State Street jobs in Irvine, CA - 536 jobs

Who we are looking for A Derivative Operations Specialist, Associate 2 is responsible for accurately posting domestic and foreign derivatives, including (but not limited to) Future, Options and collateral transactions to our Custody and Accounting systems. This individual resolves data quality issues through interaction with accounting and client service groups in North America and Europe. The individual acts as a first level resource within assigned business unit to process transactions in accordance to established procedures. This individual performs various daily tasks within the business unit as necessary to support processing routines. Assists with other related duties as required. Reviews work for accuracy and serves as a resource. Why this role is important to us The team gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Derivative Operations Specialist, Associate 2 you will •Reconcile daily futures margin calculation to the total position by contract type and unrealized gain/loss to the broker statement or faxed/transmitted instructions for specified funds. •Elevate areas of potential loss/exposure immediately and include supporting documentation. •Reviews and authorizes cash activity and reconciliations. •Process all derivative trades accurately and timely. This includes, but is not limited to, futures, options, cash and security collateral, segregation of collateral. •Initiate any related incoming or outgoing payments. •Complete month-end reconciliations. •Adhere to established operating, risk, and compliance controls and standard operating procedures. •Knowledge of downstream effects and economic impact of the different types of derivatives. •Ability to apply industry knowledge to help other staff members. What we value These skills will help you succeed in this role •Knowledge of downstream effects and economic impact of the different types of derivatives. Education & Preferred Qualifications •Bachelor's degree or its equivalent with business related coursework. •Knowledge of financial securities markets, language and products as well as legal and regulatory requirements. •Strong working knowledge of MS Office applications, and spreadsheet proficiency. VBA skills preferred. •Strong analytical and organizational skills. •Ability to prioritize assignments under tight deadlines. •Strong interpersonal and communication skills in both verbal and written forms. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $41,600 - $66,560 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab 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

Why this role is important to us The candidate will be responsible for accurately administering domestic and foreign derivatives, including but not limited to swaps and options. This individual resolves data quality issues through interaction with other internal and external parties. The individual acts as a resource within the assigned business unit to support transactions in accordance with established procedures. This individual performs various daily tasks within the business unit as necessary to support routines. Responsibilities * Administer all derivative trades in investment accounting system and OTC platform accurately and timely. * Support calculation, confirmation, audits, and controls surrounding OTC Derivatives. * Solid understanding of OTC swaps products is preferred. * Solid understanding of the swap life cycle is preferred. * Complete various position and payment reconciliations. * Adhere to established operating, risk, and compliance controls and standard operating procedures. * Elevate areas of potential loss/exposure immediately and include supporting documentation. * Knowledge of downstream effects and economic impact of the different types of derivatives. Qualifications * Bachelor's Degree with emphasis in accounting, finance, or economics preferred. * Proven negotiation and influencing skills. * Demonstrated creative problem-solving skills. * Excellent communication skills, including expressing complex ideas and concepts. * Computer proficient, including spreadsheet and database. Advanced Visual Basic and/or SharePoint experience a plus. Salary Range: $65,000 - $106,250 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Irvine,CA $22.50 - $27.60 / hour

The candidate will be responsible for researching and resolving complex operational issues while demonstrating teamwork and the willingness to take on special assignments. The candidate will engage in operational aspects concerning the front to back office flow with a primary focus on syndicated bank loans and alternative investments. The role involves daily interaction with various internal teams, custodian banks, and clients with the overall goal of providing timely support and resolution of all inquiries. Interacts with internal and external parties related to syndicated loan and alternative investment activity, post-trade settlement. Accounts for the day-to-day management of a functional team and manages daily service delivery and production activities performed by staff. Acts as primary contact and key escalation point for operational issues and provides technical expertise to resolve daily problems. Prepares and reviews various standardized reports within the business unit related to accounting activities. Works to resolve breaks related to cash, position, and accruals for investment manager's accounts. Monitors Corporate Actions and Amendments activity to ensure subsequent votes are recorded and processed accurately. Communicates client account updates to custodians and counterparties. Creates directives to instruct cash and processes transactions accordingly. Identifies and takes ownership of issues. Ensures problem resolution is well-documented and communicated to the appropriate parties. Acts as a resource within the assigned business unit to resolve complex or non-routine processing related questions/issues. Responds to all inquiries timely and accurately. Assists team with creating, updating and maintaining