Institutional Fixed Income Salesperson
Portland, OR jobs
CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.
We offer a competitive total rewards package including:
Hybrid workplace: work from home 2 days per week!
Health insurance: competitive medical, dental, and vision programs
Commuter benefits
401(k) with a company match
Charitable contribution match program for employees
Company-paid life insurance, short-term and long-term disability insurance
Paid time off: vacation, personal days, sick leave, etc.
Intentional culture celebrations and social outings
OPPORTUNITY: INSTITUTIONAL FIXED INCOME SALES
Position:
The candidate will be a part of a veteran team that operates in a dynamic sales and trading environment. The team executes billions in fixed income securities through our proprietary electronic platform and traditional voice business on a daily basis. We are specifically seeking sales professionals with experience in Rates, Corporates and Structured Products who can leverage client relationships across our robust capital markets platform.
Essential Responsibilities:
A demonstrated track record of showing success in cultivating institutional asset management and or public pension fund relationships
An in-depth understanding around your client's workflow for direct execution across Credit and Rates markets and in furthering our proprietary electronic trading franchise
An ability to maintain and build valuable and trusted relationships with your clients
Take ownership for growing your client base through prospecting, relationship management, referrals, cross-selling and attending external events/conferences
Respond effectively to client inquiries pertaining to trading and pricing
Institutionalize your client relationships by coordinating across our fixed income sales, trading, and syndicate teams
Interpret and communicate market forces impacting bond performance and portfolio benchmarks to portfolio managers and traders
Provide detailed feedback to our sales and product management teams to help us continuously improve so we can anticipate our client's future needs
A self-motivated individual that can work both independently and within a team structure
A strong willingness to solve problems, strong time management, organization, detail-orientation, and a desire to outperform goals
This role will report directly to the Head of Fixed Income Sales
Required Qualifications:
Bachelor's degree
Three or more years of related experience in Institutional Fixed Income Sales
A deep understanding of financial markets, taxable fixed income markets and securities, the sales and trading process, including OMS/EMS connectivity
An established set of client references
Excellent written and verbal communication skills
FINRA series 7 and 63 required
Role up your sleeves, team first approach to doing business
NOTE: Only experienced candidates with relationships and a book of business will be considered.
Salary Expectations:
Base salary is initially expected to be $100,000-$150,000 draw + commissions
Location:
Open to any of our existing office locations (New York, Atlanta, Chicago, Cleveland, Los Angeles, Portland)
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law.
Please do not contact employees of the firm directly regarding open positions.
Auto-ApplyAccount Executive, North East Region
Madison, WI jobs
Job DescriptionDescription:
The Account Executive (AE) role at Recovery.com is pivotal to our mission of connecting individuals with the right treatment centers to support their recovery journey. AEs are the frontline ambassadors of our brand, responsible for nurturing client relationships and ensuring that our advertising partners achieve their business goals.
How you know you're being successful
You have high client retention and expansion
You meet or exceed monthly and quarterly revenue targets
You maintain strong satisfaction scores across your account base
Work Location
Remote within the North East; proximity near a major airport preferred
We'll expect you to do things like
Establish and maintain strong relationships with treatment centers
Act as the budgetary point of contact and trusted advisor for clients, addressing their needs and concerns around budget expansion and contraction promptly and effectively
Participate in initial performance reviews to ensure client satisfaction and optimal budget allocation
Develop and implement strategies to expand client budgets and increase revenue where appropriate
Reach out to the customer to request a call or facilitate a budget expansion conversation at the next performance meeting, if applicable
Achieve and maintain a high client and revenue retention rate, with net revenue retention exceeding 100%
Identify good-fit customers for Recovery.com that have high-growth potential
Ensure a high level of client satisfaction as measured by surveys and feedback
Establish KPIs or campaign goals during discovery, including a target CPA benchmark
Successfully manage client budgets to ensure optimal ad spend and prevent over-delivery
Actively represent our company and engage with the Recovery.com community on major social media platforms, such as LinkedIn
Collaborate cross-functionally and take initiative to solve problems and drive results
Required Qualifications
3+ years of experience in a similar role (sales or as a customer-facing representative)
Experience managing and maintaining client relationships
Industry experience in digital marketing sales, or SaaS preferred
Strong written and verbal communication skills
What we think will improve your chances of success
Previous experience in a Customer Success, Sales, or customer-facing role
Experience or ability to learn and multitask across platforms, including our CRM system
Additional working or volunteer experience in the mental health or addiction recovery sector
Demonstrated time management and prioritization skills
Experience working with cross-functional teams to achieve business development or sales KPIs
Travel Expectations Approximately 20-30% travel for company gatherings, as well as client visits and conferences across the Northeast territory, which includes: ME, VT, NH, MA, RI, CT, NY, NJ, PA, DE, MD, DC, VA, and WV.
Compensation
The base salary range for this position is $80,000-95,000, plus $40,000 commission (uncapped) and eligible benefits. Compensation may be adjusted based on tenure and experience.
Total Compensation: $120,000 - $135,000 OTE (base plus commission)
Equity Options
In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth.
Quarterly Bonus
An additional 10% of base earnings is paid out quarterly when the company meets its revenue target.
Benefits and Perks
This role is eligible for the following benefits and perks:
Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents)
Short- and long-term disability and basic life insurance
401K (100% company match up to 3% and 50% on the next 2%)
Paid time off, paid holidays, and leaves of absence
Education Assistance (for educational coursework directly related to your role)
Flexible hybrid and work-from-home policy
Physical Requirements
Sit down and operate a computer for extended periods
Able to work in an open office environment
Lift items weighing up to 15 lbs
About Recovery.com
Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment.
Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to aggressively capture the market opportunity as we scale to $100M ARR over the next 4 years.
Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com:
Regularly show compassion and empathy for customers, patients, and fellow colleagues
Display vulnerability by demonstrating authenticity with themselves and encouraging it in others
Strive for growth and humbly seek to improve in all aspects of work
Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems
Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well
Embrace creativity by testing the norms and being open to new ideas
Equal Opportunity Statement
Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce.
Requirements:
Bookkeeper Manager
Sun Prairie, WI jobs
Job Description
What's the role?
Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes:
Providing full charge bookkeeping services to multiple clients using QuickBooks.
Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements.
Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis.
Supporting the client by providing a catch-up of the year's financial activity to produce the tax return.
Managing a book of business and delegating work to other CAS team members.
What experience and skills do I need to be successful?
3+ years in a similar role within a public accounting firm.
Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience.
Knowledge of generally accepted principles of accounting.
Intermediate to advanced skills in QuickBooks software.
Great Perks and Benefits:
Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition:
Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience.
Relocation packages include the ability to work remotely during the transition to the area.
Competitive medical, dental, and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401k employer matching program to save for retirement.
Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
Bonuses for helping with business development leads.
Incredible potential for upward mobility and career growth.
What will my schedule look like?
This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours.
How do I join?
First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.
What else are you hiring for?
See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn.
More about the MBE Affiliate Group:
MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Loan Associate - Sales Training Program - REMOTE
Portland, OR jobs
Learn Fast. Earn Big. Own Your Success! $1,000 Sign On Bonus, Hourly Wage + Commission, Career Path To $100K+ Per Year ' This is more than just a job - it's a high-growth opportunity. Are you driven, goal oriented and ready to build a lucrative sales career in financial services? Our industry leading sales training program is designed to set you up for long term success - whether you are just starting out or looking to take your career to the next level.
* Career Opportunity: Quick opportunity for advancement with earning potential over $100K+.
* Company Provided Leads: Allows you to focus on selling and earning
* Industry-Leading Training: Learn from a top-performing team invested in your success: Scripts, product knowledge, mentorship
* Performance Bonuses: Paid every pay period based on your individual results.
* We Invest in You: We pay for your training.
Why Candidates Love This Role:
* 100% Remote inside sales opportunity with leads provided.
* Paid Training & Licensing - No experience required!
* Opportunity to earn significant commissions and build long-term client relationships
* Accelerated advancement based on performance-not tenure
* Advanced CRM and state of the art technology including AI driven quote tool
* Full benefits, paid training, licensing maintenance and career advancement opportunities.
What You'll Do:
* Learn the mortgage, home equity, and personal loan industries from our distinguished training team
* Serve as a trusted resource for clients and assist them in exploring mortgage solutions that align with their unique financial needs
* Learn to use tools like CRM systems, Microsoft Office, and digital platforms
What You'll Need:
* Competitive, energetic, confident and positive attitude
* Self-directed, motivated, results-driven and comfortable working in an extremely fast-paced environment
* Strong communication, problem-solving, persuasive selling skills and ability to quickly build rapport with clients
* Proficient with technology, digital tools, and team collaboration
* Strong desire to succeed in a sales environment and to be a top producer
Who Should Apply:
* Career changers or those seeking remote jobs
* Sales professionals who have excelled in other industries and want to break into the financial services sector
* People searching for:
* "entry-level sales jobs"
* "inside sales"
* "no experience jobs"
* "jobs hiring now"
* "jobs for college graduates"
* "jobs open to all majors"
* "account manager jobs"
* "business development jobs"
* "remote work"
* "training provided"
* "paid training"
* "career starter"
* "growth opportunity"
Why AmeriSave:
As one of the top-rated lenders in the nation, our mission is to deliver beneficial, responsible home and personal lending solutions with unwavering integrity, dedication and excellence.
Our employees are the driving force behind our success. Join a team that values your contributions, celebrates your wins, and gives you the tools to thrive.
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* At AmeriSave, we're one team with one shared dream - to be the best. Let's redefine excellence together!
AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Benefits:
* 401(k)
* Dental insurance
* Disability insurance
* Employee discounts
* Health insurance
* Life insurance
* Paid training
* Referral program
* Vision insurance
Supplemental pay types:
* Commissions
* Ramp up incentive
* Referral bonuses
Schedule is Monday - Friday. Hours are 11am - 8pm PST with rotating Sat/Sun every 3 weeks (12pm - 6pm PST). Remote work applicants may not work from the following states: California.
`
Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation.
Compensation:
The hourly rate for this position is $16.50 per hour (or greater only if your state of residency requires so) plus bonus per pay period based upon individual performance. Target annual compensation for this position is $50,000 - $100,000+.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: ********************************
AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: ******************************************************
When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
Auto-ApplyEquity Research Associate
Milwaukee, WI jobs
About The Role: Baird is seeking an Equity Associate for our Private Wealth Management equity research team. This team is responsible for consulting over $125B in individual stocks in Baird's PWM system and provides guidance and support to Baird's Financial Advisors. The associate will provide support to a team that manages Baird's two PWM Home Office Portfolios, directly managing over $8B in client assets. The team also provides timely market insights and commentary across sectors.
The Impact You'll Make:
* Participate in the creation of the daily Private Wealth Management morning research email, published and distributed every morning by 8:00 am CT, collecting and synthesizing updates deemed important for Financial Advisors and their clients regarding individual securities, ratings changes, industry updates and other topical updates.
