Post job

Tolleson Wealth Management jobs in Dallas, TX

- 11008 jobs
  • Client Advisory Manager

    Tolleson Wealth Management 4.2company rating

    Tolleson Wealth Management job in Dallas, TX

    Job Description DUTIES and RESPONSIBILITIES: Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion. Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to: investments estate planning tax planning debt management insurance Responsible for gathering all information for client financial matters Research on investment ideas and wealth management strategies Assessing financial decisions and situations and thinking creatively of logical plans to evaluate the client's options and put together a quantitative and qualitative analysis. Preparation of financial reports and presentations for clients Coordination and execution of investment strategies Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client's outside advisors (CPA's, Attorney's etc..) Must be able to ensure that all work products presented are timely, accurate and well thought out Must be able to delegate tasks and manage Analysts and Senior Analysts, and communicate the status of projects to them and the rest of the Client Advisory Team Responsible for mentoring analysts and senior analysts by training, teaching and develop their careers at the firm. Continue to establish your business networks and building business development skills MINIMUM POSITION REQUIREMENTS: Bachelor's degree from accredited university with major focus in accounting or finance 5-10 years' of work experience which is industry related Have completed the CFP program or in process of completion and IMCA, (CPWA), CPA, CFA or JD designation a plus Must have strong understanding of wealth management process Asset allocation and application to each client's goals Performance reporting and how to interpret numbers Estate planning and estate reduction strategies Charitable planning strategies Ability to perform property and casualty assessment Understand how to evaluate life insurance and the product options Must have strong Excel, PowerPoint and Word skills as well as the ability to learn new systems and is internet savvy Strong financial and analytical skills and understanding of basic financial concepts Desire to learn and grow professionally in the personal wealth management business Must consent to and have favorable consumer report and background check test #LI-KS1 NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer
    $76k-130k yearly est. 26d ago
  • Fixed Income Investments Manager

    Tolleson Wealth Management 4.2company rating

    Tolleson Wealth Management job in Dallas, TX

    Job Description We are seeking an experienced Fixed Income Manager to oversee client investment-grade bond portfolios, with a focus on municipal bonds. This role is integral to our wealth management team, and the ideal candidate will have a passion for helping clients achieve their wealth preservation goals through strategic fixed income investments. DUTIES and RESPONSIBILITIES: Manage with discretion, client investment grade bond portfolios (primarily municipal bonds/munis), in tandem with the Managing Director of Fixed Income Execute bond trades with broker dealers: municipal, treasury, MBS, corporates Collaborate with operations personnel to ensure timely and proper trade settlement with multiple broker dealers and custodians Place client directed bond trades and oversee cash balances and cash movements within bond portfolios Assume primary due diligence responsibilities for fixed income investments across all Fixed Income sectors managed in house as well as allocated to outside asset managers. (IG, HY, taxable, tax exempt) Develop relative value and risk/reward outlook on opportunities across the fixed income arena and report to investment team and other colleagues on such Coordinate and lead operational due diligence Prepare and present manager-specific performance, exposure and risk reports to Investment Committee and firm Partner and interact with the Client Advisory Team and clients Present views, educate and articulate strategy Provide updates on the market, economy and portfolio Research on investment ideas and wealth management strategies Support Investment team with other projects as needed MINIMUM POSITION REQUIREMENTS: Undergraduate degree in Business, Finance, Economics, or related 6-12 years investment experience including fixed income portfolio management Experience with Bloomberg a must Must hold a CFA or Series 65 or Series 66 to allow for registration with the SEC as an Investment Advisory Representative or pass withing 3 months of hire Strong organizational skills and attention to detail to balance and prioritize projects Experience using Windows based software and become proficient in using other analytical and portfolio management software. Ability to maintain confidentiality in dealing with client matters Must consent to and have favorable consumer report and background check test OTHER ESSENTIAL CANDIDATE TRAITS: Strong presentation skills and communication skills Ability to work in a team setting Ability to be proactive and anticipate issues, works quickly and proactively to solve them Willingness to learn, expand responsibility NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer
    $99k-173k yearly est. 11d ago
  • Vice President, Associate General Counsel

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Legal
    $140k-285k yearly 3d ago
  • Director, Architecture

