Consultant jobs at Waldron Private Wealth

- 228 jobs

Treasury Management Consultant III & Relationship Manager - Government Banking Northeast
Capital One 4.7
Philadelphia, PA jobs
Treasury Management Consultant III & Relationship Manager - Government Banking Northeast The Government Banking Treasury Management Consultant (TMC) & Relationship Manager partners with internal stakeholders to be the single point of accountability and advise on prospects' and clients' deposit, treasury management, risk and other liquidity needs. The TMC builds a book of business through deposit growth, maintaining and cross-selling existing clients, and prospecting new-to-bank relationships. The TMC on the Government Banking Treasury Management Sales team will work to identify ways to improve the client experience and enhance Capital One's brand in the marketplace. Seen as a trusted advisor, the TMC works closely with government clients to understand their business, optimize Treasury work flows, and minimize financial and reputational risk. They focus on creating and delivering customized client centric solutions through a consultative approach. This TMC will focus exclusively on Government Banking clients that includes State and Local Municipalities, Public School Districts and Public Universities. Familiarity with the public sector vertical and Government clients' specific banking and financial operations is desirable. This role functions as both the Treasury Management Consultant and Relationship Manager for client relationships and works to generate new-to-bank relationships, while developing existing clients by delivering value-added solutions and working across the product and technology organization to optimize products for evolving client needs. Leveraging their network and collaborating across business lines, the TMC influences strategy to meet the needs of clients while using sound judgement in assessing risk. The TMC is also responsible for developing marketing and portfolio relationship plans specific to their market to drive profitable portfolio growth and net new revenue generation. They will act as the lead for a team of functional partners who will help support Treasury Management, deposit sales processes, and build ongoing relationships. The TMC values and fosters a spirit of teamwork and cooperation across value streams. This position works independently and uses initiative in carrying out client analysis and proposals requiring minimal guidance from the sales leader. Responsibilities: Consistently meet annual financial goals & benchmark competencies by demonstrating the key sales behaviors such as strategy, collaboration & consultation, while building and maintaining a partnership-centric client portfolio Manages portfolio of existing clients with focus on profitable, organic revenue growth and minimizing attrition Manages portfolio of new-to-bank clients with focus on new revenue growth Ability to understand sales and relationship management specific to working with Government Banking clients Independently develops and maintains relationships with clients to maintain and expand existing business Understands treasury management product risk and ensures Capital One credit policies and other risks (e.g., reputational, legal) are adhered to and mitigated Establishes appropriate expectations for onboarding including execution of documentation and ensure ramp of sold services Conducts independent entities to generate new, high-quality and profitable Treasury Management and deposit business to achieve or exceed specific YoY growth goals Takes a role in market by actively engaging in local industry associations, conferences, networking groups and community associations Identifies working capital efficiency opportunities for an entity and deepens relationship accordingly; ensures awareness of market and industry trends; identifies dissatisfiers and escalates appropriately Identifies and refers ancillary business opportunities to appropriate partners Designs customer-centric treasury management solutions, and provides consultative expertise on the liquidity management cycle Identifies both internal and external prospects. Develops and maintains relationships with prospects to profitably expand business Provides thought leadership within and outside the market through, but not limited to, attending and speaking at industry conferences, etc. Engages with internal marketing in the design of sales collateral and company-sponsored marketing Basic Qualifications: High School Diploma, GED, or equivalent certification At least 6 years of financial services experience At least 5 years of sales experience At least 5 years of treasury management experience Preferred Qualifications: Government banking industry experience Bachelor's degree or Military experience At least 7 years of treasury management experience In-depth to advanced treasury management product knowledge Certified Treasury Professional designation or equivalent certification Effective oral and written communication skills Proficiency with Google Workspace or Microsoft Business products 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. Melville, NY: $168,700 - $192,500 for Treasury Management Consultant III New York, NY: $168,700 - $192,500 for Treasury Management Consultant III Philadelphia, PA: $140,600 - $160,400 for Treasury Management Consultant III Wilmington, DE: $140,600 - $160,400 for Treasury Management Consultant 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 ; 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 1- or via email at . 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).
$168.7k-192.5k yearly 3h ago
Associate Platform Consultant
Clark Capital Management Group, Inc. 3.8
Philadelphia, PA jobs
Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks. Essential Functions * Manages territory to attain both sales and revenue goals. * Conducts consultative, relationship-building sales calls by phone with Financial Advisors. * Develops and executes sales plan strategies with members of both external & internal Sales teams. * Articulates investment solution strategies and discusses financial markets (domestic and international). * Identifies sales opportunities and advisor needs, advances relationships, and introduces new concepts. * Analyzes regional/product sales trends within partner firms and among individual financial advisors. * Works with various departments/individuals within the organization to provide exceptional service to our Financial Advisors. * Handles daily territory management tasks to ensure maximum business efficiency (e.g., updates and maintains CRM, provides supplemental scheduling). * Ensures compliance with industry and legal regulations and best practices and adherence to company processes and procedures. * Performs other duties as required. Competencies for Success * Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies, and other investment vehicles. * Ability to view business on a macro and micro level. * Motivated to achieve success. * Strong work ethic, high integrity, and strong values. * Sound communication and interpersonal skills. * Strong consultative sales skills - probing, listening and closing. * Exceptional verbal and writing skills. * Ability to learn and adapt to new technologies. * Experience in financial services industry preferred. * Series 7 preferred. * College degree preferred.
