Amalgamated Bank seeks an experienced leader who has a demonstrated track record of working with senior leadership across international unions, district councils and locals. This position will be responsible for developing existing relationships and originating new relationships which result in deposit and lending growth for the union sector and other strategic areas as determined by bank leadership. Success in this position is measured in part against individualized annual deposit and lending growth goals as well as other key performance indicators as determined by leadership. As such, the ideal candidate will come to the position with a deep understanding and knowledge of the union and organized labor sector.
Further, this position will be responsible for managing some of the most strategically important relationships within the bank's New England region's portfolio of union clients. This will require providing best-in-class customer service and financial partnership to the sector's clients. The candidate will develop and maintain expertise in customer, industry and market conditions that support the development of long-term trusted partnerships across Amalgamated Bank's impact areas, with a particular focus on unions.
This candidate will have knowledge of (or be able to develop expertise in the position with) structuring credit facilities in support of the union sector and other affiliated organizations. The position will be responsible for working with the underwriting teams to structure loans that demonstrate strong credit and risk management guidelines, including leverage, cash flow, portfolio management, loan and key performance indicators. This position will also be required to partner with the portfolio management team in the ongoing compliance of and manage the renewal of loans in the existing portfolio.
The candidate will also work with the Trust and Investment teams focused on Taft-Hartley, Union and Public Funds markets to build new customer relationships as well coordinate the expansion of existing relationships.
A significant portion of time will be spent in market generating new client opportunities by meeting with prospects, outside calling, attending networking functions and industry events. This position will be accountable for the day-to-day work of the Account Executive team assigned to manage the union sector's daily banking activity.
Essential Job Functions:
Achieve the deposit and lending annual growth goals.
Identify and develop new business relationships with customers.
Grow existing customer relationships through cross-sales with other bank teams.
A strong working knowledge of the key performance indicators and underlying financials of unions.
Work with internal commercial banking support functions to effectively manage existing as well as new client relationships.
Maintain a strong understanding of Amalgamated Bank's commercial treasury management suite of product and services.
Work closely with critical industry partners including trade/network organizations, consultants, and mission aligned service organizations to assist in driving new business aligned with Amalgamated Bank's strategic objectives.
Understand and execute senior management sales objectives nationally as well as within the New England Region.
Stay current with national, regional and local industry trends that may impact customer financial needs.
Work closely with the lending and credit risk teams within the Bank to develop, structure and assist the underwriting teams with new loans.
Work closely with the portfolio management team within the Bank to assure that existing loans are in compliance.
Perform other duties as directed.
Knowledge, Skills and Experience Requirements:
Experience building and maintaining relationships with customers and prospects in Amalgamated Bank's focus areas.
Understanding of the unique needs and characteristics of union clients.
Proven track record of individual excellence in sales or in similar goals-based environment.
Proven organizational skills: able to work independently and be detail oriented.
Ability to work with peers and lead teams across the institution on diverse projects and in support of client relationships.
Strong credit and financial analysis skills.
Bachelor's degree or equivalent experience.
Strong verbal, written, inter-personal and public presentation skills.
Our job titles may span more than one career level. The starting base salary for this role is between $150,000.00 - $165,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.
Search Firm Representatives- Please Read Carefully
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
$150k-165k yearly Auto-Apply 56d ago
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Manager, Client Account Services
T. Rowe Price 4.5
Remote or Baltimore, MD job
External Description:
The Client Account Services (CAS) team is responsible for the day to day servicing of our institutional clients holding separate accounts, sub-advised and proprietary products. The group has a high level of teamwork, sharing expertise and experience to provide exemplary service to our TRP clients. The team partners with multiple internal groups and external entities, as/if needed, to support client needs.
Role Summary
The CAS Manager is responsible for the day to day servicing of our institutional clients holding separate accounts, sub-advised and proprietary products. During the onboarding of a new client, the Manager is accountable for partnering with a Client Implementation Manager (CIM) during that process to learn and understand the client's servicing expectations. At the time onboarding is complete, the Service Manager takes over the relationship, owning the day-to-day servicing of the client, ensuring that all inquiries, requests, and service requirements are met/addressed. Service requests include, but are not limited to, leading Investment Management Agreement updates, fee payment modifications, reporting requests, coordination of restricted lists, reconciliation inquiries, establishing new market openings and participation of new counterparty agreements. Strong partnership is expected with the Distribution Relationship Managers, ensuring we are showing up as “One T. Rowe” to the client. Strong partnership to manage service requests is also needed with Investments, Legal, Investment and Trading Solutions, Investment Compliance, Global Investment Operations, Global Client Investment Reporting, and other groups throughout TRP. The Manager exercises proven judgment and discretion in analyzing, evaluating, and executing on servicing complex institutional clients with little direction.
Responsibilities
Oversees and manages client operations and administration support activities for clients. Services clients through the client life cycle, resolves complex operational issues, and monitors requests through execution. Escalates complex issues and requests to more senior staff as needed.
Analyzes data to develop informed operating or servicing agreements. Negotiates operational servicing requirements based on analysis. Facilitates resolution of complex operational needs and escalates complex, nonstandard servicing requirements and engages more senior staff to develop applicable solution to highly complex operational issues.
Communicates on a regular basis with complex and challenging clients and their service providers to deliver high-quality services. Facilitates the communication of information to internal parties. Ensures resolution activities are in accordance with the local regulatory requirements.
Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
5+ years of total relevant work experience
Preferred:
Excellent knowledge of the asset management business and investment products
Excellent client service skills
Excellent time management skills
Ability to manage multiple, competing projects, priorities, and sensitive issues
Strong prioritization skills and decision-making skills
Excellent analytical skills and attention to detail, accuracy, and deadlines
Excellent communication (verbal and written) and interpersonal skills and the ability to build relationships at all levels of the organization
Proven ability to work in a team environment with a strong sense of urgency
Highly motivated with demonstrated initiative and the ability to work independently
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).
City:
State:
Community / Marketing Title: Manager, Client Account Services
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$66k-85k yearly est. 60d+ ago
PT Teller
Citizens National Bank 4.1
Springfield, OH job
Job Title: Part Time Teller
Status: Part Time
FSLA Job Class: Non-Exempt
Department: Deposit Operations
Reports To: Branch Manager
At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.
Citizens National Bank has an excellent opportunity available in our Springfield market for a Part Time Teller. In this role you will develop customer relationships by providing existing and potential customers with a full range of banking products and efficient and accurate services.
A typical day may include the following:
Building customer relationships by assessing their financial needs, explaining the different types of accounts and services available and assisting in the selection of the most appropriate ones for their situation.