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Director, Data Architect Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities. The Expertise and Skills You Bring Education - BS or MS required Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality Ability to evaluate, prototype and recommend emerging data technologies and platforms Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS Experience architecting large complex systems with large volume and high-performance requirements Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike Expertise in programming languages such as SQL and Python, Java a plus ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies Analytical reporting experience, preferably Snowflake and PowerBI Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $126k-255k yearly 1d ago
  • Manager, Digital Assets Risk Operations

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Job Description:The Role The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 5+ years of relevant work experience in the financial industry, crypto experience preferred Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Executive level presentation skills required Project management experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Foundational understanding of blockchain technology Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk
    $80k-153k yearly 4d ago
  • Jr. System Support Analyst

    MUFG Capital Analytics 3.5company rating

    Dallas, TX job

    Title: Jr. System Support Analyst MUFG Investor Services is part of the Mitsubishi UFJ Union Financial Group (MUFG), one of the largest financial groups in the world. As such we are dedicated to providing our clients with the top-quality service and our employees with a rewarding career. To our clients, we provide record-keeping, reporting and transaction management services to the Private Equity community. This includes overseeing fund administration across various asset classes including Merchant Banking, Venture Capital, Real Estate and Fund Related Investments which includes fund of private equity funds, secondary funds and co-investment funds. MUFG also provides customized reporting, analysis and transaction management for foundations, pension plans and other private equity investors interested in a consolidated view of their entire alternative and traditional investment portfolio. To our employees we offer a stimulating environment where they can grow as a professional and develop long term careers, not just another job. To this end we ensure our professionals have the support to achieve their career development and goals including professional certification reimbursement programs. In addition to competitive salaries, a casual work environment and an excellent benefits program we give our employees the chance to give back to the community through our social service activities. We celebrate our employee's successes and believe successful employees lead to successful businesses. If you take pride in your work and want to take pride in your employer- contact us. Job Description: MUFG is seeking a System Support Analyst with a strong accounting and/or financial background to join our team. This growth-oriented position will have the primary responsibility of supporting the applications used by MUFG. This individual will be responsible for responding to user submitted tickets, processing the ticket's request, and working with the business and/or technology to facilitate any testing or answer any questions under the direction of the Sr. System Support Manager. An understanding of current accounting principles and how they are applied to the accounting and financial reporting of Private Equity Fund of Funds is strongly preferred but not required. Responsibilities: Reviewing and processing user submitted tickets in a timely manner. Research and resolve application issues as directed by the Sr. System Support Manager. Ensure user submitted help tickets have the appropriate documentation attached to the ticket as directed by the Sr. System Support Manager. Ensure user submitted help tickets have been resolved and closed appropriately Review and update user documentation describing the “best practices and processes” for using the system under the direction of the Sr. System Support Manager. Maintain a working knowledge of current accounting principles as they pertain to Private Equity and the systems used by MUFG. Perform user access reviews for applications used by MUFG. Maintenance and support of daily operations related to applications used by MUFG. Technical Skills: Strong Excel and analytical skills. Knowledge of Vlookups, pivot tables, and table functions. SQL Server Management knowledge and experience preferred but not required. Requirements: College degree with a major in Accounting, Finance, Management Information Systems or related field. Minimum GPA of 3.0. One or two years of relevant work experience required. Proactive, resourceful, strong work ethic, team player. Ability to manage and reorganize competing priorities. Excellent communication skills, both written and verbal. Knowledge of Private Equity, Investran, ServiceNow, and/or eFront Applications is preferred.
    $74k-108k yearly est. 5d ago
  • Technical Business Analyst

