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PFM jobs - 20 jobs

  • Account Executive

    PFM 4.7company rating

    PFM job in Philadelphia, PA

    This position is based in PFM's Philadelphia, PA office and offers a hybrid work arrangement (working in the Philly office, and working remotely). Highly qualified remote candidates may be considered. . POSITION OVERVIEW The Account Executive actively seeks and closes customer engagements for Synario. The Account Executive has a proven ability to independently develop, manage, and close a pipeline of business to fulfill annual quotas in excess of $1 million dollars. RESPONSIBILITIES Manage your own assigned account based and/or segment-based sales pipeline Work closely with our marketing team and Sales Engineers to drive qualified leads into your funnel through direct outreach and inbound marketing Manage prospecting campaigns, conferences, and other events Drive and manage the sales process Achieve agreed upon sales targets and outcomes Report activity consistently and accurately to management MINIMUM QUALIFICATIONS At least five (5) years of experience in B2B software sales Experience leading a consultative, relationship-based sales process that helps prospects discover value and fit within their organization Authorization to work in the U.S. for any employer without sponsorship now or in the future Other Qualifications Ability to engage and motivate C-level executives Ability to handle complex sales processes with multiple stakeholders A deep understanding of software usage and pain points Ability to be coached, acknowledge strengths and weaknesses, and seek and respond to feedback Higher education, public utility or other public sector technology sales experience preferred COMPENSATION | The Account Executive is eligible to receive robust total rewards including generous flexible paid time off, tuition reimbursement, student loan repayment, 401k retirement plan with employer match and annual profit-sharing opportunity, medical/dental/vision insurance, and disability and life insurance. PFM not only supports work/life balance but also a challenging, diverse, and collaborative workplace. The anticipated base salary for this role is $90,000 per year. In addition, the Account Executive is eligible to participate in a sales commission program. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. ABOUT US PFM is a recognized national leader in providing financial and consulting advice to public sector, non-profit and other institutional entities. For more than forty years, PFM has advised many of the country's largest municipal and institutional entities including states, counties, municipalities, townships, boroughs, authorities, school districts, not-for-profit organizations, and pension funds. The firm has more than 350 employees located in every region of the country. Synario is our best-in-class, cloud-based, multi-year financial planning solution. Synario CFOs, finance directors, and other C-Level executives leverage the platform to understand the future financial impacts of their decisions, and communicate those impacts to their Boards, investors, bankers, and other stakeholders. Synario clientele historically include colleges and universities, utilities, transportation agencies, and various for-profit companies. Synario is looking to expand into other strategic markets. PFM is not offering visa sponsorship for this position. PFM is an equal opportunity employer (EOE, M/F/D/V) and maintains a drug-free workplace. If you are ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified candidate. PFM is not offering visa sponsorship for this position. PFM is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. PFM maintains a drug-free workplace. If you need assistance or accommodation due to a disability at any time during the application or hiring process, contact ************** or call **************. Please note, this contact information is for accommodation requests only and should not be used for application status updates or other inquiries.
    $90k yearly Auto-Apply 10d ago
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  • Solutions Engineer

    PFM 4.7company rating

    PFM job in Philadelphia, PA

    This position is in Philadelphia, PA and will work in PFM's Center City, Philadelphia office 3 times per week. Authorization to work in the U.S. for any employer without sponsorship, now or in the future, is a requirement for application to this role. The Solutions Engineer helps Synario customers create and manage their financial models, using our proprietary Synario financial modeling software. Synario helps to solve long-term forecasting and analysis challenges, and gives customers (including higher education instructions, utilities, transit agencies and corporations), the confidence to face any financial future. MINIMUM QUALIFICATIONS Bachelor's degree One year of relevant, transferable professional experience, such as financial modeling in Excel, or another financial modeling platform Strong quantitative, problem-solving, and analytical abilities Excellent verbal/interpersonal communication, presentation, and listening skills PREFERRED QUALIFICATIONS Experience with complex financial modeling either in Excel or other financial modeling platform Personality and aptitude to build strong relationships and bonds with prospect/client base Interest in honing/developing new and specialized skills in financial modeling and analysis Experience/understanding of financial and budget imperatives Familiarity with computer programming skills/concepts High-order organizational skills and with a strong attention to detail Strong sense of accountability, integrity, and ethics RESPONSIBILITIES Work in Client Service to design, configure and build financial models using Synario to meet the needs of our clientele Advise clients in designing the optimal approach to configuring the model Assist clients in writing required logic to solve for their projection requirements and use cases Assist in, and eventually lead, the training attendant to the implementation process, which involves e-learning, classroom, and web-based seminars Present the platform and be able to communicate effectively to C-Level users Provide advice and support related to client forums, client success initiatives, and other outreach programs Serve as the primary interface for product related issues during the implementation process and ongoing support of their use Build strong client relationships and instill confidence across the organization especially with the program leaders and technical contacts Support the sales team in configuring and leading demonstrations of the product to solve customer challenges COMPENSATION | The Solutions Engineer is eligible to receive robust total rewards including generous flexible paid time off, tuition reimbursement, student loan repayment, performance-based bonuses, 401k retirement plan with employer match and annual profit-sharing opportunity, medical/dental/vision insurance, health and wellness benefits, and disability and life insurance. The anticipated base pay for this role is $65,000 per year. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. FIRM OVERVIEW PFM (************ is a recognized national leader in providing financial and consulting advice to public sector, non-profit and other institutional entities. Synario is our best-in-class, cloud-based, multi-year financial planning solution. CFOs, finance directors, and other C-Level executives leverage the Synario platform to understand the future financial impacts of their decisions, and communicate those impacts to their Boards, City Councils, and other stakeholders. Synario clientele include for-profit companies and public institutions, including colleges and universities, local governments, utilities, and transportation agencies, among others. Synario is rapidly expanding into other strategic markets. If you are ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified candidate. PFM is not offering visa sponsorship for this position. PFM is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. PFM maintains a drug-free workplace. If you need assistance or accommodation due to a disability at any time during the application or hiring process, contact ************** or call **************. Please note, this contact information is for accommodation requests only and should not be used for application status updates or other inquiries.
    $65k yearly Auto-Apply 36d ago
  • Risk Assurance Associate

