Senior Associate jobs at Rea & Associates

This is your opportunity to join Capital One's new, luxury vertical: Velocity Black. Within Capital One, the Velocity Black team is a leading digital concierge company that delivers travel, entertainment, shopping and dining offerings to consumers globally. Velocity Black has built a unique customer experience - its proprietary platform offers inspiration, recommendations and fulfillment in one place, making it an integral part of customers' lives. The Product team reimagines the status quo and drives innovative, sustainable experiences through technology. As the Delivery Lead, you will leverage your strong organizational, communication, teamwork, and problem solving skills to deliver on highly strategic initiatives in close partnership with our Product Managers and BAs. You will also work cross functionally with our partner teams, including: Tech, Design, Marketing, Risk, Legal, and partners across Premium to bring our innovative features to market and manage large-scale marketing and product rollouts. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. **What You'll Do:** + **Ultimate Answer:** Be the team member that can/will do whatever it takes to effectively remove blockers, move the program forward, and deliver value for customers and the business + **Coordination of execution:** Develop & maintain delivery execution plans. Track progress against timelines, risks to delivery. Be 'in-the-know' side by side with product, tech, design, marketing, and well managed conversations across teams to connect the dots and ensure things do not fall through the cracks. + **Dependency mapping, tracking, and resolution:** Develop & maintain dependency maps. Coordinate timelines w/ dependent teams independently. This may be across tech, product, design, marketing lane & well-managed partners. Be the 'quarterback of delivery' of the piece of intent once it is defined. + **Stakeholder management:** Have a constant pulse of the current state of affairs for their scope. Independently connect with relevant stakeholders to set expectations, problem solve issues, remove blockers, etc. Lead delivery prep meetings across our team and stakeholders , develop launch materials, and develop GNG materials. + **Status Tracking & Reporting:** Be able to both create & distribute systemized status reporting on delivery progress to Product & Tech LT, and also provide ad-hoc updates on specific areas of interest as needed. + **Steward of documentation:** Create structure for defining, executing, and maintaining system documentation that can be used to assist with onboarding, federation & contribution models, and intent launch plans. + **Steward of well-managed processes:** Track & champion well managed processes for both tech efforts as well as gathering, storing, & organizing documentation for well-managed partners (legal, risk, compliance). + **Testing Planning & Support:** Be comfortable working hands on with product & tech to execute test scenarios and provide lift for the dev & product teams. Own the testing documentation, ensuring necessary inputs are provided by SMEs, and keeping our team and partners on track to complete testing ahead of launches. **As the Delivery Lead, you will need:** + Exceptional communication and collaboration skills - organizing & facilitating meetings, distributing follow-ups, developing decks, etc. + Excellent problem solving and influencing skills, and the ability to cut through ambiguity to bring sense and structure to a problem and define the path forward + A quantitative approach to problem solving and a collaborative approach to implement holistic solutions; a systems thinker + A deep focus on execution, follow-through, accountability, and results, with a forward-lean on taking proactive ownership + Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done. + Exceptional organizational and documentation skills, with the ability to create structure from scratch and clearly document and communicate that structure to team and partners + A strong technical background (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle + The ability to simplify the technically complex and drive well-educated decisions across product, analyst, engineering, design, marketing, and external partner representatives + To have highly tuned emotional intelligence, be a good listener, and have deep seated empathy for teams and partners **We want you if you are:** + **Self-Starter:** Willing & able to create repeatable processes that simplify execution and insert themselves into work streams to autonomously find ways to deliver value to the broader group. + **Team Player:** Able to build strong relationships with both tech & product partners to work cross-functionally. Has a lean-in attitude and is willing to reach out to partners autonomously to get the team answers as needed (both within & adjacent to Concierge). + **Systems Thinker:** Able to connect the dots between how different technology systems work together to add value. Comfortable working cross-functionally across different teams. + **Communicator:** A strong communicator that can inform stakeholders up through VP on status, progress, & impediments. Capable of communicating with business, technology, design, and marketing leaders. Strong written & verbal communication is paramount. + **Comfortable with technology:** Understands the basic building blocks of tech systems and to be able to converse with both PdMs & Tech Leads about how different components fit together. + **Organizer:** This associate should be one of the most organized on the team, so much so that they can build processes / tools that help the collective be more organized & provide clarity for team members & stakeholders. **Basic Qualifications:** + Bachelor's Degree or military experience + At least 2 years of project management, program management, or client facing consulting experience **Preferred Qualifications:** + 3+ years of project management, program management, or client facing consulting experience + 2+ years of experience in a horizontal delivery function + Experience centralizing information from many teams and creating structure and a delivery plan + Experience creating clear and structured presentations and documentation + Knowledge and experience utilizing project management tools and techniques + PMP, Lean, Agile or Six Sigma certification **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $86,000 - $98,200 for Sr. Project Manager Richmond, VA: $86,000 - $98,200 for Sr. Project Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? In Capital One's Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs. The **Field Effectiveness Team** is seeking a creative and experienced **Senior Learning Associate** to join our amazing **Learning and Development Team.** In this role you get to assist with the success of the field sales teams, and help deliver best in class results. The ideal candidate will have a strong background in instructional design, facilitation, and digital education technology, with a passion for creating engaging and effective training content that enhance learning and performance within our organization. As a Learning and Development Designer, you will be instrumental in developing visually appealing and effective training materials that align with our organizational competencies and have the opportunity to utilize your creative skill sets. **Our ideal candidate is:** + Obsessed with creating an exciting and engaging experience for our Sales Associates + A storyteller who compellingly uses their communications strength to inspire others + A positive, solutions-oriented problem solver and strategist + Detail-oriented and able to translate big picture thinking into local execution + Strong project management skills with the ability to meet deadlines in an agile work environment + Someone who thrives in a high-energy, fast-paced and constantly changing environment + Excellent communication and collaboration skills with the ability to work closely with cross-functional team **Key Responsibilities:** + Design and develop visually engaging training for various learning programs, ensuring content is clear, concise, and aligned with learning objectives + Utilize instructional design, adult learning methodologies, and best practices to create interactive and engaging learning experiences + Analyze learning needs through gap analysis and partner with subject matter experts to develop solutions that are both effective and innovative + Apply knowledge of multimedia design and eLearning authoring tools to produce graphics, animations, videos, and interactive elements + Collaborate with L&D team members to integrate digital learning solutions into broader training programs + Manage multiple projects with varying complexities and timelines simultaneously, ensuring quality and timely delivery + Continuously evaluate the effectiveness of learning content through assessments, surveys, and feedback, and make data-driven improvements + Keep abreast of the latest eLearning trends, tools, and technologies by fostering a mindset of growth and innovation + Include, empower and inspire the sales team through strong critical thinking skills + Responsible for developing and facilitating content, including (but not limited to) measurable learning **Basic Qualifications:** + At least 2 years of experience in Learning and Development + At least 2 years working with eLearning tools + At least 1 year of experience facilitating content and use of instructional design models + At least 1 year of experience with audio and video editing software **Preferred Qualifications:** + Bachelor's degree or military experience + Experience in Instructional Design and Adult Learning Methodologies + 1+ year of experience supporting learning for sales teams + 2+ years experience using sales enablement tools and AI coaching tools + 3+ years experience in videos, podcasts and eLearning **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $78,400 - $89,500 for Sr. Learning Associate Richmond, VA: $78,400 - $89,500 for Sr. Learning Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Who we are looking for We are looking for a Senior Associate Position for our Quincy location to service Private Equity Clients for our Custody division of our Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and ensure client reporting is updated daily. They will be responsible for delivering reporting and day-to-day support for our clients. Why this role is important to us The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration, Custody, and risk services to hedge funds and private equity funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements. Join us if making your mark in the alternative investment industry from day one is a challenge you are up for. What you will be responsible for As Custody Senior Associate you will be responsible for * Manage daily process for all applicable clients * Review aged failing trades and expedite resolution * Interact with client counterparties on material issues * Interact with client to evaluate services * Implement system requirements for new products and processes * Assess and implement improvements in process * Review end of day management reports * During the course of normal day to day operation, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures What we value * Strong critical thinking, problem solving, and decision making skills * Excellent administrative and organizational skills * Ability to multi task and work efficiently to meet client deliverables. Education & Preferred Qualifications * Bachelor's degree or equal job experience * 3+ years of custody experience * Working knowledge of financial products * Excellent computer skills * Superior communication skills * Ability to work in a fast paced, demanding environment Additional requirements * Exceptional interpersonal & communication skills * Experience with Custody Cash * The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills. Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables Additional Locations Salary Range: $52,000 - $94,120 Annual The range quoted above applies to the role in the location specified. If the candidate would ultimately work outside of the location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** Salary Range: $52,000 - $94,120 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Van-life traveler + on-the-go accountant Busy parent + busier auditor Avid gardener + growth-minded CPA Many combinations go against expectations for the type of career you can have in professional services. We're here to meet and then go beyond those expectations with the seasonal audit senior associate role that lets you pursue passions instead of promotions. As a Seasonal Audit Senior Associate, you are brought in during the firm's busy seasons, or other short-term periods driven by business need, to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit - all with the resources and flexibility to help you excel. Here, you're also more than "seasonal" - you're part of the team. Beyond flexibility, we offer an experience that is more supportive and inclusive, where you will like the people and clients you're working with and value the relationships you're able to develop. Your day-to-day may include: * Listening and communicating clearly with clients about engagement expectations, as well as informing them about accounting, financial and regulatory developments that may affect their organization * Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed * Working with the team to design audit procedures using audit technology and innovation tools. Researching accounting & auditing matters and documenting conclusions * Training and supervising audit associates and interns and providing feedback * Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive * Building your technical and professional skills through formal training * Other duties as assigned You have the following technical skills, qualifications and abilities: * Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines * Minimum of two years of progressive public accounting experience with in-charge auditing * Meeting education requirements for CPA certification in the state where you are applying for employment * Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards * Can manage multiple engagements and competing priorities * Value teamwork, are agile and know the power of building strong relationships * Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment * Designing a schedule that works for you and for your clients (one client or multiple clients) * Excellent verbal and written communication skills

