Northeast & South Region Sales Leader - Wealth Management
Northern Trust 4.6
Northern Trust job in Houston, TX
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Job Title: Northeast & South Region Sales Leader - Wealth Management
Job Description Summary:
The Region Sales Leader at Northern Trust Wealth Management is responsible for driving growth, building a high-performing team, and leading sales operational excellence across their team and the region. The role works directly with Region Presidents and senior leaders to develop and execute growth strategies specific to their markets. The Sales Leader combines strategic vision with hands-on leadership to translate business objectives into actionable plans, foster a culture of accountability and collaboration, and ensure consistent execution that delivers measurable results for clients and the organization.
Job Responsibilities:
Growth Architecture
* Develop growth plans in collaboration with Region Presidents and senior leaders that align to Wealth Management's strategic priorities and utilize the Global Sales Organization's growth framework
* Identify new market opportunities and design go-to-market plans to capture share.
* Build strategic partnerships and foster relationships with key stakeholders to expand reach.
* Analyze market trends and competitive landscape to inform decision-making.
Sales Excellence
* Drive consistent achievement of sales targets and profitability goals.
* Lead implementation of enhanced sales processes, tools, and methodologies to optimize performance.
* Monitor pipeline health and forecast accuracy, ensuring timely reporting and insights.
* Champion client-centric selling and ensure alignment with Northern Trust brand.
Leadership & Coaching
* Lead, mentor, and develop a team of sales professionals to maximize potential.
* Foster a culture of accountability, collaboration, and continuous improvement.
* Provide regular coaching and feedback to enhance individual and team performance.
* Conduct ongoing external talent mapping and develop hiring pipeline.
* Lead team in alignment with Northern Trust culture behaviors.
Operational Execution
* Ensure appropriate sales incentive management and allocation based on performance.
* Drive compliance with FINRA, SEC regulations and fiduciary responsibilities.
* Oversee operational processes including territory planning, resource allocation, and expense management.
* Leverage data-driven insights to improve efficiency and effectiveness.
* Collaborate cross-functionally with Wealth Management practices, Marketing, Finance and others to deliver seamless execution.
Knowledge & Skills:
* Broad industry and fiduciary product knowledge.
* Understanding of estate and tax planning regulations.
* Strong analytical, strategic thinking, and problem-solving skills.
* Excellent communication, negotiation, and relationship-building abilities.
Education & Experience:
* College degree and/or relevant financial services experience.
* Proven track record of delivering revenue growth and building high-performing teams.
* Leadership experience in Wealth Management sales highly valued.
* Industry credentials (CFA, CFP, CPA, CPWA, CIMA) preferred.
* Series 7, 63, and 24 licenses required.
Salary Range:
$197,455 - 345,575 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
$80k-104k yearly est. Auto-Apply 22d ago
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Service Associate
Morgan Stanley 4.6
Houston, TX job
Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate
must have the ability to resolve problems using all available resources and escalate matters, as
necessary.
DUTIES and RESPONSIBILITIES:
OPERATIONAL SUPPORT:
• Manage documents, including quality reviews for accuracy and completeness, scanning and
electronic filing
• Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and
distributing regular and/or overnight mail at multiple points throughout the day
• Perform basic money movement functions such as check deposits, issuing checks and cash and
securities transaction approvals
• Assist with processing of trade adjustments and responding to operational alerts
• Execute actionable items upon review of delegated reports and requests to meet service level
expectations in a timely manner
• Support the Service and Risk Management team in audit preparedness through ongoing monitoring
of accounts and processes, ensuring compliance with firm policies and regulatory requirements
• Remedy and/or escalate service breaks to management team
OTHER:
• Assist with special projects (e.g., recruit onboarding support)
• Identify Firm services and solutions that support clients' needs including secure, digital offerings like
Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features
• Maintain focus on evolving policy and platform changes, participating in training opportunities and
conference calls as needed
• Perform various other administrative duties on behalf of the branch (e.g., telephone coverage,
ordering supplies, facilities support)
• Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers
• Organize and track progress against operational remediation projects
Qualifications
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
Knowledge/Skills
• Strong computer skills and knowledge of Microsoft Office products
• Exceptional writing, interpersonal and client service skills
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Reports to:
• Service Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$67k-108k yearly est. Auto-Apply 60d+ ago
Consulting Group Analyst
Morgan Stanley 4.6
Houston, TX job
Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting FA/PWA/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Consulting Group Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.
