Adjuster (Call Center) - Cupey
Popular Inc. job in San Juan, PR
Company: Popular Workplace Type: On-site Adjuster (Call Center) - Cupey Job Type Full Time and Part Time Opportunities On site: Cupey, PR * This job requires you to participate in training for eight consecutive weeks from 8:00 a.m. to 5:00 p.m.
* This position also requires you to work sitting down and using telephone equipment all the time.
* Flexibility to work weekends, extended hours, and holidays is also required if necessary.
General Description
Locates and notifies customers by telephone with delinquent accounts and attempts to secure payment.
Essential Duties and Responsibilities
* Contact customers by phone to encourage and secure payment of delinquent accounts.
* Dialogue with customer by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service, or credit contract with customer.
* Provides orientation to the customer concerning payment alternatives, debt restructuring, and obtaining a payment promise.
* Follows up on payment promises.
* Receives payments and posts the amount paid to the customer account.
* Records information about the financial status of customers, updates demographic information, and the status of collection efforts.
* Traces the customer to a new address by inquiring at the post office and other locations.
Education
24 credits approved from a University or Accredited Institution or equivalent combination of education and experience.
Experience
At least one year of related experience in collections or customer service.
Other Qualifications
* Ability to identify the client's problems and necessities and offer different alternatives and solutions.
* Excellent interpersonal skills and can work in groups.
* Ability to manage difficult situations with clients.
* Communication skills spoken and written in Spanish and English (preferred).
* Ability to establish priorities and work on multiple tasks at the same time.
* Ability to work under pressure and meet deadlines.
* Customer service skills.
* Knowledge of rules and regulations applicable to the collection of money.
* Ability to influence others, reach agreements, and handle difficult situations with clients.
Values
1. Passion for People
3. Succeed Together
2. Own Every Moment
4. Build the Future
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
ABOUT US
Popular is Puerto Rico's leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular's employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at ***************************. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer
Learn more about us at *************** and keep updated with our latest job postings at *********************
Connect with us!
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Director - Fidelity Digital Assets Program Financial Crimes Compliance
Jersey City, NJ job
DIRECTOR - COMPLIANCE ADVISOR | Fidelity Digital Assets
The Role
We are looking for a dedicated Director - Compliance Advisor, who among other responsibilities will help lead the development of digital asset AML/CFT and sanctions policies, procedures, governance and standards to ensure Fidelity Digital Assets complies with heightened financial crimes compliance expectations for digital assets.
As a Director, you will be responsible for building a comprehensive first-line of defense program with a focus on building out best practices in financial crimes compliance to support new offerings including policies, procedures, reporting and governance. These requirements are to ensure compliance with regulatory expectations and is critical to our success. We are looking for a collaborative, team-focused Director with a sharp attention to detail that will work within the business and across many functions to ensure appropriate oversight and administration our digital assets.
In conjunction with the Fidelity Digital Assets AML Officer and Financial Crimes Compliance, responsibilities are expected to include:
Developing, writing and maintaining policies, procedures and standards for:
AML and Sanctions compliance standards for new products and services that may present novel financial crimes risk;
Transaction monitoring and reporting program tailored to digital assets;
AML Governance, including the creation of key risk indicators and other metrics for senior management and regulatory reporting;
Oversight of outsourced service providers, including internal AML and Sanctions support teams;
Travel Rule and funds transfer compliance
Advising front office colleagues on all issues relating to AML and Sanctions Compliance
Serving as an essential conduit between the Financial Crimes Compliance Team and the Fidelity Digital Assets front office to assist in the successful implementation of AML and Sanctions compliance initiatives;
Internal audit and regulatory exam support;
Developing and providing reporting to senior management and regulators as needed
Staying well-informed on the evolving regulatory landscape and communicating new and revised regulatory requirements to the business
The Expertise and Skills You Bring
Established (8+ years) track record of success in financial services including experience with Compliance, AML and Financial Crimes
Deep knowledge of applicable AML and Sanctions laws and regulations and an understanding of material proposed regulations impacting the field
Experience with digital assets is required
Ability to influence key decision makers through a combination of knowledge, reasoning and relationships
Demonstrated success working collaboratively across various teams, including Compliance, Legal, Operations, Risk and Audit
Excellent interpersonal, verbal, and written communication skills including ability to tailor communication to stakeholders at various levels
4-year college degree required
Great organizational skills and proven ability to balance competing asks according to policy, urgency, and importance
Proven ability to simultaneously identify, prioritize and address multiple issues and respond to shifts in priorities
Strong ability to work and flourish in a fast-moving, start-up environment that operates in an uncharted regulatory environment
Process documentation, including process flows
This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working.
