Appraisal Review Manager - Residential - UT, CO, TX, AZ, NV
National Bank of Arizona job in Denver, CO
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
The Appraisal Review Manager selected for this opportunity will be working within Real Estate Technical Services to support daily operations across multiple teams. This dynamic position will require the successful candidate to be comfortable with change, development of new skills, and consistently being self-driven to balance multiple responsibilities simultaneously within prescribed deadlines. This role will report to the new Enterprise Technology Center in Midvale, UT.
Responsibilities:
* The Appraisal Review Manager is responsible for the residential appraisal review area and serves as liaison, efficiency expert and problem-solver between loan production and the residential Appraisal Review Department.
* Participates in the automation of the appraisal procurement, review, scoring and system monitoring process to ensure industry "best practices" and provide a competitive advantage.
* Manages the daily operations, focusing on increasing reliability, accuracy and efficiencies relating to procurement and review of residential real estate appraisals for consumer and mortgage lending, across all regions.
* May be required to perform appraisal reviews.
* Develops, administers, and manages the training of the appraisal review specialists, for both direct reports and applicable bank staff.
* Manages the consumer and mortgage lending "appraisal dispute" function for consumer and mortgage lending customers.
* Resolves appraisal disputes and appraiser or client complaints, as necessary.
* Performs project management leadership functions as a project manager or team member, as needed.
* May be responsible to drive process improvement initiatives, including gathering and documenting business requirements.
* Strong project management experience and data analytics proficiency preferred.
* Possesses proficiency in MS Office, as well as experience in Power BI, Power Apps, Power Automate, and TEAMS. Proficiency in SQL and Python, preferred.
* Assists in all phases of third-party supplier risk management life cycle for valuation services vendors.
* Keeps abreast of industry knowledge and regulations pertaining to appraisal methodology and secondary mortgage market policies and procedures to ensure both regulatory and investor compliance.
* Provides oversight to executive management by developing and providing various departmental reports, as necessary, to department management.
* Facilitates the efficient integration of all applicable operating systems.
* Responsible to ensure compliance with bank policies, federal regulations and USPAP standards.
* Ensures that appraisals are consistent with regulations.
* Responsible for interpreting and implementing current regulations.
* May also order appraisals to control costs, ensure independence between loan and appraisal departments and give proper instructions for the appraisers.
* Responsible for hiring, transfers, terminations, and performance evaluations.
* Other duties as assigned.
Qualifications:
* Requires a bachelor's degree in business, finance, or related fields,
* 6+ years of directly related appraisal, credit, or financial analysis or equivalent.
* Management experience required. Management experience at a federally regulated institution preferred.
* Certified Residential Appraiser license required at a minimum.
* Professional appraisal association designation preferred.
* Requires advanced knowledge of appraisals, appraisal practices, principles, applications, and methods.
* Advanced knowledge of audit procedures, legal and regulatory requirements.
* Must possess applicable appraisal licensing, valuation experience and requisite mortgage and consumer lending knowledge to facilitate the efficient integration of all applicable operating systems.
* Must have strong management, client relations and communication skills, both written and verbal.
* Must possess advanced analysis and problem-solving skills.
* Ability to work with internal and external clients.
* This position is eligible to earn a base salary in the range of $115,000 to $145,000 annually depending on job-related factors such as level of experience and location
* Work Location:
This position can be located at one of our headquarters in the following locations:
* Phoenix, AZ
* Denver, CO
* Las Vegas, NV
* Houston, TX
* Midvale, UT
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Senior Brand Content Strategist- High Net Worth
Tempe, AZ job
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants.
We're seeking a Sr. Brand Content Strategist to lead omnichannel content strategies for our high net worth (HNW) investor business segment. This role requires a deep understanding of brand content, marketing and communications tailored to the financial services industry, particularly for investors who have a high net worth and high total investable assets. The right person should be highly familiar with the products and services that align with this target client's interests. This team player will develop strategies that ensure brand differentiation, relevance, and resonance for our HNW investor audiences. The ideal candidate is a strategic thinker with a passion for storytelling, a deep understanding of premium wealth management services, and the ability to translate complex ideas into impactful brand narratives that contribute to quantifiable commercial value for clients and prospects.
What you'll do...
● Lead the creation and execution of clear messages, creative communication plans and campaign ideas for HNW investors, in partnership with agencies and other firm stakeholders.
● Partner with senior firm leaders and matrixed teams to bring our differentiated brand to life through targeted content and client materials.
● Serve as a bridge and translator between product/service/wealth management/business segment teams and content marketing strategy and execution.
● Provide strategic direction for content and campaigns, ensuring alignment with our enterprise-wide content strategy and HNW brand voice.