Anticipating customer needs and cross-sell the bank's products and services and makes referrals to specialized areas of the bank.
Assists customer with service requests, addressing complaints, and researching account problems, including account maintenance, reconciling checkbooks, completing forms for direct deposits, transferring of funds, etc.
Receive deposits for, and pay withdrawals from, savings accounts of customers as presented with proper identification and appropriate documents.
Receives deposits and cash checks for customers, verifying customer balances on any checks larger than the amount specified in the check cashing procedures, to ensure safety for the customers as well as for the bank.
Maintains currency and coin supply as prescribed by bank policy, and remains familiar with all security equipment and safety precautions.
Balances daily all transactions recorded through the teller station while one duty.
Verifies night depository bags and envelopes and maintains accurate transaction logs on these items, as assigned.
Complies with all bank, state and federal policies, procedures and regulations.
JOB REQUIREMENTS:
High school diploma or GED
ADDITIONAL QUALIFICATIONS:
Two years experience desired in servicing the public, building relationships, making referrals, and obtaining sales.
Must have stellar written and verbal communication skills.
High level of professionalism
Proficiency in computer software such as Word, Excel, and Outlook
Must maintain a well-developed working knowledge of the bank's products and services, along with the applicable regulations and operating systems.
Must have the ability to manage multiple priorities and meet deadlines.
WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK?
Generous Paid Time Off
Company paid Life & Accidental Death/ Dismemberment Insurance
Incentive Plan paid on a quarterly basis
Employee Stock Ownership Plan for your retirement
Banking Perks
Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
$32k-36k yearly est. Auto-Apply 2d ago
2025 Global Technology - Software Engineering Internship Program
T. Rowe Price 4.5
Remote or Randallstown, MD job
External Description:
Global Technology Software Engineering Internship Program - Maryland
For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success.
We're seeking dedicated software engineers to help build the next generation of platforms and applications. If you are looking to design cloud- based architectures, deliver impactful user experiences across the web and mobile devices, and learn about the finance industry along the way, then we want you! This is a chance to create an impact on our business as a part of a broader technology transformation and gain experience in cloud-based solutions, data architecture, and business solution architecture!
Program Structure:
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our Global Technology organization and the clients we support. You will have the opportunity to work with the latest technologies and work with forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
Role Summary & Job Responsibilities:
You will be placed within a specific department within Global Technology. As a Software Engineering Intern you will:
Support part of the software development process: Design, develop, modify, adapt and implement short- and long-term solutions to information technology needs through new and existing applications, systems, databases and applications infrastructure
Review and interpret system requirements and business processes
Code, test, debug and implement software solutions
Recommend technical solutions based on partnership with our senior engineers
Implement automated testing
Work with existing data models and schemas
Apply strong logic and reasoning capabilities
Build industry knowledge to support the software development activities and understand the work of the team.
Areas of Interest:
Software Engineering (Java, JavaScript, Python, SQL, Git, CI/CD, Docker)
Mobile Application Development (iOS/Swift, Android/Java, Apple Testflight, Google Firebase)
Cloud Computing (Amazon Web Services: Development and Operations, Systems Administration, App Support)
Operating Systems (Linux)
Machine learning
Required Qualifications
Full time student pursing a bachelor's degree with an expected graduation date of December 2025 - May/June 2027.
Major: Computer Science, Computer Engineering, Mathematics, Engineering, Physics, or Data Science
Cumulative grade point average of at least 3.0 on a 4.0 scale
Actively seeks feedback and mentorship in order to improve technical skills (e.g., through submitting work for code or model review)
Demonstrate competence in at least one programming language or technology
A commitment to continuous learning and development
Enthusiasm for learning & results oriented
Stays current with many best-of-breed technologies
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status)
Opportunities are available in Owings Mills and Baltimore, MD.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to three days a week.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each.
Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone.
Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
City:
State:
Community / Marketing Title: 2025 Global Technology - Software Engineering Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$43k-59k yearly est. 60d+ ago
2026 Quantitative Investing Internship Program
T. Rowe Price 4.5
Remote or Baltimore, MD job
External Description:
The T. Rowe Price internship program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, interns also gain exposure to associates and senior leaders across the firm through an executive speaker series, networking and social events, and engagement with our Business Resource Groups.
You will be placed into the Quantitative Equity department for the duration of the 10-week program with exposure to a variety of areas:
Quantitative Factors
Stock Selection Models
Portfolio Management and Attribution
Alternative Data
Analytical and Quantitative Research Projects
Responsibilities
Support analytical and quantitative projects within TRPIM Quat
Use data to support the quant team's investment research agenda concerning risk evaluation or the investment decision making process
Data visualization
Qualifications
Required:
Full time student pursing a bachelor's degree with an expected graduation date of December 2026 - May/June 2027
Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming
Major: Computer Science, Engineering, Economics, Mathematics, Statistics, Physical Sciences, or Quantitative Finance study
Preferred:
Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis
Minimum GPA: 3.5 Overall
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: 2026 Quantitative Investing Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$97k-130k yearly est. 60d+ ago
Product Manager - Digital & Treasury Services
Amalgamated Bank 4.5
Remote or New York, NY job
The Product Manager role leads the end-to-end product management of the Bank's banking offerings. This position serves as a critical role in ensuring our product portfolios across all our Commercial, Small Business, and Consumer segments remains competitive, profitable, and properly managed throughout its life cycle. In addition, this role will support other key functions critical for product management if needed.
This role will report into the Director, Product Management at Amalgamated Bank.
Essential Job Functions:
Overall
Drive product development, execution and commercialization across Amalgamated Bank's product sets, e.g., digital and lending solution, as well as treasury management products
Partner with key business stakeholders on product positioning and key business strategies.
Develop product roadmap by taking an “outside-in” view
Promote an environment that supports social responsibility, diversity and reflects the missions and values of Amalgamated Bank.
Ensure compliance with all Bank policies and regulatory standards.
Market Management
Identify client needs and end-to-end client experience for banking products in-scope.
Responsible for understanding the Bank's niche market and competitive landscape.
Identify new and emerging banking industry and technology trends.
Product Execution
Implement end-to-end product development and enhancement initiatives.
Execute revenue initiatives to increase product revenue and profitability in line with the Bank's core values and mission.
Develop rigorous business case for new product development and enhancements.
Identify, evaluate, and implement measures to improve product performance, profitability, and competitiveness in line with the Bank's core values and mission.
Define grounded, rigorous business requirements in conjunction with cross functional teams.