standard operating procedures. Trains new hires and more junior staff. Qualifications: Bachelor's degree with business related coursework or equivalent. B.S. in Finance, Economics, or Accounting preferred. Minimum 5 year of related experience in custody, fund accounting and/or trade processing. Knowledge of financial securities markets, language and products, as well as legal and regulatory requirements. Strong working knowledge of MS Office Suite, including Word, Excel, Outlook and PowerPoint. Knowledge of VBA macros and Business Objects is a plus. Proven critical thinking, technical, analytical, time management and organizational skills. Ability to prioritize workloads under tight deadlines in a very fast-paced trading-driven environment. Strong interpersonal and communication skills in both verbal and written forms. Salary Range: $60,000 - $90,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

The Gold Research Strategist originates investment research, data analytics, competitive product positioning as part of a go-to-market strategy, and is active with direct in-person and virtual client engagements across various distribution channels for the Global Gold ETF Research team. The role is based in California but other locations in the Midwest or West Coast may be considered for the appropriate candidate. The Gold Strategist will demonstrate expertise on the dynamics that drive precious metals pricing and investment allocation themes: macro and fundamental drivers of gold, physical supply/demand, macroeconomic factors that influence the market including currencies, interest rates/Fed policy, growth, Asian and official sector demand trends, drivers of real asset allocations, etc. The right candidate will also be interested in understanding and enhancing business operations, ETF product enhancements, and helping the team gain market share and raise assets. The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world, and the sole marketing agent and distributor of the largest gold/commodity ETF suite worldwide. We partner with many large sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in ETFs, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for. As a Gold Research Strategist, you will: Regularly monitor and analyze the financial markets as well as the precious metals industry competitive landscape to provide research, thought leadership and perspectives on the use case for gold to clients and prospects. Use strong investment merits to enhance the product positioning of State Street's family of gold ETFs, with a deep understanding fundamental, quantitative, and technical investment strategies - including implementation, models, and strategic allocations. Use expertise and market views to lead input for gold marketing campaigns, messaging, and initiatives across various client segment audiences Generate investment thought leadership for a wide breadth of investors with collaborative weekly, monthly, and thematic/bespoke materials. Articulate in-depth investment processes and provide ongoing updates on gold product positioning opportunities, as well as work with product development teams to assist in any range management objectives, and with team leadership on go-to-market strategy. Have regular client-facing opportunities to promote gold insights and drive net flows, including at events and conferences where applicable. These skills will help you succeed in this role: The ability to discuss fundamental, quantitative, and qualitative investment concepts related to gold, as well as have a considerable understanding of portfolio construction techniques for gold vis-à-vis crypto, bonds, and equities, and broader liquid alternatives. A complete understanding of the benefits of the gold ETF structure and how it functions in the secondary and primary markets Have an in-depth understanding of total portfolio construction investment theory, macroeconomic policy, and experience with strategic and tactical gold use cases Knowledge of fundamental as well as quantitative investment techniques and an understanding of the use of derivatives in-and-out of the context of ETFs Strong written and communications skills for frequent external and internal presentations. The capacity to develop and sustain strong working partnerships with our marketing, product and investment teams Education & Preferred Qualifications: Minimum 7-10 years of investment, sell-side research, or ETF marketing/distribution experience. CFA or CAIA, and/or Master's degree strongly preferred Current securities licenses (Series 7 and Series 63) preferred or the ability to quickly attain Clean compliance and U4 record required Knowledge of Bloomberg, Data Analytics, Salesforce Knowledge of macro asset classes and portfolio construction Critical understanding of financial theory and empirical research In-depth knowledge of ETFs and competing investment vehicles Excellent communication and written skills Ability to work with and influence internal and external stakeholders Track record of multi-tasking various commercial activities (client engagements, business operations) Positive, collaborative attitude with a strong team orientation Available for client-facing events and meetings Additional requirements: Travel of up to 25-50% may be required. Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. Salary Range: The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Who we are looking for A Derivative Operations Specialist, Associate 2 is responsible for accurately posting domestic and foreign derivatives, including (but not limited to) Future, Options and collateral transactions to our Custody and Accounting systems. This individual resolves data quality issues through interaction with accounting and client service groups in North America and Europe. The individual acts as a first level resource within assigned business unit to process transactions in accordance to established procedures. This individual performs various daily tasks within the business unit as necessary to support processing routines. Assists with other related duties as required. Reviews work for accuracy and serves as a resource. Why this role is important to us The team gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As Derivative Operations Specialist, Associate 2 you will * Reconcile daily futures margin calculation to the total position by contract type and unrealized gain/loss to the broker statement or faxed/transmitted instructions for specified funds. * Elevate areas of potential loss/exposure immediately and include supporting documentation. * Reviews and authorizes cash activity and reconciliations. * Process all derivative trades accurately and timely. This includes, but is not limited to, futures, options, cash and security collateral, segregation of collateral. * Initiate any related incoming or outgoing payments. * Complete month-end reconciliations. * Adhere to established operating, risk, and compliance controls and standard operating procedures. * Knowledge of downstream effects and economic impact of the different types of derivatives. * Ability to apply industry knowledge to help other staff members. What we value These skills will help you succeed in this role * Knowledge of downstream effects and economic impact of the different types of derivatives. Education & Preferred Qualifications * Bachelor's degree or its equivalent with business related coursework. * Knowledge of financial securities markets, language and products as well as legal and regulatory requirements. * Strong working knowledge of MS Office applications, and spreadsheet proficiency. VBA skills preferred. * Strong analytical and organizational skills. * Ability to prioritize assignments under tight deadlines. * Strong interpersonal and communication skills in both verbal and written forms. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $41,600 - $66,560 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Why this role is important to us The candidate will be responsible for accurately administering domestic and foreign derivatives, including but not limited to swaps and options. This individual resolves data quality issues through interaction with other internal and external parties. The individual acts as a resource within the assigned business unit to support transactions in accordance with established procedures. This individual performs various daily tasks within the business unit as necessary to support routines. Responsibilities Administer all derivative trades in investment accounting system and OTC platform accurately and timely. Support calculation, confirmation, audits, and controls surrounding OTC Derivatives. Solid understanding of OTC swaps products is preferred. Solid understanding of the swap life cycle is preferred. Complete various position and payment reconciliations. Adhere to established operating, risk, and compliance controls and standard operating procedures. Elevate areas of potential loss/exposure immediately and include supporting documentation. Knowledge of downstream effects and economic impact of the different types of derivatives. Qualifications Bachelor's Degree with emphasis in accounting, finance, or economics preferred. Proven negotiation and influencing skills. Demonstrated creative problem-solving skills. Excellent communication skills, including expressing complex ideas and concepts. Computer proficient, including spreadsheet and database. Advanced Visual Basic and/or SharePoint experience a plus. Salary Range: $65,000 - $106,250 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

JobID: 210650023 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $100,000.00-$120,000.00 You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to drive new client acquisition in partnership with the bankers * Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills * 3+ years in a similar banking, venture, credit or treasury role * Outstanding professional reputation and integrity * Strong leadership skills required * Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment * Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly * Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills * Bachelor's degree preferred * Superior knowledge of the market dynamics and its business environment preferred * Excellent problem solving, oral, and written communication skills

Who we are looking for State Street Corporation is building a transformational Anti-Money Laundering (AML) program by executing innovative and effective transaction monitoring strategies. As an AML Transaction Monitoring Senior Manager, Vice President, your main responsibility will be to present and demonstrate soundness of AML transaction monitoring program tools and architecture to senior internal stakeholders (i.e. risk, audit) and regulators. To achieve this, you will help engineer state-of-the-art models, methods, and features required to support transaction monitoring and across other AML functions, in part via migration to and utilization of cloud-based capabilities. You will document, monitor, and report on the performance of the models to key stakeholders. While leading the data science team, you will leverage leading technology to develop POCs and test software efficacy based on industry experience across the AML and bank risk technology space. You will also play a significant role in partnering with business units, data stewards, and IT teams for a better understanding of the customer journey across multiple lines of business and set the roadmap to support both business line transparency and AML compliance needs. This role can be performed in a hybrid model (4 days on site, 1 day remotely) to balance your needs and the role requirements. Permissible offices locations are: Boston and Quincy, MA; Princeton and Clifton, NJ; Stamford, CT; Irvine and Sacramento, CA; Kansas City, MO; Berwyn, PA; Austin, TX. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. Major Responsibilities: * Key aspect of the role is to present and demonstrate soundness of AML transaction monitoring program tools and architecture to senior internal stakeholders (i.e. risk, audit) and regulators * Support AML and business stakeholders with the development of analytic insights and models that are thoroughly tested and documented * Foster confidence in the accuracy and effectiveness of models and processes through continuous challenge and ongoing monitoring * Consume data from AML stakeholders including the FIU to translate qualitative AML risk factors into responsive risk models leveraging new technology * Synthesize data into features and analytic frameworks to support ongoing financial crime risk mitigation strategies * Support the application of economic, quantitative, and statistical skills in the development of models to support profitable growth while mitigating financial crime risk * Develop statistical models and algorithms to identify data anomalies and support risk identification efforts * Analyze and maintain appropriate data sourcing and management options to support a variety of models and applications * Leverage strong business and communication skills to identify and resolve data gaps, code issues, while mining data for insights and patterns Education/Certifications: * Bachelor's degree in a quantitative discipline, such as Mathematics, Physics, Statistics, Finance or related field, advanced degree preferred * 6+ years of experience in data management, data forensics, reference or transactional data management, data governance, data engineering data architecture, data modeling or data analysis experience * Experience with MDM tools or products (e.g. SAP MDG, Informatica, etc) * Strong SQL, R, Python, experience required * Proficiency with Actimize, Fircosoft, DataBricks, AWS, Informatica, and related database tools and technology preferred * Proficiency with banking and financial markets preferred Experience: * Experience in influencing critical business outcomes in a matrix based, global environment * Experience working with data and analytic solutions and the science behind them, either as a builder/provider of these solutions or as a client that uses them * Familiarity with data privacy laws and controls (like: GDPR) Skills: * Excellent verbal and written communication and collaboration skills to effectively communicate with both business and technical development teams * Strong networking skills and ability to work across multiple organizations to accomplish diverse goals * Strong skills leading teams and building positive business partner relationships * Drive and commitment to the mission * Comfortable working in a fast-paced, results-oriented environment * Results oriented * Innovative and Analytical * Customer focused Salary Range: $115 000 - $216 250 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

We are currently hiring for a distribution role within State Street Investment Management's Client Coverage Group. This position is part of our U.S. Wealth team and is focused on building and expanding relationships with the largest and fastest‑growing RIA firms in the country. The Regional Consultant will partner directly with executive teams and key decision‑makers across Enterprise RIAs to drive business development, product placement, and sales activation. The role serves as a trusted advisor and represents the U.S. Wealth Group's distribution efforts across the Enterprise RIA landscape. Key Responsibilities: * Own and grow key client and strategic relationships with executive teams at the largest Enterprise RIAs in the US * Develop and maintain ongoing account plans for each Enterprise RIA, reviewed quarterly to assess progress, challenges, budget deployment, and ROI * Identify client needs across diverse business models and deliver relevant market insights, product information, investment ideas, and sales support. * Demonstrate strong investment acumen and act as an expert on SSIM's portfolio management capabilities, including product positioning, holdings, and investment results * Educate clients and prospects on the full suite of State Street Investment Management solutions, including what differentiates our offerings from competitors * Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and deepening engagement with existing partners across concentrated areas of wealth * Lead and coordinate national travel with key sub‑advisory partners and index providers such as World Gold Council, DoubleLine Capital, Blackstone, and Bridgewater Associates * Leverage centers of influence across the RIA ecosystem, including custody and TAMP partners like Charles Schwab, Fidelity, Orion and Envestnet * Build and maintain relationships with key internal business partners, including State Street Corporation, SSIM Finance, Client Experience Team, Marketing, Research, and Client Enablement Teams to deliver SSIM's resources to clients, including comparative analytics, capital markets insights and actionable investment ideas * Promote awareness of State Street Investment Management's strategy and priorities across Enterprise RIA accounts * Mentor internal team members and contribute to a culture of knowledge sharing and professional development. * Demonstrate risk excellence and uphold the highest ethical standards in all client and internal interactions. * Pursue continuous improvement by refining sales skills and staying current on industry trends, product developments, and best practices * Travel extensively throughout the US to meet with clients in their office locations, attend conferences and partner meetings These skills will help you succeed in this role: * Bachelor's degree required * FINRA Series 7 and 63 licenses required * CFA, CIMA, or similar industry designations preferred * Minimum 7 years of experience in the investment management, with at least 5 years sales or business development * Strong investment acumen and technical proficiency across ETFs, mutual funds, SMAs, and model portfolios * Proven ability to work both independently and collaboratively within a fast‑paced, client‑facing environment * Strong communication, presentation, and relationship‑building skills * Demonstrated