* Assist the team in responding to Financial Advisors' inquiries about specific stocks, sectors, and/or investment themes.
* Provide up to date and timely investment guidance and recommendations to Financial Advisors on behalf of their individual/retail clients. This includes providing updates and opinions on stocks across all industry sectors, analyzing high net worth client portfolios, and providing insight on general investment topics/themes including portfolio construction.
* Assist with the development of equity ideas and screens, focusing on current market conditions, stock-specific opportunities and needs specific to individual high net worth clients.
* Conduct ongoing due diligence of stocks held in the two Private Wealth Management home office portfolios - the Baird Recommended Portfolio and the Baird Rising Dividend Portfolio - particularly in conjunction with companies' quarterly earnings reports. Over time, as investment acumen develops, the Associate will have an opportunity to participate in the portfolio management process, offering new buy ideas and sell recommendations for the investment committee to consider.
* Assist with the initial drafting and creation of written portfolio materials, including trade summaries, quarterly marketing materials, and other supporting research documents.
* Other duties/projects as assigned to support Baird's growing PWM business.
What You'll Bring to Baird:
* Bachelor's degree in finance, business, or other related field.
* Progress toward CFA preferred.
* Strong analytical skills and a passion for the markets.
* Adept with spreadsheets, databases, and word processing applications; experience with Bloomberg, FactSet, and Morningstar a plus.
* Strong oral and written communications skills.
* Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations; demonstrated time management skills.
* Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis. Ability to thrive in a collaborative environment.
* Capacity to handle increasing levels of responsibility as needed.
* Willingness to obtain SIE, Series 7, and Series 63 licenses within 6 months of hire.
* Willingness to work early hours; workday starts at 6:30 am.
* This position offers flexibility to work Monday-Thursday at Baird's global headquarters in Milwaukee, WI and work remote on Friday.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Electrical Project Manager - Mission Critical
Salem, OR jobs
Eaton's ES AMER ESS division is currently seeking a Electrical Project Manager - Mission Critical. This position is fully remote with up to 50% travel. The expected annual salary range for this role is $93750.03 - $137500.04 a year. This position is also eligible for a variable incentive program.Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
**What you'll do:**
**The Project Manager primary functions are:**
- Perform site survey's evaluating current electrical and mechanical conditions and create a design to upgrade, replace, or install new electrical infrastructures from utility and generator inputs to a data room floor distribution base on customer requirements.
- Use of modern project management tools and techniques to design and execute projects related to the engineering, procurement, and construction of electrical power system modifications.
- Lead modernization projects related to electrical power generation, transmission, and distribution industry with specific focus on critical power systems.
- Deliver projects with a high degree of professionalism and safety, using his/her knowledge of industrial and utility power distribution equipment, power system engineering, critical power systems & construction safety.
- Have full responsibility for his/her assigned projects and authority to complete them from inception to scope development, planning, execution, management of people and resources.
- Have the discipline to create clear and achievable cost, quality, and schedule objectives and follow these objectives through to successful completion.
- Provide technical leadership to the district sales & service teams.
- Manage and direct a team on awarded projects for electrical equipment, including working knowledge of electrical system design & installation. Equipment includes: Transformers, Switchgear, Switchboards, Distribution Systems, Data Floors, Power Distribution Units, Uninterrupted Power Systems (UPS), Motor Control Centers, Automatic Transfer Switches, Generators, Rotating Equipment and AC Drives.
- Manages & maintains all assigned projects, takes ownership and responsibility for meeting customer expectations according to all contract requirements.
- Prepares, submits, and manages change orders between customer and Eaton.
- Manages and communicates the scope of work & responsibilities between Eaton's customers, Eaton's employees, & Eaton's suppliers / sub-contractors.
**Qualifications:**
**Basic Qualifications:**
- Must possess a bachelor's degree from an accredited institution with 3 years of project management experience on large electrical projects; an associate degree with 4 years of project management experience on large electrical projects; or a high school diploma with 6 years of project management experience on large electrical projects (must have a primary concentration on Mission Critical applications).
- Possess and maintain a valid and unrestricted driver's license.
- Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc.
- Ability to travel within the US and outside of the US without restrictions.
- Ability to gain access to military and government sites and apply for and receive a security clearance.
- Candidates must reside in the Central/Midwest, Southeast, or Northeastern regions of the United States.
**Preferred Qualifications:**
- BS in Electrical Engineering, Industrial Engineering or Construction.
- Retired Military.
- Efficient with Primavera and/or MS Project.
- Project Management Professional.
- Knowledge of data center construction.
- Working knowledge of packaged equipment solutions.
- Technical experience in electrical / mechanical / structural / civil construction techniques.
- Knowledge and experience with EM385 Army Corp of Engineer requirements.
- Quality Control certifications / experience.
- Efficient with MS Office Suite.
- Ability to obtain a government security clearance.
**The application window for this position is anticipated to close on 12/17/25**
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.
You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here (********************************************* for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Lead Utility Protection and Control Technician
Salem, OR jobs
Eaton's ES AMER ESS division is currently seeking a Lead Utility Protection and Control Technician . In this role, our technicians work remote and travel up to 3 consecutive weeks at a time, work variable hours, including nights & weekends. Travel is primarily in the Northeast and Northeastern Midwest based on customer requirements. A company vehicle is provided for both business and personal use.