Fidelity is not providing immigration sponsorship for this position
The Team
A subsidiary of Fidelity Investments, Fidelity Digital Assets provides an institutional-grade digital asset experience that incorporates the history, principles, and expertise of a traditional financial institution. The business is uniquely built for institutional investors and offers secure custody, integrated trading, and 24/7 support in the digital asset ecosystem. Established in 2019, Fidelity Digital Assets develops products and solutions that scale with investors' needs, allowing clients to navigate digital assets with confidence. Learn more at ******************************
The base salary range for this position is $103,000-211,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Compliance
Vice President, Associate General Counsel
Jersey City, NJ job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
Financial Advisor
Lecanto, FL job
This job posting is anticipated to remain open for 30 days, from 09-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.
#LI-USFATA
Asset Management Risk Manager
Jersey City, NJ job
Job Description:The Role
The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
5+ years of relevant work experience in the financial industry, crypto experience preferred
Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Executive level presentation skills required
Project management experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Foundational understanding of blockchain technology
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $80,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Director, Digital Assets, Financial Crimes Models & Analytics
Jacksonville, FL job
Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role
We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle.
Responsibilities of this role:
Drive digital assets model development and enhancement initiatives.
Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective.
Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs.
Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision.
Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards.
Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships.
Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions.
Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program.
Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts.
Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks.
Providing insight on all aspects of Fidelity's crypto operations
Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come
The Expertise and Skills You Bring
Prior AML/Fraud advisory, surveillance, or investigative experience.
Prior financial crimes model development and/or maintenance experience.
Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more.
Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance.
Prior experience managing a team of high performing individuals with diverse skill sets.
Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions.
Personal experience trading cryptocurrencies, stablecoins and/or NFTs.
Passion for cryptocurrencies and the broader crypto ecosystem in general.
Prior experience supporting regulatory response efforts.
Chainalysis Academy or Elliptic LEARN certifications a plus.
FINRA Series 7, 63, 24 or 9/10 registrations a plus.
Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products
Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships
Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings
Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists
Excellent listening, communication (verbal and written), influencing, and presentation skills
Knowledge/experience with Agile frameworks and methodologies a plus
Passionate about crypto and its intersection with Financial Crimes
Intellectually curious and an early adopter of new technology
Very thorough with strong documentation skills
Able to communicate and explain crypto concepts to non-technical audience
Great demeanor, teammate, and effective contributor
Strong interpersonal skills
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience.
Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses.
The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Business Analytics and Insights
Technical Service Representative
New York, NY job
The Visory Technical Service Representative Lead (Tier 2) will serve as the dedicated on-site technical support resource for a key wealth management client in New York City (Midtown). This role provides advanced troubleshooting, escalated issue resolution, and high-quality customer service while acting as the primary technical point of contact for all on-site needs. Working from the client's office Monday through Friday, the TSR Lead will manage and resolve the client's support tickets, coordinate with the broader Technical Service Team for escalations, and ensure consistent, reliable IT support.
This position requires strong Tier 2 technical expertise with an emphasis on Azure technologies; Nerdio experience is a plus. While MSP background is beneficial, candidates with solid internal IT support experience will also be considered due to the single-client focus. Only candidates currently in the NYC area will be considered for this role.
Duties/Responsibilities:
Provide front-line technical support with exceptional customer service both on-site in NYC office and via email, phone and chat while also achieving target customer satisfaction on assigned tickets.
Use excellent communication and interpersonal skills to ensure that customer and system issues are resolved in a timely fashion.
Identify recurring customer issues and diagnose root causes, then collaborate with Technical Service Manager and Technical Service Team to determine permanent resolutions and solve tickets in the que.
Fully document all customer issues and support calls in the ticket system, including problem resolution and time to fix, as well as update existing documentation when found to be incomplete or inaccurate.
Maintain and participate in on-call schedule, including weekends and after-hours.
Complete assigned training and any other technical training which relates to your job and required skills.
Required Skills/Abilities:
Strong understanding of Active Directory Fundamentals On-Prem and Azure O365
Working knowledge of Group Policy, RDS/RDP, and Citrix fundamentals
Expertise in Microsoft Windows desktop and server operating systems plus Cloud hosting principles.