● Coach and partner with others to develop messaging strategies and ensure consistency across all communications (owned, shared, paid is focus; partner with adjacent team on earned media).
● Utilize data and insights to drive content strategy and inform proactive discussions around audience needs in the high net worth segment
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $99200
Hiring Maximum: $168900
Read More About Job Overview
Skills/Requirements
What you'll need...
Bachelor's Degree in marketing, communications or similar major
10+ years of experience in marketing communications, preferably in the financial services sector
Communication/Messaging Strategy aligned to brand standards and guidance
Content Development and content marketing
Go-to-Market/Integrated Marketing Strategy
Content Intelligence/ Analytics/Measuring Effectiveness
Omnichannel Management
High degree of personal initiative and critical thinking
Creative thinking and seasoned judgment
Ability to influence and make effective decisions; create consensus among team
Deep understanding of financial services, particularly products and services preferred by high net worth and affluent investors
Experience in developing content strategies for various communication channels, including social media, websites, email, direct mail, events and digital media
Proven track record of navigating complex environments and working effectively in team-based or matrix environments
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Vice President, Associate General Counsel
Greenwood Village, CO job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
Asset Management Risk Manager
Westlake, TX job
Job Description:The Role
The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
5+ years of relevant work experience in the financial industry, crypto experience preferred
Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Executive level presentation skills required
Project management experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Foundational understanding of blockchain technology
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $80,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Portfolio Consultant
Tempe, AZ job
Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants.
Team Overview:
High Net Worth Consultation partners directly with advisors and clients to deliver tailored and actionable investment advice, planning, products, and services required to meet our client's most important wealth management needs and goals. Through robust collaboration and detailed analyses, the team develops and guides the implementation strategy of customized portfolio solutions connecting goals outlined in a client's financial plan to investment strategy.
What You Will Do
As a Portfolio Consultant you will:
Partner with and support branch teams as Home Office investment specialist to deliver the high-quality Advice, Planning, Products, and Services (APPS) required to meet our client's wealth management needs.
Independently and consistently provide the right level of consultative support across the client journey based on client segment (Core, HNW) and unique situation across our various service models - from the creation of tailored investment advice and strategies to the portfolio analysis, construction, and implementation needed to bring a financial plan to life - to drive the right outcomes and experiences.
Support financial advisors with moderately complex client investment portfolio scenarios to deliver more personalized, tax-efficient, and robust portfolio construction and portfolio transition advice (i.e., asset allocation, tax minimization, optimal investments, asset location), in alignment with firm advice and guidance.
Provide tailored, dedicated, and ongoing advanced level case management support to meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferences.
Actively contribute to key initiatives/projects within the WMC department and across the WMAS division, in collaboration with internal/external stakeholders, that enables the firm's evolution to deliver strong goals-based advice, financial planning, and asset management services.
Work in partnership with WMC internal stakeholder groups to identify opportunities and/or recommend value add enhancements to current workflow processes.
Manage branch team/client escalations and direct resources to achieve the right results.
Have strong understanding of industry trends, competitors, and regulatory changes - assess how these themes impact our fee-based program offerings (Core Wealth, Signature Experience), the implementation of firm advice and guidance, and the ability to deliver the personalization sought by current and prospective clients.
Achieve results through others, by helping to train and onboard newer associates on the team and across WMC department.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $99200
Hiring Maximum: $168900
Read More About Job Overview
Skills/Requirements
What Experience You Need;
Bachelors degree required
FINRA Series 7 and 66 required (preferred) or acquired within 6 months of hire
CFA designation (or progress towards) consistent with firm policy
5 years of Financial Services experience
Strong technical aptitude, analytical and critical skills
Advanced subject matter expertise on economic, investment, and portfolio management strategies and concepts.
Advanced written, verbal, and presentation communication skills with the ability to provide concise, relevant market commentary and periodically explain complex investment terms/concepts directly to clients.
What Could Set You Apart:
3+ years of relevant portfolio management, portfolio construction, and/or investment consultation experience strongly preferred.
Finance background and/or advanced degree preferred.
Proficiency in Microsoft Excel, databases, and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet).
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Principal Search Engineer (Solr/OpenSearch)
Westlake, TX job
The Role:
Our teams build and contribute to Fidelity's digital presence. As a Principal Search Engineer on the Search Platform team, you will play a key role in designing, developing, and optimizing our search and content discovery platform, supporting millions of customer requests. You will be responsible for implementing and enhancing hybrid search solutions, and leveraging AI/ML techniques to improve search relevance and user experience. Your role will include building, managing, and automating cloud infrastructure to ensure robust, high-performance search capabilities for both internal associates and customers. You'll collaborate with cross-functional teams to deliver innovative search solutions, contribute ideas for product enhancements, and continually develop your technical skills in a fast-paced, team-oriented environment.
