Facilitator I - Mid Level (Life Company)
Plano, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator I who thrives on inspiring others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for teaching and leadership, this is your chance to shine!
In this role, you'll:
Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales.
Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick.
Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company.
As a Facilitator I for Life Company, you'll facilitate and deliver training programs to attain learning objectives and meet learners' needs. Facilitate learning on a variety of subjects including complex technical acumen, customer service skills and USAA culture. Support facilitation of programs that foster employee growth. Facilitated learning can take place in person or via virtual environment.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Tampa, FL or Plano, TX.
Relocation assistance is not available for this position.
What you'll do:
Facilitates learning discussions, learning activities, coaching, and small group interactions.
Facilitates and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities.
Researches learner performance problems, determines underlying causes and provides feedback to improve performance.
Collaborates with peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions.
Maintains business and learning skills/acumen through skills update and professional development.
Identifies needed course maintenance, makes recommendations for process improvements and completes course revisions as appropriate.
Maintains accountability for performance results and learning solution effectiveness.
May play role of Producer for virtual courses as a learning opportunity for courses not yet fully qualified to facilitate.
May provide support, including coordinating logistics, for other Facilitators.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or learning deployment; or progressive operational experience with a concentration on teaching/training/coaching.
Excellent written and oral communication skills.
Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching.
Proficient knowledge of Microsoft Office Products (Excel, Word, PowerPoint).
Knowledge of learning theories, adult learning principles and instructional design model.
Experience with Virtual Technology and ability to deliver training remotely.
Current FINRA Series 7 and/or attainment within 90 days of job entry.
Current Life/Health License and/or attainment within 90 days of job entry.
What sets you apart:
Current FINRA Series 7.
Current FINRA Series 63 and/or attainment within 90 days of job entry.
Current Life/Health license.
3+ years of facilitation experience in financial services, insurance, or related industries.
Sales & Service Acumen: Experience in consultative sales and delivering exceptional customer service in a regulated environment.
Life Insurance & Financial Services Knowledge: Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes.
Facilitation Expertise: Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles.
Technology Proficiency: Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS).
Coaching & Feedback Skills: Ability to assess learner performance and provide actionable feedback to improve results.
Compensation range: The salary range for this position is: $69,920 - $133,620.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyFacilitator Lead (Life Company)
Plano, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator Lead who thrives on inspiring others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for teaching and leadership, this is your chance to shine!
In this role, you'll:
Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales.
Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick.
Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company.
As a Facilitator Lead for Life Company, you will facilitate and deliver training programs to attain learning objectives and meet learners' needs. Facilitate learning for the most advanced curriculums or audiences on a variety of subjects including complex technical acumen, customer service skills and USAA culture. Support facilitation of programs that foster employee growth. Facilitated learning can take place in person or via virtual environment.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in the of the following location: Plano, TX.
Relocation assistance is not available for this position.
What you'll do:
Facilitates learning discussions, learning activities, coaching, and small group interactions.
Manages and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities to include the most advanced curriculums and audiences.
Proactively coaches, mentors and provides development opportunities for other facilitators.
Supports the planning, design, development, implementation and evaluation of complex learning programs.
Diagnoses learner performance problems, determines underlying causes and provides recommendations to improve performance.
Oversees performance results and learning solution effectiveness.
Provides expert knowledge in the development, implementation and assessment of curriculum.
Anticipates future learning requirements to support changing business needs.
Leads peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions.
Maintains business and learning skills/acumen through skills update and professional development.
Evaluates and improves learning programs and processes to include needed course maintenance and revisions as appropriate.
Maintains accountability for performance results and learning solution effectiveness.
Observes and gives feedback periodically to other instructors ensuring quality of facilitation.
Provides training and qualifies facilitators to ensure they can deliver on objectives and comply with laws and regulations associated with the delivery of courses.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or deployment.
Excellent written and oral communication skills.
Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching.
Advanced knowledge of Microsoft Office Products (Excel, Word, PowerPoint).
Knowledge of learning theories, adult learning principles and instructional design model.
Lesson and curriculum planning skills with the ability to work with SMEs to identify audience's training needs, learning objectives and content gaps.
Ability to apply a variety of instructional techniques such as role playing, simulations, team exercises, group discussions, videos, or lectures to real-world situations and debrief activities to arrive at learning outcomes.
Comprehensive facilitation, active engagement, and presentation skills.
Experience with evaluating impact of training and making adjustments to continuously improve quality of sessions.
Experience with Virtual Technology and ability to deliver training remotely.
Current FINRA Series 7 and/or attainment within 90 days of job entry.
Current Life/Health License and/or attainment within 90 days of job entry.
What sets you apart:
Current FINRA Series 7.
Current FINRA Series 63 and/or attainment within 90 days of job entry.
Current Life/Health license.
3+ years of facilitation experience in financial services, insurance, or related industries.
Sales & Service Acumen: Experience in consultative sales and delivering exceptional customer service in a regulated environment.
Life Insurance & Financial Services Knowledge: Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes.
Facilitation Expertise: Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles.
Technology Proficiency: Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS).
Coaching & Feedback Skills: Ability to assess learner performance and provide actionable feedback to improve results.
Compensation range: The salary range for this position is: $121,130 - $218,030.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyEnterprise Learning & Talent Development Consultant
Phoenix, AZ jobs
This is a remote role that may only be hired in the following location: Phoenix, AZ This position is responsible for executing assigned Learning & Talent Development (L&TD) programs across Bank functions. Works closely with key stakeholders, associates, and vendors to identify needs and provide solutions while ensuring alignment with overall business strategy and culture. Offers consultative guidance on program implementation and processes to maximize results of developed solutions.
Responsibilities
* Program Management - Executes L&TD programs that aim to build associate skills and capabilities. Facilitates core program offerings to ensure success.
* Business Strategy - Aids alignment with Bank and department goals through consultation and education activities. Guides programs to produce desired results and to enable strategic associate insight. Assists in change management strategy and communication plan to minimize risks while maximizing benefits.
* Identifying Requirements - Identifies business needs through consultation and analysis, and determines best approach for each function of the Bank.
* Collaboration - Coordinates programs with associates and management across multiple business units. Provides direction and expertise throughout implementation of programs, acting as a resource on associate education and development. Acts as a team leader and mentors junior team members.
