Development Associate jobs at Trustmark - 2099 jobs

The Development Fundraising Associate will support the Foundation's team in fundraising, communications, and administration activities aligned with its mission and strategic plan. Coordinates the development, implementation, and growth of all priority programs, including staff giving, grateful patients, online giving, third-party fundraisers, community outreach, and in-kind donations. Position requires an ability to effectively and successfully communicate Beacon Health Foundation's mission, goals and accomplishments to others. This position reports to the President of Beacon Health Foundation. MISSION, VALUES and SERVICE GOALS MISSION: We deliver outstanding care, inspire health, and connect with heart. VALUES: Trust. Respect. Integrity. Compassion. SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Fundraising In collaboration with foundation associates, identifies potential donors and fundraising opportunities for corporate and Foundation donors. Manages a small prospect portfolio (including event sponsorship, foundations, and corporations). Manage the grant application process for the Foundation's internal Giving Circle, including research towards new funding opportunities, applications, and post-award stewardship efforts. Solicit donors via face-to-face meetings, phone, written proposals, direct mail, etc. Lead the administration of activities to solicit and steward gifts from employees of all levels. Events Plans and executes events, cultivation and fundraising events and tours with leaders, GO's, other departments, and key stakeholders. Serve as the primary point of contact for the grassroots fundraising program by identifying individuals/groups who would like to host a grassroots event to benefit Beacon. Serve as the primary point of contact for any individuals or groups who want to donate in-kind to Beacon. Coordinate in-kind donation drives on behalf of Beacon. Manage volunteers. Administration/Project Management Responsible for managing timelines and strategic planning for assigned events and initiatives. Effectively utilizes Raiser's Edge and any other ancillary tools. Provides regular and accurate updates on gift activity and fundraising results. Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by: Completes other job-related assignments and special projects as directed. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: Attends and participates in department meetings and is accountable for all information shared. Completes mandatory education, annual competencies and department-specific education within established timeframes. Completes annual employee health requirements within established timeframes. Maintains license/certification, registration in good standing throughout fiscal year. Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. Adheres to regulatory agency requirements, survey process and compliance. Complies with established organization and department policies. Available to work overtime in addition to working additional or other shifts and schedules when required. Commitment to Beacon's six-point Operating System, referred to as The Beacon Way: Leverage innovation everywhere. Cultivate human talent. Embrace performance improvement. Build greatness through accountability. Use information to improve and advance. Communicate clearly and continuously. Education and Experience The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a Bachelor's degree. Requires a minimum of two years experience in a position interacting with different audiences including internal stakeholders and departments, and throughout the community. Knowledge & Skills Demonstrated success in achieving financial goals and/or performance standards in a metric-driven environment. Requires knowledge of fund development. Experience with Raiser's Edge or a CRM (Customer Relationship Management) preferred. Excellent computer skills, including proficiency with Microsoft Office Suite of Applications. Meticulous attention to detail in all matters. Advanced writing skills that produce clear, accurate, and persuasive communications. Exceptional organizational skills; ability to project manage through layers and across multiple departments. Ability to demonstrate high flexibility and resourcefulness amidst changing needs and demands. Ability to work with minimal supervision; work independently and collaboratively as part of a team. Ability to work evenings and weekends, as needed.. Knowledge of hospital operations is preferred. Ability to collect, analyze, and interpret data. Working Conditions Requires local and regional travel and occasional national travel (to meetings, conferences, community events, etc). Physical Demands Requires the physical ability and stamina to perform the essential functions of the position.