leadership, initiative, and commitment to excellence * Ability to adapt quickly, think creatively, and operate with sound judgment * Willingness to travel extensively, manage a dynamic schedule, and work autonomously while on the road Salary Range: $115,000 - $216,250 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Who we are looking for State Street's Alpha Business Architecture team is seeking a versatile individual with senior business and data analysis skill for development and support of the transformation of some of State Street's key middle office clients. The role will require an individual capable of initiating and developing substantive conversations between subject matter experts with operations, technology and client relationship backgrounds. The role offers an opportunity to join a fast growing team critical to delivering a major program for the Alpha business unit. The candidate will be able to support the delivery of cross-operations, high priority projects across all typical project phases in support of strategic initiatives impacting complex instruments from an Alpha Front to Back. Why this role is important to us The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What you will be responsible for As OTC Derivatives Pathways Analyst you will * Support the delivery of cross-operations, high priority projects across all typical project phases. * Project initiation and scoping- including definition of plans and managing realistic expectations for successful delivery with project stakeholders. * Oversee business analysis and requirements definition. * Support ongoing project management- including progress monitoring, reporting and quality assurance throughout the project. * Build and manage strong relationships with project sponsors and stakeholders in Operations, Technology and the Business. Manage competing priorities across these groups. * Understand the firm's strategic plans, business, process and architecture in order to influence design and develop solutions. * Work with Operations business units to assess and streamline processes in order to mitigate risk, cost or service issues and generate efficiencies. What we value These skills will help you succeed in this role * Strategic thinker with strong business analysis and planning skills. Capable of identifying and interpreting wider-ranging issues: 'Big picture' understanding. * Demonstrate understanding of Operations processes and procedures and an ability to learn quickly. Knowledge of OTC Swaps and Options products and processes related to the financial services industry would be an advantage, as is related experience in technology strategy or in a client service or business function and/or management consulting. * Excellent communication and interpersonal skills, written and oral; confident in interaction with clients and senior stakeholders. * Experience with designing new solutions by analyzing requirements, studying system capabilities, and writing detailed business requirements. Very strong interest in the underlying detail of the analysis is a must. * Communicate complex analysis and insights to stakeholders and business leaders, both verbally and in writing. * Ability to engage with and influence stakeholders outside their direct control. Education & Preferred Qualifications * Minimum BS/BA degree required in Technology, Finance, Business, or equivalent. * Minimum of 10 years of experience in OTC Middle Office operations * Experience in software applications analysis and business analysis * Knowledge of SDLC & Agile Methodology and tools. * Comfortable facilitating project working groups and possesses strong data gathering skills. * Experience with Microsoft Office tools Word, Excel, Project, and Visio is required. * SQL/database query skills a plus. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $115,000 - $205,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

We are currently hiring for a distribution role at State Street Investment Management within the Client Coverage Group. In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with financial advisors in the RIA Channel and provide valuable client solutions to assist advisors in growing their business using SPDR ETFs, model portfolios and other State Street IM solutions. You should be recognized as a reliable and trusted advisor and champion the US Wealth Intermediary distribution efforts with Registered Investment Advisory Firms located throughout the Northern California region. This position will be based out of CA. As an RIA Regional Consultant: * You will personally own key client and strategic partner relationships as a member of the US Wealth Intermediary Team. The position will cover Registered Investment Advisors inclusive of Wealth Managers, Regional RIAs and local offices of RIA Aggregators, across the Northern California region. * You will identify the needs of our clients' varying business practices and regularly provide meaningful market insights, product information, investment ideas and sales support. * You will have a keen investment acumen and operate as a subject-matter-expert on State Street IM & SPDR ETFs portfolio management, maintaining a deep knowledge of positioning, holdings and investment results. You will effectively educate clients and prospects on our product line's features and benefits, and what differentiates us from our competitors. * You will cultivate new and existing relationships, driving Net New Revenue and Net New Assets with the highest areas of concentrated wealth within the channel. * You will be responsible for leading and coordinating travel throughout the region with various sub-advisory partners and index providers including the World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates and Galaxy Asset Management. * You will leverage centers of influence and key relationships within the RIA ecosystem, including custody and TAMP partners such as Charles Schwab and Envestnet, along with wealth platforms like Ethic, to drive business growth and strategic initiatives. * You will