    Nomura 4.8company rating

    Philadelphia, PA job

    The pay range for this position at commencement of employment is expected to be between $100k-135k/year* Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Role Description: Our NAMI Risk & Governance team supports NAM International in providing risk guidance and implementing a strong risk management framework, including assessing the design and operational effectiveness of critical processes and controls. Key responsibilities for this role would be planning and executing testing of controls and processes, documenting findings and observations, and developing remediation actions. Skills, experience, qualifications and knowledge required: This individual should have: * At least 5 years of experience in US Investment Management industry, including regulated 40 Act funds and other vehicles subject to Federal securities rules and regulations * Experience with testing controls as an external auditor, internal auditor, and/or business aligned testing team. * Strong understanding of risk and controls including experience with executing controls assurance programs or internal audits. * Robust communication skills, verbal and written, including developing procedure and controls documentation. * Senior stakeholder engagement skills with the ability to initiate and lead conversations with senior leaders. * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $100k-135k yearly 13d ago
  • Associate, Senior Quantitative Analyst

    Nomura 4.8company rating

    Philadelphia, PA job

    Corporate Title: Associate, Senior Quantitative Analyst Department: Nomura Investment Management The pay range for this position at commencement of employment is expected to be between $140k and $180k year* Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Department overview The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Role Description: You will support portfolio management and quantitative analysis including: * Lead on various tasks to design, develop, and maintain quantitative applications and investment tools. * Conduct independent research and analysis utilizing quantitative methods to develop innovative solutions on portfolio construction, relative value model and risk mitigation topics. * Structure and implement deep dive analysis on internal and external strategies for due diligence and investment governance processes. * Work as desk quant to provide quantitative support to PM and trading team, including idea generation, backtesting and production deployment. * Create and produce fixed income analytics and factors to analyse market regimes, portfolio exposures and trend indicators. * Work on performance attribution and risk monitoring. * Work on emerging technologies to improve investment process and performance, such as Artificial Intelligence techniques and unstructured data sets. You will be key in automating and developing regular tasks, process improvement and development, and creating robust investment tools with excellent consumer experience. Skills, experience, qualifications and knowledge required: * Five years' experience in fixed income quant or fixed income risk role * Bachelor's or Master's degree in a quantitative discipline such as Mathematics, Statistics, Computer Science, Economics, Engineering, or related field. Advance degree or CFA designation preferred * Strong technical skills and proficient with Python and SQL * Excellent analytical, problem-solving, and critical-thinking skills, with a keen attention to detail * Good communication skills to interact with front desk investors on daily basis. Be able to articulate sophisticated process and concepts * Team player. Ability to work collaboratively in a fast-paced, team-oriented environment, interacting with portfolio managers, analysts, and technology professionals * Familiarity with Aladdin system preferred Nomura Leadership Behaviours Explore Insights & Vision * Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions * Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People * Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability * Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion * Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $140k-180k yearly 43d ago
  • Cloud Business Office