The expected annual salary range for this role is $105,000 ($50.47 per hour) - $182,000 ($87.50 per hour) a year. **In addition to base salary, you are eligible for per diem and premium pay overtime.**
Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
**What you'll do:**
As a Lead Utility Protection & Control (P&C) Technician, you'll oversee technical operations and documentation, including work plans, isolation plans, and functional test plans. This hands-on role involves comprehensive testing and final checkout, ensuring the highest standards of safety and reliability. As the P&C Lead Technician, you'll act as a crucial safeguard, identifying and correcting any errors from design or installation to protect employees, equipment and the integrity of transmission and distribution systems.
+ Work around energized "In-Service" electrical equipment to perform testing and commissioning activities on reliability upgrades in energized "brownfield" transmission stations.
+ Develop isolation plans & procedures for the removal of existing equipment such as protective relays, relay panels, AC/DC panels, battery systems, breakers, transformers, SSVTs, CCVTs, PTs, CTs, linear couplers, etc.
+ Communicate technical information to non-technical personnel, educate customers, and present information to internal and external customers.
+ Assist with all aspects of testing of substation devices and equipment
+ Identify and resolve design errors.
+ Directly witness or perform critical tests such as DC functional trip testing prior to energization and in-service.
**Qualifications:**
+ 7+ years utility substation relay testing experience OR combination of 4+ years on-the-job experience and technical education/military experience
+ Legally authorized to work in the United States without company sponsorship.
+ Must reside within the U.S. to be considered.
+ Possess and maintain a valid and unrestricted driver's license.
+ Submit to initial and periodic customer required background and drug screenings
**Preferred Qualifications:**
+ Associate or Bachelor degree in electrical engineering from an accredited institution and/or applicable military experience.
+ Willingness and aptitude for training and mentoring technicians and other members of technical engineering team - past experience in a leadership or mentorship role a plus
+ 10+ years experience in utility substation electrical testing experience.
+ Transmission substation relay test experience.
+ Level 3 or 4 NETA or NICET certification.
+ Power distribution field experience in servicing, maintaining, and testing electrical power distribution equipment.
\#LI-CM1
**Skills:**
+ Knowledge and practice of safety precautions related to working with electrical and electronic equipment.
+ Ability to read drawings and understand various protection schemes and proper checkout techniques for the troubleshooting and correcting of non-working schemes.
+ Experience with relay testing software: Enoserve (RTS) and Doble Protection Suite.
+ Experience with relay communication software: SEL Compass, AcSELerator Quickset (SEL-5030), GE (Enervista Launchpad), RFL (Gard PRO), and other industry software.
+ Knowledgeable of the testing & operation of various protective relays and power meters, including all device types
**The application window for this position is anticipated to close on 11.30.2025**
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.
You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Director of Plan Administration
Wisconsin jobs
The Director of Plan Administration will lead the day-to-day operations of our Plan Administration team. This individual is responsible for overseeing a team of administrators, ensuring timely and accurate delivery of compliance testing, Government filings, and annual reporting for our Plan Sponsors. The ideal candidate has technical expertise in Qualified Retirement Plans, proven leadership experience, and a commitment to delivering exceptional service to Plan Sponsors and Financial Advisors.
________________________________________
Key Responsibilities:
Lead and manage the Plan Administration team, including hiring, training, mentoring, and performance reviews.
Oversee the administration of Defined Contribution Plans, including Nondiscrimination Testing (ADP/ACP, Top-Heavy, Coverage), Contribution calculations, and Forms 5500 preparation.
Coordinate with Actuarial Service providers regarding Paired Plans.
Ensure compliance with DOL, ERISA and IRS Regulations and keep team updated on Regulatory changes.
Oversee the preparation of Plan Sponsor initiated Amendments and IRS-mandated Restatements
Act as a technical resource for internal staff and external clients on complex Plan design and compliance issues.
Maintain strong relationships with Plan Sponsors, Financial Advisors, recordkeepers, and other stakeholders.
Develop and implement process improvements to increase efficiency and accuracy.
Support the onboarding of new Plans and coordinate the transition of existing Plans.
Manage workload distribution and deadlines to ensure timely and quality deliverables.
Collaborate with Executive leadership on business strategy, Plan Sponsor delivery, and growth initiatives.
Monitor key performance indicators (KPIs) and report progress and risks to leadership.
Requirements
Qualifications:
Bachelor's degree in Accounting, Business, or related field (or equivalent experience).
7+ years of experience in Qualified Retirement Plan administration.
3+ years of leadership or management experience in a TPA or similar environment.
Strong knowledge of DOL, ERISA and IRS rules governing Qualified Retirement Plans.
Professional credentials such as QKA, QKC, QPA, CPC, or NIPA equivalent preferred.
Excellent analytical, organizational, and communication skills.
Experience with TPA administration software (e.g. ASC Compliance and Document, Plan Sponsor Connect, FTWilliam) preferred.
High level of attention to detail and ability to manage multiple priorities.
Benefits:
Competitive salary and performance-based bonus
Health, Dental and Vision insurance
401(k) with Employer Matching Contribution
Paid time off and holidays
Opportunities for professional development and Continuing Education
Flexible work environment and remote work options (if applicable)
Compliance Intern
Portland, OR jobs
The next part of your journey is right around the corner - with The Standard.
A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
The Standard is looking for a highly motivated college student (undergraduate: rising junior or senior) to participate in its remote Summer 2026 Compliance Internship Program. This opportunity is for students interested in a future career as a compliance professional within financial services or those wanting to learn more about the insurance industry. The program is designed to expose students to the financial services industry through a compliance lens by means of real-world work experience with compliance matters. If you are passionate about delivering results and interested in learning about the role of compliance in financial services, apply today!