Van-life traveler + on-the-go accountant Busy parent + busier auditor Avid gardener + growth-minded CPA Many combinations go against expectations for the type of career you can have in professional services. We're here to meet and then go beyond those expectations with the seasonal audit senior associate role that lets you pursue passions instead of promotions. As a Seasonal Audit Senior Associate, you are brought in during the firm's busy seasons, or other short-term periods driven by business need, to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit - all with the resources and flexibility to help you excel. Here, you're also more than “seasonal” - you're part of the team. Beyond flexibility, we offer an experience that is more supportive and inclusive, where you will like the people and clients you're working with and value the relationships you're able to develop. Your day-to-day may include: Listening and communicating clearly with clients about engagement expectations, as well as informing them about accounting, financial and regulatory developments that may affect their organization Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed Working with the team to design audit procedures using audit technology and innovation tools. Researching accounting & auditing matters and documenting conclusions Training and supervising audit associates and interns and providing feedback Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive Building your technical and professional skills through formal training Other duties as assigned You have the following technical skills, qualifications and abilities: Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines Minimum of two years of progressive public accounting experience with in-charge auditing Meeting education requirements for CPA certification in the state where you are applying for employment Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards Can manage multiple engagements and competing priorities Value teamwork, are agile and know the power of building strong relationships Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment Designing a schedule that works for you and for your clients (one client or multiple clients) Excellent verbal and written communication skills