DUTIES and RESPONSIBILITIES:
Client Service:
As a key member of the service team, provide coverage for a FA/PWA/team including:
* Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
* Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
* Remaining current on all policies, procedures and new platforms
Business Development Support:
* At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
* At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
* At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
* At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* 5+ years of experience in a field relevant to the position required
* Four-year college degree or professional certification preferred
* Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
* Additional product licenses may be required
* Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation
Knowledge/Skills
* Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
* Technically proficient and quick learner of new and updated platforms
* Detail oriented with superior organizational skills and ability to prioritize
* Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multi-task
* Goal oriented, self-motivated and results driven
Reports to:
* Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting FA/PWA/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Consulting Group Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.
DUTIES and RESPONSIBILITIES:
Client Service:
As a key member of the service team, provide coverage for a FA/PWA/team including:
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
• Remaining current on all policies, procedures and new platforms
Business Development Support:
• At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• 5+ years of experience in a field relevant to the position required
• Four-year college degree or professional certification preferred
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required
• Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation
Knowledge/Skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven
Reports to:
• Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$89k-111k yearly est. Auto-Apply 11d ago
2027 Fixed Income Summer Analyst Program (Houston)
Morgan Stanley 4.6
Houston, TX job
The Fixed Income Summer Analyst Program in Houston is a 10-week program within the Commodities Division, including one week of classroom training. The Commodities Division is a market leader in energy, metals, and agricultural product trading worldwide whose professionals trade in both physical and derivative commodity risk. Over the course of the summer, the Summer Analysts receive on-the-job training, benefit from working alongside experienced professionals on meaningful projects, and build their skillsets in a dynamic and evolving environment.
Program Overview
Summer Analysts begin with a one-day orientation where they are introduced to the Firm's businesses and learn what it's like to be an employee at Morgan Stanley. Fixed Income Summer Analysts then attend Sales & Trading division-specific training where they learn core skills essential for success. The curriculum includes daily market updates, business-specific overviews, and basic product and technical training.
Role & Responsibilities
* Sales: Understand how a client base is developed and maintained; create investment ideas; learn how we sell and cross-sell the Firm's products; represent the Firm when interfacing with clients on important business issues.
* Trading: Assist in generating trade ideas and analysis; support all aspects of the market-making and trade execution process, from providing research analytics on trades to relative value analysis.
* Strategy: Help develop investment recommendations on Fixed Income Securities through the study and analysis of market fundamentals and technical research. Understand how we use the existing firm model database to develop new models.
* Structuring: Learn how to build valuation models to help issuers and investors optimize a transaction's economics, and quantify sources of value and risk.
Qualifications & Skills
* You are pursuing an undergraduate Bachelor's degree or a 1 -Year Master's degree with a graduation date of December 2027 or Spring 2028.
* Minimum 3.0 GPA.
* While no prior knowledge of finance or sales & trading is required, you must have a keen interest in finance and markets.
* You are analytical, adaptive, possess a strong work ethic, are a leader yet team player, as well as a multi-tasker.
* You possess strong oral and written communication skills.