Qualifications
Bachelor's Degree and 4 years of experience in Learning & Talent Development or Human Resources OR High School Diploma or GED and 8 years of experience in Learning & Talent Development or Human Resources
Preferred Skills:
* Current contractor/contingent worker for First Citizens Bank
* Current experience building skill profiles within a large financial institution
* Experience leading skill strategy implementation across an organization
* Understanding of industry principles and practices
* Understanding of development models, tools, and trends
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
#EJC
#LI-DNI
Learning & Development Coordinator
New York jobs
RenaissanceRe is a leading writer of Property & Casualty Reinsurance. For over 25 years, we have helped customers and communities recover and build resilience through our industry-leading ability to understand risk, source efficient capital and rapidly pay claims.Our global team shares a passion for solving our customers' biggest problems through a collaborative and entrepreneurial culture that empowers employees and rewards creative thinking.
About RenaissanceRe
For over three decades, RenaissanceRe has helped its clients manage the risks of operating in a volatile and uncertain world. We're experts in Property, Casualty, Specialty, and Credit reinsurance, consistently recognized for the innovative way we combine data, experience and technology to understand and manage large and complex risks across the world. We are also a business with a real social purpose - we help protect communities around the globe and enable prosperity for all. Our purpose drives us forward every day as we seek solutions to some of the world's most complicated challenges. To learn more, please visit us at Careers - RenaissanceRe (renre.com).
About the Position
We are seeking a Learning and Development Coordinator to support the logistics, coordination and execution of high-impact learning initiatives that drive the growth and performance of our global workforce. This role is integral to ensuring that our employees are equipped with the interpersonal, functional, and leadership capabilities required in the complex and always evolving reinsurance industry.
Key Responsibilities:
· Build and own standard processes for end-to-end program delivery from planning to execution, through evaluation, and iteration including the maintenance and updating of training materials
· Manage the project plans and logistics for “business as usual” as well as newly created training events and programs globally.
· Coordinate the creation of learning content and materials for Talent Development cycles throughout the year such as goal setting and year-end performance and compensation processes
· Partner with the HR Operations team to continuously leverage Workday Learning (our Learning Management System) to drive employee engagement with learning activities. This includes:
o Ongoing management and maintenance of content in Workday
o Using existing content to create lessons/courses/programs
o Tracking enrollments, attendance, changes, feedback, etc
o Engaging with Workday Community and other Learning users
o Building out knowledge of Workday learning to help the team align with business needs and meet our feature rollout goals
· Produce regular reports on various learning activities including engagement with digital content and feedback from programs.
· Actively deepen your knowledge and understanding of the Reinsurance industry and the RenRe company culture on an ongoing basis
· Build rapport and relationships with stakeholders across different teams, functions and levels, to support the L&D team in becoming a trusted partner to the business
· Perform and manage other such duties as may be assigned from time to time
Candidate qualifications
· 3+ years of relevant experience, preferably with at least 1 year in HR or L&D, ideally in a global team within a growth organization.
· Strong organizational skills and ability to prioritize tasks while demonstrating excellent attention to detail
· Excellent verbal and written communication skills
· High degree of professionalism and discretion; sound judgement and decision-making skills
· Ability to work both independently and collaboratively
· Flexibility to changing work needs/demands; comfortable in an entrepreneurial, fluid environment
· High emotional intelligence with the ability to understand needs, impacts, outcomes, and situations from multiple perspectives
· Continuous improvement mindset and solutions orientation
· Experience with Workday or similar LMS (Learning Management System) preferred
· Proficiency in Microsoft Office applications, especially Excel and PowerPoint
· Bachelor's degree or equivalent
At RenaissanceRe, we believe in creating a workplace culture that fosters diversity, equity, and inclusion throughout our business. We have a zero-tolerance policy for harassment and discrimination and take proactive steps to make employees feel valued and empowered to contribute to our collective success. It is RenaissanceRe's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/ civil partnership status, genetic information, citizenship
The fulltime base salary range for this position is $85,000 - $100,000 USD per year; base salary offered may vary based on job-related knowledge skills, and experience. The position is eligible for bonus and a comprehensive benefits package. This information is provided per the New York City Human Rights Law and applies to positions in New York City.
Our people are our most valuable resource and core to our success. This is a fast-paced business environment, demanding a strong work ethic and a results-oriented approach. We offer competitive compensation and benefits, a comprehensive talent development program, and a reward system in which employees share in the success of the company. We are an engaged member of the communities in which we live and work and have a locally-led giving philosophy with generous employee matching program, global and local community grants and employee volunteerism.We seek diversity, create equity, and practice inclusion. Our people are at the heart of everything we do. We are an equal opportunity employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, marital status, pregnancy, disability, military status or other legally protected categories.
Auto-ApplyTalent Development Coordinator
New York, NY jobs
We are looking for an enthusiastic self-starter with excellent communication skills to join our Talent Development team. Our Talent Development Coordinators help organize and run a variety of internal programs, such as our Tech and Strategy & Product internships. Additionally, you may support various rotational programs and internal education offerings for full-time employees across different departments.
You will work closely with key program stakeholders across HR and other areas of the firm to execute daily tasks involved with preparing for our high-priority programs, providing on-site support during programs, and tracking feedback and historical data.
Additional responsibilities of the role will include:
Coordinating all aspects of learning and development programs, including scheduling events, managing rosters, creating materials, and overseeing logistics
Preparing and analyzing participation data and feedback with exceptional attention to detail and accuracy; identifying and proposing areas for improvement
Responding to employee queries and fielding to other team members as appropriate
Being the on-site point of contact available to support participants and programs as they're running
Assisting with talent development and other company-wide projects and initiatives
About You
Have a bachelor's degree or equivalent relevant practical experience, and 1-3 years of experience in program/project management or a related field
Proactive and self-motivated with strong organizational skills and attention to detail
Interested in understanding and improving processes
Able to handle competing priorities in a challenging, fast-paced environment
Strong analytical thinker and problem-solver; comfortable organizing and interpreting data
Approachable and humble about what you do and don't know; not afraid to ask for help
Strong written and verbal communicator with great people skills
Able to think strategically about the big picture while getting the details right, and to evolve programs based on user feedback
Have a positive, professional attitude and presence
No financial industry experience is required
If you're a recruiting agency and want to partner with us, please reach out to
**********************************
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Auto-ApplyAssociate, Corporate Development
New York, NY jobs
Information Hiring Manager: Associate Director Department: Corporate Development The Corporate Development Team ("CD") is responsible for planning and executing strategic initiatives for the Firm with a focus on driving growth and profitability. The team collaborates with senior executives and business unit leaders to identify, assess and execute high-impact projects related to M&A, capital raising (debt and equity), partnerships and new product explorations.
Position Responsibilities
The Associate will contribute to high-impact growth initiatives within the Corporate Development Team by developing financial models and delivering analyses for senior leadership.
