Trust Officer remote jobs

Senior Trust Officer (Hybrid)- Full Time What you'll do: · Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument. · On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms. · Apply principals of the Nevada Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts. · Effectively establish and manage client relationships through interaction with grantors and beneficiaries. · Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval. · Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts. · Establish and maintain relationships with attorneys, CPA's and other professional advisors to assure clients receive quality service and to enhance business development opportunities. Other duties as required. Experience you'll need: · Bachelor's degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable). - Additional certification (i.e. JD /MBA/CTFA/CFP/CPA) is strongly preferred. · 8+ years of trust administration or planning experience with a focus on exemplary customer service for high net-worth clients ($1MM+ level clientele). · Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures strongly preferred. · Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions. · Strong preference for previous experience with ClientPoint, TrustDesk and/or OneSource. Benefits: · Medical, dental and vision coverage · Basic life and long-term disability insurance · 401(K) with company matching · Parking (or public transportation reimbursement) · 4 weeks paid time off (annual accrual) · 9 paid holidays + 2 paid floating holidays · Opportunity for growth within the company -it has a HYBRID office/remote schedule. It is NOT 100% remote, and employees are expected to report to the Reno office on a regular basis. This is a new position due to company growth.

Job Title: Trust Officer/Sr. Trust Officer Hiring Salary Range: $125,000 - $155,000 annually Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our Trust Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: A people-first culture grounded in inclusion and excellence Deep community involvement and local reinvestment A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service No-Compromise Approach - we help clients get to "yes" Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview Under the supervision of the Vice President of Trust Services, the Trust Officer/Sr. Trust Officer administers personal trust accounts, agency accounts, large estate settlements and more. Accounts may contain diverse assets including real estate, closely held stock and partnerships. Role and Responsibilities Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business. Complete all necessary regulatory reporting regarding Trust accounts including but not limited to Reg. 9 Compliance Services monitoring. Understand the nuances of the discretionary review process and participate in such evaluations. Monitor trust operations and accounting activities to ensure that all necessary reports, documents, etc. are processed to facilitate client services Maintain documentation of services, procedures, and ongoing written communications with client as appropriate in managing daily activity Ensure accurate set up and review of fees Develop a clear understanding of client needs behind service requests and communicate with service partners May directly manage and/or supervise the work of Trust Officers and/or Trust Administration Associates. Serve as a resource for other areas of the Bank with regard to Trust & Fiduciary issues as they may arise. Collaborate with private bankers, retail associates & commercial lenders to deepen existing client relationships and identify new opportunities. Contribute to the fostering of a strong team-oriented positive culture; provide expertise and skill development support to other members of the team. Identify and escalate opportunities for process improvement. Generate new business for Trust Services. Generate new trust and estate relationships, attend estate planning council meetings and various bank client events Minimum Qualifications Minimum of 7 years in trust industry BS/BA degree from accredited college or university CTFA or CFP designation preferred Broad knowledge of and experience in trust administration, investments, real estate, fiduciary tax and trust law Computer literate Demonstrates cross-selling skills Strong verbal, written and interpersonal skills Flexible to travel different branches in the bay area and work remotely What Makes Fremont Bank Associates Thrive? Team Players who go above and beyond to support their colleagues Action-Oriented professionals who challenge the status quo and seek improvement Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness Medical, dental, and vision insurance Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement Employee Stock Ownership Plan (ESOP) 401(k) with employer match Performance-based bonuses or incentives Work-Life & Perks Paid holidays, vacation, sick time, and parental leave Free personal checking and savings accounts Home loan rate discounts Tuition reimbursement and professional development resources On-site gym and discounted health club memberships Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $125,000 - $155,000 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Piper Companies is currently looking for an experienced Personal Trust Officer in Wilmington, DE, for a leading financial company that has been providing trust, custody, and administration services for more than 40 years. This will be a hybrid remote position. Responsibilities for the Personal Trust Officer * Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management * Review of all accounts to ensure proper categorization of cash (principal and income), cost basis, tax reporting, and all other aspects of each trust. * Interact with Financial Advisors and clients in defining goals and objectives, working along with the Investment Officer to establish the appropriate asset allocation and review and approve portfolio changes in trusts involving more complex situations or complex assets. Qualifications for the Personal Trust Officer * 5-7 years of personal trust administration experience. CTFA preferred. * Demonstrate efficiency and flexibility in performing detailed transactional tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Provide efficient service to internal partners and external clients. * Partner with other functional areas to accomplish objectives. * Attend details while maintaining a big-picture orientation. * Understanding of various types of investments and strategies. * Interpret and apply policies and identify and recommend changes as appropriate. * Work with minimal oversight, make non-routine decisions, and bring complex problems to management for guidance. * Communicate effectively, both orally and in writing, with all organizational levels. * Active involvement in related professional organizations. * Bachelor's degree in finance or accounting, or equivalent experience. Compensation for the Personal Trust Officer * 100K-$150K * Bonus eligibility * Hybrid work schedule Keywords * Trust Officer, Wilmington, DE, Delaware, Finance, Comprehensive Benefits Package, Health, Vision, Dental #LI-ONSITE #LI-DF1