Develop key product features & functionality considering return on investment and client needs.
Manage product profitability throughout life cycle.
Work with Technology, Operations, Risk, Business, PMO and other internal and 3rd party resources to effectively adhere to Product Lifecycle Process.
Manage and improve related product vendor relationships, as they pertain to product development, functionality, and economics.
Commercialization
Partner with Marketing and other key stakeholders on product campaigns, collateral, and communication.
Provide ongoing product training to internal and external clients to ensure clear understanding of product value proposition.
Oversee development of product documentation, FAQs, and reference materials for internal and external audiences.
Knowledge, Skills and Experience Requirements :
Bachelor's degree or equivalent experience
Strong analytical approach, comfortable with modeling, and ability to draw conclusions and insight, as well as provide business and product recommendations based on analysis
Minimum 2-3 years in a direct product management and/or management consulting role
Minimum 2-3 years of related experience in Commercial Banking or Treasury Services, a strong understanding of banking product offerings preferred
Bank-wide system and platform implementation and migration experience preferred
Experience managing third party digital banking platforms and solutions preferred
Experience with vendors including Q2, FIS and Salesforce preferred
Ability to work effectively as part of a team to drive projects and deliverables
Excellent communication skills, ability to manage internal and external relationships effectively and articulate complex solutions to both internal and external stakeholders
Strong planning and project organizing skills
Demonstration of initiative and innovation to resolve issues rapidly
Fluency in Microsoft Office including advanced Excel
Stellar written and verbal communication skills
Commitment to seeking opportunities for improvement and ability to achieve results despite challenges
Comfortable working from home, and working remotely,
Need to be able to use technology remotely, connect to networks, use applications remotely
Need to be willing to collaborate, network, and building relationships remotely
$101k-133k yearly est. Auto-Apply 43d ago
Lead Business Analyst, AI Strategy & Enablement
T. Rowe Price 4.5
Remote or Maryland job
External Description:
T. Rowe Price is building a future where artificial intelligence transforms how we serve clients, manage investments, and run our business. As part of this journey, we are hiring a Lead Business Analyst to join the AI Strategy & Enablement team. This is a high-impact role for a structured, analytical thinker who can bridge business priorities and AI solutions. You'll play a critical role in shaping enterprise AI use cases-translating needs into opportunities, identifying delivery risks early, and supporting roadmap planning for scalable solutions. We're looking for someone with deep experience in business analysis or digital transformation, fluency in AI/ML concepts, and the ability to operate across business, data, and technology teams. Strong problem-solving, executive communication, and cross-functional leadership are essential.
Responsibilities
AI Use Case Shaping: Review and refine AI proposals submitted through intake channels by translating high-level ideas into well-structured use cases with clear business objectives, solution logic, and outcome definitions. Engage with stakeholders across business and technology to capture missing details and ensure submissions meet the standard required for prioritization and planning.
Feasibility & Risk Assessment: Assess early-stage use cases for data availability, model risk, regulatory constraints, and implementation complexity. Partner with Compliance, Risk, Legal, and Technology to identify and address blockers that may impact delivery or value realization.
Capability Mapping & Reuse: Evaluate whether proposed solutions can be addressed through existing AI capabilities, either proprietary or vendor-based. Maintain an active understanding of available solutions and support rationalization of the AI build-versus-buy landscape.
Prioritization Support: Contribute to portfolio-level decision-making by assessing use cases across business impact, technical feasibility, complexity, and interdependencies. Provide structured inputs to prioritization and funding discussions to help focus resources on the highest-value opportunities.
Financial Planning & Resourcing: Collaborate with Finance and domain leads to estimate cost-to-deliver and ongoing resource needs, including staffing, licensing, and vendor spend. Support early-stage business case development to inform enterprise planning and tollgate approvals.
Roadmap Development: Help develop and sequence delivery roadmaps that reflect interdependencies, capacity constraints, and business urgency. Ensure roadmaps align to broader AI strategy and planning cadences, and are grounded in realistic delivery assumptions.
Vendor Evaluation: Participate in vendor reviews, assess solution fit and integration feasibility, and support total cost of ownership analysis. Coordinate demo sessions and synthesize findings to inform vendor selection and onboarding.
Cross-Functional Collaboration: Partner closely with strategy leads, product managers, data scientists, engineers, and risk partners to drive alignment, clarify requirements, and advance AI opportunities from intake through initial planning. Facilitate working sessions and ensure effective handoffs across stakeholders.
Qualifications
Required:
Education & Experience: Bachelor's degree in business administration, management, computer science, or a related field AND 8+ years of experience in business analysis, digital transformation, or related roles, with exposure to Agile delivery and cross-functional project environments.
AI & Data Literacy: Familiarity with AI/ML concepts (including generative AI and large language models) and their business applications. Quick to learn new technologies and assess their business relevance.
Business Needs Translation: Proven ability to translate complex business needs into structured requirements and actionable specifications.
Analytical Skills: Strong analytical and problem-solving capabilities, able to assess feasibility and trade-offs across data, process, and technical dimensions.
Communication & Stakeholder Management: Excellent communication and stakeholder management skills. Adept at simplifying complex ideas and aligning cross-functional teams.
Portfolio Planning Experience: Experience contributing to project portfolio planning or prioritization, including roadmap development, initiative evaluation, and business case support.
Organizational Skills & Drive: Highly organized, detail-oriented, and self-directed. Capable of driving multiple initiatives in dynamic environments.
Preferred:
Advanced Education: Master's degree (MBA or equivalent). Additional credentials in data science, analytics, or technology are a plus.
Industry Experience: Financial services or asset management experience, with familiarity in applying AI and data-driven solutions to industry challenges.
Vendor & Tool Experience: Experience evaluating or implementing third-party AI/analytics platforms. Exposure to vendor management or proof-of-concept execution is beneficial.
Professional Certifications: Relevant certifications such as CBAP, PMP, or Agile credentials (CSM, SAFe) are advantageous.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Lead Business Analyst, AI Strategy & Enablement
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$92k-116k yearly est. 60d+ ago
CAM Manager I - Loss Mitigation
M&T Bank 4.7
Remote job
Responsible for directing the day-to-day activities for a unit. Manages approximately 10 FTEs (or with fewer employees but covering diverse disciplines and/or complex functions).
Primary Responsibilities:
Oversee the daily activities of a unit of employees to meet the objectives of the assigned department.
Direct staff in the appropriate techniques of customer service, collections or account servicing, as applicable.
Resolve disputed transactions in a timely and cost-effective manner. Negotiate effectively on customer calls.