    Nomura 4.8company rating

    Philadelphia, PA job

    Job title: Cloud Business Office Corporate Title: Associate The pay range for this position at commencement of employment is expected to be between $108,000 and $130,000 annually. Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit *************** Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Department overview The Cloud Business Office is a global Cloud governance organization responsible for managing critical cloud governance processes across Group IT. Our scope encompasses Cloud NTI Management, Third Party Cloud Risk Management, Cloud Registry Management, Cloud Controls Framework, Nomura Group Public Cloud Policy compliance, Nomura Public Cloud Risk Management and Information (MI) Reporting to relevant governance forums. This role provides dedicated Cloud Business Office support and governance for the US region. . Role description We are seeking an CBO Associate to serve as the regional champion for cloud governance processes and controls within the US region. This role combines hands-on process management with strategic governance oversight, ensuring alignment with global Cloud Controls Framework while addressing regional operational needs. * Champion Nomura Public Cloud Policy and standards across the US region * Support the objectives for the Cloud Governance Process along with Nomura's Global Cloud Governance Committee * Ensure regional adherence to established Cloud Controls frameworks and controls * Monitor compliance and identify areas for process improvement * Support regional teams with cloud governance inquiries and requirements * Collaborate with global team members, process owners, and tools teams to enhance cloud governance processes * Drive continuous improvement initiatives and automation opportunities * Create, update, and maintain comprehensive cloud governance documentation * Generate Management Information System (MIS) reports and ServiceNow dashboards * Maintain data integrity within the Configuration Management Database (CMDB) - Cloud Registry, New Technology Initiatives and operational cloud risk assessment * Ensure overall ServiceNow data quality and accuracy * Perform User Acceptance Testing (UAT) for ServiceNow releases and updates Skills, experience, qualifications and knowledge required Required Qualifications * 6-10 Years of Experience working in Cloud Governance or Cloud Business Office * Strong understanding of Cloud Controls to scale cloud adoption in secure and efficient way establishing effective process governance and monitoring * Strong experience to evidence effective implementation of Cloud Controls Framework, platforms and regulatory requirements. * Experience to work with Cloud Security, FinOps, Data and Engineering Teams to ensure effective Controls Implementation * Good knowledge of Metrics/KPI's and thresholds for Cloud Governance Processes * Proficiency with ServiceNow platform for cloud governance * Experience with PowerBI, BusinessObjects or similar reporting tools * Understanding of operational risk management frameworks * Proven experience in process enhancement and control management * Excellent written and verbal communication skills * Strong presentation and stakeholder management abilities * Understanding of cloud services and AI tools integration Preferred Qualifications * ITIL certification (Foundation level or higher) * Python programming experience * Experience developing AI applications or tools for cloud governance process improvement * Advanced data analysis and visualization skills * Previous experience in financial services or regulated industries Nomura Competencies Explore Insights & Vision * Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions * Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People * Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability * Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion * Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $108k-130k yearly 13d ago
  • Investment Advisory Compliance

    Nomura 4.8company rating

    Philadelphia, PA job

    The pay range for this position at commencement of employment is expected to be between $85k-125k year* Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Corporate Title: Analyst Department: Surveillance (Compliance) Division Overview: NAM International The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. Role Description: * Primary responsibilities will include monitoring investment guidelines and regulations as well as providing advisory compliance support to the Investment Teams * Support compliance projects and initiatives to help automate monitoring controls and enhance efficiency in the team's workflows and deliverables. * Learn about investment strategies and products and how the team plays a role in monitoring these from a compliance perspective. Skills, experience, qualifications and knowledge required: * Minimum of 2 years of compliance experience with a financial firm preferred. * Experience with a compliance guideline monitoring system a plus (e.g., Aladdin, Charles River, Bloomberg AIM). * Desire to learn about investment compliance regulations, including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Company Act of 1940, and the Investment Advisers Act of 1940. * Comfortable interacting with Portfolio Managers, Traders, and Research Teams. * Global mindset; Experience working in a global environment preferred. * Ability to work in unstructured situations, set priorities, and shift quickly to new tasks when priorities change. * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $85k-125k yearly 8d ago
  • Executive Director, Healthcare Equity Analyst

    Nomura 4.8company rating

    Philadelphia, PA job

    The pay range for this position at commencement of employment is expected to be between $280-320k year* Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Department overview The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors What we offer An excellent opportunity has arisen to join the Core Equity team as an Equity Analyst covering Healthcare. The Core Equity team is an 8-person dedicated team in Philadelphia, managing US Small Cap Core, SMID Cap Core, and Large Cap ESG Strategies in mutual funds and separate account vehicles. What you'll be doing As an Equity Analyst, you will work closely with the team's Senior Portfolio Manager covering Healthcare to build a deep understanding of this complex sector, collaborating on investment recommendations and supporting decision-making and client service efforts. You will conduct fundamental analysis of equities including researching industries and interviewing company management teams in an effort to track overall economic and corporate trends. Additionally, you will build financial models to analyze company revenue, cash flows, and earnings and create value comparison and price targets. What you offer * Bachelor 's Degree in Business, Finance, or related field with a minimum of 10 years' experience in relevant Healthcare research * Extensive experience in analysing companies within the Healthcare sector * Exceptional skills in Microsoft Excel and proficiency in FactSet * Strong interpersonal, communication, and presentation skills with ability to work in a collaborative, team-oriented environment * High level of personal and professional integrity with a passion for markets and investing. * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $280k-320k yearly 43d ago
  • Advisor Enablement Strategist

    Alliancebernstein Holding LP 4.3company rating

    Philadelphia, PA job

    We are seeking a proactive individual to join our team as an Advisor Enablement Strategist, reporting to the Director, Digital Solutions. In this role, you will partner with Advisors to optimize their practice management through relevant technology tools. Your efforts will directly impact revenue production by empowering Advisors to enhance their productivity and efficiency. Collaborating with sales leadership, the training team, and the advisor enablement team, you will develop and implement strategies that support our business goals. Key Responsibilities: * Provide personalized, high-touch service in one-on-one meetings with Advisors, Managing Directors, and other Private Wealth resources. Understand their practice management and pain points, offering tailored recommendations to reduce friction, scale their practice, and share best practices. * Support the rollout of new sales technologies, ensuring smooth implementation and minimal disruption. * Monitor technology usage and adoption rates, providing insights and recommendations for improvement. * Conduct impactful virtual and in-person training sessions and presentations for regional offices and Private Wealth National. * Analyze and improve strategies and materials that promote the adoption and effective use of sales technologies including existing training guides, delivery methods, and training programs. * Onboard and support users with essential tools, staying abreast of developments in corporate technology. * Stay current on developments in AI technologies relevant to advisor enablement and train Advisors on how to effectively use AI tools to enhance their practice efficiency. * Travel is required, estimated at approximately 25%. Job Qualifications & Key Attributes: * A minimum of 2 years of experience in the financial services industry; marketing and/or communications experience is a plus. * A proactive mindset with strong attention to detail. * Strong verbal and written communication skills. * Ability to work effectively with a broad range of personalities. * Professional maturity, decisiveness, and strong business judgment. * Proficiency with Salesforce, Word, Excel, and PowerPoint. * Creativity, vision, and a passion for continuous improvement. * Sales orientation with the ability to think from the perspective of financial advisors. This is an exciting opportunity to shape the future of our firm by integrating technology solutions that meet the unique needs of each advisor, transforming their practice and driving our success. If you are a strategic thinker with a passion for technology, training, and sales-oriented engagement, we encourage you to apply. In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $100,000 to $120,000 Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off Atlanta, GeorgiaBoston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, New York, New York, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida
    $100k-120k yearly Auto-Apply 60d+ ago
  • Senior Product Development Manager

