EXPERIENCE OUR CULTURE! JOIN OUR TEAM! Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of Eau Claire, WI. is looking to hire a full-time Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their passion for finance, investments, and planning to build impactful, trustworthy and long lasting relationships with their clients.
We offer a complete line of benefits including, health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here: Trust Point Culture Video
Trust Point also supports ongoing learning through employer-paid certifications and relevant education.
A DAY IN THE LIFE OF A RELATIONSHIP MANAGER
* Providing thoughtful and objective advice to help client's succeed with their long term financial goals.
* Establishing client calling plans, including routine administrative, operational and investment review meetings, as well as event invitations and entertainment within guidelines as established by management.
* Making sound recommendations concerning matters on pricing, operations, and overall relationship enhancement opportunities.
* Developing trustworthy relationships with other service providers of the client such as attorneys, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client.
* Compliance and risk management oversight.
* Retaining and expanding existing accounts and the development of new business and the promotion of trust services.
* Continuing education through seminars, conferences and related training (both trust and investment specific and general trust industry knowledge) to promote skill growth and development and to maintain certifications.
* Participating in and/or coordination of designing, implementing and training on projects as requested. Specific responsibilities unique to an administrator are identified separately.
* Willingness to volunteer and support the local community.
Requirements:
* 4 Year Degree Business, Accounting, Finance or other relevant degree, required.
* 5 -10 Years Work Experience as a CPA preferred
* Certification as a CFP and/or CTFA is desired
This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of Eau Claire, WI. is looking to hire a full-time Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their passion for finance, investments, and planning to build impactful, trustworthy and long lasting relationships with their clients.
We offer a complete line of benefits including, health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here: Trust Point Culture Video
Trust Point also supports ongoing learning through employer-paid certifications and relevant education.
A DAY IN THE LIFE OF A RELATIONSHIP MANAGER
Providing thoughtful and objective advice to help client's succeed with their long term financial goals.
Establishing client calling plans, including routine administrative, operational and investment review meetings, as well as event invitations and entertainment within guidelines as established by management.
Making sound recommendations concerning matters on pricing, operations, and overall relationship enhancement opportunities.
Developing trustworthy relationships with other service providers of the client such as attorneys, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client.
Compliance and risk management oversight.
Retaining and expanding existing accounts and the development of new business and the promotion of trust services.
Continuing education through seminars, conferences and related training (both trust and investment specific and general trust industry knowledge) to promote skill growth and development and to maintain certifications.
Participating in and/or coordination of designing, implementing and training on projects as requested. Specific responsibilities unique to an administrator are identified separately.
Willingness to volunteer and support the local community.
Requirements:
4 Year Degree Business, Accounting, Finance or other relevant degree, required.
5 -10 Years Work Experience as a CPA preferred
Certification as a CFP and/or CTFA is desired
This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results
.
$66k-95k yearly est. 11d ago
Client Support Lead
Bridgewater Bank 4.2
Minneapolis, MN job
We are seeking a customer focused and dynamic Client Support Lead to join our Client Support team at Bridgewater Bank. In this role, you will assist the Director of Client Support in managing the Client Support team and providing oversight of daily client communication to ensure the delivery of superior customer service primarily through inbound and internal calls and emails, including digital and mobile channels. They will maintain knowledge and expertise of the bank's core systems to ensure timely, accurate resolution along with ensuring Bridgewater Bank's responsive expectations are maintained.
RESPONSIBILITIES:
Provide support to Client Support team to ensure a high-level of client issue resolution and positive client experience is achieved
Maintain awareness of client communications and monitor inbound calls, emails, digital and mobile channel volumes to maintain appropriate support levels.
Manage and develop the Client Support Specialists: conduct performance reviews, 5-5-5's, identify training needs, and assist in career development.
Collaborate with other departments to maintain awareness of potential client issues and communicate updates.
Ensure the team participates in ongoing training to enhance knowledge of bank systems and keep abreast of new or changes in regulations.
Follow all security policies and procedures and report discrepancies or suspicious activity to Director immediately.
