More About Job Overview **Skills/Requirements** **What skills would make you a successful Sr. BOA?** + Analytical Thinking + Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility + **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.
    $79k-97k yearly est. 36d ago
  • Sr BOA - Fishers, IN

    Edward Jones Careers 4.5company rating

    Fishers, IN jobs

    If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. 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 Sr. 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 Sr. 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 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. Company Description 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. Awards and 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 What skills would make you a successful Sr. BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility 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. 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 Sr. BOA role.
    $79k-97k yearly est. 43d ago
  • Sr BOA

    Edward Jones 4.5company rating

    Fishers, IN jobs

    This job posting is anticipated to remain open for 30 days, from 07-Jan-2026. The posting may close early due to the volume of applicants. 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. If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. 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 Sr. 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 Sr. 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 What skills would make you a successful Sr. BOA? * Analytical Thinking * Attention to Detail * Adaptability * Conversational Skills * Digital Tool Utilization * Team Collaboration Role Requirements * 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility * 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. 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 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. 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 Sr. BOA role.
    $79k-97k yearly est. 44d ago
  • Senior Systems and Reporting Specialist- Finance

    Edward Jones 4.5company rating

    Tempe, AZ jobs

    **Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.** Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 16-Jan-2026. The posting may close early due to the volume of applicants. We are seeking a proactive and detail-oriented Systems and Reporting Analyst to support the sourcing organization through strategic system administration and data-driven reporting. This role is responsible for managing procurement platforms, ensuring data integrity, and delivering insights that drive sourcing performance and operational efficiency. The ideal candidate will have a strong analytical mindset, technical aptitude, and a collaborative approach to cross-functional partnerships. Systems Administration + Serve as the system owner for Coupa, internal PO tools, and benchmarking platforms. + Partner with Digital teams and suppliers to resolve technical issues and implement system enhancements. + Maintain system documentation and develop training materials for end users. + Represent sourcing processes in Coupa Procure-to-Pay (P2P) design, testing, and implementation. Reporting + Maintain dashboards and reports to monitor sourcing performance, spend analysis, and comply with regulatory requirements. + Ensure data accuracy and consistency across reporting platforms. + Conduct quality assurance reviews on contracts to support metric tracking and compliance. Process Support + Ensure compliance with sourcing policies and procedures. + Support supplier onboarding and system integration activities. + Lead PO process and provide maintenance and support for Sourcing and stakeholders. + Collaborate with stakeholders to resolve system-related issues and improve process efficiency. 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 (*********************************************************************************************** . **Hiring Minimum:** $63200 **Hiring Maximum:** $104200 Read More About Job Overview **Skills/Requirements** + Bachelors degree **required** in Supply Chain, Business, Finance, or related field. + 3+ years experience in Finance, Procurement, or related field. + Proficiency in Coupa (reporting, PO management, contract modules). 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-HO
    $63.2k-104.2k yearly 5d ago
  • Sr. Assoc, Prod Specialist - TAP, WRB Tech

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Office Working Employment Type: Permanent * As a Senior TAP Product Specialist, you will be responsible to develop / customize the systems by studying operations; designing, developing, and installing software solutions. * Ability to prioritize well, communicate clearly, have a consistent track record of delivery and excellent software engineering skills. Creative engineering balanced with high quality and a customer focus. Must be able to work across multiple facets of the project and juggle multiple responsibilities at the same time. Strong analytic capability and the ability to create innovative solutions. We are looking for a highly motivated individual who is looking to grow their career in a fast-paced environment. * Work with developers to design algorithms and flowcharts. * Produce clean, efficient code based on specifications. * Integrate software components and third-party programs. * Verify and deploy programs and systems. * Troubleshoot, debug and upgrade existing application. * Gather and evaluate user feedback. * Recommend and execute improvements. * Create technical documentation for reference and reporting Work collaboratively with others to achieve goals. * Be a persistent, creative problem solver. * Remain cool and effective in a crisis. * Stay on the leading edge of development practices. * Passionate about great technologies, especially open source * Understand business needs and know how to create the tools to manage them. Key Responsibilities Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. * Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] [Where relevant - Additionally, for subsidiaries or relevant non -subsidiaries] * Serve as a Director of the Board * Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Qualifications * Education - Bachelor's degree in computer science or related degree * Certification - Triple a bronze certified * Have 6 to 12 year of relevant Triple A experience in customization of Temenos "Wealth Suite" product like Triple A Plus, TCIB/Edge Connect, ODATA & WTX. * Have worked on customization of Triple A core objects like Formats, Screens etc * Have worked on implementing financial functionalities like Valuation, Performance, Order Entry, Order List, Portfolio Strategy etc using Triple A Plus. * Knowledge of Azure DevOps & Agile process/methodologies. * The desire to work in fast-paced environment. * Ability to develop unit testing of code components or complete applications. * Creativity is always a plus. * Knowledge of Dev Ops tool like Ansible, GIT, Jenkins etc. * Experience working on a variety of software development projects. * Deep programming language knowledge. * A strong knowledge in Java/J2EE, API, MQ, Shell scripting, Basic Unix commands & Solace Development * Problem solving mindset, strong team spirit and complete commitment to work quality. * Ability to advocate and defend the solution design for the challenging / complex business requirements. * Excellent communication skills * Bachelor's degree in computer science or related degree. Skills and Experience * Triple A Plus * Java * API * WTX About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $72k-97k yearly est. 59d ago
  • Sr. Assoc, Prod Specialist - T24, WRB Tech