Applications will be reviewed on a rolling basis and we encourage you to apply as soon as you are ready. In order to be considered a complete application, students must submit an application and complete a HireVue (instructions emailed upon submission of application). Applications will close on Sunday, March 1.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Job Level
Summer Analyst
Program
Summer Analyst
$69k-97k yearly est. Auto-Apply 3d ago
Sr. Principal Coach
Invesco 4.6
Houston, TX job
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Job Description
About the Department/Team:
Enterprise Architecture, Platforms, and Practices (EAPP) is on a journey to evolve into an industry-leading capability with standardized deliverables, governance, engagement models, tools and processes that will enable technology transformation and ensure the consistency of architecture practices at scale across the company.
About the Role:
We're seeking a visionary leader who can architect and lead a data-driven strategy to measure and accelerate productivity, efficiency, and secure development practices across agile teams. This role sits at the intersection of engineering excellence, agile transformation, and security, and will be instrumental in shaping how we define, implement, and measure best practices across the enterprise.
Responsibilities of the Role:
· Design and lead the development of analytics frameworks that measure team productivity, velocity, quality, and security posture. Drive requirements for the development of transformation dashboards and reporting tools that provide actionable insights to engineering leadership, coaches and teams.
· Partner with Agile Coaches, DevSecOps, and Software & Quality Engineering leaders to define and evolve best practices for secure software development. Translate qualitative and quantitative data into strategic recommendations for continuous improvement.
· Collaborate with engineers and analysts to build scalable data pipelines and models. Ensure data integrity, governance, and alignment with enterprise architecture standards.
· Act as a trusted advisor to senior leadership, providing insights that influence investment decisions and transformation roadmaps. Collaborate cross-functionally with Product, Security, and Engineering teams to align metrics with business outcomes.
Requirements of the Role:
· 8+ years in analytics, engineering, or agile transformation roles.
· Deep familiarity with agile metrics (e.g., cycle time, lead time, DORA metrics, story point velocity).
· Experience with secure SDLC practices and DevSecOps principles.
· Strong communication and stakeholder management skills.
· Strategic Thinker with a strong understanding of agile/lean methodologies and secure software development.
· Technical Expertise in data engineering, analytics platforms (e.g., Power BI, Harness, Planview etc.), and cloud-native environments.
· Change Agent who thrives in ambiguity and can drive adoption of new practices through influence and data storytelling.
· Experience working in large-scale enterprise environments with complex team structures and regulatory requirements.
Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) YesWorkplace Model
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Vendor Coordinator (Houston, TX) We're looking for a detail-oriented professional to support our Construction Management team in Houston. In this role, you'll coordinate and align Construction Management & Inspection resources to support projects moving into the construction phase. If you enjoy keeping complex processes organized, building strong partnerships, and ensuring quality standards are met, this could be a great fit for you!
What You'll Do:
* Monitor vendors for compliance and support stakeholder collaboration
* Ensure vendors meet regulatory and inspection requirements
* Review vendor inspection test plans and coordinate with engineering teams
* Manage documentation packages, RFIs, NCRs, and inspection reports
* Develop inspection checklists and support continuous improvement initiatives
* Track KPIs, supplier performance, and provide reporting as needed
* Travel to other U.S. locations as necessary for assignments, training, and meetings
Minimum Qualifications:
* High School Diploma
* 2-4+ years of experience in business analysis, vendor surveillance, project coordination, and/or construction management
* Knowledge of trade skills related to inspection, pipeline, facility practices, or shop surveillance
* Proficiency in MS Project, Excel, and PowerPoint
* Strong organizational, communication, and problem-solving skills
* Comfortable with public speaking
* Military service may substitute for industry experience (MOS)
Preferred Qualifications:
* Associate's degree in engineering, construction management, or a related field
* API 510 certification
* Knowledge of ASME, ASTM, ISO 9001 standards
* Ability to review welding procedures and quality documentation
If you're ready to contribute to impactful projects and grow within construction management, please send your resume to Brandon at bgreen@blackrockres.com.
