Raymond James Financial jobs - 217 jobs

** The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC's Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team. **Primary Functions of the** **Position:** + Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield + Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments + Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management + Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team + Organizes and performs system training and demonstrations to internal and external users + Creates documentation of new system processes + Gathers business requirements to create process improvements using Salesforce technology + Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management **Education and Experience** **Requirements:** + Bachelor's Degree + Salesforce Administrator certification + 3+ years of Salesforce Administration experience + Strong communication skills and experience working with functional leadership + Creative and analytical thinker with strong problem-solving skills + Demonstrated ability to meet deadlines and prioritize simultaneous requests **Preferred** **Experience:** + Ability to write APEX triggers + Experience in banking and/or financial services **Essential Skills and** **Abilities:** + Strong presentation, collaboration, and communication skills + Intellectually curious to gain deeper understanding of processes and requirements + Self-starter and a team player capable of driving projects to fruition + Familiarity with technical project methodologies and the software development lifecycle + Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint + Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary The (Senior) Associate, Enterprise Strategy & Development, will work as a member of the Enterprise Strategy team. This position works closely with internal Business Unit Leaders, Finance, Legal, and other functional groups to evaluate, execute, and report on Enterprise Strategy projects across various functions and topics. You will also work closely with internal stakeholders and external consultants to underwrite and coordinate strategic acquisitions, investments (equity and debt), and strategic partnerships to enable Thrivent to execute its Enterprise strategy. In this role, you will: • Perform fundamental analysis, including financial modeling and valuation for Enterprise Strategy projects and new deal activity, and communicate conclusions to the Enterprise Strategy team. • Research relevant sector trends, market- and company-specific information, including operational metrics and valuation multiples. • Manage an M&A and investment pipeline and monitor relevant transactions for Thrivent. • Create investment memorandums and presentations for Thrivent leadership, including the ELT and the Board. • Work on miscellaneous special projects. **We are open to candidates working remotely anywhere across the United States but prefer this person to be located in the New York City, NY area. Job Responsibilities and Duties Rigorous analysis of the viability of a strategic project or opportunity, including historical financials, projections, unit economics, strategic positioning, and value proposition to provide insight on strategic and economic risk-adjusted return. Collaborate to develop Thrivent's inorganic strategy, preferred tactics, and deal structures to operationalize the strategy. Lead the financial modeling, valuation, research, and financial due diligence coordination workstream for inorganic initiatives and strategic projects, in close coordination with the Finance and Legal functions. Support end-to-end deal execution, including preparing transaction documents, financial analysis, due diligence, coordinating various internal and external parties, and organizing information into presentable formats. Prepare and deliver management-level committee and board presentations that reflect fundamental analysis and provide actionable recommendations. Monitor strategic investments and deal activity, communicating with management on a frequent basis the performance of investments. Maintain and refine the standardization of internal project management and diligence best practices to ensure understanding of strategic value and risk, provide recommendations around mitigation, as well as track and archive best practices and learnings. Job Qualifications Required: Bachelor's degree required; Concentration in finance or accounting preferred. 4+ years of experience in investment banking, private equity, accounting, finance, consulting or corporate development. Exceptional analytical, interpersonal, written and verbal communication skills. Excellent financial modeling skills, including 3-statement financial analysis, with proficiency in Excel, PowerPoint, and Word. Strong history of achievement in past professional and academic experiences. Self-directed individual with strong work ethic, intellectual curiosity, and great attention to detail. Preferred: Master of Business Administration degree with a concentration in finance or accounting preferred. CFA preferred. 6+ years of experience in investment banking, private equity, accounting, finance, consulting, or corporate development within the financial services or financial services technology sectors. Additional Information This position is a full-time remote opportunity; New York City, NY preferred. #LI-Remote Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $124,010.00 - $167,778.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

The Manager, Field Talent Acquisition will be responsible for day-to-day leadership of a team of sourcing and recruiting professionals. The team oversees the recruiting process for client-facing selling advisors from lead generation through selection and is accountable for maintaining a quality candidate experience and adhering to the Advisor Ecosystem playbooks. This role will have direct impact and influence of our weighted client facing capacity (WCFC) goal, growth in selling role contracts, partnership and alignment of Ecosystem onboarding paths, reduction in candidate cycle time, improvement in candidate ratios through the attraction and selection process, and best-in-class candidate experience. This can be a remote position within the US. DUTIES & RESPONSIBILITIES: Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. Supports the development and implementation of business and marketing strategies to ensure the candidate pipeline and recruiting process is meeting the needs of the regional Advisor Groups and the Virtual Advice Team. Oversees the team executing the Advisor Ecosystem playbook and is responsible for