Monitor client's daily support needs, identify and communicate trends to Director.
Identify opportunities to promote interest in Bridgewater Bank's products and services.
Perform other duties or projects as assigned or needed.
Adhere to Bridgewater's policies and procedures and maintain up to date on changes to those policies, system functionality and procedures to provide accurate information to clients.
QUALIFICATIONS:
Three years similar or related client service banking experience.
Superior customer services skills
Excellent organizational, written, and interpersonal communication skills
Exceptional time-management skills with the ability to multi-task and prioritize efficiently to ensure critical deadlines are met
Ability to identify and resolve problems effectively with strong attention to detail
Professional, friendly demeanor
Preferred skills:
Proficient with Microsoft Word, Excel, and Outlook
Knowledge of Fiserv software
College degree preferred
ABOUT BRIDGEWATER BANK:
Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.
We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.
At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us?
COMPENSATION & BENEFITS:
The typical annual base pay range for this role is between $63,700 - $72,000. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Parental leave
401(k) with employer match
Paid vacation & paid holidays
PLEASE NOTE:
The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.
STATUS: Exempt
$63.7k-72k yearly 5d ago
Investment Consultant- Virginia Beach, VA
Charles Schwab 4.8
Virginia Beach, VA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$88k-160k yearly est. 15h ago
Principal AML Compliance Advisor, AML -KYC Data Management
Capital One 4.7
Richmond, VA job
The Principal Compliance Advisory Associate performs a key risk management role (second line of defense), to help ensure corporate initiatives and lines of business processes comply with applicable laws and regulations. While working within the AML (Anti-Money Laundering) Program framework, the associate is responsible for delivering quality results by:
Supporting AML Advisory processes by providing input on business regulatory requirements; providing guidance on business policies, standards, and procedures and ensuring the maintenance of Advisory related procedures; reviewing targeted and ad hoc training, as appropriate; providing compliance advice on projects; providing guidance on controls over regulatory requirements and line of business monitoring of those controls; and performing targeted tests on lines of business controls and provide guidance on identified risks.
Responsibilities:
* Provide effective challenge and guidance on compliance risks and support Advisors through various interactions and forum engagements
* Assist in advising AML Advisory on application of Compliance requirements, such as: new products, process development, development of controls and monitoring, remediation/corrective action of compliance breakdowns, and change in law or regulation
* Maintain Advisory related decisions and determinations to ensure consistency in messaging and conclusions
* Develop strong understanding of applicable laws and regulations
* Support the evaluation of Internal Audit, Regulatory Exam, and self-identified issues and events for compliance impacts
* Support AML Advisory through advice, influence adjustments to the processes, procedures, and control
* Liaison with internal and external Bank personnel to ensure completion of program attestations required to maintain external relationships
* Maintain strong understanding of Compliance Risk Management Framework and applicable laws and regulations
* Identify trends in data for potential risk impacts
* Assist in capturing, maintaining, and analyzing compliance data, interpreting it to ensure consistency and adequate Compliance Risk Management
* Assist with the updating of AML owned procedures
Basic Qualifications
* Bachelor's Degree or Military Experience
* At least 3 years of regulatory compliance experience, or at least 3 years of risk management experience, or at least 6 years of financial services industry experience
* At least 3 years of Anti-Money Laundering (AML) compliance experience
* At least 3 years of Tableau software experience
Preferred Qualifications
* Bachelor's Degree in Business Management, Compliance, Risk, Legal, or Finance, Accounting or a related field
* 4+ years of regulatory compliance experience, or risk management experience, or financial services industry experience
* 4+ years of experience in financial services, or AML functions, or compliance risk management, or AML project management
* Previous experience supporting programs where senior leaders and external stakeholders are your customers
* 4+ years of experience of Tableau and Structured Query Language (SQL)
* Certified Anti-Money Laundering Specialist (CAMS) or Certified Regulatory Compliance Manager (CRCM) certification
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Richmond, VA: $109,900 - $125,400 for Compliance Advisory Specialist III
Chicago, IL: $109,900 - $125,400 for Compliance Advisory Specialist III
McLean, VA: $120,800 - $137,900 for Compliance Advisory Specialist III
Plano, TX: $109,900 - $125,400 for Compliance Advisory Specialist III
Wilmington, DE: $109,900 - $125,400 for Compliance Advisory Specialist III
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$120.8k-137.9k yearly 5d ago
Relationship Banker - Richmond West area
Bank of America 4.7
Richmond, VA job
Richmond, Virginia;Richmond, Virginia; Glen Allen, Virginia; Richmond, Virginia; Richmond, Virginia; Midlothian, Virginia
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Can be flexible to work weekends and/or extended hours as needed
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$27k-34k yearly est. 4d ago
Senior Operations Professional
Ameriprise Financial, Inc. 4.5
Minneapolis, MN job
Independently process, reconcile and/or balance for the assigned product in an accurate, timely and compliant manner. Work with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless serv Operations, Processing, Operation, Senior, Professional, Asset Manager, Manufacturing
$43k-60k yearly est. 5d ago
CAAS Chief Financial Officer
Boulay Group 3.6
Remote or Eden Prairie, MN job
We are currently seeking a talented CAAS Chief Financial Officer to join our Client Accounting and Advisory Services department.
