Presentation Specialist
Sequoia Financial Group LLC job in Cleveland, OH
Job DescriptionSequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:
Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
Summary of the position
Do you thrive in creating best-in-class dynamic content? Are you looking to combine your passion for visual design, presentation content, and strategic communication to help creatively and effectively drive engagement? Sequoia's in-house marketing and communications team could be the right fit. As we continue to grow, we're seeking a talented presentation specialist to enhance our brand and support engagement efforts through high-quality, compliant presentations.
The presentation specialist will play a critical role in developing, editing, and managing presentations to elevate our brand, educate clients and prospects, and support our business development goals. This role requires strong design, writing, and editing skills, a deep understanding of marketing and communications concepts, and the ability to collaborate across internal teams. The specialist will have the ability to represent complex concepts in understandable presentation content. All candidates must submit at least three samples or provide access to an online portfolio of writing and design and be able to demonstrate a commitment to Sequoia's core values of integrity, teamwork, and passion.
Responsibilities
Presentation Development and Creation: Produces presentation content that is clear, engaging, and compliant. Decks will be used for client, prospect, partner, and executive presentations, webinars, events. Ensures that all content aligns with brand messaging, tone of voice, editorial guidelines, and overall marketing and communications objectives.
Strategic Content Development: Partners with internal constituents to understand the goal of the presentation and the content elements to edit existing and produce new high-quality, visually-oriented branded content for presentations. Delivers final presentations to the applicable internal audience, highlighting features and content concepts. Applies consultative approach to recommending final content.
Original Design: Designs and creates visual aids to enhance existing and new presentation decks. Ensures presentations are visually appealing and align with brand standards.
Presentation Management: Responsible for serving as a primary point of contact for managing SlideHub content, Sequoia's presentation management software.
Collaboration: Works closely with marketing team members, advisors and subject matter experts (SMEs) to translate complex financial topics into digestible presentation content for a broader audience.
Professional Development: Stays on top of market trends and research; shares relevant insights, trends, and technology with the team to enhance marketing deliverables. Continuously improves presentation-creation skills.
Required Skills/Experience
Bachelor's degree in graphic design, visual art, marketing, communications, or a related discipline.
3+ years of experience as part of an agency or in-house marketing team.
3+ years creating presentations in a professional setting.
Strong expertise with PowerPoint and related integrating tools (e.g. Excel).
Ability to create animations and interactive presentation elements.
Proficiency in Adobe Creative Suite.
Excellent verbal and written communication skills.
Strong design skills and ability to create visually appealing presentations.
Preferred Skills/Experience
Financial services industry or highly regulated industry experience is preferred.
Working knowledge of CRM and CMS platforms (e.g., Salesforce, WordPress, Asana).
Competencies
Highly organized and detail-oriented.
Ability to be consultative with team members at all levels in the organization.
Motivated and able to work with minimal supervision.
Self-starter with proven ability to manage multiple projects simultaneously.
Collaborates well on a team.
Ability to effectively time manage.
Solution-oriented mindset.
Primary Therapist
Scottsdale, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Primary Therapist
Monte Nido Rosewood Scottsdale
Scottsdale, AZ
At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a full-time Primary Therapist to join our multi-disciplinary treatment team.
Anticipated schedule is Tuesday-Saturday
#LI-ONSITE
Total Rewards::
Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing:
Competitive compensation
Medical, dental, and vision insurance coverage (Benefits At a Glance)
Retirement
Company-paid life insurance, AD&D, and short-term disability
Employee Assistance Program (EAP)
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Paid time off
Professional development
And many more!
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Providing individual, group, and family therapy
Serving as liaison with families and outpatient providers
Interact with insurance companies for pre-certification and utilization management
Participating in discharge and aftercare planning
Therapeutic meal support, while modeling a healthy relationship with food
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree in clinical counseling or related discipline, at minimum
State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC)
Prior experience with eating disorders and higher levels of care is helpful
Knowledge of diversity, equity and inclusion practices
#Rosewood
Director, Digital Assets, Financial Crimes Models & Analytics
Jacksonville, FL job
Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role
We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle.