Sourcing, Recruiting, Selection/Assessment, Employment Law, and Onboarding. Identified team strategies to source and attract passive candidates through the use and development of innovative online sourcing strategies and research techniques including: resume databases, referral generation, Boolean searches, social media, direct sourcing/cold calling, target companies, internal databases, etc. Ensures the team's timely and effective sourcing and pre-qualifying of candidates for new advisor, practice growth and Virtual Advice team roles. This is accomplished by using proven strategies and techniques to identify, pre-qualify and attract quality talent to Thrivent. Oversees the team to guide and coordinate candidates through the applicable assessments to move quickly through the recruiting process and drive reduction in candidate cycle time. Manages the sourcing and recruiting coordinator functions and allocates appropriate resources to ensure that business unit and departmental objectives are met. Tracks and analyzes field recruiting KPIs and outcomes to identify success, opportunities, trends and insights and applies the data for future approaches to field recruiting for each regional Advisor Group by Market, Group and channel level with key stakeholders and representatives. Drives and effective partnership with key leadership in the regional Advisor Groups and the Virtual Advice Team to ensure their recruiting needs are met. Research and resolve issues, provide monthly updates on results and changes for each regional Advisor Group. Identifies and leads continuous improvement, divisional and departmental projects to implement new capabilities and ease of doing business Trouble-shoot and adapt to the regulatory / industry / advisor trends to ensure we deliver our recruiting goals within the team and Thrivent's Advisor Ecosystem. Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes. Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients. Describe below the audience this role will interact with and level of influence they will have on those roles. Senior field leaders and Virtual Advice leaders - moderate to high influence Market Directors, Market Developers, Practice Growth Directors and Virtual Advice managers - high influence Capacity Growth & Development COE VP, Directors, managers - high influence Capacity Growth & Development COE team members, e.g. Contracting & Licensing Specialists, Launch Specialists - moderate to high influence Distribution Solutions, HRIS, DEI, Marketing, other corporate leaders - low to moderate influence QUALIFICATIONS & SKILLS: Required: College degree in HR, business, management or related business field or equivalent experience Demonstrated experience (5+ years) leading a team Skillset that will support focus on diverse talent acquisition Strong interpersonal communications and relationship building skills Excellent planning/organizing skills Excellent collaboration and relationship building skills Experience working with applicant tracking systems (e.g. Workday Recruiting) Experience using virtual communication tools and conducting virtual sourcing searches e.g. remote meeting technology Minimal travel may be required depending on business needs Preferred: Demonstrated experience (5+ years) leading a team specifically in talent acquisition or financial services Experience recruiting in the financial services industry or for sales positions Knowledge of tools, techniques and resources for recruiting sales candidates Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $120,467.00 - $162,984.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing As a salaried professional, you can also expect… A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Under limited supervision, uses professional design knowledge and graphics software skills, obtained through education and experience, to collaborate with others to design, develop and create presentations and pitch materials. Creates visual elements and composition which support the project requirements. Visually executes against an established project vision and guided parameters of Raymond James and client brand. Under the guidance of the Presentation Design Workflow Manager, designs graphics and pitch materials for Investment Banking. Job Description Please include your portfolio and/or PowerPoint slide samples highlighting template design with your application. Responsibilities: Makes key contributions to the themes, ideas and methods used in creating and producing medium- to large-scope PowerPoint Presentations, related assets, and pitch materials. Designs and renders original work for illustrating specific data in presentations. Under limited supervision, consults with internal customers regarding design and associated costs. Designs and prepares graphics for PowerPoint presentations and pitch materials. Executes and troubleshoots complex graphic jobs. Makes key contributions to graphics production activities and is accountable for quality assurance. Ability to perform quality control review for own work and work produced by teammates. Advises all levels of professionals regarding formatting, and provides on-the-spot document troubleshooting. Ensures that the file management system is maintained. Remains current in presentation design trends and technologies. Manages deadlines through communication with the team. Mentors and utilizes associate presentation designers. Performs other duties and responsibilities as assigned. Skills: Moderate understanding of design principles and best practices for formatting content Strong knowledge and experience designing infographics, financial charts, tables, and graphs Displaying complex data in a visually sophisticated, appealing, and engaging format Producing creative work within an established organizational style and attention to detail. Mentoring and guiding associate-level presentation designers. Mastery in Microsoft PowerPoint, Word, Excel (advanced charting), and Adobe Acrobat Pro Expertise in Adobe Photoshop, InDesign, and Illustrator Expertise in MapInfo Professional Take ideas and think creatively to make professional, aesthetically pleasing layouts while maintaining company identity standards. Organize information with attention to hierarchy, order, and emphasis Provide extensive attention to formatting detail and aesthetics Work concurrently under pressure on multiple projects and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Work effectively as part of a collaborative environment Understand a project request and extrapolate key information from it Communicate effectively and professionally with all organizational levels, both orally and in writing. Develop creative solutions to graphic problems. Build relationships with colleagues at similar levels, both within and outside of the department. Consistently demonstrate a sense of urgency. Ability to quickly determine priorities in a self-directed work environment so that both creative and operational responsibilities are met. Clearly demonstrate a client-first focus in line with the Raymond James culture. Working Schedule: Monday through Friday, 3:00 pm to 12:00 am Eastern Time preferred. Some additional hours may be required. Travel Required: None required. Workstyle: Fully remote. Education Bachelor's: Computer Graphics, Bachelor's: Digital Communications and Media/Multimedia, Bachelor's: Graphic Design Work Experience General Experience - 13 months to 3 years Certifications Salary Range $70,000.00-$85,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1