$85k-107k yearly est. 60d+ ago
Aerospace & Defense Senior Business Consultant
Tata Consulting Services 4.3
Detroit, MI jobs
Must Have Technical/Functional Skills * In-depth understanding of Aerospace and Defense industry * Knowledge of relevant industry standards and regulations * Experience in Data Driven Analysis and Critical thinking * Experience in Design Thinking, Continuous Improvement (LEAN, Six Sigma, etc), Process Consulting * Knowledge of Production Strategy, Supply Chain Strategy in A&D industry * Hands-on experience in Process Consulting in A&D Manufacturing (Planning, Scheduling Optimization, Execution, Quality, Product development, Life-cycle data and records management, Procurement, Inventory & Warehouse) * Hands-on Implementation Experience in one of the areas in Advanced Manufacturing (Robotics, Automation, Digital Thread, Digital Twin, IoT) * Hands on Implementation Experience in one of AI based solutions is preferred * Solid Knowledge in other areas (Robotics, Automation, Digital Thread, Digital Twin, MBSE, IoT, Data) * Knowhow of Enterprise Applications (PLM, MES, ERP) Roles & Responsibilities * 15+ years' experience in Aerospace and Defense industry * 8-10 years' experience in consulting engagement * Drive consultative approach to identify / hunt key business challenges and develop transformation vision for clients CXOs (only within our existing client base…) * Drive A&D industry thought leadership * Be the Process Consultant when supporting transformation opportunities across the A&D value chain (Product Development, Supply Chain & Manufacturing Operations, Sales, MRO; non-core functions like HR, IT transformation) * Participate in development of strategic roadmap for clients to meet their organization goals * Participate in delivery of transformational programs * Participate in presentations and workshops with C-suite, Function Heads, Industry experts * Work with high performing global consulting teams and service practices with a strong commitment to excellence in pursuit of helping our clients business performance, drive quality in TCS deliverables, and exhibit promptness to internal and external customers Generic Managerial Skills, If any o Proven consulting background o Dealing with Business CXO / Senior stakeholders of an organization o Exposure in working with teams based in different geo and different time zones o Ability to work both as "lone warrior" as well as "as a team player" Base Salary Range: $130,000 - $200,000 per annum TCS Employee Benefits Summary: Discretionary Ann ual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. #LI-SV2 #LI-KUMARAN
$130k-200k yearly 11d ago
Consulting Associate
Sisterson & Co. LLP 3.0
Pittsburgh, PA jobs
Sisterson & Co. LLP, a respected regional CPA firm based in Pittsburgh, PA, is seeking motivated and qualified local candidates to join our team as a Consulting Associate. As a Consulting Associate you will have the opportunity to deliver quality consulting services to clients of the firm. Consulting Associates assist with collateral field examinations for commercial lenders. A collateral field examination is an on-site visit that focuses on the review and testing of the quality of the bank's collateral, reliability of the company's books and records, and adequacy of finance controls. As a Consulting Associate, you'll be immersed in meaningful work that builds your technical foundation and professional confidence. Are You Ready to Launch Your Career in Consulting? This opportunity is ideal for individuals: Obtaining a bachelor's degree in business with a major or minor in accounting or master's degree (accounting or finance concentration preferred) Graduating by no later than May 2026 Holding a GPA of 3.0 or higher Eager to grow in the consulting profession in a public accounting environment Demonstrating strong technical and project management skills (preferred excel experience) Offering effective communication skills-both written and verbal Committed to delivering exceptional service to external clients and internal team members Sisterson Cares About Our People Sisterson & Co. LLP offers a competitive and comprehensive rewards package that includes: A competitive total compensation package Medical, dental, and vision coverage Generous paid time off and holiday breaks Long-term & short-term disability and group term life insurance Employee and client referral bonus opportunities Parental and Caregiver Leave Policy A 401(k) plan with discretionary firm match Tuition reimbursement and continuing professional education (CPE) CPA exam support: pass bonus, study materials, and exam fee reimbursement Networking, practice development opportunities, and membership reimbursements for professional organizations A robust performance management and mentoring system Our culture is built on relationships, collaboration, and respect. You'll thrive here if you value: Flexible, collaborative workspaces and a hybrid work culture Building connections with colleagues at all levels-from associates to partners A family-oriented, forward-thinking firm that supports your career growth A value-driven environment focused on clients and employees alike Open dialogue and the ability to shape your own career path A collaborative culture with recognition events, community involvement, and young professional and leadership opportunities A flexible “dress for your day” environment and business casual workplace that celebrates professional and personal milestones A supportive team environment that empowers you to reach your goals A firm that respects your time, your life, and your professional aspirations Sisterson Cares About Our Clients Founded in 1926, Sisterson & Co. LLP is one of the largest certified public accounting and financial consulting firms in the Pittsburgh region. Our steady growth reflects our commitment to delivering exceptional service and building long-term client relationships. We proudly serve hundreds of clients across a wide range of industries, including: Commercial Lending Services Private Investment Companies Employee Benefit Plans Energy & Related Industries Individuals & Trusts Manufacturing, Distribution & Commercial Services Not-for-Profit Real Estate & Development Technology Sisterson Cares About Our Community As a Pittsburgh-based firm, Sisterson has made a commitment to the region and its community. Our employees and partners support clients and non-clients by volunteering, participating in charity activities, attending events, as well as committee and board involvement. Sisterson employees are encouraged to participate in volunteer activities as part of the firm's Sisterson Cares program. The firm also believes in educating and mentoring groups that are traditionally underrepresented in the accounting industry. We are proud to support the National Association of Black Accountant's annual ACAP (Accounting Career Awareness Program) and to participate in Disability Mentoring Day each year, among many other career-focused community activities in the region. The Sisterson Standard What sets us apart? Our unwavering commitment to excellence: Partner involvement in every engagement Deep technical expertise in complex matters A culture rooted in integrity, competence, and objectivity Dedicated, responsive staff A relentless focus on exceptional client service A strong history and reputation for a nearly 100 years
$62k-71k yearly est. 60d+ ago
Consulting Associate
Sisterson & Co. LLP 3.0
Pittsburgh, PA jobs