#LI-DNI
Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We're Looking For
* Customer service, phone, or financial services experience will prepare you for this role
* Banking, insurance, or financial experience is an excellent addition to your experience
* We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses
* Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
* Superb interpersonal skills and passion to engage with clients
* An aptitude to assess client needs and identify opportunities
* Remarkable attention to detail and ability to prioritize
* Organizational skills to manage multiple tasks
* Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
* A key member of the team, you are offering support to Fidelity's most valuable clients daily
* By identifying leads and making effective introductions, you are directly impacting the success of the branch
* Your efforts will be valued by clients and you will find working with those clients a rewarding experience
* As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Customer Service
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$33k-51k yearly est. 9d ago
Senior Principal Solutions Architect, Data Platform
Invesco 4.6
Houston, TX job
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Job Description
The Department
Our mission is to create world-class, client-centric technology solutions that drive competitive advantage, grow our global business, and deliver an investment experience that helps people get more out of life. This mission is fueled by inventive and cohesive teams, which thrive on collaboration and shared trust and demonstrate the diversity of thought. Our success is driven by our people, which is why we invest heavily in our talent, promoting continuous learning and development, offering opportunities to work with emerging technologies, and creating the space to discover.
Our high-performing, OneTech team is seeking candidates who innovate, operate effectively in an agile environment, challenges the status quo and are driven to succeed.
Your Role
Step into a pivotal role where your expertise will shape the future of enterprise data capabilities in financial services. As Senior Principal Solutions Architect, you'll lead the design and delivery of innovative, secure, and scalable data solutions that drive business transformation. You'll collaborate with talented teams across the enterprise, translating complex business needs into strategic architectures that power automation, AI, and advanced analytics. If you thrive on solving challenging problems, influencing technology direction, and making a lasting impact on how data is leveraged across an organization, this is your opportunity to be at the forefront of data-driven innovation.
You will be responsible for:
Translate complex business requirements into scalable, secure, and innovative data architecture by partnering with cross-functional stakeholders, including product owners, engineering leads, enterprise architects and operations teams to design and implement enterprise-grade solutions. This includes leading design reviews, mentoring delivery teams on best practices, and leveraging approved platforms and tools to drive strategic outcomes and operational efficiency.
Provide strategic leadership across business, delivery, and architecture teams to drive alignment between enterprise objectives and technical execution.
Develop and communicate high-impact architectural artifacts, including solution diagrams, narratives, and reference models that clearly articulate how proposed designs meet business objectives while conforming to enterprise technology standards.
Lead architecture review sessions, influence stakeholder alignment across business, engineering, and governance teams, and ensure traceability from requirements to implementation through well-documented design decisions.
Cultivate strategic partnerships and foster alignment across key stakeholder groups including business leaders, application owners, engineering, operations, and infrastructure teams to ensure architectural solutions are well-integrated, scalable, and aligned with enterprise priorities.
Lead cross-functional collaboration forums, drive consensus on solution design decisions, and serve as a trusted advisor in bridging business needs with technical execution.
Apply enterprise-level architectural thinking to design solutions that holistically align with overarching business strategies and objectives.
Anticipate future growth, integration needs, and evolving technology landscapes to architect scalable, resilient, and adaptable systems that ensure long-term sustainability, performance, and governance compliance across the organization.
Design and implement scalable metadata integration strategies across diverse data sources and analytics platforms, including the development of automated ingestion workflows and centralized metadata repositories.
Provide strategic leadership in responsible and ethical AI deployment by partnering with Legal, Privacy, Cybersecurity, and Risk teams to embed governance, compliance, and accountability into AI and data-driven solutions. Lead enablement programs for data stewards, analysts, and AI practitioners to promote responsible data and AI usage.
Evaluate new technologies to maintain advanced data capabilities.
Lead change management initiatives to ensure successful adoption of new platforms, processes and practices.
Management of relationships with technology vendors, service providers, and external partners.
Lead the design and implementation of data observability frameworks that monitor data health across ingestion, transformation, and consumption layers.
Champion the adoption of observability practices across engineering, analytics, and governance teams ensuring visibility, accountability, and operational resilience in data-driven decision-making.
