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Baird jobs in Denver, CO - 112 jobs

  • Client Specialist

    Robert W. Baird & Co.Orporated 4.7company rating

    Robert W. Baird & Co.Orporated job in Denver, CO

    About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. Compensation and Benefits: $24.36 - $36.67 hourly rate. Bonus potential up to 8.5% of base pay. Compensation and bonus are commensurate with experience, performance and/or firm profitability. You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. Accepting applications on a rolling basis. #LI-PWM4 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $24.4-36.7 hourly Auto-Apply 29d ago
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  • Outside Representative Seeking Former Educator

    Northwestern Mutual-North Denver 4.5company rating

    Aurora, CO job

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Teaching Skills into Financial Services: Leverage Your Communication Expertise: Educators can excel in financial services because they often have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures. Build Lifelong Relationships: While educators can lose touch with students as they move into new life stages, financial services can allow you to maintain close, long-term relationships with clients, helping them at varying stages of life. See the Impact of Your Work: Just as youve witnessed the difference you made in the classroom, this career can offer the chance to see how your guidance positively affects clients lives, both now and in the future. Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well. Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. Our mission is to financially empower our communities to change the world. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support. Our team regularly attends diversity conferences like "Out & Equal" and "Together with Pride" to continuously evolve our culture of respect and engagement within the broader community. Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values: Support: Enabling clients to achieve financial confidence and security. Inclusivity: Fostering a welcoming environment for diverse communities and talent. Education: Providing knowledge and advocacy to support informed financial decisions. Compassion: Offering empathetic and personalized support to clients. Excellence: Striving for the highest standards in service and professional growth. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ******************************************* Vision: To redefine the landscape of the financial planning industry, making the North Denver District the go-to sanctuary for diverse communities seeking financial empowerment and social impact Mission: To Financially empower our communities to change the world Check out this video we created specifically for women considering this career. We wanted to introduce you to some of our teams badass women! ********************************** K1Unkj_Ww Meet Our Team: Sarah Tinkler, Managing Director: How long with NM? Since July 2006 Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism. Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with fiance, Renata. Molly Berger, Wealth Management Advisor: How long with NM? Since June 2020 Previous experience? Nonprofit background, Director of Sales at a fintech startup. Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah. Sam Berman, Chief Development Officer & Director of Insurance: How long with NM? Since December 2023 Previous experience? Kindergarten Teacher Passionate about? Mentoring others to help them become incredible advisors that help their communities reach their dreams. Darrah Tinkler, Strategy Analyst: How long with NM? 1.5 years Previous experience? Assistant Librarian Passionate about? Helping people discover career paths, exploring antique stores and spending time with her husband. Joe Piazza, Talent Acquisition Specialist: How long with NM? Since July 2025 Previous experience? Various financial services roles and higher education student support roles. Passionate about? Anything outdoors (skiing, hiking, kayaking, camping), going to concerts, chefs tasting menus, spending time with friends and family, especially with my wife Maura. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first-year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements. Successful candidates will begin as financial representatives. Financial Representatives are prohibited from using the title Advisor until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM. For more information and additional disclosures please go to northdenver.nm.com. Flexible work from home options available.
    $71k-89k yearly est. 16d ago
  • Field Advisor with Real Estate Background