Van-life traveler + on-the-go accountant Busy parent + busier auditor Avid gardener + growth-minded CPA Many combinations go against expectations for the type of career you can have in professional services. We're here to meet and then go beyond those expectations with the seasonal audit senior associate role that lets you pursue passions instead of promotions. As a Seasonal Audit Senior Associate, you are brought in during the firm's busy seasons, or other short-term periods driven by business need, to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit - all with the resources and flexibility to help you excel. Here, you're also more than "seasonal" - you're part of the team. Beyond flexibility, we offer an experience that is more supportive and inclusive, where you will like the people and clients you're working with and value the relationships you're able to develop. Your day-to-day may include: + Listening and communicating clearly with clients about engagement expectations, as well as informing them about accounting, financial and regulatory developments that may affect their organization + Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed + Working with the team to design audit procedures using audit technology and innovation tools. Researching accounting & auditing matters and documenting conclusions + Training and supervising audit associates and interns and providing feedback + Working at a client site, with your team in the office or remotely. We empower teams to listen first to expectations of clients and teammates; then you and your team can determine when and where to work. No matter when or where, you will have the support you need to thrive + Building your technical and professional skills through formal training + Other duties as assigned You have the following technical skills, qualifications and abilities: + Bachelor's degree in accounting, economics, finance, mathematics, or related disciplines + Minimum of two years of progressive public accounting experience with in-charge auditing + Meeting education requirements for CPA certification in the state where you are applying for employment + Analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and PCAOB rules and standards + Can manage multiple engagements and competing priorities + Value teamwork, are agile and know the power of building strong relationships + Are curious about or have exposure to automation and digitization tools as part of audits or in the professional services environment + Designing a schedule that works for you and for your clients (one client or multiple clients) + Excellent verbal and written communication skills About Us At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better. In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. About the Team The team you're about to join is ready to help you thrive. Here's how: - Whether it's your work location, weekly schedule, or flex time off, we empower you with the options to work in the way that best serves your clients and your life. Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site. - Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household. - We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. See how at ****************** - When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at ****************** Here's what you can expect next: If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at ******************. Benefits: We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: ********************************************************** + Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave, and are paid for firm holidays that fall within their internship period. + Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave. Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation. Additional Details: It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact ************. For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.

**Your passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 25-Nov-2025. The posting may close early due to the volume of applicants. **What You'll Do:** The Risk Manager - Investment Management partners with leaders in the Wealth Management & Field Management (WMFM) division to manage the risks associated with advice and guidance and the proprietary products and services. Effectively controls the risks associated with business activities via the execution of firm's Enterprise Risk Management framework for identifying, assessing, treating, mitigating, monitoring, reporting and escalating risks. Here are a few of the Key Responsibilities: + Responsible for carrying out risk and control activities per the Enterprise Risk Management Program as well as any divisional-required elements. + Understands and advises team on division processes, historical risk results, firm policies/programs including all Enterprise Risk Management Program Framework and Standards. + Primary focus includes issue/incident management, control testing, critical business process mapping/inventorying and risk assessment support including new projects and initiatives. + Assist Business Owners in ensuring policies, standards and procedures are consistent with ERM policies and standards. + Supports business risk owners in evaluating remediation strategies and control enhancements + Executes risk management procedural requirements for open high risks including root cause analysis, action plan development, evidence, and remediation documentation including supporting and challenging business risk owners on action plan effectiveness. + Reviews emerging risk concerns and provides early warning on key risks with divisional leadership. Works to develop, inventory and report on KRIs for the division. + Use a GRC to document risk issues and assessment data. ***This position is known internally as a Senior Risk and Control Associate** 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 (*********************************************************************************************** . **Hiring Minimum:** $99200 **Hiring Maximum:** $168900 Read More About Job Overview **Skills/Requirements** **What Experience You'll Need:** + Bachelor's Degree + 5+ years of risk management experience + Series 7 or attainable within twelve months of hire + Experience in financial services, specifically wealth management, asset management, investment advisory, financial planning, and/or high net worth client services + Experience with Microsoft Office and GRC tools + Experience in building relationships and networks, at varying levels in the organization + Strong written and verbal communication skills, with the ability to tailor communication based on the audience **What Could Set You Apart:** + Advanced degree or industry designation preferred + Previous experience with investment advisory preferred ****Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**** **Current home-based associates:** While this role is posted as hybrid **, if selected and accepted, you may retain your home-based status** . Edward Jones intends in good faith to continue offering the roleas home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-HO

**You could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. **Team Overview:** This role will engage key stakeholders in the Operations division to facilitate risk assessment coverage. Responsible for identifying, monitoring, and assessing emerging risks that arise from strategy, business, industry, and regulators and then ensuring that the risks are addressed by Operations business owners through effective processes and controls. Effectively controls the risks associated with business activities via the execution of firm's Enterprise Risk Management framework for identifying, assessing, treating, mitigating, monitoring, reporting and escalating risks. **What You'll Do:** + Execute cross divisional risk assessments over firm strategic initiatives + Contemporaneous risk assessments over processes to ensure significant risks are addressed, with regards to financial, reputational, legal, regulatory, and operational impacts + Assess design of controls and determine if there are any gaps + Active teaming with business owners, leaders and other risk functions across the firm to understand end to end process risks + Critical analysis of residual risk severity and required business response + Effective communication of risk information to senior leadership to provide insight and drive accountability + Identify, socialize and drive action on cross divisional risk assessment process enhancements to continually improve planning, execution, and reporting + Execute risk management procedures through quantitative and qualitative analysis utilizing established Risk and Control matrixes and GRC applications. + Responsible for performing assessments in alignment with ERM policies and standards. + Assist Risk Leadership in developing risk strategy and framework for the division. + Assist in development of risk training and education material for business partners. + Serve as a coach and risk liaison for divisional stakeholders. + Stay informed on risk industry and educational/development opportunities. 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 (*********************************************************************************************** . **Hiring Minimum:** $99200 **Hiring Maximum:** $168900 Read More About Job Overview **Skills/Requirements** **What You'll Need:** + Bachelor's degree + 3+ years of risk management experience + Proficiency in Microsoft product suite as well as other software programs and databases + Ability to effectively execute risk engagements utilizing established risk frameworks **What Could Set You Apart:** + CPA, CIA, FRM, or other risk certification + Experience developing or applying risk frameworks + Experience using a GRC tool + Series 7 or Series 99 ****Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**** **Current home-based associates:** While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-HO