**One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Department Overview** Raymond James Legal is committed to providing legal advice that supports the Firm's business objectives while adhering to our core values of Client First, Conservatism, Independence, and Integrity. The Legal department's primary mission is to: (i) provide advice that supports business unit efforts to pro-actively manage and mitigate litigation and regulatory risk; (ii) oversee litigation and regulatory enforcement matters; and (iii) assist in the execution of business transactions. **Job Summary** Raymond James is seeking a Summer Associate - Law Clerk. Under general supervision, the Law Clerk uses skills gained through education, training, and or experience to assist with specific legal research projects within an assigned functional area of the legal department (functional areas span litigation/arbitration, regulatory, and transactional practices). Follows established legal department procedures and receives general guidance and direction to perform each research tasks with varied complexity. Some judgment required to adapt procedures, processes, and techniques. **Work** **Schedule:** Temporary, Full-Time; Summer **;** Monday through Friday, up to 40 hours per week **Target Start Date** : June 1, 2026 **Target End Date** : August 7, 2026 **Duties and Responsibilities** + Support in-house counsel and members of the legal department in conducting legal research. + May conduct or update 50 state surveys. + Perform legal researchutilizingboth written and electronic sources. + Prepare legal memos. + Gather and compile facts and relevant case information. + Review legal agreements. + Operate standard office equipment and use required software applications. + Perform other duties and responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Fundamental concepts,practicesand proceduresofa professional office environment. + Basic concepts,principlesand practices of an assigned business unit. **Skill in** + Operating standard office equipment andusing, orhavethe ability to learn, required software applications. + Ability to learn and use legalsoftwarei.e.,Westlaw, Bloomberg, etc. + Operating standard office equipment + Strong research skills + Excellent communication and writing skills + Strong attention to detail **Ability to** + Maintain professional discretion and strict privacy and confidentiality. + Read,comprehend, and apply legal information. + Manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment with frequent interruptions. + Communicate effectively. + Utilize established procedures, processes, and checklists. + Work independently as well as collaboratively within a team environment. + Providea high levelof customer service. + Establish andmaintaineffective working relationships **Educational/** **Previous** **Experience Requirements** + Currently pursuing aJuris Doctor or Master of Laws degree + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + Nonerequired. **Location** - **Fully Remote** + No travelrequired.

As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers' unique needs - whether it's protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come. The Opportunity As a Business Analyst Intern, you will support senior business analysts and project teams in tasks such as gathering and documenting requirements, conducting data analysis, and helping with project documentation and communication. Job Responsibilities Assist with the elicitation and documentation of business requirements through interviews, surveys, and workshops: Participate in the creation and maintaining of detailed requirement documents, user stories, and process flows. Assist in collaborating with stakeholders to obtain and document functional and non-functional needs. Contribute to developing and maintaining a knowledge base of the customer's business processes, systems, and functions. Grow in understanding of process modelling, including the use of appropriate modelling tools, techniques, and standards. Assist the development team in breaking down features into user stories with acceptance criteria. Establish relationships with business partners, teammates, and other members of the IT organization. Perform other duties as assigned. Minimum Qualifications Entering at least 2nd year of higher education pursuing a degree in Computer Science or related field. Strong problem-solving skills. Ability to adapt to changes in priorities. Customer-service focus and quality orientation Self-motivated, takes initiative, and passionate about learning/trying new technologies. Sense of personal accountability. What to Expect As an intern, you'll have the opportunity to connect with other interns, managers and leaders at MassMutual Ascend while gaining hands-on experience in your area of focus. Focused one-on-one meetings with your manager. Ongoing opportunities for development and learning. Working in a fast-paced environment with available flexible work schedules. A place to grow your career in a culture that inspires, rewards and develops employees. Small company feel with a focus on meeting customer's needs today and also well into the future. Propose your own ideas on projects. #LI-MM1 Why Join Us. At MassMutual Ascend, our collaborative culture is key to our success. It's the reason we're a leading provider of annuities today, and it's the reason we'll continue rising to the top tomorrow. A career at MassMutual Ascend means you'll contribute to our mission of taking financial futures above and beyond - and you'll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community. MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer. We welcome all persons to apply. At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance..