Responsibilities of this role:
Drive digital assets model development and enhancement initiatives.
Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective.
Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs.
Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision.
Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards.
Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships.
Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions.
Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program.
Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts.
Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks.
Providing insight on all aspects of Fidelity's crypto operations
Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come
The Expertise and Skills You Bring
Prior AML/Fraud advisory, surveillance, or investigative experience.
Prior financial crimes model development and/or maintenance experience.
Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more.
Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance.
Prior experience managing a team of high performing individuals with diverse skill sets.
Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions.
Personal experience trading cryptocurrencies, stablecoins and/or NFTs.
Passion for cryptocurrencies and the broader crypto ecosystem in general.
Prior experience supporting regulatory response efforts.
Chainalysis Academy or Elliptic LEARN certifications a plus.
FINRA Series 7, 63, 24 or 9/10 registrations a plus.
Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products
Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships
Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings
Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists
Excellent listening, communication (verbal and written), influencing, and presentation skills
Knowledge/experience with Agile frameworks and methodologies a plus
Passionate about crypto and its intersection with Financial Crimes
Intellectually curious and an early adopter of new technology
Very thorough with strong documentation skills
Able to communicate and explain crypto concepts to non-technical audience
Great demeanor, teammate, and effective contributor
Strong interpersonal skills
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience.
Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses.
The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Business Analytics and Insights
Vice President, Associate General Counsel
Westlake, TX job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
Principal Search Engineer (Solr/OpenSearch)
Westlake, TX job
The Role:
Our teams build and contribute to Fidelity's digital presence. As a Principal Search Engineer on the Search Platform team, you will play a key role in designing, developing, and optimizing our search and content discovery platform, supporting millions of customer requests. You will be responsible for implementing and enhancing hybrid search solutions, and leveraging AI/ML techniques to improve search relevance and user experience. Your role will include building, managing, and automating cloud infrastructure to ensure robust, high-performance search capabilities for both internal associates and customers. You'll collaborate with cross-functional teams to deliver innovative search solutions, contribute ideas for product enhancements, and continually develop your technical skills in a fast-paced, team-oriented environment.
The Expertise You Have:
Deep expertise in implementing, configuring, and tuning enterprise-grade search solutions using Solr (preferred); experience with OpenSearch is a plus.
Comprehensive knowledge of information retrieval principles, including both classic approaches (such as TF-IDF, BM25) and advanced neural search techniques (like vector embeddings and transformer-based models).
Proficiency in container technologies, especially Kubernetes (AWS EKS preferred) and Docker.
Solid understanding of the software development and delivery lifecycle for large-scale systems.
Ability to design and implement automation and infrastructure solutions using languages such as Python, Groovy, Shell, and NodeJS.
Experience with build tools and package managers (helm, maven, npm, pip, etc.).
Familiarity with observability, monitoring, and logging tools such as Datadog, Splunk, or other OpenTelemetry/APM tools.
Experience troubleshooting and resolving complex CI/CD pipelines, release issues, and multi-component system environments.
Education / Certifications:
Advanced degree in Computer Science or a related field, or equivalent professional experience.
The Skills You Bring:
Proven ability to lead technical efforts from conception through production deployment.
Skill in translating business needs into scalable, effective search solutions.
Ability to work collaboratively across organizations and drive successful outcomes.
Passion and aptitude for learning new technologies and approaches, especially in the search and AI/ML space.
Comfort operating in a polyglot development environment.
Excellent verbal and written communication skills
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Family Therapist
Scottsdale, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Family Therapist
Monte Nido Rosewood Scottsdale
Scottsdale, AZ
At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a full-time Family Therapist to provide therapy to our clients and their families.
Our Family Therapists may be scheduled for one evening and one weekend day (in addition to weekdays - 40 hours/week) for the benefit of clients and their families.
Anticipated schedule is Tuesday-Saturday
#LI-ONSITE
Total Rewards::
Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing:
Competitive compensation
Medical, dental, and vision insurance coverage (Benefits At a Glance)
Retirement
Company-paid life insurance, AD&D, and short-term disability
Employee Assistance Program (EAP)
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Paid time off
Professional development
And many more!