Boulay offers accounting and consulting services, integrating business and owner strategies that help clients understand their impact on future success. Our advice comes from a strong focus on serving privately held owner-managed organizations, from start-ups to established small and midsize businesses. Our team specializes in helping to improve day-to-day operations by offering outsourced accounting services, including bookkeeping, controller, and CFO services.
Client-Facing and Technical Work
Provide Strategic CFO consulting functions to CAAS Clients - from client proposal to final work products
Establish and maintain the budgeting, forecasting, cash flow and other long-term financial planning and cost management resources
Manage capital planning, risk management, and the analysis of financial ratios and key performance indicators (KPIs)
Primary point of contact for the client's professional team, including the board of directors, attorneys, insurance and financial experts, banks, etc.
Integrated resource and performance planning, solutions implementation, and management with other business areas (marketing & sales, HR, technology)
Oversee all aspects of Management Reporting and Analysis, as well as other technical work products
Promote business through participation in business development activities
Oversee and manage the budget on assigned engagements Leadership Responsibilities
Be a key member of the overall CAAS practice, supporting a shared vision, coaching and motivating team members, and building a spirit of trust within the team.
Ensure that "best practices" are developed and used within the Transaction Group, including policies, processes, and tools.
Seek new ways and better ideas for accomplishing job and Firm goals
Serve as an Advisor for employees on the CAAS Team.
Required
Bachelor's degree
7+ years of related experience
3+ years of supervisory experience
CPA Licensure
Strong business acumen, along with the ability to identify and prepare business insights beyond basic financial statements
Strong ability to engage in strategic client conversations beyond core financial areas.
Preferred
Experience with QuickBooks
NetSuite and Sage Intact a plus
The annual salary range for this position is: $140,000 - $200,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Work from home
#J-18808-Ljbffr
$140k-200k yearly 4d ago
Client Service Associate
Trust Point Inc. 4.2
Trust Point Inc. job in La Crosse, WI
Job Description
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time support to our Wealth Management Team.
We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies!
Learn more about our culture here: Trust Point Culture Video
Trust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!
A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATE
As a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. You serve as a liaison to our clients and handle all of the behind-the-scenes and necessary administrative duties to follow proper procedures and established guidelines.
In addition, as a Client Service Associate you will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support.
QUALIFICATIONS FOR A CLIENT SERVICE ASSOCIATE
2 year degree in Business, Accounting, Finance or other related field, required
4 year degree in Business, Accounting, Finance or other related field, preferred
A background or working knowledge in tax and estate planning, preferred
Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
The ability to learn, understand and utilize company specific programs including Addvantage and On-Base.
Do you possess excellent communication and organizational skills and the ability to work well with others in the organization? Are you able to assimilate to a wide variety of information relating to investments, accounting, tax, asset management, estate planning and marketing of services? Do you have a positive attitude, enthusiasm and professionalism? If so, then you might be the perfect fit!