A leading investment firm based in San Francisco is looking for an experienced candidate with a scientific background to join their public equity investment team. The role involves assessing investment opportunities, preparing materials, and collaborating with various teams. Ideal candidates will have a Ph.D. or M.D. and at least 3 years of experience in biotech or medtech analysis. The firm offers comprehensive benefits including medical, parental leave, and generous PTO. #J-18808-Ljbffr

A leading financial services organization in Minneapolis is seeking a Senior Associate in private equity real estate. This role requires a bachelor's degree and at least four years of experience in commercial real estate. The associate will manage investment performance monitoring, support deal teams, and prepare materials for investment committees. The organization offers competitive salary and extensive benefits including health insurance, retirement plans, and generous paid time off. #J-18808-Ljbffr

A leading global financial services firm in Boston seeks a Performance and Risk Analytics Associate. The role involves delivering advanced analytics, conducting comprehensive performance analyses, and engaging with clients to deepen relationships. Candidates should hold a Bachelor's degree and have at least 10 years of experience in performance analysis within financial services. Excellent communication skills and a proactive attitude toward client management are essential, along with a strong understanding of institutional fund accounting. Periodic travel may be required. #J-18808-Ljbffr

A leading financial services firm in Boston is seeking a Performance and Risk Analytics Associate to support institutional clients with advanced analytics throughout the investment lifecycle. This role involves representing the firm at client onboardings, conducting performance analyses, and building strong relationships within complex organizations. The ideal candidate has a Bachelor's degree in a relevant field and at least 10 years of experience in performance and risk analytics, alongside excellent communication skills. Opportunities to travel periodically for client engagements are also part of the role. #J-18808-Ljbffr

BBVA Global Wealth Advisors, an SEC-registered investment adviser, is seeking a motivated and detail-oriented AML EDD & Monitoring Senior Associate to join our growing Compliance Team. This role is responsible for executing and enhancing our Regulatory Compliance Program, including Anti-Money Laundering (AML) and financial crime prevention program. You'll play a key role in protecting the firm from illicit activities while ensuring strict adherence to all applicable laws and SEC regulations. The ideal candidate brings strong investigative, analytical, and regulatory experience, with the ability to translate complex risks into actionable controls and deliver high-quality results in a fast-paced environment. Key Responsibilities As a AML EDD & Monitoring Senior Associate, you'll be on the front lines of our financial crime defense, with a diverse range of responsibilities that include: EDDs/Risk Assessments: Conduct initial and ongoing Enhanced Due Diligence (EDD) reviews in higher-risk clients, including PEPs, foreign clients, complex ownership structures, source of wealth verification, and adverse media, documenting conclusions in a clear, concise, and factual manner. Assess customer risk profiles determined by the firm's risk-based methodology and maintain accurate, up-to-date risk ratings. Identify potential risks, escalate concerns, and propose effective operational improvements to help ensure that operation controls are in place for all key processes and that any control weaknesses are appropriately addressed and escalated. Account Periodic Reviews: Performing periodic, risk-based reviews of client accounts across all client risk tiers, ensuring ongoing compliance with AML & KYC standards. This includes verifying client information, updating beneficial ownership details, and re-assessing client risk profiles in accordance with firm policy. Revalidate client information, transactional behavior, and adverse findings, and take actions accordingly, as dictated by AML Policies and Procedures. Document conclusions in a clear, concise, and factual manner. Transaction Monitoring & Investigations: Analyzing transactional data for unusual patterns, red flags, and suspicious activities that may indicate money laundering, terrorist financing, or other financial crimes. Collaborate with operation and commercial teams to understand the transactional context and escalate matter when appropriate. Conduct timely investigations into potentially suspicious behavior, gather supporting documentation, and prepare well-supported recommendations to escalate activity, as needed. Watchlists & Screening Oversight: Manage the internal list name screening process, playing a key role in quality assurance and ensuring the process effectiveness. Oversee the accuracy, completeness, and regular updates of internal watchlists, including lists of high-risk individuals, entities, and jurisdictions. Collaborating with various departments to ensure timely inclusion or removal of names. Work with internal and external stakeholders to ensure system accuracy and proper calibration to reduce false positives and maintain industry standards. AML Policies, Procedures, Control Enhancement: Assist in the drafting, review, and transposition of Compliance policies, procedures, and controls to ensure they are current, comprehensive, and effectively mitigate identified risks. Translate applicable regulatory requirements into actionable internal guidance. Support internal and external audits, regulatory examinations, and remediation plans, as applicable. Special Projects: Participate in and lead various special projects aimed at enhancing our AML Compliance program, such as system implementations, new product risk assessments, training initiatives, and internal audit responses. Ad Hoc Requests: Responding promptly and accurately to various ad hoc requests from internal stakeholders (e.g., front office, operations, legal) and external parties (e.g., auditors, regulators) related to Compliance as required by business needs. Compliance Cross-Functional Collaboration - this role may have exposure to cross functional collaboration, including but not limited to: Administer the systems used by the GWA Compliance program, especially those used for AML. Assist with the GWA AML Compliance and general Compliance testing program, ensuring compliance with SEC regulations, GWA internal policies, and Holding level requirements. Develop and deliver targeted training as required by the Compliance team initiatives. Qualifications The ideal candidate will have a basic foundation in Regulatory Compliance, demonstrated by: 5+ years of experience at a financial institution (BD or RIA preferrable). Certified Anti-Money Laundering Specialist (CAMS) certification is a preferred (or willingness to obtain within 12 months). Direct, hands-on experience with EDD, KYC, and transaction monitoring. Strong Familiarity of U.S. regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC sanctions programs. Proven ability to conduct thorough investigations, analyze complex data, and make well-reasoned decisions under pressure. Strong analytical skills with an ability to identify trends, patterns, and anomalies. Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly and concisely to diverse audiences. High degree of attention to detail and accuracy in all work. Ability to manage multiple priorities effectively and meet deadlines in a dynamic environment. A strong ethical compass and commitment to upholding the highest standards of compliance. Proficient in collaboration platforms like Google Workspace and Office 365. Bilingual - Fluency in both English and Spanish (verbal and written).