Knowledge of local printer configurations in Remote VMs & Local On-Prem machines
Proficiency with Remote Monitoring and Management Systems
Working knowledge of Windows Command Line interface
Networking fundamentals - including VPN/VoIP/ACLs/Security/Compliance
Work in conjunction with other departments to investigate issues.
5+ years related IT work experience and/or training; or equivalent combination of education and experience preferred.
Education and Experience:
Associates' or Bachelor's degree preferred
Full Azure Suite experience required, Nerdio a plus!
MS-900 Microsoft 365 Fundamentals Certification, preferred
CompTIA Network+ Certification, a plus!
About Visory:
Visory is a hands-on technology and cybersecurity partner delivering enterprise-grade IT services, compliance support, and managed infrastructure to financial, accounting, construction, and other growing businesses.
Backed by a team of over 150 professionals, Visory combines deep industry expertise with excellent client support to keep clients secure, compliant, and running smoothly. The company empowers clients to confidently navigate digital transformation with proactive, thoughtful solutions.
Director, Asset Management Risk
Jersey City, NJ job
Job Description:The Role
The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
12+ years of relevant work experience in the financial industry
Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Strong understanding of blockchain technology.
Executive level presentation skills required
Project management and/or consultative experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Promote a culture of experimentation to ensure continuously learning
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk Organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
BUSINESS SUPPORT SPECIALIST - WATERFORD
Miami, FL job
Responsible for loan monitoring including all internal and external reporting requirements, company/borrower information and all relevant events. Responsible for supporting responses/ resolutions for internal and external customers and aiding the overall departmental workflow. Responsible for the maintenance of the Loan Portfolio documentation and for providing support to the SAG/ Credit departments as detailed below. Responsible for SAG/REO monitoring and handling.
Essential Responsibilities:
Coordinates with both internal and external parties as it relates to portfolio management process.
Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews.
Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets.
Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting
Act as a liaison between Portfolio management/Credit administration and internal support department and clients.
Special assets assistance - Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements' generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs.
Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report.
Prepare Datamart validation and certification as well as TDR reporting.
Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters
Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations.
Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested
Backup for CRA monthly report submission.
May serve as back up for ordering of residential appraisals and update of log.
Support for Commercial Appraisal/ Appraisal review tracking.
Assist with loan processing as needed.
Support special Project and/ or audits as needed
Other Responsibilities:
Perform/ Assist with Check request, payment of invoices and GL reconciliations
Process deficiency payments
Review the monthly covenant report for accuracies, changes and updates,
Review ONBASE system file upload accuracy.
Independent Judgement:
Exercises a moderate degree of discretion and judgment. Works within assigned parameters always consulting supervisor on variances or situations where decision making is required.
Supervisory Responsibilities:
This job has no direct supervisory responsibilities.
Impact of Errors:
The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable economic impact.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to standard walk. May be requiredto lift and move boxes or packagesnot exceeding 10 pounds in weight.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. May be exposed to external elements when visiting other bank premises, government agencies, etc., as needed.
Competencies:
The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy.
Strong analytical and problem-solving skills
Well-developed written communication and verbal presentation skills.
Able to handles stress, flexible working hours.
Attention to details.
Good communication skills
Customer service oriented
Minimum Requirements
Bachelors in Business, finance or related field or relevant experience. Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required. Microsoft Office proficient (Word,Excel, PowerPoint). CustomerService oriented. Availableto work overtime, when required. Ability to manage multiple priorities, organize daily tasks and meet deadline sin a high-volume environment.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
Case Manager
Palm Valley, FL job
About the Role
We are seeking a proactive, organized, and detail-oriented Case Manager to join our Life Insurance Operations team. This role is responsible for managing the complete new business and underwriting process for life insurance cases-ensuring every case moves efficiently from submission through placement.
The ideal candidate thrives in a fast-paced, structured environment, communicates clearly and professionally, and takes ownership of delivering exceptional service to advisors and clients.
What You'll Do
• Manage a portfolio of 50-70 pending life insurance cases from submission through placement.
• Review new life insurance applications to ensure all requirements are complete and 'in good order'.
• Order and track medical requirements, medical records, exams, and other underwriting documentation.
• Act as the liaison between financial advisors, clients, vendors, and carriers-providing timely case status updates and resolving issues quickly.
• Proactively follow up with all parties to ensure each case progresses smoothly and meets service level standards.
• Advocate and negotiate with carrier underwriters to secure the best possible underwriting outcomes for clients.
• Partner with the internal underwriting team to review escalations or complex cases.
• Maintain accurate documentation and records in internal systems such as eApp, eDelivery, SharePoint, Agency Integrator, Outlook, and Vital Term.