Job Description:
Program participants become members of our Compliance Team, a division of the Legal and Compliance Department. The Compliance Team supports business goals by providing vital guidance and services to the company's businesses and service divisions while fostering a culture of ethical conduct and compliance with laws, rules, regulations, and company policies. In partnership with Legal, Compliance associates help the company navigate our heavily regulated industry by identifying compliance risks and working with business partners on solutions to help mitigate those risks.
Responsibilities of the Compliance Intern include supporting day-to-day operational work, assisting with topical research assignments, and working on special projects as assigned. The internship program allows for flexibility of assignment types and focus areas based on the individual's skills, interests, and goals.
Program participants will be provided with the opportunity to:
Gain exposure to the financial services industry through a leading provider of insurance, employee benefits, and asset management products.
Learn about various insurance and asset management products and services, and the Compliance functions that support them such as: Corporate, Product, Regulatory, Fraud, Privacy, and Securities.
Work with professionals from across the Legal & Compliance Department to learn about The Standard's various business lines (e.g., retirement plans; annuities; life and disability insurance) and will have the opportunity to meaningfully contribute to the Compliance Department's initiatives.
Network with leaders and interns across the company (e.g., Coffee with the Chief Compliance Officer and other compliance leaders, career mentoring, etc.)
Present their experience (in the form of a final project), including specific insights and knowledge gained from the program to a group of Compliance leaders from across the organization at the end of their internship period.
Skills and Background You'll Need:
Education:
Rising Junior or Senior majoring in business, finance, legal/criminal justice, or interested in financial services.
Skills:
Strong organizational, interpersonal, analytical, problem-solving, and time management skills.
Ability to work both independently with minimal supervision and collaboratively in a team environment.
Strong written and verbal communication skills and the ability to produce clear and concise writing to transform complex information into a concise narrative.
Experience with MS Office and other MS applications for content development.
Key Behaviors of a Successful Candidate:
Winning together: Effective team player and able to build collaborative working relationships within own team and with external departments.
Adaptability: Utilizes creative problem-solving techniques to address new circumstances and presents potential solutions. Demonstrated willingness to learn new skills and accept feedback.
Driving success: Independently drives work forward and takes responsibility for achieving job requirements, tasks, and objectives. Possesses an innate curiosity and self-motivation to produce great results.
Additional details: Fully remote, full-time (40 hours/week), 10-to-12-week paid internship, formal orientation and onboarding, 3 days of PTO time and paid holidays.
Why Join The Standard?
We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
Real-world experiences and meaningful projects that support your career goals provided by a supportive and responsive management team eager to help with skills development
Opportunities to build relationships and broaden industry knowledge through virtual networking with leaders and team members across the company
Three days of paid time off and paid company holidays during your internship period
A virtual first day orientation and the equipment necessary (e.g., laptop, monitors, headset) for a successful internship experience
Salary Range:
$21.75 - $22.75/hour, based on year in school
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant's specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.
Auto-ApplyRemote Retirement Plan Compliance Analyst
Portland, OR jobs
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants.
* We have several openings for this role.*
Section 2: Job Functions, Essential Duties and Responsibilities
* Ability to successfully complete and support the work outlined for the Compliance Associate roles
* Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations.
* Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information
* Supports DOL, IRS, and Large plan audits
* Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans
* Is responsible for plan administration, compliance and testing for identified blocks of business
* Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines
* Prepares annual valuation and compliance reports for Clients
* Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents
* Supports and completes assigned quality assurance reviews
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
* Assist with other tasks and projects as assigned
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree preferred
* 3 to 8+ years of hands-on Retirement plan testing experience will be considered
* Experience doing Employer Calculations
* Must have experience with 5500's and other relevant documents
* Experience with cash basis and/or trust accounting
* Strong Word, Excel, and Outlook skills
* Strong written and oral communication skills
* Strong analytical and problem-solving skills
* Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters
* Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements
* QKA designation preferred but not required
* Involvement or work towards associates QPA designation preferred
* Prior experience with plan administration software, i.e. FT Williams or ASC preferred.
The national average salary is $65,000 - $95,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Entry Level Financial Representative
Madison, WI jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Team at Northwestern Mutual Greater Madison!
We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you!
Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tanner Hahn, Financial Representative
How long with NM? Since August 2020.
Previous experience? Banking and retail.
Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports,
Elijah Holmes, Financial Representative
How long with NM? Less than 1 year.
Previous experience? Pre-college advisor for a college prep program.
Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner.
William Jordan, Financial Advisor
How long with NM? 7 years.
Previous experience? Intern at NM and pizza delivery driver during college.
Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.
Sandy Botcher, Managing Partner
How long with NM? 24 years.
Previous experience? Junior high teacher and litigation attorney.
Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.
Michael Ciske, Financial Representative
How long with NM? Started September, 2023.
Previous experience? Army medic for 16+ years and office manager at a dental office.
Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, with training and sponsorship available.
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Investment Client Srvcs Manager - Hybrid
Franklin, WI jobs
The Manager - Asset Movement is responsible for overseeing and optimizing all operational processes related to asset transfers, disbursements, and account maintenance. This role ensures compliance with regulatory requirements while driving efficiency and delivering exceptional service to clients and field partners. As a strategic leader, you will manage a high-performing team, lead process improvements, and collaborate across departments to enhance the client experience and support organizational growth.