build and maintain relationships with key internal business partners, including the Internal Sales, Marketing, Research, and Client Enablement teams to effectively deliver State Street IM and SPDR ETF resources to clients. * You will partner with the Internal Sales Team to effectively deliver SPDR ETF and State Street IM resources to clients, including comparative analytics, capital markets insights and actionable investment ideas. * You will facilitate an understanding of State Street IM and its strategy and priorities. * You will mentor internal peers on the team. * You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards. * You will demonstrate initiative to continuously hone sales skills and pursue professional development. These skills will help you succeed in this role: * Bachelor's degree required * Series 7 and 63 licensed * Investment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) desired * Minimum 7 years of experience in the investment management industry, with at least 5 years in Sales/Business Development, preferably with Registered Investment Advisors * Strong technical ability and investment acumen * Strong product knowledge of ETFs, mutual funds, separate accounts and related products * Self-motivated individual that can work both independently and within a team structure * Demonstrates integrity, dedication to excellence and motivation to succeed * Strong leadership skills * Extraordinary verbal and written communication and sales presentation skills * Ability to learn and adapt quickly while applying creativity Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. Salary Range: $125,000 - $207,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. + Reading and speaking in both English and Spanish fluently is required for this role. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. **FEDERAL DEPOSIT INSURANCE ACT:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** San Jacinto,CA $22.50 - $27.60 / hour

Who We Are State Street's Alpha Business Architecture team is building the future of integrated front‑to‑back investment servicing. We're driving major transformation programs for some of the firm's most strategic global middle‑office clients-and we're looking for a dynamic leader who can bridge business, data, operations, and technology to make it happen. This is an opportunity to join a fast‑growing team at the center of State Street's next‑generation operating model. If you thrive on solving complex problems, navigating diverse stakeholders, and shaping the path forward for large‑scale initiatives, this role is for you. Why This Role Matters Our clients-some of the world's largest institutional investors-depend on State Street to manage risk, adapt to market challenges, and deliver performance. To do that, we need talented leaders who can simplify complexity, scale innovation, and strengthen the operational backbone of the firm. In this role, you'll contribute directly to State Street's Alpha strategy, influencing how we deliver solutions and execute at our best. Your work will have a visible impact from day one. What You Will Do As the OTC Derivatives Transformation Lead, you will: Drive delivery of cross‑operational, high‑visibility projects across all phases-from initiation to execution. Lead project scoping and planning, setting realistic expectations and aligning stakeholders across Operations, Technology, and Business teams. Oversee requirements definition and solution design for complex OTC derivatives processes. Provide ongoing project governance, including progress tracking, reporting, and quality oversight. Build influential relationships with senior sponsors and stakeholders, effectively navigating competing priorities. Develop a deep understanding of State Street's business architecture to help shape design decisions and future‑state models. Partner with Operations teams to streamline processes, reduce risk, enhance service quality, and improve efficiency. What You Bring Skills That Drive Success These skills will help you succeed in this role Strategic thinker with strong business analysis and planning skills. Capable of identifying and interpreting wider-ranging issues: ‘Big picture' understanding. Demonstrate understanding of Operations processes and procedures and an ability to learn quickly. Knowledge of OTC Swaps and Options products and processes related to the financial services industry would be an advantage, as is related experience in technology strategy or in a client service or business function and/or management consulting. Excellent communication and interpersonal skills, written and oral; confident in interaction with clients and senior stakeholders. Experience with designing new solutions by analyzing requirements, studying system capabilities, and writing detailed business requirements. Very strong interest in the underlying detail of the analysis is a must. Communicate complex analysis and insights to stakeholders and business leaders, both verbally and in writing. Ability to engage with and influence stakeholders outside their direct control. Education & Experience Minimum BS/BA degree required in Technology, Finance, Business, or equivalent. Minimum of 10 years of experience in OTC Middle Office operations Experience in software applications analysis and business analysis Knowledge of SDLC & Agile Methodology and tools. Comfortable facilitating project working groups and possesses strong data gathering skills. Experience with Microsoft Office tools Word, Excel, Project, and Visio is required. SQL/database query skills a plus. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $115,000 - $205,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. Reading and speaking in both English and Mandaring fluently is preferred for this role. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Glendale,CA $22.50 - $27.60 / hour

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Reading and speaking in both English and Spanish fluently is required for this role. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.