As a Trust Officer, you'll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You'll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You'll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews. Positions available in Orlando, South Miami, and Ponte Vedra FL. What You'll Do Trust Administration: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards. Distributions: Ensure timely and accurate income and principal distributions to beneficiaries. Risk Management: Identify and mitigate risks associated with trust administration. Client Engagement: Communicate trust provisions clearly and help clients align trust strategies with their financial goals. Documentation: Maintain comprehensive records of trust transactions, correspondence, and legal documents. Professional Collaboration: Partner with legal, tax, and other professionals to manage complex trust accounts. Compliance: Ensure adherence to all applicable laws, regulations, and internal policies. Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience. Business Development: Build a network of internal and external contacts to attract new client relationships. Industry Awareness: Stay current on legal and regulatory developments impacting trust administration. Growth & Visibility: Participate in community events to enhance visibility and attract prospects. Requirements For Success Experience & Education Bachelor's degree in a business-related field or equivalent experience. 5+ years of experience in trust administration. Proven success in building and maintaining client relationships. Experience settling estates and managing unique assets. Skills & Competencies Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities. Ability to work independently and collaboratively within a team. Excellent interpersonal skills and professional presence. Strong analytical, verbal, and written communication skills. Preferred Qualifications Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position with flexibility, including evenings and weekends as needed. FLSA Status: Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

Join our dynamic team as a Loan Operations Commercial Loan Closer (CLC) and play a pivotal role in the commercial lending process. You'll collaborate with Commercial Relationship Managers (CRM) and Loan Officer Assistants (LOA) to oversee the closing process for all new, renewed, and modified C&I and CRE loans. As a key communicator, you'll interact with various partners to ensure a smooth and timely loan closing process. This role offers the opportunity to work independently and handle a variety of tasks to ensure all approval conditions and due diligence items are met for loan document preparation and processing. This position can sit anywhere within Alabama or the Panhandle of Florida What You'll Do Review and Identify: Analyze approved credit requests to pinpoint required pre-close conditions and due diligence needs. Due Diligence: Order and review essential due diligence items such as Title Commitments, UCC searches, Flood determinations, Proof of insurance, Surveys, Entity documents, Real estate appraisals, Environmental Assessments, Good Standing Certificates, and Beneficial Ownership. Monitor and Confirm: Ensure all due diligence items are received and reviewed for accurate loan document creation and lien perfection. Document Preparation: Submit loan details to the internal Doc Prep team for closing documentation. Legal Coordination: Engage with approved attorneys to prepare and/or close loan documents. Scheduling: Coordinate closing dates and times with all relevant parties, including attorneys, title companies, customers, CRM, and LOA. Accuracy Check: Review draft closing documents and settlement statements for accuracy, ensuring they align with loan approval. Clear to Close: Provide final approval for closing once all conditions and due diligence requirements are satisfied. Document Review: Verify executed documents for complete and accurate signatures, then forward to Loan Servicing for booking. Documentation Management: Ensure all supporting documentation is properly loaded to CreditLens and/or submitted for imaging. Initial Disbursement: Assist with initial loan disbursement at closing, acting as the second required signature. Customer Service: Deliver exceptional service to internal and external clients with urgency and a positive attitude. Requirements For Success 5+ years in the financial services industry, with a preference for commercial loan experience Strong interpersonal, verbal, and written communication skills. Proficiency with MS Office Suite (Outlook, Word, Excel, SharePoint). Knowledge of federal and state banking regulations. Excellent customer service skills. Attention to detail. Strong problem-solving and critical thinking abilities. Organizational and time management skills to balance multiple priorities and meet deadlines. Commitment to compliance training and continuous learning. Preferred Skills: College degree in business or paralegal certification. Conditions of Employment Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA status: Non-exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Pay Range USD $42,061.00 - USD $64,465.00 /Yr.