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Office Working Employment Type: Permanent * To support the development activities of Wealth Core Projects Strategy * Identify, design & develop as part of T24 upgrade/implementation such as * Customization * Functionality * Reports * Interfacing to external systems * Conversion programs * CoB jobs * Data migration & related activities * Performance optimization * Consultancy & support in product configuration, installation, upgradation, migration, releases, Updates/patches, etc Business * Coordinate with Temenos on T24 setup & issues follow up/resolution. * Install custom enhancements and validate technical setup & conduct necessary technical testing * Provide clear and concise technical documentation. * Facilitate/conduct technical training as necessary. * Identify and validate any gaps together with proposals for their resolution (e.g. workarounds or changes in processes) and ensure any solutions proposed are realistic and within the agreed scope of the project Processes * Facilitate, support & contribute towards SCB' T24 road map w.r.t. cloud migration, Upgrade, convergence & effective utilization of core functional as well as technical capabilities * Provide guidance and advice to less experienced developers/consultants in case of complex technical issues arising in the project/program * Drives reuse culture by defining as well as by adopting reusable components * Involve actively in improvement initiatives and contribute based on the knowledge gained in projects to develop tools, templates and accelerators. Key Responsibilities People & Talent * Mandatory work experience in T24 R18 & above in TAFJ * Programming in Infobasic, Java, Javascript * Knowledge of Application Server e.g. jBOSS * Working experience in RedHat Linux, IBM AIX OS * Understanding of RDBMS preferably Oracle & SQL knowledge Risk Management * Should be able to analyse, mitigate risks. Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. * Serve as a Director of the Board * Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Key stakeholders * Project Team Other Responsibilities * Embed Here for good and Group's brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats). Skills and Experience * T24 R18 & above in TAFJ * Infobasic, Java, Javascript * RedHat Linux, IBM AIX OS Qualifications * M.C.A, BE., M.Sc. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $72k-97k yearly est. 60d+ ago
  • Sr. Assoc, Prod Specialist - CAPE, WRB Tech