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Provide weekly family therapy and caregiver coaching calls
Facilitate group therapy for clients and families
Provides meal support with clients
Participate in ongoing care management
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree, at minimum, in clinical counseling or related discipline.
Licensed (or license-eligible) preferred in a counseling field (e.g., Psychologist, LMFT, LCSW, etc.).
Prior experience treating those with eating disorders in a residential or inpatient setting is very helpful.
Knowledge of diversity, equity and inclusion practices
#Rosewood
Director, Architecture
Westlake, TX job
Director, Data Architect
Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities.
The Expertise and Skills You Bring
Education - BS or MS required
Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications
Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy
Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality
Ability to evaluate, prototype and recommend emerging data technologies and platforms
Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS
Experience architecting large complex systems with large volume and high-performance requirements
Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling
Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike
Expertise in programming languages such as SQL and Python, Java a plus
ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic
Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies
Analytical reporting experience, preferably Snowflake and PowerBI
Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective
The base salary range for this position is $126,000-255,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Manager, Digital Assets Risk Operations
Westlake, TX job
Job Description:The Role
The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
5+ years of relevant work experience in the financial industry, crypto experience preferred
Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Executive level presentation skills required
Project management experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Foundational understanding of blockchain technology
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $80,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Production Operator* (New Ulm, MN)
Mankato, MN job
We offer:
Competitive pay starting between $ 25.00 - $28.11 per hour plus a $1.50 shift differential for afternoon or midnight shift.
Medical, vision, dental, and life insurance starting on your first day
401k with generous company match
Up to three weeks paid vacation in your first year
Up to twelve paid holidays
On-site physical therapy, employee assistance program, and medical support
Paid parental leave
Employee stock discount
Opportunities for advancement
The Impact You'll Make in this Role
As a Production Operator you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Supporting production by monitoring processes, ordering inputs, loading materials, inspecting materials, and performing quality inspections to release product.
Operate automated production converting, molding, assembly, and packaging equipment.
Monitor process, order inputs, load materials, inspect materials, perform quality inspections to release product.
Operate equipment in a safe manner.
Follow plant and department safety rules and practices.
Work closely with other operators and service groups to optimize the process.
Monitor equipment and make the required adjustments to maintain quality and desired output.
Computer use is required to run process operation.
Meet performance/output goals.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess a High School Diploma/GED or higher (completed prior to start).
Ability to work overtime, weekends, and holidays as needed.
Ability to work 8 to 12 consecutive hours per day on a weekly fixed (i.e., 7am - 3pm, 3pm - 11pm or 11pm - 7am) or rotating shift (i.e., Days/Afternoons).
Ability to lift/carry heavy materials.
Ability to comprehend, understand, and apply written and verbal directions from standard operating procedures, safety rules and supervisor coaching.
Ability to wear personal protective equipment in accordance with safety rules.
Applicants meeting the basic qualifications above may be required to take and pass 3M elected testing as a part of the selection process
Work location:
New Ulm, MN
Travel: Does not include travel
Relocation Assistance: Is Not Authorized
The starting rate of pay for this position between $25.00 - $28.11 /hour. This targeted compensation range represents a good faith estimate and can vary based on factors including, but not limited to, job-related knowledge, skills, and experience. Other benefits and incentives may apply; pay and benefits overview: . This information is being disclosed in accordance with local Pay Transparency Rules.
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Responsibilities of this position may include direct and/or indirect physical or logical access to information, systems, technologies subjected to the regulations/compliance with U.S. Export Control Laws.
U.S. Export Control laws and U.S. Government Department of Defense contracts and sub-contracts impose certain restrictions on companies and their ability to share export-controlled and other technology and services with certain "non-U.S. persons" (persons who are not U.S. citizens or nationals, lawful permanent residents of the U.S., refugees, "Temporary Residents" (granted Amnesty or Special Agricultural Worker provisions), or persons granted asylum (but excluding persons in nonimmigrant status such as H-1B, L-1, F-1, etc.) or non-U.S. citizens.