* Building and maintaining financial models
* Preparing presentations, analyses and recommendations for senior management
* Working with internal partners and external advisors (e.g., banks, accountants, consultants and lawyers) on transformational growth initiatives
* Supporting the planning and implementation of new lines of businesses and key transactions
* Becoming an expert on Golub Capital, the direct lending sector and the asset management industry; gathering information related to market intelligence and industry trends
* Providing leverage to the Corporate Development Team
Candidate Requirements
Qualifications & Experience:
* Bachelor's degree required
* 2+ years of investment banking or corporate development experience at a top-tier investment bank or buy-side firm
* Strong quantitative, financial modeling and analytical skills required
* Financial services and / or asset management industry experience is strongly preferred
* Interest in corporate development
* High level of intellectual curiosity with a desire to develop and implement innovative solutions to sophisticated business challenges
* Strong project management skills and ability to multi-task
* Adept at interacting with senior executives, department heads and external partners
* Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Critical Competencies for Success
Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.
* Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
* Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
* Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
* Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.
The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.
* Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape. Monitors industry trends and changes and recognizes their relevancy and implications to the Firm.
* Firm and Product Knowledge: Demonstrates an understanding of the Firm's investment strategies, client base, products and investor needs, including the Firm's structure and competitive advantage in the marketplace.
* Innovation: Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology.
* Project / Program Management: Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions.
* Analytics: Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions.
* Data and Content Stewardship: Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking appropriate steps to address them. Communicates with others regarding data and content stewardship to ensure accuracy and integrity and encourages others to uphold data and content stewardship practices.
* Relationship Management: Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams.
Compensation and Benefits
For New York Only: It is expected that the base salary range for this position will be $135,000 to $150,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.
Golub Capital is an Equal Opportunity Employer.
Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.
Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.
Auto-ApplyDevelopment Coordinator
Daly City, CA jobs
Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position. Kimco Realty Corp is seeking a Development Coordinator with strong PC skills, including extremely strong knowledge of MS Word, Excel and PowerPoint (very strong graphic capabilities). Duties include coordinating meetings, developing/tracking reports of active projects on the Pipeline Report and creating and developing the Shadow Pipeline reports prior quarter end, processing consultant agreements, change orders, invoices, tracking budgets and communicating with consultants and municipalities, gathering and assembling data from multiple teams across the country, submitting travel and expense reports and special projects. Individual must be very professional on the phone, have excellent oral and written communication skills and possess great attention to detail/follow-up. Professionalism, teamwork, flexibility and multi-tasking are key success factors in this position.
Requirements:
* 5+ years of relevant work experience
* Previous experience with commercial real estate (development experience is beneficial)
* Advanced Excel skills, including v-lookup, macros, merging spreadsheets and the ability to manipulate exported reports
* Proficiency in Word (including the ability to create charts and tables), PowerPoint (ability to create strong presentations inserting charts, files and animation), and Outlook
* MRI, Crystal Reports, and NetDocs a plus
The expected salary range for this position is between $55,000 and $65,000. The actual compensation will be based on factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, market and business considerations and other factors permitted by law.
Kimco Realty is an Equal Opportunity Employer - Veteran/Disability
Auto-ApplyFID, Municipal Securities, Full Stack Developer - Associate
New York, NY jobs
Company Profile:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile:
The Fixed Income Division (FID) is comprised of Interest Rate and Currency Products, Corporate Credit, Muni Products, and Securitized Product Group. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets.
The Municipality Division is a market leader across a broad range of markets, with expertise in areas including Sales & Trading, Muni Capital Solutions, Muni Capital Markets, and Public Finance.
The Public Finance department specializes in underwriting and syndicating municipal debt offerings for some of the country's largest muni issuers.
Job Description
We're not your typical investment banking department. We help states, cities, and schools bring their big ideas to life, whether that's a new bridge, a safer road, or a high school gym that will host generations of Friday night games.
The challenge? There is over $500 billion of muni bonds issued in the United States per year, and a highly competitive industry competing to underwrite it. That's where you come in. That's where you come in. Your job is to help us supercharge our bankers so they can spend less time on routine tasks and more time getting money into the hands of the people shaping the infrastructure of tomorrow.
How? By building and deploying a full suite of applications targeted to streamline the deal and client coverage process from start to finish. You'll join a team of Strategists working with our Public Finance Bankers to give the firm a competitive advantage through automation and scale, from building innovative analytics for our clients to automating the most cumbersome junior banker tasks. The future of finance isn't decades away, it's happening right now, and you'll be building it with us. You'll work closely with bankers to find their main pain points and build to alleviate them!
Required Skills
Expert-level knowledge of full stack development, including:
React (Javascript/Typescript)
Python (Flask, Pandas)
Databases (kdb, Postgres)
CI/CD and SDLC processes (Jenkins, Git)
Build tools (Node/NPM)
WebAPIs (HTTP protocols)
Authentication mechanisms (OIDC, Kerberos)
Cloud deployment and containerization (Kubernetes, Docker)
Strong attention to detail and design, with a collaborative attitude
Beneficial Skills
Familiarity/interest in finance (muni bonds preferred)
Familiarity/interest in data science and machine learning
Mathematics through linear algebra
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $150,000 to $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyTraining and Development Coordinator
Upland, CA jobs
Job Description
Under Minimal Supervision, the Training and Development Coordinator is responsible for designing and controlling the technical process and transformative methods of the organization. The incumbent will seek to continuously improve the organization's operations to optimize efficiency and effectiveness in meeting customer requirements. The incumbent works closely with the Chief Operating Officer and the Relationship Bankers, Central Operations team, and various departments. The incumbent will coordinate with several departments to assist in the adoption, training, and solving of various problems related to Bank operations. Automation and process improvement initiatives support the Banks strategic plan to provide product and service needs to our clients. The incumbent's role is crucial to a successful customer onboarding experience.
Essential Job Duties
Implements processes to determine standards and establish quality and accountability in various departments. Provides guidance to staff on any changes to policy and procedure.
Interviews staff, developers, and third parties to create technical operational documentation for system utilization.
Ensures regulatory compliance in procedures.
Tracks missing, incomplete and incorrect documentation. Ensures proper follow up to obtain the documents and complete the clients request in a timely manner.
Provides support to Chief Operating Officer, as needed, and serves as the liaison between new accounts, Central Service Department, Branches and BSA.
Assists management team with managing projects and assist with the implementation, training, documentation, and further development of projects.
Create and update operational procedures; provides assistance and guidance to branch personnel regarding banking policies, procedures, and risk assessments.