    Nomura 4.8company rating

    Philadelphia, PA job

    The pay range for this position at commencement of employment is expected to be between $120-200k year* Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Department Overview: The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Senior Product Development Manager The Senior Product Development Manager will play an important role within the US Wealth product development team. The product development team serves as a champion of new product ideas and product actions, facilitates analysis from concept to implementation, ensuring alignment with market demand, regulatory trends, and strategic business objectives. In this role, you will lead a variety of strategic and tactical product initiatives, develop proposals and gather evidence to clearly articulate the benefits, risks, and opportunities associated with new or existing products. You will coordinate implementation efforts by engaging key areas of the firm. Additionally, you will create routine and non-routine presentations for the Board and Senior Management and provide product leadership in complex-wide business activities or projects. What you offer * 5+ years' experience in product management or product development within the financial services industry and ideally experience within an asset manager * Ideal candidates will have experience working with mutual funds, ETFs, and SMAs/WRAP models as well as experience in interval funds, closed-end funds and BDCs being an advantage * Strong knowledge of standard industry programs and proven ability to learn and apply new technologies or digital platforms, with strong research and problem-solving abilities for potentially complex matters * Strong written/oral communication skills and able to interact and influence all levels of personnel * Ability to work independently and collaborate globally with a strong attention to detail * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $120k-200k yearly 43d ago
  • Intern

    PFM 4.7company rating

    PFM job in Philadelphia, PA

    FOR SUMMER 2026 CONSIDERATION PFM is seeking two interns to work in our Management & Budget Consulting (MBC) group during the summer of 2026. The MBC group is based in Philadelphia and New Orleans, however, all work arrangements are authorized - in-office, hybrid, and remote. Intern applications will be accepted through January 15, 2026. MBC turns analysis into results for complex government clients by providing financial, budgetary, operations, and management consultation. Since 1993, MBC has been involved in some of the most significant government turnaround efforts in the country: turning sizable deficits into surpluses in cities, counties and states and improving criminal justice systems across the nation. The Intern contributes directly to projects and advises real policy decisions made by government leaders. Interested candidates should be creative problem solvers, ready to help government leaders tackle real problems that matter to their communities. The MBC Internship involves: • Benchmarking and measuring performance of state and municipal governments including large cities, counties, and school districts • Analyzing data, including demographic, economic, and budgetary trends that signal current and future fiscal and operational challenges • Conducting research on innovative government practices that improve services to residents or reduce costs for taxpayers Key Attributes of Interns: • Authorized to work in the U.S. for any employer without visa sponsorship now or in the future • Undergraduate junior, senior, postgraduate, or master's candidate with coursework in government, political science, economics, public policy and/or related areas of study • Strong writing and research skills • Proficiency in Microsoft Excel • Ability to perform quantitative analysis • Comfortable speaking with government staff on the phone or in person • Demonstrated ability or interest in working with state and municipal governments on financial, operational and policy challenges, as evidenced by prior professional experience, internships, or relevant academic coursework PFM is proud to help our clients make well-informed and prudent decisions regarding the capital markets, investments, and municipal management. The functions they serve and decisions they make contribute directly to the communities in which we all live and work. PFM's role with our clients allows us to have a tangible impact on these communities and their citizenry. PFM Group Consulting LLC [Management and Budget Consulting (MBC)] helps state and local governments across the nation tackle some of their toughest fiscal and operational challenges. Representative projects include: the development of long-range financial plans for economically challenged cities and school districts; financial analysis of criminal justice system reforms; evaluation of the effectiveness of tax incentives; quantitative and analytical support for public sector collective bargaining; and operational and performance analysis for government agencies. The anticipated pay for this role is between $19.00 and $20.00 per hour. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. If you are ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified candidate. PFM is not offering visa sponsorship for this position. PFM is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. PFM maintains a drug-free workplace. If you need assistance or accommodation due to a disability at any time during the application or hiring process, contact ************** or call **************. Please note, this contact information is for accommodation requests only and should not be used for application status updates or other inquiries.
    $19-20 hourly Auto-Apply 14d ago
  • Cloud Platform Engineer