To comply with these laws, and in conjunction with the review of candidates for those positions within 3M that may present access to export controlled technical data, 3M must assess employees' U.S. person status, as well as citizenship(s).
The questions asked in this application are intended to assess this and will be used for evaluation purposes only. Failure to provide the necessary information in this regard will result in our inability to consider you further for this particular position. The decision whether or not to file or pursue an export license application is at 3M Company's sole election.
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
#INDPROD
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Multi-Skill Technician
Hutchinson, MN job
R01149167 Multi-Skill Technician We offer:
Competitive pay starting at $38.15/hour.
Medical, vision, dental, and life insurance starting on your first day.
401k with generous company match
Up to three weeks paid vacation in your first year.
Twelve (12) company holidays
Employee assistance program and medical support
Opportunities for advancement
The Impact You'll Make in this Role
As a Multi-Skilled Technician, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Laying out, facilitating, planning, and documenting the installation, maintenance, repair, replacement, modification, troubleshooting, diagnosing, programming, optimization, and design of existing and new manufacturing equipment.
Maintaining, troubleshooting, repairing electronic, mechanical, hydraulic, and pneumatic equipment components and pumps.
Installing/upgrading, and calibrating equipment.
Performing preventive maintenance and housekeeping tasks.
Completing shop records and use reporting systems following established procedures.
Your Skills and Expertise
To set you up for success in this role from day one, 3M is looking for candidates who must have the following qualifications:
Possess or be within six (6) months of obtaining a two (2) year technical degree/diploma in a maintenance field
Six (6) or more months of PLC troubleshooting/programming experience
Interested and available to work weekends, overtime, holidays as needed, and short notice shift coverage.
Additional qualifications that could help you succeed even further in this role include:
Strong multi-skill aptitude in a manufacturing environment.
Troubleshooting and problem-solving ability in a manufacturing environment.
Experience working with Human Machine Interfaces (HMIs), Analog and digital AC/DC drive systems, and/or Calibrations/metrology.
Experience working with mechanical systems: bearings, gearboxes, pumps, and pneumatic/hydraulic
Experience working with the following electrical diagrams: PLC logic, process flow diagrams, instrument flow diagrams and/or P&ID drawings
Experience working with electrical tools, test equipment and instruments used in industrial plant applications
Location: Hutchinson, MN
Travel: N/A
Relocation Assistance: Not Authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
The expected compensation range for this position is $38.15/hour. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at:
Collaborate with Innovative 3Mers Around the World
Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a diversity of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
Resources for You
For more details on what happens before, during and after the interview process, check out the Insights for Candidates page at 3M.com/careers.
The expected compensation range for this position is $35.62/hour. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at:
#INPROD
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Class A CDL Owner Operator - 2yrs EXP Required - OTR - Ameri-Co Carriers
Sedona, AZ job
Looking to Partner with Owner Operators - Long Haul Freight.
Proud to be a 100% Owner Operator Fleet
CDL-A Owner Operators and Fleet Owners
Leasing to Ameri-Co Carriers is not just another job. Let us show you how your days with us will be the most successful ones!
Short and Long Runs covering East to West, North to South and Midwest Regions.
We have many options for our Regional and OTR Owner Operators to choose from - drive the routes you love when you partner with Ameri-Co!
Regional and Long Haul Opportunities:
Gross Pay for Regional Drivers BEFORE Deductions: $3,000-$4,000
Gross Pay for Long Haul Drivers BEFORE Deductions: $5,000-$6,000
Some Benefits of partnering with Ameri-Co include:
$4,000 Sign On Bonus
100% Owner Operator fleet
Financially sound company with steady work year-round
High retention rate
Several of our Drivers have been with us for more than 30 years
Ameri-Co's top two Owner Operators have surpassed 4 million miles with us, so the possibilities are endless!!
No forced dispatch
Flexible Schedules to fit your needs and lifestyle
Regional - Home every weekend
Long Haul - Average 8-10 days out (or longer - your choice!)