The experience you bring:
10+ years of experience in enterprise architecture or solution design, preferably in financial services or asset management.
Deep expertise in cloud platforms (AWS, Azure), data platforms (SQL Server, Snowflake, etc.), analytics platforms (Power BI, Tableau, etc) and integration technologies.
Hands-on experience leading the design, development, and deployment of business software at scale
3-5 years proven track record as an AWS Solutions Architect or Senior Cloud Engineer role
Experience with software development life cycle (SDLC) and agile/iterative methodologies required
Experience with IT compliance and risk management requirements (eg. security, privacy, GDPR)
Infrastructure automation through DevOps scripting (E.g. Terraform, Python, PowerShell).
Data Governance, Data Quality, and Data Observability experience including capability implementation and integration in a large corporation desirable.
Ability to work in a team environment. Hybrid model with 4 days in office per week.
Ability to manage multiple projects simultaneously, prioritize work, and meet deadlines.
Relevant certifications such as TOGAF/Agile are preferred.
MBA or commensurate relevant work experience
Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) YesWorkplace Model
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
$115k-145k yearly est. Auto-Apply 60d ago
Practice Engagement Specialist
Invesco 4.6
Houston, TX job
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
* Flexible paid time off
* Hybrid work schedule
* 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
* Health & wellbeing benefits
* Parental Leave benefits
* Employee stock purchase plan
Job Description
The Role:
The Practice Engagement Specialist will work directly with clients within their area of specialty - focusing on improvement in the critical dimensions of our client's systems, processes and talent growth within their businesses. The PES will provide the coaching and speaking capacity needed for both field and corporate clients. Another important goal of the Practice Engagement Specialist is to support our internal sales teams with the goal of elevating their consulting and coaching capabilities. This role will report directly to the Managing Director of Executive Consulting but work collaboratively with IGC's leadership team, Executive Consultants and other internal stakeholders (e.g., Marketing, WMP, etc.).
Responsibilities of the role:
* The Practice Engagement Specialist (PES) will provide specific coaching and consulting services directly to clients designed to improve the efficiency and effectiveness of an advisor's practice. This includes helping advisors create additional capacity in their business, improve their client onboarding process, discovery skills, annual review process and more.
* Support our team of Executive Consultants by working together to assist Invesco's Top Clients and Top Financial Professional Teams. In this capacity they will be positioned as a specialist and part of the Executive Consultant's team.
* Engage directly with our clients who have completed the Practice Innovation Index. Specifically, they will lead our PII coaching debrief sessions following the completion of the diagnostic tool.
* Conduct presentations and hands-on workshops within their area of specialty. This includes events initiated through our field-led COI activities, events requested by our platform clients in support of corporate partnerships and other related initiatives that may involve project management and/or group coaching deliverables.
* Act as a resource and coach for Market Leaders, Market Consultants and professionals on Invesco's internal sales desk in support of their continued evolution and elevation of the consultative, TCX journey. This will include coaching and mentoring on TCX, select content within Invesco Global Consulting, business strategy and general skill development.
* Support our team of Executive Consultants and Market Leaders with the design and delivery of solutions focused on the DSD/ML's Center of Influence connections.
Experience required for the role:
* 5+ years of experience in consulting, coaching, and executing content strategies.
* Excellent presentation skills, strong attention to detail, and ability to manage multiple priorities.
* Proven success in partnering with senior leadership and incorporating feedback.
* Strong relationship management within asset management/financial services for institutional and retail clients.
* Brings fresh ideas informed by research and industry trends; thrives in agile, entrepreneurial environments.
* Bachelor's degree (or equivalent experience); Series 6/7 and 63 preferred.