The Expertise You Have:
Deep expertise in implementing, configuring, and tuning enterprise-grade search solutions using Solr (preferred); experience with OpenSearch is a plus.
Comprehensive knowledge of information retrieval principles, including both classic approaches (such as TF-IDF, BM25) and advanced neural search techniques (like vector embeddings and transformer-based models).
Proficiency in container technologies, especially Kubernetes (AWS EKS preferred) and Docker.
Solid understanding of the software development and delivery lifecycle for large-scale systems.
Ability to design and implement automation and infrastructure solutions using languages such as Python, Groovy, Shell, and NodeJS.
Experience with build tools and package managers (helm, maven, npm, pip, etc.).
Familiarity with observability, monitoring, and logging tools such as Datadog, Splunk, or other OpenTelemetry/APM tools.
Experience troubleshooting and resolving complex CI/CD pipelines, release issues, and multi-component system environments.
Education / Certifications:
Advanced degree in Computer Science or a related field, or equivalent professional experience.
The Skills You Bring:
Proven ability to lead technical efforts from conception through production deployment.
Skill in translating business needs into scalable, effective search solutions.
Ability to work collaboratively across organizations and drive successful outcomes.
Passion and aptitude for learning new technologies and approaches, especially in the search and AI/ML space.
Comfort operating in a polyglot development environment.
Excellent verbal and written communication skills
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Manager, Digital Assets Shareholder Reporting
Westlake, TX job
The Role
Digital Assets Shareholder Reporting is GROWING at Fidelity!
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies?
As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s).
This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success!
Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures.
The Expertise and Skills You Bring
Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
Demonstrated success in leading teams to perform at their best for our Senior Manager role
Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus
Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies
In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements
Advanced excel skills and experience translating accounting data into financial statement presentation
Ability to lead independently and in an operations-focused, fast paced team environment
Strong working knowledge of project and relationship management
Excellent written and verbal communication skills and strong presentation capability
MBA or CPA preferred for the Manager and Senior Manager roles.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success!
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Spa Lead Guest Services Coordinator
San Francisco, CA job
Compensation Type: Hourly Highgate Hotels:
Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.
With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value.
With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. ****************
Location:
Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer.
Overview:
The Lead Spa Guest Services Coordinator oversees daily spa front desk operations, membership services, and guest-facing functions to ensure an exceptional, seamless, and luxurious experience. This leadership role supports the Spa Management Team by supervising the Guest Services team, optimizing reservations, managing member relations, and ensuring elevated service standards. The Lead Coordinator also serves as Manager on Duty (MOD) as assigned, ensuring smooth operations, guest satisfaction, and staff support.
Responsibilities:
• Provide warm, sophisticated, and anticipatory service to all spa guests and members.
• Handle guest concerns professionally, resolving issues promptly and thoughtfully.
• Oversee VIP arrangements, personalization, and special requests.
• Ensure guest preferences are accurately captured and communicated to therapists and attendants.
• Maintain a calm, beautifully presented front-of-house environment.
• Serve as the primary point of contact for spa members, ensuring a high-touch, relationship-driven experience.
• Manage new member onboarding, including orientations, benefits explanations, paperwork, and welcome experiences.
• Track member usage, preferences, service frequency, and feedback to enhance long-term retention.
• Oversee member billing, renewals, holds, cancellations, and benefit fulfillment.
• Support member-only events, promotions, and exclusive spa access periods.
• Ensure all membership information is accurate, confidential, and up to date.
• Monitor member amenities, lockers, and personalized touches to ensure consistency with luxury standards.
• Lead the daily operations of the guest services desk, ensuring accuracy and elevated hospitality.
• Optimize treatment scheduling to enhance therapist productivity and guest satisfaction.
• Oversee communications, bookings, confirmations, modifications, and group reservations.
• Ensure accuracy in check-ins, check-outs, payments, and recordkeeping.
• Maintain polished execution of opening and closing procedures.
• Act as the on-site leader in the absence of the Spa Manager or Director.
• Oversee all spa operations during assigned MOD shifts, including front desk, locker rooms, treatment flow, and guest interactions.
• Support attendants and therapists with coverage decisions, scheduling adjustments, and service recovery.
• Handle escalated guest concerns with discretion and professionalism.
• Perform facility walkthroughs to ensure cleanliness, ambiance, safety, and readiness.
• Communicate all operational notes and incidents in detailed MOD reports to leadership.
• Assist with emergency procedures, safety compliance, and coordination with other departments.
• Train and mentor new Spa Receptionists in luxury service, systems use, and spa protocol.
• Provide ongoing coaching and feedback to support performance and professional growth.
• Lead daily shift briefings and ensure consistent communication across teams.
• Assist with onboarding of new hires.