• Build and maintain strong relationships with advisors, internal team members, and carrier contacts.
• Provide high-quality customer service as the primary contact for financial advisors on case-related matters.
• Develop a solid understanding of carrier products, procedures, and underwriting guidelines.
What You'll Bring
• 3-5 years of experience as a Life Insurance Case Manager in a multi-carrier environment.
• Proven ability to manage complex or high-net-worth cases for independent advisors.
• Strong understanding of the life insurance sales process and client communication best practices.
• Excellent organizational and follow-up skills, with the ability to manage multiple cases simultaneously.
• Proactive problem solver who takes ownership of outcomes and demonstrates initiative.
• Experience working across multiple systems, managing both electronic and physical documentation.
• Strong written and verbal communication skills; ability to build trusted relationships.
• Familiarity with medical terminology and life insurance underwriting processes preferred.
• Education: High school diploma or equivalent required; higher education a plus.
Preferred Licenses & Certifications
• Life & Health License
• Series 63
• Series 6
Why Join Us
• Competitive base salary
• Comprehensive benefits package
• Collaborative, professional work culture
• Opportunity to make a direct impact in a high-performance team supporting advisors nationwide
Lead Backend Engineer / Agentic AI
New York, NY job
We are actively searching for a Senior Founding Backend Engineer to join our team in Williamsburg on a permanent basis. In this role you will have the ability to function in a lead capacity and lead the charge in the development of our Agentic AI features. You do not have to have prior experience doing this, but this must be something that you have been wanting to do, you just haven't found the right opportunity to do it.
Specifically, you will work on integrating AI agents and workflows into our platform and ensure seamless interaction between data pipelines, APIs, and LLM-powered services, while maintaining a secure, scalable, and reliable infrastructure foundation.
Your Rhythm:
• Design, build, and scale core platform features across front-end and back-end
• Own services built with React + TypeScript, NestJS + PostgreSQL
• Integrate AI/LLM-powered services and APIs into the platform
• Collaborate with AI/ML engineers to connect models with production-ready applications
• Lead technical discussions and contribute to architecture and system design
• Ensure code quality through reviews, testing, and best practices
• Mentor junior engineers and share knowledge within the team
• Help shape our engineering culture, practices, and processes
• Influence the roadmap and make build vs buy and scalability trade-offs
Your Vibe:
• 6+ years of professional full-stack software engineering experience with expertise in backend development
• Advanced skills in JavaScript/TypeScript
• Experience working with React and modern front-end architectures
• Strong back-end expertise with Node.js, RESTful APIs, async flows
• Hands-on experience with relational databases (PostgreSQL preferred)
Our Vibe:
Relaxed work environment
100% paid top of the line health care benefits
Full ownership, no micro management
Strong equity package
401K
Unlimited vacation
Clinical Laboratory Scientist
White Plains, NY job
Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Himanshi Pandits at email address ****************************** can be reached on # ************.
We have Permanent Role of Clinical Laboratory Scientist for our client at White Plains, NY Please let me know if you or any of your friends would be interested in this position
Position Details:
Clinical Laboratory Scientist, White Plains, NY
Location : White Plains, NY 10601
Project Duration : Full Time/Permanent
Shift Timing : Mon-Fri 8am-4pm rotating w/e and hol
Salary : $93,873.00 - $120,685.50
Position Summary
The Clinical Laboratory Scientist performs laboratory testing using both manual and automated techniques. Performs other duties as assigned.
Essential Functions and Responsibilities Includes the Following:
Understands and adheres to the WPH performance standards, policies, and behaviors
Laboratory testing personnel responsibilities include:
Following the laboratory's pre-analytic and analytic procedures and maintaining records of these tests
Maintaining records that demonstrate that proficiency testing samples are tested in the same manner as patient specimens
Adhering to the laboratory's quality assurance procedures, including documenting all:
Quality control activities including quality control testing and calibrations
Instrument and equipment verifications
Maintenance and preventative maintenance
Following the laboratory's policies and procedures whenever test systems are not within the laboratory's established performance specifications
Identifying and documenting problems that may adversely affect test performance and notifying the supervisor, assistant director or director and documenting all corrective actions taken when test systems deviate from the laboratory's established performance specifications
Ensures the accuracy and quality of all results from pre-analytic, analytic, and post-analytic phases of testing.
Notifies and documents clinicians and patient units of all critical values and maintains the laboratory STAT turn around time requirements.
Participates in regulatory readiness for CAP, AABB, NYSDOH, and Joint Commission.