Reports results of user feedback to help management make recommendations for support process improvement.
Assist in developing in-depth knowledge of the following operational components.
Branch Operations
Remote Deposit Anywhere (Mobile Banking)
Bill Payments (iPay)
FI Transfers
Person to Person Payments
Mobile Banking (GoDough)
Online Banking (NetTeller Back Office)
eStatements
eSign
Digital Account Opening (Online, Mobile and Branch)
Cognos Report Writing
Plus, any forthcoming new additions (Zelle, Apple Pay, Google Pay, etc.).
Be a resource and trainer to employees for new and existing processes.
Creates training programs and training materials to support banking operations.
Trains staff with the goal of creating consistent delivery through channels.
Works with the Chief Operating Officer in analyzing customer data and trends (usage data numbers) to drive product/service adoption.
Perform other duties and responsibilities as assigned.
Core Competencies
Adaptability & Accountability: Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, changes approach or method to best fit the situation and takes responsibility for own actions.
Attendance & Punctuality: Schedules time off in advance, begins working on time, keeps absences within guidelines, ensures work responsibilities are covered when absent and arrives at meetings and appointments on time.
Analytical Skills: Synthesizes complex or diverse information, collects and researches data when necessary, identifies data relationships, designs workflows and procedures, analyzes assigned tasks, resources and workflow processes to prioritize projects and determine best way of meeting deadlines and requirements.
Communication: Expresses ideas and thoughts both verbally and in written form, exhibits good listening skills and comprehension, responds well to questions, writes clearly and informatively and edits work for spelling and grammar. Presents accurate numerical data effectively.
Judgment: Displays willingness to make decisions timely, exhibits sound and accurate judgment, supports and explains reasoning for decisions, includes appropriate people in decision-making process and takes responsibility for communication including what is heard.
Teamwork / Morale: Treats others with respect and courtesy, gives and welcomes feedback, inspires the trust of others, exhibits tact and consideration, displays positive outlook and pleasant manner, offers assistance and support to co-workers, works cooperatively in group situations Engages consistently in professional behavior.
Business Ethics: Works with integrity and ethically, upholds organizational values and abides by written policies.
Compliance: Within specified functional area of authority, is personally accountable to understand and ensure regulatory and policy compliance with state and federal requirements including but not limited to: all applicable consumer protection laws and regulations governing financial institutions, the Bank's Bank Secrecy Act / Anti-Money Laundering and OFAC (BSA/AML/OFAC) in accordance with his/her respective job duties and responsibilities
Confidentiality: Maintains a high degree of confidentiality. When sending confidential electronic communications outside the internal Bank network, use [Secure] in the subject line.
Organization: Maintains continuous workflow to meet daily/weekly/monthly deadlines.
Leadership & Management: Abides by the Bank's leadership principles at all times. Reacts well under pressure. Develops subordinates' skills and encourages growth by providing candid, relevant feedback and coaching. Carries out required performance management processes and timekeeping responsibilities. Identifies disciplinary situations or employee conflict and manages communication appropriately. Assures confidential interchange with subordinates as appropriate. Demonstrates and instill in others an appropriate sense of urgency. Recruits and retains high quality team members.
Job Qualifications
Must be able to perform all the essential duties of the position satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree or equivalent experience.
Minimum 10 years' relevant work experience in banking/finance, adult education, or technical documentation.
Computer & Software Skills
Must have foundational computer skills including Microsoft Office Suite (Outlook email and calendaring) and the Internet.
Travel
Occasional local travel
Additional Information:
Min: $75,000 to Max: $85,000/annually
Development Associate
New York, NY jobs
ABOUT THE ORGANIZATION:
Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment management industry by attracting and advancing women investors, change-makers, and leaders.
GWI supports first- and second-year college students through tuition-free education programs, while also providing career advisory services, community-building initiatives, and lifelong alumni support. Our comprehensive approach focuses on fostering long-term professional development, retention, and advancement.
The GWI community is made up of thousands of investors, industry leaders, supporters, and 130 Partner firms dedicated to advancing and retaining talent. At our core are over 4,000 GWI Alumni educated and trained in just 10 years, with more than 75% staying in the industry. To learn more, visit GirlsWhoInvest.org.
ABOUT THE OPPORTUNITY:
The Development Associate plays a vital role in the organization's corporate, foundation, and partner fundraising and development operations, reporting to the Director of Development. This position will directly contribute to new business development for the organization and will manage a small portfolio of partner and foundation donors, project manage and assist with grant writing and reporting, ensure accurate and timely development operations, and support the preparation of materials for donors, partners, and the Board, among other responsibilities, to ensure the effectiveness and sustainability of the organization's fundraising efforts.
Requirements
Key Responsibilities
Fundraising
Manage a small portfolio of donors of foundations, corporations, or partners with a fundraising goal developed in conjunction with senior leadership.
Oversee day-to-day relationship management of your portfolio, including cultivating, engaging, and soliciting donors.
Participating in or leading potential donor prospect calls or meetings where appropriate.
Support foundation fundraising in conjunction with an outside vendor to draft, edit, and submit select foundation grant proposals and grant reports.
Project-manage the foundation grant portfolio in collaboration with the Director of Development and an outside vendor to maintain the calendar of upcoming grant deadlines, reporting requirements, and submission schedules.
Conduct research on prospective foundation and corporate donors.
Development Operations
Ensure donor and funder information is accurately maintained in the development database, including tracking and recording incoming funder payments.
Collect and manage data needed for development or foundation reporting and analysis, collaborating across the organization.
Support gift processing and acknowledgement processes as needed.
Contribute to the continuous improvement of development processes and systems.
Partner Engagement Support
Support development and execution of select donor engagement events.
Support the Director of Development in creating slides, pitch decks, and briefing materials for meetings with donors, Board members, and partners.
Provide administrative and logistical support for donor and stakeholder meetings.
Work with the entire Partnerships and Giving team to pitch in when needed.
ABOUT THE SUCCESSFUL CANDIDATE
The Development Associate is a highly organized, detail-oriented, and energetic professional who is able to manage multiple priorities while maintaining accuracy and timeliness. They will bring a high degree of professionalism and commitment to the team and GWI's mission.