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! Senior Workout Officer - Must have Commercial Real Estate Workout experience. Essential Duties & Responsibilities Portfolio Management * Manage a portfolio of mid- to high-complexity distressed commercial real estate loans, focusing on rent-regulated multifamily assets in NYC. * Evaluate collateral performance, borrower financials, and guarantor support to identify risks and recommend appropriate workout strategies. * Develop and execute resolution plans including loan modifications, forbearances, restructurings, the pursuit of various remedies. * Monitor ongoing borrower compliance, property performance, and loan covenant adherence. Commercial Loan Documentation * Review, interpret, and negotiate commercial loan documents, including notes, mortgages, guarantees, intercreditor agreements, and forbearance or modification agreements. * Partner with internal and external counsel to ensure documentation accuracy and adherence to internal credit and regulatory standards. * Identify legal and structural issues that could impact collateral recovery or enforceability. Underwriting & Financial Analysis * Conduct comprehensive underwriting of rent-regulated multifamily properties, including evaluation of rent rolls, regulatory compliance, operating statements, capital needs, and market dynamics. * Perform financial modeling, collateral valuations, and risk assessments to support loan resolution recommendations. * Prepare and present detailed credit memoranda and action plans to management and credit committees. Negotiation & Relationship Management * Lead negotiations with institutional borrowers, sponsors, investors, and legal representatives to achieve balanced, risk-mitigated outcomes. * Maintain initiative-taking and professional communication with borrowers and internal stakeholders throughout the workout process. Foreclosure & REO Oversight * Oversee and manage judicial foreclosure processes, coordinating with counsel to ensure compliance with state laws and procedural requirements. * Manage Real Estate Owned (REO) assets post-foreclosure, including stabilization, valuation, and disposition. * Collaborate with internal Real Estate and Asset Management teams to optimize recovery and minimize holding costs. Compliance, Policy, and Regulatory Adherence * Ensure all actions comply with internal policies, risk management frameworks, and regulatory requirements. * Maintain thorough loan files, workout documentation, and regulatory reporting consistent with audit and examination standards. * Demonstrate a strong understanding of credit policy and ensure all recommendations and actions are appropriately supported and documented. Core Competencies * Credit & Risk Acumen - Evaluates credit scenarios with sound judgment and risk awareness. * Regulatory & Policy Adherence - Demonstrates thorough understanding of banking regulations and internal governance standards. * Negotiation & Influence - Effectively negotiates with institutional counterparties to achieve optimal outcomes. * Execution & Accountability - Drives timely and accurate resolution of distressed assets within established frameworks. * Collaboration - Works effectively across Credit, Legal, Compliance, and Real Estate teams to support portfolio performance. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications * Education: bachelor's degree in finance, Real Estate, Accounting, or related field required; MBA or relevant graduate degree preferred. * Experience: * Minimum 9+ years of experience in commercial real estate workouts, special assets, or credit risk management within a regulated financial institution. * Proven experience reviewing and negotiating commercial loan documentation and complex legal structures. * Background in underwriting and managing rent-regulated multifamily properties in New York City. * Demonstrated ability to negotiate with institutional clients and structure loan modifications or settlements. * Direct experience with judicial foreclosures, receiverships, and REO management. * Skills & Competencies: * Understanding of NYC rent regulation and multifamily market dynamics. * Strong analytical, financial modeling, and valuation skills. * Excellent written and verbal communication, negotiation, and presentation skills. * Ability to interpret and apply internal policies, regulatory standards, and legal documentation. * Proficiency with Microsoft Excel, Word, PowerPoint, and loan servicing or risk management systems. It Would Be Nice for You to Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. Pays: $165k with $30k targeted annual bonus What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $90,000.00 USD Maximum: $165,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

As a Trust Officer, you'll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You'll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You'll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and client relationship reviews. Positions available in Orlando, South Miami, and Ponte Vedra FL. What You'll Do * Trust Administration: Manage trust accounts in accordance with legal, regulatory, and fiduciary standards. * Distributions: Ensure timely and accurate income and principal distributions to beneficiaries. * Risk Management: Identify and mitigate risks associated with trust administration. * Client Engagement: Communicate trust provisions clearly and help clients align trust strategies with their financial goals. * Documentation: Maintain comprehensive records of trust transactions, correspondence, and legal documents. * Professional Collaboration: Partner with legal, tax, and other professionals to manage complex trust accounts. * Compliance: Ensure adherence to all applicable laws, regulations, and internal policies. * Teamwork: Collaborate with Wealth team members and internal partners to deliver a seamless client experience. * Business Development: Build a network of internal and external contacts to attract new client relationships. * Industry Awareness: Stay current on legal and regulatory developments impacting trust administration. * Growth & Visibility: Participate in community events to enhance visibility and attract prospects. Requirements For Success * Experience & Education * Bachelor's degree in a business-related field or equivalent experience. * 5+ years of experience in trust administration. * Proven success in building and maintaining client relationships. * Experience settling estates and managing unique assets. * Skills & Competencies * Strong knowledge of trust and estate laws, tax regulations, and fiduciary responsibilities. * Ability to work independently and collaboratively within a team. * Excellent interpersonal skills and professional presence. * Strong analytical, verbal, and written communication skills. * Preferred Qualifications * Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility, including evenings and weekends as needed. FLSA Status: * Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

About MOSERS MOSERS has been named one of the Best Places to Work in Money Management by Pension & Investment magazine. MOSERS investment program is responsible for managing a $10 billion portfolio held in trust for the payment of pension benefits to members. MOSERS portfolio has a sophisticated asset allocation utilizing explicit leverage. Visit the Investmentspage on our website for more information regarding MOSERS investment program.MOSERS offers competitive compensation in terms of base pay and benefits. Base pay is just one part of the total compensation we offer our employees. Clickhere to learn more about our valuable benefits package which includes financial support toobtain certifications such as the CFA and CAIA as well as a tuition reimbursement program. What Youll Do The primary responsibilities of this position is to assist in the management of the new private real asset portfolio including conducting research, due diligence, and modeling for prospective and existing real asset managers; and providing oversight of external manager relationships within this portfolio. This position works in our office in Jefferson City, Missouri. How You'll Spend Your Time Oversees external manager relationships. Duties will include daily monitoring of assigned managers and conducting due diligence meetings and writing reports to document current thoughts. Leads the manager hiring and termination process for assigned asset classes to comply with MOSERS governance policies. Leads asset class meetings to inform the group about current market conditions, current positioning, manager performance and research projects. Produces research on markets and sub-class allocations for use in asset allocation decisions. Recommends and implements strategic, value-added allocations across assigned asset classes. Reads, understands, and contributes to legal documents and account reviews. Tracks external research sources including interacting with senior research/portfolio management professionals in the investment management and investment banking industries to provide useful insight into markets and investment opportunities. Works with the internal risk team, investment managers, and software vendors to ensure the quality of the data in the risk measurement and custodian systems. Develops and runs reports in investment statistical software systems for use by the team in the investment decision making process. Maintains regular and reliable attendance. Performs other duties as needed or assigned. What we're looking for in the ideal candidate: Bachelors degree in business administration, economics, finance, or closely related field with 5 years of relevant institutional investment experience is desired. Masters degree is strongly preferred. Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst designation, progress toward it, or willingness to pursue it is strongly preferred. Requires an advanced knowledge of the investment markets, economic theories, investment principles and portfolio management. Requires strong abilities in interpreting statistical data and investment markets. Strong analytical and data analysis skills are required. Strong computer skills and a sound working knowledge of portfolio management systems are essential. Strong communication skills both written and verbal are required with experience making formal presentations preferred. Some out of state (possibly international) travel may be required for several days at a time and probably no more frequently than every other month. Ability to maintain regular and reliable attendance. Ability to maintain confidentiality. Ability to establish and maintain positive working relationships with MOSERS staff, members, outside vendors, and other customers. Ability to demonstrate integrity and high degree of ethics. What Youll Love About Us Our Team Our staff consistently ranks co-workers at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys Our Culture Our staff also ranks our leadership and our team culture highly on our surveys. Access to world class money managers Our balanced investment approach between performance and risk MOSERS commitment to funding and maintaining your CFA, CAIA, or other professional designations or educational degree. Knowing you are working to provide financial security for our members Competitive Pay Remote Work - Option to work from home on Fridays upon eligibility Our BenefitsMOSERS staff enjoy the same benefits as State of Missouri Employees, which include: Defined Benefit and Defined Contribution Pension Plans Health Insurance Vision Insurance Dental Insurance Life Insurance Long-Term Disability Insurance Cafeteria Plan Employee Assistance Program Paid Vacation and Sick Leave 13 Holidays Per Year Tuition Reimbursement Parental Leave If this job sounds like a fit for you, we look forward to reviewing your resume!To ensure consideration, apply by December 9, 2025,but the position will remain open until filled.

