Planet Home Lending jobs in Meriden, CT - 1489 jobs
Financial Advisor
Edward Jones 4.5
Stamford, CT job
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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$45k-100k yearly 4d ago
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Legal Operations Manager (USA)
Trexquant Investment 4.0
Stamford, CT job
Trexquant is a growing systematic fund manager with a core team of highly accomplished technologists. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity and futures markets. We are hiring a Contract Manager based in Stamford, CT to manage data and technology procurement contracts. This position will sit in the Company's Legal and Compliance team.
We are seeking a Legal Operations Manager to join our growing legal and compliance functions. This role is ideal for someone who enjoys building scalable, tech-enabled legal processes and managing the operational backbone of a high-performing legal team.
You will implement and maintain contract management systems, automate workflows, ensure compliance and recordkeeping, support regulatory filings, and manage the intake and tracking of legal requests. You will also handle less complex contract negotiations using established form agreements and playbooks.
Responsibilities:
Contract Management & Automation
Administer and optimize Trexquant's contract lifecycle by using contract management tools (e.g., Ironclad, Conga).
Manage legal document execution and storage processes.
Track contract renewals and compliance obligations.
Technology Enabled Process and Workflow Design
Build and maintain Jira or other solution based workflows for legal request intake, approvals, and reporting.
Proactively identify opportunities to automate and streamline legal and compliance processes.
Develop workflow descriptions and provide training to improve operational efficiency across the firm.
Contract Negotiation Support
Review, negotiate, and redline agreements such as NDAs, vendor contracts, and amendments by using form templates and playbooks.
Coordinate with internal business teams and external counterparties to finalize contracts.
Compliance & Recordkeeping
Maintain organized filing systems for regulatory and corporate compliance materials.
Support reporting, audit and policy implementation efforts.
Qualifications:
Bachelor's degree required; JD preferred but not required.
3-10 years of experience in legal operations, contract management or paralegal roles within a technology, financial services or legal department environment.
Strong understanding of contract lifecycle management and technology enabled workflow design.
Proficiency with:
Jira (for workflow management)
Conga or Ironclad (for contract lifecycle management)
DocuSign and Adobe Sign (for e‑signature processes)
Google Workspace (Docs, Sheets, Drive, etc.)
Basic HTML or similar skills (for form and template customization).
Excellent organizational skills, attention to detail and ability to manage multiple priorities in a fast‑paced setting.
A proactive mindset with a passion for improving processes through technology.
Ability to come 4 days per week in office with greater flexibility over time.
Benefits:
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Pre‑tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer.
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$83k-135k yearly est. 4d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Hartford, CT job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$95k-168k yearly est. Easy Apply 60d+ ago
Bilingual Customer Service Specialist, I
Carrington Mortgage 4.5
Westfield, MA job
Come join our amazing team and work a hybrid schedule!
The Customer Service Specialist I will be responsible for providing excellent customer service by answering a large volume of incoming calls and third party inquiries regarding existing real estate mortgage loans primarily handling inbound calls and outbound calls to borrowers due for current month. Resolve customer issues as quickly as possible while providing accurate and timely information within company policies and all applicable regulations. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates.
The Customer Service Specialist I level is the entry level role in the job family and generally handles the least complex inbound calls; escalates more complex call as appropriate. The pay for this position is $20.00/hr plus monthly incentive. An additional $1.50/hr can be added for the Spanish bilingual skill set.
What you'll do:
Answer least complex incoming calls, via an Automated Call Distribution system (ACD), from borrowers and third parties with inquiries about existing mortgage loans.
Deliver accurate and timely information to callers in a courteous and professional manner, striving for first-call resolution whenever feasible and in compliance with all applicable regulations.
Refer more complex or complicated calls to qualified team member.
Perform necessary steps to provide call resolution which may include setup and routing of process tasks, email or phone contact with supporting departments.
Track, follow-up and complete customer call backs to ensure inquiry resolution.
Collect payments whenever necessary and appropriate.
Document call details, such as nature of call, customer comments, follow-up dates, etc., in mortgage servicing system.
Knowledge of Fair Debt Collection Practices Act preferred.
Knowledge of relevant and industry-specific computer software packages preferred.
Basic negotiation skills.
Ability to understand problems and to collaborate and explore alternative solutions.
Ability to make decisions that have moderate impact on the immediate work unit.
Ability to organize thoughts and ideas into understandable terminology.
Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy.
Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly, and quickly.
What you'll need:
High school diploma or equivalent work experience.
Customer service/call center experience preferred, but not required.
Banking, Mortgage/Loan Servicing industry experience preferred, but not required.
Bi-Lingual (Spanish) skillset preferred.
Hours Monday-Friday
Our Company:
Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ***************************
What We Offer:
Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Notice to all applicants: Carrington does not do interviews or make offers via text or chat.
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$20 hourly Auto-Apply 46d ago
Head of LLM Application Team (USA)
Trexquant 4.0
Stamford, CT job
We are seeking a Head of a LLM Application Team to lead the design and development of cutting-edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real-world applications and be excited to explore transformative use cases across quantitative research and trading.
Responsibilities
* Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals.
* Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading.
* Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state-of-the-art techniques to inspire transformative applications in systematic finance.
* Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state-of-the-art techniques to enhance systematic investment strategies.
* Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities.
* Lead and build a high-performing team of machine learning engineers and researchers, fostering innovation and excellence.