Rider passes available at no cost to you
Fleet Advance
Accident Plan
Discounts with major tire companies
All Tolls Paid
DOT Physicals paid
Fuel Cards (EFS fuel discount program)
PrePass
Qualcomm equipment provided at no cost ($25/month usage fee)
We Provide:
Competitive compensation package
Exceptional mileage rate paid on ALL miles, loaded and empty (PLUS Fuel Surcharge)
Weekly direct deposit settlements
Safe driving awards and incentives
Quarterly Safety Bonuses
Referral Bonuses
Insurance and Plates:
Ameri-Co joined the Independent Truckers Group as an option to obtain affordable Health Care Benefits
Convenient settlement deductions offered to assist with your vehicle-related insurance purchases
Base Plate Incentive Program (We pay up front)
Ameri-Co believes in maintaining a small company atmosphere and strives to provide the best working conditions and a profitable compensation program.
Qualifications:
Must own semitruck
Must be willing to run under Ameri-Co authority
Minimum 23 years of age
At least two (2) full years of verifiable interstate driving in the past three (3) years
Your truck must be EROD compatible; 2000 build date or newer
Driving experience needs to be with the type of equipment you will be operating
Flatbed Cargo Securement and Tarping experience, if operating Flatbeds
As a wholly owned subsidiary of Minerals Technologies Inc., Ameri-Co Carriers is a leading truckload carrier headquartered in Scottsbluff, NE. Ameri-Co not only recognizes our Owner Operators, but we also show our appreciation to our partners every single day. Our freight is consistent, our lanes are more desirable, and we strive to dispatch trucks that meet your comfort level while providing the right amount of weekly miles you request.
Ameri-Co Carriers is a 100% Owner Operator company. We pride ourselves in partnering with Owner Operators because they have an impressive reputation for safety and reliability.
Machine Operator
Hutchinson, MN job
Job Title: Machine Operator We offer:
Competitive pay starting at $21.16/hour with the potential to reach $29.91/hour.
After 6 months, you will automatically get $2.00/hr. increase
Shift Differentials are included for 3 rd & 2 nd Shifts as follows:
3 rd $2.00/hr.
2 nd $ 0.75/hr.
Medical, vision, dental, and life insurance starting on your first day.
401k with generous company match
Up to three weeks paid vacation in your first year.
Twelve (12) company holidays
Employee assistance program and medical support
Opportunities for advancement
The Impact You'll Make in this Role
As a Machine Operator, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world.
Operating automated assembly machines to pack out products
Maintaining quality standards and safety standards
Utilizing 3M Computer systems to track production and packaging cycles
Maintaining communication with production coworkers and supervisors regarding production performance
***Applicants meeting the basic qualifications above may be required to take and pass 3M elected testing as a part of the selection process.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess a High School Diploma / GED or higher (completed prior to start)
Work Rotating Shifts, Overtime, Extended Hours, Weekends, Holidays as needed, and short notice shift coverage
Additional qualifications that could help you succeed even further in this role include:
Basic computer knowledge
Experience in agriculture/farming and/or mechanics
Work location:
Hutchinson, MN
Travel: Does not include travel
Relocation Assistance: Is not Authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
The starting rate of pay for this position is $21.16, with the potential to reach $29.91. This targeted compensation range represents a good faith estimate and can vary based on factors including, but not limited to, job-related knowledge, skills, and experience. Other benefits and incentives may apply; pay and benefits overview: This information is being disclosed in accordance with local Pay Transparency Rules.
#INPROD
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
BUSINESS SUPPORT SPECIALIST - WATERFORD
Miami, FL job
Responsible for loan monitoring including all internal and external reporting requirements, company/borrower information and all relevant events. Responsible for supporting responses/ resolutions for internal and external customers and aiding the overall departmental workflow. Responsible for the maintenance of the Loan Portfolio documentation and for providing support to the SAG/ Credit departments as detailed below. Responsible for SAG/REO monitoring and handling.
Essential Responsibilities:
Coordinates with both internal and external parties as it relates to portfolio management process.
Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews.
Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets.
Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting
Act as a liaison between Portfolio management/Credit administration and internal support department and clients.
Special assets assistance - Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements' generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs.
Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report.