    Northwestern Mutual-North Denver 4.5company rating

    Aurora, CO job

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Real Estate Expertise into Financial Services: Are you a residential or commercial real estate agent interested in exploring a new career path? Northwestern Mutual of North Denver invites real estate professionals to consider how their skills and experiences could align with a career in financial services, offering new opportunities for growth, income potential, and professional impact. Endurance and Dedication Translate Well: Your success in real estate demonstrates the endurance and dedication required to thrive in a demanding market, which can align well with a career in financial services. Building Meaningful Client Relationships: Real estate transactions may be one-time events, but financial services provide the opportunity to work with clients throughout their lives, addressing needs such as saving for college, planning for retirement, or buying a home. Leverage Your Expertise and Network: Your skills and professional connections from real estate can help you guide individuals toward achieving their financial goals. Career Growth Opportunities: Explore a career path that allows you to continue helping others while developing your professional skills. Comprehensive Training and Licensing Support: We offer training and licensure opportunities to equip you with the tools and knowledge needed for success in financial services. Our team embraces diversity, creativity, and collaboration, guided by our 5 Core Values: Support: Enabling clients to achieve financial confidence and security. Inclusivity: Fostering a welcoming environment for diverse communities and talent. Education: Providing knowledge and advocacy to support informed financial decisions. Compassion: Offering empathetic and personalized support to clients. Excellence: Striving for the highest standards in service and professional growth. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ******************************************* Vision: To redefine the landscape of the financial planning industry, making the North Denver District the go-to sanctuary for diverse communities seeking financial empowerment and social impact Mission: To Financially empower our communities to change the world Check out this video we created specifically for women considering this career. We wanted to introduce you to some of our teams badass women! ********************************** K1Unkj_Ww Meet Our Team: Sarah Tinkler, Managing Director: How long with NM? Since July 2006 Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism. Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with fiance, Renata. Molly Berger, Wealth Management Advisor: How long with NM? Since June 2020 Previous experience? Nonprofit background, Director of Sales at a fintech startup. Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah. Sam Berman, Chief Development Officer & Director of Insurance: How long with NM? Since December 2023 Previous experience? Kindergarten Teacher Passionate about? Mentoring others to help them become incredible advisors that help their communities reach their dreams. Darrah Tinkler, Strategy Analyst: How long with NM? 1.5 years Previous experience? Assistant Librarian Passionate about? Helping people discover career paths, exploring antique stores and spending time with her husband. Joe Piazza, Talent Acquisition Specialist: How long with NM? Since July 2025 Previous experience? Various financial services roles and higher education student support roles. Passionate about? Anything outdoors (skiing, hiking, kayaking, camping), going to concerts, chefs tasting menus, spending time with friends and family, especially with my wife Maura. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first-year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the positions requirements. Successful candidates will begin as financial representatives. Financial Representatives are prohibited from using the title Advisor until licensures are obtained (including SIE 6 and 63) and Northwestern Mutual specified courses are satisfactorily completed. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM. For more information and additional disclosures please go to northdenver.nm.com. Flexible work from home options available.
    $84k-113k yearly est. 6d ago
  • Associate Market Manager

    Morgan Stanley 4.6company rating

    Greenwood Village, CO job

    The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive. DUTIES and RESPONSIBILITIES: Leadership: * Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others * Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area * Leverages the resources of the Firm to achieve the highest level of success * Plays a key role in leading Market's efforts of sales and growth Team Building: * Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive * Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach * Plays a key role in growing the Market through hiring, lateral recruiting and training Product/Business Knowledge: * Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales * Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient * Has the ability to effectively apply product/business knowledge to recruiting efforts Accountability: * Plays a leading role in the Market's financial and sales performance, including expense management * Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices * Assists in the creation and administration of an Annual Supervisory Plan for the Market * Contributes to establishing a core compliance model in offices under supervision Sales/Marketing: * Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives * Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS: Education and/or Experience: * At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience * Bachelor's Degree required Licenses and Registrations: * Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only) * Other licenses as required for role or by management Skills: * Effective written and verbal communication skills * Ability to think critically * Ability to manage a team * Strong attention to detail * Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed * Ability to own projects at a Market level * Ability to organize and prioritize work, meet deadlines, and complete projects Reports to: * Dual reporting into the Market Executive and the Regional Chief Operating Officer All candidates should verify that they meet the minimum eligibility requirements prior to applying. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $150,000 and $160,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 1/31/2026. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $150k-160k yearly Auto-Apply 46d ago
  • Data Center Engineer II