Are you passionate about helping small businesses thrive? United Community is in search of a dynamic Business Banker to be the go-to financial expert for small businesses with annual revenues up to $5million. You'll play a pivotal role in managing and deepening client relationships, driving growth and profitability, and uncovering new opportunities through proactive prospecting and networking. If you're passionate about outside sales, enjoy building strong partnerships, and thrive in a collaborative environment, this is the perfect role for you! What You'll Do Sales and Service Excellence: Lead sales initiatives to achieve deposit and loan growth targets, providing exceptional customer services and support through the process Field Engagement: Deliver a branded customer experience by being in the field at least 80% of the time Opportunity Identification: Identify and refer specialized small business opportunities and solutions to clients, conducting relationship reviews Customer Relationship Management: Build and maintain strong relationships with existing and potential clients to understand their financial needs and offer tailored solutions Relationship Building: Foster relationships with key partners such as Branch, Small Business Group, Merchant, Treasury, and other internal partners to increase small business opportunities Credit Advisory: Leverage your knowledge of credit to advise small business owners on solutions services, and digital capabilities that help them achieve their business goals Coaching and Development: Coach, develop, guide, and provide feedback to associates and customers while embodying a service culture Requirements For Success Minimum of 5 years of experience in banking, financial services, or sales with a focus on small business clients Demonstrated ability to identify and understand customers needs, delivering tailored financial solutions Strong business acumen with the ability to assess and support the unique needs of small business clients Excellent verbal and written, communication skills, with strong organizational and time management abilities Proven relationship-building skills and a client-first mindset Proactive and self-motivated approach to sourcing and developing new business opportunities Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $60,466.00 - USD $93,119.00 /Yr.

About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Role and Responsibilities Work as an analyst with our Prelude analyst to implement these Waystar products for all components/tasks of the project including system decisions, design, system build in Epic and testing with Epic/Waystar. Work with the Prelude and Project team to leverage the build and mapping in Epic/Experian for the Waystar implementation and assisting in the development of End User training/training material. Candidate will also provide guidance for the Prelude team to optimize the maintenance for future insurance data/data mapping. Minimum Qualification Expertise and certification in Epic Prelude and RTE are required. Experience with implementing Waystar's RTE, RTA and Coverage Insurance Verification products is highly preferred along with experience changing to Waystar's products from the comparable Experian products.

Job Title: Senior Credit Officer - Commercial United Community is looking for a Senior Credit Officer - Commercial to work with Community Bank Executives and Corporate Banking leadership to achieve high credit quality via the loan approval process.Position can sit in Greenville, SC or Orlando, FL. What You'll Do * Work with Community Bank Executives, Commercial Banking Solutions (Specialty Lending Groups) and Regional Credit Managers to promote the credit culture of United Community Bank• Protect the assets of the bank through the proper execution and administration of risk management policies and procedures. Assumes accountability for quality approval decisions and the overall quality of the assigned loan portfolio.• Approve larger credits in a timely and efficient manner helping to ensure customers' expectations are met• Serve as "gatekeeper" for approval of larger credits and assists in enforcing the bank's house limit• Recommends approval of changes in underwriting procedures and policies• Partner with State Presidents and Team Leads within Commercial Banking Solutions to execute on our credit culture, grow the portfolio and maintain strong portfolio credit metrics. • Acts in an advisory and referral role to lenders and analysts in matters of compliance, regulation and policy• Supervise activities of the Regional Credit Managers• Assist in monitoring credit quality including responsibilities for portfolio risk ratings, and oversight of criticized asset and portfolio review meetings• Direct and assist in the preparation of each bank for regulatory examinations. Works directly with bank regulators during the examination process.• Coordinate credit portion of due diligence efforts with regard to new bank acquisitions• Assist in training new lenders and the on-going training on policies, procedures and culture• Perform annual performance reviews along with an effective management plan consisting of goals for staff• Perform other duties as assigned Requirements For Success * College degree or equivalent• Minimum 10 years' experience in a regulatory or commercial lending background with at least 5 years of credit approval experience with C&I, Middle Market and Commercial Real Estate.• Strong leadership skills with extensive supervisory and managerial experience and the ability to build strong teams. • Excellent interpersonal and communication skills; and the ability to solve problems. • Participate and complete all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Conditions of Employment * Must be able to pass a background & credit check• This is a full-time, non-remote position that requires schedule flexibility to work evenings and weekends as needed. • Up to 20% travel required. FLSA Status: Exempt Pay Range USD $0.00 - USD $0.00 /Yr.