The salary range for this position in Non-Office - USA is $200,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace Model
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
$44k-67k yearly est. Auto-Apply 27d ago
Senior IT Auditor
Invesco 4.6
Houston, TX job
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Job Description
About the Department:
The Invesco Internal Audit function provides independent assurance, advisory, and investigative services for the organization. While partnering closely with business leaders, the department focuses on the most critical risks and issues facing the organization and delivers strategic, innovative, and data-driven results. The department strives to be valued business advisors that provide meaningful solutions and insights, not just information and recommendations. Our team continuously seeks opportunities to improve our methodology by leveraging technology, data, agile principles, and creative solutions to maximize value to the organization.
About the Role:
As a Senior IT Auditor, you will have exciting opportunities to not only enhance your knowledge and familiarity with new technologies and cybersecurity practices across the global organization, but also Invesco products and business processes through integrated reviews covering areas such as Investments, Trading, Distribution, Compliance, and Finance.
You will support execution of audit and advisory engagement activities for technology and security related domains. The audit work will require obtaining a detailed understanding of the technologies and processes under review, performing the audit testing and analysis, documenting the results, and presenting recommendations to management.
Responsibilities of the Role:
Effectively planning and executing comprehensive audits and advisory engagements assessing technology and information security related areas under the direction of Internal Audit Management.
Obtaining an understanding and evaluating processes and technologies.
Collaborating with leadership and colleagues to assess the design and effectiveness of processes using traditional and innovative techniques.
Conducting audit testing and analysis and completing documentation of high quality in accordance with departmental standards.
Collaborating with the Internal Audit Data Analytics team to design, develop, and consume moderately complex data analysis.
Documenting and reporting process weaknesses or inefficiencies.
Conducting entry/exit meetings with business area management.
Drafting and finalizing results and reports targeted to senior management and corporate directors.
Performing follow-up on previously identified findings and management's action plans.
Completing tasks within the allotted timeframes.
Embracing a culture of agility, innovation, and continuous improvement within the Internal Audit function.
Executing investigative analysis as requested.
Requirements of the Role:
Minimum 2-4 years of experience in technology audit, consulting, or information security roles
Bachelor's degree in Information Systems, Computer Science, Engineering, or Finance preferred. Other business or technology related degrees considered depending upon relevant experience.
Professional auditing, security, or technology designation (e.g., CISA, CISSP, CCSP, AWS Cloud Practitioner, CFA, etc.) or actively pursuing the completion of such designation preferred.
Previous experience in the asset management, securities and/or banking industries a plus.
Experience auditing enterprise and web applications, cybersecurity practices, privacy, and various infrastructure platforms such as UNIX, Linux, Windows, SQL Server, Oracle databases.
Knowledge of and experience auditing networking and firewalls a plus.
Experience with concepts and auditing of cloud-based platforms (AWS, Microsoft Azure, Google Cloud), services, and applications a plus.
Previous experience in technology, data analysis, consulting, and/or technology compliance roles would also be considered.
Strong knowledge of leading practices around IT controls, such as the COBIT, NIST, or ISO27000 frameworks.
Strong knowledge of technology and cybersecurity trends and tools.
Proficiency in code development, specifically programming languages such as R and Python a plus.
Proficient with analytics software such as Tableau, Spotfire, Alteryx, ACL, IDEA, etc. a plus.
Proficient with Microsoft Office (MS Word, Excel, Power point, Access etc.).
Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) YesWorkplace Model
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.
$96k-116k yearly est. Auto-Apply 60d+ ago
Senior Director, POM Product Management Manager
The Bank of New York Mellon 4.4
Houston, TX job
Senior Director, Platform Product Manager At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Senior Director, Platform Product Manager to join our Structured Debt Platform on our Corporate Trust team. This role is located in Houston,TX, Pittsburgh, PA, or New York City, NY
In this role, you'll make an impact in the following ways:
* Develop, lead, and execute the strategic vision for Analytics & Reporting within the Structured Debt Platform; own the overall Platform roadmap, and align teams around delivery goals.
* Provide leadership support to multiple pod-level Product Owners driving the transformation agenda across multiple structured finance product types, including but not limited to CLO, ABS, RMBS, Conduits & Repacs, ensuring alignment across multiple pod-level product backlogs.