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results
.
Job Posted by ApplicantPro
$48k-73k yearly est. 21d ago
Commercial Banker - Middle Market Banking - Vice President
Jpmorgan Chase & Co 4.8
McLean, VA job
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
Five plus years direct lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
#J-18808-Ljbffr
$133k-191k yearly est. 2d ago
IT Support Specialist
Trust Point 4.2
Trust Point job in La Crosse, WI
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the past 8 years, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Information Technology Support Specialist. We are currently seeking an experienced professional candidate to provide full-time IT support to our Trust Point Team.
We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here: Trust Point Culture Video
Trust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!
A DAY IN THE LIFE OF AN INFORMATION TECHNOLOGY SUPPORT SPECIALIST:
As the IT Support Specialist you arrive each day ready to maintain and support your team member's technical needs. You address questions and concerns in a professional and timely manner and are a key component to the Information Technology team. You serve as a liaison between our IT vendor and handle all of the day-to-day technology needs, including:
Reviewing trouble tickets and scans
Troubleshooting of equipment
Informal training on various computer hardware and software
Review of network logs, nightly perimeter vulnerability reports and email system.
Management of phone systems
Issuance and maintenance of key fob access
System user set-up and troubleshooting
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results
.
$34k-64k yearly est. 60d+ ago
Performance Marketing Manager
Capcenter 4.2
Richmond, VA job
CapCenter is a fast-growing DTC mortgage, realty, and insurance company headquartered in Richmond Virginia. We're transforming the home buying, selling, and financing experience by combining innovative technology with personalized service.
We're seeking a Peformance Marketing Manager who can use financial modeling and performance analytics to plan, buy, and optimize media across traditional and digital channels. This role is ideal for a marketer who goes beyond short-term CPL optimization but can connect media investment decisions to long-term client value.
Role Overview
This role blends strategic media planning, buying, and optimization across paid social, streaming, radio, OOH, and display. You will manage and optimize media investment using NPV, payback period and conversion velocity modeling to inform channel mix, market allocation and flighting decisions.
You'll partner with technology, analytics and marketing operations teams to ensure accurate tracking and attribution across the full funnel - connecting media exposure to downstream outcomes such as applications, closings, revenue and lifetime value. Insights from attribution and financial modeling will directly guide budget allocation and performance optimization.
Media Strategy and Planning
Develop full-funnel media plans aligned to acquisition and brand objectives.
Use NPV modeling to guide channel selection, allocation, and market investments.
Translate financial models into actionable media recommendations for leadership.
Coordinate with creative teams to align messaging with paid media investments.
Stay current on media trends, audience behavior, and platform innovation.
Media Buying and Execution
Plan and buy media across digital media (paid social, CTV, streaming audio, and display) and traditional media (print, terrestrial radio, outdoor, television).
Use marketing analytics to drive campaign management and document changes.
Negotiate rates, added value, and placements with media vendors and partners.
Manage budgets, pacing, and vendor performance across all channels.
Oversee trafficking, QA, and creative delivery to ensure flawless execution.
Measurement, Attribution, and Performance Analytics
Implement and manage click, conversion, and event tracking across channels.
Ensure proper use of pixels, tags, utms, and SDKs to support accurate reporting.
Measure media performance using attribution-aware KPIs such as CPL, CPA, ROAS, lead quality, conversion velocity, and NPV accounting channel conversions.
Analyze results and deliver clear insights and recommendations to stakeholders.
Use insights to inform payback models, channel mix, frequency, and sequencing
Test new channels, formats, and tactics; document learnings and scale what works.
Validate data quality and troubleshoot discrepancies across marketing platforms.
Qualifications
Bachelor's degree in business, Marketing, or related field.
5+ years of experience in media planning and buying.
Excellent communication, organization, and vendor-management skills.
Ability to interpret data in the context of offline conversions and long sales cycles.
Experience using financial or performance models to guide media decisions.
Experience implementing and working with attribution frameworks
Experience with Meta Ads Manager, YouTube, and Planning Tools (Bionic or similar)
Experience with click tracking, pixels, UTMs, and conversion APIs.