    Nomura 4.8company rating

    Philadelphia, PA job

    The pay range for this position at commencement of employment is expected to be between $150k-190k year* Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Role Description: As a Cloud Platform Engineer at Nomura, you will take part in end-to-end solution delivery for strategic platforms that deliver value for our business and engineering teams. In this role, you will be a subject matter expert in our Cloud platform and contribute to its roadmaps and features, drive operational excellence and make the platforms easier for the broader engineering community to consume. Your work will center around AWS, Kubernetes (EKS), and Terraform and will contribute to the evolution of our cloud control plane and foundational infrastructure and platform capabilities as the organization migrates into a new cloud environment. You will develop and support APIs for our platforms, contribute to API frameworks and practices, and collaborate with other Platform Engineering teams to evolve the platforms and foundational engineering patterns and achieve enterprise-level synergies. Skills, experience, qualifications and knowledge required: Expertise with: * Cloud Infrastructure in AWS (core services, networking, IAM, etc.) * Kubernetes and related subjects, particularly with EKS, Docker, Helm, Flux * Infrastructure as Code (IaC), particularly using Terraform * CICD, particularly using Gitlab * Observability, particularly using LTGM (Grafana, Loki, Mimir/Prometheus, Tempo). * API Gateways and WAFs * Proficiency in Python and/or Go for building pipelines and microservices * Working knowledge of databases, APIs, and modern authentication/authorization mechanisms. * Familiarity with Linux, shell scripting, load balancing, and networking/OS concepts. * Ability to design solutions considering user experience, automation, security, performance, resilience, cost, scale, and reusability. * Understanding of design patterns, testing methodologies, and the overall SDLC. Comfort in proposing designs, gathering feedback, building reusable solutions, and documenting them effectively. * Familiarity with Workflow orchestration tools like Airflow * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $150k-190k yearly 29d ago
  • FIG Advisory Consultant

    Nomura 4.8company rating

    Philadelphia, PA job

    Corporate Title: Associate Department: Nomura Investment Management The pay range for this position at commencement of employment is expected to be between $60k and $80k year* Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Department overview The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Advisory Consultant As an Advisory Consultant (AC), you will work with your Senior Advisory Consultant (SAC) counterpart to representour strategic suite of public and private investments including Private Alternatives, Mutual Funds, Separately Managed Accounts and Exchange Traded Funds with a focus on Registered Investment Advisors and Bank Trust firms in the designated region. In this pivotal role, you will help build asset growth and firm profitability by enhancing strategic relationships through a consultative sales model. You will also analyze industry data to build a business plan in partnership with your Senior Advisory Consultant (SAC) so that you can achieve sales goals for the territories you cover. You'll use your strong communication, market-knowledge, and data skills to build relationships with clients, wholesalers and others within Nomura and work as a member of a talented distribution team to see that all client service issues are brought to a resolution. As our Advisory Consultant, your key responsibilities will include: * Implementing tactical strategies through the use of data in partnership with your SACs to increase sales, prepare weekly action plans, retain assets, and cultivate new clients * Developing and maintaining an in-depth knowledge of financial markets, products and services and the competitive landscape; discussing the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks) * Working as part of a team (SAC and AC), developing strong sales acumen to meet and surpass sales and activity goals for the region * Analyzing data from multiple sources to segment clients and formulate a successful sales outreach strategy * Utilizing firm resources including but not limited to SS&C, Salesforce, Allego, Seismic, Zoom and other technologies * Obtaining virtual meeting appointments with firms to conduct a sales, or portfolio manager presentation * Consulting with advisors to understand needs and cross selling products * Building an understanding of key focus firms including products, platforms, structure and initiatives * Maintaining and updating the Client Relationship Management system (Salesforce) for all advisor client activities in designated territories * Fielding inbound calls from partners and advisor clients regarding product questions * 5-10% travel with SAC or to cover for your SAC to help present our products and services; represent Nomura at various regional meetings and industry conferences * Ensuring compliance with internal and external rules, policies and procedures as well as regulatory requirements Preferred Background: * Bachelor's degree required * Knowledge of financial marketplace, experience with the sales of financial products and two years of prior financial services experience preferred * Series 7 and 66 (or 7, 63 and 65) licenses * Knowledge of virtual meeting platforms * Experience with analyzing data to create a business plan * Strong presentation, communication and organization skills * Ability to travel * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $60k-80k yearly 36d ago
  • Project Delivery Manager, Atlassian