* Accountable for all risks originated from services delivered (including remediation efforts) and own an aggregated view of risk across the Structured Debt Platform.
* Continuously groom & reprioritize pod backlogs, provide strategic input & decisioning, manage & reduce blockers, and ensure continuous flow of work for pods.
* Provide day-to-day direction to guide Platform operations and evaluate the impact of the Product against established scorecards.
* Collaborate with Product/Platform leadership to share progress, flag challenges, and codify lessons learned.
* Manage issue escalations and risks.
To be successful in this role, we're seeking the following:
* Minimum of 15 years of experience in the Structured Finance or Corporate Trust sectors
* High degree of proficiency in OKR, Design Thinking, Event Storming, prototyping, iterative development, Scrum, and Agile product development preferred
* Domain expertise in Structured Finance, CLOs, Syndicated Bank Loans, Private Credit, ABS and RMBS
* Experience with Structured Finance systems, modeling & Securitization software, such as Solvas (Alter Domas) and ASAP (PWC)
* Passion for changing the status quo and driving out-of-the-box ideas.
* Eagerness to 'roll up the sleeves' in execution and learning; pushes the team to do the same.
* Strong leadership and influencing skills.
* Ability to make hard and fast decisions.
* Strong problem-solving skills.
* Master's degree in Finance, Engineering, Computer Science, Statistics, Economics, Operations Management, or a related field preferred. Bachelor's degree with equivalent experience will be considered.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $160,000 and $300,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $136,500 and $300,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Contract Conformance Specialist IV - Houston Interested? Please send your updated Word or PDF format resume to Beth at bsprague@blackrockres.com #LI-BS1 The Contract Conformance Specialist (CCS) is accountable for the day-to-day sourcing and conformance activities for all contractual arrangements of assigned capital projects.
The CCS manages the entire administration stages of the contracts on the Projects.
The CCS manages the flow of documentation and communication related to the contractual relationship between Company and Contractor to ensure contractual obligations are met.
Assigned projects each typically up to 3 years duration.
Desired Qualifications:
Ability to support the negotiation of complex contracting issues.
Experience with sourcing and administration of large, complex Engineering and Construction
Demonstrated proficiency with Microsoft Office, Teams, Oracle, ProjectWise and SharePoint.
Duties and Responsibilities:
Facilitate preparation of contract exhibits, which include scope, specifications, pricing, and special instructions.
Assist in writing technical contract language describing the scope, pricing, and special instructions for each assigned project.
Coordinate with the SCM Team Lead to ensure project specific functional requirements and contractor clarifications & qualifications (when applicable) are incorporated in the final contract documents.
Lead contract negotiations with potential proponents during the contract bidding and formation phases.
Coordinate project team in its development of a project specific communication plan.
Review documents submitted by contractors for compliance with contract and provide notification to contractors of non-compliance and deviations from baselines, with concurrence of team and project manager.
Manage change order process, which includes managing change order log, generating change directives, reviewing contractor requested changes, and preparing approved change orders.
Prepare meeting agenda, participate in person at, and take & distribute meeting notes for, all contract-related meetings between company and contractor.
Establish and implement project contract document control and retention system in compliance with company procedures.
Review contractor submitted invoices for compliance with the requirements; distribute for review and approval by the appropriate personnel; and monitor through payment to the
Education: Bachelor's degree in an engineering, construction, legal, technical or business discipline with some experience in legal, engineering, construction, and/or contract administration or contract conformance of construction related projects, preferably in the gas pipeline industry; or associate's degree with a minimum 10 years of experience in legal, engineering,
construction, and/or contract administration or contract conformance of construction
related projects, preferably in the gas pipeline industry.
Specific knowledge and experience in contracting process and issues related to energy industry construction projects.
The position will require some travel, approximately 10-25% of the time as required, primarily within the assigned Project region in both US and Canada.