$87k-127k yearly est. 4d ago
Loan Admin Support Services Supervisor
Carrington Mortgage 4.5
Westfield, MA job
Come join our amazing team and work a hybrid schedule based out of our Westfield office!
The Loan Admin Service Support Supervisor provides leadership, training and supervision to employees in the Loan Administration Support Department. Oversee and coordinate daily loan servicing activities within assigned team. Prepare and maintain reports and records for processing. Works under general directions with substantial latitude and makes decisions involving the savings and losses to the company and investors. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $70,000.00/yr - $75,000.00/yr plus annual bonus.
What you'll do:
Provide leadership, training and supervision to employees in the Loan Administration Support Department.
Oversee and coordinate daily loan servicing activities within assigned team. Prepare and maintain reports and records for processing.
Works under general directions with substantial latitude and makes decisions involving the savings and losses to the company and investors.
Manage the workflow and assignment of work activities to assigned units within the department; follow up for completion to ensure that service standards are consistently met.
Assist in the management of processing all aspects of borrower incoming and outgoing correspondence.
Monitor team(s) assignments to ensure deadlines are met in accordance with the organization's policies
and applicable laws.
Accurately assess strengths and development needs of employees including timely and specific
feedback and performance management.
Provide leadership to assigned team(s), including hiring and training employees. Demonstrate
persistence and overcome obstacles, which allow the team to achieve challenging goals that are set by
the supervisor.
Handle and resolve escalated requests from customers or third parties and assist the Loan
Administration Support teams in identifying solutions.
Develop, update, and implement effective policies and procedures to ensure timely, accurate, cost
effective and excellent service to our customers and in accordance with state and federal requirements.
Identify and analyze escalated problems and provide guidance to team members for resolution.
Lead special projects, conduct the research, provide information and identify possible solutions.
Mortgage Servicing experience required
Excellent critical thinking, problem solving, writing, and sound judgement skills
Must be a team player with strong attention to detail and able to work independently.
Advanced negotiation skills and knowledge of ongoing regulatory issues preferred
Ability to understand opposing points of view on highly complex issues and to negotiate and integrate different viewpoints
Ability to make decisions that have significant impact on the immediate work unit and monitor impact outside the immediate work unit
Ability to organize and prioritize work schedules of others on a short and long-term basis
Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy
Ability to compose materials, such as detailed reports, work-related manuals, publications of limited scope or impact, etc., and/or to make presentations outside the immediate work area
What you'll need:
Two (2) to Four (4) plus years related Mortgage servicing experience and/or financial industry, with a minimum of two (2) years supervisory experience required.
Our Company:
Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ***************************
What We Offer:
Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Notice to all applicants: Carrington does not do interviews or make offers via text or chat.
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$70k yearly Auto-Apply 2d ago
Microsoft Business Applications Sales Consultant
Itc Worldwide 4.7
Hartford, CT job
ITC WORLDWIDE is seeking a dynamic and experienced Microsoft Business Applications Senior Sales Consultant
WFH or an ITC field office
Are you passionate about selling business applications solutions that empower organizations to achieve more? Do you have a proven track record of delivering results in a complex and competitive market? Do you have experience with Microsoft Dynamics 365 Finance & Operations or other ERP systems? If so, we want to hear from you.
To be successful in this position you will possess the following attributes:
Motivated and proactive professional with previous experience in end-to-end sales within Microsoft or equivalent Enterprise Applications.
5+ years face-to-face selling experience - Microsoft product suite expertise including D365, PowerApps and Business Central is highly regarded.
Demonstrated ability to hunt new business opportunities.
Ability to build and foster strong customer relationships in existing customer base.
A strong customer-centric approach and ability to network across a complex organization.
Skills in managing multiple commercial processes (new business sales), forecasting precisely and identifying challenges to positive commercial outcomes.
Develop and execute a sales strategy in designated territories and work with both vendor and Industry teams to execute.
Arrange and conduct customer meetings, serve as trusted advisor by understanding a customer's existing and future digital transformation roadmap and driving the sales.
Strong networking skills and industry experience
Ability to drive new business and get engaged with lead generation.
Liaising with solution consultants to drive correct business outcomes.
Desire to be involved in a rapidly growing business and take a leadership role in helping it thrive.
Strong personality motivated by continual improvement and self-development
Responsibilities:
Develop and execute sales strategies to grow revenue and market share in the Finance & Operations segment.
Build and maintain strong relationships with key decision makers and influencers across various industries and geographies.
Understand customer needs and pain points and propose value-added solutions that leverage Microsoft's D365 platforms and applications.
Collaborate with delivery and pre-sales teams to ensure proposed solutions align with client requirements.
Working with Marketing and Business Development personnel to help develop lead generation campaigns along with target marketing to specific verticals.
· Manage the entire sales cycle, including prospecting, negotiations, and contracting
Develop and nurture a robust pipeline of prospects to achieve and exceed sales targets
Leverage your sales knowledge and existing Microsoft ecosystem network
Qualifications:
Minimum of 5 years of experience in selling enterprise software solutions, preferably in the ERP domain
Strong knowledge of Microsoft Dynamics 365 Finance & Operations or other ERP systems and their business benefits
Excellent communication, presentation, and negotiation skills
Ability to work independently and as part of a team in a fast-paced and dynamic environment.