The Iowa Treasurer of State is seeking qualified candidates for a Treasury Investment Officer position. The Treasurer of State (TOS) acts as the State's banker for State agencies, and has unique responsibilities related to the investment of state funds, the state pension funds and cash management. Job Description The Investment Officer will assist the Cash Management and Investment Team in daily management and oversight of the State's cash management process and pension systems. This position will be responsible for compiling data for the daily cash desk, moving money as needed between financial institutions, preparing reports on investment activity, managing relationships with major financial institutions, assisting with the State's Lease-purchase and securities lending programs, and a variety of other duties related to cash managements and the State's pension systems. The Investment Officer will be responsible for bond administration for the state treasury which includes tracking bond proceeds, completing reporting and filing required reports with the MSRB. Opportunities involve networking and developing relationships with best-in-class investment firms, as well as access to the latest research and best ideas. Collaboration with the State Treasurer and members of the Cash Management and Investment Team provides mentorship and the successful candidate will be encouraged to seek out continuous improvement by deepening their knowledge in the arenas of public finance and state resource management (bonding). The successful candidate must possess a high degree of emotional intelligence, positive attitude, utilize a solution-driven approach to problem solving and understand the importance of maintaining positive working relationships with both internal staff and external service providers. The Investment Officer will need to be comfortable creating and presenting materials for review by the State Treasurer, Deputy Treasurers, state legislators and outside organizations such as the Peace Officers' Retirement System (PORS), Judicial Retirement System (JRS) and the Iowa Public Employee Retirement System (IPERS) Board. Enjoy the benefits of working for the State of Iowa Employer Highlights: The Iowa Treasurer's Office is a well-respected employer. We are focused on earning and maintaining the public's trust and confidence through providing excellent customer service, while offering a wonderful team atmosphere, work-life balance, free parking, and casual attire. We have a great total compensation package for all of our full-time employees, including: Iowa Public Employees' Retirement System (IPERS) * Retirement Investors Club (RIC) * Flexible Working Environment - Work from Home Opportunities Following Training Period * Health, Dental and Vision Insurance * Vacation Leave * Sick Leave * Paid Holidays (9 days/year) * Flexible Spending Accounts * Life Insurance * Long-Term Disability Insurance This is a non-merit position with the Iowa Treasurer of State. Candidates must follow the instructions in the "To Apply" section. Graduation from an accredited four-year college or university with major course work in accounting, finance, business administration or related field.

MOSERS has been named one of the Best Places to Work in Money Management by Pension & Investment magazine. MOSERS investment program is responsible for managing a $10 billion portfolio held in trust for the payment of pension benefits to members. MOSERS portfolio has a sophisticated asset allocation utilizing explicit leverage. Visit the Investments page on our website for more information regarding MOSERS investment program. MOSERS offers competitive compensation in terms of base pay and benefits. Base pay is just one part of the total compensation we offer our employees. Click here to learn more about our valuable benefits package which includes financial support to obtain certifications such as the CFA and CAIA as well as a tuition reimbursement program. What You'll Do The primary responsibilities of this position is to assist in the management of the new private real asset portfolio including conducting research, due diligence, and modeling for prospective and existing real asset managers; and providing oversight of external manager relationships within this portfolio. This position works in our office in Jefferson City, Missouri. How You'll Spend Your Time * Oversees external manager relationships. Duties will include daily monitoring of assigned managers and conducting due diligence meetings and writing reports to document current thoughts. * Leads the manager hiring and termination process for assigned asset classes to comply with MOSERS governance policies. * Leads asset class meetings to inform the group about current market conditions, current positioning, manager performance and research projects. * Produces research on markets and sub-class allocations for use in asset allocation decisions. * Recommends and implements strategic, value-added allocations across assigned asset classes. * Reads, understands, and contributes to legal documents and account reviews. * Tracks external research sources including interacting with senior research/portfolio management professionals in the investment management and investment banking industries to provide useful insight into markets and investment opportunities. * Works with the internal risk team, investment managers, and software vendors to ensure the quality of the data in the risk measurement and custodian systems. * Develops and runs reports in investment statistical software systems for use by the team in the investment decision making process. * Maintains regular and reliable attendance. * Performs other duties as needed or assigned. What we're looking for in the ideal candidate: * Bachelor's degree in business administration, economics, finance, or closely related field with 5 years of relevant institutional investment experience is desired. Master's degree is strongly preferred. * Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst designation, progress toward it, or willingness to pursue it is strongly preferred. * Requires an advanced knowledge of the investment markets, economic theories, investment principles and portfolio management. * Requires strong abilities in interpreting statistical data and investment markets. * Strong analytical and data analysis skills are required. * Strong computer skills and a sound working knowledge of portfolio management systems are essential. * Strong communication skills both written and verbal are required with experience making formal presentations preferred. * Some out of state (possibly international) travel may be required for several days at a time and probably no more frequently than every other month. * Ability to maintain regular and reliable attendance. * Ability to maintain confidentiality. * Ability to establish and maintain positive working relationships with MOSERS staff, members, outside vendors, and other customers. * Ability to demonstrate integrity and high degree of ethics. What You'll Love About Us * Our Team - Our staff consistently ranks "co-workers" at the top of their lists of things they love about MOSERS in our annual employee satisfaction and engagement surveys * Our Culture - Our staff also ranks our leadership and our "team" culture highly on our surveys. * Access to world class money managers * Our balanced investment approach between performance and risk * MOSERS commitment to funding and maintaining your CFA, CAIA, or other professional designations or educational degree. * Knowing you are working to provide financial security for our members * Competitive Pay * Remote Work - Option to work from home on Fridays upon eligibility * Our Benefits - MOSERS staff enjoy the same benefits as State of Missouri Employees, which include: * Defined Benefit and Defined Contribution Pension Plans * Health Insurance * Vision Insurance * Dental Insurance * Life Insurance * Long-Term Disability Insurance * Cafeteria Plan * Employee Assistance Program * Paid Vacation and Sick Leave * 13 Holidays Per Year * Tuition Reimbursement * Parental Leave If this job sounds like a fit for you, we look forward to reviewing your resume! To ensure consideration, apply by December 9, 2025, but the position will remain open until filled.