• Recommend treatments, enhancements, retail products, and memberships to support revenue goals.
• Ensure retail areas are beautifully presented, organized, and fully stocked.
• Participate in inventory counts, restocking, and reporting.
• Monitor booking patterns to identify opportunities for upselling and revenue optimization.
• Liaise with therapists, attendants, food and beverage, housekeeping, and engineering to maintain flawless operational flow.
• Manage late arrivals, no-shows, and schedule adjustments professionally and consistently.
• Ensure compliance with safety guidelines, spa SOPs, and brand standards.
• Assist with events, promotions, and seasonal activations.
• Handle payment processing, cash-handling, and reporting with accuracy and integrity.
• Maintain confidentiality of all guest and member information.
• Review daily revenue, productivity, and booking reports.
• Assist the Spa Management Team with administrative tasks as needed.
Qualifications:
• 1-2+ years of luxury spa, retail, hospitality front desk, or concierge experience.
• Previous supervisory or lead experience highly preferred.
• Proficiency with spa software (SpaSoft, Book4Time, Mindbody, or similar).
• Strong communication, organization, and multitasking abilities.
• Professional, polished demeanor with excellent service intuition.
• Availability for evening, weekend, and holiday shifts.
• Warm, gracious, and naturally service-oriented.
• Confident leader with strong coaching abilities.
• Highly organized, proactive, and solution-focused.
• Calm under pressure with a luxury-service mindset.
• Committed to maintaining a serene, elevated guest environment.
Security Solution Architect
Tempe, AZ job
You could say we're at the center of the center. Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 12-Dec-2025. The posting may close early due to the volume of applicants.
Overview:
Edward Jones is seeking a Security Architect to support our digital transformation by embedding security into solution architecture. This role will help drive business agility, scalability, and resilience across on-premises and cloud environments.
What You'll Do:
The Security Architect will be responsible for embedding with solution architecture teams supporting the business portfolio to represent Information Systems security policies, standards, and requirements.
Collaborate with solution architects, product owners, and engineering teams to ensure security requirements are understood and implemented early in the design process.
Advocate for a security-by-design approach in cloud and digital transformation initiatives.
Review and recommend architecture to ensure security controls are embedded into designs and patterns, as well as supporting scalability, reliability, and compliance.
Contribute to security patterns, guidelines, and reusable artifacts to support secure-by-design practices across teams.
Provide guidance on technology selection and operational processes for running systems in a cloud environment.
Participate in proof-of-concept efforts for new SaaS and IaaS applications to represent security requirements.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $117000
Hiring Maximum: $199300
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
What Experience You'll Need:
Minimum 8 years' experience in cybersecurity as a practitioner.
Experience designing secure architectures for cloud and on-premises solutions.
Excellent communication and interpersonal skills; able to build trust and credibility across technical and business teams.
Must be able to present effectively to multiple audiences including firm-wide business units, senior leaders, associates, and external vendors.
Ability to translate security requirements into actionable guidance for technical and non-technical stakeholders.
Experience developing and applying cloud security policies and procedures.
Familiarity with security frameworks and standards (e.g., NIST, CIS, ISO 27001).
What Could Set You Apart:
Hands-on experience and subject matter expertise with Microsoft Azure.
Working knowledge across infrastructure and application domains, including networking, storage, operating systems, identity and access management (IAM), privileged access management (PAM), single sign-on (SSO), encryption standards, and vendor engagement.
Technology background in the financial sector.
Experience promoting secure-by-design principles in agile or DevOps environments.
Understanding of various regulatory requirements and laws such as Financial Industry Regulatory Authority (FINRA) and New York Codes Rules and Regulations (NYCRR).
Microsoft Architect certifications, ISC2 certifications, SANS certifications.
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Director, Architecture
Westlake, TX job
Director, Data Architect
Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities.
The Expertise and Skills You Bring
Education - BS or MS required
Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications
Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy
Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality
Ability to evaluate, prototype and recommend emerging data technologies and platforms
Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS
Experience architecting large complex systems with large volume and high-performance requirements
Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling
Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike
Expertise in programming languages such as SQL and Python, Java a plus
ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic
Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies
Analytical reporting experience, preferably Snowflake and PowerBI
Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective
The base salary range for this position is $126,000-255,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Databricks Platform Engineer
Tempe, AZ job
Innovate here. And see your ideas come to life. It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants.
About the Opportunity
Are you passionate about enabling advanced analytics, data science, and AI? Do you thrive at the intersection of cloud engineering and transformative business initiatives? If so, the Data Platform Engineering team is seeking an experienced Databricks Platform Engineer to help drive our enterprise data modernization strategy. This unique opportunity positions you at the forefront of our mission to accelerate advanced analytics, data science, and machine learning across the enterprise by building, managing, and evolving our Databricks platform on Azure.