Job DescriptionSalary: CONSULTING ASSOCIATE Sisterson & Co. LLP, a respected regional CPA firm based in Pittsburgh, PA, is seeking motivated and qualified local candidates to join our team as aConsulting Associate. As a Consulting Associate you will have the opportunity to deliver quality consulting services to clients of the firm. Consulting Associates assist with collateral field examinations for commercial lenders. A collateral field examination is an on-site visit that focuses on the review and testing of the quality of the banks collateral, reliability of the companys books and records, and adequacy of finance controls. As a Consulting Associate, youll be immersed in meaningful work that builds your technical foundation and professional confidence. Are You Ready to Launch Your Career in Consulting? This opportunity is ideal for individuals: Obtaining a bachelors degree in business with a major or minor in accounting or masters degree (accounting or finance concentration preferred) Graduating by no later than May 2026 Holding aGPA of 3.0 or higher Eager to grow in the consulting profession in a public accounting environment Demonstrating strong technical and project management skills (preferred excel experience) Offering effective communication skillsboth written and verbal Committed to delivering exceptional service to external clients and internal team members Sisterson Cares About Our People Sisterson & Co. LLP offers a competitive and comprehensive rewards package that includes: A competitive total compensation package Medical, dental, and vision coverage Generous paid time off and holiday breaks Long-term & short-term disability and group term life insurance Employee and client referral bonus opportunities Parental and Caregiver Leave Policy A 401(k) plan with discretionary firm match Tuition reimbursement and continuing professional education (CPE) CPA exam support: pass bonus, study materials, and exam fee reimbursement Networking, practice development opportunities, and membership reimbursements for professional organizations A robust performance management and mentoring system Our culture is built on relationships, collaboration, and respect. Youll thrive here if you value: Flexible, collaborative workspaces and a hybrid work culture Building connections with colleagues at all levelsfrom associates to partners A family-oriented, forward-thinking firm that supports your career growth A value-driven environment focused on clients and employees alike Open dialogue and the ability to shape your own career path A collaborative culture with recognition events, community involvement, and young professional and leadership opportunities A flexible dress for your day environment and business casual workplace that celebrates professional and personal milestones A supportive team environment that empowers you to reach your goals A firm that respects your time, your life, and your professional aspirations Sisterson Cares About Our Clients Founded in 1926, Sisterson & Co. LLP is one of the largest certified public accounting and financial consulting firms in the Pittsburgh region. Our steady growth reflects our commitment to delivering exceptional service and building long-term client relationships. We proudly serve hundreds of clients across a wide range of industries, including: Commercial Lending Services Private Investment Companies Employee Benefit Plans Energy & Related Industries Individuals & Trusts Manufacturing, Distribution & Commercial Services Not-for-Profit Real Estate & Development Technology Sisterson Cares About Our Community As a Pittsburgh-based firm, Sisterson has made a commitment to the region and its community.Our employees and partnerssupport clients and non-clientsby volunteering, participating in charity activities, attending events, as well ascommittee and board involvement. Sisterson employees are encouraged to participate in volunteer activities as part of the firms Sisterson Cares program. The firm also believes in educating and mentoring groups that are traditionally underrepresented in the accounting industry. We are proud to support the National Association of Black Accountant's annual ACAP (Accounting Career Awareness Program) and to participate in Disability Mentoring Day each year, among many other career-focused community activities in the region. The Sisterson Standard What sets us apart? Our unwavering commitment to excellence: Partner involvementin every engagement Deep technical expertisein complex matters A culture rooted inintegrity, competence, and objectivity Dedicated, responsive staff A relentless focus onexceptional client service A strong history and reputation for a nearly 100 years
$62k-71k yearly est. 29d ago
Managing Consultant, Services Business Development-Community Institutions
Mastercard 4.7
Harrisburg, PA jobs
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build_ _a sustainable economy_ _where everyone can prosper. We support a wide range of digital payments choices, making_ _transactions secure,_ _simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Managing Consultant, Services Business Development-Community Institutions Overview Mastercard Services encompasses Mastercard's (NYSE: MA) offerings beyond the transaction. We provide customers across industries and geographies with a tailored portfolio of solutions to address their business pain points. By harnessing the power of our real-time, anonymized and aggregated transaction data, powerful software platforms and wealth of expertise, we empower customers to unlock a holistic view of consumer behavior beyond their four walls, distill actionable insights and make more data-driven decisions. With compelling offerings for financial institutions, retailers, telecommunications organizations, travel companies and more, our services drive efficiency and value and enable our customers to solve business problems from end to end. As a member of our Business Development team, you will be at the frontline of generating excitement and demand for our unique solutions. We value individuals who possess consultative sales experience, exceptional analytical and problem-solving skills, comfort navigating complex sales processes, and the ability to form and manage successful lasting client relationships. The Role As Managing Consultant, you will be instrumental in driving the growth with Community Institutions within USFI. You will be responsible for managing a portfolio of strategic clients building on existing relationships and initiating new ones to generate and qualify opportunities and promote Mastercard Services solutions to drive sales. To be successful the ideal candidate will: Cultivate strong working relationships with clients, ensuring effective collaboration and engagement while driving revenue growth and expanded buying centers. Demonstrate strong networking skills and a high degree of confidence initiating contact with new prospects to generate and qualify leads. Have a customer first attitude, capable of uncovering customer needs beyond their explicit requests and crafting innovative customer strategies. Take ownership of the sales process, from prospecting to executing commercial contracts, ensuring seamless and efficient sales cycles while driving urgency with clients. Be responsible for achieving sales targets, revenue goals, and sales projections, consistently delivering outstanding personal performance. Lead both formal and informal pitches, from storyboarding to face-to-face presentations, delivering concise and persuasive materials tailored to the specific needs and level of the audience. Collaborate with stakeholders to define and refine engagement scope, ensuring alignment with business objectives and client requirements. Support project / customer success teams in problem-solving efforts and structuring project workplans. Create and deliver compelling and concise presentations that effectively communicate key insights and recommendations. Coach and provide valuable feedback to team members, fostering their professional growth. Proactively seek new knowledge and skills, contributing to the development of intellectual capital within our organization. All About You Sales experience, within software as a service (SaaS), data & analytics, consulting and/or cybersecurity solutions. Proven ability to meet/exceed sales targets and quotas Strong analytical and problem-solving skills, enabling you to tackle complex challenges and gain credibility with account teams. Strong communication and persuasion skills, both written and oral. Exceptional relationship management skills, fostering long-term partnerships with clients. Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence to effectively advance business opportunities and generate revenues Strong commercial drive with the ability to monetize senior client relationships based on empathy, thought leadership, knowledge of product impact, and subject matter expertise Must have the ability to own and drive end-to-end sales including prospecting, scoping/pricing, business case development, contract development, client negotiation, gaining legal approval, sign contracts, and project kickoff. Experience managing projects and / or teams, showcasing your leadership abilities. Knowledge of consumer and commercial payments market is a plus High level of energy, drive, enthusiasm, initiative, and commitment. Outstanding multitasking abilities in a fast-paced, deadline-driven environment. National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Job Posting Window** Applications for this job posting will be accepted on an ongoing basis.
$139k-222k yearly 60d+ ago
Technology Business Consultant III
Perseus Group 4.5
Sharon, PA jobs
Serves as a senior contributor with expertise in particular business processes responsible for formulating systems scope and objectives relative to a client organization's business plan and industry requirements. Acts independently or as a member of a team responsible for providing technical guidance concerning the business implications of the application of various systems. Provides technical consulting on complex projects. Job Responsibilities: Works individually or within a team on technology business consulting projects to meet specific client requirements. Serves as liaison between end-users and the information technology organization consultants during IT and technology consulting projects. Expertly researches and documents client needs, technology, or regulations related to system design, enhancement, acquiring hardware or software that will impact multiple platforms and/or applications. Provides in-depth product support to Dark Matter clients by resolving incoming inquiries. Documents the customer information and recurring technical issues to support product quality programs and product development. Recreates client issues in test environment and identifies/documents how applications and systems interact to support business processes. Resolves client concerns raised during installation, operation, maintenance, or product application or compatibility matters. Acts as team leader for technical aspects of consulting projects, leading sub-plans or small projects. May mentor, guide, advise, and/or check the work of less experienced Technology Business Consultants. Performs other related duties as assigned Competencies: Outstanding interpersonal skills with a “Get it Done” attitude. Ability to work in a fast-paced, dynamic environment. Naturally curious and investigative. Effective problem-solver and solution-finder. Attention to detail. Qualifications [Minimum required Education and Experience] Bachelor's Degree in Computer Science, Information Systems or the equivalent combination of education, training, or work experience. Mortgage banking or Banking technology experience strongly preferred. Dark Matter product experience is strongly preferred. Knowledge of Dark Matter business environment and the application development environment Experience working with development technologies such as C# .Net, ASP .NET Web Forms, Windows Communication Foundation (WCF), SQL Server, ADO, Visual Studio, JavaScript Experience in modern .NET (.NET 5+, Razor), RESTful API design and development, Angular or similar front-end frameworks a plus Experience supporting applications Excellent analytical, decision-making, and problem-solving skills Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization (e.g., executive, management, individual contributors) Strong Organizational and Time Management skills Ability to work independently - minimal to moderate supervision Ability to multitask in a complex environment Ability to identify Impact/Urgent issues and escalate according to SLAs and Severity. Ability to manage tickets, while maintaining a high-level oversight of Team pipeline /new tickets Able to perform root cause analysis and provide written instructions on how to resolve issues. Ability to read/write MSSQL queries Viewed as an expert resource by peers and coworkers, maintains a good working relationship with both internal and client management, and has a thorough internal working knowledge of the enterprise. Must be detail-oriented and customer-driven, focusing on providing the highest quality products and services to Dark Matter's internal and external customers. Excellent customer service skills that build high levels of customer satisfaction for internal and external clients Willingly shares relevant knowledge and expertise to other resources Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_***********************. #DMT
$61k-94k yearly est. Auto-Apply 8d ago
ERISA Consultant
Ascensus 4.3
Philadelphia, PA jobs
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Job Description for ERISA Consultant Section 1: Position Summary The ERISA Consultant serves as a subject matter expert providing advanced retirement plan consulting, plan document review and analysis, plan document drafting and customization, technical analysis, and special projects as assigned. Section 2: Job Functions, Essential Duties and Responsibilities ERISA Consulting - Provide advanced consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance. Demonstrate advanced knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL, IRS). Stay up to date with general legislative, statutory and regulatory guidance, and be able to complete advanced technical research. Plan Document Review & Analysis - Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with the sale, onboarding, and on-going system configuration of plans. Translate and map non-Ascensus plan documents to the Ascensus document. Perform full plan comparison and protected benefit reviews for plans that are merging. Document Drafting & Customization - Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents. Prepare customized 401(k) and 403(b) employer-level plan documents using the Ascensus Plan Adoption System (PAS). Propose customized language to meet client specific plan design needs and remain compliant with current regulations. Special Projects (IT, project management) - Provide project management support for special projects such as, IRS restatements and onboarding acquired blocks of plans. Continuing Education - Enhance technical and industry knowledge by attending continuing education classes. Section 3: Experience, Skills, Knowledge Requirements Technical Expertise Designations/Exams - ASPPA QKC preferred Degrees - Bachelor's degree in business, finance, accounting, or a related field. Industry Experience - 5 years of Ascensus experience or 7 years industry experience. Experience working with the Ascensus, Relius and Ft. William's retirement plan documents preferred. Core Values & I-Client - Consistently display and model the Ascensus core values: People Matter. Quality First. Integrity Always. Software Applications - Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists. Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. Ability to effectively prioritize and complete multiple tasks timely. Demonstrate excellent analytical and problem-solving skills. Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills. Prior Consultant Level Completion - Successfully demonstrate job responsibilities of Senior ERISA Analyst. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$68k-102k yearly est. Auto-Apply 60d+ ago