Experience working with CRM platforms; HubSpot strongly preferred.
Experience in mortgage, real estate, insurance, or financial services is a plus.
Compensation and Benefits
Health, dental, and vision insurance.
401(k) with company match.
Paid time off and holidays.
Professional development and growth opportunities.
$83k-135k yearly est. 3d ago
Creative Marketing & Design Intern
Trust Point Inc. 4.2
Trust Point Inc. job in La Crosse, WI
Job Description
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Voted Best Place to Work for the 8th year in a row, Trust Point Inc. of La Crosse, WI is excited to welcome a motivated intern to gain meaningful, hands-on experience within our Marketing team.
We are currently seeking candidates for an 18- to 24-month internship beginning in Winter 2026. This role offers the opportunity to work approximately 15 hours per week during the academic year, with the option for increased hours during the summer.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has delivered a wide range of trusted financial services to individuals, families, businesses, and charitable organizations. Our mission is rooted in exceptional client service-helping each client achieve their financial goals with confidence.
Our success is driven by the talented people we hire. We value every team member's strengths, perspectives, and contributions. Collaboration and support are woven into our culture-starting at the top, with a CEO who maintains an open-door philosophy. Throughout the year, we show our appreciation with unique perks, special events, and a workplace experience that people genuinely enjoy.
Learn more about our culture here: Trust Point Culture Video
CREATIVE MARKETING & DESIGN INTERN
Are you looking for an opportunity to gain real-world marketing experience in a professional, collaborative, and mission-driven environment? Do you have a passion for videography, photography, design, and social media? The Creative Marketing & Design Intern is an integral part of our marketing team, assisting Trust Point's brand through engaging content and creative storytelling that reflects our mission to Simplify & Secure. This role is ideal for someone who is eager to bring fresh ideas, has hands-on experience with design tools, keeps up with social media and design trends, and wants to make an impact.
KEY RESPONSIBILITIES
Ideation, creation, and scheduling of social media posts (graphics, videos, captions, hashtags) optimized for various platforms (LinkedIn, Instagram, Facebook, etc.)
Assist in designing branded marketing materials (digital and print) that align with Trust Point's brand guidelines and messaging, including but not limited to email, social media, PowerPoint, and website assets.
Collaborate in brainstorming sessions for campaigns, content themes, and creative concepts.
Use tools like Canva, Adobe InDesign, Adobe Photoshop, and other Adobe Creative Cloud applications to execute design tasks.
Edit videos for use across channels to communicate our brand, culture, and client experience.
Support YouTube content creation and optimization (editing, thumbnails, titles, descriptions)
Assist with ad-hoc design projects such as building email templates, event promotional materials, and visuals for internal communications.
Contribute creative ideas that elevate brand consistency and support larger marketing initiatives.
Minimum Qualifications
Currently enrolled in (or recently graduated from) a two or four-year program in Marketing, Graphic Design, Communications, or a related field
Practical experience using Canva, Adobe InDesign, and other Adobe Creative Cloud tools.
Familiarity with social media platforms and basic content creation for social channels, including YouTube.
Video editing experience/skills (Experience with tools like Adobe Premiere Pro, CapCut, or Veed preferred)
Strong visual design sense, attention to detail, and ability to work within brand guidelines.
Strong writing, editing, and communication skills.
Ability to work independently and as part of a collaborative team, with a positive and proactive attitude.
Portfolio or examples of past design, video, or social media work strongly preferred.
Experience or coursework in branding, typography, video production/editing, layout design, or digital marketing.
Basic understanding of social media analytics and engagement metrics
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results
.
Job Posted by ApplicantPro
$22k-31k yearly est. 9d ago
Event Specialist
Trust Point Inc. 4.2
Trust Point Inc. job in La Crosse, WI
Job Description
Discover the Difference. Experience Our Culture. Join the Trust Point Team.