The Foundation We are the largest nonprofit fighting poverty, disease, and inequity around the world. Founded on a simple premise: people everywhere, regardless of identity or circumstances, should have the chance to live healthy, productive lives. We believe our employees should reflect the rich diversity of the global populations we aim to serve. We provide an exceptional benefits package to employees and their families which include comprehensive medical, dental, and vision coverage with no premiums, generous paid time off, paid family leave, foundation-paid retirement contribution, regional holidays, and opportunities to engage in several employee communities. As a workplace, we're committed to creating an environment for you to thrive both personally and professionally. The Team The mission of the Global Policy & Advocacy (GPA) division is to understand and shape the public policy debates affecting the foundation's work, build support for its major program and policy objectives, and develop partnerships and alliances that can advance the foundation's objectives nationally and globally. Because the foundation's resources alone are not enough to solve the challenges ahead, GPA also supports advocacy efforts to engage diverse stakeholders and promote innovative solutions that advance our program goals. We work in close partnership with grantees, our colleagues in the Global Health, Global Development, Global Growth & Opportunity, U.S. and Gender Equality programs and Foundation Communications to build the environment in which all people have the opportunity to lead healthy and productive lives. The North America Team (NAT) develops and executes policy, advocacy, communications, and government relations strategies to build political support and advance domestic and global programmatic priorities that are funded by, or executed within, the United States, Canada, and the United Nations. The application deadline for this role is October 26, 2025 at 11:59pm Pacific Tim e. Your Role The Senior Officer, Texas State Lead position leads the foundation's policy, advocacy and communications efforts and works to design, develop and help execute government relations strategies in support of the foundation's domestic priorities. Reporting to the Deputy Director, State and Local, you will be a key member of NAT's senior staff and provide strategic guidance and expertise to further our core mission in the U.S. of strengthening educational opportunities and improving economic mobility. Our ideal state lead is a creative problem solver, thoughtful and trusted partner, and intellectually curious government relations expert with a range of expertise to drive the work of diverse grantees. You will collaborate with colleagues using diplomacy and flexibility to help solve important issues in a dynamic environment. This is a remote based position located in Austin, Texas with an expectation of frequent on-site engagement at the state capitol, generally multiple times each week. Candidates must live within a commutable distance to the capital. What You'll Do Lead the development and execution of government relations strategies designed to advance the foundation's perspective on issues such as education data access and privacy, K-12 math, higher education degree completion and value, education finance, early learning and high school-to-postsecondary pathways. Engage regularly in-person in state Capitols to establish and sustain relationships with key decision-makers (i.e. legislators, agency/institutional heads) and cultivate policy champions (key business, community and philanthropic leaders) that support policy solutions that align with our priorities Liaise and collaborate regularly in-person with state-based advocates, influencers, advocacy organizations and other partners and stakeholders Track state budget development processes and assess implications of changes for foundation priorities Represent the foundation to key external constituencies including making speeches, attending conferences and other formal/informal meetings as necessary Coordinate opportunities to use foundation leadership voices in advocacy activities in coverage states Develop, implement and coordinate place-based advocacy strategies that support the adoption and scaling of K-12 education and Postsecondary education policy solutions Work with key internal stakeholders to provide innovative government relations solutions to sophisticated and challenging problems Assist Deputy Director and Director with the development, refinement and execution of high-impact, cross-team strategies. Collaborate with the NAT Policy and Finance Team to identify and adapt needed policy solutions to state policy contexts Operate effectively in a highly dynamic and matrixed environment; Guide preparation for regular updates to NAT, GPA and foundation leadership on the direction and progress of team strategies and investments based on agreed-upon goals and measurable outcomes; also, brief leadership as needed on broader trends and developments at the state and local level affecting our issues and policies in education and economic mobility. Update NAT, GPA, and U.S. Program leadership about political and policy trends within coverage states Operate effectively in a highly dynamic and matrixed environment Adapt effectively to change and maintain a positive attitude Prepare and manage investment portfolio, meeting all required milestones within the foundation's annual budget cycle, and ensure clear and consistent communications with the leadership of our grantees and vendors. Identify potential advocacy partners; assess their alignment with foundation priorities; evaluate their capacity to advocate; manage resulting policy, advocacy, and communications grants; and then assess their performance over time Create, review, and discuss funding proposals to ensure plans effectively and efficiently support and move program strategies forward towards impact. Your Experience Bachelor's degree or equivalent experience with 15+ years of state and/or local government relations experience. Must have at least 10 years' experience working in or closely with at least one of the following; state legislatures, governor's office and/or state education agencies (eg State Board of Education, State Education Agencies, Super Intendant Offices) or in established government relations firms or organizations. Established and proven leader in developing government relations strategies, designing and managing multifaceted projects and initiatives, and building strong partnerships around issues. Significant knowledge and experience developing government relations strategies in K-12 and higher education at the state and federal level. Demonstrated ability to develop written analysis and reports in response to internal requests as well as proactively around emerging priorities. Demonstrated success leading and managing change and cultivating strong cross-team relationships in a large, matrixed organization with a diverse array of internal stakeholders and external partners. Demonstrated expertise to manage, monitor, and evaluate grants. Agility to envision new ways to scale tools and solutions to complex and challenging problems. Outstanding writing and editing ability and excellent verbal communication and presentation skills. Strong initiative, analytical skills, organizational skills, and ability to work towards real results within and across teams while remaining adaptable and flexible in an environment with evolving priorities, tasks, and roles and responsibilities. *Must be able to legally work in the country where this position is located without visa sponsorship. The salary range for this role is $186,400 to $288,800 USD. As a mission-driven organization, we strive to balance competitive pay with our mission. New hire salaries are typically between the salary range minimum and the midpoint. Actual placement in the range will depend on a candidate's job-related skills, experience, and expertise, as evaluated during the interview process. #LI-BR1 Hiring Requirements As part of our standard hiring process for new employees, employment will be contingent upon successful completion of a background check. Candidate Accommodations If you require assistance due to a disability in the application or recruitment process, please submit a request here. Inclusion Statement We are dedicated to the belief that all lives have equal value. We strive for a global and cultural workplace that supports ever greater diversity, equity, and inclusion - of voices, ideas, and approaches - and we support this diversity through all our employment practices. All applicants and employees who are drawn to serve our mission will enjoy equality of opportunity and fair treatment without regard to race, color, age, religion, pregnancy, sex, sexual orientation, disability, gender identity, gender expression, national origin, genetic information, veteran status, marital status, and prior protected activity.