United Community is seeking a skilled Marketing Operations Associate Director to support the Marketing & Communications team by driving operational excellence across marketing initiatives. Reporting to the Director of Marketing Operations, this role focuses on optimizing workflows, managing performance tracking, and supporting cross-functional collaboration. The Associate Director will help implement strategic plans, improve processes, and contribute to team development in a fast-paced, data-driven environment. What You'll Do Support the development and implementation of marketing operations strategies and processes. Assist in identifying opportunities to improve marketing performance and operational efficiency. Collaborate with cross-functional teams including sales, compliance, risk, technology, finance, and analytics. Contribute to the optimization of key workflows and systems to support scalability. Assist with business continuity planning and support audits and risk assessments. Help maintain marketing workflows, policies, and procedures in compliance with regulatory standards. Monitor industry trends and regulatory changes impacting marketing and advertising. Support the development of dashboards and reports to track marketing effectiveness and customer insights. Use data to inform prioritization and contribute to strategic recommendations. Assist in managing customer journey initiatives and customer excellence programs. Contribute to strategic planning and reporting efforts, including pitch book development. Support budget tracking and forecasting under the guidance of senior leadership. Provide mentorship and guidance to junior team members as assigned. Compliance Training: Participate in all required compliance training, including Bank Secrecy Act/anti‑money laundering training and other internal/external programs, meetings, and seminars. Other Duties: This description is not designed to cover all duties. Responsibilities may change or be assigned at any time without notice. Requirements For Success Bachelor's degree in Business, Marketing, or related field. Minimum of 5-7 years in the financial services industry, preferably in a marketing operations or project management role. 5+ years supporting integrated marketing and PR programs, including budget oversight. Strong organizational and analytical skills with the ability to manage multiple projects and meet deadlines. Familiarity with marketing operations across digital and traditional channels (web, mobile, social, email, direct mail). Working knowledge of marketing and sales technology platforms including Adobe, Tableau, and Salesforce. Experience supporting organizational change and agile methodologies preferred. Ability to translate data into actionable insights and support decision‑making. Understanding of the regulatory landscape impacting financial services marketing and advertising. Effective communicator with strong collaboration and influencing skills across teams. Proficient in Microsoft Office applications with a willingness to innovate, learn, and grow. Conditions of Employment Must be able to pass a background and credit check. This is a full-time, non-remote position. FLSA Status: Exempt Ready to take your career to the next level? Apply now to become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $84,136.00 - USD $139,486.00 /Yr.

Apply to join our Insurance National Sales Desk, a fast-paced and exciting group that serves as the foundation of the sales organization. Help advisors make informed recommendations, build your soft and hard skills, and build a reputation and momentum for a future on a team with strong upward mobility for high performers. This team is best for those with strong verbal communication skills, a passion for learning, and an interest in learning how to position insurance in the modern financial planning environment. As an Insurance National Sales Associate, you will promote RiverSource insurance products with Ameriprise Financial advisors, primarily via an inbound phone queue. You will also make selective proactive outbound calls. Using discretion and judgment, through a quality sales call conversation, associates will match insurance product solutions to client's needs and goals. This is a first step into a career as a wholesaler. Remote work considered for qualified, licensed candidates located outside of Twin Cities metro. Key Responsibilities: Learn and become an expert in RiverSource insurance products and strategies. Build and maintain relationships with the wholesaling team. Engage with Ameriprise advisors to learn how RiverSource annuity solutions fit into the financial planning process. Answer calls via an inbound phone queue. Answer questions about our product line up. Use effective questioning to match our product solutions to client's retirement and legacy needs. Run illustrations and product proposals and teach advisors how to use these tools to present our solutions to their clients. Follow up as needed to assist in closing the business and finding new opportunities. Partner with wholesaling teams to identify proactive callout opportunities and determine desired outcomes. Examples include driving event attendance, notifying advisors of updated licensing requirements, and other ways to assist wholesaling teams. Pass all required exams and keep current on all FINRA and state insurance training and CE requirements. Required qualifications: Bachelor's degree or equivalent work experience Active Series 6 State Securities agent registrations (Series 63) Resident State Insurance Licenses (Variable, Health & Life) If licenses are not actively held, they must be obtained within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after successfully passing each exam). Ability to build strong relationships Excellent communication and influencing skills Preferred qualifications: Knowledge of insurance products Experience in the financial services industry, financial sales, or financial wholesaling Ability to work on a sales and results driven team Effective presentation skills About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $23.55 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business INSUR Insurance