Maintains 12 Continuing Education credits per year.
Understands and participates in standard operating procedures, proficiency testing, inspection audits, quality program including reporting non-conformances.
Evaluates test results for abnormalities and confirms those results per department protocols where required.
Participates in validations, training, and competency assessments as required.
Responsible for inventory management of lot numbers, expiration dates, labeling, and QC requirement.
Completes all annual mandatory training, in-services, and ongoing education as required.
Performs other duties as assigned.
Section testing training and competency assessments are maintained by the section laboratory supervisor for all assigned disciplines
Sections are listed below:
Generalists - performs Hematology, Coagulation, Chemistry/Immunology, Urinalysis, Microbiology, and Blood Bank specialties
Chemistry/Immunology - Performs Chemistry, Specialized Chemistry, Immunology, Molecular, and Serology testing
Hematology - Performs Hematology, Coagulation, and Urinalysis testing
Microbiology - Performs Bacteriology, Parasitology, Virology, Mycology, Mycobacteriology, Susceptibilities, and Molecular testing
Blood Bank - Performs blood bank testing related to transfusion medicine and blood product distribution.
Anatomic Pathology - Performs histological procedures for routine, specials stains, and immunohistochemistry
Education & Experience Requirements :
Current NYS License as a Clinical Laboratory Technologist required.
Education in accordance with the NYS Office of Professions and CLIA requirements of testing personnel.
Preferred with ASCP Certification.
Service Desk Supervisor
Elmwood Park, NJ job
Service Desk Supervisor
Reports To: Service Desk Manager
Division: Service Desk
FSLA: Exempt
Office Designation: Elmwood Park-In Office, Hybrid
Omega Systems is looking for a Service Desk Supervisor to guide our Service Desk operations, drive excellence in customer support, and ensure compliance with company standards and security policies.
You'll lead a talented team, set the vision for service delivery, and foster professional growth while implementing best practices that elevate performance and customer satisfaction.
Functional Responsibility and Task Statements
Operational Responsibilities
Supervising end-user services and technical support services.
Supervise and oversee day-to-day operations regarding proper ticketing procedures, reporting and technical support via phone.
Provide consistent training and mentoring to members.
Ensure Omega is providing a high level of customer service by performing Quality Assurance processes including but not limited to direct monitoring of employee interactions and analyzing reporting to identify incorrect behaviors and patterns.
Onboard new Omega Service Desk Employees including systems access, training, and confirming proper Omega processes on a regular basis.
Supervise group - including recruitment, supervision and coaching, scheduling, development, evaluation, and performance.
Create, Update, and Improve Documentation to ensure high level of service.
Review Timesheets Weekly
Establish and maintain regular written and in-person communications with the organization's executives, department heads, and end users regarding pertinent IT activities.
Ensures enforcement of procedures to maintain security and access and protect against viruses, hackers, vandals, acts of God, and accidental user mistakes.
Leadership and People Responsibilities
Work with other colleagues within OMEGASYSTEMS teams to deliver an effective Customer support service offering
Help ensure Customer support services teams are focused on achieving results using all resources available from initiation to resolution
Ensure that effective working relationships at all levels are achieved by simplifying complex technical messages and acting as an advocate of OMEGASYSTEMS Customer support teams both externally and internally.
Technical Responsibility and Task Statements
Administrate and facilitate personnel to hire and retain staff.
Assist in team building, maintain work schedules, perform appraisals, and organize staff for optimum effectiveness.
Establish staff training and development programs related to technical services.
Develop measures and controls to ensure performance standards and goals are achieved.
Develop and maintain Key Performance Indicators (KPIs) around testing performed within team.
Mentor and develop direct reports through personal behaviors.
Ensure to provide customer satisfaction across all technical service offerings.
Provide monthly technical activity and status reports
Incumbent(s) in this position may be required to perform other duties and special assignments not specifically stated.
Environmental: The job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, etc.
Travel Requirements: Minimal travel is required for this position.
Desired Qualifications and Skills
Required
Bachelor's degree in a job-related discipline or equivalent working experience.
Minimum of five years of technical experience.
Must have former technical supervisory experience preferably in a Call Center or similar environment.
Knowledge of servers and network operating systems; wide area networks, telephone systems, internet services, electronic mail, web services, microcomputers and other hardware and a variety of software.
Ability to: develop and recommend strategic and tactical plans for the delivery of technical services.
Ability to communicate technical/complex information both verbally and in writing.