    CME Group 4.4company rating

    Aurora, CO job

    We are seeking a highly skilled and experienced Data Center Engineer II to join our dynamic team. The ideal candidate will possess in-depth knowledge of data center operations and infrastructure, demonstrating expertise in areas such as racking and stacking, power management, cooling systems, fiber and copper patching, and server and switch maintenance. This role requires a proactive individual with excellent communication skills and a strong understanding of low-latency networks. Proficiency with DCIM tools, specifically Sunbird, and experience with OBR fiber testers are essential. Responsibilities: Infrastructure Management: * Perform racking and stacking of servers, network devices, and other data center equipment according to established procedures and best practices. * Execute fiber and copper patching, ensuring proper labeling, routing, and adherence to network design specifications. * Manage and maintain the fiber TAP infrastructure to support network monitoring and analysis. * Monitor and troubleshoot power distribution units (PDUs), uninterruptible power supplies (UPS), and other power infrastructure components. * Assist in the maintenance and optimization of data center cooling systems to ensure optimal operating temperatures. Hardware Maintenance and Support: * Perform routine maintenance, troubleshooting, and repair of servers, including component replacement (e.g., RAM, hard drives, power supplies). * Conduct maintenance and configuration of network switches, ensuring proper operation and connectivity. * Diagnose and resolve hardware-related issues for various data center components. Network Operations: * Possess a strong understanding of low-latency network principles and best practices. * Assist in the implementation and verification of network changes and upgrades. * Utilize OBR fiber testers for fault isolation, characterization, and validation of fiber optic cabling. Tools and Documentation: * Utilize Data Center Infrastructure Management (DCIM) tools, specifically Sunbird, for asset tracking, capacity planning, and operational monitoring. * Maintain accurate and up-to-date documentation for all data center infrastructure, network configurations, and operational procedures. Communication and Collaboration: * Communicate effectively with internal teams, vendors, and clients regarding data center operations, incidents, and planned changes. * Collaborate with senior engineers on complex projects and problem resolution. * Provide technical guidance and support to junior engineers when required. Other Duties: * Participate in on-call rotations as needed. * Adhere to all safety protocols and data center operational policies. * Continuously learn and stay updated on new data center technologies and best practices. Qualifications: Education and Experience: * Bachelor's degree in Computer Science, Information Technology, or a related field, or equivalent practical experience. * Minimum of 3-5 years of experience working in a data center environment. Technical Skills: * In-depth knowledge of data center infrastructure, including power, cooling, cabling, and physical security. * Proven experience with racking and stacking servers and network equipment. * Expertise in fiber and copper patching, including various connector types and cable management techniques. * Solid understanding of fiber TAP infrastructure. * Hands-on experience with server hardware maintenance and troubleshooting. * Proficiency in switch maintenance and basic network troubleshooting. * Demonstrable experience with DCIM tools, specifically Sunbird. * Experience with OBR fiber testers for fiber optic cable analysis. * Strong understanding of low-latency network concepts and their implementation. Soft Skills: * Excellent written and verbal communication skills. * Strong problem-solving and analytical abilities. * Ability to work independently and as part of a team. * Detail-oriented with a strong commitment to accuracy. * Ability to work effectively in a fast-paced environment and manage multiple priorities. #LI-Onsite CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay range for this role is $34.27--$57.16. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents. CME Group: Where Futures are Made CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic. Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
    $34.3-57.2 hourly 8d ago
  • Client Advisor with Athletic Background

    Northwestern Mutual Greenwood Village 4.5company rating

    Englewood, CO job

    Job DescriptionBenefits: Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Bonus based on performance Join the Winning Team at Northwestern Mutual - Greenwood Village! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Greenwood Village! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes can excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Our thriving office is located at: 7800 E. Orchard Rd. Ste 200., Greenwood Village, CO 80111 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor, Jamie Mannarelli: ************************************************************************************ Meet Our Team: Eric McGough, CLU, ChFC, RICP Managing Director (MD): Time with NM: 35 years Prior Experience: Studied Accounting in college and began his career in the hospitality industry before realizing he wanted to make a more direct impact helping others reach their goals. Passionate About: Eric enjoys playing golf and traveling the world with his wife, Debbie. As recent empty nesters in Columbine Valley, they love spending time outdoors with family. He is also an avid reader and enjoys tennis, pickleball, and skiing. Colin Starr CFP, CLU, RICP Wealth Management Advisor: Time with NM: 12 years Prior Experience: Former student and college baseball athlete. Passionate About: Faith and family are central to Colins life. He volunteers in his churchs youth ministry and enjoys hiking, snowboarding, skiing, frisbee, running, and reading with his wife and kids. Jensen Feggins Financial Advisor: Time with NM: 5 years Prior Experience: Former collegiate athlete who spent time in NFL training camps before joining Northwestern Mutual. Passionate About: Enjoys traveling, golfing, spending time with friends, and watching sports. Maggie Brown Director of Development: Time with NM: 10 years Prior Experience: Began her career in healthcare, starting as a front desk associate and advancing to manage three urgent care clinics in Pennsylvania. There, she discovered her passion for people and developing others to their fullest potential. Passionate About: A proud mom of four kids, Maggie enjoys the outdoors, reading, music, games, family walks with their French Bulldog (Blue), and coaching her kids sports. She is steadfast in her core values, growth, gratitude, and balance in both life and leadership. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Eric McGough is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $94k-133k yearly est. 24d ago
  • Financial Services Associate