We are seeking a Senior Associate Counsel to join our Global Securities and Corporate Governance Team. This position will report to our VP, Corporate. Essential Functions Primary responsibilities for this position include supporting the Global Securities and Corporate Governance team in U.S. public company matters, such as preparing and reviewing SEC and NYSE filings, earnings preparation, capital market transactions, and other corporate matters. Responsibilities also include supporting the board of directors and advising on corporate governance, investor relations, general corporate, finance and treasury-related matters. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Basic Qualifications 5 or more years of relevant work experience with a Bachelor's Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Preferred Qualifications 6 or more years of work experience with a Bachelor's Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD 5 years of experience, combination of in-house and law firm experience preferred Juris Doctor degree or foreign equivalent Admission to practice law in at least one U.S. jurisdiction Knowledge of U.S. securities, corporate governance, and general corporate matters Advise on securities law and SEC compliance and public company reporting activities, including current and periodic reports, annual reports, registration statements, Section 16 filings and foreign equity filings. Support Investor Relations, Controllership, Treasury, Equity, Corporate Communications and other legal and cross-functional teams to execute and manage key corporate projects and transactions Assist on corporate governance matters, including preparing and reviewing Board of Director and committee meeting agendas and materials as well as subsidiary governance Have good judgment and strong analytical skills combined with a practical approach to problem solving A high level of self-motivation, initiative, and ability to operate effectively as a collaborative team player across different functions, senior leaders and other colleagues. Ability to be responsive and flexible in a fast-paced and challenging environment Ability to prioritize and manage multiple projects simultaneously Strong organizational skills and meticulous attention to details Excellent verbal and written communication skills Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 180,600.00 to 235,000.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Associate, Client Processing to join our Client Processing team. This role is located in Lake Mary, FL (4days in the office per week). In this role, you'll make an impact in the following ways: Interaction with Fund Manager and Fund's staff Interaction with the Fund's Investors & prospective Investors Review of Investor subscription documents Obtaining complete trade and AML documentation from prospective Investors Inputting Investor profile, documentation and trades into Praeeo / Internal System Maintaining Investor records across various internal systems Production of Investor confirmations, statements, ad hoc reporting (including ERISA holdings reports & audit requests) and general correspondence Processing Client and Investor requests for web access Oversee operational processes or a small team Review submitted work and hold regular meetings with staff Additional duties and projects as assigned To be successful in this role, we're seeking the following: BS or BA in a business-related field preferred 1-3 years experience in Financial Services, preferably Investor Relations in a complex industry such as alternative investments Strong Microsoft Office skills, with a focus on Excel Proven customer service skills At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Entry Level Leadership and Sales Professional Company: Fisher Organization Employment Type: Full-Time | Entry-Level | Performance-Based Compensation: $60,000-$100,000+ potential in your first year Build a Career Where Performance Drives Advancement The Fisher Organization is actively seeking ambitious, self-driven individuals to join our Sales & Leadership Development track. This is a performance-based opportunity with a clear path to leadership-ideal for those looking to grow quickly based on effort and results, not tenure. We proudly represent the American Income Division of Globe Life, one of the most respected providers of supplemental benefits in North America. Through exclusive partnerships with unions, credit associations, and affinity groups, we deliver no-cost and optional benefits to working families who have specifically requested coverage. As a regional leader based in New England, the Fisher Organization is committed to high standards of service, mentorship, and career development. Our mission is simple: protect families and build futures-for clients and team members alike. Position Overview As a Leader in Sales, you'll begin by delivering requested benefit consultations to families. With daily support, proven systems, and performance coaching, you'll build momentum quickly. High performers will have the opportunity to move into leadership roles within 60-90 days. Key Responsibilities Engage with warm leads-individuals who have requested information-to schedule and conduct virtual consultations Deliver professional, needs-based presentations to help clients understand their benefit options Manage a consistent schedule of appointments, follow-ups, and client communication Apply proven systems and training to guide client conversations and drive results Maintain a high level of professionalism, communication, and client service Begin developing foundational leadership skills by supporting new team members and contributing to team performance Collaborate with leadership to meet team goals and implement best practices Take on additional responsibility and leadership opportunities as performance progresses Who We're Looking For Self-motivated individuals with strong communication skills Professionals who thrive in performance-driven, remote environments Fast learners who want to advance quickly based on merit Leaders at heart who take pride in coaching and contributing to a team's success Prior experience in sales, service, coaching, or leadership is helpful but not required What We Offer Uncapped, performance-based income structure Fast-track promotion opportunities (leadership roles available in as little as 60-90 days) Personalized coaching and ongoing development Defined career advancement path toward team or agency management Incentive-based rewards and national recognition Remote work flexibility (hybrid optional; not available in NY, MN, or CA) Take Control of Your Career If you're ready to build a future based on your performance, growth, and leadership potential, we invite you to apply. Join the Fisher Organization-where your results are rewarded, your leadership is developed, and your potential is unlimited.