    CTC 4.6company rating

    Dallas, TX job

    Primary responsibilities of the Technical Business Analyst include overall coordination and follow up of requirements gathering for Data Management related projects, writing Business Requirements as needed for Agile projects, along with assisting in writing Technical Design and Data Lineage Documents. This candidate will also be responsible for tracking the progress of projects and related tasks, which will include tracking follow-ups from meetings and scrums, assessing the status of related JIRA tasks and coordinating planned releases. Responsibilities Liaison between business users and technical team Schedule business requirements sessions, document meeting minutes and track follow-ups Write Business Requirement Documents Assist with Technical Design and Data Lineage Documents Ensure Technical Design addresses the Business Requirements Effectively track the progress across projects and ensure business requirements are being followed Coordinate planned releases and send out release announcements Assist in creating, tracking and following up on JIRA tickets Conduct Stakeholder Interviews and facilitate meetings for requirements elicitation Ability to work in a team-oriented, fast-paced agile environment managing multiple Qualifications 4+ years working as a Technical BA 4+ years working on Agile projects 2-4+ years of SQL experience (Oracle and SQL Server, MongoDB a plus) 4+ years of Data Analysis/Trouble shooting 4+ years writing Business Requirement, Technical Design and Data Lineage Documents Ability to interpret business requirements into technical requirements Strong Meeting Facilitator Must be able to multi-task effectively Great organizational skills Excellent communication skills
    $70k-100k yearly est. 1d ago
  • Client Relationship Specialist - Plano, TX

    Charles Schwab 4.8company rating

    Plano, TX job

    Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 63 license is required (may be obtained under a condition of employment) Notary preferred Minimum 12 months in a client service industry Basic understanding of brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to manage multiple client situations, needs and inquiries simultaneously Need be able to build and maintain good cross enterprise working relationships 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
    $52k-67k yearly est. 1d ago
  • Sr Data Analyst

    CTC 4.6company rating

    Dallas, TX job

    Primary responsibilities of the Senior Data Analyst include supporting and analyzing data anomalies for multiple environments including but not limited to Data Warehouse, ODS, Data Replication/ETL Data Management initiatives. The candidate will be in a supporting role and will work closely with Business, DBA, ETL and Data Management team providing analysis and support for complex Data related initiatives. This individual will also be responsible for assisting in initial setup and on-going documentation/configuration related to Data Governance and Master Data Management solutions. This candidate must have a passion for data, along with good SQL, analytical and communication skills. Responsibilities Investigate and Analyze data anomalies and data issues reported by Business Work with ETL, Replication and DBA teams to determine data transformations, data movement and derivations and document accordingly Work with support teams to ensure consistent and pro-active support methodologies are adhered to for all aspects of data movements and data transformations Assist in break fix and production validation as it relates to data derivations, replication and structures Assist in configuration and on-going setup of Data Virtualization and Master Data Management tools Assist in keeping documentation up to date as it relates to Data Standardization definitions, Data Dictionary and Data Lineage Gather information from various Sources and interpret Patterns and Trends Ability to work in a team-oriented, fast-paced agile environment managing multiple priorities Qualifications 4+ years of SQL experience working in OLTP, Data Warehouse and Big Data databases 4+ years of experience working with Exadata and SQL Server databases 4+ years in a Data Analyst role Strong attention to Detail 2+ years writing medium to complex stored procedures a plus Ability to collaborate effectively and work as part of a team Extensive background in writing complex queries Extensive working knowledge of all aspects of Data Movement and Processing, including ETL, API, OLAP and best practices for data tracking Good Communication skills Self-Motivated Works well in a team environment Denodo Experience a plus Master Data Management a plus Big Data Experience a plus (Hadoop, MongoDB) Postgres and Cloud Experience a plus
    $75k-100k yearly est. 1d ago
  • Benefits Advisor (Mid-Level) - Health & Wellness