Institutional Consulting Associate
Morgan Stanley 4.6
Sewickley, PA jobs
The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. The Institutional Consulting Associate partners with the Institutional Consulting Director (ICD)/team to address the specific needs and service issues of clients to provide a consistent and positive experience. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for a Graystone team including: * Cultivating relationships with business partners and colleagues internally and externally * Supporting the ICD/team in enhancing new and existing institutional clients by providing an exceptional client experience * Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups * Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms and shares reminders and best practices with other service team members Business Development Support: * Assisting the ICD/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management * At the direction of ICD/team, executes against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or ICD/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or ICD/team, assisting with research using firm-approved systems * At the request of ICD/team, participating in existing client and/or prospective client meetings and seminars, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management * Participating in quarterly/annual business performance reviews with the ICD/team * Coordinating enrollment campaign materials and scheduling meetings for institutional investors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills * Knowledge of financial services industry and investment products * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills • Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$68k-85k yearly est. Auto-Apply 46d ago
Institutional Consulting Associate
Morgan Stanley 4.6
Sewickley, PA jobs
The Institutional Consulting Associate on the Graystone Team is often the first point of contact with clients on a broad array of services. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. The Institutional Consulting Associate partners with the Institutional Consulting Director (ICD)/team to address the specific needs and service issues of clients to provide a consistent and positive experience. DUTIES and RESPONSIBILITIES: Client Service: As a senior member of the service team, provide coverage for a Graystone team including: • Cultivating relationships with business partners and colleagues internally and externally • Supporting the ICD/team in enhancing new and existing institutional clients by providing an exceptional client experience • Assisting the ICD/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups • Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed • Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or ICD/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity • Remaining current on all policies, procedures and new platforms and shares reminders and best practices with other service team members Business Development Support: • Assisting the ICD/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management • At the direction of ICD/team, executes against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity • At the request of the client and/or ICD/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients • At the request of the client and/or ICD/team, assisting with research using firm-approved systems • At the request of ICD/team, participating in existing client and/or prospective client meetings and seminars, representing the service lens • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management • Participating in quarterly/annual business performance reviews with the ICD/team • Coordinating enrollment campaign materials and scheduling meetings for institutional investors EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • 5+ years of experience in a field relevant to the position required • Four-year college degree or professional certification preferred • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Additional product licenses may be required Knowledge/Skills • Knowledge of financial services industry and investment products • Technically proficient and quick learner of new and updated platforms • Detail oriented with superior organizational skills and ability to prioritize • Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$68k-85k yearly est. Auto-Apply 46d ago
Retirement Plan Consultant, FuturePlan
Ascensus 4.3
Dreher, PA jobs
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelors degree preferred 3-5 or more years ERISA experience in the retirement industry Experience in analysis of financial data required Experience in Relius software desirable, but not required Strong Word, Excel, and Outlook skills Strong written and oral communication skills Strong analytic mentality associated with problem solving skills Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications We are proud to be an Equal Opportunity Employer The national average salary range for this role is $80-100k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$80k-100k yearly Auto-Apply 3d ago
Onboarding Consultant, Specialization
Ascensus 4.3
Philadelphia, PA jobs
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. DDB Onboarding Consultant Responsible for managing aspects of the onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring responsibilities and tasks are performed in accordance with FuturePlan's core values and best practices. Job Functions, Essential Duties and Responsibilities * Manages case load effectively to meet or exceed departmental specific service levels for quality and timeliness with limited supervision. * Provides clear communication regarding the roles of each individual involved in the onboarding process. * Collaborates with Sales and Business team members to continuously improve implementation processes. * Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. * Communicates the details of the plan's onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. * Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. * Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. * Collaborates with internal departments to ensure completion of tasks by the scheduled due date. * Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership that impact either service satisfaction and/or financial liability. * Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. * Provide hand-off to the appropriate associates to ensure a smooth transition for the client and financial advisor including identifying all open issues. * Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. * Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned. Experience, Skills, Knowledge Requirements * Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience. * Proficiency in MS-Office software applications, including Excel and Word. * 1-3 years of industry experience in financial services or retirement services environment is preferred. * Minimum of 2 years of experience with Datair or similar system preferred. * Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents. * Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency. * Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base. * Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability. * Ability to work in a team environment to ensure common goal of providing exceptional customer service. * Ability to react to change productively and handle other essential tasks as assigned. * Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment. * Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Must possess strong facilitation, negotiation, and conflict resolution skills. * Ability to escalate issues to appropriate levels within an organization. * Ability to work additional hours as necessary to meet business needs. The national average salary range for this role is $75-85k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$75k-85k yearly 3d ago