A strong candidate would bring/be:
Three to five years of prior experience in non-profit fundraising, business development, finance, or professional services
Excellent written and verbal communication skills
Client relationship management and/or donor engagement experience required; personal experience in sales or fundraising a plus
Strong project management and problem-solving skills, and able to manage multiple priorities and demands with short lead times in a fast-paced environment
An understanding of grant writing and managing grant reporting requirements preferred
Enthusiastic self-starter with a proactive attitude
Highly responsive to funder, partner, and internal requests
Attention to detail and task-oriented; ability to set priorities and meet deadlines
High energy and passion for GWI's mission, and an interest in the financial services industry
Technology Experience:
Proficiency in Google Suite and Microsoft Excel, and PowerPoint
Experience with Salesforce or similar CRM technology strongly preferred
EDUCATION: Bachelor's degree is highly preferred.
TRAVEL: Limited travel possible. Select event attendance on evenings and weekends.
GIRLS WHO INVEST'S PRINCIPLES:
Performance: Building investment teams to drive better outcomes and create meaningful impact
Innovation: Always innovating to create the best programs for our participants and partners to help individuals stay and thrive in an evolving investment landscape
Community: Accelerating careers through the power of community and connection
Respect: Ensuring all who interact with GWI encounter an inclusive, respectful environment that welcomes each other's unique skills and perspectives
COMPENSATION: Current compensation range expected: $90,000 - $100,000 per year. The starting pay will depend on a variety of factors that may include but are not limited to experience, education, training, and certification. GWI offers a strong and competitive benefits package.
Girls Who Invest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Auto-ApplyAssociate of Corporate Development
Irvine, CA jobs
Remote with an option to go into office in Irvine
The Associate of Corporate Development will be responsible for executing and managing the M&A and Business Development objectives of MARA. This position offers an opportunity to acquire, build, finance, and monetize large-scale energy projects across the globe.
MARA is the largest, publicly traded Bitcoin miner in the world and the Corporate Development team is looking for candidates that can help deliver inorganic organic growth objectives. At its core, Bitcoin mining is an energy and capital-intensive industry so candidates should be highly knowledgeable of project development, power markets, and corporate finance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Include the following. Other duties may be assigned.
Lead execution of M&A, greenfield / brownfield development, joint ventures, and other Corporate Development transactions.
Lead KPI identification, tracking, and benchmarking for MARA and its peers.
Identify, analyze, and recommend business strategies, strategic partnerships, and investment opportunities in the energy sector.
Analyze and optimize transactions using valuation, financial, and a multitude of other modeling tools.
Support the negotiation and structuring of transactions, including debt, equity, and tax equity arrangements.
Prepare project proposals, presentations, and investment memos for internal and external stakeholders.
Develop comprehensive project plans, including feasibility studies, financial models, and risk assessments.
Lead internal training of new hires and interns, constructing team case studies, learning materials, and serving as day-to-day contact for new Finance team members.
Collaborate with other internal teams to evaluate and deliver growth opportunities.
Foster a culture of innovation, continuous improvement, and knowledge sharing within the organization to drive the successful execution of energy projects and achieve business objectives.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
Prior experience in energy investment banking or related financial roles, with a focus on power projects preferred.
Familiarity with financial analysis as it relates to power markets, project financing, debt service analysis, and regulatory assessments.
A passion for Bitcoin and a basic understanding of how Bitcoin and mining work, or the desire to learn.
Experience managing strategies, multiple partnerships, and business deals at once through all deal phases.
Intrinsic motivation and a strong entrepreneurial spirit - you take charge, solve problems, and challenge the status quo.
Demonstrated ability to analyze and evaluate projects for financial feasibility, including conducting thorough financial modeling, risk assessments, and sensitivity analyses.
Strong communication skills; verbal, written, and presentational; high attention to detail.
Integrity, empathy, curiosity, and a sense of humor.
EDUCATION and/or EXPERIENCE
Bachelor's degree from a top-tier institution (MBA preferred but not required)
3-5 years' experience in Investment Banking or Private Equity experience.
Auto-ApplyFirm Risk Management - Learning and Development (Risk Management) : Job Level - Associate
New York, NY jobs
Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, model and other risks.
Background of the Position
The Risk Chief Operating Office comprises several global teams that partner across risk areas to deliver strategic and regulatory-driven initiatives. The role will reside within Firm Risk Management's Chief Administrative Office (CAO), which covers a broad array of areas spanning talent management, budget, governance, and regulatory initiatives. The ideal candidate will possess a willingness to learn about risk management and support talent, engagement and training initiatives across FRM. This position offers an excellent opportunity for growth, providing exposure to all areas within FRM.
Primary Responsibilities
> Manage and contribute to global talent initiatives and key projects, ensuring scope, timelines, and quality control requirements are met
> Oversee FRM's training framework, develop curriculums and materials, and ehnance existing content
> Assist in strategic planning and execution of divisional engagement events for the New York metro area
> Collaborate with HR, Compliance and Risk leadership to get input and buy-in for talent programs and initiatives
> Provide support for various ad-hoc deliverables for senior management Experience
> Bachelor's degree required
> 1-5 years of work experience
> Strong written and verbal communication skills
> Ability to analyze information and strategize based off data
> Strong interpersonal and relationship-building skills
> Desire to tackle new and exciting projects with ability to adapt quickly
> Proficiency with MS Office applications (PowerPoint, Excel, Word)
> Detail oriented and able to manage competing deadlines and time pressure
> Experience with Jive a plus
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyAssociate, Practice Development
Houston, TX jobs
As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:
2025 Great Places to Work Certified
Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
Company paid parental leave
Generous time off package
Multiple benefit plans, eligibility begins on day one of employment
Culturally focused on work/life balance, mental health, and the overall wellness of our employees
Position Summary
The Associate, Practice Development will partner with the business development team to schedule prospective client meetings, create a positive first impression of DMA, and drive new clients to DMA by identifying and understanding prospective clients' needs and matching them to the applicable DMA services and solutions. This role will work with the national business development team, marketing, and other DMA business leaders to manage and grow opportunities within a designated market/region to achieve sales objectives.
Essential Duties and Responsibilities
Partner closely with practice development leaders to identify the best strategies to develop and execute opportunities to meet virtually or in-person with prospective clients
Understand DMA's business initiatives and serve as the internal champion for such initiatives
Thoroughly understand prospective clients' needs; identify and suggest DMA services/solutions to meet those needs
Develop and maintain prospective client relationships in a designated territory
Anticipate and prepare/deliver compelling responses to prospective client objections
Build and maintain a network of sources from which to identify new sales leads; proactively target large and mid-market companies via outbound calls, emails, and social media to secure virtual and in-person business meetings
Research and understand various lines of DMA business and develop relationships with key DMA personnel with assistance from business development and marketing teams
Maintain activity levels to ensure satisfaction of monthly goals
Non-Essential Duties and Responsibilities
Assist the business development team with projects and data management, as needed
Perform other duties as assigned
Education and Qualifications
Bachelor's degree required
Long-term interest in client-facing business development career
Self-motivated to consistently meet established goals
Excellent verbal and written communication skills
Persuasive communication and persistent follow-up skills
Strong organizational skills and excellent attention to detail
Advanced Microsoft Word, Outlook, and Teams experience; beginner Microsoft Excel experience
Strong listening and negotiation skills
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship.