Bachelor's degree in business, finance, or related field
Prior consulting services sales experience required, and an understanding of Microsoft's Business Applications preferred (Sales, Service, Marketing, Finance, HR, Supply Chain, and Project Operations)
Package Details
Contract W2 role for an experienced Tech Seller!
Base Salary (Draw) W2
Commissioned: from 1-3% on lifetime Support
+ Bonus on Managed Services
+Cash Bonus
What's in it for you
Qualified Leads
Technical Sales & Service Support
Product Selling Training Provided
Dynamics 365 - CRM
Dynamics 365 - Business Central
Microsoft 365
ISV Solutions (Offers)
Neural Impact Sales Optimization Training
Differentiation & Engagement
Effective Discovery & CIO Engagement
Project Impact & Objection Handling
$ 150,000.00
(US Dollar)
BIzzApp Sales 2. Acct exec 3. services & support consult
$150k yearly 60d+ ago
HVAC Mechanic/Controls Technician (3rd Shift)
First Federal Community Bank 3.9
Fairfield, CT job
DIVISION: Facilities Management
DEPARTMENT: Facilities Management - Energy Services
BASIC FUNCTION: Performs routine repairs and provides preventative maintenance on all heating, ventilating and air conditioning equipment; possesses familiarity with and ability to read electrical and mechanical drawings and is familiar with low voltage controls, motor controls and DDC controls; responsible for the cleanliness and safety of equipment in designated buildings; completes documentation; provides backup support and interacts with various supervisors.
UNUSUAL WORK CONDITIONS: Work on roofs and climb ladders. Must be available for emergency call-ins. Must operate a motor vehicle. Capable of working alone and able to lift reasonable amounts of weight with no physical restrictions; must cover any shift due to vacation and/or illness.
KNOWLEDGE AND SKILL NEEDED:
EDUCATION: High School diploma, some trade school preferred. Connecticut State HVAC license required D2.
EXPERIENCE: Experience in a systems-oriented environment with some limited
exposure to servicing; familiarity with tools and instruments related to HVAC industry. Demonstrates knowledge of electrical techniques and ability to read floor plans etc. Possession of EPA, OSHA or state licenses or certifications is desirable. Must have a valid State of Connecticut driver's license in good standing and be in good physical condition.
SCHEDULE: This is a 3rd shift position. The Energy Department workweek is on a rotating two (2) week schedule that provides employees work every other weekend as follows:
Schedule days of work - Monday, Tuesday, Wednesday, Saturday, Sunday / scheduled days off Thursday, Friday; followed by scheduled days of work Monday, Tuesday, Wednesday, Thursday, Friday / scheduled days off Saturday, Sunday.
REPORTS TO: Supervisor, HVAC
ESSENTIAL FUNCTIONS:
1. To perform routine repairs and provide preventative maintenance on all heating, ventilating and air conditioning equipment located in campus buildings, dormitories, townhouses, apartment complex and the Central Utilities Facilities complex. This involves:
Maintaining air handling units with filter replacements, pneumatic controls, exhaust fans, etc.
Familiarity with and ability to read electrical and mechanical Drawings.
Familiarity with low voltage controls and motor controls; familiarity with DDC controls (e.g., Alterton and Carrier Comfortworks),
Ensuring the adequate operation, temperature, pressure and safety of equipment,
Notifying supervisor of any abnormal pressures and temperatures before adjusting.
Interacting with contractors as needed.
2. Assist on installations of new or repaired equipment utilizing knowledge of electrical and mechanical techniques.
3. To be responsible for the cleanliness and safety of equipment rooms in designated buildings.
4. To complete appropriate documentation. This involves:
Assessing and completing requisitions on supplies needed for servicing,
Maintaining and logging accurate records on malfunctions and repairs.
5. To provide backup support if the Associate Director of Energy Services and the Supervisor, HVAC are absent.
6. To interact with the Associate Director of Energy Services and the Supervisor HVAC on major equipment problems and recommending corrective action.
7. To participate in the growth and development of the department. This involves:
Participating in regularly scheduled staff meetings and attending seminars as needed,
Promoting an image of efficiency and courtesy throughout the university community and consistent with the department's mission.
Providing recommendations on system modifications, upgrades, policies and procedures.
8. To promote safe and secure working conditions. This involves:
Promoting the proper utilization of equipment and materials.
Reporting immediately to supervisor any unsafe working conditions.
9. To perform other related duties as dictated or directed by responsibilities.
Duties may be changed and/or be added at any time.
*Disclaimer*
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. 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.
Category:
Facilities - Union
Performs such other duties, responsibilities, and activities as required by supervisor and as departmental/University needs indicate.
*Disclaimer
The above information indicates the general nature and level of work performed by employees within this classification. It is not designed to contain and should not be interpreted as a comprehensive inventory of all duties, responsibilities, activities, and/or qualifications required or expected of employees assigned to this job. Duties, responsibilities, and activities may change and new ones may be assigned at any time, with or without notice.
All offers of employment are contingent upon a satisfactory background check.