Analyze and problem solve a variety of highly technical issues; effectively negotiate/influence others; establish and maintain effective working relationships with internal and external personnel at all levels
EEO STATEMENT
It is the Company's policy to provide equal employment opportunity for all applicants and employees. Omega Systems provides equal employment opportunities to all qualified individuals without regard to actual or perceived race including hair texture and natural hair styles), color, religion, religious creed (including religious dress and religious grooming practices), sex (including pregnancy, perceived pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity (including transgender identity, status and transitioning), gender expression and sex stereotyping, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition or information (including genetic information), family care or medical leave status, military caregiver status, military status, veteran status, marital status, domestic partner status, sexual orientation, status as a victim of domestic violence, sexual assault or stalking, enrollment in a public assistance program, engaging in protected communications regarding employee wages, requesting a reasonable accommodation on the basis of disability or bona fide religious belief or practice, or any other basis protected by local, state, or federal laws. Applicants, as well as employees, who are or become disabled must be able to perform the essential job functions with or without reasonable accommodation. The Company shall determine reasonable accommodation on a case by case basis in accordance with applicable law.
Associate Financial Advisor
Greenwich, NY job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 2 Church St, Greenwich, NY
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
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 an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $68900.00
Hiring Maximum: $73300.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license 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.
Management Applications Development
Tallahassee, FL job
Primary Responsibilities:
Work with software developers, business analysts, data analysts, and other technical and non-technical subject-matter experts to coordinate and facilitate work.
Work with various technical teams (DevOps, DBAs, Network Administrators, Enterprise Development Architects, PMO, etc.) to assist in resolving issues or barriers with applications.
Effectively identify change and use appropriate protocols to manage and communicate this change effectively.
Effectively coordinate resources and assignments among project assignees and ensure work is assigned to the appropriate team members and that service levels are met.
Adhere to the DEP project management methodology, standards, policies, and procedures, as well as technical standards and policies relevant to assigned user stories or tasks.
Manage relationships with DEP program area business partners and develop strong, collaborative relationships with customers to achieve positive project outcomes.
Demonstrate strong relationship and interpersonal skills when working with technical staff, program staff, and the vendor community.
Lead requirements definition meetings with DEP customers.
Gather user requirements through joint requirement-gathering sessions, workshops, questionnaires, surveys, site visits, workflow storyboards, and other methods.
Translate user requirements into documentation that developers and other project team members can readily understand.
Facilitate the negotiation of requirements among multiple stakeholders.
Analyze gathered data and develop solutions or alternative methods of proceeding.
Create Visio process maps, requirements traceability matrices, use cases, test cases, and other needed business-analysis documentation.
Facilitate design sessions with the implementation team to define the solution.
Deliver elements of systems design, including data migration rules, business rules, wireframes, or other detailed deliverables.
Assist in business process redesign and documentation as needed.
Lead and/or participate in systems-testing activities.
Required Qualifications:
5+ years' experience in IT project management, specifically managing medium-to-large scale software application development projects.
5+ years' experience in managing multiple projects concurrently.
In-depth knowledge of the principles, theories, practices and techniques for managing the activities related to planning, managing and implementing software projects and programs.
Documented and proven ability to formulate project plans for managing and monitoring progress on software development projects; to think logically and to analyze and solve problems; compile, organize and analyze data; to evaluate and monitor projects, plans and schedules and implement corrective action plans.
Solid understanding of software development lifecycle methodologies (e.g., waterfall, iterative, agile, etc.)
Strong customer service orientation
Ability to be creative, use sound judgment, and display foresight to identify potential problems in design/specifications and assigned application software systems
Ability to establish and maintain effective working relationships with others
Ability to work independently
Ability to determine work priorities and ensure proper completion of work assignments
Excellent interpersonal, collaborative, oral, and written communication skills
Ability to write technical, business, and plain-language documents and emails with great attention to detail in all written communications
Ability to work well under pressure and meet deadlines without sacrificing quality
Preferred Qualifications:
Project Management Professional (PMP) certification
Experience developing and maintaining detailed project schedules using Microsoft Project
Familiarity with environmental regulatory business processes and practices
Knowledge and understanding of DEP's technical environment
Education:
Bachelor's Degree in Computer Science, Information Systems or other Information Technology major, or equivalent work experience.
Attorney - Intellectual Property
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Responsibilities
Handle complex intellectual property litigation with emphasis on trademark, unfair competition, patent, and trade secret cases.
Apply knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues in practice.
Qualifications
Admitted to the Florida Bar or willing to seek admission within 12 months following date of employment.