Trust Point Inc., proudly recognized by the
Business Intelligence Group
as a "Best Place to Work" for the 8th consecutive year, is seeking an experienced Event Specialist to join our team in La Crosse, WI. This is a part-time opportunity for an organized, energetic, and creative professional to join our team and elevate our brand presence through high-quality events and meaningful community involvement.
Why Trust Point?
At Trust Point, we've been delivering trusted financial services for over a century. Our commitment to excellence and personalized service has made us a valued partner to individuals, families, businesses, and charitable organizations. Our people are our greatest asset, and we pride ourselves on fostering a collaborative, supportive culture where every voice is heard and every team member is empowered to grow.
We're not just a workplace-we're a community. Our open-door leadership, inclusive environment, and year-round appreciation initiatives are just a few of the reasons our employees choose to build their careers with us.
Learn more about our culture here: Trust Point Culture Video
What You'll Do:
Plan, coordinate, and execute a variety of events, including client events, community activities, sponsorship activations, and in-office visits.
Oversee event logistics such as timelines, budgets, vendor coordination, venues, catering, décor, signage, and branded materials.
Serve as the primary on-site contact, ensuring seamless execution and strong representation of the Trust Point brand.
Support community sponsorships through outreach, coordination, branding requirements, and partner communication.
Collaborate with Marketing to promote events across email, social media, website, and print/digital channels.
Develop event-related content including recaps, photos, videos, and social posts.
Track event registrations, attendance, and KPIs; support post-event reporting and continuous improvement.
Qualifications:
Experience in event planning, project coordination, marketing, or related field.
Strong organizational and project management skills, with the ability to manage multiple events simultaneously.
Excellent communication, vendor management, and relationship-building abilities.
Demonstrated creativity and an eye for brand alignment and presentation.
Proficiency with basic marketing tools (email, social media, digital content) preferred.
Ability to work onsite during client events, community engagements, and occasional evenings/weekends as needed.
WORK SCHEDULE:
This is a part-time, in-person position working 20 hours a week.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results
.
Job Posted by ApplicantPro
$30k-39k yearly est. 16d ago
Relationship Banker
Bank of America Corporation 4.7
Saint Paul, MN job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Job Title
Fleet & Brand Owner Activation Marketing Manager (USAC)
Collaborate with Innovative 3Mers Around the World
Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.
The Impact You'll Make in this Role
As a Fleet & Brand Owner Activation Marketing Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
Leading the development of marketing strategies and tactics aimed at generating demand for 3Ms graphics fleet solutions and brand owners.
Implementing and optimizing online and offline lead generation campaigns in partnership with area and/or global channel, product and integrated marketing teams.
Developing and executing a lead to revenue model in partnership with the graphics sales team.
Support the development and commercialization of new fleet graphics solutions and brand owner graphics by providing insights on fleet manager and brand owner needs.
Collaborate with area portfolio and marketing experience lab to lead development and implementation of USAC marketing plan.
Identify, monitor, and report on key marketing KPIs to evaluate campaign performance and guide data‐driven decision‐making.
Synthesize key market insights from various sources (e.g. industry KOLs, customers, sales team). Utilize this data to articulate USAC needs to various internal stakeholders.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Bachelor's degree or higher (completed and verified prior to start)
Three (3) years of marketing and/or business development experience in a B2B environment in a private, public, government or military environment.
Two (2) years experience working with electronic sales and data tools such as Power BI and SFDC.
Additional qualifications that could help you succeed even further in this role include:
Master's degree in business or marketing
Strong analytics and communication skills
Experience working in the graphics industry
Location: Maplewood, MN or London, ON
Travel: May include up to 20% domestic
Relocation Assistance: May be authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Resources for You
For more details on what happens before, during and after the interview process, check out the Insights for Candidates page at 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $164,612 - $201,193, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
Good Faith Posting Date Range 01/07/2026 To 02/06/2026 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
$164.6k-201.2k yearly 4d ago
Intern - Information Technology
Trust Point Inc. 4.2
Trust Point Inc. job in La Crosse, WI
Job Description
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Voted Best Place to Work for the 8th year in a row, Trust Point Inc. of La Crosse, WI. is looking for an intern to gain hands on experience within their Information Technology team.