#LI-REMOTE
#LI-AL1
The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment.
It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at *********************** or ************ and choosing selection 6.
Auto-ApplyCommunity Development & Impact Coordinator
Chandler, AZ jobs
Job Details Chandler Corporate - Chandler, AZ Full TimeDescription
Summary Objective
Coordinates the development and delivery of financial education activities within our community. Leads the credit union CDFI (Community Development Financial Institution) program. Responsible for building and developing targeted community relationships and strategic partnerships. Identifies and pursues new partnership opportunities, makes business and consumer presentations, prospects new partner relationships, grows existing partner relationships. Maintains the credit union's professional image and is responsible for identifying and coordinating CDFI member and community events.
Professionalism, discretion, confidentiality and a positive attitude are absolute essentials of the position that supports our FIRST values.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Collaborates with Organizational Development and Marketing teams to develop and execute the credit union community education/development plan in alignment with the CUs Strategic initiatives.
Coordinates with Branch Managers & Director of Branch & Member Experience to strengthen relationships with SEGs and community partners, including forming new relationships.
Leads Mad-City and similar financial education events; organizes with internal teams and community partners.
Identifies CDFI and other grant opportunities; makes recommendations to executive management.
Builds & coordinates initiatives utilizing CDFI and other grant funds that aligns with the credit union strategic plan.
Develops & facilitates credit union-based public education to local schools, SEGs and community groups.
Enhances financial wellness programs to reach members and the community.
Identifies, evaluate and maintain relationships with third-party financial education content providers and makes recommendations that boosts the financial health experience we offer members, including digital channels.
Works with partners, vendors, industry sponsors for credit union grants.
Manages financial education/community impact programs (tracking, measuring reach, engagement, attendance at events, member feedback, etc.) and provides meaningful reports monthly, quarterly and annually.
Acts as liaison to our partners as it relates to schedules, coordinated events, collaborative efforts and more.
Participates in staff meetings and attends other meetings, seminars or training and stays abreast of current credit union initiatives.
Prepares resources/tools to assist the credit union in telling our community impact story.
Promotes the credit union's contributions to the community via social media platforms utilizing photos, messaging and value proposition (in collaboration with Marketing).
Complies with all regulatory requirements including the Bank Secrecy Act (BSA).
Completes special projects and perform other duties as assigned.
Competencies
Excellent communication skills, including speaking in front of groups
Grounded in CU operations with working knowledge of products/services
Expertise in collaboration
Computer proficiency, knowledgeable in MS Office Suite and working knowledge of all member facing systems
Stress management/composure
Honesty and integrity
Teamwork
Self-starter
Reliable
Ability to professionally compose own correspondence.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical presence in the office setting is required.
Physical Demands
This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping or standing as necessary.
Position Type/Expected Hours of Work
Ability to work 40 hours; Monday - Friday. Periodic overtime may be required. Weekend and/or evening availability may be required at times.
Travel
Ability to travel to branch locations, community events, training and visit community partners is required.
Qualifications
Required Education and Experience
Associates degree or Bachelor's degree.
Two years related experience and/or training; or equivalent combination of education and experience.
Preferred Education and Experience
Previous experience with a credit union highly desirable.
Additional Eligibility Qualifications
Multi-lingual capabilities to include Spanish are a plus.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Consultant Conversion: .Net Full Stack Developer, Associate, P3
New York, NY jobs
MS Wealth Management (MSWM) Technology Morgan Stanley Wealth Management (MSWM) Technology is the global technology department responsible for the design, development, delivery and support of the technical solutions behind the products and services used by the Morgan Stanley Wealth Management (MSWM) business. The department is comprised of 10 organizations: Sales, Banking & Corporate-Client Technology, Investment Products & Markets Technology, Client Reporting, Core Processing, Private and International Wealth Management Technology, Technology Integration Office, Enterprise Infrastructure & Production Management, Capital Markets Application & Data Services, Deployment Planning & Release Management, and the Chief Operating Office.
Department Profile Wealth Managements Core Platform Services group provides horizontal services to all Wealth management Development Teams. Our mission is to provide stable and scalable infrastructure and technology solutions for entire Wealth Management. We serve as a centralized interface through which Wealth Management teams can obtain infrastructure solutions and project support by working closely with application owners throughout the SDLC process to ensure that established products/services are leveraged, and new requirements are fulfilled
Position Overview:
This position is for a Full-Stack .Net Developer for Morgan Stanley Wealth Management- SDLC Automation & Governance team at Morgan Stanley's NYC office. The SDLC Automation & Governance team is part of the Wealth Management Organization at Morgan Stanley. The team is responsible for driving the SDLC standards and guidelines across Wealth Management division. We create tools to automate the SDLC and deployment process to increase the efficiency aproductivity of the application team. We are looking for colleagues with strong sense of ownership and ability to drive solutions. The role is primarily responsible to automate the existing process and bring new ideas and innovation. And to create and maintain several UI/distributed platform/applications built using Angular, C#, REST APIs, Azure. Establish a dev enablement service group who can help building the dev practices tool to support dev interaction.
What You will do in the role:
Responsible for the overall development life cycle of the solution and manage complex projects with significant business impact
Design, code, and implement highly scalable and reliable web-based applications.
Deliver on all phases of development work from initial kick-off, technical setup, application development, and support.
Identify opportunities for adopting new technologies to solve existing needs along with designing for future challenges
Quickly generate and update proof of concepts for testing and team feedback
Embrace emerging standards while promoting best practices
Perform ongoing refactoring of code, utilizing visualization and other techniques to fast track concepts, and delivering continuous improvement
Coordinate with other teams, business and vendors as necessary.