Compile month-end data for distribution to and decision-making by management.
Serve as integral member of portfolio acquisition team, directing onboarding of acquired loans.
Evaluate unit processes, procedures and policies routinely in an effort to increase operational efficiency of units managed.
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Scope of Responsibilities:
Manages workflow of medium complexity and risk exposure and acts largely independently.
External contacts include customers, vendors and outside agencies.
Has charge off authority within established authority levels.
Supervisory/ Managerial Responsibilities:
Manages a team of professionals (includes people, budget and planning).
Education and Experience Required:
A combined total of 6 years of higher education and relevant work experience in a call center or bank operations environment, inclusive of 1 years' work leadership or supervisory experience.
Excellent customer service skills with the ability to use tact and diplomacy.
Strong knowledge of relevant spreadsheet, word processing, and presentation software.
Education and Experience Preferred:
Bachelor's degree.
Excellent oral and written communication skills.
Strong knowledge of departmental systems, documents and procedures.
#LI-111
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America
$62.2k-103.6k yearly Auto-Apply 9d ago
Experienced ABS Credit Analyst
T. Rowe Price 4.5
Remote or Baltimore, MD job
External Description:
The position will be responsible for analyzing and developing credit opinions on securitized transactions in the ABS market. The position will require analysis of financial, consumer and property market fundamentals, security level cash flows, ongoing security surveillance, the assignment of credit ratings, and trade recommendations that benefit T. Rowe Price portfolios. The analyst will be an integral part of the Securitized Products team at T. Rowe Price.
Responsibilities
1. Analyze and evaluate investment opportunities in the securitized products universe.
2. Analyze and recommend potential purchases and sales of securitized products securities to enhance portfolio performance. Conduct fundamental sector, market, and security analysis, and combine relative value and strategy considerations in sector and security recommendations.
3. Analyze the fundamentals in covered sectors, including underwriting standards, prepayment and default forecasting, collateral market trends, macro developments and their impact on securitized credit securities.
4. Communicate and collaborate with various internal and external parties to develop well-researched, sound investment recommendations and sector theses. This position will interact most directly with internal peers who also cover securitized products. The role will also interact with Rating Agency analysts, external sector experts, T. Rowe Price Portfolio Managers, Equity and Credit analysts, and Quantitative analysts, among others.
Qualifications
Required:
College degree
5+ years of direct investment experience in ABS
Experience developing and maintaining reports and data
Understanding of financial accounting, derivatives markets, and computer skills
Experience using Intex and Bloomberg
Strong written and oral communication skills
Strong decision-making and risk management background
Strong analytical skills
Collaborative, inquisitive and detail-oriented personality
Preferred:
Experience analyzing 4a2 transactions is a plus
Advanced business degree is a plus
Chartered Financial Analyst designation preferred
Experience with data querying languages and tools
Knowledge of Excel VBA and/or Python
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Experienced ABS Credit Analyst
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$72k-105k yearly est. 60d+ ago
C&I Credit Underwriter III
Amalgamated Bank of Ny 4.5
Remote or Washington, DC job
As an underwriter at Amalgamated Bank, you'll have opportunities to puzzle through how to finance world-changing projects led by clients who are striving for a more inclusive, just, and equitable society. We tackle today's most pressing social issues and use finance as a tool to bring the future our clients envision into the present.
When we come to work, our passion for socially responsible lending means we analyze cash flows and want to know whether deals create affordable housing for working families. We ask whether secondary repayment sources mean that women and their partners can access high-quality healthcare. We are in the fight against climate change, and when we come to work, we structure loans to bring the clean energy future closer day-by-day.
We are searching for applicants who are driven by purpose, who crave impact, and possess the analytical skills necessary to solve complex business problems.
Purpose of Position:
To support the underwriting of our mission driven loans to institutions that are values aligned and include foundations, unions, social advocacy organizations, progressive companies, and clean energy projects. To support business development officers in the origination and execution of new loans.
The person who fills this position will work closely with origination and credit risk management teams to review and analyze financial statement reports, conduct due diligence, assess credit risk, prepare deal screen presentations, write credit approval memorandums, present recommendations to the credit committee, help structure transactions, and monitor and manage the credit portfolio.
Essential Job Functions:
Collaborate with potential borrowing customers to determine credit needs and develop appropriate loan structures that meet both client needs and bank requirements
Prepare comprehensive credit memorandums that provide rationale, opinions and in-depth analysis of new credit requests
Assist in the presentation of transactions to credit committee in support of approval
Maintain a thorough understanding of the Bank's lending policies and procedures, identifying any exceptions to credit policy
Recommend appropriate risk ratings in accordance with credit policy guidelines
Participate in meetings and conference calls on transactions, lead due diligence discussions, and develop deal indicative term sheets and deal screen presentations
Prepare comprehensive credit memorandums that provide rationale, opinions and recommendations regarding proposed loans. Present transactions to credit committee in support of approval
Assist in quarterly and annual credit reviews as needed
Perform other duties as directed
Knowledge, Skills and Experience Requirements:
Bachelor's degree in accounting, finance, or related field with proven academic excellence; MBA preferred
Formal credit training and minimum of six (6) years of underwriting and/or portfolio management experience within a U.S. regulated commercial banking lending environment
Knowledge of middle market C&I cash flow lending, owner occupied mortgages, non-profit lending, CDFIs, New Market Tax Credit Finance and structured lending preferred
A passion to support socially minded organizations
Highly proficient financial analysis skills, including financial modeling and understanding of financial data (e.g., balance sheets, income statements, cash flow statements, financial ratios)
Strong verbal, written, inter-personal, and public presentation skills
Proven organizational skills; able to work independently and be detail oriented
Ability to manage multiple long-term transactions simultaneously and prioritize assignments to meet deadlines
Proficiency in the Microsoft Office suite (including Excel, Word, PowerPoint, etc.) and familiarity with Moody's Credit Lens is a plus
Our job titles may span more than one career level. The starting base salary for this role is between $110,000.00 - $120,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.
Search Firm Representatives- Please Read Carefully
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
$110k-120k yearly Auto-Apply 60d+ ago
Senior Manager, Sales Data Strategy
T. Rowe Price 4.5
Remote or Baltimore, MD job
External Description:
The Senior Manager will be responsible for developing and supporting a comprehensive data strategy in line with overall business priorities and Sales Capabilities to lay the groundwork for the long-term vision of a data-driven organization. This person will help major business initiatives succeed by helping business partners in adopting and realizing the expected business value of internal and external data. In this senior position, you will work on "Client Master Data." focus area to establish strategic roadmaps, capability models, governance forums, and oversee execution of programs, initiatives, and protocols.