We are currently seeking candidates for an 12-24-month in-person internship. This internship will provide candidates the opportunity to work approximately 15 hours per week during the school year and allow for additional hours during the summer months.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
A DAY IN THE LIFE OF AN INFORMATION TECHNOLOGY INTERN
As the Information Technology Intern, you arrive each day ready to maintain and support your team member's technical needs. You address questions and concerns in a professional and timely manner and are a key component to the Information Technology team. As the Information Technology Intern, you will assist with the following:
Equipment deployment
Hardware inventory
Printer & copier troubleshooting/maintenance
Troubleshooting Zoom video conferencing
Assist end users with IT issues
Assist IT department with special projects
QUALIFICATIONS FOR AN INFORMATION TECHNOLOGY INTERN
Currently pursuing a degree in Information Technology or similar degree program
Excellent organization and communication skills
Aptitude for understanding and troubleshooting technology related issues required
Strong problem-solving skills, people skills, and written and verbal communication skills required
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results
.
Job Posted by ApplicantPro
$32k-39k yearly est. 4d ago
Intern - Financial Planning
Trust Point Inc. 4.2
Trust Point Inc. job in La Crosse, WI
Job Description
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Voted Best Place to Work for the 8th year in a row! Trust Point Inc. of La Crosse, WI. is looking for an intern to gain hands on experience within their Financial Planning Team.
We are currently seeking candidates for an 12-to-24-month internship to begin in January 2026. This internship will provide candidates with the opportunity to work approximately 15 hours per week during the school year and allow for additional hours during the summer months.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
A DAY IN THE LIFE OF A FINANCIAL PLANNING INTERN
As an intern on our Financial Planning Team you will have the opportunity to work alongside our highly credentialed Financial Planners, Relationship Managers, and Wealth Management Support Team by assisting in administrative duties as well as taking on special projects for the team. Your assistance in creating a financial plan, researching solutions, and preparing reports will provide you with a well-rounded Wealth Management experience.
In addition, you will utilize your organizational skills, attention to detail and interest in numbers to assist in various projects within the department.
QUALIFICATIONS FOR A FINANCIAL PLANNING INTERN
Currently pursuing a bachelor's degree in financial planning, business, accounting, other related program.
Excellent organization and communication skills
Detail oriented with a high sensitivity to accuracy
Must be comfortable assisting people and customer service orientated
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
Job Posted by ApplicantPro
$32k-40k yearly est. 18d ago
Client Service Associate
Trust Point 4.2
Trust Point job in La Crosse, WI
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time support to our Wealth Management Team.
We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies!
Learn more about our culture here: Trust Point Culture Video
Trust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!
A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATE
As a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. You serve as a liaison to our clients and handle all of the behind-the-scenes and necessary administrative duties to follow proper procedures and established guidelines.
In addition, as a Client Service Associate you will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support.
QUALIFICATIONS FOR A CLIENT SERVICE ASSOCIATE
2 year degree in Business, Accounting, Finance or other related field, required
4 year degree in Business, Accounting, Finance or other related field, preferred
A background or working knowledge in tax and estate planning, preferred
Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
The ability to learn, understand and utilize company specific programs including Addvantage and On-Base.
Do you possess excellent communication and organizational skills and the ability to work well with others in the organization? Are you able to assimilate to a wide variety of information relating to investments, accounting, tax, asset management, estate planning and marketing of services? Do you have a positive attitude, enthusiasm and professionalism? If so, then you might be the perfect fit!
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results
.
$48k-73k yearly est. 50d ago
Director, Digital Experience and Engagement
Kentucky Society of Association Executives Inc. 3.5
Alexandria, VA job
About AAPM
The American Association of Physicists in Medicine (AAPM) is dedicated to enhancing health through medical physics and promoting excellence in the science, education, and professional practice of the field. Our strategic priorities include advancing contributions in medical physics, adopting new computational technologies, promoting health equity, and ensuring organizational sustainability.