    USAA 4.7company rating

    Plano, TX job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Benefits Advisor (Mid-Level), specializing in Health & Wellness, you will play a vital role in supporting the well-being of our employees and their families. You will be responsible for managing key benefits programs, ensuring compliance, and promoting a culture of health and wellness across USAA. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Program and vendor management for the vision and dental plans. Subject matter expert for the wellness and fitness reimbursement programs. Oversee family building program. Responsible for onsite events such as the 5k across all campuses as well as the onsite biometric screenings. Coordinate efforts to ensure HIPAA processes and controls meet standard to include monitoring the HIPAA training audience to verify the appropriate parties receive periodic training as well as work with compliance, privacy and learning teams to ensure HIPAA training curriculum is reviewed annually. Applies proficient knowledge to provide guidance in the design, development, implementation, assessment and administration of benefit plans, programs, and services. Supports the daily management of programs, regulatory compliance, contract compliance and contracted suppliers. Researches and analyzes organizational trends, market data, and industry practices to identify root causes and address benefit issues to resolve efficient solutions. Assists with raised issues on benefit programs. Ensures vendors and benefit programs are integration and alignment with the Total Rewards philosophy. Assesses supplier performance and contracts meet appropriate service levels to employees and plan participants. Collaborates with the stakeholders to evaluate and modify objectives for employee benefit programs. Evaluates the efficiency and impact of changes for benefits programs and initiatives. Ensures legal compliance of regulations applying to assigned benefit programs and assesses the legal and regulatory environment that may impact current and/or future employee benefit offerings. Researches and analyzes changes and improvements to programs to maintain compliance with federal regulations. Assists with benefit projects and initiatives and serves on cross functional teams. Coordinates with key team members on the development and implementation of systems and processes which support benefit projects and initiatives. Implements the communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources. Researches and analyzes measures to ensure costs are minimized and efficiencies are realized and analyzes financial impacts to programs to minimize financial exposure. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, experience in benefits supplier management, plan design, requirements development, program implementation, strategic communications, regulatory compliance, day-to-day administration and operations. Experience leading and/or running projects/programs. Working knowledge of data analysis tools and techniques. Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs. Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to sensitive inquires and complaints. Working knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans. Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA. Compensation range: The salary range for this position is: $77,120.00 - $147,390.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $77.1k-147.4k yearly Auto-Apply 4d ago
  • Associate - Modeling Analytics

    Jpmorgan Chase & Co 4.8company rating

    Plano, TX job

    JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment. Job Responsibilities * Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations * Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives * Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement * Create and present forecasts to senior management with a clear storyline and data support * Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business * Be a self-motivated individual with the ability to work on multiple projects with limited guidance * Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR Required qualifications, capabilities, and skills * Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required. * Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting. * Minimum 3 years of related analytical experience. * Strong knowledge of Python, SAS, SQL, and MS Office required. * Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas. * Excellent oral and written communication and presentation skills. Preferred qualifications, capabilities, and skills * Advanced degree is preferred. * Strong P&L knowledge and understanding of drivers of profitability. * Knowledge of CCAR (Stress Testing) and CECL process
    $97k-119k yearly est. Auto-Apply 18d ago
  • Talent Acquisition Partner (Mid-Level)

    USAA 4.7company rating

    Plano, TX job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Talent Acquisition Partner (Mid-Level), you will be instrumental in shaping USAA's talent acquisition strategy by fostering and maintaining exceptional relationships with hiring leaders, prospective candidates, internal partners, and third-party vendors. Your main focus will be on delivering a superior experience for both candidates and our clients (hiring leaders), ensuring every interaction reflects USAA's commitment to excellence. You will proactively develop and recommend innovative recruiting strategies to identify and attract a diverse pipeline of top talent, championing a positive and engaging experience throughout the entire hiring journey by managing the full cycle recruiting process. This includes everything from sourcing candidates to screening, interviewing, and extending offers. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the Plano, Texas office location. Relocation assistance is not available for this position. What you'll do: Identifies and builds community partnerships to generate candidates in alignment with the organization's hiring and program objectives. Develops and implements creative sourcing strategies to proactively identify candidates and assemble pipeline of talent for open positions. Performs full life cycle recruiting applying various recruitment methods. Partners with internal and external partners to establish community networks and relationships in support of our military, diversity and college hiring requirements with minimal direction. Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and maintains compliance with all Federal, State and Regulatory requirements. Employing defined job descriptions, develops compelling job posting descriptions to attract talent and strives to differentiate USAA from our competitors. Keeps candidates continually advised with high-touch communication throughout the entire hiring process Negotiates salary per job requisition within approved range maintaining a fiduciary responsibility to the company. Forecasts and handles talent pool size to fulfill workforce plans and hiring objectives. Collaborates with hiring leaders and/or coworkers through the recruiting process while maintaining compliance within external and internal regulatory agencies. Builds candidate pools to meet hiring requirements through leveraging their technical expertise to identify sourcing and networking strategies and tools. Consults with hiring leaders and internal partners to proactively identify strategies to understand business requirements and meet hiring requirements. Serves as a resource to team members. Applies knowledge of relevant human resources discipline(s), specifically employment law, policy and procedures. Ensures risks associated with business activities are successfully identified, measured, assessed, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of progressive work experience in staffing, general human resources, and/or account relationship management, to include knowledge of applicable employment laws. Demonstrates understanding of recruiting methods and standard methodologies. Knowledge of applicable policies and federal, state, and local employment laws and regulations. Demonstrates knowledge and application of effective screening and interviewing techniques. Proficient knowledge and use of Microsoft Office products and other software to support sourcing tools and techniques. What sets you apart: At least 1 year of experience with full-cycle recruiting for Banking, Property and Casualty, Life and/or Agency lines of business. At least 2 year of experience building and implementing innovative sourcing strategies using a variety of tools and platforms including Applicant Tracking Systems (ATS) and Candidate Relationship Management (CRM) systems. At least 1 year of experience using AI-powered recruiting tools to improve sourcing and screening efforts. Use of data and analytics and reporting tools to track key recruiting metrics and advise decision-making. Experience with the Workday Recruiting module. Certification in recruiting or human resources (e.g., PHR, SHRM-CP, AIRS CIR). Compensation range: The salary range for this position is: $85,040.00 - $162,550.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $85k-162.6k yearly Auto-Apply 4d ago
  • Kubernetes Engineer