As a Databricks Platform Engineer, you will architect, implement, and optimize our Azure Databricks environment, supporting mission-critical analytics projects across multiple business units. You'll directly enable high-value initiatives while enhancing platform reliability, scalability, and governance. You will collaborate with data engineering, data science, analytics, and application teams to empower business innovation, drive technical excellence, and support key transformation initiatives.
What you will do:
Platform Architecture & Management: Design, implement, and manage scalable, secure Databricks platforms including workspace/cluster provisioning, lifecycle management, and resource optimization using Delta Lake and Photon to ensure performance, reliability, and cost efficiency.
Infrastructure Automation & Monitoring: Automate provisioning and deployment using Terraform, GitLab CI/CD, and scripting (Python, Bash, PowerShell) while building observability dashboards to monitor platform health, performance, and costs.
Security & Governance: Implement and enforce security policies, access controls, and compliance requirements using Unity Catalog and Databricks security features to maintain enterprise-grade data protection.
Collaboration & Troubleshooting: Partner with data scientists, ML engineers, and product teams to deploy data pipelines and analytical services while resolving cluster configuration issues, job failures, and performance bottlenecks.
Platform Innovation & Support: Evaluate and adopt emerging Databricks capabilities, document architecture and best practices, mentor junior engineers, and participate in on-call rotation for rapid incident response and platform stability.
You will also participate in the Databricks platform on-call support rotation, providing expert assistance and rapid response for high-priority incidents, escalations, and critical service interruptions. This is a vital component of our commitment to platform stability and end-user success.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $99200
Hiring Maximum: $168900
Read More About Job Overview
Skills/Requirements
Position Requirements:
What experience you will need:
Bachelor's degree in Computer Science, Information Systems or another applicable field is preferred
5+ years of experience in Systems Administration
Minimum 3 years hands-on experience designing, deploying, managing, and supporting Azure Databricks, Azure Data Lake Storage (ADLS), and related data solutions as a Platform Engineer/Administrator, with deep knowledge of Azure cloud infrastructure, resource management, security, and networking.
Proficiency in automation and scripting tools including Terraform (IaC), Azure CLI, Databricks CLI, PowerShell, Python, REST API, and SQL for infrastructure provisioning, deployment, and platform management.
CI/CD and version control expertise with Git, GitHub Actions, and related tools to automate data and infrastructure workflows, ensuring reliable and repeatable deployment processes.
Preferred experience in performance tuning and optimization of Azure ADLS and Databricks clusters, cost optimization strategies, and familiarity with data ingestion tools (Qlik Replicate, Apache Kafka, Matillion ELT, Snowflake).
Agile development experience working collaboratively in cross-functional product teams with exposure to iterative development practices and modern collaboration frameworks.
Excellent communication skills with the ability to articulate complex system designs, architectural patterns, and technical solutions clearly to stakeholders across all levels of leadership, from technical teams to executives.
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Machine Operator
Hutchinson, MN job
Job Title: Machine Operator We offer:
Competitive pay starting at $21.16/hour with the potential to reach $29.91/hour.
After 6 months, you will automatically get $2.00/hr. increase
Shift Differentials are included for 3 rd & 2 nd Shifts as follows:
3 rd $2.00/hr.
2 nd $ 0.75/hr.
Medical, vision, dental, and life insurance starting on your first day.
401k with generous company match
Up to three weeks paid vacation in your first year.
Twelve (12) company holidays
Employee assistance program and medical support
Opportunities for advancement
The Impact You'll Make in this Role
As a Machine Operator, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world.
Operating automated assembly machines to pack out products
Maintaining quality standards and safety standards
Utilizing 3M Computer systems to track production and packaging cycles
Maintaining communication with production coworkers and supervisors regarding production performance
***Applicants meeting the basic qualifications above may be required to take and pass 3M elected testing as a part of the selection process.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess a High School Diploma / GED or higher (completed prior to start)
Work Rotating Shifts, Overtime, Extended Hours, Weekends, Holidays as needed, and short notice shift coverage
Additional qualifications that could help you succeed even further in this role include:
Basic computer knowledge
Experience in agriculture/farming and/or mechanics
Work location:
Hutchinson, MN
Travel: Does not include travel
Relocation Assistance: Is not Authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
The starting rate of pay for this position is $21.16, with the potential to reach $29.91. This targeted compensation range represents a good faith estimate and can vary based on factors including, but not limited to, job-related knowledge, skills, and experience. Other benefits and incentives may apply; pay and benefits overview: This information is being disclosed in accordance with local Pay Transparency Rules.
#INPROD
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Director, Asset Management Risk
Westlake, TX job
Job Description:The Role
The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
12+ years of relevant work experience in the financial industry
Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Strong understanding of blockchain technology.