Manage your own time, and work well both independently and as part of a team
Career management and development of junior resources
What You will bring to the role:
4 to 7 years of experience in .Net full stack development
Strong experience in developing distributed/real-time applications using C#/ .NET/.NET Core
Excellent knowledge and experience in web technologies like Angular, HTML5/CSS3, AJAX,
Gen AI, Agentic AI, MCP Server
Mongo DB, Neo4J
JavaScript, CSS framework such as Bootstrap
Strong object-oriented design and development skills
Good knowledge of Concurrency and high-volume server-side development
Experience of automated testing software (e.g. Unit testing, using frameworks, performance testing/tuning)
Ability to understand complex business processes and be able to interpret business requirements and produce functional/technical specifications
Ability to work in a structured environment utilizing source control, CI/CD, Agile methodologies, with a high focus on quality
Excellent communication, analytical, and problem-solving skills
Good to have skills
Good knowledge on Azure and Azure DevOps
Experience in Banking, investment banking or wealth management domains
Experience in working on Cloud native architecture
Education: Bachelor's/Master's Degree in Computer Science/Engineering
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $90,000 to $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyCorporate Development & Strategic Partnerships Associate
New York, NY jobs
The Corporate Development team at JP Morgan Chase is broadly responsible for strategic partnerships across the firm's consumer lines of business - including the Consumer Bank, Business Bank, Wealth Management, Card Services, Connected Commerce, Home Lending, and Auto Lending. The team sits at the heart of many of the most important business decisions at Chase and delivers partnerships that are critical to the firm's ability to execute on its core strategies and meet the needs of our customers in a rapidly changing financial services ecosystem. The Consumer, Wealth, and Home Lending team has two key functions: determining the partnership strategy for each of these businesses, and evaluating, negotiating, and executing said partnerships with external counterparties.
As an Associate on the Consumer & Community Bank Corporate Development team, you will play a key role in supporting deals that enable Consumer, Wealth, and Home Lending to scale, explore new opportunities, and deepen with consumers. You will work closely with senior executives externally and internally, including Chase's senior-most executive leaders to evaluate how the financial ecosystem is changing, assess the implications to Chase, and determine what partnerships will deliver value for Chase's customers. A strong candidate possess outstanding analytic and relationship management skills, and has a passion for consumer financial services.
**Job Responsibilities:**
+ Work cross-functionally within JPMorganChase and with external partners to identify, negotiate, and execute key partnerships that drive business results and support the business strategy
+ Develop and deliver specific partnership proposals with the business, including articulation of the overall vision, partnership economics, and execution considerations
+ Work with functional partners to develop financial business case, deal constructs, and other key terms associated with partnership (e.g., Finance, Legal, Risk, Controls, Compliance, etc.)
+ Monitor industry landscape for relevant consumer trends, insights, and competitive developments, with consideration for potential partnership opportunities; communicate findings to key business and functional partners
+ Collaborate with internal stakeholders across various functional teams to drive project execution
+ Ensure deals are executed in accordance with policies, controls, and governance practices
**Required qualifications, capabilities and skills:**
+ Bachelor's degree
+ 2+ years of experience in partnerships, strategic alliance, deal execution, or consulting
+ Strong analytical skills with the ability to structure problems, interpret and conduct analysis on complex data, and provide actionable insights
+ Project management experience in a cross-functional environment
+ Exceptional oral and written communication skills, including proficiency in designing and formatting tools to create professional presentations for senior leaders
+ Strong proficiency in Microsoft Office Word, Outlook, PowerPoint, and Excel
+ Ability to work independently and quickly adapt to new or ambiguous situations without significant assistance
+ Sense of urgency with disposition to execute and problem-solve
+ Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities
+ Strong interpersonal skills to work effectively with diverse teams
**Preferred qualifications, capabilities and skills:**
+ Financial services/banking experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
New York,NY $109,250.00 - $115,000.00 / year
Consumer & Community Bank, Corporate Development Associate
New York, NY jobs
This role provides the exciting opportunity to support all aspects of business development for Chase Strategic Investments & Chase Auto to help accelerate the growth of our auto financing business. As an Associate on the Corporate Development team, you will support strategic initiatives, evaluate investment opportunities, and drive key projects that shape the future of Chase. You will work closely with senior leaders, cross-functional teams, and external partners to deliver impactful recommendations and analyses. You will be an integral member of this Corporate Development team and will be fully involved in full life cycle of complex transactions including acquisitions, investments and partnerships.
The Corporate Development team at JP Morgan Chase is broadly responsible for all strategic partnerships at Chase across our major consumer businesses, including the Consumer Bank, Business Bank, Card Services, Home Lending, and Auto. Across these businesses, the team is responsible for digital banking and payments partnerships with FinTech's and large tech companies, merchant value and embedded benefits partnerships to strengthen the card portfolio, co-brand partnerships, and our payments network partnerships. Corporate Development is at the heart of many of the most important strategic and business decisions at Chase and these partnerships are critical to the firm's ability to execute on its core strategies and meet the needs of our customers in a rapidly changing financial services ecosystem.
Job Responsibilities:
+ Conduct financial modeling and valuation analyses for potential investments, acquisitions, partnerships and other strategic initiatives.
+ Prepare high-quality presentations and investment memos for senior management and executive leadership.
+ Support due diligence processes, including market research, competitive analysis and risk assessment.
+ Collaborate with internal stakeholders across various functional teams to drive project execution.
+ Synthesize complex information into clear, actionable insights and recommendations.
+ Conduct comprehensive data analysis to identify trends, insights, and opportunities for business growth.
+ Track industry trends, competitor activity, and emerging opportunities relevant to CCB
Required qualifications, capabilities and skills:
+ Bachelor's degree in Finance, Business, Economics or a related field.
+ 3+ years of experience in investment banking, equity research, management consulting, corporate development, private equity, venture capital or a similar analytical role
+ Excellent presentation skills and proficiency in design and formatting tools for creating professional presentations for senior leaders
+ Advanced proficiency in Microsoft PowerPoint; ability to create compelling, executive-level presentations
+ Strong financial modeling skills, including proficiency in Excel and experience with valuation techniques
+ Excellent problem-solving abilities and analytical thinking
+ Effective verbal and written communication skills; confident presenting to senior stakeholders
+ Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.
Preferred qualifications, capabilities and skills:
+ Experience in financial services, banking or auto industries
+ Exposure to M&A transactions, investments or partnership deals
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
New York,NY $109,250.00 - $115,000.00 / year
Community Development Associate (Remote)
Atlanta, GA jobs
, Inc.
Grameen America Inc. (GAI) is a nonprofit microfinance organization founded in 2008 by a Nobel Peace Prize recipient, Mohammad Yunus. Mohammad's vision is to help less fortunate women of color become entrepreneurs and financially independent by providing micro-loans, financial education, asset building through savings and credit building strategies.
Role Overview:
The Community Development Associate (CDA) is responsible for increasing the membership base through various community outreach activities, building new relationships within the community and maintaining existing ones. The CDA will also lead and manage all client-oriented meetings, which includes collection of loans, disbursements, and repayments and verifications. The CDA will need to be a strong leader with the ability to manage and build cohesive client groups, detailed, organized and the ability to multitask. The CDA would also deliver various training sessions for the members.