As part of Global Sales Management (GSM) Business Group, Senior Manager of Sales Data Strategy will work closely with the Sales Enablement (SE) and Sales Intelligence (SI) teams as well as the Chief Data Office (CDO) and interact with other departments within TRP Investment, including Global Marketing, Global Product, CFO/AUM, Investments Operations, and Global Client Account Servicing (GCAS). This person will work with sponsors in US Intermediaries (USI), Retirement Plan Services (RPS), and the Americas, Asia Pacific, and Europe (AAE) sales units to define, socialize, and measure outcomes for data initiatives, and to reach consensus on solutions that meet the needs of each segment while expanding scale and return on investment.
Responsibilities
To make more well-rounded judgments for our BU (Business Units) partners, it is important to encourage communication and collaboration among the GSM extended leaders in the areas where there is heavy engagement on data-related matters.
Tactical decisions should be made in close cooperation with all relevant parties to strike a balance between immediate needs for action and long-term strategic planning.
Assist with GSM and technology-wide data dependencies on critical business activities supported by Data Strategy.
Manage the alignment of sales processes (such as Opportunity Pipeline and at-risk; Segmentation and Tiering; Account Planning) with data needs (vendor/Partner data, internal TRP applications) unique to a given market or country, both in their present and desired states.
Collaborate with TRP's technological partners to create a shared understanding of how data will be used across departments and how it will be shared.
Work with other GSM employees, business partners, and technology partners to develop comprehensive guidelines for finding, using, and retiring external third-party data sets for use in furthering corporate goals.
Work with the Senior Manager of Data Governance and Operations to brainstorm ways to improve the efficiency of the operations team and implement new policies.
Work together on a unified implementation of processes and controls across the whole sales and client data lifecycle, from creation to consumption to integration to eventual disposal.
Spreads the gospel of established processes for tracking and reporting vital sales metrics so that more people can believe the numbers being reported.
Help the GSM team anticipate their future data requirements to reduce data duplication and increase data compatibility. Information security and privacy concerns are raised as appropriate.
All crucial data decisions (such as those involving data sourcing and mastering, data distribution, business rules, etc.) need to be evaluated against defined criteria that are in line with CDO principles and business strategy.
Provides instruction for less experienced professionals and supports employees in the fundamentals of data and data management.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
8+ years of total relevant work experience
Preferred:
Expertise in asset management, sales enablement technology, management consulting, or a closely related profession, as well as extensive expertise establishing and implementing a data strategy.
The proven ability of B2B sales data to generate meaningful business results
A deep understanding of business concerns, needs, and strategies coupled with strong business acumen, drive, and organizational skills.
Familiarity with important data management and analysis terms including "data lake" (mesh), "reference data," "market data," "business glossary," and "Master Data Management."
Prior expertise with relevant sales and analytical systems is preferred, specifically with Salesforce, Snowflake, Analytics tools (Tableau & Alteryx), and Decision models.
Proven ability to synthesize information and make recommendations that influence choices across business functions.
Ability to deal with data and to infer, interpret, and gain insights from it.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
City:
State:
Community / Marketing Title: Senior Manager, Sales Data Strategy
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$94k-130k yearly est. 60d+ ago
2026 Global Technology Software Engineering Internship
T. Rowe Price 4.5
Remote or Randallstown, MD job
External Description:
The Technology program focuses on developing foundational skills to equip our early talent associates with the tools to be the future leaders of the organization. The program is non-rotational, with direct placement into a functional area based on your skillset and business unit needs. The program will focus on the pillars of education, exposure, experience, and engagement, which would include customized learning curriculum, exposure to senior leadership, community service projects, assigned mentors, and social activities.
Responsibilities
You will be placed within a specific department within Technology. As an Associate Software Engineer you will:
Support part of the software development process: Design, develop, modify, adapt and implement short- and long-term solutions to information technology needs through new and existing applications, systems, databases and applications infrastructure
Review and interpret system requirements and business processes
Code, test, debug and implement software solutions
Recommend technical solutions based on partnership with our senior engineers
Implement automated testing
Work with existing data models and schemas
Apply strong logic and reasoning capabilities
Build industry knowledge to support the software development activities and understand the work of the team.
Areas of Interest:
Software Engineering (Java, JavaScript, Python, SQL, Git, CI/CD, Docker)
Mobile Application Development (iOS/Swift, Android/Java, Apple Testflight, Google Firebase)
Cloud Computing (Amazon Web Services: Development and Operations, Systems Administration, App Support)
Operating Systems (Linux)
Machine learning
Qualifications
Required:
Full time student with an expected graduation date of December 2025 - May/June 2026.
Minimum GPA: 3.00 overall
Major: Computer Science, Statistics, Mathematics, Engineering
Cognizant of relevant and modern software methodologies (e.g., Scrum) and understands their role as part of software delivery team
Demonstrate competence in at least one programming language or technology
Preferred:
Previous internship experience in financial services
Actively seeks feedback and mentorship to improve technical skills (e.g., through submitting work for code review)
A commitment to continuous learning and development
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status)
.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to three days per week from home.
City:
State:
Community / Marketing Title: 2026 Global Technology Software Engineering Internship
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$43k-59k yearly est. 60d+ ago
Analyst, Equity Investment Liaisons
T. Rowe Price 4.5
Remote or Baltimore, MD job
External Description:
The Equity Investment Liaison position supports global investment operations for Equity strategies by working closely with investment teams and other stakeholders to ensure operational readiness for investors, clients, and TRP products. Leverages strategy and operational expertise to represent our Investment Teams while working with other areas of the firm including, Sales, Distribution, Operations and Client Services. Supports Investment teams through all stages of the account life cycle from prospecting, onboarding, and ongoing client and product support.
Responsibilities
Serve as a key representative of the Investment teams throughout all stages of the client account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence- to help drive successful outcomes.
Support ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and performance reports, providing operational support for model portfolios, coordinating responses to corporate action events, resolving pre-trade compliance matters, maintaining strategy-level data, benchmarks, and performance composites, processing discretionary trade orders, and independently resolving investment-related operational issues.
Exercise sound judgment and some autonomy to ensure operational readiness and support for investment management activities spanning various products, separate accounts, and investment types. Typical responsibilities include reviewing prospectus language, analyzing investment guidelines for implementation, facilitating the opening of foreign market trading accounts, and establishing standing instructions with internal and external stakeholders.