**You could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants. **Team Overview:** The Wealth Management and Field Management (WMFM) 1st Line Risk Team work together to identify, assess, manage and elevate risks associated with the WMFM organization. The WMFM 1LOD Risk Team works to implement and operate the Enterprise Risk Management (ERM) Framework. The WMFM 1LOD Risk Team drives alignment to the standards, provides transparency and visibility related to the risks in the WMFM profile and helps to design and monitor risk mitigation plans that help the functional area manage risks. Here are a few of the Key Responsibilities: + Execute on various firm wide programs such as Conflicts of Interest and Policy Management for the WMFM division. + Owner of the Third-Party Tools risk program, ensuring any existing and potential future WMFM tools are properly assessed through a risk program. + Develop and execute on the WMFM Strategy Risk program, giving our business area the tools and framework to assess strategy risk and make informed decisions. Work with Enterprise Risk leadership to ensure alignment with future standards. + Provide insights to leadership for potential consideration in risk forums & escalates emerging risk concerns + Act as a resource to the team and assist divisional leaders and associates, as needed + Support the initiatives of the firm's ERM division in rolling out policies and standards to WMFM, as needed 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 (*********************************************************************************************** . **Hiring Minimum:** $99200 **Hiring Maximum:** $168900 Read More About Job Overview **Skills/Requirements** **What You'll Need:** + Bachelor's Degree + 5+ years of risk management experience + Experience leading and managing multiple initiatives/projects/large efforts + Ability to communicate effectively with senior leadership + Strong analytical, problem-solving and systems thinking skills including the ability to independently identify, prioritize, monitor, communicate, and/or resolve issues, including root cause analysis + FINRA Series 7 license or acquire within 12 months of hiring. **What Could Set You Apart:** + Prior experience as part of a dedicated first line of defense risk management function, including leading control programs and assessments ****Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**** Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-HO

**You could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 24-Nov-2025. The posting may close early due to the volume of applicants. **Team Overview:** In the Operations division at Edward Jones, you'll focus on creating the ideal client and branch experience. From account opening to trade settlement and movement of client cash and securities, to statement production and tax reporting, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. Through strategic thinking and cross-functional collaboration, you'll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives. **What You'll Do:** As a Senior Risk Manager, you'll assist division leaders in effectively controlling the risks associated with business activities via the execution of firm's Enterprise Risk Management framework for identifying, assessing, treating, monitoring, reporting and escalating risks. While this position is an individual contributor role, the person in this position will work in partnership with internal stakeholders, including divisional leadership, as well as risk representatives from across the organization. This is an individual contributor role. Internally, the position title will be Senior Risk & Control Associate. **Responsibility Summary:** + Serve as the incident and issue management coordinator for one or more functional areas of the firm to assist with identification, evaluation, escalation and reporting of potential Enterprise incidents and issues + Responsible for carrying out risk and control activities per the Enterprise Risk Management Program as well as any divisional-required elements + Understands and advises team on division processes, historical risk results, firm policies/programs including all Enterprise Risk Management Program Framework and Standards + Assist Business Owners in ensuring policies, standards and procedures are consistent with ERM policies and standards + Supports business risk owners in evaluating remediation strategies and control enhancements + Executes risk management procedural requirements for open out of appetite risks including root cause analysis, action plan development, evidence, and remediation documentation including supporting and challenging business risk owners on action plan effectiveness + Reviews emerging risk concerns and provides early warning on key risks with divisional leadership; works to develop, inventory and report on KRIs for the division + Use the firm's GRC tool to document Enterprise incidents and issues + Assists leadership in developing reporting and analyzing results for inclusion in risk forums + Acts as resource to team and assists divisional associates + Assists in development of risk training and education to business partners + Stays informed on risk industry and educational/development opportunities 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 (*********************************************************************************************** . **Hiring Minimum:** $99200 **Hiring Maximum:** $168900 Read More About Job Overview **Skills/Requirements** **What You'll Need:** + 3+ years of risk management experience required + College degree **What Could Set You Apart:** + Prior experience with rolling out and adopting an enterprise issues and/or incident management framework within one or more functional areas of a firm ****Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**** **Current INTERNAL home-based associates:** While this role is posted as hybrid, **if selected and accepted, you may retain your home-based status** . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-HO