HIRING REMOTE (NOT HIRING IN CA, MN, NY) The Zuzick Organization of Globe Life is New England's premier company for protecting working families assets with benefits. We were awarded one of New England Best Places to work, #1 in our category for 2024 and 2025. Globe Life is one of the largest benefits companies in the country. We have over 17 million policyholders with over 192 Billion dollars of insurance in force. We're the official Insurance company of the Dallas Cowboys, Los Angeles Lakers and have the naming rights to last year's World Series Champs, the Texas Rangers, ballpark GLOBE LIFE FIELD. We'll make sure you have the tools and training to excel your career into leadership. Do you want to protect families and and make a difference? If you're a competitive person, seeking an increased work-life balance and greater earning potential then we want to talk to you! The first year average income is between $85,000 - $100,000K Job Benefits: REMOTE (ALL MEETINGS WITH CLIENTS ARE DONE OVER ZOOM) CULTURE: Like minded professionals make a fun an enjoyable work environment LIFETIME RESIDUAL INCOME, LIFETIME RENEWALS, LIFETIME ROYALTIES Advancement opportunities, We promote only from within Company Generated Leads Professional Coaching and Mentorship Merit Based Career Advancement Direct Deposit WEEKLY or NEXT DAY PAY! Annual Awards Trips to Exotic Locations. Prior years have been Portugal, Puerto Rico, Cancun and HAWAII Job Requirements: A Passion for Helping People High Personal Integrity and Character Work Ethic, Self-Motivation, and a Desire to Succeed Excellent Communication Skills Coachable and Accountable Team Player Making contacts via phone and networking Passion for people and developing relationships Outstanding customer service skills Goal-oriented with a focus on achieving success Excellent time management and organizational skills Immediate interviews! If you feel you could be a good fit for our team, send us your resume and we will call you back ASAP and set up an interview!