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Hybrid Working Employment Type: Permanent Job Description: This role could be based in Malaysia and India. When you start the application process you will be presented with a drop down menu showing all countries, Please ensure that you select a country where the role is based. We are seeking talented and motivated individuals for the role of Sr. Assoc, Product Specialist - CAPE Retail. Successful candidates will be experienced who can develop user stories, develop test cases, break down, design, and develop solutions in an environment with constant collaborative discussions. They will be matured individuals who are comfortable working in an agile environment with critical peer reviews of design and code. They must be able to offer constructive critical reviews of other's designs and code. They must be able to collaboratively work with product owners to develop use stories and test cases. They will be able to research, trial, and recommend new technologies of interest to the group. They will have experience with taking code through testing, deployment, and production and will not have merely handed off code to QA and Production Support. Key Responsibilities * Experience working in Corporate Actions enterprise systems such as TCS Bancs Platform or similar platforms. * Strong background in the Wealth Management domain, specifically across Equities, Fixed Income, Mutual Funds, and Structured Notes asset classes. * Strong Development & Implementing skills on JAVA/J2EE platform. * Understand distributed Architecture integrating with both external and internal servers and applications. * Strong J2EE platform knowledge. * Good knowledge on LINUX/UNIX * Good knowledge on Oracle DB * Understand Integration pattern. * Understanding how API authentication works * Understand back-end systems, web-services/API to develop interfaces for self-service call flows. * Working knowledge of Code repositories like GIT, Azure DevOps. * Prepare, execute system test cases. * Strong Team player, with good analytical skills. * Participate in implementation interactions and communications, including 3rd party applications or other non-core requirements. * Facilitate and provide good documentation of source code with comments and best practices. * Ensure timely delivery of development tasks assigned with proper Unit testing results for the respective call flow delivered. * Ability to work with multiple teams in testing and trouble-shooting integration level issues and bugs. * Someone with quick learning skill * Experience leading a technical squad. Strategy There is a digital revolution happening that is changing the future of banking - increasingly, Banking is Technology. Financial Services firms are becoming ever more defined by their technology and ability to use it to deliver outstanding customer experiences. Standard Chartered Information Technology & Operations (ITO) is looking for individuals interested in using innovative new products and modern technologies to deliver world class digital experiences for our clients and customers. People & Talent * Experience working in Corporate Actions enterprise systems such as TCS BaNCS Platform or similar platforms. * Strong background in the Wealth Management domain, specifically across Equities, Fixed Income, Mutual Funds, and Structured Notes asset classes. * Candidate should have hands-on experience in development of JAVA based application. * Strong knowledge in Agile Development * Min 8 years' experience Software development. * Experience with leveraging advanced features and tools in Azure DevOps, GIT * Passion and flair for technology, at home with team-oriented, collaborative and consultative environment * Proven skills in co-ordination, leadership working with vendors and internal teams * Strong knowledge of risk and regulatory delivery * Knowledge of all aspects of software design and development * Excellent oral and written communication skills * Should have a good analytical skill. * Ready to work on both development and project management. * Contribute to creation of standards & frameworks for the project * Should have the capability to handle more than one project at a same time. * Prepare architecting solutions document, technical audits for the project Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Skills and Experience * JAVA EE * API/Web Services/MIcorservices * ORACLE * Linux * ADO/GIT/CI CD * Domain: Corporate Actions, Wealth Management About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $72k-97k yearly est. 4d ago
  • Sr. Assoc, Prod Specialist - CAPE, WRB Tech(India, Malaysia)

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Office Working Employment Type: Permanent This role could be based in India and Malaysia. When you start the application process you will be presented with a drop down menu showing all countries, Please ensure that you select a country where the role is based. We are seeking talented and motivated individuals for the role of Sr. Assoc, Product Specialist - CAPE Retail. Successful candidates will be experienced who can develop user stories, develop test cases, break down, design, and develop solutions in an environment with constant collaborative discussions. They will be matured individuals who are comfortable working in an agile environment with critical peer reviews of design and code. They must be able to offer constructive critical reviews of other's designs and code. They must be able to collaboratively work with product owners to develop use stories and test cases. They will be able to research, trial, and recommend new technologies of interest to the group. They will have experience with taking code through testing, deployment, and production and will not have merely handed off code to QA and Production Support. RESPONSIBILITIES * Experience working in Corporate Actions enterprise systems such as TCS BaNCS Platform or similar platforms. * Strong background in the Wealth Management domain, specifically across Equities, Fixed Income, Mutual Funds, and Structured Notes asset classes. * Strong Development & Implementing skills on JAVA/J2EE platform. * Understand distributed Architecture integrating with both external and internal servers and applications. * Strong J2EE platform knowledge. * Good knowledge on LINUX/UNIX * Good knowledge on Oracle DB * Understand Integration pattern. * Understanding how API authentication works * Understand back-end systems, web-services/API to develop interfaces for self-service call flows. * Working knowledge of Code repositories like GIT, Azure DevOps. * Prepare, execute system test cases. * Strong Team player, with good analytical skills. * Participate in implementation interactions and communications, including 3rd party applications or other non-core requirements. * Facilitate and provide good documentation of source code with comments and best practices. * Ensure timely delivery of development tasks assigned with proper Unit testing results for the respective call flow delivered. * Ability to work with multiple teams in testing and trouble-shooting integration level issues and bugs. * Someone with quick learning skill * Experience leading a technical squad. Strategy There is a digital revolution happening that is changing the future of banking - increasingly, Banking is Technology. Financial Services firms are becoming ever more defined by their technology and ability to use it to deliver outstanding customer experiences. Standard Chartered Information Technology & Operations (ITO) is looking for individuals interested in using innovative new products and modern technologies to deliver world class digital experiences for our clients and customers. People & Talent * Experience working in Corporate Actions enterprise systems such as TCS BaNCS Platform or similar platforms. * Strong background in the Wealth Management domain, specifically across Equities, Fixed Income, Mutual Funds, and Structured Notes asset classes. * Candidate should have hands-on experience in development of JAVA based application. * Strong knowledge in Agile Development * Min 8 years' experience Software development. * Experience with leveraging advanced features and tools in Azure DevOps, GIT * Passion and flair for technology, at home with team-oriented, collaborative and consultative environment * Proven skills in co-ordination, leadership working with vendors and internal teams * Strong knowledge of risk and regulatory delivery * Knowledge of all aspects of software design and development * Excellent oral and written communication skills * Should have a good analytical skills. * Ready to work on both development and project management. * Contribute to creation of standards & frameworks for the project * Should have the capability to handle more than one project at a same time. * Prepare architecting solutions document, technical audits for the project Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Lead to achieve the outcomes set out in the Bank's Conduct Principles * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Our Ideal Candidate * JAVA EE * API/Web Services/MIcorservices * ORACLE * Linux * ADO/GIT/CI CD * Domain: Corporate Actions, Wealth Management About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $72k-97k yearly est. 11d ago
  • Senior Specialist - Finance Technical Reporting