Fairfield University provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Load a resume or CV first, then upload supporting documents including a cover letter at the bottom of the third page under the "My Experience" section where it says to upload a
Resume/CV
. You will be able to upload up to 5 other documents in this section. You will be unable to edit your application, so please have all documents available before applying. Faculty Positions: If you need to upload more than 5 documents, please either combine them to upload or email the additional documents to the applicable contact in the job description. Staff positions: If you need to upload more than 5 documents, please either combine them to upload or email them to ****************
$64k-80k yearly est. Auto-Apply 60d+ ago
Summer 2026 Intern - Software Engineer
Empower Retirement 4.3
Hartford, CT job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
Summer 2026 Intern - Software Engineer
Location: Hartford, CT (on-site & in-person)
Duration: 10 weeks from May 27, 2026 to July 31, 2026
Schedule: Full-Time (40 hours/week)
Compensation: $24.00 - $25.00 per hour (based on academic level)
Empower is a leader in financial planning and retirement solutions, committed to helping people achieve financial freedom. We serve millions of individuals, employers, and advisors through personalized products, smart technology, and a people-first approach.
Program Overview
Empower's Summer Internship Program offers an immersive 10-week experience designed to develop rising professionals with an interest in financial services. Our interns thrive in a fast-paced, growth-oriented environment while gaining valuable insights into our business, culture, and mission.
Each intern is paired with a dedicated manager, mentor, and executive sponsor, and will work on a meaningful summer project. This program includes:
Hands on-experience with real business initiatives
Exposure to senior leadership and cross-functional teams
Networking opportunities
Professional and personal development workshops
At the conclusion of the internship, each intern presents their work to business leaders, showcasing the impact they've made.
What you'll do
As a Software Engineer Intern, you will:
Assist in designing and building small- to medium-sized development projects using both traditional coding tools and no-code/low-code platforms.
Support front-end development tasks, contributing to UI components and learning modern frameworks and design practices.
Work with mentors and project stakeholders to understand requirements and help translate them into simple, functional technical solutions.
Participate in hand-on development activities, including configuring tools, testing features, documenting work, and preparing demos.
Identify opportunities to streamline processes and propose improvements as you learn our systems and development approach.
Over the course of the 10-week internship, you will contribute to either a defined individual project and/or collaborative team initiatives. You are expected to deliver meaningful contributions and results, with ongoing support, guidance, and feedback from your team.
What you bring
We're seeking college students who demonstrate a balance of technical aptitude, professionalism, and curiosity. Ideal candidates will bring the following:
Required Qualifications:
Currently enrolled in a college or university (Bachelor's or Master's program)
Minimum cumulative GPA of 3.0
Available for full 10-week program (May 27 - July 31, 2026)
Must reside near or be able to reliably commute to Hartford, CT (in-person internship)
Hands-on experience with front-end software development tools in coursework or projects
Experience with Microsoft Office Suite (Excel, Word, PowerPoint)
Authorization to work in the U.S. without current or future visa sponsorship (CPT/OPT not supported)
Core Competencies:
Strong verbal and written communication skills
Ability to work independently and within a collaborative team
Critical thinking and problem-solving mindset
Self-directed with a proactive approach to learning
Professional curiosity and eagerness to explore new tools and ideas
Demonstrated accountability and follow-through on individual or team-based goals
What will set you apart
At least 2 years of academic progress toward a bachelor's degree
Expected to graduate and be available for full-time employment by mid-2027
Preferred majors: Computer Science, Information Systems, Software Engineering, Data Analytics, or other relevant technical fields
Important notes
Applications are reviewed on a rolling basis.
High-performing interns may be considered for return offers or full-time opportunities post-graduation.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
Base Salary Range
$44,800.00 - $61,600.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-12-2026
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$44.8k-61.6k yearly Auto-Apply 14d ago
Associate Banker (Part Time)
Ives Bank 3.3
Danbury, CT job
Job Title: Associate Banker
Department: Retail Banking
Summary: The Associate Banker accurately records customer checks, deposits, and withdrawal transactions and provides outstanding service to the organization's customers. Correctly verifies customer information including names, dates, and account numbers to ensure safety of transactions. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team.
Key responsibilities include, compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying products and services that will benefit customers and efficiently accomplishing customer requests.
Reports To: Branch Relationship Manager
Key Responsibilities:
Transaction Accuracy
Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions
Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required
Balances cash drawer daily for both the cash and transaction totals
Transaction Processing
Efficiently and accurately records checks, deposits, withdrawals and other transactions into the computer systems
Effectively addresses customer questions; successfully managing periods of heavy traffic at the branch
Customer Relationships
Provides outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships
Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner
Consistently makes time to be friendly, get to know our customers and make every customer feel important
Product Knowledge & Recommendations
Shows knowledge of the products and services offered by the organization
Reviews current accounts and customer requests to determine new products and services that will benefit the customer
Identifies customer needs and refers customers to appropriate branch personnel
Refers customers to the correct departments and contacts that provide specific products or services
Sales
Achieves daily, weekly and monthly referral goals
Reviews Incentive compensation for accuracy and communicates personal progress
Works in a team environment
Efficiently uses the bank's CRM and follows up on leads
Compliance & Security
Complies with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags
Follows all bank policies and procedures
Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with all regulations
Comply with all daily, monthly and quarterly Security procedures
Report issues or complaints to a supervisor for follow-up
Secure all documents and confidential data following the "clean desk" policy; lock computer screen and secure equipment when leaving desk or station
Lock and secure cash drawer and teller station when leaving station
Follow all daily security procedures with entering and leaving the branch; secure all teller line doors and break room areas
Greet and/or acknowledge customers as they come into the branch and report any unusual occurrence to the supervisor
Support other branches with staff as needed
$65k-111k yearly est. 60d+ ago
President & CEO
The Moran Company 4.0
Derby, CT job
TEAM, Inc.