Contribute to the development and review of materials for client meetings, marketing efforts, client reporting, and internal investment committee meetings. Collaborate with investment staff and senior team members to maintain content that communicates investment insights and strategies.
Demonstrate a commitment to continuous improvement by developing use cases, creating testing plans, and participating in unit testing activities as directed, with the goal of ensuring successful and efficient outcomes for Global Investment Operations initiatives.
Collaborate with portfolio managers across multiple investment strategies and sectors to understand, enhance, and align operational processes and client engagement workflows, fostering a culture of learning and teamwork.
Maintain accurate and comprehensive procedural documentation for assigned strategies, participate in cross-training opportunities, and provide operational coverage for a defined subset of investment strategies. Under the guidance of senior team members and management, help onboard new employees and support their development by sharing knowledge of policies and procedures.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
2+ years of total relevant work experience
Preferred:
4+ years of total relevant work experience
Critical thinking skills and abilities to solve complex problems and evaluate optimal solutions
Strong communication skills including technical writing to concisely summarize and communicate between investment personnel and operational teams
Ability to influence and interact effectively with stakeholders and partners
Completion of or progress towards an MBA, MSF, CFA, or CPA program
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Analyst, Equity Investment Liaisons
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$78k-106k yearly est. 60d+ ago
Sales Director - Large Market Retirement Recordkeeping Plans
T. Rowe Price 4.5
Remote or Randallstown, MD job
External Description:
Deliver full-service 401(k) platform bundled recordkeeping to qualified DC plans in the $75M+ segment through advisors and consultants. The territory will be determined in consultation with the successful candidate. Develop the assigned territory advisor and consultant relationships for the purpose of repeat business and long-term sales success.
Responsibilities
The sales professional will need to:
Execute a detailed segmentation strategy to identify and develop the select mid-market advisors and consultants who regularly work in the target market and understand their sales strategy.
Maintain and ultimately increase the current close/win ratio including RFPs and finals presentations.
Research and maintain an understanding of each client/prospect in order to draft strategic answers to RFP questions.
Work collaboratively with dedicated internal Sales Support Liaison to deliver RFPs, maintain a high level of relationship building activity, manage and optimize pipeline, and develop the territory for long term success.
Develop strategy and actively participate in finals and site visit deal prep with all team members, including review of all prospect materials.
To be accomplished within the first 6 months:
Identify and create specific target lists, based upon defined criteria.
Continually profile key advisor prospects to measure current success against targeted goals
Continually develop relationships with advisors and consultants to gain market intelligence and ensure receipt of RFI/RFPs.
Describe and create effective sales formula and create a territory business plan that includes the following:
Bi-Weekly 1 on 1 planning and sales discussions.
Deal specific win strategy planning.
Client specific prep meetings to learn everything relevant about that client.
Gather information to better understand each client, organize it, and engage each prospect to provide research about their plans. This would include accessing all plan documents, 5500s, 10K, etc. and use that information to better position T. Rowe in closing business.
Planned Marketing Events and best practices sessions for Advisors and Consultants.
Identify preferred DCIO partners to provide leads and introductions.
Qualifications
Required:
Four-year college degree required
Minimum 5+ years sales experience in retirement platform sales through intermediaries with an emphasis on recordkeeping
Comprehensive knowledge of 401(k) service components, industry trends, fiduciary responsibility, advisor value proposition and emerging best practices
Polished, articulate, research driven salesperson with consultative selling style leading to success in committee and boardroom presentations
This role requires FINRA Series 6 or 7 & 63 license
Preferred:
Strong knowledge of retirement industry and ERISA
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Sales Director - Large Market Retirement Recordkeeping Plans
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$89k-121k yearly est. 60d+ ago
Marketing Manager - Cross Business Engagement
T. Rowe Price 4.5
Remote or Randallstown, MD job
External Description:
This newly created role is pivotal in driving substantial growth for Global Distribution through deeper integration of our Individual Investor (II) and Retirement Plan Services (RPS) experiences and channels. Your role will be instrumental in developing participant sub-segmentation strategies, creating compelling offers, and building low-friction experiences to create significant value for our clients (Retail Investors, participants, Sponsors and Advisors) and our firm.
You will have the opportunity to learn and grow by working closely with the II and RPS leadership teams. The role offers a platform to develop skills in market segmentation, offer development, and channel integration strategies. Successful candidates will demonstrate strategic thinking and the ability to translate business goals into actionable marketing plans. A data-driven mindset, excellent communication skills, and the ability to influence across organizational boundaries are essential.
This is an exciting opportunity for individuals who are passionate about strategic marketing, data-driven decision-making, and cross-functional collaboration.
Role Summary
This role drives growth by deepening integration between Individual Investor (II) and Retirement Plan Services (RPS) experiences and channels. You will bridge strategy and execution to accelerate cross business engagement, improve client experiences, and position TRP as a holistic partner for retirement.
Responsibilities
Program Alignment with RPS Stakeholders:
Align cross-functional teams on partnership scope, prioritized deliverables, and resource allocation
Identify and partner with cross-functional teams to resolve integration barriers between channels
Articulate value propositions for deeper II-RPS integration and package data to demonstrate results
Ensure regulatory compliance across all initiatives
Develop win-win strategies that balance client needs, TRP business objectives, and Plan Sponsor/Advisor priorities
RPS Participant Sub-Segmentation Strategy:
Develop targeted segmentation strategies that serve both II and RPS business objectives
Identify high-value participant populations across key demographics and plan types
Define and activate marketable audiences to drive cross-channel engagement
Establish data access protocols between II and RPS platforms
Offer Development and Execution:
Evolve and expand consultation offers to broader RPS participant segments
Create compelling offers tailored to identified participant sub-segment needs
Integrate marketing initiatives within existing RPS channels
Maintains records of key performance indicators/measurements that measure offer effectiveness and analyzes the data
Low Friction Account Opening Process:
Partner with CX peers to evaluate and develop streamlined account opening journeys for cross-over clients from RPS to II
Enhance rollover and cross-over digital experiences that create seamless transitions between participant and retail investor journey
Re-onboard cross-over clients to strengthen positioning of firm as a trusted partner across both retirement planning and broader investment needs
Qualifications
Required:
Bachelor's degree in marketing, Business or related field or the equivalent combination of education and relevant experience AND
5+ years of total relevant work experience
Proven experience in financial services marketing, preferably with knowledge of both retirement plans and retail investment services
Strong strategic thinking with the ability to translate business goals into actionable marketing plans
Experience developing cross-channel acquisition strategies and customer journey mapping
Data-driven approach with ability to leverage analytics to inform targeting and measure effectiveness
Excellent communication skills and ability to influence across organizational boundaries
Experience with financial wellness and education marketing in a retirement context
Preferred:
Experience working on new capabilities in a medium to large sized corporate setting
MBA
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Marketing Manager - Cross Business Engagement
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$97k-123k yearly est. 60d+ ago
Regional Investment Consultant - RIA & Regional Banks - West
T. Rowe Price 4.5
Remote or Baltimore, MD job
External Description:
Promote the distribution of TRPIS/TRPA investment management strategies across multiple vehicles (i.e., mutual funds, ETFs, and separately managed accounts) through registered investment advisors (RIAs) and regional banks. This is done primarily through external face-to-face meetings at the client locations, as well as industry events, with a goal to build TRP awareness and increase product share.