**You could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 26-Nov-2025. The posting may close early due to the volume of applicants. **Team Overview:** The Wealth Management and Field Management 1st Line Risk Team works together to identify, assess, management and elevate risks associated with the WMFM Organization. The WMFM 1LOD Risk Team works to implement and operationalize the Enterprise Risk Management Framework. The WMFM 1LOD Risk Team drives alignment to the standards, provides transparency and visibility related to the risks in the WMFM profile and helps to design and monitoring risk mitigation plans that help the functional area manage risks. **What You'll Do:** This role serves a key function in ensuring transparent, accurate and timely reporting of risks, risk mitigation and other risk profile elements. This role is responsible for proactively identifying impactful opportunities where analytics and business intelligence visualizations can inform the business and provide actionable insights to support business decisions and long-term strategy development. Responsible for the execution of divisional risk analytics and risk reporting. This role involves developing and delivering comprehensive risk reports and insightful analytics to support decision-making and risk management processes. Requires exceptional analytical skills, attention to detail, and ability to communicate findings effective to senior management and other stakeholders. Here are a few of the Key Responsibilities: + Build and maintain an understanding of data flows, sources, and data transformations across multiple domains + Analyze data to identify trends, underlying issues and/or meaningful insights, and generate digestible reporting (dashboard, reports, or other risk data visualization tools) that divisional leadership can use to enable informed risk decision-making + Define business and data requirements for reporting + Engage and consult in the division's implementation and use of the firm's GRC Tool + Lead the development and monitoring of KPIs and benchmarks, including the ability to communicate results to senior leaders + Serve as a technical and functional data subject matter expert + Build and maintain a strong knowledge of data sets available. Extract, cleanse and transform data to support analysis needs. Proactively identify and resolve data quality issues + Act as resource to the team and assists divisional team members with reporting needs + Stays informed on risk industry and educational/development opportunities + Ensures that risk reporting adheres to Enterprise Risk Management (ERM) reporting standards + Lead the development and monitoring of Risk Metrics (KRIs, risk appetite measures), KPIs and benchmarks, including the ability to communicate results to senior leaders 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 (*********************************************************************************************** . **Hiring Minimum:** $99200 **Hiring Maximum:** $168900 Read More About Job Overview **Skills/Requirements** **What Experience You'll Need:** + Bachelor's Degree + 5+ years of risk management experience + Experience in financial services, specifically wealth management, asset management, investment advisory, financial planning, and/or high net worth client services + Experience with Microsoft Office and GRC tools, Power BI or other data visualization tools, and databases. + Experience the identification, development and monitoring / reporting of risk measures such as Key Risk Indicators (KRI) and risk appetite measures, as well as Key Performance Indicators (KPI). + Demonstrated ability to influence, build consensus, and foster collaboration throughout the decision-making process, between stakeholders that are often across multiple divisions and locations. + Must have strong critical thinking, problem-solving, and decision making and collaboration skills with ability to strategically plan & execute on assigned projects. **What Could Set You Apart:** + Advanced degree or industry designation preferred + Previous experience with investment advisory preferred + FINRA Series 7 license or acquire within 12 months of hiring + Prior experience as part of a dedicated first line of defense risk management function, including leading risk assessments **Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.** **Current home-based associates:** While this role is posted as hybrid **, if selected and accepted, you may retain your home-based status** . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-HO

WHERE PASSION + PURPOSE ALIGN We are the curious. Problem solvers. Driven to unlock the potential in every system. Across five countries are 1,100 engineers, designers, and consultants collaborating to elevate the human experience, create more resilient communities, and protect the health of the planet. We transform the built environment by creating dynamic solutions - living systems - that are smart, resilient, and connected. At Introba, this is why we show up every day. To use our curiosity for good. To inspire change. To empower changemakers Introba provides world-class building engineering design, analytic, and consulting services at all scales, specializing in net-zero first thinking. Through the cultivation of thought leadership, we deliver sustainable and forward-thinking solutions to the most complex design challenges facing the world's leading clients and partners. Job SummaryIntroba is seeking a Senior Associate, Senior Architect, in our St. Louis, MO location. This position will provide architectural design and construction administration services from initial project inception through completion. Also, previous mentoring or supporting the Architectural Department Lead would be preferred as this position has potential Career Advancement opportunities.Responsibilities & QualificationsResponsibilities: Research, plans, designs, and administers building projects for clients, applying knowledge of design, construction procedures, building codes and materials. Performs field investigations and evaluations at existing buildings to document existing field conditions; and prepares drawings of existing conditions. Consults with client to determine functional and spatial requirements for new structure or renovation, and summarize information regarding design, specifications, color, equipment, furnishings, estimated costs and construction time. Develops building and site designs including the evaluation of alternative building materials, building systems and equipment together with other considerations based on program, budget, and aesthetics. Presents and explains design of the project to client and other team representatives. Coordinates all components that will comprise the building project including site, interiors, structural and MEPFP disciplines and integrates these elements into a unified design. Produces and coordinates drawings, specifications, reports, cost estimates and other documents during the design process in accordance with established quality standards. Coordinates and prepares submittals at appropriate intervals during the design process for submission and review with the client. Assists the client in filing documents for government approvals and permits along with obtaining competitive bids or negotiated proposals. Takes an active role during construction administration to represent, advise and consult with the client. Assists the Owner in the organized close-out of the project including final site observation and development of punch list; certificate of completion; coordination and preparation of record drawings and other closeout documents. Maintains an organized project file documenting the entire design and construction process. Project Management Responsibilities: Provides Introba services and administers projects as Introba's primary single source contact from initial project inception through completion. Plans, directs, and coordinates project activities to ensure that the goals and objectives of the project are accomplished within prescribed time frame and funding parameters by performing the following duties personally or through subordinate supervisors. Assists market niche leaders in pursuing potential project opportunities and presenting Introba qualifications to prospective clients and develops and presents proposals for Introba's services including determination of project understanding; summary of services; deliverables; schedule and fee. Administers the agreement between the client and Introba and periodically reviews the document to assure that client and Introba are fulfilling respective obligations and establishes a work plan and staffing needs for each project phase and arranges for recruitment or assignment of appropriate personnel and consultants as required. Prepares, monitors, and periodically updates project schedule identifying milestone project dates for the entire team and maintains a good working relationship with all members of the project team, confers with them and assures that proper communication and documentation are taking place. Oversees production of drawings, specifications, reports, cost estimates and other documents and assures that quality standards are maintained and mentors assigned workforce aiding in career development and skill development. Assures coordination is taking place (during all project phases) between in-house disciplines, consultants, client, client's consultants, and contractors and monitors budgets to track the hours as assigned to the project. Takes appropriate corrective measures to prevent budget overruns. Notifies the Project Manager if additional fees for changes in services are required as appropriate, relative to the original scope of the project. Oversees the construction procurement process including assisting the client in establishing list of bidders; obtaining competitive bids; evaluating bids; and working with the Project Manager in preparing contracts for construction - along with overseeing the proper close- out for the project and represents, advises, and consults with the client during construction administration. Qualifications: Bachelor's degree (BA) in Architecture from an accredited college or university. 15+ years' experience and/or training. Registration required. Proficient to advanced skills in Revit (current version 2025) and Intermediate AutoCAD skills. Understanding into the development of specifications utilizing MasterSpec format and will be trained to learn SpecsIntact (UFGS) specification writing. Understanding of report writing and design analysis narratives. Editing of PDF documents in Bluebeam is desired and general support software skills include Microsoft Word, Microsoft Excel, Microsoft OneDrive, Microsoft Construct (BIM 360), and Microsoft Teams. Enscape or similar 3D modeling software experience is a plus. Experience in Federal Projects requiring UFGS criteria. Well rounded professions with exposure to health and medical facility design (not required but desired). Broad exposure to a variety of building types - construction, and project delivery methods. Additional Information #LI-Hybrid Introba offers a comprehensive total rewards package. Our benefits may include medical*, disability* and life insurance coverage*, continuing education benefits, paid time off, employee assistance program and a retirement savings plan with company matching contributions. *Benefits will vary by country location and may only be available in US or Canada. We encourage all candidates to explore our total rewards offering. Collaboration, mission-driven focus, discipline, and leadership skills developed through military service benefit us all. Whether you are a Veteran, Guardsman or Reservist, a Military Spouse or you are planning to transition to civilian life in the near future, we welcome and value your application. Introba is an equal opportunity employer, and we prohibit discrimination and harassment of any type as protected by federal, provincial, state or local laws. We celebrate diversity and are committed to creating an inclusive environment for all employees. The company and its employees are required to comply with all local health authority, legal or lawful client requirements.