    Nomura 4.8company rating

    Philadelphia, PA job

    Corporate Title: Associate Department: Investment Technology The pay range for this position at commencement of employment is expected to be between $120,000 and $180,000 year * (see below footnote for additional compensation and benefits information). Company overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit *************** Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Division Overview: NAM International The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. Role Description: Are you passionate about using and growing your agile and solution delivery experience to bring business value and digitization strategies to life? The Nomura Asset Management technology team has an opportunity for you to bring your passion and make an immediate impact delivering technology and transformative solutions for our global asset management business. We're going through significant and exciting change, and this is an opportunity to work in a dynamic environment to drive Transformation and change in Nomura Asset Management. You will work within an agile team including Product owners, Architects, Data Managers, Technical Leads, Software Engineers, and Business Analysts with a key focus to drive innovation and continuously deliver business outcomes. As part of the Delivery team, your key responsibilities will span: Project Planning, Delivery Management & Team Events * Organize comprehensive plans within the Atlassian tooling and proactively drive delivery to achieve objectives * Apply strong business and technical knowledge to drive decision-making and guide project execution * Monitor progress to ensure the team meets its quarterly delivery commitments * Maintain clear and consistent communication with stakeholders, including Leadership across technology, program management, and business, ensuring visibility of project status * Confirm that epic and story outcomes align with the projects defined success criteria * Track and collaborate on Risks, Assumptions, Issues, and Dependencies (RAID) to mitigate potential delivery challenges * Support the management of team dependencies by facilitating scrum of scrums and other collaborative events Skills, experience, qualifications and knowledge required: * 5+ years of experience within Project Manager, Delivery Manager, SCRUM Master, or equivalent roles * Leveraging Agile frameworks across SCRUM and Kanban to suit team requirements * Experience leading daily standups, sprint planning, retrospectives, and other team events * Experience working with DevOps teams and using Jira & Confluence to keep your team efficient & organized * Experience producing team metrics including velocity, capacity management, burn down, bottleneck identification, story point forecasting * Understanding of Engineer tooling, development environments, and ways of working * Ability to learn a business area quickly and understand their overall technology portfolio * Preferred qualifications & skillsets: Financial services understanding including securities and mutual funds Nomura Competencies Explore Insights & Vision * Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions * Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People * Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability * Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion * Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $120k-180k yearly 8d ago
  • Private Wealth Associate

    Alliancebernstein 4.3company rating

    Philadelphia, PA job

    Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs Strive to provide a world-class level of customer service and support Our Comprehensive Development Program Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Program (ADP) Include: In-depth industry training on proprietary investments, services, policies and procedures Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience Behavioral training geared toward the development of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications We Are Seeking: People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships Accomplished team players who thrive in a rigorous and challenging environment Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere Individuals who have a bachelor's degree with excellence in academics and strong leadership experience Proficiency in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry experience a plus The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ************************ To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html #BernsteinPWM Philadelphia, Pennsylvania
    $57k-101k yearly est. Auto-Apply 35d ago
  • Cloud Database Engineer

    Nomura 4.8company rating

    Philadelphia, PA job

    Job Title: Cloud Database Engineer Corporate Title: Associate Division: Group Technology Department / Group: Group Infrastructure Services The pay range for this position at commencement of employment is expected to be between $108,000 and $130,000 annually. Company overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit *************** Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Department overview The Information Technology department at Nomura is at the forefront of innovation, driving technology solutions that empower our business and enhance client experiences. We leverage cutting-edge technologies to develop and maintain robust systems and infrastructure, ensuring the security, reliability, and efficiency of our operations. Join our team and be part of a dynamic and collaborative environment that embraces technological advancements to deliver value and drive our digital transformation journey. . Role description Nomura is seeking highly skilled database technology engineer that will be part of global database operations and engineering team and help drive database platform strategies. Our firm has embarked on a journey to radically standardize IT infrastructure platforms across the Group and strengthen support structures. We are looking for a Cloud Database Engineer with primary specialization in AWS and strong knowledge of Microsoft SQL Server, MySQL, and PostgreSQL to design, build, and operate our mission-critical database platforms. Moreover, the candidate will also work in production support operations to provide advanced database administration support for the global database servers. Nomura is looking for someone keen to make an impact on database technologies through cloud adoption and automation. The candidate will continuously contribute various strategies across database technologies, with the objective to continuously keep pace with the fast-evolving technology industry. * Design and implement scalable, resilient architectures for database services. * Develop solutions for high availability, disaster recovery, backups, and auditing for the database services. * Create standardized Terraform and CloudFormation modules for the automation of cloud infrastructure and database provisioning. * Develop and manage IAM roles, policies, permissions boundaries, and resource-based policies. * Implement and maintain AWS logging and monitoring solutions, including CloudTrail, CloudWatch, S3 replication, and bucket policies. * Ensure adherence to networking, security, and compliance best practices in cloud environments. * Utilize GitLab Enterprise for version control, adhering to best practices. * Document designs, processes, and workflows using Jira and Confluence. * Changes and Incident Management and Perform various house-keeping maintenance tasks. * Manage inquiries and requests from Application teams or provide consultancy on Database design on new systems build-out projects. * Implement Data protection solutions, anonymization, and database level encryption. * Assists Application teams for Data migration, Backup to Tape, and Recovery process part of disaster recovery. * Provide Production support in 24x7, partnering with engineers globally in Follow-The-Sun Model. Skills, experience, qualifications and knowledge required The candidate must have the following skills and experience * At least 5 years of experience in AWS Cloud Development * Experience on Design, Build and Operate Microsoft SQL Server, MySQL & PostgreSQL Databases * Experience in designing and implementing infrastructure for following AWS database services: * Required: AWS RDS & Aurora MySql/PostgreSQL * Optional: AWS Redshift, AWS OpenSearch, AWS EMR * Proficiency in Terraform, CloudFormation and Ansible. * In-depth knowledge of IAM Policies and AWS security practices. * Solid understanding of AWS logging and monitoring tools. * Knowledge of networking, security, and compliance best practices in cloud environments. * Expertise in Python - developer experience in creating custom module, micro services, AWS SDK integrations etc. * Good verbal and written communication skills, and good team player. * Well-motivated in learning the latest technology trends and ability to self-learn. * Good foundational knowledge of Linux Operating system as a Database engineer * Engineering Mindset & Troubleshooting skills. Experience / Knowledge of the following will be added advantage (but not mandatory): * Expertise in MongoDB, Redis & Elasticsearch * Experience with containerization and orchestration tools (e.g., Docker, Kubernetes) * Experience in Infrastructure Automation Development * Experience with monitoring systems and log management/reporting tools (e.g. Prometheus, Loki, Grafana, Splunk, ELK). * Practical experience in installing, configuring, operating, and monitoring CI/CD pipeline tools Nomura Competencies Explore Insights & Vision * Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions * Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People * Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability * Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion * Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $108k-130k yearly 7d ago
  • VP/Director of Insurance Planning