In partnership with management, responsible for the development of the sales and/or relationship management strategy for the organization.
Responsible for sales and revenue generation client relationship management for large, highly complex accounts across the RIA and Regional Bank channels within an assigned geographical territory.
Maintains extensive industry experience and proactively researches trends, competitor services/offerings, and clients' business/market environment.
Ensures high client satisfaction through timely response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation.
Serves as consultant to the client on how T. Rowe Price products and services can satisfy client needs as well as generate account growth.
Responsible for compliance with T. Rowe Price sales policies and programs.
Responsible for the achievement of territory sales goals and key performance indicators (KPIs) based on Sales and Service Performance Framework (SSPF).
Develops annual business plan for the territory and monitors progress.
Coaches and mentors Internal Sales staff.
Responsibilities
Primary responsibilities are to provide relationship management, investment-related reviews, and sales ideas, positioning of investment strategies and thematic investment content directly to targeted RIAs and regional banks in a defined region/territory.
Uses extensive industry experience to sell the organization's products and/or services to clients whose business has a significant impact on the financial performance of the business unit and its achievement of goals. Applies a unique understanding of clients' business to serve as advisor on products and services across the business unit and possibly multiple business units. Responsible for new business development by identifying and qualifying prospects or by cross selling to existing accounts.
Leads idea generation and drives the development of effective messaging and tactics to successfully promote the organization's products and services to senior client contacts. Recommends approaches for delivery of requests for proposal for assigned clients. Contributes to the overall relationship management strategy and delegates tasks to ensure successful client relationship performance. Retains direct client management responsibility for top tier clients.
Aligns T. Rowe Price (TRP) resources (senior management, investment professional access, product capacity, marketing materials, due diligence requests, meeting support, administrative and operational support, client reporting and marketing allowances) to sustain world class service to build customer loyalty and satisfaction.
Develops a “trusted advisor” relationship as a client consultant and influences firms to adopt recommended and customized solutions to address their needs and generate account growth.
Maintains in-depth knowledge of assigned clients, their sensitivities, and their business needs to effectively influence their decision-making.
Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.
Analyzes and leverages industry data and market trends in partnership with business leaders to understand sales issues, gaps in products and services, and to keep up to date on sales/relationship best practices for improved performance.
Qualifications
Required:
College degree and 7+ years of related work experience
FINRA Series 7, 66 licenses
Superior communication/presentation skills
Advanced investment and capital markets knowledge
Advanced relationship management/sales skills
Able to demonstrate a high degree of emotional intelligence to establish credibility and rapport with senior leaders internally and externally.
Advanced knowledge and understanding of T. Rowe Price mutual fund, ETF, and separately managed account vehicles.
Able to establish and execute a disciplined and repeatable process for uncovering and closing new business opportunities.
Consultative selling skills
Able to apply a systemic approach to problem solving and effectively use data and analytical tools.
Able to exert a high level of energy on activities that produce sales results.
Able to approach work in a clear goal-oriented way.
Able to work collaboratively and excel in a team-oriented environment.
Ability to act as ambassador for T. Rowe Price
Ability to travel extensively.
Preferred:
External sales or client management experience in financial services industry (have hired several experienced associates from outside TRP with several years of financial advising, wholesaling, institutional equity sales)
Experience in the RIA and Regional Bank (Bank Trust) channels and understanding of advisory platforms.
Working knowledge of alternative products and platforms
Professional designations such as CFA, CFP, CIMA, or MBA
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Regional Investment Consultant - RIA & Regional Banks - West
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$64k-113k yearly est. 60d+ ago
Commercial Banker
Amalgamated Bank of Ny 4.5
Remote or Boston, MA job
Job Description
Amalgamated Bank seeks an experienced leader who has a demonstrated track record of working with senior leadership across international unions, district councils and locals. This position will be responsible for developing existing relationships and originating new relationships which result in deposit and lending growth for the union sector and other strategic areas as determined by bank leadership. Success in this position is measured in part against individualized annual deposit and lending growth goals as well as other key performance indicators as determined by leadership. As such, the ideal candidate will come to the position with a deep understanding and knowledge of the union and organized labor sector.
Further, this position will be responsible for managing some of the most strategically important relationships within the bank's New England region's portfolio of union clients. This will require providing best-in-class customer service and financial partnership to the sector's clients. The candidate will develop and maintain expertise in customer, industry and market conditions that support the development of long-term trusted partnerships across Amalgamated Bank's impact areas, with a particular focus on unions.
This candidate will have knowledge of (or be able to develop expertise in the position with) structuring credit facilities in support of the union sector and other affiliated organizations. The position will be responsible for working with the underwriting teams to structure loans that demonstrate strong credit and risk management guidelines, including leverage, cash flow, portfolio management, loan and key performance indicators. This position will also be required to partner with the portfolio management team in the ongoing compliance of and manage the renewal of loans in the existing portfolio.
The candidate will also work with the Trust and Investment teams focused on Taft-Hartley, Union and Public Funds markets to build new customer relationships as well coordinate the expansion of existing relationships.
A significant portion of time will be spent in market generating new client opportunities by meeting with prospects, outside calling, attending networking functions and industry events. This position will be accountable for the day-to-day work of the Account Executive team assigned to manage the union sector's daily banking activity.
Essential Job Functions:
Achieve the deposit and lending annual growth goals.
Identify and develop new business relationships with customers.
Grow existing customer relationships through cross-sales with other bank teams.
A strong working knowledge of the key performance indicators and underlying financials of unions.
Work with internal commercial banking support functions to effectively manage existing as well as new client relationships.
Maintain a strong understanding of Amalgamated Bank's commercial treasury management suite of product and services.
Work closely with critical industry partners including trade/network organizations, consultants, and mission aligned service organizations to assist in driving new business aligned with Amalgamated Bank's strategic objectives.