This is a remote role that may be hired in several markets across the United States. We are seeking an experienced third-party risk professional to report to the Director of Third-Party Risk Oversight (TPRO). This role is critical in implementing and advancing oversight of a robust Third-Party risk framework, ensuring alignment with regulatory requirements and corporate objectives. The ideal candidate will have a strong background in Third Party risk, Third Party resiliency, operational risk management, and data-driven reporting. This position requires strong initiative, strategic thinking, and collaboration skills to support risk management efforts across the company. This role has key responsibilities for implementing organizational change through the development and execution of the Enterprise Risk Management and Operational Risk Management frameworks. * Develops and prepares Third Party reporting, metrics, and data to enhance the identification and management of risk. * Executes monitoring activities and recommends enhancement of frameworks through innovative tools or processes. * Provide effective challenge of Operational Risk Events, Loss Monitoring, and Risk Acceptances. * Develops collaborative partnerships with internal departments, external auditors, regulatory agencies, and other stakeholders to enhance cross-functional risk management capabilities. * Builds influential relationships with senior management within business units and supports escalation to board committees. * Effectively support one or more of the following Third-Party Risk Oversight activities: * Oversight of Cyber Risk Events and Third-Party vulnerabilities. * Execution of Third- and Fourth-Party oversight through committees, councils and working groups. * Collaboration in the development of approaches for evolving risks such as Artificial Intelligence and Third-Party Resiliency. * Execution of reviews over New Products and Services involving Third Parties. * Facilitation of Regulatory and Internal Audit requests and exams. Responsibilities * Responsibilities: * Governance * Develop, implement, and maintain an effective Third-Party risk governance framework that aligns with regulatory and industry standards. * Assist in the monitoring and effective challenge of risk governance processes, ensuring consistent risk management practices. * Aid in routines associated with effective committee management and outcomes. * Risk Appetite and Framework * Maintain the management processes to support the ongoing reporting of and efficacy of the organization's operational risk appetite. * Ensure alignment between risk appetite and strategic goals, fostering a balanced approach to risk taking. * Collaborate with stakeholders to review and adjust risk appetite as needed, ensuring responsiveness to evolving internal and external conditions. * Risk Reporting * Design and deliver comprehensive risk reports, dashboards, and analytics for senior leadership and board-level reporting. * Enhance reporting capabilities to provide actionable insights into risk exposure, emerging risks, and key trends. * Establish and manage the processes to ensure data accuracy, consistency, and transparency in all risk-related reporting and communications. Qualifications Bachelor's Degree and 6 years of experience in Enterprise Risk or Operational Risk, and Project Management or Internal/External Consulting OR High School Diploma or GED and 10 years of experience in Enterprise Risk or Operational Risk, and Project Management or Internal/External Consulting Preferred Qualifications: * In-depth knowledge of Third-Party risk, risk appetite methodologies, and regulatory requirements. * Proven experience in risk reporting and analytics, with strong data interpretation and communication skills. * Background in Third Party resiliency or Third-Party cyber risks preferred. * Experience with building out new processes, documenting procedures and monitoring successful execution of activities. * Exceptional communication, collaboration, and strategic thinking abilities. * Strong understanding of the financial services industry, operational processes, and risk mitigation techniques. * Strategic thinking and ability to align risk practices with business objectives. * Excellent communication and presentation skills, with the ability to influence and engage peers and stakeholders. Strong analytical and critical thinking skills. This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. The base pay for this position is generally between $110,000.00 and $160,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

The Senior Underwriting (UW) Officer, Risk Management, will report to the Executive Underwriting Officer of Major Accounts Casualty. Major Accounts works with large and complex commercial risks to deliver Primary and Excess Casualty programs to these highly valued customers. You will focus on our Majors Risk Management portfolio, which services some of the largest companies in the U.S. The focus will be on Primary Casualty lines of business and Alternative Risk Transfer (ART) solutions, with close coordination with Excess Casualty teams. The Senior Underwriting Officer, Risk Management, will work with the leadership team, deliver technical expertise, and serve as the point of contact for the frontline underwriting teams for all questions, key decisions, or referrals. Responsibilities: Provides expert technical underwriting assistance and formal referral approval for multiple lines of business (auto, general liability, workers' compensation, ART) in Majors Risk Management. Interacts independently with field underwriters and directly with UW managers on all mandatory referral cases and voluntary consultation items. Ensures continuity and alignment between Primary and Excess Casualty placements. Supports Executive Underwriting Officer on transactions and serves as trusted advisor in the areas of exposure, coverage analysis, and key pricing/financial elements within their authority. Monitors frameworks for underwriting decisions (e.g., referrals, technical reviews) and recommends improvements, as needed. Evaluates portfolio performance regularly in Majors Risk Management, working with Underwriting Leaders to identify drivers of performance, risks, and opportunities. Drives UW technical excellence across Majors Risk Management, working with Underwriting Leaders to identify and resolve issues. Works with Underwriting Leaders to identify product and services enhancements, underwriter capability development opportunities (e.g., skills, tools), and elevates to Executive Underwriting Officer and Majors Chief Underwriting Officer. Models effective collaboration within/across teams, stakeholders and partners (e.g., UW Support, Claims, Actuarial, NA Product Teams). Qualifications Preparation, Training & Experience Expert-level knowledge of all aspects of coverage forms, exclusions, and exposure. Pricing, structure, rating, rating plans, loss forecasting, credit risk, market knowledge, preferred. Experience and working knowledge of Alternative Risk Transfer solutions, preferred. Advanced knowledge of and experience operating within several different industry segments experience with and knowledge of Risk Management programs key; insurance operations; claims, finance and actuarial concepts; regulatory environment; loss control/risk engineering; reinsurance; account management; product development; and industry trends. Must be a skilled collaborator who is willing to assess all sides of an issue, bring in others with expertise, and independently execute and advance the collaboration model. Other professional skills required include superior communication skills (written, verbal, presentation, listening); approachability; tact; coaching/development; analyzing and problem solving; relationship and service driven; clear solutions orientation and commitment to achieving segment operational and financial objectives; negotiation skills; and demonstrated ability to consistently and positively influence others both internally and externally (brokers/customers) as required. Bachelor`s degree, 10 or more years of relevant experience that includes underwriting, claims, reinsurance, coaching/developing others, working with brokers/agents and currency with market trends and developments. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