Onboarding Consultant, Specialization
Ascensus 4.3
Dreher, PA jobs
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. DDB Onboarding Consultant Responsible for managing aspects of the onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring responsibilities and tasks are performed in accordance with FuturePlan's core values and best practices. Job Functions, Essential Duties and Responsibilities Manages case load effectively to meet or exceed departmental specific service levels for quality and timeliness with limited supervision. Provides clear communication regarding the roles of each individual involved in the onboarding process. Collaborates with Sales and Business team members to continuously improve implementation processes. Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. Communicates the details of the plan's onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. Collaborates with internal departments to ensure completion of tasks by the scheduled due date. Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership that impact either service satisfaction and/or financial liability. Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. Provide hand-off to the appropriate associates to ensure a smooth transition for the client and financial advisor including identifying all open issues. Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned. Experience, Skills, Knowledge Requirements Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience. Proficiency in MS-Office software applications, including Excel and Word. 1-3 years of industry experience in financial services or retirement services environment is preferred. Minimum of 2 years of experience with Datair or similar system preferred. Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents. Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency. Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base. Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability. Ability to work in a team environment to ensure common goal of providing exceptional customer service. Ability to react to change productively and handle other essential tasks as assigned. Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment. Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. Must possess strong facilitation, negotiation, and conflict resolution skills. Ability to escalate issues to appropriate levels within an organization. Ability to work additional hours as necessary to meet business needs. The national average salary range for this role is $75-85k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$75k-85k yearly Auto-Apply 4d ago
Onboarding Consultant, Specialization
Ascensus 4.3
Dreher, PA jobs
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. DDB Onboarding Consultant Responsible for managing aspects of the onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients. Also responsible for quality control and assurance for plan conversions, account transition and ensuring responsibilities and tasks are performed in accordance with FuturePlan's core values and best practices. Job Functions, Essential Duties and Responsibilities * Manages case load effectively to meet or exceed departmental specific service levels for quality and timeliness with limited supervision. * Provides clear communication regarding the roles of each individual involved in the onboarding process. * Collaborates with Sales and Business team members to continuously improve implementation processes. * Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan. * Communicates the details of the plan's onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases. * Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress. * Provides training and assistance to clients to ensure completion of the client tasks and issue resolution. * Collaborates with internal departments to ensure completion of tasks by the scheduled due date. * Provides input to Management on client issues and onboarding delays. Proactively escalates potential risks to appropriate leadership that impact either service satisfaction and/or financial liability. * Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services. * Provide hand-off to the appropriate associates to ensure a smooth transition for the client and financial advisor including identifying all open issues. * Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study. * Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned. Experience, Skills, Knowledge Requirements * Bachelor's degree in Accounting, Business Administration, Mathematics, or equivalent work experience. * Proficiency in MS-Office software applications, including Excel and Word. * 1-3 years of industry experience in financial services or retirement services environment is preferred. * Minimum of 2 years of experience with Datair or similar system preferred. * Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents. * Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency. * Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base. * Possess excellent analytical abilities, attention to detail, accuracy and problem-solving ability. * Ability to work in a team environment to ensure common goal of providing exceptional customer service. * Ability to react to change productively and handle other essential tasks as assigned. * Ability to work well under pressure with multiple priorities and deadlines in a fast paced environment. * Ability to make dependable judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company. * Must possess strong facilitation, negotiation, and conflict resolution skills. * Ability to escalate issues to appropriate levels within an organization. * Ability to work additional hours as necessary to meet business needs. The national average salary range for this role is $75-85k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$75k-85k yearly 3d ago
Plan Termination Consultant, FuturePlan
Ascensus 4.3
Philadelphia, PA jobs
The Plan Termination Consultant is a position on the Plan Terminations Team responsible for all aspects of processing DC Plan Terminations. The Plan Termination Consultant is responsible for managing all aspects of plan administration for an assigned caseload of clients. Section 2: Job Functions, Essential Duties and Responsibilities * Prepare necessary government forms required for a plan termination * Compliance testing, analysis and corrective actions * Preparation of annual valuation and Form 5500 filing * Perform projected and year end non-discrimination testing * Calculation and allocation of annual employer contributions (including New Comparability) * Identify and resolve plan discrepancies * Census review, eligibility calculations, trust accounting and asset reconciliation * Ensure compliance with DOL and IRS requirements * Process final distribution of assets to participants. * Work with clients, plan sponsors, participants and others during the plan termination process regarding distribution of plan assets * Effectively communicates with clients, brokers, and staff in answering questions and problem solving. * Monitors and follows up on pending plan termination requests. * Track progress of all plan terminations to ensure deadlines are met. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Excellent customer service skills. * Strong attention to detail and ability to communicate effectively both in writing and verbally. * Effective analytical and problem-solving skills. * Great organization skills with the ability to prioritize effectively & efficiently. * Excellent at documentation and follow through. * Ability to make sound decisions * Results oriented * Strong knowledge of MS Office including Excel, Word and Outlook. * Experience with ASC is preferred. * Qualified candidates will have 2-3 years of experience working with ERISA qualified plans. * Finance and accounting experience is an additional asset for this position * High school diploma or equivalent required; two or four year degree preferred. * Coursework in pension plan administration or work towards certification a plus. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $65-75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$65k-75k yearly 3d ago