Derby, Connecticut
The Moran Company is pleased to partner with TEAM, Inc. to recruit the organization's next President & CEO.
Organizational Background
TEAM is a private, 501(c)3 not-for-profit corporation founded in 1965 - the enactment of the Economic Opportunity Act (EOA) in 1964 created Community Action Agencies, like TEAM, across the nation.
TEAM's footprint in the community spans basic needs and case management services, Early Childhood and Head Start, Elderly Services and Meals on Wheels, Employment and Training Supports, Housing Supports, Food Assistance, and more. TEAM is dedicated to helping people and empowering individuals and families toward economic stability. Individuals or families seeking help at TEAM are provided with a caring and responsive reception, comprehensive intake and application assistance, and ongoing communication to address individual or family needs, basic needs, and areas of social impact focused on upward economic mobility and self-sufficiency.
TEAM's direct services include basic needs and case management that promotes self-sufficiency; child development and family wellbeing initiatives; childcare; diaper assistance; home-heating energy assistance and counseling to reduce and cover energy/utility costs; assistance to individuals in acquiring the skills that promote opportunities for improved employment; income management services that encompasses household financial counseling and tax filing; housing assistance; food assistance including child and elderly nutrition; and elderly support and wellbeing initiatives.
In addition to direct services, TEAM coordinates regional access to the full array of eligible human services programs through an extensive network of community partnerships, coalitions and support programs and services available throughout TEAM's communities.
TEAM's administrative offices are in Derby, Connecticut - located within southwest Connecticut area fondly known as The Valley. Derby and neighboring communities of The Valley offer a suburban lifestyle with a small-town feel, making it an attractive option for families and young professionals. The area's affordability, job opportunities, and access to parks make it a desirable place to live. Residents appreciate the community atmosphere, safety, and the ability to enjoy a variety of amenities.
Position Summary
The President/CEO is responsible for managing the day-to-day operation of TEAM Inc.,
which includes approximately 207 staff, executing the strategic plan in collaboration with the board, ensuring the consistent achievement of financial objectives, and implementing policies set by the board. The President/CEO will ensure a professional working relationship exists between staff, board members and state and federal funding sources. The President/CEO is accountable to the board and reports to the board chair.
Key Responsibilities
Specific Responsibilities
Assure that the organization has a long-range strategy which achieves its mission and toward which it makes consistent and timely progress.
Provide leadership in developing program, organizational, and financial plans with the Board of Directors and staff, and conduct plans and policies authorized by the board.
Promote active and broad participation by volunteers in all areas of the organization's work.
Maintain official records and documents and ensure compliance with federal, state, and local regulations.
Maintain a working knowledge of significant developments and trends in the field.
Communications
Ensure the board is fully informed about the organization's overall condition and any significant factors that affect it.
Publicize the activities of the organization, its programs, and goals.
Establish sound working relationships and cooperative arrangements with community groups and organizations.
Represent the programs and point of view of the organization to agencies, organizations, and the public.
Staff Relations
Responsible for recruitment, employment, and release of all personnel, both paid staff and volunteers.
Ensure that sound human resource practices are in place, including but not limited to the agency's job descriptions, regular performance evaluations, and overall staff excellence.
See that an effective management team, with appropriate provision for succession, is in place.
Ensure ongoing compliance with all provisions outlined in current Union Agreements, and responsible for successor Agency/Union agreements. Cultivate and maintain high quality workplace environments and management & staff morale for overall agency excellence.
Encourage staff and volunteer development and education and assist program staff in relating their specialized work to the total program of the organization.
Maintain a climate which attracts, retains, and motivates a diverse staff of top-quality people.
Budget and Finance
Ensure the financial operations of the agency, including budget development/management, general ledger maintenance, purchasing, payroll, and cash management are sound and in accordance with relevant laws and regulations including FASB, GAAP, Uniform Guidance to ensure effective use of agency resources.
Ensure that adequate funds are available to permit the organization to conduct its work.
Jointly, with the chairperson and secretary of the board of directors, conduct official correspondence of the organization, and jointly, with designated officers, execute legal documents.
Professional Qualifications and Personal Attributes
A master's degree is preferred in Human Services, Business, or related fields with five to six years of progressively responsible supervisory/administrative experience; or a bachelor's degree in related discipline with at least 10 years of appropriate experience with increasingly responsible supervisory/administrative experience.
Passion to promote self-sufficiency, economic security and transformational change to help individuals and families improve their quality of life.
Previous success in establishing external relationships with individuals and organizations of influence including government agencies, civic leaders, partner agencies, and volunteers.
A strategic thinker.
Ability to manage conflict and diversity.
Proven success working with a board of directors.
Ability to build strong collaborative teams and actively engage with staff.
Ability to advocate with public officials to maintain funding opportunities, identify, and secure new sources of funds.
Knowledge of social support systems and grant-making.
Strong interpersonal skills.
Unwavering integrity to do what is best for TEAM and its communities.
Strong written and oral communication skills.
Strong nonprofit organizational management skills, including strategic planning, program development, and staff leadership.
Understanding of personnel and fiscal management systems.
Compensation
The projected compensation for this position is based on education and experience starting at $160,000.00 annually.
Compensation is supplemented by a strong benefits package including medical, dental, disability, life insurance, life and AD&D, voluntary insurances, pension with up to 6% employer match, vacation, sick leave, personal leave, and holidays.
Relocation expenses are negotiable.