Senior Workout Officer - RemoteCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! Senior Workout Officer - Must have Commercial Real Estate Workout experience. Essential Duties & Responsibilities Portfolio Management Manage a portfolio of mid- to high-complexity distressed commercial real estate loans, focusing on rent-regulated multifamily assets in NYC. Evaluate collateral performance, borrower financials, and guarantor support to identify risks and recommend appropriate workout strategies. Develop and execute resolution plans including loan modifications, forbearances, restructurings, the pursuit of various remedies. Monitor ongoing borrower compliance, property performance, and loan covenant adherence. Commercial Loan Documentation Review, interpret, and negotiate commercial loan documents, including notes, mortgages, guarantees, intercreditor agreements, and forbearance or modification agreements. Partner with internal and external counsel to ensure documentation accuracy and adherence to internal credit and regulatory standards. Identify legal and structural issues that could impact collateral recovery or enforceability. Underwriting & Financial Analysis Conduct comprehensive underwriting of rent-regulated multifamily properties, including evaluation of rent rolls, regulatory compliance, operating statements, capital needs, and market dynamics. Perform financial modeling, collateral valuations, and risk assessments to support loan resolution recommendations. Prepare and present detailed credit memoranda and action plans to management and credit committees. Negotiation & Relationship Management Lead negotiations with institutional borrowers, sponsors, investors, and legal representatives to achieve balanced, risk-mitigated outcomes. Maintain initiative-taking and professional communication with borrowers and internal stakeholders throughout the workout process. Foreclosure & REO Oversight Oversee and manage judicial foreclosure processes, coordinating with counsel to ensure compliance with state laws and procedural requirements. Manage Real Estate Owned (REO) assets post-foreclosure, including stabilization, valuation, and disposition. Collaborate with internal Real Estate and Asset Management teams to optimize recovery and minimize holding costs. Compliance, Policy, and Regulatory Adherence Ensure all actions comply with internal policies, risk management frameworks, and regulatory requirements. Maintain thorough loan files, workout documentation, and regulatory reporting consistent with audit and examination standards. Demonstrate a strong understanding of credit policy and ensure all recommendations and actions are appropriately supported and documented. Core Competencies Credit & Risk Acumen - Evaluates credit scenarios with sound judgment and risk awareness. Regulatory & Policy Adherence - Demonstrates thorough understanding of banking regulations and internal governance standards. Negotiation & Influence - Effectively negotiates with institutional counterparties to achieve optimal outcomes. Execution & Accountability - Drives timely and accurate resolution of distressed assets within established frameworks. Collaboration - Works effectively across Credit, Legal, Compliance, and Real Estate teams to support portfolio performance. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications Education: bachelor's degree in finance, Real Estate, Accounting, or related field required; MBA or relevant graduate degree preferred. Experience: Minimum 9+ years of experience in commercial real estate workouts, special assets, or credit risk management within a regulated financial institution. Proven experience reviewing and negotiating commercial loan documentation and complex legal structures. Background in underwriting and managing rent-regulated multifamily properties in New York City. Demonstrated ability to negotiate with institutional clients and structure loan modifications or settlements. Direct experience with judicial foreclosures, receiverships, and REO management. Skills & Competencies: Understanding of NYC rent regulation and multifamily market dynamics. Strong analytical, financial modeling, and valuation skills. Excellent written and verbal communication, negotiation, and presentation skills. Ability to interpret and apply internal policies, regulatory standards, and legal documentation. Proficiency with Microsoft Excel, Word, PowerPoint, and loan servicing or risk management systems. It Would Be Nice for You to Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. Pays: $165k with $30k targeted annual bonus What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $90,000.00 USD Maximum: $165,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Outbound Investment Advisor (Phoenix, AZ or Remote) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As an Investment Advisor on the Outbound Team of our Engagement Center team, you'll demonstrate the value of our products, services, and reputation. By providing best-in-class financial advice and a personalized client experience, the results will be increased client happiness, referrals, repeat business, and asset retention. As the Investment Advisor, you will make outbound client calls and provide financial planning advice, build solutions to meet each client's needs. You will guide the client through financial planning principles as well as digital self-service tools and other resources. This team focuses on building our brand and client relationship with each interaction, offering high value for the services provided, and growing assets under management, while always putting client goals first. We are looking for someone who has a desire to help people and provide guidance to help our clients succeed financially. If you have the heart of a teacher, compassion, and the ability to convey our company's purpose, this may be the opportunity for you! Responsibilities: * Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. * Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives. * Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently. * Educates client on financial, investment, debt management, and retirement planning strategies * Works with high emotional intelligence, developing an unwavering environment of client trust. * Excels in a consistent, structured work environment. * Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful. Requirements: * Bachelor's degree required and/or equivalent level of professional work experience. * Possess the Series 65 or Series 66 securities license * Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity * Outstanding customer service experience * Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goals. Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $59,700-79,600. This role is also eligible for a quarterly performance based sales bonus. Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. 2024 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or *******************************. 1 The Barron's 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024. #LI-REMOTE