Plan Termination Consultant, FuturePlan
Ascensus 4.3
Dreher, PA jobs
The Plan Termination Consultant is a position on the Plan Terminations Team responsible for all aspects of processing DC Plan Terminations. The Plan Termination Consultant is responsible for managing all aspects of plan administration for an assigned caseload of clients. Section 2: Job Functions, Essential Duties and Responsibilities Prepare necessary government forms required for a plan termination Compliance testing, analysis and corrective actions Preparation of annual valuation and Form 5500 filing Perform projected and year end non-discrimination testing Calculation and allocation of annual employer contributions (including New Comparability) Identify and resolve plan discrepancies Census review, eligibility calculations, trust accounting and asset reconciliation Ensure compliance with DOL and IRS requirements Process final distribution of assets to participants. Work with clients, plan sponsors, participants and others during the plan termination process regarding distribution of plan assets Effectively communicates with clients, brokers, and staff in answering questions and problem solving. Monitors and follows up on pending plan termination requests. Track progress of all plan terminations to ensure deadlines are met. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Excellent customer service skills. Strong attention to detail and ability to communicate effectively both in writing and verbally. Effective analytical and problem-solving skills. Great organization skills with the ability to prioritize effectively & efficiently. Excellent at documentation and follow through. Ability to make sound decisions Results oriented Strong knowledge of MS Office including Excel, Word and Outlook. Experience with ASC is preferred. Qualified candidates will have 2-3 years of experience working with ERISA qualified plans. Finance and accounting experience is an additional asset for this position High school diploma or equivalent required; two or four year degree preferred. Coursework in pension plan administration or work towards certification a plus. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $65-75k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$65k-75k yearly Auto-Apply 4d ago
Consultant
Community Financial Credit Union 3.6
Gaylord, MI jobs
Who We Are: At Community Financial Credit Union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products. We've been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve. At Community Financial, we are always looking for mission-driven in-branch staff to bring our values to life, and we hope you might be one of them. About the role: Every day, the consultant transforms ordinary branch visits into digitally-forward, people-first extraordinary experiences that strengthen trust, deepen relationships, and create joy. This role bridges vision and action, ensuring that the organization's strategies and values are fully realized in the everyday experiences of members. By combining operational excellence with genuine care, the consultant carries our promise all the way through the final mile, where trust is built, relationships are deepened, and the credit union's purpose of creating joy and igniting Michiganders' impossible dreams comes to life. Through interactive and collaborative conversations, the consultant identifies opportunities to guide members toward solutions that align with their goals, whether through everyday transactions, specialized products, or deeper consultation. This role embodies our values by walking with members through both light and dark moments, positioning the organization as their trusted, lifelong partner. This position has a starting hourly rate of $20.48 , but your offer amount may be increased with relevant work experience and transferrable skills. This is a full-time position Monday-Saturday, with a day off during the week. Work schedule varies based on branch needs. How you'll shape the member experience: Walk alongside members in both light and dark moments. Carry the spirit of our Manifesto all the way through the final mile, ensuring every interaction makes members feel supported and relationships grow stronger. Guide members toward meaningful solutions with a digitally-first mindset. Take time to understand members' everyday finances and impossible dreams, recommending products and services that help them move forward with confidence. Deliver operational excellence with care. Handle transactions - including cash - with accuracy, integrity, and consistency, protecting members' trust while upholding compliance standards and dual control practices. Take ownership of member challenges. Stand courageously with members in difficult moments, resolving issues thoughtfully and turning challenges into opportunities for deeper connection. Be a confident and trusted resource. Share knowledge of deposit, lending, and digital banking products with clarity and care, guiding members as they navigate options big and small. Contribute to branch and organizational success. Celebrate team wins with a huzzah, promote solutions that make members' lives better, and elevate referrals that create lasting impact. Collaborate to strengthen community connection. Partner across branches and with other teams to ensure consistency, share expertise, and reflect the organization's commitment to creating joy and igniting Michiganders' impossible dreams. Commit to continuous learning and growth. Stay curious and engaged, deepening your knowledge of products, initiatives, and compliance while fostering belonging, collaboration, and strong relationships across the organization. Support organizational flexibility. Step in where needed - including at other branches - to ensure members always experience care and connection through the final mile. What you bring to the table: High school diploma or equivalent. Minimum two years' experience as a service representative in the retail or service industry or equivalent experience. Proficiency using Microsoft Suite. We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity. As a team member of Community Financial, you'll enjoy: Comprehensive medical, dental, and vision plans Four weeks of PTO for all full-time team members Up to 12-weeks paid paternity/maternity leave Lifestyle Accounts to help with your personal wellbeing Family Health Benefits Paid time off to observe all Federal Holidays Flexible work options, including flex scheduling and work from home for many positions A generous 401k match Numerous employee engagement activities Community Resource Groups Paid time off for occasions such as volunteering, caregiving, and family events Contact/application information: If this description appeals to you, please submit an application! A member of CFCU's Talent Acquisition Team will be in contact with you shortly! Equal Employment Opportunity Policy: Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws. Disclaimer: This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward. Please note that Community Financial Credit Union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
$20.5 hourly Auto-Apply 6d ago
Consultant
Community Financial Credit Union 3.6
Plymouth, MI jobs