    Tata Consultancy Services 4.3company rating

    Plano, TX job

    Hands on experience of Kubernetes engineering and development. Minimum 5-7+ years of experience in working with hybrid Infra architectures Experience in analyzing the architecture of On Prem Infrastructure for Applications (Network, Storage, Processing, Backup/DR etc). Strong understanding of Infrastructure capacity planning, monitoring, upgrades, IaaC automations using Terraform, Ansible, CICD using Jenkins/Github Actions. Experience working with engineering teams to define best practices and processes as appropriate to support the entire infrastructure lifecycle - Plan, Build, Deploy, and Operate such as automate lifecycle activities - self-service, orchestration and provisioning, configuration management. Experience working with engineering teams to define best practices and processes as appropriate to support the entire infrastructure lifecycle - Plan, Build, Deploy, and Operate such as automate lifecycle activities - self-service, orchestration and provisioning, configuration management. Experience defining infrastructure direction. Drive continuous improvement including design, and standardization of process and methodologies. Experience assessing feasibility, complexity and scope of new capabilities and solutions Base Salary Range: $100,000 - $110,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
    $100k-110k yearly 3d ago
  • General Application

    Tolleson Wealth Management 4.2company rating

    Tolleson Wealth Management job in Dallas, TX

    Job Description This posting is for General Applications. Must consent to and have favorable consumer report, background check and drug/alcohol test #LI-DNP NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer
    $26k-39k yearly est. 8d ago
  • Facilitator I - Mid Level (Life Company)

    USAA 4.7company rating

    Plano, TX job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Ready to make an impact? The USAA Life Company Learning & Development team is on the hunt for a Facilitator I who thrives on inspiring others and driving performance excellence. If you love blending sales savvy, exceptional service skills, and a passion for teaching and leadership, this is your chance to shine! In this role, you'll: Lead dynamic learning experiences that empower our member-contact employees to deliver world-class service and sales. Bring innovation to the classroom, using creative approaches and adult learning principles to make training stick. Collaborate with a team of trailblazers, shaping the future of learning at USAA Life Company. As a Facilitator I for Life Company, you'll facilitate and deliver training programs to attain learning objectives and meet learners' needs. Facilitate learning on a variety of subjects including complex technical acumen, customer service skills and USAA culture. Support facilitation of programs that foster employee growth. Facilitated learning can take place in person or via virtual environment. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: Tampa, FL or Plano, TX. Relocation assistance is not available for this position. What you'll do: Facilitates learning discussions, learning activities, coaching, and small group interactions. Facilitates and instructs employees in multiple learning environments including classrooms, labs, and virtual capabilities. Researches learner performance problems, determines underlying causes and provides feedback to improve performance. Collaborates with peers, customers, management and Instructional Design and Development on business initiatives, development of curriculum and learning solutions. Maintains business and learning skills/acumen through skills update and professional development. Identifies needed course maintenance, makes recommendations for process improvements and completes course revisions as appropriate. Maintains accountability for performance results and learning solution effectiveness. May play role of Producer for virtual courses as a learning opportunity for courses not yet fully qualified to facilitate. May provide support, including coordinating logistics, for other Facilitators. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years facilitator/instructional experience to include business relevant training, teaching, coaching, training design, development, facilitation and/or learning deployment; or progressive operational experience with a concentration on teaching/training/coaching. Excellent written and oral communication skills. Demonstrated ability to lead and manage teams, facilitate training, and provide one-on-one coaching. Proficient knowledge of Microsoft Office Products (Excel, Word, PowerPoint). Knowledge of learning theories, adult learning principles and instructional design model. Experience with Virtual Technology and ability to deliver training remotely. Current FINRA Series 7 and/or attainment within 90 days of job entry. Current Life/Health License and/or attainment within 90 days of job entry. What sets you apart: Current FINRA Series 7. Current FINRA Series 63 and/or attainment within 90 days of job entry. Current Life/Health license. 3+ years of facilitation experience in financial services, insurance, or related industries. Sales & Service Acumen: Experience in consultative sales and delivering exceptional customer service in a regulated environment. Life Insurance & Financial Services Knowledge: Understanding of life insurance products, annuities, and related concepts to connect training to business outcomes. Facilitation Expertise: Proven ability to deliver engaging, interactive classroom and virtual sessions using adult learning principles. Technology Proficiency: Skilled in virtual training platforms (WebEx, Zoom, MS Teams) and Learning Management Systems (LMS). Coaching & Feedback Skills: Ability to assess learner performance and provide actionable feedback to improve results. Compensation range: The salary range for this position is: $69,920 - $133,620. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $69.9k-133.6k yearly Auto-Apply 5d ago
  • Program Manager- (Bank Channel)