    Northwestern Mutual-Denver 4.5company rating

    Denver, CO job

    Job Description Northwestern Mutual - Denver Are you ready to join a thriving, innovative culture in a fast-paced, professional environment? We seek a dynamic individual with keen attention to detail, a passion for quality improvement, and the ability to multitask and problem-solve creatively. About Us: We believe in a collaboration of talent working together to grow the business and create a valuable client experience. As one of our Integrated Financial Planning (IFP) team members, you will play a critical role within our organization in helping our financial representatives grow their financial services practice. Culture is at the heart of the client experience, and you will help encourage, celebrate, and support our organization by fostering an enriching environment focused on providing a great experience for both internal and external clients. The Role: Your ability to build lasting relationships and enhance the advisor and client experience is vital. As an IFP team member, you'll work with financial representatives to ensure efficient, productive, and profitable practices. You'll address advisors' operational needs, use innovative digital tools, and collaborate on team development to create a productive workspace. Responsibilities: Partner with financial representatives to develop successful practices using proprietary software. Lead operational improvement processes within an advisor's practice. Communicate with Home Office, representatives, and clients for policy approval. Craft comprehensive financial plans tailored to client needs. Open investment accounts and manage documentation. Execute investment trades efficiently. Stay updated on investment regulations. Process insurance applications using technology for signatures. Input client data into planning software and CRM. Confirm client appointments. Attend weekly development and team meetings to advance industry mastery. What You Will Bring: Strong collaborative skills within a goal-oriented team. Effective communication with colleagues and our clients. Resourcefulness and innovation in problem-solving. Adaptability to prioritize shifts in a fast-paced environment. Proficiency with technology and a commitment to efficiency. Competency in process and project management. Teamwork skills, including leadership and execution. Ability to handle confidential and time-sensitive information. Excellent verbal and written communication for rapport-building What We Offer: Full-time, 40-hour work week, exempt position. Competitive pay starting at $60,000 - $72,000 annually based on experience. Bonuses for achieving industry designations. PTO + Holiday time off + 2 Floating holidays designed to give you the flexibility to take paid time off for occasions and events that are personally significant to you. Medical, dental, and vision coverage. Long-Term and Short-Term Disability insurance. Matching 401k plan. Paid garage parking. Remote work option of two days a week after 90-days of employment. Laptop provided. Healthy break pantry and onsite workout facility access. Specific Pay Structure We prioritize fairness and transparency, which is why we disclose the salary ranges. Final salaries are determined by several factors, including the candidate's skills and experience, current market We are an equal opportunity employer, welcoming and encouraging diversity within our team. We are committed to fostering an environment in which each employee can contribute creative ideas, face challenges, assume leadership roles, and continue to meet and exceed both business and personal goals. Powered by JazzHR xV2saRRN4y
    $60k-72k yearly 2d ago
  • Entry Level Life Insurance Agent - No Experience Required (Remote)

    Primerica 4.6company rating

    Longmont, CO job

    EXPANSION ANNOUNCEMENT! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth. No Experience Necessary This opportunity is OPEN ONLY to US Residents residing in the United States All necessary training and licensing expenses will be covered by the company Candidates must pass a background check Candidates must be ready to plug-in and follow a proven system Position Overview: As a life insurance agent, you will play a critical role in assisting clients with their financial needs. This entry-level opportunity does not require prior experience. New representatives will be expected to complete 10-25 hours of training (minimum) in their first 30 days and obtain the life license in the first 7-14 days. This is a 1099 opportunity, not a W2. In addition to life insurance, applicants will have opportunities to pursue further licenses in Securities and Mortgage as part of their career development with our firm, with all licensing costs covered. What we provide: A Competitive Performance-based Compensation Package Zoom Training & Bonus program (Up to $4500 based on sales in the first 60 days) Ongoing Support & Mentorship System to Ensure Success Opportunities For Quick Advancement Within Earn All-Expense Paid Trips to Top Resorts with the Company E & O Coverage Included No Quotas For more information, please visit: ****************************************
    $30k-44k yearly est. Auto-Apply 60d+ ago
  • Branch Office Administrator

    Edward Jones 4.5company rating

    Lafayette, CO job

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 2590 Trailridge Dr E Suite 101, Lafayette, CO This job posting is anticipated to remain open for 30 days, from 15-Jan-2026. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **Role Summary:** As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends from your branch office to your region to the home office + You'll often work independently but will have a team of thousands backing you every step of the way **Can you see yourself...** + Delivering exceptional personalized service to ensure clients feel understood and informed + Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year + Actively listen for situations in the clients' lives that may indicate a need for additional services + Driving marketing activities such as planning and executing events **You can also expect...** + A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions + An inclusive environment where everyone's different viewpoints are valued and help to achieve results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. **Hiring Minimum:** $26.10 **Hiring Maximum:** $28.26 Read More About Job Overview **Skills/Requirements** **What skills would make you a successful BOA?** + Analytical Thinking + Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. + **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. + **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. 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.
    $42k-52k yearly est. 15d ago
  • Senior Infrastructure Engineer