Statement of Non-Discrimination
TEAM, Inc. is an Equal Employment Opportunity Employer. It is the policy of the Agency to be fair and equitable in all of its policies and practices and provide equal employment opportunity (“EEO”).
Application Process
The search for the TEAM Inc. President/CEO is being conducted by The Moran Company. Questions about the position can be directed to Ann Graff, The Moran Company; ****************************.
$179k-290k yearly est. Auto-Apply 43d ago
Head of FX Quantitative Strategy (USA)
Trexquant Investment 4.0
Stamford, CT job
We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge.
Responsibilities
Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies.
Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes.
Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies.
Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies.
Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies.
Requirements
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
5+ years of experience in researching and trading quantitative FX based strategies.
Experience managing or leading a team of quant researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary, plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Trexquant is an Equal Opportunity Employer
$81k-123k yearly est. Auto-Apply 60d+ ago
Portfolio Delivery Leader
Limra and Loma 3.7
Windsor, CT job
Portfolio Delivery Leader About Us: Recognized as the trusted source for industry knowledge, LIMRA AND LOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success.
Why Join Us: Leading life insurance and financial services organizations around the world rely on our membership to make bottom-line decisions with greater confidence. They turn to us for:
Research: Catalysts for new ideas, industry benchmarking, and strategic planning.
Learning & Development: Programs to assess, train, and increase productivity, and develop future corporate leaders.
Networking: Connections with industry leaders and peers through study groups, committees, and conferences.
The Opportunity: We are seeking a strategic and results-driven Portfolio Delivery Leader to oversee the end-to-end delivery of prioritized solutions across the enterprise. This role is critical in ensuring that product development, marketing, sales, and service efforts are aligned, scalable, and impactful. The ideal candidate will bring deep expertise in delivery leadership, stakeholder engagement, and continuous improvement to drive business outcomes and value.
What You'll Do:
Lead end-to-end delivery of key products and solutions across the enterprise.
Standardize and optimize product development and go-to-market processes.
Collaborate with senior leaders, product owners, marketing, sales, and service teams.
Track KPIs, manage risks, and provide executive-level reporting.
Champion continuous improvement and delivery excellence.
What You Bring:
Bachelor's degree in Business, Technology, or related field (MBA preferred).
7-10 years in portfolio, program, or product delivery leadership.
Proven success managing complex, cross-functional initiatives.
Strong communication and stakeholder engagement skills.
Proficiency in project management tools (e.g., Jira).
What Do You Need To Succeed?
Strategic Thinking: Aligns delivery outcomes with enterprise goals.
Product Development & Go-to-Market Expertise: Builds scalable frameworks across product, marketing, sales, and service.
Project Management: Skilled in planning and maintaining delivery roadmaps.
Cross-Functional Leadership: Influences across business, technology, and product teams.
Communication & Facilitation: Engages stakeholders at all levels.
Analytical Thinking: Uses data to drive decisions and measure performance.
Risk & Issue Management: Proactively resolves delivery challenges.
Change Management: Drives adoption of new processes and tools.
Join Us: If you are someone who values collaboration, continuous learning, and making meaningful contributions, we encourage you to apply and explore this opportunity at LIMRA AND LOMA.
LIMRA and LOMA are committed to fostering an inclusive workplace where individuals feel valued and empowered to contribute. We welcome people with unique perspectives and backgrounds, recognizing that a wide range of experiences strengthens our ability to help members navigate with confidence.
We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
$144k-204k yearly est. 56d ago
Private Client Specialist I - Greenville, SC
TD Bank 4.5
Hartford, CT job
Hours: 40 Pay Details: $ 25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
Depth and Scope:
* Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
* Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
* Handles complex financial transactions where products and services are highly competitive
* Is competent using financial planning software
* May act as a subject matter expert to Sales Support team
* Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
* Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
* Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
* May act as primary contact for client relationships with regards to portfolio information and basic financial planning
* May resolve more difficult Client issues, problems, and requests
* Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
* Executes in a manner that is compliant with regulations, policies, and procedures
* Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
* Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
* Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
* Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
* Represents TD Wealth to the public in a professional manner
* Is involved in your community and supports TDBG charity and community initiatives
* Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
* Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
* Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
* Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
* Completes all applicable specialized training
* Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
* Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
* Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
* Keeps others on the team informed about status of account administration, retention, and projects
* Completes assigned administrative/Client service tasks within policy and operating procedures
* Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
Education and Experience:
* Bachelor degree preferred
* Internal candidates: 3+ years of experience working with TD's client platforms required
* Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
* Knowledge of investments, banking and credit products preferred
* A self-starter, ability to work with minimal supervision
* Ability to excel at administration and be exceptionally well organized
* Demonstrates considerable initiative in providing a high level of organization
* Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
* Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
* Demonstrates ability to manage multiple responsibilities and timelines
* Proven track record of delivering results and executing with excellence
* Excellent written and verbal communication skills
* Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$28k-33k yearly est. Auto-Apply 13d ago
Marketing Manager: Private Capital RFP and Investment Communications Manager
Mesirow Financial Holdings, Inc. 4.8
Stamford, CT job
The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. Mesirow has frequently been named one of the Best Places to Work by Crain's Chicago Business and is a Barron's Top 100 RIA Firm.
Mesirow Integrated Marketing and Communications (IMC) oversees the Mesirow brand, creating a unified, seamless experience for key stakeholders, from clients and prospects to the media and the people of Mesirow. The team integrates marketing activity across mixes of tactics, channels, and media channels, ensuring consistent, client-centric messaging and shaping go-to-market strategy for our core businesses in Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services.