$67k-97k yearly est. 3d ago
Vice President, Client Operations
The Bank of New York Mellon 4.4
Houston, TX job
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Vice President, Client Operations to join our team. This role is located in Houston, TX.
In this role, you'll make an impact in the following ways:
* Develop and implement client service strategies by utilizing in-depth knowledge of client operations and industry best practices.
* Lead initiatives to enhance client satisfaction and operational efficiency by continuously evaluating and improving service delivery processes.
* Ensure compliance with regulatory requirements and company policies by maintaining up-to-date knowledge of industry standards and implementing necessary changes.
* Collaborate with cross-functional teams to address client needs and resolve complex issues, demonstrating strong problem-solving skills.
* Provide expert guidance and support to internal teams and clients, fostering a culture of excellence and continuous improvement.
* Analyze client feedback and operational data to drive improvements and inform strategic decision-making.
* Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
* Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams.
* Proficiency in client service operations and a thorough understanding of industry regulations and standards.
To be successful in this role, we're seeking the following:
* Bachelor's degree in business, Finance, or a related field.
* Advanced degree or professional certification preferred.
* 7-12 years of experience required.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Senior Associate, Client Processing - Loans Enablement to join our Loans Enablement Operations team. This role is located in Houston, TX.
In this role, you'll make an impact in the following ways:
* Provides complex analytics and reporting services, working to improve and automate Client Processing systems.
* Manages moderate to complex external client issues.
* Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue.
* Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner.
* Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
* Solves complex problems based on an understanding and knowledge of the intricacies of the system.
* Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
* Provides support to lower level client processing roles.
* May be responsible for allocating and checking work of other team members.
* May be responsible for specific supervisory review, training and approval actions.
* Contributes to the achievement of related teams objectives
To be successful in this role, we're seeking the following:
* Bachelors degree or the equivalent combination of education and experience is required.
* 5-7 years of total work experience is preferred.
* Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred
* Experience in brokerage processing preferred.
* Applicable local/regional licenses or certifications as required by the business.
* Prior loan operations experience in a financial service setting preferred
* Detail oriented
* Excellent verbal and written communication abilities
* Ability to self-manage, prioritize, and execute workload
* Familiarity with technical applications to include, but not limited to, Microsoft Office applications
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
$87k-125k yearly est. 30d ago
Associate, Client Processing I
The Bank of New York Mellon 4.4
Houston, TX job
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Associate, Client Processing II to join our Conventional Trust Client Platform team. This role is located in Houston, TX.
In this role, you'll make an impact in the following ways:
* Performs routine and non-routine client service and transactional support functions.
* Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues. Processes account related transactions per scheduled events/client authenticated direction.
* Following established procedures, answers inquiries, and resolves problems or issues.
* Manages situations which may require adaptation of response or extensive research according to client response.
* Escalates more complex situations to senior colleagues.
* Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
* Performs complex operational tasks in a product or functional area.
* Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data.
* May be responsible for allocating and checking work of team members.
* May be responsible for specific supervisory review and approval actions.
* Contributes to the achievement of team objectives
To be successful in this role, we're seeking the following:
* Bachelor's degree or the equivalent combination of education and experience
* 0-3 years of total work experience preferred
* Excellent communication and writing abilities
* Demonstrated ability to prepare transmission files and coordinate with cross-functional groups
* Attention to detail
* Problem solving, critical thinking, time management and communication
* Ability to self-manage, prioritize, and execute workload
* Prior experience with Microsoft Office applications, especially Excel
* We are looking for an individual that possesses these skills or the willingness to learn our processes. We are also interested in individuals who are looking to grow as our department is growing and changing every year.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
$52k-73k yearly est. 18d ago
Investment Consultant - The Woodlands, TX
Fidelity Investments 4.6
The Woodlands, TX job
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We're Looking For
* Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
* Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up
* Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity
* Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
* Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
* You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
* Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
* You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.