Now Hiring: Entry-Level to Experienced Life Insurance Agents Remote | Flexible Schedule | Training Provided We're expanding and looking for motivated, coachable individuals to join our growing life insurance team. This is an opportunity to build a long-term career, earn uncapped income, and make a real impact by protecting families. The Fisher Organization is actively seeking ambitious, self-driven individuals to join our Sales & Leadership Development track. This is a performance-based opportunity with a clear path to leadership-ideal for those seeking to grow quickly based on effort and results, rather than tenure. We proudly represent the American Income Division of Globe Life, one of the most respected providers of supplemental benefits in North America. Through exclusive partnerships with unions, credit associations, and affinity groups, we deliver no-cost and optional benefits to working families who have specifically requested coverage. As a regional leader based in New England, the Fisher Organization is committed to high standards of service, mentorship, and career development. Our mission is simple: protect families and build futures-for clients and team members alike. What You'll Do • Meet with families virtually or in person to review life insurance & benefit options • Educate clients on no-cost benefits, wills, and family protection • Help families make informed financial decisions • Follow up with warm leads (no cold door-knocking) • Learn sales, leadership, and business development skills • Advance into leadership and management roles (optional) ⸻ What We Provide • Comprehensive training & mentorship (no experience required) • Warm leads from unions, associations, and community programs • Remote & flexible scheduling • Fast-track advancement opportunities • Weekly pay option + bonuses • Performance-based promotions (not seniority-based) ⸻ Compensation • Commission-based pay with bonuses • Average first-year agents: $60,000-$90,000+ • Top performers & leaders: six-figure income potential • Weekly pay structure ⸻ What We're Looking For • Coachable and motivated individuals • Strong communication skills • Self-disciplined and reliable • Desire for personal growth and financial independence • Sales experience is a plus (but not required) Must be able to obtain a life insurance license (We help guide you through the process) ⸻ Who This Is Great For • College graduates • Career changers • Former athletes • Stay-at-home parents re-entering the workforce • Veterans • Anyone seeking remote work + unlimited income

Are you a rising junior or senior looking to jump-start your career, develop your leadership skills, and get a glimpse inside a top 25 Atlanta public accounting firm? HLB Gross Collins is excited to invite you to join us for our one-day HLB Summer Leadership Program. This interactive program is designed to help you hone in your strengths and identify your goals as you prepare for a successful start to your career in accounting. Unlock your leadership potential and develop personally and professionally. PROGRAM HIGHLIGHTS: Network with industry professionals from staff, managers, partners, and even our CEO Increase your knowledge about various career paths in public accounting Participate in leadership workshops and gain valuable insight about your strengths Learn interviewing best practices and resume optimization Experience HLB's company culture compared to other firms Form friendships with students at different schools Gain advice and tips from experienced professionals Break a sweat and get active Throughout the two-day program, you will participate in experiential activities, conferences, and workshops in and out of the office. Come join us to learn more about us, yourself, and build connections that will serve you throughout your career in accounting! Our Summer Leadership program will be hosted live, in-person out of our Atlanta, GA office. Safety is our number one priority, and we intend to follow all CDC, state, and local guidelines. Should the need arise, will will move our Summer Leadership Program to a fully virtual format and notify all participants. Program Date: May 18, 2026 Location: In-Person - Atlanta, GA