    Alliancebernstein Holding LP 4.3company rating

    Philadelphia, PA job

    Who You'll Work With: Bernstein's Wealth Strategies team is a multi-disciplinary group of professionals with expertise helping individuals and families navigate complex wealth planning. Our mandate is to provide actionable advice for clients as it relates to planning for lifetime spending, wealth transfer, philanthropy, and the investment implementation of these plans. We focus first on uncovering client priorities, values, and defining goals. We next help our clients achieve these goals by crafting a research based financial plan consistent with their priorities and values. What You'll Do: We seek an insurance professional with well-rounded expertise in personal insurance planning for high-net-worth and ultra-high-net-worth individuals and their families, including life insurance, annuities, long-term care, health, disability, and property/casualty insurance. The individual will be based in one of our US offices and report to the Head of Bernstein's Wealth Strategies Group. The Director of Insurance Planning is a client-facing sales support role working alongside Bernstein's Wealth Advisors to expand the Private Wealth business. As a key domain expert supporting Bernstein's wealth planning research, the Director will frequently be called upon to provide thought leadership on insurance-related issues to clients, in audiences large and small, through individualized & group presentations, case studies, articles, and, potentially, external media. A strong background in risk management and insurance planning is required, including experience in and knowledge of life insurance and annuity products, long-term care insurance, health insurance, disability insurance, and property/casualty insurance products. Specifically, the candidate must have experience and expertise in analyzing client insurance needs, evaluating insurance and annuity products, evaluating tax-efficient structuring and conducting financial planning. The Director of Insurance Planning - working in conjunction with Bernstein's Investment and Wealth Strategies Analysts and Senior Planning and Investment Professionals - will help develop customized solutions for the firm's clients. Because this position is client-facing, the individual must have outstanding presentation skills and the ability to explain complex issues and strategies to both technical and non-technical audiences. Key activities for this professional will include: * Working with the firm's Financial Advisors and clients in analyzing existing and proposed insurance products and related strategies in the context of clients' tax and estate planning circumstances. * Communicating our planning research conclusions and capabilities to clients, prospects, and professionals' both sophisticated and lay. * Establishing the Bernstein brand in the high net worth channel by engendering trust and confidence among prospective and existing clients and their professional intermediaries. * Working closely with our Financial Advisors as a strategic partner. * Training and educating the Financial Advisors and members of the Wealth Strategies research team on insurance products and insurance planning strategies, and any related compliance guardrails. * Assisting in the identification and research of current issues regarding asset allocation, tax management, investment planning, and other critical private wealth topics. * Conducting original research and publishing articles, marketing materials and a variety of client-servicing presentations summarizing our research insights. What We're Looking For: Strong analytical skills, thought leadership, an effective interpersonal style, excellent public‑speaking skills, a strong academic record and a history of professional success are also required. Candidates should have a minimum of five years of relevant work experience. Strong mathematical skills, including familiarity with basic estate planning analytical software and Excel, are preferred. Having the highest level of personal and professional integrity is essential. To succeed at the firm, the individual must be very bright, quantitative, intellectually sophisticated, client-service oriented, and able to work in a team-based culture; building strong relationships both inside and outside the firm will be essential. The position will require some travel. FINRA registration (SIE, Series 7 and Series 66 or equivalent) and Insurance Licenses (Life, Variable and/or Property/Casualty) are required for this role. Bernstein will sponsor for FINRA licensing. Who We Are: About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Salary Disclosure In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $200,000 to $225,000 Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off. People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. New York, New YorkAtlanta, Georgia, Boston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Miami, Florida, Minneapolis, Minnesota, Nashville, Tennessee, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida
    $200k-225k yearly Auto-Apply 60d+ ago
  • Associate, Internal Sales Consultant

    Nomura 4.8company rating

    Pennsylvania job

    Corporate Title - Associate Department - Wealth Distribution Sales The pay range for this position at commencement of employment is expected to be between $50k-80k year * (see below footnote for additional compensation and benefits information). Company Overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Department Overview The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. Aon's Benefit Index , Nomura's benefits rank #1 amongst our competitors Role Description: The internal Sales team engages with financial advisors through virtual meetings, phone calls, and digital communications regarding our mutual fund and seperate accounts product suite. As an Internal Sales Consultant, you will be a key member of the team, implementing tactical strategies using data to increase sales, prepare weekly action plans, retain assets and cultivate new clients. While we offer hybrid working for many of our roles, this role does require 3 days a week in our office location You will develop and maintain an in-depth knowlegde of financial markets, Nomura products and services, and the competitive landscape, and be able to discuss the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks You will be responsible for maintating and updating the Client Relationship Management system (Salesforce) for all advisor client activities, fielding inbound call sfrom partners and avisor clients, and sharing thoughtful sales ideas with the rest of the Internal Sales Consultants and Regional Directors Skills, experience, qualifications and knowledge required: Bachelor's degree in business, finance or a related field, with some experience in selling finanial products Experience analyzing data to create a business plan and willingness to act on the business plan through virtual meetings, phone calls, digital communications, and travel (5-10%) SIE, Series 7 and Series 66 licences (or SIE 7, 63, and 65) preferred Strong Interpersonal, verbal and writing skills, and a general willingness to grow a business through relationship building Nomura Leadership Behaviours Explore Insights & Vision Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). *base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors”. Nomura is an Equal Opportunity Employer
    $50k-80k yearly 41d ago
  • Business Analyst, Digital