Prepare Datamart validation and certification as well as TDR reporting.
Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters
Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations.
Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested
Backup for CRA monthly report submission.
May serve as back up for ordering of residential appraisals and update of log.
Support for Commercial Appraisal/ Appraisal review tracking.
Assist with loan processing as needed.
Support special Project and/ or audits as needed
Other Responsibilities:
Perform/ Assist with Check request, payment of invoices and GL reconciliations
Process deficiency payments
Review the monthly covenant report for accuracies, changes and updates,
Review ONBASE system file upload accuracy.
Independent Judgement:
Exercises a moderate degree of discretion and judgment. Works within assigned parameters always consulting supervisor on variances or situations where decision making is required.
Supervisory Responsibilities:
This job has no direct supervisory responsibilities.
Impact of Errors:
The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable economic impact.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to standard walk. May be requiredto lift and move boxes or packagesnot exceeding 10 pounds in weight.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. May be exposed to external elements when visiting other bank premises, government agencies, etc., as needed.
Competencies:
The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy.
Strong analytical and problem-solving skills
Well-developed written communication and verbal presentation skills.
Able to handles stress, flexible working hours.
Attention to details.
Good communication skills
Customer service oriented
Minimum Requirements
Bachelors in Business, finance or related field or relevant experience. Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required. Microsoft Office proficient (Word,Excel, PowerPoint). CustomerService oriented. Availableto work overtime, when required. Ability to manage multiple priorities, organize daily tasks and meet deadline sin a high-volume environment.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
Client Relationship Specialist - Sarasota, FL
Sarasota, FL job
Regular
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 Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role 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.
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
Investment Consultant - Vero Beach, FL
Vero Beach, FL job
Regular
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 an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE Act background check and registration process
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.
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
Primary Therapist
Tempe, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Primary Therapist
Monte Nido Rosewood Scottsdale and Tempe
Scottsdale and Tempe, AZ
At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a per diem Primary Therapist to join our multi-disciplinary treatment team.
This position with support on an on-call as needed basis and be required to work at our Day Treatment PHP/IOP program in Tempe and our adolescent residential program in Scottsdale.
#LI-ONSITE
Total Rewards::
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Providing individual, group, and family therapy
Serving as liaison with families and outpatient providers
Interact with insurance companies for pre-certification and utilization management
Participating in discharge and aftercare planning
Therapeutic meal support, while modeling a healthy relationship with food
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree in clinical counseling or related discipline, at minimum
State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC)
Prior experience with eating disorders and higher levels of care is helpful
Knowledge of diversity, equity and inclusion practices
#Rosewood
Mortgage Loan Closer
Cincinnati, OH job
Review and complete loan data in LOS (Loan Origination System: Power Lender)
Prepare, review and deliver loan closing packages to closing agents.
Manage and resolve problems or issues that arise with loan documentation.
Act as an intermediary between all parties involved in the loan transaction.
Ensure closing complies with all corporate, state, federal and agency guidelines.
Coordinate loan closing proceeds and ensure disbursed as required.
Perform and generate compliance test.
Prepare draft settlement statement.
Reviews file documentation for accuracy per guidelines and investor requirements.
Coordinates and prepares documents necessary to take mortgage loans from the approval to closing (CD, Mortgage, Note, Final TIL, title work, homeowners insurance, flood insurance, payoff letters).
Working closely with the processing department and title companies.
Assist with clearing conditions on suspended files.
Maintain a production queue of mortgage loans.
Coordinate loans with MBOs, LOs and 3rd party vendor to close within credit document expiration and rate lock expiration dates.
Review all pre-closing documentation, including but not limited to title commitment, homeowners, and flood insurance policies.
Ability to review and understand elements of property appraisals.
Obtain verification of employments.
Image all documents to our system of record
Perform other duties as may be required
Salary:: $45,000 - $60,000 a year
Rail Network Supervisor
The Woodlands, TX job
RSI Logistics, recently acquired by Trinity Industries Inc., is looking for a Rail Network Supervisor. The Rail Network Supervisor's primary objective is to provide the oversight of the team that handles proactively monitoring loaded and empty railcars from the point of release at the origin to final placement at destination, as well as the storage of railcars. This role is responsible to ensure exceptions are identified, escalated and handled, while informing business partners of any variations to planned trip.