Litigation experience with excellent analytical, research, and writing skills.
Ability to successfully work on multiple projects simultaneously and autonomously with keen attention to detail.
Familiarity with e-discovery and e-discovery programs is a plus.
International experience and foreign language skill are a plus but not required.
Compensation and Culture
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Application
Please click here to submit your cover letter and resume and apply.
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L3 Network Administrator
Jacksonville, FL job
requires in person interview.
The Network Level 3 Administrator provides advanced support for data and voice network infrastructure (WAN, LAN, Wi-Fi, VPN, firewalls, load balancers, telephony, etc.) across corporate, data center, and retail locations. This role is responsible for incident resolution, proactive monitoring, configuration management, and vendor coordination. The administrator will also lead transition activities, including knowledge transfer and documentation, and must demonstrate strong communication skills.
Advanced knowledge of network protocols, devices (routers, switches, firewalls, load balancers, telephony systems) Experience with network monitoring and diagnostic tools
Strong troubleshooting and analytical skills
Experience in vendor management and multi-vendor environments
Proven ability to lead transition and knowledge transfer activities
Excellent communication and interpersonal skills
# LI-RJ2
Salary Range - $86,000-$110,000 a year
Mortgage Loan Processor
Red Bank, NJ job
The Mortgage Processor will be responsible for the entire end-to-end mortgage loan process. They will gather and process all loan documentation, confirm files are complete & accurate, ensure compliance with policy, regulatory, and loan terms.
Responsibilities
Review each loan file to verify that documents are present, accurate, and complete before underwriting
Manage loan process through mortgage software system
Ensure that loan rules, obligations, and deadlines are met
Audit and prepare quality files that meet closing objectives
Obtain mortgage loan documentation for clients
Qualifications
Minimum of 3+ years of experience with mortgage loan processing required
Knowledge of FNMA, FHLMC, FHA, and VA loan programs is essential.
Strong understanding of the mortgage lending process, including processing, closing, and funding loans.
Strong prioritization and time management abilities.
Strong attention to detail
Encompass Software a plus
Excellent analytical, communication, and customer service skills.
Generative AI Solution Architect
Summit, NJ job
Must Have Technical/Functional Skills
• Proven experience in designing and deploying GenAI solutions in enterprise settings.
• Strong understanding of LLMs (e.g., GPT, LLaMA, Claude), prompt engineering, and fine-tuning techniques.
• Proficiency in Python and AI/ML frameworks (e.g., PyTorch, TensorFlow, Hugging Face).
• Experience with cloud platforms (Azure, AWS, GCP) and MLOps practices.
• Familiarity with data privacy, ethical AI, and responsible AI principles.
• Excellent communication and stakeholder management skills.
Roles & Responsibilities
• Architect and design end-to-end GenAI solutions using LLMs, multimodal models, and other generative technologies.
• Collaborate with business stakeholders to identify use cases and define solution requirements.
• Lead the development and deployment of GenAI models, ensuring alignment with enterprise architecture and data governance standards.
• Evaluate and integrate third-party GenAI platforms, APIs, and tools.
• Ensure scalability, performance, and security of GenAI applications in production environments.
• Provide technical leadership and mentorship to data scientists, engineers, and developers.
• Stay abreast of emerging GenAI trends, tools, and research to continuously enhance solution capabilities.
Generic Managerial Skills, If any
• Bachelor's or Master's degree in Computer Science, AI, Data Science, or related field.
• Experience in domains such as healthcare, supply chain, or manufacturing is a plus.
• Certifications in AI/ML technologies.
Salary Range: $110,000 $140,000 Year
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & amp; Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
HR Officer - Compensation
Popular Inc. job in San Juan, PR
Company: Popular Workplace Type: Hybrid HR Officer - Compensation HR Officer - Compensation General Description As an HR Officer in the Compensation Center of Excellence, you will be able to analyze, assess, design, and administer compensation programs and matters, including base pay and incentive pay, among others, to support the business to meet their goals through effective talent attraction, development, and retention.
Essential Duties and Responsibilities:
Compensation Governance and Analytics
* In alignment with the Bank's People Strategy, administer and implement the organization's compensation programs and incentive plans.
* Collaborate as needed in the planning, coordination, administration, and reporting of compensation processes including the annual compensation review, merit increase, incentive pay benchmarking, gender pay analysis, etc.
* Collect and analyze data to ensure that the Bank's rewards are aligned with benchmark practices which will enable businesses to fulfil their strategy.