Position Description
AAPM is seeking a visionary and strategic leader to serve as Director of Digital Experience and Engagement. This pivotal role is responsible for transforming how members interact with AAPM's digital ecosystem-enhancing engagement, streamlining access to resources, and fostering a vibrant, connected community. The director will lead innovation through emerging technologies, including AI, while ensuring platform reliability, usability, and alignment with AAPM's mission and values. As a key contributor to AAPM's strategic direction over the next 3-5 years, this individual will work closely with the Executive Director to shape and execute a forward‑thinking digital strategy that elevates member experience and organizational impact.
Educational & Experience Requirements
Minimum Bachelor's Degree in digital strategy, communications, information systems, marketing, or a related field, and brings 7-10 years of experience managing digital platforms, user experience, and engagement within membership or professional association environments. Demonstrated track record of overseeing digital platforms and online communities, including AMS, CMS, community software, and LMS systems. Skill set that includes familiarity with AI tools and applications that enhance user experience and engagement, as well as strong project and vendor management capabilities. Demonstrate excellent communication, collaboration, and problem‑solving skills.
Overall Position Responsibilities
Lead the development of personalized, engaging digital experiences for members.
Oversee and optimize AAPM's digital platforms and community tools, leading final transition from legacy custom software.
Shape and execute digital strategy and innovation initiatives.
Collaborate across departments to ensure cohesive digital program delivery and support.
Detailed Position Responsibilities
Design and implement personalized, engaging digital experiences for members across all career stages.
Analyze engagement metrics (e.g., participation, retention, satisfaction) to drive data‑informed improvements.
Pilot innovative digital engagement methods, including AI‑enabled personalization and interactive features.
Collaborate with Membership and Communications teams on campaigns that increase adoption and demonstrate member value.
Oversee AAPM's digital platforms (Forj Community, Forj Learning, OpenWater, Sitefinity, NetForum integrations, and others) to ensure exceptional user experience.
Enhance the community platform to support collaboration, volunteer engagement, and knowledge sharing.
Partner with IT and vendors to maintain secure, integrated, and scalable systems.
Serve as a primary resource for staff and volunteers navigating digital community features.
Guide the strategic evolution of AAPM's digital ecosystem based on member needs and industry best practices.
Identify and evaluate opportunities to integrate AI and emerging technologies.
Monitor trends in digital engagement across associations and healthcare sectors.
Advise senior leadership on strategic digital investments and innovations.
Collaborate across Education, Meetings, Science, and Communications teams to ensure cohesive digital program delivery.
Provide training and resources to empower staff in using digital platforms effectively.
Bridge departmental efforts to streamline digital engagement initiatives.
Support committees, events, and knowledge dissemination through digital tools.
What AAPM Offers
Competitive salary of $130,000 to $150,000 plus a comprehensive benefits package.
Telework flexibility with office located in Alexandria, VA.
Leadership role in advancing human health and patient safety globally.
Professional development opportunities.
Collaborative environment focused on improving health equity.
How to Apply
If you are excited about this opportunity, please provide a cover letter and resume including salary expectations. Within your cover letter or resume, please be sure to provide your qualifications as they relate to the responsibilities of the role.
Submissions will be accepted until 5 p.m. EST, Friday, December 20th.
Submissions should be sent to ********************************* with the subject line: AAPM Director, Digital Experience & Engagement.
Please attach cover letter, titled as: Last Name - First Name AAPM Cover Letter.
Please attach resume, titled as: Last Name - First Name AAPM Resume.
Please attach additional materials for consideration, titled as:
Last Name - First Name AAPM Additional.
At AAPM, we are committed to creating a diverse and inclusive workplace. We encourage candidates from all backgrounds to apply. We thank all applicants for their interest in joining our team; however, only those selected for an interview will be contacted.
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Zippia gives an in-depth look into the details of Trust Point, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Trust Point. The employee data is based on information from people who have self-reported their past or current employments at Trust Point. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Trust Point. The data presented on this page does not represent the view of Trust Point and its employees or that of Zippia.
Trust Point may also be known as or be related to Trust Point, Trust Point Inc., Trust Point LLC and TrustPoint.