    CME Group 4.4company rating

    Aurora, CO job

    The Senior Data Center Infrastructure Engineer will be responsible for the design, development, and deployment of data center management solutions, focusing on automation, monitoring, and capacity planning. This role requires a strong blend of hands-on technical skills in both data center power infrastructure and software development, with expert proficiency in Data Center Infrastructure Management (DCIM) tools, specifically Sunbird DCIM. The ideal candidate will be a technical leader capable of managing a team to implement and standardize monitoring solutions across all our global data center facilities. Key Responsibilities: Technical Execution & Development: * Design, develop, and maintain custom code and scripts (e.g., Python, PowerShell) for data center automation, monitoring, and reporting, ensuring high reliability and scalability. * Lead the integration of monitoring data from various sources, including specialized hardware like Packet Power sensors, into the central DC Track system and Sunbird DCIM. * Develop and deploy critical dashboards using Sunbird DCIM or other visualization tools to provide real-time, actionable insights into power utilization, cooling efficiency, and capacity across all data centers. * Deep understanding and practical experience with data center electrical and mechanical systems (e.g., UPS, Generators, PDU, CRAC/CRAH units), and translating this knowledge into effective DCIM configuration and monitoring. * Serve as the subject matter expert for Sunbird DCIM, managing its configuration, upgrades, and optimization to ensure it accurately reflects the physical and logical infrastructure. Team Leadership & Project Management: * Manage and mentor a small team of engineers and technicians dedicated to the DCIM implementation and deployment across the global data center footprint. * Develop comprehensive project plans, timelines, and resource allocations to successfully standardize the DCIM and monitoring platform across all data centers. * Ensure all data integration and dashboard development efforts adhere to strict quality, security, and performance standards. * Collaborate with Data Center Operations, Facilities, and Capacity Planning teams to define monitoring requirements and deliver solutions that meet business needs. Strategy & Documentation: * Define the long-term strategy for data center monitoring and automation, evaluating new technologies and methodologies to improve operational efficiency. * Create and maintain detailed documentation for all developed code, integration processes, DCIM configurations, and operational procedures. * Troubleshoot complex issues related to data acquisition, DCIM functionality, and sensor integration, providing high-level support and resolution. Required Skills and Qualifications: DCIM/Power * Sunbird DCIM (DC Track): Expert/Master proficiency * Data Center Power and Cooling Infrastructure (UPS, PDU, CRAC): Expert proficiency * Integration with Sensor Data (e.g., Packet Power): Expert proficiency Programming * Advanced programming skills (Python strongly preferred): Expert proficiency Data/DB * Experience with SQL databases and API integration (REST, SOAP): Advanced proficiency Leadership * Team leadership, mentoring, and project management: Advanced proficiency Experience * Minimum 7 years experience in data center operations or engineering: Required * Minimum 3 years experience specifically with DCIM tools: Required Education * Bachelor's degree in Electrical Engineering, Computer Science, or related field: Required #LI-Onsite CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay range for this role is $82,600-$137,600. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents. CME Group: Where Futures are Made CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic. Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
    $82.6k-137.6k yearly 8d ago
  • Senior Specialist, Product Modeling