Key Responsibilities:
Supervise and train the team of railcar coordinators
Monitor workload and ensure daily tasks are being accomplished
Escalate issues to stakeholders as appropriate
Prepare and provide reporting and metrics that demonstrate service levels and areas to improve
Understand railcar operations in order to identify potential issues. Take charge of client service issues through to resolution
Utilize a cloud-based railcar tracking system to monitor, identify problems, and provide updates to stakeholders
Communicate with railroads to troubleshoot issues and delayed railcars. This would involve phone and email communication as logging issues on railroad websites
Ensure railcars are travelling along the correct route and going to the correct destination, and on time
Understand bill of lading, waybilling, clms, the North American railroad network, and railroad terminology
Exude a Goal-driven and continuous improvement mindset
Communicate and present information to internal and external stakeholders
Qualifications:
Bachelor's degree specializing in Business Administration, Supply Chain, Transportation, Logistics or equivalent work experience
5 or more years of experience required in Rail Logistics (rail management/marketing, or rail procurement) with at least 3 years managing employees
Proficient in technical writing, good communication skills- attention to detail is critical
System savvy (prior ERP experience or Rail TMS experience is highly preferred)
Ability to work in a fast paced/dynamic environment and lead a team to accomplish goals
Strong MS Office skills
Excellent communication and problem-solving skills
Sample Receiving and Microbiology Analyst
Shafer, MN job
DEPARTMENT:
Laboratory
EXEMPTION STATUS:
Non-exempt / Hourly
Shafer, MN
DATE PREPARED:
December 2025
STATUS
Full - time MONDAY - FRIDAY
Duties include receipt of client samples, unpacking coolers of containers and logging samples into a Laboratory Information Management System (LIMS). Additional responsibilities include working in the microbiology laboratory to assist with basic water sample testing for coliform bacteria.
DUTIES & RESPONSIBILITIES
Ability to follow standard operating procedures, computer data entry with attention to detail and ability to multitask. Must be able to lift 50 pounds.
Environmental sample receipt from clients and work order submittal into Laboratory LIMS system; Evaluation and distribution of daily laboratory work orders to analysts.
Distribution of sampling supplies to clientele and field personnel,
Maintain sample work order productivity by evaluating receiving samples; the samples are selected and grouped by parameter to expedite analysis and minimize turn-around-time. Rush service samples, as well as those with short holding times, are prioritized and analyzed accordingly.
Ensure sample compliance with EPA regulated sample collection, storage, and transportation guidelines; by providing accurate sampling guidance and education to clients; consulting with clients to ensure adherence with field and laboratory quality assurance measures; and providing proper guidance of standard operating procedure and EPA methodologies as applicable to sample receipt operations,
Conflict resolution and troubleshooting by consulting with clientele, assigned project manager, and/or Laboratory Director,
Maintain confidential sample and client information in the Laboratory Information Management System (LIMS),
Provide billing with work orders, as applicable,
Maintain laboratory sample collection supply inventory by checking stock to determine inventory levels and anticipating supply needs.
Maintain professional and technical knowledge by reviewing current EPA and RMB standard operating procedures, requirements, and guidelines, reviewing internal laboratory quality control and assurance procedures, • Maintain safety of the workplace and coordinate with Facilities Manager and Laboratory Director to maintain compliance with laboratory and OSHA requirements,
EDUCATION & EXPERIENCE
The type of formal education and type/amount of experience that would typically be needed to successfully perform in the position.
Experience in Laboratory setting is welcomed.
KNOWLEDGE, SKILLS & ABILITIES
Skills - Measurable or observable behavior while performing a cognitive or manual activity, such as skill in word processing.
Ability - Natural (perhaps innate) talents or gained capabilities, such as ability to follow procedures.
Quality control and quality assurance understanding
Safety conscience
Current technology and trends
Express ideas clearly, concisely, and effectively orally and in writing
Exercise appropriate judgment in answering questions and releasing information; analyze and project consequences of decision and/or recommendations.