    3M Companies 4.6company rating

    Indiana jobs

    3M has a long-standing reputation as a company committed to innovation. We provide the freedom to explore and encourage curiosity and creativity. We gain new insight from diverse thinking, and take risks on new ideas. Here, you can apply your talent in bold ways that matter. : Job Description: 3M is seeking a Senior Specialist Power BI Developer for the Finance Automation & Analytics Team located in Bangalore, India. Job Summary: The person hired for this position of Senior Specialist Power BI Developer will be responsible for leading the design and implementation of enterprise-level business intelligence solutions. This role requires deep expertise in Power BI, data modeling, and analytics, along with the ability to collaborate with cross-functional teams to drive data-driven decision-making. Primary Responsibilities include but are not limited to the following: * Lead the development of complex Power BI dashboards and reports that provide actionable insights for business stakeholders. * Architect and optimize data models using DAX and Power Query for performance and scalability. * Collaborate with data engineers, analysts to understand reporting requirements and ensure alignment with business goals. * Integrate Power BI with various data sources including Hana, Snowflake, and Excel. * Implement row-level security and governance standards across Power BI workspaces. * Stay current with Power BI updates and industry trends, recommending improvements and innovations. * Drive adoption of BI tools and data literacy across the organization through training and documentation. * Experience in Agile Methodology and usage of tools like JIRA * Exposure to HP Service Management & HP Quality Center * Ability to collaborate / teamwork skills is inherent in the job responsibilities. * Providing ongoing user ticket resolutions to ensure reporting solutions continue to function as needed Basic Qualifications: * IT Bachelor level university/college degree in IT related field. * 3+ years of experience in Power BI development, with a strong portfolio of enterprise-level dashboards. * Advanced proficiency in DAX, Power Query, and data modeling techniques. Preferred Qualifications * Bachelors, Masters or Advanced Degree in Computer Science or IT Related field. * Proven ability to translate business requirements into technical solutions. * Ability to troubleshoot, support and maintain the tools and projects handled by the team. * Proven ability to use DAX and Power Query for complex calculations and data transformations. * Experience with Agile methodologies, Scrum ceremonies and software such as JIRA. * Proficiency in data analytics tools (e.g., Alteryx), scripting languages (e.g., DAX, VBA), data visualization tools (e.g., Power BI, WEBI) and data platforms (e.g., Snowflake, HANA) * Experience with SQL and working knowledge of query and data warehouse design * Strong communication and presentation skills in English * Experience contributing on cross-functional teams Location: Bangalore, India Travel: Limited Relocation: is not authorized. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
    $75k-103k yearly est. Auto-Apply 60d+ ago

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