Position overview
We are seeking an experienced RFP and Investment Communications Manager to oversee our firm's RFP process and lead the development of investment content supporting institutional business development initiatives across our private capital platform.
This role requires exceptional writing and editing skills, high financial services acumen, strong process management capabilities, and the ability to build trust with senior investment professionals. The individual will partner closely with the Alternative Credit, Institutional Real Estate Direct, Capital Formation, Marketing, Compliance, and Corporate Services teams to support growth, strengthen brand positioning, and deliver client-focused, high-quality communications.
The role reports to the Global Head of Mesirow Capital Formation and Currency Solutions with strategic alignment to senior marketing leaders and Private Capital leadership.
Time allocation in this hybrid role will fluctuate. However, RFPs, RFIs and DDQs will take precedence due to their deadline-driven and business critical nature.
Key responsibilities
RFP, DDQ, and Client Questionnaire Management
* Lead the creation, coordination, and delivery of RFPs, DDQs, RFIs, and consultant database updates for Alternative Credit and Institutional Real Estate Direct.
* Gain in-depth knowledge of each investment team's philosophy, process, and differentiators to ensure accurate, compelling, and competitive positioning.
* Serve as a subject matter expert and steward of RFPIO, ensuring libraries are continuously updated, responses are high-quality, and workflows are efficient.
* Train stakeholders and champion adoption of RFPIO, our enterprise RFP workflow platform; RFP process improvements; automation; and use of AI as appropriate.
Strategic Marketing & Content Development
* Partner with subject matter experts to create investment content and thought leadership pieces for institutional audiences. This may include white papers, briefs, commentary, video etc.
* Develop, manage, and execute a holistic editorial calendar in partnership with Marketing colleagues, aligning with firmwide themes, market opportunities, and brand strategy.
* Ensure strategic alignment of all content with Mesirow's brand story and organizational goals.
* Collaborate with Client Experience Marketers to produce and refine product and service collateral, including fact sheets, pitchbooks, and commentary.
* Track key engagement metrics to inform continuous improvement and reporting.
Requirements
* Four-year degree, CFA and/or CAIA designation are a plus
* 7+ years of experience in marketing/communications; asset management industry experience required
* Proficiency using RFP management tools (ideally RFPIO) to efficiently coordinate responses, manage content, and support business development initiatives.
* Strong written and verbal skills
* Ability to effectively communicate, internally and externally
* Strong attention to detail
* Client-focused, solutions-oriented, teamwork-focused, driven, self-motivated
* Ability to manage multiple priorities and perform effectively in a deadline-driven environment.
* Strong sense of accountability
* Dependable, positive attitude, innovative, team player and flexible
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $95,000 and $115,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program.
EOE
$95k-115k yearly 60d+ ago
Underwriter II - Group Benefits Priority Account
The Hartford 4.5
Hartford, CT job
Underwriter I - UO08KEUnderwriter II - UO08ME
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more.
Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
The Underwriter will be part of the Priority Accounts (PA) Team and is responsible for: New Business, Renewals, and Inforce business opportunities which will help to build and sharpen technology (PRISM, rating system) skills. Working with Sales to negotiate rates and ensure profitability on Renewals. Ownership of assigned Sales office and to be a part of the overall block and pricing strategies.
• In this role you will have an opportunity to learn the intricacies of rating and building plan designs, work with pricing tools, and serve as strategic reserve for other underwriters to allow for growth and upmarket moves.
• Develop emerging underwriting skills and consistent technical proficiency of underwriting guidelines and underlying risk management philosophy
• Effectively and independently handle renewal ratings by building the formula and needed picks using Short Term Disability (STD) Incurral.
• Establish solid relationships with all internal and external business partners, negotiating prices and benefit options with the sales team and brokers
• Actively drive and participate in an assigned amount of project work and special assignments
• Ensure data integrity reports are promptly completed
• Demonstrate understanding of the elements of pricing including risk factors, manual rates, risk classification, pricing targets and reinsurance
• Working on STD Incurral, Administrative Service Offerings (ASO) STD, Leave Management, AMT Tool and SAADD tools. (Pricing tools)
QUALIFICATIONS:
• Bachelor's degree preferred. Desired majors including Risk Management & Insurance, Business, Economics, Finance, Accounting and Math
• Strong interpersonal and business communication skills
• Minimum of 1+ years of Group Benefits Underwriting, or related experience is preferred
• Solid MS Office Knowledge (Microsoft Excel formulas, sorting, v-look-ups, pivot tables)
• Strong communication, presentation, interpersonal, analytical and research skills
**This position can be filled at different levels depending on experience**
This role will have a Hybrid work schedule, with the expectation of working in an office 3 days a week (Tuesday through Thursday).
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$49,920 - $83,160
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
$49.9k-83.2k yearly Auto-Apply 21d ago
Early Stage Collections Specialist, I (11am to 8pm EST) shift)
Carrington Mortgage 4.5
Westfield, MA job
Come join our amazing team and work a hybrid schedule! The normal work hours will be Monday through Friday from 11am to 8pm EST.