We are a Commercial Collection agency in business for over 50 years with national and international clients. AFM is a leading commercial collection agency dedicated to providing exceptional debt recovery services. We pride ourselves on our professional approach and commitment to achieving the best results for our clients. AFM is looking for a highly motivated and detail-oriented Commercial Collector to join our team. The ideal candidate will be responsible for managing and collecting outstanding debts from clients in the Commercial sector. Skills: Good written, verbal, listening and phone communications skills Problem solving and negotiation skills General computer skills with the ability to type Ability to work in a fast-paced environment Ability to maintain composure with difficult debtors Ability to handle a high-volume inventory Key Responsibilities: Make a high-volume amount of calls to business debtors to recover payment on delinquent accounts Accept payment by credit card, check by phone/fax/email Negotiate settlement within prescribed guidelines Provide account updates to clients as needed Locate businesses and individual owners through skip tracing techniques Meet and exceed monthly recovery goals Qualifications: Proven experience in debt collection, preferably in the Commercial sector. Strong negotiation and communication skills. Ability to handle difficult conversations and remain professional under pressure. Proficiency in using collection software and Microsoft Office Suite. Benefits: Competitive salary and performance-based bonuses Health, dental, and vision insurance Flexible paid time off and holidays Short-term disability Life insurance AD&D insurance

Manage the buying and selling of securities, monitor market positions, and determine optimal pricing for clients. Interview clients to understand their financial objectives, develop financial plans, devise trading strategies, supervise support staff, and evaluate the cost and revenue of agreements. Job Description Job Summary Under general direction with a high level of autonomy, use extensive knowledge and skills obtained through education, and sales or recruiting success to develop relationships with advisor and/or financial planning professionals/organizations for the purpose of recruiting advisors and their teams to Raymond James RIA & Custody Solutions. Extensive networking with internal and external stakeholders is required to establish and maintain relationships that lead to recruiting new advisors. Acts in a professional sales and marketing capacity to help meet firm goals. This role will cover the geographical locations of: Midwest = IA IL IN MI MN MO ND OH SD WI Essential Duties and Responsibilities Creates business development and sales strategies, generates leads, and maintains and expands referral sources. Sources, solicits and develops new prospects by responding to incoming calls and inquiries, sending out materials and visiting prospects to meet specific recruiting goals. Establishes relationships with prospective advisors, provides consultation and education regarding platform and transition opportunities. Establishes and maintains a prospect database. Gathers information and data on prospects to qualify prospects, review for platform fit, and accelerate sales activities. Evaluates interested prospects to ensure philosophical alignment and motivation. Manages the creation of proformas for prospects. Oversees visits to home office by prospects to address issues, interests and concerns. Assists advisors during transition to the firm. May manage the process of advisor succession planning and counsel advisors on the establishment of a successful succession plan. May coach and mentor others. Performs other duties and responsibilities as assigned. Knowledge of Advanced concepts, practices and procedures of business development in a financial services environment. Investment concepts, practices and procedures used in the securities industry. Principles of finance and securities industry operations. Financial markets and products. Financial analysis of businesses and FA practices, business valuation methods and modeling may be required. Securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required. Skill in Sourcing and developing prospects. Developing business development and/or practice acquisitions strategies. Maintaining and expanding referral sources. Gathering, compiling, and analyzing information and data. Initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities. Facilitating transition/acquisition processes. Establishing and maintaining databases. Preparing and delivering clear, effective, and professional presentations. Effective questioning and listening techniques. Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases. Ability to Participate in professional organizations and activities to expand network of business contacts. Maintain fluency in investment advisor and/or financial planner services and products. Partner with other functional areas to accomplish objectives. Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies. Gather information, identify linkages and trends and apply findings to operations. Research, interpret, analyze and apply information about prospects. Establish and communicate clear directions and priorities. Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment. Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives. Incite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectives. Plan, assign, monitor, review, evaluate and lead the work of others; coach and mentor others. Work independently as well as collaboratively within a team environment. Education/Previous Experience Bachelor's Degree from four year college or university with a minimum of five (5) years experience in Business Development or Sales, with experience with recruiting financial advisors in a financial services environment. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 Education Bachelor's: Business Administration, Bachelor's: Finance, Bachelor's: Marketing Work Experience General Experience - More than 15 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $35,568.00-$130,000.00 Travel Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Note: This person must reside in either of the following states: Idaho, Oregon, or Washington Manages supervision oversight, ensuring adherence to firm and regulatory policies and procedures. Monitors day-to-day activities of financial advisors and registered sales assistants to ensure compliance with internal policies and procedures, and external regulations. Oversight activities include but are not limited to trade review, FINRA rule 3010 email review, advertising review, FA/client operational troubleshooting, new account and application review, annuity review, securities receipts review, cash deposit review, and outgoing/LOAs review. Responsible for ensuring any identified policy violations or branch deficiencies are addressed with the branch and fully remediated. Travel to branch locations to perform required annual Branch Manager Supervisory Visits. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with some latitude for un-reviewed actions or decisions. Uses extensive knowledge and skills obtained through education and experience to identify, research, analyze and resolve complex issues. Serves as the face of the organization and advocate for the branches they oversee. Job Description Essential Duties and Responsibilities Responsible for supervision oversight and ensuring adherence to firm and regulatory policies and procedures. Perform reviews of client accounts and documents submitted by the branch. Educates branch staff associates. Escalates concerns to senior management and may propose new policies or procedures regarding risk, adhering to compliance and operational risk controls in accordance with company and regulatory standards. Review and analyze monitoring reports and systems for suspicious/unusual patterns and follow-up with appropriate individual(s) for explanations and actions. Coordinates registrations, continuing education, licensing, etc. of branch personnel. Oversees branch activities. Interfaces with specific business platform sales management associates to inform them of any supervisory concerns that may arise with branch offices and work together with them to address and resolve these concerns. Implements and enforces policies and procedures for all business platform branch office locations not currently staffed with a licensed and qualified branch manager by serving as the designated manager or branch manager delegate of these OSJ locations. Monitors and keeps up to date with securities/advisory regulations and applies them accordingly. Interprets, applies and recommends changes to organizational policies and procedures while adhering to compliance and operational risk controls in accordance with company and regulatory standards. Handles all administrative matters in the hiring/termination of FA and their transition in and out of the branches. Monitors Supervisory Center alerts and handles any necessary follow-up. Researches and resolves complex problems relating to clients' accounts and inquiries. Identify needs of the team and find solutions to complex issues Communicates with the field regarding regulatory rules and firm policy changes. Serve as the face of the organization and advocate for the branches we oversee. Ensure any identified policy violations or branch deficiencies are addressed with the branch and fully remediated. Travel to branch locations to perform required annual Branch Manager Supervisory Visits. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Company policies and procedures and industry rules and regulations. Investment concepts, practices and procedures used in the securities industry, financial markets and financial products. Skill in Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Preparing and delivering clear, effective, and professional presentations. Identifying the needs of customers through effective questioning and listening techniques. Handling stressful situations and leading others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude. Projecting a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. Employing good analytical skills to be able to research and resolve problems. Establishing and communicating clear directions and priorities. Utilizing good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel. Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. Effectively organizing, managing, tracking and completing multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Working independently, under minimal supervision. Ability to Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude. Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes. Project a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment. Travel extensively to perform required branch visits. Educational/Previous Experience Requirements Education/Previous Experience Bachelor's degree (B.A.) from four-year college or university, and a minimum of six (6) years' experience in a financial services firm / supervision ~OR~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied Series 7, 9/10 or 24, 66 or 63/65 required Series 53, Life, Health and Variable Annuity Licenses preferred Education Work Experience Certifications Salary Range $100,000.00-$111,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AF1

United Community is seeking an experienced Information Security Controls Analyst to serve as a subject matter expert in evaluating and strengthening our cybersecurity and technology controls. This role plays a critical part in assessing risk exposure, recommending control improvements, and ensuring alignment with regulatory standards and business risk tolerance. You'll collaborate with enterprise risk, compliance, and legal teams to provide visibility into our risk posture and drive meaningful change across the organization. What You'll Do Review and document the adequacy of security and technology controls across business and IT environments. Evaluate control posture through interviews, documentation reviews, and workflow analysis. Recommend and support implementation of risk reduction strategies via policies, procedures, and technical controls. Partner with risk management and security leadership to align controls with organizational risk tolerance. Identify control strengths and weaknesses related to privacy, security, resiliency, and compliance. Document and advocate for control improvements that balance risk with operational efficiency. Support control development across testing, QA, and production environments. Present control effectiveness reports to senior risk leadership. Stay current on regulatory requirements, internal policies, and industry best practices. Requirements For Success Experience: 3+ years in cybersecurity or IT practitioner roles. 2+ years in IT risk or controls analysis. Practical experience with risk management and IT control frameworks. Education: Bachelor's degree preferred in Information Assurance, Computer Science, Engineering, or a related technical field. Required Skills: Strong understanding of risk frameworks (CRI, COSO, RMF, COBIT, NIST). Familiarity with regulatory standards (PCI, FFIEC, SOX, HIPAA, GDPR, CCPA, GLBA). Experience with CIS CSC, ISO 2700, or NIST CSF. Excellent written and verbal communication across all organizational levels. Strong organizational skills and ability to meet SLAs. Sound judgment and decision-making in complex scenarios. High integrity, trustworthiness, and adaptability. Preferred Skills: Certifications such as CISSP, CISA, CRISC, or CISM. Technical experience with enterprise networks, applications, and directory services. Familiarity with enterprise GRC platforms. Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $49,972.00 - USD $76,958.00 /Yr.