Executive level presentation skills required
Project management and/or consultative experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Promote a culture of experimentation to ensure continuously learning
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk Organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Vice President, Associate General Counsel
Westlake, TX job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
Technology Account Executive | Uncapped Commission!
South Gate, CA job
Technology Account Executive
Pay: $69,000 to $80,000/year plus uncapped commission
Experience: Previous experience in a technology "hunting" sales position, including prospecting for new business required; previous experience working in a service industry OR staffing industry is a plus!
Type: Full-time; Direct Hire
Schedule: Monday - Friday
Conde Group is seeking a Technology Account Executive to join a growing and dynamic team!
Job Description:
Conduct a high volume of selling company services
Strategically allocate your time to activities that will best accomplish set goals
Conduct effective discovery meetings with clients that uncover pain points
Formally present/pitch/propose services as solutions to established problems
Maintain accurate data and notes in a CRM or other similar database
Negotiate contracts to maximize long-term and immediate value
Forecast closed deals (sales, recruiting, etc.)
Educate users, clients, and prospects about services, providing relevant and accurate information
Position Requirements:
Effective communication skills with people at all levels of an organization
Documented success selling to technology leaders
Ability to build relationships and accomplish many detail-oriented tasks simultaneously
Conduct sound business decisions analytically in a fast-paced environment
Excellent follow-through skills and time management
Able to work independently and in a team environment
Possess excellent phone sales skills with a strong sense of urgency
Ability to take feedback from managers and peers as a learning experience
Conde Group is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Project Mananger
Sacramento, CA job
🚀 We're hiring a Project Manager to take ownership of high-impact hotel renovation projects - starting with a flagship project in Sacramento.
🛠️ Project Manager (Construction) - Sacramento, CA | Full-Time
VISTA Investments is seeking an experienced Project Manager (Construction) to lead renovation and construction projects within our growing hospitality portfolio. You will first lead a flagship renovation project in Sacramento and subsequently manage projects across our wider hotel portfolio.
We are a vertically integrated hospitality company specializing in hotel ownership, development, renovation, and management. Our teams collaborate across design, construction oversight, operations, and project execution - allowing us to deliver efficient, design-forward hospitality assets.
🧭 Key Responsibilities
Lead and manage renovation and construction projects for hotel properties, starting with a flagship project in Sacramento.
Oversee contractors, subcontractors, schedules, budgets, RFIs, change orders, and construction documentation.
Coordinate with architects, engineers, designers, brand representatives, and ownership groups.
Ensure compliance with building codes, safety regulations, brand standards, and project specifications.
Conduct site visits, monitor progress, and proactively resolve delays or issues.
Own project budgets, schedules, cost reporting, and vendor invoicing.
Maintain clear communication across all project stakeholders.
Deliver projects efficiently while minimizing disruption to hotel operations when applicable.
🎯 What We Are Looking For
5+ years of experience in construction project management (hospitality renovation strongly preferred).
Solid background in renovation projects, ideally hotels or commercial interiors.
Proven ability to manage contractors, budgets, and multiple projects simultaneously.
Experience working with architects, engineers, city inspectors, and permitting authorities.
Strong understanding of construction sequencing, cost control, and safety processes.
Excellent communication and leadership skills.
Ability to travel to project sites as needed.
Bachelor's degree in Construction Management, Engineering, Architecture, or a related field (preferred).
🌟 Why Join Us
Lead a high-impact flagship renovation project in Sacramento.
Fast-paced, collaborative environment with direct exposure to senior leadership.
Stability of an established hospitality investment and development group.
Competitive compensation package
Potential for career progression and ongoing project growth across the West Coast.
If you are a construction professional looking to take ownership of meaningful hotel renovation projects, we would love to hear from you.
📩 Apply directly or reach out via LinkedIn message for a confidential conversation.
#hiring #constructionjobs #projectmanager #sacramentojobs #hotelrenovation #constructionmanagement #hospitalitydevelopment #westcoastjobs
Underwriter
San Jose, CA job
Salary Range:$90,000.00 To $150,000.00 Annually
With minimum supervision, provides direct support to Loan Officers to develop and analyze all relevant credit information pertaining to more complex commercial and business loans. Prepares or assists in the preparation of, Credit Authorizations in accordance with Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects.
PRIMARY FUNCTIONS
Interacts directly with loan officers and customers/prospects regarding commercial business loans.
Prepares accurate financial statement spreadsheets and debt service analysis derived from business and personal financial statements and tax returns.
Prepares accurate Credit Authorization's in conjunction with loan officers and presents a complete and thorough analysis of existing and potential borrowers.
Recognize and act on customer prospects, cross sell opportunities with existing customers.