Understand and execute senior management sales objectives nationally as well as within the New England Region.
Stay current with national, regional and local industry trends that may impact customer financial needs.
Work closely with the lending and credit risk teams within the Bank to develop, structure and assist the underwriting teams with new loans.
Work closely with the portfolio management team within the Bank to assure that existing loans are in compliance.
Perform other duties as directed.
Knowledge, Skills and Experience Requirements:
Experience building and maintaining relationships with customers and prospects in Amalgamated Bank's focus areas.
Understanding of the unique needs and characteristics of union clients.
Proven track record of individual excellence in sales or in similar goals-based environment.
Proven organizational skills: able to work independently and be detail oriented.
Ability to work with peers and lead teams across the institution on diverse projects and in support of client relationships.
Strong credit and financial analysis skills.
Bachelor's degree or equivalent experience.
Strong verbal, written, inter-personal and public presentation skills.
Our job titles may span more than one career level. The starting base salary for this role is between $150,000.00 - $165,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.
Search Firm Representatives- Please Read Carefully
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
$150k-165k yearly 28d ago
Senior Client Relationship Manager
T. Rowe Price 4.5
Remote or Randallstown, MD job
External Description:
Oversees assigned complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. Responsible for relationships that are typically moderately sized and may span multiple products/services. Provides guidance to less experienced professionals and may provide secondary support on a large or key relationship under the guidance of functional managers.
Responsibilities
Becoming a trusted resource for retirement plan advisors who are critical to the success of RPS.
Consulting on investment vehicles, participant services and plan design solutions that will enhance AUM retention and expansion.
Understanding advisor needs, business model and point of view while helping them manage their retirement plan clients.
Consulting on legislative and regulatory developments, reviewing investment options, and monitoring of plan related fees.
Supporting RPS Sales in the acquisition of new business relationships.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
Series 6 and 63 licenses
Preferred:
5+ years of retirement industry experience working with plan advisors.
Ability to develop, articulate and implement strategies to optimize advisor relationships based on knowledge of their business model and practices.
Ability to work effectively as a member of a team.
Ability to use analytical tools and industry publications to gather information.
Exceptional client service, communication, and consulting skills.
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home. May consider a telework schedule.
City:
State:
Community / Marketing Title: Senior Client Relationship Manager
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$79k-120k yearly est. 60d+ ago
2025 Quantitative FI Investing Internship Program
T. Rowe Price 4.5
Remote or Baltimore, MD job
External Description:
Quantitative Fixed Income Investing Internship Program
For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success.
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our organization and the clients we support. You will have the opportunity to collaborate with the Fixed Income Quantitative Investments & Research team, which supports the expansion of the research group's analytical capabilities and activities. You will engage in analytical and quantitative projects alongside practitioners in the field who are forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to Associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups.
You will be placed into the Fixed Income Quantitative Investments & Research department for the duration of the 10-week program with exposure to a variety of areas:
Systematic and tactical alpha models
Quantitative trade idea generation
Optimization & Portfolio Construction
QM Portfolio Management
Analytical and Quantitative Research Projects
FINRA licenses are not and will not be supported for this role.
Required Qualifications
Full time student pursing a master's degree in a quantitative field with and expected graduation date of December 2025 - May/June 2026
Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming.
Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis
Minimum GPA: 3.5 Overall
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Opportunities are available in Baltimore, MD.
City:
State:
Community / Marketing Title: 2025 Quantitative FI Investing Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$81k-114k yearly est. 60d+ ago
Lead Business Analyst - AI Experimentation
T. Rowe Price 4.5
Remote or Randallstown, MD job
External Description:
We are seeking a Lead Business Analyst to join our AI Experimentation team. This role is ideal for a proven leader who combines deep technical expertise with a strong understanding of enterprise systems, organizational processes, and the ability to drive innovation from within.
Role Summary
As a Lead Business Analyst, you will be a technical thought leader and a hands-on problem solver, supporting our strategic assessment of vendor solutions for critical business demands desiring the latest technologies. You will serve as a bridge between research and business stakeholders, and will require a thorough working knowledge of all business areas and technical needs across the firm, helping shape the future of AI adoption and vendor-based solution delivery.
Responsibilities
Technical Understanding: you will be a leading subject matter expert on where AI capabilities lie internally and externally, where solutions exist, and where new ones are needed, and which tools should be pursued to maximize business value
Drive end-to-end solution ideation and delivery, ensuring solutions move from idea to prototype to a production ownership team efficiently and securely.
Thought Leadership & Innovation: you will help understand what is possible, what's been done, what's failed, and what's next
Act as a trusted advisor on AI/ML tools, frameworks, and emerging technologies.
Influence senior stakeholders by communicating the business value of AI solutions in a financial services context, and help them navigate to value efficiently and effectively.
Organizational Integration
Leverage a deep understanding of the firm's systems, processes, and governance to accelerate solution adoption.
Partner with IT, data, compliance, and business units to ensure AI solutions align with enterprise standards and regulatory requirements.
Act as a connector between technical teams and business stakeholders, ensuring solutions address real business needs.
Mentorship & Team Development
Mentor and coach business analysts to gain deeper AI-related technical understanding needed at the frontier of modern solution integration
Help foster a culture of collaboration, innovation, and accountability within T. Rowe Price Labs.
Qualifications
Required:
Bachelor's or Master's degree in Computer Science, Engineering, Applied Mathematics, or related fields such as systems or information science and 8+ years of relevant experience
Demonstrated success understanding complex enterprise environments and driving process change and adoption
Solution architecture design, implementation or analysis
Ability to break down complex problems, and manage complexity in modeling
Recognized for technical thought leadership and the ability to drive AI adoption across business and technology functions.
Excellent communication and relationship-building skills, with the ability to influence senior leaders and collaborate across functions.
Proven track record of guiding teams and aligning solutions with enterprise processes and standards.
Preferred:
Experience in financial services or other regulated industries.
Familiarity with large language models (LLMs), generative AI, or NLP in financial contexts.
Contributions to enterprise-wide technology initiatives, standards, or governance frameworks.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to three days per week from home.
City:
State:
Community / Marketing Title: Lead Business Analyst - AI Experimentation
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
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New York Community Bank may also be known as or be related to NEW YORK COMMUNITY BANCORP INC, New York Community Bancorp, New York Community Bancorp Inc, New York Community Bancorp Inc., New York Community Bancorp, Inc., New York Community Bancorp, Inc. (nycb) and New York Community Bank.