About Northwestern Mutual
Northwestern Mutual has been helping people achieve financial security for over 160 years. As a leading financial services company, we provide personalized planning and investment solutions to help clients reach their goals. Our culture emphasizes integrity, collaboration, and innovation, empowering employees to make an impact while growing their careers. We consistently rank among the most admired companies in the industry and are committed to diversity, inclusion, and professional development.
Primary Duties and Responsibilities
Lead and Develop Team:
Manage the Asset Movement team, focusing on employee development, mentoring, and performance management. Ensure clarity of roles, responsibilities, and success measures.
Operational Oversight:
Oversee daily asset movement operations, including transfers, disbursements, and account maintenance. Ensure compliance with regulatory requirements and internal policies.
Service Excellence:
Deliver high-quality, cost-effective service by managing staffing, budgets, and operational plans. Monitor service levels, conduct quality reviews, and implement process improvements.
Issue Resolution:
Handle escalated cases related to asset transfers, operational processes, and system issues. Collaborate across internal teams, external vendors, and field offices to resolve complex problems.
Compliance & Risk Management:
Maintain supervisory integrity for asset movement activities. Ensure adherence to fiduciary responsibilities, regulatory standards, and company procedures.
Project Leadership:
Act as project owner or SME for initiatives impacting asset movement. Manage projects from concept to completion, ensuring scope, timelines, and compliance requirements are met.
Change Management:
Drive operational and technology enhancements to improve efficiency and client experience. Communicate effectively across business units and lead change initiatives.
Strategic Contribution:
Identify opportunities to reduce unit costs and enhance client satisfaction through process improvements and system enhancements.
Talent Development:
Support succession planning by identifying and developing future leaders within the team.
Industry Awareness:
Stay informed on industry trends and regulatory changes impacting asset movement operations.
Qualifications
Bachelor's degree in business, operations management, or related field (or equivalent experience).
Minimum 7 years of experience in financial services operations, including designing and implementing procedures.
At least 2 years in a leadership role managing operational teams.
Strong technical knowledge of asset movement processes and financial products.
Proven ability to manage projects, lead teams, and adapt to changing business needs.
Excellent decision-making, communication, and conflict resolution skills.
Ability to thrive in a fast-paced, dynamic environment.
FINRA Series 7 and 24 required.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 24 - FINRA, Series 7 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Auto-ApplyInvestment Consultant
Salem, OR jobs
*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
Loan Processor - Hybrid!
Madison, WI jobs
Join the growing team at First Business Bank as a Loan Processor - Hybrid! At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
This position has a Hybrid Work Model: 3 days per week at our Madison, WI location.
CORE OBJECTIVES
* Customer Service
* Timely and professional response to emails and telephone calls to the loan department.
* Loan Activities
* Post loan payments and advances on loans
* Perform address changes and risk rating changes
* Loan reports
* Credit Verifications
* Follow up on items in monthly tickler reports
* Prepare loan payoff statements
* Timely and professional response to emails and telephone calls to the loan department
* Loan Documentation
* Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy.
* Book Loans
* Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer.
* Loan Filing
* Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner.
QUALIFICATIONS:
* Banking experience in loan processing preferred
* Ability to work independently and use independent judgment with minimal supervision
* Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented
* Strong desire to be curious and inquisitive, and self-confidence to ask questions
Auto-ApplyLead Account Executive - Global Operations (Remote-Eligible)
Salem, OR jobs
The Lead Account Executive provides essential operational support for business partners. This includes project managing partner and product onboarding, as well as training partners on our proprietary tools and systems. The individual in this role will lead operational projects focused on implementing new products, releases, and solutions, while also resolving escalated customer issues. Furthermore, the role is responsible for managing operational relationships with complex and large partners, actively managing risk, and escalating any customer-impacting issues to management within day-to-day responsibilities.
**Responsibilities:**
+ Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors
+ Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches
+ Supporting business development through the onboarding of new franchises, issuers, acquirers, processors, and software vendors, as well as assisting with contract negotiation and due diligence
+ Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process
+ Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools
+ Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues
+ Client Engagement: This is a client-facing role requiring approximately 10% travel
**Basic Qualifications:**
+ High School Diploma, GED or equivalent certification
+ At least 6 years of payments industry experience within financial services
**Preferred Qualifications**
+ Bachelor's Degree in Business, Finance, Information Technology, Engineering
+ 8+ years of payments industry experience within financial services
+ Experience influencing key stakeholders, executive level clients or internal business partners
**Capital One is open to hiring a Remote Employee for this opportunity.**
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $106,700 - $121,700 for Lead Account Executive
Riverwoods, IL: $106,700 - $121,700 for Lead Account Executive
Chicago, IL: $106,700 - $121,700 for Lead Account Executive
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Business Specialist with Pharma Background
Wisconsin Dells, WI jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Pharma/Medical Expertise into Financial Services!
Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.
Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stageswhether its planning for college, retirement, or medical expenseswhile positively impacting their lives.
Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.
A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tanner Hahn - Financial Representative
How long with NM? Since August 2020.
Previous experience? Banking and retail.
Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports,
Elijah Holmes - Financial Representative
How long with NM? Less than 1 year.
Previous experience? Pre-college advisor for a college prep program.
Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner.
William Jordan - Financial Advisor
How long with NM? 7 years.
Previous experience? Intern at NM and pizza delivery driver during college.
Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.
Sandy Botcher - Managing Partner
How long with NM? 24 years.
Previous experience? Junior high teacher and litigation attorney.
Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.