Make proper referral of loan opportunities to lending personnel.
Interacts independently, without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis.
Assists in the accurate determination of a borrower's debt service capacity in conformity to the type of credit analyzed.
Reviews loan agreement covenants for verification of the compliance thereto.
Accurately prepares financial projections as required.
Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process.
Collects industry information relevant to existing and proposed borrowers using internal & external sources.
Consult with the President, Chief Credit Officer, Credit Administration Officers, and other Loan Officers, on credit structure, pricing, collateral and other credit consideration issues.
Gather information from the Bank's LAS system to compute lending liability to the Bank.
Conducts trade and reference checks on customers/prospects.
Review documentation to ensure compliance with Bank policy and procedures.
Performs special projects as designated by the Credit Administration.
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 accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE:
Bachelor's degree (B. A.) from four-year college or university; or 5+ years related experience and/or training; or equivalent combination of education and experience.
Knowledge of:
Basic knowledge and training in financial statements and tax return analysis typically from a combination of education in accounting, financial and/or credit analysis.
Intermediate proficiency with Microsoft Office Suite (Word,Excel, PowerPoint, Outlook, Teams). Working knowledge of Abrigo a plus.
Strong understanding of all related State and Federal lending regulations and Bank policies and procedures.
Advanced knowledge of commercial, C&I, commercial real estate policies, practices and procedures.
Abilities:
Possess strong sales and marketing ability to sell Bank Services.
Manage priorities to ensure effective accomplishment of objectives.
Handle high volume of workflow from various sources.
Plan, organize and prioritize tasks to meet deadlines.
Lead and motivate employees to complete tasks in accordance with established standards.
Analyze and solve work problems.
Follow oral or written instructions.
Communicate effectively with co-workers, consultants, regulators, and other parties.
Prepare clear and concise reports and other documentation and correspondence.
Commercial Credit Analyst II
Plano, TX job
ABOUT THE ROLE
CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Commercial Credit Analyst II to help grow our Commercial Lending Department. This in-person role is in our Plano, TX office. The Commercial Credit Analyst II will complete financial analysis for floorplan lines, floorplan buyouts and other commercial lending, including real estate and revolving lines of credit.
ESSENTIAL DUTIES & RESPONSIBILITIES
Underwriting commercial loan requests for new and existing relationships by analyzing the financial condition utilizing financial statements, tax returns, CPA statements, bank statements, and other necessary documentation
Cash flow analysis and pro forma forecasting and scaling
Full understanding of entity legal ownership structure and ability to provide clear, concise explanation of them
Ensure appropriate security instruments are recommended based on risk profile and ownership structure
Present recommendation, details and financial analysis to the appropriate authority level
Ownership of UCC process (filing, search and notification) to ensure properly perfected
Timely communication to stakeholders (Dealer, Manufacturer, Sales and Management) through the process
Obtain answers to any questions regarding financials, credit line requests, structure, and other relevant factors
Maintain a stakeholder focus throughout the underwriting process, exceeding service level commitments
Prepare legal documents and follow up to ensure necessary documentation is received
Final review of loan documentation and audit prior to loan funding
Periodic account reviews and maintenance
Support the development of junior analysts by sharing knowledge, answering questions, and modeling effective credit analysis techniques
Assist in training new team members, helping them understand tools, processes, and credit policies
Provide coverage during team absences to maintain workflow continuity
Join complex credit reviews to build subject matter expertise
Contribute to a collaborative team by offering peer-to-peer feedback and promoting open communication
Participate in complex credit reviews alongside senior analysts, gradually building subject matter expertise.
Complete ad hoc projects as needed
POSITION REQUIREMENTS, CAPABILITIES & SKILLS
Superior analytical skills
Excellent verbal and written communication skills
Outstanding organizational and project management skills
Advanced interpersonal skills to collaborate with stakeholders
Strong work ethic with an ability to meet deadlines while multi-tasking
Ability to identify and resolve problems in a timely manner
Willingness to learn and grow in a fast-paced environment
Effective decision-making, customer service and problem-solving skills
Strong attention to detail and accuracy
Ability to work effectively in a team environment
MINIMUM QUALIFICATIONS
BA/BS degree required in Finance, Accounting, or Business
14+ months of Manufactured Housing Commercial lending experience OR
2+ years of experience in commercial credit, structuring, and financial statement analysis, banking, finance, and/or loan servicing
Intermediate to advanced MS Office skills in Excel, Word and PowerPoint
WE OFFER
Competitive Salary
Medical/Dental/Vision Insurance
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
SAP Operation Support Engineer
Hayward, CA job
Source One is a consulting services company and we're currently looking for the following individual to work as an on-site consultant to an autonomous vehicle (AV) ride-sharing company in Hayward, CA.