    Paymentus 4.5company rating

    Addison, TX job

    We are seeking a highly organized, detail-oriented, and dynamic Program Manager to manage the critical communication and coordination for all software implementations related to our banking partnerships. This role is the central point of contact, acting as a crucial bridge between our internal technical and business teams and our external banking partners. You will ensure seamless, timely, and successful execution of all software deployments, upgrades, and integrations, from initial planning through post-implementation review. Key Responsibilities External Partnership Management Primary Point of Contact: Serve as the main liaison for all implementation-related activities with assigned banking partners. Requirements Gathering & Documentation: Collaborate with banking partner stakeholders to define, document, and validate business and technical requirements for new software implementations and feature deployments. Communication Flow: Establish and maintain a clear, consistent, and proactive communication rhythm (including status updates, risk alerts, and milestone confirmations) with external stakeholders and executives. Issue Resolution: Manage, track, and escalate implementation issues, risks, and changes on behalf of the banking partner, driving them to internal resolution. Documentation & Sign-off: Coordinate the delivery of necessary external documentation (e.g., technical specifications, user guides) and secure formal approvals or sign-offs at critical project phases. Internal Coordination & Project Oversight Cross-Functional Liaison: Act as the voice of the partner internally, translating external needs and technical specifications for internal teams, including Product Management, Software Development, Quality Assurance (QA), and Operations. Implementation Scheduling: Work with internal project managers and technical leads to develop and manage detailed implementation timelines and resource allocation plans. Status Reporting: Generate and distribute comprehensive internal status reports, highlighting project health, key milestones achieved, and potential roadblocks to management and executive teams. Testing Coordination: Facilitate User Acceptance Testing (UAT) with banking partners and internal QA teams, ensuring all reported issues are addressed prior to go-live. Handover & Support: Coordinate the smooth transition of the implemented software and partnership to our dedicated post-implementation support and relationship management teams. Qualifications Required Experience: Minimum of 8 years of experience in a Project Management, Technical Account Management, Business Analyst, or Implementation Specialist role, preferably within the FinTech or Banking/Financial Services industry. Technical Acumen: Proven ability to understand and discuss technical concepts (e.g., APIs, system integration, software deployment lifecycles) and translate them into non-technical business implications. Communication Skills: Exceptional verbal and written communication, presentation, and negotiation skills, with the ability to effectively communicate with both technical teams and executive-level external partners. Organizational Skills: High proficiency in project management methodologies and tools with a demonstrated ability to manage multiple complex implementations simultaneously. EEO Statement Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. Reasonable Accommodation Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others. An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.
    $68k-114k yearly est. 4d ago
  • 2026 JPMorganChase Fellowship Program- Commercial & Investment Bank - Risk Management Track