Senior Philanthropy Officer HOURS: Full Time 37.5 hrs/wk, Salaried As we expand our highly successful Development team, we seek a Senior Philanthropy Officer to help drive meaningful support for Planned Parenthood of Northern New England in New Hampshire. In this role, you'll connect with passionate donors and secure major gifts that fuel our mission and programs. Managing a portfolio of 75 to 100 current and potential major donors, you'll build strong relationships and create opportunities for giving that make a real impact. You'll also collaborate across the organization-working with board members, staff, and volunteer leaders-to grow our fundraising efforts and strengthen our community of supporters. If you're a relationship-builder with a passion for philanthropy, we'd love to have you on our team!YOUR DAY- TO-DAY RESPONSIBILITIES: Secure Major Gifts & Build Donor Relationships - Participate in all aspects of the gift cycle including, cultivating, soliciting, and stewarding major philanthropic investments (5, 6, and 7 figures) from individuals to support PPNNE's mission. Manage a portfolio of current and prospective donors, identifying new opportunities for engagement. Collaborate on Fundraising Strategy - Partner with the executive office, leadership volunteers, and development staff to develop and execute strategies for donor cultivation, solicitation, and stewardship. Provide strategic counsel to leadership on donor engagement. Data Management & Reporting - With support of Philanthropy Associate, maintain accurate donor records, ensuring key interactions and relationships are documented in accordance with database policies. Support Pipeline Development - Work with Annual Fund staff to identify and transition potential major donors, strengthening the organization's donor pipeline. Eventually Supervise work of other development fundraising or support staff. JOB PERKS: Collaborative Work Environment - PPNNE upholds high workplace values and patient service standards, fostering respect, engagement, and teamwork to create the best experience for employees and patients alike. Gain experience with an experienced & successful fundraising team COMPENSATION: Pay Range - the budget for this position is between $95,000 - $115,000/year. Where a candidate places within the budget scale is dependent upon years of direct relevant experience BENEFITS: 5 weeks paid time off to start, including 10 paid holidays and 3 weeks flexible / combined time off (increases with tenure) Paid Parental Leave Medical, Dental & Vision Insurance - Single person, 2 person & Family Plans available PPNNE Funded Health Reimbursement Account to cover portion of medical deductible costs 403b retirement account and 2% employer match eligibility Employee assistance program (confidential counseling and resources) Employee referral bonuses Employer Paid Short Term Disability & Life Insurance KNOWLEDGE, SKILLS AND ABILITIES: Bachelor's Degree with 6 to 8 years of successful experience in major or planned gift fundraising, or a combination of education & experience in which an equivalent level of knowledge and skills can be acquired Must be highly energetic professional with a track record of building donor relationships and closing gifts in the six-figure range Demonstrated leadership and supervisory experience with the ability to successfully manage multi-functional or diverse areas Successful experience in making cold calls as well as developing cultivation and solicitation strategies Experience in remote work preferred; and willingness to work on-site as needed Must have excellent interpersonal skills and a demonstrated record of completing assignments Proficiency with Microsoft Office Suite and fundraising software programs is ideal Must be willing to travel within the state of New Hampshire and work occasional evenings and weekends as needed WHY JOIN PPNNE? Planned Parenthood of Northern New England (PPNNE) was founded 60 years ago on the belief that everyone has the fundamental right to make decisions about their bodies and reproductive futures free from harassment or fear. Working for Planned Parenthood is more than just a job. Joining Planned Parenthood means becoming part of a strong & enduring mission-driven movement, where your work will help make sexual and reproductive health care more accessible to all. Interested applicants please submit a cover letter and resume by visiting our website at **************************** Planned Parenthood of Northern New England welcomes diversity & is an Equal Opportunity Employer

WHAT IS THE OPPORTUNITY? Internal Controls Officer is responsible for providing independent and objective oversight of the management of risks arising from City National Bank's business processes, people, systems or external events. The team is responsible for providing governance and oversight to enhance the control environment to ensure successful remediation of operational risk exposures. This includes providing practical guidance, functional expertise, strategic direction, and execution rigor to significant operational risk remediation activities. The Senior Officer is responsible for challenging the quality, sufficiency, and completeness of 1LOD risk remediation and control management activities for moderate to high-risk initiatives in compliance with the Issue Management Policy and Standard and the Internal Controls Management Policy (ICMP) and Standard and for communication outcomes of objective assessment through escalation and reporting to Senior Management as necessary. WHAT WILL YOU DO? * Conduct review and challenge of remediation initiatives to ensure operational risk exposures associated with known control deficiencies are addressed. This includes providing challenge throughout the Issue Management Lifecycle, which may include issue data details; root cause analysis; action plan; material issue changes; management's completion of the required and/or committed corrective actions with supporting evidence; and sustainability. * Conduct review and challenge of controls implemented. This includes providing feedback to risk and control owners and control assessment teams related to the following control management activities: control identification to match appropriate controls with identified risk exposures to lower the residual risk level; completeness and robustness of control documentation; reasonableness of control assessment approach and sample selection; consistency of design effectiveness and operating effectiveness conclusions with supporting evidence; and appropriateness of documented issues and action plans to remediate identified control failure. * Ensures work is produced and documented in alignment with quality and content requirements. * Provides clear and transparent updates on remediation progress * Exercises independent judgment in identifying and assessing risk. * Prepares, reviews, and presents review and challenge results to Leadership, including outlining the risk of control deficiencies * Ensures observations and findings are documented and escalated to appropriate leadership. * Exercises effective communication and promotes positive client relations with business line colleagues and management * Maintains authoritative knowledge and understanding of laws and regulations, regulatory guidance, policy, and procedures for operational functions covered. * Provides 2LOD audit and regulatory exam support. * Executes additional departmental initiatives and other duties as assigned. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7 years of experience in financial services industry, with at least five years in an operational risk management, internal audit, or compliance role * Minimum 3 years of control assessment and validation experience * Minimum 1 year of supervisory experience *Additional Qualifications* * Bachelor's degree or higher and other professional qualifications such as a CPA, CA, etc. * Strong business knowledge of financial services * Understanding of Risk Management/Operational Risk Management and Internal Controls testing methodology * Strong knowledge of issue management practices with proven experience in issue management design and/or execution * Ability to handle complexity and ambiguity * Proven track record building strong relationships across multiple business functions * Ability to deal effectively with conflict * Well-developed influencing, analytical and problem solving skills * Must be able to convey complex concepts in a clear and concise manner * Ability to work independently with effective time and project management * Ability to work in a matrix environment * Strong interpersonal/teamwork skills * Strong communication (verbal and written), negotiation, and presentation skills required *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