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit *************** Overview The Onsite POS Installer, Associate is responsible for the full integration of Point-of-Sale (POS) systems and peripherals at merchant locations. This role requires technical expertise, coordination with merchants, and training clients on the POS ecosystem. Installers will also participate in enterprise-level projects and assist with feedback on software/hardware beta testing. Responsibilities Perform complete POS system and peripheral installations, including hardware, software, network setup, and configuration. Conduct site surveys and troubleshoot network or cabling issues. Test hardware, software, and credit card processing with minimal remote support. Provide merchant training on POS systems and ensure satisfaction during and after installation. Document installations and provide photos of work performed. Participate in enterprise account installations under the guidance of Tier 2/3 installers or managers. Travel locally (within 200 miles) and occasionally nationally or internationally for installations as needed. Maintain inventory of equipment and manage requisitions. Participate in recurring training on the Shift4 product suite. Track and submit monthly expense reports. Adhere to safe driving practices and maintain reliable transportation. Work flexible hours, including on-call, early mornings, late nights, and weekends as required. Operate, store, and maintain a company-assigned vehicle for travel to customer installation sites, ensuring compliance with safety standards, timely upkeep, and proper inventory management. Qualifications High school diploma or equivalent; Bachelor's degree in a technical field preferred. 1 year of experience installing or supporting POS products (Preferred) Technician background in network/computer troubleshooting or installation. Experience with hand tools and lifting up to 50 pounds. Proficiency in Microsoft Office Suite and Google Docs. Good driving record and willingness to travel on short notice. Friendly, professional, and enthusiastic demeanor. Ability to follow directions, retain new information quickly, and exercise good judgment. Technical certifications CompTIA A+, Net+, MCP (Preferred) 2+ years of customer service/technical support (Preferred) Experience in banking/credit card processing (Preferred) Fielding escalations (Preferred) Bilingual English/Spanish (Preferred) 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.

Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and sustainable customer experiences through technology. We're excited to share that Capital One US has now acquired Velocity Black, a digital concierge company. Take a look at the announcement here (********************************************************************** . Velocity Black by Capital One harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. It's concierge, reimagined for the digital age. By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team within 1 minute, 24/7/365. We are looking for someone passionate about hospitality and the customer experience to work on our Velocity Black Concierge product. You will have the opportunity to work on our internal agent-facing products that enable us to provide excellent service to customers, and be asked to coordinate between stakeholders, engineering, and leadership to build a world class product **Capital One Product Framework** In this role, you'll be expected to demonstrate proficiency in five key areas which we consider to be the foundation for successful Product management: + Human Centered - Obsesses about internal and external customer needs to reimagine and innovate product solutions + Business Focused - Delivers game-changing outcomes by focusing on leverage and execution excellence + Technology Driven - Leverages technology to deliver innovative and resilient solutions that enable both near term and long term value + Integrated Problem Solving - Identifies and resolves complex problems to deliver outcomes while mitigating product risks + Transformational Leadership - Leads cross functional teams to solve customer problems and drive organizational alignment **As a Velocity Black Concierge product manager, you will:** + Collaborate with internal stakeholders to grow and enhance Velocity Black's luxury concierge offering. You will work closely with operations, sales, engineering, and leadership to create a premium experience that exceeds customer expectations. + Dream up and deliver new luxury concierge features and experiences in partnership with business partners. You will be responsible for optimizing in-market products though rapid testing and obsessing over the customer experience. + Think strategically to prioritize the roadmap in a way that balances multiple priorities including building a product that customers love, meeting the interests of internal partners, and driving value for our growing luxury concierge business. + Shape the product development roadmap for new launches and features. + Work alongside a passionate and collaborative team to create innovative new concierge experiences. **We want you if you are:** + Intellectually Curious. You ask why, you explore, you're not afraid to blurt out your crazy idea or follow an email chain for weeks to find someone with an answer. Comfortable with ambiguity, a hunger to learn and a seeker of new challenges. + Communicator & Influencer. You can communicate complex ideas clearly regardless of your audience. Our team knows their priorities and why they're doing what they're doing. You always can rally associates to work with you. + Do-er. You're biased toward action, you try things and sometimes you fail. You can get around roadblocks and stay focused on your goals. You're well organized, able to multitask and able to prioritize your work. + Passionate & Customer Focused. You care about growing others and bringing them together around what's possible. You get a thrill from the journey of building and shipping products, and you have a desire and ability to connect with our external or internal customers to fully understand their needs. + Learner. You have an appetite to learn new things or new technologies all while exhibiting humbleness when the time comes to ask for help. + Team Player. You enjoy working with diverse people and driving the team toward a common goal. You have the ability to put the team before yourself and establish long-lasting relationships. **Basic Qualifications:** + Bachelor's degree or military experience + At least 1 year of experience working in Product Management **Preferred Qualifications:** + Currently has, or is in the process of obtaining one of the following with an expectation that the required degree will be obtained on or before the scheduled start date: + A Bachelor's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field) + A Master's Degree in a quantitative field (Statistics, Economics, Operations Research, Analytics, Mathematics, Computer Science, Computer Engineering, Software Engineering, Mechanical Engineering, Information Systems or a related quantitative field) or an MBA with a quantitative concentration + Experience translating business strategy and analysis into consumer facing digital products Capital One is open to hiring a Remote Employee for this opportunity. _At this time, Capital One will not sponsor a new applicant for employment authorization for this position._ The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $99,100 - $113,100 for Sr. Associate, Product Management McLean, VA: $109,000 - $124,400 for Sr. Associate, Product Management Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