Michael Ciske - Financial Representative
How long with NM? Started September, 2023.
Previous experience? Army medic for 16+ years and office manager at a dental office.
Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.
Position Perks:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Key Responsibilities of a Financial Advisor:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Experience: Previous experience in financial services or insurance is not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
About Us: At Northwestern Mutual of Greater Madison, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you!
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
City Experience Manager, San Francisco - Velocity Black (Remote)
Salem, OR jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
**What You'll do:**
+ You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
+ Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
+ Growing the community of high performance, HNW members in San Francisco
+ Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
+ Owning the Content & Engagement strategy for your city's member cohort.
+ Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
+ You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
+ You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
+ Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
+ You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
**Basic Qualifications:** ** **
+ High School Diploma, GED, or Equivalent Certification
+ At least 5 years experience in the hospitality industry in San Francisco, CA
**Preferred Qualifications:**
+ Strong relationship building skills, customer focus and ability to collaborate
+ Strong interest and knowledge of the hospitality market and industry
+ Ability to work quickly and efficiently under pressure
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $115,200 - $131,500 for Manager, Concierge Specialist
Richmond, VA: $115,200 - $131,500 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Collection Specialist - Bilingual - Hybrid
West Bend, WI jobs
Bilingual Collections Specialist - Hybrid- Southeastern WI- Milwaukee WI area
Why Time Investment Company?
We are a company that is driven by our Core Principles of Service, Excellence, Integrity, Generosity and Fun! We raise the bar on point-of-sale financing through our people, our culture, and our commitment to both dealers and customers.
We were selected as one of the Top Workplaces for Southeastern WI in 2024 and 2025!
About our West Bend location:
North of Milwaukee, our TIC office is in West Bend's beautiful historic district filled with the charm of repurposed early 20th century buildings. With many restaurants to choose from and the Eisenbahn State Trail nearby for a quick stroll, you will always find something to do and see.
What's in it for you?
$1000 sign on bonus after 90 days
10% extra night and weekend shift differentials
Monthly bonus potential
Hybrid - Work-From-Home, including training period
Flexible work schedule
Computer equipment and headset provided
Paid Time Off, up to 80 hours the first year
Additional 8 hours Birthday Month PTO
Potential for additional 8-hour Volunteer PTO
Paid holidays with an additional floating holiday
Medical, Dental, Vision Insurance
Life Insurance, Short and Long-Term Disability
Contribute to your 401(k) after the first 60 days; earn 4% company-match after 6 months
Tuition Reimbursement
Salary range $18-$23 per hour based on experience.
Requirements
Our Collections representatives work from the comfort of their home, providing our friendly payment service to our loan holders. They are always happy to help with monthly payments by utilizing their soft-collection skills.
Handle outbound/inbound calls from customers who are 30-120 + days delinquent by setting them up with repayment arrangements or answering general questions regarding their loan.
Able to handle large volumes of inbound and outbound calls.
Use skip tracing and other methods to locate delinquent customers.
Prepare and send correspondence to customers via email and text message.
Use critical thinking skills to solve customer issues, suggest loan modifications to Collections Manager, and make recommendations for further action to mitigate loss to the company.
Create account notes that are clear and concise.
Work independently in a challenging environment to consistently meet collection quality and quantity goals.
Team Player/ Team Oriented
Promoting positive involvement with staff/customers/dealers
Support and live out our Core Principles
Other miscellaneous duties as assigned.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Fluent in English and Spanish.
Must be available between 8am-8pm CST, work two late nights up until 8pm CST, and up to two Saturdays per month (9am-12pm CST)
Ability to report to the West Bend office 1-2 times per week and/or upon request based on business needs.
Must have excellent phone etiquette and typing skills.
Must have patience and the ability to stay calm in difficult situations.
Must be detail oriented and learn new concepts quickly.
Must be able to prioritize and make decisions.
EDUCATION AND/OR EXPERIENCE
: Minimum of high school diploma or equivalent. 2+ years of collections experience, including assisting customers via phone. Previous call center experience is a plus.
COMPUTER SKILLS:
Must have the ability to talk to customers, search and enter information into a computer program at the same time. Should be proficient in Microsoft Outlook; experience with a CRM program is desired although not necessary.
Language Skills
: Ability to read and interpret documents such as customer correspondence, accounts logs and procedure manuals. Ability to prepare reports and correspondence. Ability to communicate effectively with customers and other employees of the organization.
Mathematical Skills
: Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems, involving several concrete variables in standardized situations.
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 accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit, talk and/or hear, and/or use hands to finger, handle, or touch objects, tools, or controls. The employee is occasionally required to stand, and/or walk. The employee must occasionally lift and/or move up to 50 pounds, usually waist high, up to 50 feet away. Specific vision abilities required by this job include close vision and the ability to adjust focus. The mental and physical requirements described here are representative of those that must be met by an individual to successfully perform the essential functions of this position.
Protective Clothing Required: None
Work Environment
: Work is performed in an office environment. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those individual encounters while performing the essential functions of this position.
Salary Description $18 - $23 per hour based on experience
Small Business Underwriter Trainee- West Coast Remote - January 2026
Lake Oswego, OR jobs
Associate Underwriter - UBTRAN
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Underwriting Trainee Opportunities: Gain Real World Experience
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. By joining us, you will be on a team known throughout the industry for providing our customers with the right amount of coverage they need to pursue their unique interests.