* Collaborate by monitoring the variable pay compensation to ensure regulatory compliance, sales practices policy and other compliance and risk regulations and obligations.
* Analyze the remuneration scheme and prepare internal equity and external competitiveness reports, and ensure all employees' compensation is applied properly, such as Fair Pay.Conduct job evaluations and make compensation recommendations for existing employees.
* Monitor the Bank's job evaluation, leveling and classification programs.
* Conduct large scale and ad hoc compensation analysis and assist with projects.
* Use data and analysis to model incentive plan effects and make recommendations.
* Define, document, and interpret variable compensation related policies with Legal and HR.
* Oversee the career path process among job profiles to ensure overall consistency and appropriateness of application, and compliance with policies, procedures, and guidelines.
* Ensure Job Description governance with updated data to facilitate job profile processes.
* Support system compensation plans such as bonus, merit, and other tasks including testing, data validation, etc.
Fairness, Equity and Performance Management Advisor
* Advice leaders on decisions regarding compensation best practices to pursue internal equity, merit-based performance, and rewards, and train Managers on the application of different Compensation policies based on goals and strategy.
* Provide guidance in the execution of contracted studies, critique related consultant/benchmark reports, reviews data, analytics, and recommendations.
* Monitor market practices and compensation trends to contribute towards effectiveness for design and baseline of compensation standards.
* Assist in promoting the consistent application of compensation programs by identifying opportunities to refine and subsequently communicate/educate on effective compensation practices.
* Keep updated with the recent trends and best practices in the field.
* Work with the leaders of the business and provide them with the relevant analytics and insights.
* Work with our Talent Acquisition team and provide guidance on offers for new hires and internal mobility.
Education
Bachelor's Degree in related fields
Bachelor's Degree from an accredited University/College in Business Administration or Accounting
Experience
A minimum of five (5) years of experience in Compensation or its related practices.
Certifications / Licenses
PHR
SPHR
Global Professional in Human Resources (GPHR)
Certified Compensation Professional (CCP)
Certified Benefits Professional (CBP)
Other Qualifications
Knowledge, Skills & Abilities (KSA's)
* High level of integrity and confidentiality
* Accountability Focus
* Proven ability to consolidate and manipulate large data sets with a commitment to accuracy and details.
* Demonstrated experience conducting, understanding, and interpreting statistical and financial analysis, concepts, and processes.
* Demonstrated ability to quickly learn and apply new analytical tools, techniques, and/or software.
* Demonstrated ability to effectively navigate and collaborate in a large, matrixed corporate work setting.
* Proven ability to achieve objectives in a dynamic, often ambiguous, environment.
* Ability to prioritize well and be flexible in a fast-paced environment and accept changing demands.
* Able to think in an unexpected way and propose creative solutions to complex problems.
* Demonstrated ability with numbers and mathematics and complex modeling where the ability to calculate figures and amounts such as rates, ratio proportions, and percentages is demonstrated.
* Ability to define, aggregate, and analyze metrics.
* Experience setting, interpreting, and governing policies for a large-scale program.
* Ability to establish, conduct and track operations processes properly, and implement changes.
* Familiarity with current employment rules and regulations which impact compensation.
* Hands-on experience with quantitative and qualitative research.
* Understanding of full employee cycle process.
* Basic knowledge of budget administration, resource allocation, organization's policies and regulations.
Effective Communication
* Ability to read, and interpret general business periodicals, procedure manuals, or governmental regulations.
* Experience engaging, influencing, and presenting to executives and senior leaders.
* Strong written, verbal, and graphic communication skills, including the ability to effectively communicate technical information to varying audiences.
* Ability to build rapport with employees and vendors.
* Strong interpersonal and communication (written and verbal) skills in both English and Spanish.
* Polished presentation skills, strong oral and written communication skills and fully bilingual (English/Spanish).
* Demonstrated experience with HRIS systems (e.g. SAP, SSFF) and employee data is strongly preferred.
* Advanced proficiency in the MS Office 365 (i.e., PowerPoint, Excel, Outlook, Word, TEAMS, etc.).
Region Locations
Puerto Rico
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid workplace model is a flexible benefit designed to support the evolving needs of our organization and team members. As priorities and circumstances change, work arrangements may be adjusted to ensure alignment with organizational goals and employee well-being. Our hybrid workplace model applies to certain positions.
ABOUT US
Popular is Puerto Rico's leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular's employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at ***************************. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer, including Disability/Vets
Learn more about us at *************** and keep updated with our latest job postings at *********************
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