Communicate effectively with a variety of individuals representing diverse cultures and backgrounds and function calmly in situations which require high degree of sensitivity, tack, and diplomacy.
An ability to plan, organize and prioritize work.
WORKING CONDITIONS
The environment in which the position functions and the frequency of exposure, such as frequent exposure;
Exposure to Sulfuric Acid, Nitric Acid, Potassium Iodide and Starch solution. Employees must follow safety measures. Frequent: walking, standing, bending, and twisting of neck, bending, and twisting of waist, lifting and carrying objects weighing up to 15 pounds, lifting of up to 50 lbs. Occasional: sitting, repetitive use of hands to operate instruments, computers, printers, copiers.
EEO Statement
RMB Environmental Laboratory is an Equal Opportunity Employer and will not discriminate against any applicant for employment on the basis of race, age, religion, sex, veterans, individuals with disabilities, sexual orientation, or gender identity.
Note: Job Descriptions are not exhaustive lists of all skills, responsibilities, or efforts associated with a job. They reflect principal job elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Application Engineer
Sequoia Financial Group LLC job in Cleveland, OH or remote
Job Description
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:
Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
Summary of the Position
We seek a motivated, self-starting, passionate team player to join our firm in the role of Sequoia Application Engineer III. This is a new position created in response to the growth of the organization and will report to the Business Applications Department Leader and focus on designing, developing and deploying Salesforce-focused solutions based on the technology roadmap. The Sequoia Application Engineer III will work in close collaboration with all members of the Technology team which has responsibility for technology strategy and execution, end user support, and technology training. This is a unique opportunity to be a part of a growing organization and department with the ability to define and build a career at Sequoia. This role ideally will be located in any of Sequoia locations or remote work is a possibility as well.
Responsibilities
Learn, improve and maintain data model in Salesforce. Develop a deep understanding of core Salesforce objects, functionality, and user personas.
Provide tier 2 escalation support for Technology support cases submitted via Salesforce, this may include support for infrastructure related request as well ( Cisco/Webex, laptops, Microsoft 360)
Participate in technology department roadmap projects pertaining to data including reporting, integration, or migration of data.
Assist the Project Management Office with the creation of appropriate business requirements for various enhancement projects.
Assist in the design of tools (spreadsheets or software) to create efficiencies in data collection & management for all users. Ensure that the proper data points are collected for any corresponding reporting requirements.
Assist with vendor management by participating in regular meetings and serving as a system administrator for connected platforms. Support data integrations, user management, feature configurations and other responsibilities as requested
Collaborate with consultants as needed to develop solutions for enhancements or support requests. Ensure proper use of resources based on the contract.
Create, maintain and refresh Salesforce sandbox environments as requested
Create, maintain and rotate integration certificates & secrets as needed to maintain proper security standards
Assist with the oversight, contract management and administration of other applications Sequoia uses such as Quip, Box, Docusign and more.
Take advantage of Salesforce training materials to stay up-to-date in terms of new product features and capabilities. Setup/implement new features as appropriate
Assist with the creation of training and documentation for end-users to maximize platform adoption and efficiency.
Required Skills/Experience
Bachelor's degree required (Technology or Business Administration preferred), Masters preferred
Salesforce Administrator certification required
Prior experience managing projects as primary project manager
Prior experience working with medium to large datasets
3-5 years Technology support experience
Research and issue resolution
Advanced understanding of SQL queries
Advanced Excel skills (VLOOKUP, XLOOKUP, SUMIFS, pivot tables, tables, etc)
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred Skills/Experience
Other Salesforce certifications (Advanced Administrator, Platform App Builder...etc, or to be obtained within 6 months of hire)
Knowledge of programmatic concepts including APIs & Object Oriented Programming
Competencies
Strong communication skills
Ability to work within a team-based environment
Ability to think critically
Attention to detail
Independent problem solving
Translating requirements into technical solutions
Ability to pivot
Willingness to learn
Excellent documentation skills, written and verbal
Strong leadership, organization, and communication skills