    Jpmorgan Chase & Co 4.8company rating

    Plano, TX job

    JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: New York, NY Plano, TX Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Risk Management Track The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include: * Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators. * Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis. * Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders. Additional information about Risk Functions within JPMorganChase: * Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX * Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $136k-223k yearly est. Auto-Apply 10d ago
  • Application Security Analyst

    CTC 4.6company rating

    Plano, TX job

    Bachelor's degree in Computer Science, Cybersecurity, or related field. 3+ years of experience in DevOps, Security Engineering, or related roles. 2-3 years of security experience. Overall, 6 years Strong understanding of CI/CD tools (e.g., Jenkins, Harness). Development knowledge on Java, Python, .Net, etc Experience with security tools (e.g., Veracode, GHAS, Orca). Proficiency in scripting languages (e.g., Python, Bash). Familiarity with containerization and orchestration (Docker, Kubernetes). Knowledge of cloud platforms (AWS, Azure, GCP) and their security features. Understanding of secure coding practices and application security principles. Knowledge of Infrastructure as Code (Terraform, Ansible).
    $84k-132k yearly est. 5d ago
  • Webmethods Developer

    Tata Consultancy Services 4.3company rating

    Plano, TX job

    Role: Webmethods Developer Must Have Technical/Functional Skills Primary Skill: webmethods Secondary: Java Experience: Minimum 10 years Roles & Responsibilities Experience developing service integration solutions using Web Method 8+ year experience in Angular and Middleware Service development Good understanding of Design Patterns and design thinking. Able to apply while developing technical solutions Familiarity with SOAP and REST Web Services and related technologies (JAX-WS, JAX-RS, XML Technologies). Web Services Design and development experience as a service provider. Strong communication/interpersonal skills both written and verbal and the ability to quickly form meaningful working partnerships. Works well under pressure. Manage multiple priorities, be proactive, and deliver quality results under aggressive deadlines. Self-starter, good aptitude, Problem Solver and someone who is open to learning new technologies and comes with strong analytical Experience with Agile development and tool set like Jira and Jenkins Experience with Integration technologies like Kafka and Web Sphere. Interested candidates please share me your updated resume to *******************
    $71k-83k yearly est. 2d ago
  • Fraud Analyst I

    Third Coast Bank 4.1company rating

    Dallas, TX job

    The position is responsible for identifying areas of concern and creating workflows/ reports to mitigate fraud. Must be able to work with outside resources and internal partners on an ongoing basis. Must have a minimum of 2 years in bank fraud. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Must have advanced computer skills * Must have excellent organizational skills * Must have excellent communication skills * Will have regular communication with Bank attorney, bank officers, bank customers and management. * Fraud Analyst is responsible for the following tasks: * Must have 2 years of bank fraud knowledge. * Must have extensive knowledge of fraud typologies. * Handle inbound calls and outbound calls regarding usual or suspicious activity. * Must be able to review fraud reported internally and through our transaction monitoring system. * Must be able to communicate and collaborate with internal partners on fraud identifications and mitigations. * Must be able to work under pressure. * Must be able to communicate with bank clients regarding potential and actual fraud perpetrated on their account and how to avoid fraud in the future. * Must have or be willing to obtain certifications in Fraud. * Performs all other duties as assigned. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: Travel is expected for this position. Education and Experience: * Bachelor's degree preferred; minimum of two (2) years banking/bank fraud experience, related experience and/or training; or the equivalent combination of education and experience. Work-related experience should consist of a financial institution background. Educational experience, through in-house training sessions, formal school, or financial industry related curriculum, should be business or financial industry related. * Experience in branch operation activities, terminology and products and services. * Knowledge of Windows, Microsoft Office, Internet access or the equivalent is required. * Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. * Advanced Computer skills including Word, Excel and Power Point as well as other software used by the bank * Intermediate typing skills to meet production needs of the position. * Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees. * Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations. * Effective organizational and time management skills. * Ability to handle multiple tasks simultaneously in a diverse and growth-oriented environment. * Ability to work without supervision while performing duties. * Current driver's license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities.
    $25k-38k yearly est. 3d ago

Learn more about Tolleson Wealth Management jobs

Most common locations at Tolleson Wealth Management