    Charles Schwab 4.8company rating

    Lone Tree, CO job

    **Your opportunity** _At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ As a full-time senior specialist, you will be part of the Product Modeling team within the Treasury Modeling department. The Product Modeling team is responsible for developing data-driven analytics, time-series forecasting and classification models. These models are then deployed and maintained by the team, generating actionable insights and forecasts on a recurring cadence across deposits, margins and other on-/off-balance sheet products. You'll join a collaborative culture that values continuous learning, professional development, and meaningfully contribute to our mission of empowering investors. This role is primarily focused on model development, architecture and optimization within the Treasury Modeling team, where you will be at the forefront of developing fully automated solutions by coding new models (or migrating existing ones) in Python in close collaboration with model owners. This position requires individuals with strong Python coding foundations, and overall knowledge of data science. If you're passionate about data science and analytics, eager to learn, then build sophisticated predictive models and extract insights from large datasets, and want to make a meaningful impact within the dynamic Treasury Modeling organization that harnesses the power of data science to transform financial services, we want to hear from you. **What you have** + Solid understanding of statistical and quantitative modeling concepts and practical experience using statistical techniques to extract insights from large datasets. + Ability to develop new models, improve efficacy of existing models and rigorously test them. + Programming skills in Python and familiarity with object-oriented coding principle. Understanding of coding architecture for the deployments of models is a plus. + Experience with a modern software change management process. + Experience in extracting data from relational databases (e.g., via SQL) + Experience in visualizing data analytics and model results. + Strong work ethics, high self-motivation, proactive approach, attention to detail and ability to deliver under tight deadlines. + Excellent communication skills, both verbally and written. + Strong interpersonal skills and a collaborative team-player + Advanced skills in Excel and PowerPoint **What you'll do:** + Gain a deep understanding of the various forecasting models which measure the market risk in financial projections associated with a diverse set of products across the balance sheet. + Develop and maintain automated model infrastructure by orchestrating complex scheduling architectures, building robust data pipelines, and implementing version control systems that support enterprise-level model deployment and monitoring. + Master advanced coding frameworks for financial modeling by learning Python-based model development, understanding object-oriented programming principles for model architecture, and implementing scalable solutions that integrate with existing Treasury systems and databases. + Design and implement model validation frameworks by creating automated testing suites, building data quality checks, and developing monitoring systems that ensure model accuracy and regulatory compliance throughout the model lifecycle. + Collaborate on model enhancement initiatives by working with cross-functional teams to translate business requirements into technical specifications, optimize model performance through code refactoring, and contribute to the evolution of Treasury's modeling infrastructure and best practices. In addition to the salary range, this position is also eligible for bonus or incentive opportunities. **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance CO Salary Range: USD $36.01 - $67.31 / Hour What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
    $36-67.3 hourly 60d+ ago
  • Private Wealth Management Intern

    Morgan Stanley 4.6company rating

    Denver, CO job

    Responsibilities: * Gain industry and organizational knowledge through daily business interactions and job assignments. * Develop business, financial and analytical skills needed for career in global wealth management and financial services. * Provide marketing and sales support to branches and their teams. * Perform market research. * Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: * High school diploma required. In pursuit of college degree preferable. * At least 18 years of age. * Internships are intended to be positions that are for limited duration, with a maximum duration ten months. * Strong desire to gain further understanding of the global wealth management business. * Effective communication and interpersonal skills (both written and verbal) * Ability to work on a team. * Strong analytical skills and ability to interpret. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $20 per hour. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close [2/20/26]. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $20 hourly Auto-Apply 8d ago
  • Campus Recruiting - 2027 Investment Banking Summer Analyst - Special District Group

    Piper Sandler Companies 4.8company rating

    Denver, CO job

    At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. The Summer Analyst Program: Piper Sandler is currently seeking undergraduate students for our 2027 Investment Banking Summer Analyst Internship Program. Summer Analysts generally work 10 weeks within the Special District Group, and will gain an understanding of the dynamics of the tax-exempt capital markets. The 2027 Summer Analysts will be based in Denver, Salt Lake City, and Houston. Our internships are a direct pipeline to full time investment banking roles. The Special District Group (SDG) is a team in Piper Sandler's Public Finance practice that is dedicated to raising capital for public infrastructure to support large-scale real estate development and redevelopment projects. We hold a dominant position in the markets we serve and are actively growing into new markets nationwide where residential and commercial real estate demand is driving the need for new public infrastructure. Our team leaders were amongst the pioneers of Special District financing in Colorado, Utah, and Texas and have been integral leaders in sector for over two decades. The SDG team is passionate about the quality of banking we bring to the market and the unparalleled experience we offer our clients and external partners. We are unwavering in our belief that our team's shared success precedes the pursuit of individual aspirations. We have a deep commitment to high-touch communication and collaborative relationships, and we believe that our team's expertise, creativity, and resilience are critical to our success. Key tasks include: Actively participate in the planning and execution of banking transactions and learn the administrative aspects of the banking process from launch to close. Perform and coordinate research to produce data sets needed such as market comparisons, parcel list reconciliation, mill levy comparisons, service plan understanding and continuing disclosure. Prepare, review and maintain internal and external transaction materials including rating presentations, case studies, credit summaries and internal approval forms. Coordinate the progress of transaction activities, and track and review transaction materials for accuracy. Attend client meetings, calls and presentations, taking detailed notes. Communicate effectively and collaborate with SDG and Piper Sandler team members on a deal-by-deal basis providing relevant and valuable transaction information to support the development of financial models. Prepare and maintain various marketing materials, including presentations, pitchbooks, research summaries, RFP responses and market updates. Consistently modeling SDG's organizational values and contributing to team culture. Ad hoc projects and other work as assigned. Qualifications: Students who anticipate graduating from a top-tier undergraduate institution in December 2027 or May/June 2028. Minimum 3.5 GPA. Seeking a bachelor's degree in Accounting, Finance, or Economics or another business-related field. Excellent quantitative and analytical skills, including Excel modeling and valuation. Strong technology background with exceptional Excel and Power Point skills. Outstanding written and verbal skills with specific ability to communicate concepts and ideas concisely. Ability to work well under pressure, manage tight deadlines, and have the aptitude to synthesize large amounts of information. Strong interpersonal skills, detail oriented, organized, pro-active, intellectual curiosity, and an ability to thrive in a high energy, dynamic environment. Ability to comfortably interact with clients in the utmost professional and mature manner. Outstanding ethics, integrity, and judgement. Prior to the start of the internship, it is beneficial for interns to have taken finance and accounting courses or self-study. You must be work authorized in the United States on a full-time basis without the need for employer sponsorship now or in the future. The Company cannot offer employment to F-1 (student) visa holders who require employer sponsorship in the future or cannot work now on a full-time basis. Piper Sandler is a leading investment bank, enabling growth and success for our clients through deep sector expertise, candid advice, and a differentiated, highly productive culture. With more than 1,800 employees across 60 offices world-wide, we offer our clients the scale needed to meet their capital needs with local support from experts in the field. Learn more about the firm here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated salary for individuals expressing interest in this position is $100,000 annually pro-rated to the 10 week internship. This position has the opportunity to turn into a full-time role after completion of the internship for candidates that demonstrate the ability to perform at a high level and who demonstrate an interest in the business.
    $100k yearly Auto-Apply 10d ago
  • PWM Business Service Officer