Job Description Are you a rising junior or senior looking to jump-start your career, develop your leadership skills, and get a glimpse inside a top 25 Atlanta public accounting firm? HLB Gross Collins is excited to invite you to join us for our one-day HLB Summer Leadership Program. This interactive program is designed to help you hone in your strengths and identify your goals as you prepare for a successful start to your career in accounting. Unlock your leadership potential and develop personally and professionally. PROGRAM HIGHLIGHTS: Network with industry professionals from staff, managers, partners, and even our CEO Increase your knowledge about various career paths in public accounting Participate in leadership workshops and gain valuable insight about your strengths Learn interviewing best practices and resume optimization Experience HLB's company culture compared to other firms Form friendships with students at different schools Gain advice and tips from experienced professionals Break a sweat and get active Throughout the two-day program, you will participate in experiential activities, conferences, and workshops in and out of the office. Come join us to learn more about us, yourself, and build connections that will serve you throughout your career in accounting! Our Summer Leadership program will be hosted live, in-person out of our Atlanta, GA office. Safety is our number one priority, and we intend to follow all CDC, state, and local guidelines. Should the need arise, will will move our Summer Leadership Program to a fully virtual format and notify all participants. Program Date: May 18, 2026 Location: In-Person - Atlanta, GA Powered by JazzHR jFFg6GBZ4B

Job Description Want an inside look into The Best Accounting Firm To Work For? This is your chance! Participating in this two-day event will expose you to our people first culture, top notch professionals, innovative mindset, and wide breadth of dynamic services. Kaufman Rossin's Jumpstart Leadership Program brings together select students from several universities and professionals from KR to participate in career development workshops, team building exercises, informational panels, and networking activities. You'll be given the opportunity to ask tough questions that might not be answered in the classroom. Our hope is that you walk away from this journey having forged lasting relationships with KR professionals, as well as fellow students. And, who knows, you may even get to enjoy a chair massage! Requirements Who should apply: Students in their Sophomore or Junior year. (1 - 2 years left towards bachelors/masters), studying accounting, finance, or information systems with the following: · Significant interest in financial services · 3.0 or above · Distinguished in the classroom, on campus, and in the community · Demonstrate analytical, teamwork, and organizational skills, as well as strong verbal written communication skills · Possess integrity, maturity, dependability, and enthusiasm Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Want an inside look into The Best Accounting Firm To Work For? This is your chance! Participating in this two-day event will expose you to our people first culture, top notch professionals, innovative mindset, and wide breadth of dynamic services. Kaufman Rossin's Jumpstart Leadership Program brings together select students from several universities and professionals from KR to participate in career development workshops, team building exercises, informational panels, and networking activities. You'll be given the opportunity to ask tough questions that might not be answered in the classroom. Our hope is that you walk away from this journey having forged lasting relationships with KR professionals, as well as fellow students. And, who knows, you may even get to enjoy a chair massage! Requirements Who should apply: Students in their Sophomore or Junior year. (1 - 2 years left towards bachelors/masters), studying accounting, finance, or information systems with the following: · Significant interest in financial services · 3.0 or above · Distinguished in the classroom, on campus, and in the community · Demonstrate analytical, teamwork, and organizational skills, as well as strong verbal written communication skills · Possess integrity, maturity, dependability, and enthusiasm Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, the FIA Insurance Development Associate I role could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As an Insurance Development Associate I with Frost Insurance Agency, it's about creating and fostering long-term relationships. Through interactive training, mentoring from successful members of Frost Insurance Agency, and hands-on learning with customer accounts, you will achieve valuable product knowledge, sales experience, and an understanding of Frost's relationship management process and culture. Our FIA Insurance Development Associates are adaptable, inquisitive and strive to create and build relationships with our customers, that last a lifetime. What you'll do: Build a thorough knowledge of insurance coverage, industry research, and insurance products available through Frost Insurance Agency by participating in practical training Assist producers and account managers in sales, marketing, and maintenance for new and existing insurance accounts Prepare formal insurance proposals which include details of coverage, limits, deductibles and other pertinent information and assist in presenting the proposals to prospective clients Assist in appointments with clients and prospective clients to present insurance proposals and renewals by explaining plan details and establishing long-term business relationships Provide excellent customer service to clients by surveying prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records, and directing client service calls to the appropriate service person Participate in plan renewals by reviewing expiration listings to determine the appropriate action and collecting information to prepare renewal submissions Build a knowledge of insurance coverage, industry research, and coverage analysis; work with others within the Agency to complete company submissions and selection of potential markets Work toward obtaining insurance licenses Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Bachelor's degree in Risk Management and Insurance, Finance, a business-related field or 4+ years of experience in a sales environment with a demonstrated ability to pursue and close deals Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO, as appropriate, or ability to obtain within 90 days of hire. Excellent written and verbal communication skills Proficiency in Microsoft computer applications Expected Start Date: July 2026 Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, the FIA Insurance Development Associate I role could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a FIA Insurance Development Associate I with Frost Insurance Agency, it's about creating and fostering long-term relationships. Through interactive training, mentoring from successful members of Frost Insurance Agency, and hands-on learning with customer accounts, you will achieve valuable product knowledge, sales experience, and an understanding of Frost's relationship management process and culture. Our FIA Insurance Development Associates are adaptable, inquisitive and strive to create and build relationships with our customers, that last a lifetime. What you'll do: Build a thorough knowledge of insurance coverage, industry research, and insurance products available through Frost Insurance Agency by participating in practical training Assist producers and account managers in sales, marketing, and maintenance for new and existing insurance accounts Prepare formal insurance proposals which include details of coverage, limits, deductibles and other pertinent information and assist in presenting the proposals to prospective clients Assist in appointments with clients and prospective clients to present insurance proposals and renewals by explaining plan details and establishing long-term business relationships Provide excellent customer service to clients by surveying prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records, and directing client service calls to the appropriate service person Participate in plan renewals by reviewing expiration listings to determine the appropriate action and collecting information to prepare renewal submissions Build a knowledge of insurance coverage, industry research, and coverage analysis; work with others within the Agency to complete company submissions and selection of potential markets Work toward obtaining insurance licenses Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Bachelor's degree in Risk Management and Insurance, Finance, a business-related field or 4+ years of experience in a sales environment with a demonstrated ability to pursue and close deals Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO, as appropriate, or ability to obtain within 90 days of hire. Excellent written and verbal communication skills Proficiency in Microsoft computer applications Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