    Nomura 4.8company rating

    Philadelphia, PA job

    Corporate Title: Business Analyst Department: NAM International The pay range for this position at commencement of employment is expected to be between $110-135 year * (see below footnote for additional compensation and benefits information). Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit *************** Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Division Overview: NAM International The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. Role Description: You will collaborate with stakeholders to enhance and develop new digital capabilities for our clients, partners, and people. As a key contact for the business, you will identify digital solution requirements and work closely with data analysts, engineers, and scrum masters. Additionally, you will support the Digital Solutions Owner in identifying, prioritising, and implementing digital solutions. Skills, experience, qualifications and knowledge required: * 3-5 years in financial services as a Business Analyst, Systems Analyst, or business analytics role. * Background in implementing digital solutions within financial services or a similar field. * Strong analytical and problem-solving mindset. * Skilled in Agile methodologies for data-driven decision-making and ongoing business improvement. * Proven track record of implementing digital solutions in the financial services sector or a related industry. * Experience in requirements gathering (interviews, workshops), creating user stories, and process flows. * Knowledge of data analysis tools (Power BI, SQL) preferred but not mandatory. * Experience in application testing and conducting User Acceptance Testing (UAT). Nomura Competencies Explore Insights & Vision * Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions * Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People * Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability * Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion * Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $89k-117k yearly est. 9d ago
  • Regional Director

    Nomura 4.8company rating

    Philadelphia, PA job

    Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit *************** Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Division Overview: NAM International The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. The pay range for this position at commencement of employment is expected to be between $110k-120k * (see below footnote for additional compensation and benefits information). Role Description: * selling mutual funds, separately managed accounts, ETFs and Private Market Solutions to the broker-dealer community * consulting and advising with financial advisors to provide them with value-added strategies to increase growth of their practice * expanding and deepening relationships with financial advisors to meet or exceed sales targets, retain existing assets, cross-sell and grow AUM * liaising between the financial advisor and the Macquarie home office * utilizing firm resources including but not limited to SS&A, Salesforce, Allego, Seismic, Ycharts and other technologies * maintaining CRM database with accurate and up-to-date activity, sales pipeline, and advisor information * managing travel and entertainment budget wisely and in a manner that complies with internal compliance and our client firms' cash/non-cash policies Skills, experience, qualifications and knowledge required: * External wholesaling experience with a proven track record of sales and growing a territory. * Residing in the territory * Deep knowledge of and existing relationships within the Broker-Dealer community of S.TX, LA * Series 7 and 66 (or 7, 63 and 65) licenses required * CAIA, CIMA, CFP, CFA or other industry designations preferred * Clean U-4, clean compliance record required Nomura Competencies Explore Insights & Vision * Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions * Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People * Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability * Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion * Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $110k-120k yearly 8d ago
  • Associate, Internal Sales Consultant

    Nomura 4.8company rating

    Philadelphia, PA job

    Corporate Title - Associate Department - Wealth Distribution Sales The pay range for this position at commencement of employment is expected to be between $50k-80k year * (see below footnote for additional compensation and benefits information). Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Department Overview The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura's century long heritage, our teams are responsible stewards of clients' capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals. Aon's Benefit Index, Nomura's benefits rank #1 amongst our competitors Role Description: The internal Sales team engages with financial advisors through virtual meetings, phone calls, and digital communications regarding our mutual fund and seperate accounts product suite. As an Internal Sales Consultant, you will be a key member of the team, implementing tactical strategies using data to increase sales, prepare weekly action plans, retain assets and cultivate new clients. While we offer hybrid working for many of our roles, this role does require 3 days a week in our office location * You will develop and maintain an in-depth knowlegde of financial markets, Nomura products and services, and the competitive landscape, and be able to discuss the array of products across all disciplines (fund objectives, portfolio structures, investment management process and strategy benchmarks * You will be responsible for maintating and updating the Client Relationship Management system (Salesforce) for all advisor client activities, fielding inbound call sfrom partners and avisor clients, and sharing thoughtful sales ideas with the rest of the Internal Sales Consultants and Regional Directors Skills, experience, qualifications and knowledge required: * Bachelor's degree in business, finance or a related field, with some experience in selling finanial products * Experience analyzing data to create a business plan and willingness to act on the business plan through virtual meetings, phone calls, digital communications, and travel (5-10%) * SIE, Series 7 and Series 66 licences (or SIE 7, 63, and 65) preferred * Strong Interpersonal, verbal and writing skills, and a general willingness to grow a business through relationship building Nomura Leadership Behaviours Explore Insights & Vision * Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions * Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People * Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability * Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion * Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). * base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors". Nomura is an Equal Opportunity Employer Nearest Major Market: Philadelphia
    $50k-80k yearly 43d ago

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