    Morgan Stanley 4.6company rating

    Denver, CO job

    PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The PWM Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Complex Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Complex Business Service Officer Direct reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $120,000 to $160,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 8/29/2025, but may be extended depending on whether a candidate has been selected. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-160k yearly Auto-Apply 9d ago
  • Data Center Engineer II

    CME Group 4.4company rating

    Aurora, CO job

    We are seeking a highly skilled and experienced Data Center Engineer II to join our dynamic team. The ideal candidate will possess in-depth knowledge of data center operations and infrastructure, demonstrating expertise in areas such as racking and stacking, power management, cooling systems, fiber and copper patching, and server and switch maintenance. This role requires a proactive individual with excellent communication skills and a strong understanding of low-latency networks. Proficiency with DCIM tools, specifically Sunbird, and experience with OBR fiber testers are essential. Responsibilities: Infrastructure Management: * Perform racking and stacking of servers, network devices, and other data center equipment according to established procedures and best practices. * Execute fiber and copper patching, ensuring proper labeling, routing, and adherence to network design specifications. * Manage and maintain the fiber TAP infrastructure to support network monitoring and analysis. * Monitor and troubleshoot power distribution units (PDUs), uninterruptible power supplies (UPS), and other power infrastructure components. * Assist in the maintenance and optimization of data center cooling systems to ensure optimal operating temperatures. Hardware Maintenance and Support: * Perform routine maintenance, troubleshooting, and repair of servers, including component replacement (e.g., RAM, hard drives, power supplies). * Conduct maintenance and configuration of network switches, ensuring proper operation and connectivity. * Diagnose and resolve hardware-related issues for various data center components. Network Operations: * Possess a strong understanding of low-latency network principles and best practices. * Assist in the implementation and verification of network changes and upgrades. * Utilize OBR fiber testers for fault isolation, characterization, and validation of fiber optic cabling. Tools and Documentation: * Utilize Data Center Infrastructure Management (DCIM) tools, specifically Sunbird, for asset tracking, capacity planning, and operational monitoring. * Maintain accurate and up-to-date documentation for all data center infrastructure, network configurations, and operational procedures. Communication and Collaboration: * Communicate effectively with internal teams, vendors, and clients regarding data center operations, incidents, and planned changes. * Collaborate with senior engineers on complex projects and problem resolution. * Provide technical guidance and support to junior engineers when required. Other Duties: * Participate in on-call rotations as needed. * Adhere to all safety protocols and data center operational policies. * Continuously learn and stay updated on new data center technologies and best practices. Qualifications: Education and Experience: * Bachelor's degree in Computer Science, Information Technology, or a related field, or equivalent practical experience. * Minimum of 3-5 years of experience working in a data center environment. Technical Skills: * In-depth knowledge of data center infrastructure, including power, cooling, cabling, and physical security. * Proven experience with racking and stacking servers and network equipment. * Expertise in fiber and copper patching, including various connector types and cable management techniques. * Solid understanding of fiber TAP infrastructure. * Hands-on experience with server hardware maintenance and troubleshooting. * Proficiency in switch maintenance and basic network troubleshooting. * Demonstrable experience with DCIM tools, specifically Sunbird. * Experience with OBR fiber testers for fiber optic cable analysis. * Strong understanding of low-latency network concepts and their implementation. Soft Skills: * Excellent written and verbal communication skills. * Strong problem-solving and analytical abilities. * Ability to work independently and as part of a team. * Detail-oriented with a strong commitment to accuracy. * Ability to work effectively in a fast-paced environment and manage multiple priorities. Working Shift / Hours: Tuesday - Saturday, 2:30pm - 11pm #LI-Onsite CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay range for this role is $34.27--$57.16. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents. CME Group: Where Futures are Made CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic. Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
    $34.3-57.2 hourly 60d+ ago
  • Branch Office Administrator - Lakewood, CO