We are seeking a high-energy audit manager that will act as the liaison between partners, clients and staff members. They will be responsible for planning and managing multiple auditing and accounting projects and client engagements simultaneously. As manager you will supervise staff and coordinate engagement workflow and progress. You will be responsible for managing staff time and engagement budgets, as well as reviewing work papers and financial statements of those you supervise. The manager helps to coach and train staff members, as well as, begins to develop relationships with referral sources and potential future clients. Travel typically ranges from 15-20%. Qualifications: • Bachelor's or Master's degree in Accounting required • CPA certified or CPA exam eligible • Recent public accounting experience, with a total of at least 4 years • In depth understanding of audit principles, practices and regulations • In-depth knowledge of FASB standards, GAAP and GAAS • Excellent written and verbal communication skills • Strong analytical and mathematical abilities • Microsoft Office proficiency including Excel and Word • Customer service oriented with ability to interact at all levels of staff • Ability to work autonomously and in a team focused environment • Ability to delegate work to others • Strong organization and detail orientation skills • Excellent time management skills Careers at KEB Founded in 1931, Kerber, Eck & Braeckel LLP (KEB) is a mid-sized firm of certified public accountants and management consultants with eight offices in three Midwestern states. KEB provides a full range of accounting, tax and management consulting services to our diverse base of clients. We serve large and small clients in the Midwest and throughout the nation, in a variety of industries and sectors including financial institutions, insurance companies, health care, construction, agribusiness, manufacturing, religious organizations, and government and not-for-profit entities. KEB offers a competitive wage and comprehensive benefits package, demonstrating our commitment to attracting, retaining, and supporting top professionals in their careers. Kerber, Eck & Braeckel LLP is an Equal Opportunity Employer.

Corporate Audit Services' role as the internal audit department is to assist management in attaining company goals by providing an independent, objective, assurance activity designed to add value and improve the organization's operations by independently reviewing and evaluating the effectiveness of risk management, controls, governance and operations and by providing objective analyses and constructive recommendations for improvement. As the Audit Manager, you will oversee the risk assessment, planning, fieldwork, and reporting phases of audits within areas such as Private Wealth Management, Corporate Trust, Fund Services, Investment Banking, and Corporate Strategy. This role will also support broader initiatives and strategic priorities as assigned by Corporate Audit Services leadership. This role is hybrid (Mon through Thu on-site / Fri remote) at our downtown Kansas City, MO. How you'll spend your time: Oversight of the development and execution of a risk-based testing approach for assigned audits, review and evaluation of documented workpapers, and effective communication with the client and audit team during all phases of the audit. Lead multiple audit teams comprised of 1-4 auditors at a given time. Responsible for the quarterly and annual evaluation and feedback of assigned associates. Perform the annual risk assessment of the assigned lines of business to support the audit plan. Serve as an active participant of the department's management team and execute on strategic objectives to further progress the effectiveness of the team. We're excited to talk with you if: You have a Bachelor's degree or equivalent in Accounting, Finance or Business Administration and 6 yrs experience in audit program development, internal control consulting, or risk management utilizing various automated tools and techniques OR equivalent combination of education and work experience. You have managed or lead a small team of internal auditors. You understand IIA Professional Standards as well as control and enterprise risk frameworks such as COSO, and COSO ERM. You can perform an annual risk assessment to develop the audit plan, including providing strategic perspective to audit risk assessment, planning and execution. You have demonstrated supervisory, motivation, coaching and associate development skills. You can present facts and opinions in a clear and concise manner to influence peers and all levels of management. You can identify emerging risks and exercise good judgment in evaluating situations and making decisions. Bonus Points If: You have an industry certification (i.e. Certified Internal Auditor, Certified Public Accountant, Certified Fiduciary and Investment Risk Specialist). You have knowledge of financial institution laws and regulations, financial services business processes, major business functions, systems and applications as well as prior experience working with external auditors and regulators (i.e. OCC, SEC, FINRA). You have experience using an audit management software. You have prior audit or risk management experience in one or more of the following areas: Private Wealth Management, Corporate Trust, Fund Services, Investment Banking, or Corporate Treasury. Applicants must have legal authority to work in the United States. Work Visa sponsorship is not available for this position. Compensation Range: $83,200.00 - $178,800.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