As a participant in the Small Business Underwriter On-boarding and Risk Education training program, you will gain critical experience to prepare you for a successful underwriting career at The Hartford.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value entrepreneurial spirits, self-starters and are customer focused. We welcome all ideas and encourage authenticity. It's where opportunities exist to hone your underwriting skills by working with our sales teams, experienced underwriters, and other leaders - and your career path can take any direction you might choose.
Our 14-week hybrid training program starting January 2026 includes self-directed and virtual classroom learning sessions. You will receive on-the-job work experience as well as ongoing coaching and support from your mentor and manager to round out your Small Business Underwriting experience. After the formal program concludes, you will have the knowledge to begin a formal career with full support every step of the way.
AS AN ASSOCIATE UNDERWRITER YOU WILL:
· Work on our underwriting team supporting small business owners. The underwriter will handle all commercial lines, including Business Owner's Policy (BOP), Commercial Automobile, Workers' Compensation and Umbrella.
· Learn to accurately develop and price individual risks, analyze loss and risk information, and recognize "red flags" and file inconsistencies to write profitable commercial business.
· Partner with aligned territory sales rep to achieve profit and growth objectives.
· Learn to build and leverage relationships with key agents that allow The Hartford to obtain new accounts and drive optimal business results in a highly competitive marketplace.
You Will Be a Good Match if You Have:
· A customer-first mindset, putting our customers at the center of everything you do.
· A passion for making decisions by analyzing data and employing critical thinking skills.
· A team spirit and desire to work collaboratively.
· A financial mindset to help make the best decisions.
· Ability to own your work and following through on commitments.
· Ability to decipher and execute within a fluid and changing business environment.
· An understanding of how to build relationships and trust among diverse groups.
· The ability to advance your career into technical OR leadership positions .
Qualifications:
· Bachelor's Degree preferred, or equivalent combination of education, training, and Insurance experience .
· Excellent written and interpersonal communication and presentation skills
· Ability to think analytically about business problems, make recommendations, and propose solutions .
· Possession of resilience and an entrepreneurial spirit
· Demonstration of solid time, organizational, and desk management skills .
· Goal oriented with a strong desire to deliver outcomes in timely manner .
· Acts with a sense of urgency and is responsive to internal and external customer needs.
· Strong sales skills with the ability to negotiate and sell all messages including with those that may be difficult .
· Challenge the status quo to implement improvement and compete to win .
· Demonstrates satisfactory progress during the Training Program and achieve passing scores on all tests, case studies, and foundational underwriting assessments .
· Flexibility to travel approximately 10% of the time.
The Small Business Underwriting team supports customers and agents countrywide so candidates must be available to work these schedules: 9:00am - 6:00pm MST / 8:00am - 5:00pm PST
Remote:
Sustaining The Hartford's unique workplace culture is vital to delivering on our purpose - underwriting human achievement - and continuously producing outstanding results. Our enterprise work model, which reflects a mix of in-office, hybrid, and fully remote roles, helps us attract, retain, and develop the talent we need to achieve the company's strategic goals. This role will have a remote work arrangement, with the expectation of coming into an office as business needs dictate.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$52,800 - $79,200
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
Auto-ApplyEquity Research Associate
Milwaukee, WI jobs
About The Role:
Baird is seeking an Equity Associate for our Private Wealth Management equity research team. This team is responsible for consulting over $125B in individual stocks in Baird's PWM system and provides guidance and support to Baird's Financial Advisors. The associate will provide support to a team that manages Baird's two PWM Home Office Portfolios, directly managing over $8B in client assets. The team also provides timely market insights and commentary across sectors.
The Impact You'll Make:
Participate in the creation of the daily Private Wealth Management morning research email, published and distributed every morning by 8:00 am CT, collecting and synthesizing updates deemed important for Financial Advisors and their clients regarding individual securities, ratings changes, industry updates and other topical updates.
Assist the team in responding to Financial Advisors' inquiries about specific stocks, sectors, and/or investment themes.
Provide up to date and timely investment guidance and recommendations to Financial Advisors on behalf of their individual/retail clients. This includes providing updates and opinions on stocks across all industry sectors, analyzing high net worth client portfolios, and providing insight on general investment topics/themes including portfolio construction.
Assist with the development of equity ideas and screens, focusing on current market conditions, stock-specific opportunities and needs specific to individual high net worth clients.
Conduct ongoing due diligence of stocks held in the two Private Wealth Management home office portfolios - the Baird Recommended Portfolio and the Baird Rising Dividend Portfolio - particularly in conjunction with companies' quarterly earnings reports. Over time, as investment acumen develops, the Associate will have an opportunity to participate in the portfolio management process, offering new buy ideas and sell recommendations for the investment committee to consider.
Assist with the initial drafting and creation of written portfolio materials, including trade summaries, quarterly marketing materials, and other supporting research documents.
Other duties/projects as assigned to support Baird's growing PWM business.
What You'll Bring to Baird:
Bachelor's degree in finance, business, or other related field.
Progress toward CFA preferred.
Strong analytical skills and a passion for the markets.
Adept with spreadsheets, databases, and word processing applications; experience with Bloomberg, FactSet, and Morningstar a plus.
Strong oral and written communications skills.
Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations; demonstrated time management skills.
Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis. Ability to thrive in a collaborative environment.
Capacity to handle increasing levels of responsibility as needed.
Willingness to obtain SIE, Series 7, and Series 63 licenses within 6 months of hire.
Willingness to work early hours; workday starts at 6:30 am.
This position offers flexibility to work Monday-Thursday at Baird's global headquarters in Milwaukee, WI and work remote on Friday.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-Apply