Recruitment:
Grow member base and spread awareness of the Grameen lending program through community outreach activities/organizing to attract and recruit new members to achieve designated membership growth targets.
Own an elevated member experience through communication by call, email, or other means to set expectations and build meaningful relationships towards a successful membership placement.
Maintain accurate documentation on all members searches and other recruiting activities.
Follow company standards and ensure high quality and productivity.
Relationship Management:
Build positive relationships with borrowers and members for membership and business growth.
Provide high level of customer service support when dealing with borrowers and members to ensure satisfaction.
Facilitate GAI Center Meetings.
Interact with borrowers and members to communicate processes and provide financial education such as how to obtain a micro-loan, understand their credit score, etc.
Resolve members concerns, issues, and questions in timely and professional manner.
Financial Methodology:
Monitor members' loan amount and related activities, including compliance with loan criteria, disbursements, collection of repayments, and reconciling daily payments.
Maintain accurate records for all transactions within center and branch (such as proper posting, compliance with required notifications, etc.).
Accurately input and track members loan payments and other relevant data in appropriate systems.
Qualifications:
Skills and Qualifications:
Proficiency in English required. Spanish a plus for some locations.
Excellent customer service skills with strong written and communication skills.
High level of integrity, punctuality, discipline, and attention to detail.
Basic logical reasoning and numeric skills.
Ability to work independently and with a team-player mentality.
Ability to work a flexible schedule from Mondays to Fridays (early mornings and evenings).
Education and Experience:
BA/BS and/or 1-3 years of work experience in a community organizing outreach, and client recruitment.
Familiarity with Microsoft Word and Excel a plus.
Knowledge in using computer, laptop, iPad, smartphone, and other similar electronic devices.
Depending on location, valid driver's license required.
We will adhere to all state and/or city COVID 19 vaccine mandate requirements.
Grameen America is an Equal Opportunity Employer (EEO). All candidates for employment will be considered without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or any other basis protected by applicable federal, state or local law.
Auto-ApplyCorporate Development Associate
New York, NY jobs
Who are we?
FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape.
Impact
You will be a core member of the Corporate Development team and play a pivotal role in shaping the future of FalconX through driving inorganic growth.
We work in a dynamic industry where things change fast. You will be a part of a fast-growing, high-impact team and constantly be challenged to keep up with a demanding, ever-changing environment. You will be able to move quickly with a lot of autonomy to get things done. Get exposure working on a global scale as well as with executives across all functions.
Role Responsibilities:
Engage in all aspects of the corporate development process, including market research, sourcing, financial modeling, due diligence, negotiation, and post-deal integration
Conduct comprehensive industry landscape analysis to identify themes and acquisition targets; effectively present findings to senior management
Conducts rigorous financial analyses including the development of operating models, valuation, and transaction impact analysis
Lead various aspects of due diligence, in partnership with cross-functional teams including product, markets, revenue, and operations, along with external vendors
Support post-acquisition integration, working cross-functionally
Lead market intelligence, cover in-depth competitor performance and perform emerging market product assessment
Requirements:
3-5+ years of investment banking, or growth/private equity
Bachelor's Degree in Finance, Economics, Mathematics, or a similarly quantitative/analytical field
Proficient in financial modeling, including various valuation methodologies
Extensive direct transaction experience
Experience communicating with senior leaders
Excellent analytical, problem-solving, and communication skills
Passion for digital assets space and shaping the future of financial services
Ability to work on ambiguous problems in a fast-paced environment
Nice-to-Haves:
An MBA degree is a plus
Direct experience in the digital asset space is a plus
Experience at a larger financial services firm
Experience integrating acquisitions is a plus
Compensation
Base pay for this role is expected to be between $102,000 - $178000 USD. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as skillset, experience, and qualifications.
Notice at Collection and Privacy Policy
Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here.
Inclusivity Statement
FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences!
As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.
FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
Auto-ApplyTencent Cloud Business Development Intern - United States
Palo Alto, CA jobs
Business UnitWhat the Role Entails
About The Company
Tencent is a leading global technology company focused on connecting people and developing innovative products and services that improve the quality of life of people around the world. Founded in 1998 and publicly traded on the Hong Kong Stock Exchange since 2004, Tencent offers a variety of products and services, including leading communication and social platforms (Weixin/WeChat), high-quality entertainment (from video games, music, TV and film, sport and literature), FinTech (WeChat Pay and QQ Wallet) and industry-leading cloud products and services.
Cloud & Smart Industries Group (CSIG) is responsible for promoting the company's cloud and industry Internet strategy. CSIG explores the interactions between users and industries to create innovative solutions for smart industries via technological advancements such as cloud, AI, and network security. While driving the digitalization of retail, medical, education, transportation and other industries, CSIG helps companies serve users in smarter ways, building a new ecosystem of intelligent industries that connect users and businesses.
Position Overview
With our strong international growth, Tencent Cloud International is now seeking passionate, driven undergraduates or graduate students eager to dive into the world of sales, learn invaluable skills, and make a real impact with a strong passion to develop. As a Sales Intern, you will work closely with our seasoned sales professionals to understand our products/services, target market, and sales techniques. You'll have the opportunity to engage in various aspects of the sales process, including prospecting, lead generation, client communication, and closing deals. Through hands-on training and guidance, you'll develop essential skills that will set you up for a successful career in sales.
Responsibilities
Conduct market research and customer insights in targeted industries
Explore and reach out new customers through different channels
Gather customer IT system and cloud usage information, assist sales team to explore opportunities.
Maintain and manage customer database and sales pipeline
Plan, align and work with Marketing team to support any outbound campaign
Craft sales pitches and assist sales team in qualifying prospects through good understanding of Tencent Cloud products and solutions
Who We Look For
Final-year undergraduates / graduate students with a vision to pursue his/her sales career in Public Cloud industry
Able to commit at least 6-month full-time/part-time internship
Bright and adaptable; passionate and entrepreneurial
Location State(s)
US-California-Los Angeles, US-California-Palo AltoThe expected base pay range for this position in the location(s) listed above is $23.38 to $40.39 per hour. Actual pay may vary depending on job-related knowledge, skills, and experience. This position will be eligible for 1 hour of paid sick leave for every 30 hours worked and up to 13 paid holidays throughout the calendar year. Subject to the terms and conditions of the applicable plans then in effect, full-time interns are also eligible to enroll in the Company-sponsored medical plan.Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
Auto-Apply