General responsibilities The responsibility of the Training & Development Coordinator is to support the T&D function and team through coordination and implementation of agency-wide training, assisting the Training Specialist with execution of Financial Planning Academy, tracking/reporting of early productivity metrics, daily communication with new trainees, and scheduling of on-going development meetings. This is an entry level role supporting the T/D specialist. More specific responsibilities will include scheduling and calendaring, preparing speakers, setting-up training room, running reports in excel, tracking and communicating production results, social media posts, and general project management. Qualifications & Desired Skills Bachelor's Degree preferred, but not required. Strong detail orientation and organizational skills Project management skills Skilled in Excel and tech-savvy in general Works effectively with people at all levels and builds strong relationships Effectively manages time to address multiple priorities at multiple levels Adaptable and can navigate uncertainty with confidence High-capacity, team-player with passion for helping others Effective written and oral communication skills

Job Description General responsibilities The responsibility of the Training & Development Coordinator is to support the T&D function and team through coordination and implementation of agency-wide training, assisting the Training Specialist with execution of Financial Planning Academy, tracking/reporting of early productivity metrics, daily communication with new trainees, and scheduling of on-going development meetings. This is an entry level role supporting the T/D specialist. More specific responsibilities will include scheduling and calendaring, preparing speakers, setting-up training room, running reports in excel, tracking and communicating production results, social media posts, and general project management. Qualifications & Desired Skills Bachelor's Degree preferred, but not required. Strong detail orientation and organizational skills Project management skills Skilled in Excel and tech-savvy in general Works effectively with people at all levels and builds strong relationships Effectively manages time to address multiple priorities at multiple levels Adaptable and can navigate uncertainty with confidence High-capacity, team-player with passion for helping others Effective written and oral communication skills Compensation: $47,000-51,000