The Early Stage Collections Specialist will be responsible for counseling borrowers on methods for bringing their loan current and/or exploring alternative solutions. Contact borrowers in the early stages (1-59 days) of the delinquency cycle and negotiate payment arrangement to bring borrowers current. In the event a borrower is unable to bring the account current, representatives thoroughly review the borrower's current financial situation and offer additional options depending on the circumstance. They also provide support to inbound Customer Service on high inbound volume days. Individual must perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates.
This role generally performs work of low to moderate complexity. Incumbents are able to perform collections and customer service activities and may still be learning the more complex mortgage concepts and call types. The target pay range for this position is $21.50 - $22.50 per hour plus monthly incentive bonus. An additional $1.50/hr can be added for the Spanish bilingual skill set as well as an additional $1.50 for working 11am to 8pm.
What you'll do:.
Evaluates and helps determine the borrower's ability to pay, and collects appropriate financial information in a courteous and professional manner, striving for first-call resolution and in compliance with all applicable regulations.
Counsels borrowers on their options through education of alternative solutions.
Contacts borrowers, utilizing an automated dialing system (Aspect Dialer) for both inbound and outbound calls.
Provide alternatives to borrowers who demonstrate the ability and or inability to pay, by educating them on repayment plans, loan modifications, short sales, Deed in Lieu of Foreclosure, and/or possible refinancing.
Negotiate reasonable payment arrangements with borrowers, initiate and explain required documents to complete a borrower “Request for Mortgage Assistance” package in compliance with department policies and procedures.
May function as the single point of contact for a borrower.
May need to escalate borrowers to a licensed Loss Mitigation associate for specific workout details.
Provide status on payments and payoff inquiries; verify payment history and new servicer contact information; process payments.
Assist with loan servicing website payments, denied access, password resets.
Respond to escrow, loss draft and closing document inquiries.
Provide status on a wide variety of servicing functions including payment/credit disputes, escrow refunds/shortage, loss draft, short sale, Deed in Lieu of Foreclosure, modification/refinance requests, repayment plans, and additional mortgages activities.
What you'll need:
High school diploma or equivalent work experience
Less than one (1) year collections experience in a customer service/call center environment and /or loan servicing experience
Experience in the Banking, Mortgage/Loan Servicing industries preferred.
Our Company:
Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ***************************
What We Offer:
Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Notice to all applicants: Carrington does not do interviews or make offers via text or chat.
#L1-BS1
$21.5-22.5 hourly Auto-Apply 60d+ ago
Fixed Income Execution Trader (USA)
Trexquant 4.0
Stamford, CT job
Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies.
Responsibilities
* Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives
* Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions
* Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access
* Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes
* Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements
* Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies
* Coordinate with operations on settlements and corporate actions
* Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards
* Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development
$86k-155k yearly est. 49d ago
Head of Systematic ETF Strategy Team (USA)
Trexquant Investment 4.0
Stamford, CT job
Trexquant is seeking an experienced quantitative researcher to lead our Systematic ETF Strategy Team. In this role, you will manage a team of researchers focused on designing, implementing, and trading systematic ETF-based strategies within Trexquant's core quantitative framework. Your leadership will play a critical role in scaling ETF strategies into a meaningful asset class for the firm.
Responsibilities
Lead and mentor a team of researchers to expand ETF capabilities by identifying new data sources, signals, and strategies.
Oversee the design, backtesting, and implementation of systematic ETF trading strategies.
Collaborate with the development team to enhance the performance, robustness, and scalability of ETF simulation and trading infrastructure.
Partner with execution and financing teams to optimize trade execution and capital efficiency.
Work with the risk team to establish monitoring frameworks, controls, and capital allocation processes specific to ETF exposures.
Present ETF research initiatives and progress to senior management, ensuring alignment with firm-wide trading and investment strategies.
Requirements
5+ years of experience researching and trading quantitative ETF-based strategies.
Bachelor's, Master's, or Ph.D. in Mathematics, Statistics, Computer Science, or a related STEM field.
Proven leadership experience managing quantitative research teams.
Strong quantitative, analytical, and problem-solving skills.
Proficiency in Python; familiarity with large-scale data analysis and backtesting frameworks a plus.
Benefits
Competitive salary with performance-based bonus.
Collaborative, casual, and friendly work environment.
PPO health, dental, and vision insurance fully covered for you and your dependents.
Pre-tax commuter benefits.
Weekly company-provided meals.
Trexquant is an Equal Opportunity Employer
$111k-160k yearly est. Auto-Apply 60d+ ago
Intern, Investor Center - CT
Fidelity 4.2
West Hartford, CT job
Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!
The 10-week Fidelity Intern Program (
we lovingly call it our FIDTERN Program
) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience.
Where you spend your summer internship can be a big decision and takes a lot of dedication - we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us…
Find Your Purpose - as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer.
Never a Dull Moment - Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events - everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees.
Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible.
Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.
The Expertise We're Looking For
Undergraduate students in your junior year of college
Interest in investing and wealth management
Experience in customer service, retail, sales or banking
Leadership experience and involvement in student organizations
The Purpose of Your Role
As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.
The Skills You Bring
Your professional demeanor & collaborative problem-solving skills
Basic understanding of the current market, economy and economic trends
Ability to promote customer loyalty while providing an extraordinary customer experience
The Value You Deliver
As one of the first points of contacts in the branch:
You assist financial professionals with providing a full range of investment products and services
You collaborate with team members to bring a fresh perspective to help solve business challenges
You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry
By identifying new opportunities for enhancements, you help think about our business and our customers in a different way
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.
PI26INT
Certifications:Category:Administration
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.