    Edward Jones Careers 4.5company rating

    Lakewood, CO job

    If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
    $42k-52k yearly est. 2d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Lakewood, CO job

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 23d ago
  • Client Specialist

    Robert W. Baird & Co. Incorporated 4.7company rating

    Robert W. Baird & Co. Incorporated job in Denver, CO

    About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. Compensation and Benefits: * $24.36 - $36.67 hourly rate. * Bonus potential up to 8.5% of base pay. * Compensation and bonus are commensurate with experience, performance and/or firm profitability. * You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. Accepting applications on a rolling basis. #LI-PWM4 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $24.4-36.7 hourly 30d ago
  • Senior Specialist, Product Modeling

    Charles Schwab Corporation 4.8company rating

    Lone Tree, CO job

    Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a full-time senior specialist, you will be part of the Product Modeling team within the Treasury Modeling department. The Product Modeling team is responsible for developing data-driven analytics, time-series forecasting and classification models. These models are then deployed and maintained by the team, generating actionable insights and forecasts on a recurring cadence across deposits, margins and other on-/off-balance sheet products. You'll join a collaborative culture that values continuous learning, professional development, and meaningfully contribute to our mission of empowering investors. This role is primarily focused on model development, architecture and optimization within the Treasury Modeling team, where you will be at the forefront of developing fully automated solutions by coding new models (or migrating existing ones) in Python in close collaboration with model owners. This position requires individuals with strong Python coding foundations, and overall knowledge of data science. If you're passionate about data science and analytics, eager to learn, then build sophisticated predictive models and extract insights from large datasets, and want to make a meaningful impact within the dynamic Treasury Modeling organization that harnesses the power of data science to transform financial services, we want to hear from you. What you have * Solid understanding of statistical and quantitative modeling concepts and practical experience using statistical techniques to extract insights from large datasets. * Ability to develop new models, improve efficacy of existing models and rigorously test them. * Programming skills in Python and familiarity with object-oriented coding principle. Understanding of coding architecture for the deployments of models is a plus. * Experience with a modern software change management process. * Experience in extracting data from relational databases (e.g., via SQL) * Experience in visualizing data analytics and model results. * Strong work ethics, high self-motivation, proactive approach, attention to detail and ability to deliver under tight deadlines. * Excellent communication skills, both verbally and written. * Strong interpersonal skills and a collaborative team-player * Advanced skills in Excel and PowerPoint What you'll do: * Gain a deep understanding of the various forecasting models which measure the market risk in financial projections associated with a diverse set of products across the balance sheet. * Develop and maintain automated model infrastructure by orchestrating complex scheduling architectures, building robust data pipelines, and implementing version control systems that support enterprise-level model deployment and monitoring. * Master advanced coding frameworks for financial modeling by learning Python-based model development, understanding object-oriented programming principles for model architecture, and implementing scalable solutions that integrate with existing Treasury systems and databases. * Design and implement model validation frameworks by creating automated testing suites, building data quality checks, and developing monitoring systems that ensure model accuracy and regulatory compliance throughout the model lifecycle. * Collaborate on model enhancement initiatives by working with cross-functional teams to translate business requirements into technical specifications, optimize model performance through code refactoring, and contribute to the evolution of Treasury's modeling infrastructure and best practices. In addition to the salary range, this position is also eligible for bonus or incentive opportunities.
    $77k-103k yearly est. Auto-Apply 10d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Lakewood, CO job

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 21d ago

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