**Corporate Audit Services** ' role as the internal audit department is to assist management in attaining company goals by providing an independent, objective, assurance activity designed to add value and improve the organization's operations by independently reviewing and evaluating the effectiveness of risk management, controls, governance and operations and by providing objective analyses and constructive recommendations for improvement. As the **Audit Manager,** you will oversee the risk assessment, planning, fieldwork, and reporting phases of audits within areas such as Private Wealth Management, Corporate Trust, Fund Services, Investment Banking, and Corporate Strategy. This role will also support broader initiatives and strategic priorities as assigned by Corporate Audit Services leadership. **This role is hybrid (Mon through Thu on-site / Fri remote) at our downtown Kansas City, MO.** **_How you'll spend your time:_** + Oversight of the development and execution of a risk-based testing approach for assigned audits, review and evaluation of documented workpapers, and effective communication with the client and audit team during all phases of the audit. + Lead multiple audit teams comprised of 1-4 auditors at a given time. + Responsible for the quarterly and annual evaluation and feedback of assigned associates. + Perform the annual risk assessment of the assigned lines of business to support the audit plan. + Serve as an active participant of the department's management team and execute on strategic objectives to further progress the effectiveness of the team. **_We're excited to talk with you if:_** + You have a Bachelor's degree or equivalent in Accounting, Finance or Business Administration and 6 yrs experience in audit program development, internal control consulting, or risk management utilizing various automated tools and techniques OR equivalent combination of education and work experience. + You have managed or lead a small team of internal auditors. + You understand IIA Professional Standards as well as control and enterprise risk frameworks such as COSO, and COSO ERM. + You can perform an annual risk assessment to develop the audit plan, including providing strategic perspective to audit risk assessment, planning and execution. + You have demonstrated supervisory, motivation, coaching and associate development skills. + You can present facts and opinions in a clear and concise manner to influence peers and all levels of management. + You can identify emerging risks and exercise good judgment in evaluating situations and making decisions. **_Bonus Points If:_** + You have an industry certification (i.e. Certified Internal Auditor, Certified Public Accountant, Certified Fiduciary and Investment Risk Specialist). + You have knowledge of financial institution laws and regulations, financial services business processes, major business functions, systems and applications as well as prior experience working with external auditors and regulators (i.e. OCC, SEC, FINRA). + You have experience using an audit management software. + You have prior audit or risk management experience in one or more of the following areas: Private Wealth Management, Corporate Trust, Fund Services, Investment Banking, or Corporate Treasury. **Applicants must have legal authority to work in the United States. Work Visa sponsorship is not available for this position.** **Compensation Range:** $83,200.00 - $178,800.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB

**Your passion. Our purpose. This could be powerful.** Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 16-Nov-2025. The posting may close early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ensuring our clients are on track to meet their financial goals. The Edward Jones Trust Company provides a full range of trust, investment management, and custody services to individuals, businesses, charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of the Trust Tax Manager. Responsibilities include: + Reviewing and understanding trust documents; assimilating the terms of the document with various outside facts to set up and maintain accounts for tax reporting purposes; + Communicating on complex tax matters with trust officers and portfolio managers and mentoring Tax Specialist to solve tax problems and identify tax savings opportunities; + Communicating with outside business partners, tax and legal professionals; + Communicating with the IRS and state tax authorities and responding to various notices and inquiries received from these entities; + Assisting the Trust Tax Team Leader in ensuring continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional questions; + Providing training to administration area associates. 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 (*********************************************************************************************** . **Hiring Minimum:** $84100 **Hiring Maximum:** $143100 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** **What Experience You Need:** + 5+ years' experience in trust, fiduciary or financial services experience including 3 years in preparation and review of trust income and estate tax returns required + Advanced knowledge of fiduciary principals, estate and income taxation + Able to use trust accounting system and work with multiple systems + Able to adapt to constantly changing tax laws and reporting requirements + Able to delegate and exercise oversight, and communicate with associates on complex tax matters in a clear non-technical manner + Outstanding time and organizational management skills required to manage work over extended period and meet critical deadlines + Highly skilled in written and oral communication on complex tax matters and high level of interpersonal skills **What Could Set You Apart:** + CPA or Masters of Taxation preferred + Experience or education in estate planning concepts *Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday **Current home-based associates please note:** Even as a hybrid posted role **you are eligible to apply** and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-HO

About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $154,500.00 - $184,000.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to drive revenue growth through a combination of developing new business and deepening relationships with existing customers. The focus will be to reach goals through in-person sales calling, proposals, marketing and relationship expansion. Essential Functions Develop new business primarily with prospects, as well as existing clients assigned territories Maintain a high level of qualified in-person calling activity, completing responses to customer or prospect request for proposal and general sales activity, primarily for new prospective relationships Maintain senior level contact with top and high priority customers through various touch points including customer entertainment and outside activities Develop territory plans, account strategies, and call plans required to consistently achieve revenue and profit goals Coordinate calling activity with assigned Relationship Manager Provide account reviews for assigned top priority customers Participate in independent and/or joint calling with product partners; act as the Payments Relationship Manager to ensure a coordinated approach to customer success Drive towards and achieve trusted advisor status with partners, customers, and prospects Assist in general marketing activity as required for trade shows and other targeted industry events Perform other duties as assigned Knowledge, Skills & Abilities Required Strong sales knowledge of treasury service and cash management product Strong finance and banking knowledge History of exceeding and meeting sales goals and growth targets Strong understanding of value propositions related to treasury service applications within corporate treasury functions Adept at driving results especially with mid-market and larger commercial organizations and/or specific industries Advanced Account Management skills Consistent ability to effectively and efficiently resolve customer problems Excellent expense management skills Proven successful track record within team selling and lead sharing environments Willingness to act as subject matter expert (SME) for internal projects and mentor for others within the bank Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Advance level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience Bachelor's degree in related field or equivalent combination of education and experience required 7+ years financial services experience required 5+ years business development or related experience within Treasury Services strongly preferred For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Senior Treasury Management Officer job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $154,500 to $184,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8001 Forsyth Blvd, St. Louis, Missouri 63105 Time Type: Full time