The Advisory Supervision team provides fiduciary oversight of Investment Adviser Representatives (IARs) in accordance with SEC regulations and guidelines as well as firm policies governing advisory accounts. An Advisor, general investment advisory is expected to conduct reviews which can include - fiduciary and investment advisory reviews consistent with the Investment Advisers ACT of 1940, IAR planning/meetings with clients, analyze data, and directly communicate with IARs regarding their findings. Guidance is provided to perform varied work that is comprehensive in nature, and which requires evaluation, originality, and ingenuity to make moderately complex decisions. The candidate will need to resolve and/or recommend solutions to complex problems. Leads defined work or projects which may entail considerable scope and complexity. Maintains extensive contact with internal customers to identify, research, and resolve problems. The Advisor in this role will support Raymond James' Private Client Group to analyze various supervisory and general fiduciary reviews to detect trends and possible rules violations to ensure adherence to securities industry regulations and firm expectations to limit firm liability. Responsible for advanced review and resolution by effectively communicating and partnering with Private Client Group IARs on sensitive issues and manages conflict in line with the firm's culture and strategy. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity and provides comprehensive solutions to complex problems. May lead defined work or projects of moderate scope and complexity. Job Description Essential Duties and Responsibilities: Monitors the sales practices, fiduciary and investment advisory activities of advisors and branch managers through the use of various reports and systems. Interfaces with specific business platform sales management associates to inform them of any supervisory concerns that may arise with advisors and branch office managers and work together with them to address these concerns as well as to resolve any conflicts that may arise related to client accounts of the advisors and branch managers. Monitors and keeps up to date with securities/advisory regulations and applies them accordingly. Interprets, applies, and recommends changes to organizational policies and procedures. May consult independently with advisors and branch managers and recommend actions to ensure compliance with existing rules and regulations as well as prevent potential liability. Uses financial data and performance indicators to propose and/or assist with establishing control mechanisms and other improvement initiatives. Identifies trends and assists with implementing corrective action as necessary. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities: Knowledge of: Company's working structure, policies, mission, and strategies. General office practices, procedures, and methods. Concepts, practices, and procedures of securities industry and/or banking compliance, including suitability and other compliance issues involved with retail activity. Principles of banking, finance, and securities industry operations Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory agencies sufficient to perform the functions of this job. General knowledge of ERISA, DOL, Retirement Plans. Skill in: Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Attention to detail to ensure regulatory liability is limited, without impairing workflow. Utilizing business-appropriate phone manners. Ability to: Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, to complete work efficiently. Independently manage and complete multiple projects and tasks; work independently with minimal direct supervision. Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels. Work effectively with Financial Advisors and enforce company policies and procedures as necessary. Establish and communicate clear directions and priorities. Provide a high level of customer service. Educational/Previous Experience Requirements: Bachelor's degree (B.A) in a related discipline and a minimum of two (2) years of experience in Supervision and/or the financial services industry. ~or~ An equivalent combination of experience, education, and/or training. Licenses/Certifications: Appropriate series license(s) for assigned functional area preferred or the ability to obtain within an established timeframe. SIE required provided that an exemption or grandfathering cannot be applied. Required to have a Series 65 Series 7 and 66 can be used instead of the 65 Applicable designation or CFP can be used instead of the 65 or 66 and must be in good standing Additional licenses/certifications demonstrating the candidate's knowledge/expertise in industry regulation and concepts preferred. Education Work Experience Certifications Salary Range $70,000.00-$80,000.00 Travel Less than 25% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AF1

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment Strong compliance record in prior position(s) and ability to hold a registration in all 50 states Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills Bachelor's degree preferred or equivalent experience 2 years of relevant financial services or brokerage experience Flexibility, self-motivation, coachability, and passionate for helping people Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information: Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. Department is open the following hours: Monday-Friday 8 AM - 9 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

Prepare multiple accounting entries to move revenues onto correct grants or County-funded projects in accordance with County policy. Participate in the fiscal close process at year-end by identifying the need for accruals (revenue and expenditure), assisting program staff in estimating the value of such accruals under GAAP, and recording these accruals in the County's general ledger system Oracle eBusiness Suite (EBS). Provide ongoing support to program staff by reconciling ledgers, reviewing grant billing requests from program staff, identifying allowable and unallowable charges in the County's financial system for various grants and preparing financial reports for program staff. Work with program staff and funders to process grant billing requests. Monitor the status of aging receivables, and work with division staff and funders in collection efforts. Perform reconciliations between subledgers within EBS and prepare reconciling journal entries. Prepare award-level and fund-level reconciliations for federal and state reporting. Assist in the annual preparation of the Schedule of Expenditures of Federal Awards (SEFA) report, the Schedule of State Financial Assistance (SSFA) report, and with other federal, state, and local reporting requirements. Assist in processing miscellaneous billing requests and other receivables functions in order to support the Accounts Receivable team. EXPERIENCE, QUALIFICATIONS, KNOWLEDGE, SKILLS: Working knowledge of Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS). Knowledge of and skill in governmental accounting. Knowledge of and skill in applying various financial and accounting principles, practices and methods. Knowledge of various automated financial management systems. Knowledge of and ability to apply federal, state, and local legislative guidelines. Knowledge of grant management and grant billing requirements for federal, state, and local awards and contracts. Knowledge of and skill in applying theories, principles and practices of accounts receivable administration. Skill in: Analytical thinking and problem solving. Utilizing computerized, manual, and automated financial management systems. Communicating effectively both orally and in writing. Maintaining effective working relationships and working with a variety of individuals representing diverse cultures and backgrounds. Interpreting laws, regulations, agreements, ordinance codes and resolutions. Creating complex computerized spreadsheets and word processing documents. Evaluating and recommending internal controls. Adjusting to changing priorities and handling multiple tasks simultaneously with attention to detail. Exercising sound professional judgments in maintaining confidentiality, releasing information and forecasting consequences of decisions made and recommendations offered. Desirable Skills, Knowledge, and Abilities: Knowledge of accounting structure, policies and operating programs of County. Advanced aptitude with Microsoft Excel; proficient with Microsoft Access and Microsoft Word. Bachelor's Degree in Accounting, or equivalent education and experience and / or any equivalent combination of experience and education which provides the applicant with the desired skills, knowledge and ability required to perform the work. Working knowledge of Oracle EBS Financial Systems. Active license holder as a Certified Public Accountant. Duration: Up to 910 hours Location: Downtown Seattle (will work from home) Pay: $39.70 per hour

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone + Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs + Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction + Document all client interactions and meeting all regulatory requirements around these activities **Required qualifications, capabilities, and skills** + FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment + Strong compliance record in prior position(s) and ability to hold a registration in all 50 states + Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment + Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change + Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships **Preferred qualifications, capabilities, and skills** + Bachelor's degree preferred or equivalent experience + 2 years of relevant financial services or brokerage experience + Flexibility, self-motivation, coachability, and passionate for helping people + Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base **Additional information:** + Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. + Department is open the following hours: Monday-Friday 8 AM - 9 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days). 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