Title: SAP Operation Support Engineer (Contract)
Pay Rate: $87.25/hr (W-2)
Summary: Our client is seeking an SAP Operation Support Engineer to support SAP S/4, key Base Operations systems, and broader IT infrastructure initiatives. This role focuses on SAP data accuracy, system configuration, operational improvements, and cross-functional collaboration to enhance vehicle and production operations. You will also assist with analytics tools, documentation systems, and general IT application support. The ideal candidate is detail-oriented, proactive, and experienced in SAP S/4 and system operations, with strong communication skills and the ability to manage complex data and processes in a fast-paced environment.
Key Responsibilities :
SAP Support & Data Management
- Serve as the SAP data steward: maintain vehicle lists, equipment structures, work centers, measuring points, counters, task lists, maintenance plans, and catalog codes.
- Partner with the Business Applications team on As-Maintained BOM cleanup and resolving data inaccuracies.
- Provide configuration management support in SAP for Base Operations ahead of key milestones.
- Lead SAP improvement and automation initiatives and evaluate user experience to drive usability enhancements.
- Act as the primary SAP subject-matter expert, handling troubleshooting, maintenance, and user support.
- Work with internal training teams to create module-specific SAP training for BaseOps users.
Systems, Infrastructure & IT Application Support
- Provide general IT application support for Base Operations systems and advocate operational needs with Corporate IT.
- Lead IT infrastructure and application improvement projects informed by data insights and user feedback.
- Support development, maintenance, and operations of technical publications tools, release software, and customer-facing documentation systems.
- Improve documentation review workflows in partnership with the BaseOps documentation team.
- Support development and use of analytics tools, dashboards, and reporting frameworks to improve operational efficiency.
- Conduct data auditing and compliance activities to ensure accuracy, governance, and system reliability.
- Communicate project progress, milestones, and outcomes to internal and external partners.
Daily Focus :
- Manage SAP data accuracy and system improvement projects in close collaboration with Business Applications, Program Management, Strategic Operations, Data Science, Fleet Support, and Engineering.
- Monitor and support BaseOps systems and infrastructure, lead software/hardware rollouts, deliver training, troubleshoot issues, and contribute to overall system architecture.
- Provide support for SAP S/4, SAP MES, and other IT systems; contribute to operational tools and processes that improve fleet and production uptime.
- As needed, support website development and maintenance of operational databases and dashboards.
Qualifications :
- B.S. in Information Technology or an equivalent engineering field
- 6-8 years of experience in a System Operations Support role
- Hands-on experience with SAP S/4
- Strong written and verbal communication skills
- Highly self-motivated, detail-oriented, and able to prioritize multiple assignments
- Experience with UI development/maintenance and UX studies
- Coding experience: HTML, CSS, JavaScript
Bonus Qualifications :
- Experience with SAP ME/MII
- Familiarity with Jira/Confluence or similar tools
- Experience with web development tools (e.g., Oxygen) and building analytics dashboards
- Prior support experience in production or vehicle fleet environments
Wealth Strategist
National Bank of Arizona job in Denver, CO
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are seeking an experienced and highly motivated Wealth Strategist to join our team and help with our Family Office offering. The ideal candidate will have a strong background in financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning. This role involves working closely with current and prospective clients to develop and implement customized financial plans that align with their long-term objectives.
This position will be located in office in any of the following locations: Salt Lake City, UT; Las Vegas, NV; Phoenix, AZ; Denver, CO
Key Responsibilities:
* Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and needs. Ability to partner with wealth advisors to sell the benefits of the advanced planning services. Ability to communicate the value of planning for one's current and future goals. This person must be capable of working in a team environment with Wealth Advisors, Trust Administrators and Portfolio Managers.
* Financial Planning: Develop and communicate advanced financial planning strategies, in areas such as retirement planning, estate planning, risk management/insurance analysis, educational modeling, estate plan review and recommendations, tax review and recommendations, wealth transfer planning, risk management, and providing wealth recommendations that align with client goals.
* Compliance: Ensure all financial planning activities comply with regulatory requirements and company policies.
* Team Collaboration: Work closely with other financial advisors, analysts, and support staff to deliver exceptional service to clients.
* Continuous Improvement: Stay updated on industry trends, market conditions, and regulatory changes to provide the best advice to clients.
Qualifications:
* Bachelor's degree in Finance, Economics, Accounting, Financial Planning or a related field.
* CFP required.
* CPA, JD, or MBA preferred.
* Advanced knowledge as a generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Proficiency in financial planning software and tools.
* In-depth knowledge of investment products, tax laws, and estate planning strategies.
This position is eligible to earn a base salary in the range of $180,000 - $200,000 annually depending on job-related factors such as level of experience and location.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products