Who We Are: At Community Financial Credit Union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products. We've been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve. At Community Financial, we are always looking for mission-driven in-branch staff to bring our values to life, and we hope you might be one of them. About the role: Every day, the consultant transforms ordinary branch visits into digitally-forward, people-first extraordinary experiences that strengthen trust, deepen relationships, and create joy. This role bridges vision and action, ensuring that the organization's strategies and values are fully realized in the everyday experiences of members. By combining operational excellence with genuine care, the consultant carries our promise all the way through the final mile, where trust is built, relationships are deepened, and the credit union's purpose of creating joy and igniting Michiganders' impossible dreams comes to life. Through interactive and collaborative conversations, the consultant identifies opportunities to guide members toward solutions that align with their goals, whether through everyday transactions, specialized products, or deeper consultation. This role embodies our values by walking with members through both light and dark moments, positioning the organization as their trusted, lifelong partner. This position has a starting hourly rate of $20.48 , but your offer amount may be increased with relevant work experience and transferrable skills. This is a full-time position Monday-Saturday, with a day off during the week. Work schedule varies based on branch needs. Possible work locations include Canton, Plymouth, Northville, Westland, Livonia, Wixom, West Bloomfield, and Detroit. How you'll shape the member experience: Walk alongside members in both light and dark moments. Carry the spirit of our Manifesto all the way through the final mile, ensuring every interaction makes members feel supported and relationships grow stronger. Guide members toward meaningful solutions with a digitally-first mindset. Take time to understand members' everyday finances and impossible dreams, recommending products and services that help them move forward with confidence. Deliver operational excellence with care. Handle transactions - including cash - with accuracy, integrity, and consistency, protecting members' trust while upholding compliance standards and dual control practices. Take ownership of member challenges. Stand courageously with members in difficult moments, resolving issues thoughtfully and turning challenges into opportunities for deeper connection. Be a confident and trusted resource. Share knowledge of deposit, lending, and digital banking products with clarity and care, guiding members as they navigate options big and small. Contribute to branch and organizational success. Celebrate team wins with a huzzah, promote solutions that make members' lives better, and elevate referrals that create lasting impact. Collaborate to strengthen community connection. Partner across branches and with other teams to ensure consistency, share expertise, and reflect the organization's commitment to creating joy and igniting Michiganders' impossible dreams. Commit to continuous learning and growth. Stay curious and engaged, deepening your knowledge of products, initiatives, and compliance while fostering belonging, collaboration, and strong relationships across the organization. Support organizational flexibility. Step in where needed - including at other branches - to ensure members always experience care and connection through the final mile. What you bring to the table: High school diploma or equivalent. Minimum two years' experience as a service representative in the retail or service industry or equivalent experience. Proficiency using Microsoft Suite. We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity. As a team member of Community Financial, you'll enjoy: Comprehensive medical, dental, and vision plans Four weeks of PTO for all full-time team members Up to 12-weeks paid paternity/maternity leave Lifestyle Accounts to help with your personal wellbeing Family Health Benefits Paid time off to observe all Federal Holidays Flexible work options, including flex scheduling and work from home for many positions A generous 401k match Numerous employee engagement activities Community Resource Groups Paid time off for occasions such as volunteering, caregiving, and family events Contact/application information: If this description appeals to you, please submit an application! A member of CFCU's Talent Acquisition Team will be in contact with you shortly! Equal Employment Opportunity Policy: Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws. Disclaimer: This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward. Please note that Community Financial Credit Union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
$20.5 hourly Auto-Apply 7d ago
Consultant
Community Financial Credit Union 3.6
Atlanta, MI jobs
Who We Are: At Community Financial Credit Union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products. We've been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve. At Community Financial, we are always looking for mission-driven in-branch staff to bring our values to life, and we hope you might be one of them. About the role: Every day, the consultant transforms ordinary branch visits into digitally-forward, people-first extraordinary experiences that strengthen trust, deepen relationships, and create joy. This role bridges vision and action, ensuring that the organization's strategies and values are fully realized in the everyday experiences of members. By combining operational excellence with genuine care, the consultant carries our promise all the way through the final mile, where trust is built, relationships are deepened, and the credit union's purpose of creating joy and igniting Michiganders' impossible dreams comes to life. Through interactive and collaborative conversations, the consultant identifies opportunities to guide members toward solutions that align with their goals, whether through everyday transactions, specialized products, or deeper consultation. This role embodies our values by walking with members through both light and dark moments, positioning the organization as their trusted, lifelong partner. This position has a starting hourly rate of $20.48 , but your offer amount may be increased with relevant work experience and transferrable skills. This is a full-time position Monday-Saturday, with a day off during the week. Work schedule varies based on branch needs. Possible work locations include Atlanta, Hillman and Lewiston. How you'll shape the member experience: Walk alongside members in both light and dark moments. Carry the spirit of our Manifesto all the way through the final mile, ensuring every interaction makes members feel supported and relationships grow stronger. Guide members toward meaningful solutions with a digitally-first mindset. Take time to understand members' everyday finances and impossible dreams, recommending products and services that help them move forward with confidence. Deliver operational excellence with care. Handle transactions - including cash - with accuracy, integrity, and consistency, protecting members' trust while upholding compliance standards and dual control practices. Take ownership of member challenges. Stand courageously with members in difficult moments, resolving issues thoughtfully and turning challenges into opportunities for deeper connection. Be a confident and trusted resource. Share knowledge of deposit, lending, and digital banking products with clarity and care, guiding members as they navigate options big and small. Contribute to branch and organizational success. Celebrate team wins with a huzzah, promote solutions that make members' lives better, and elevate referrals that create lasting impact. Collaborate to strengthen community connection. Partner across branches and with other teams to ensure consistency, share expertise, and reflect the organization's commitment to creating joy and igniting Michiganders' impossible dreams. Commit to continuous learning and growth. Stay curious and engaged, deepening your knowledge of products, initiatives, and compliance while fostering belonging, collaboration, and strong relationships across the organization. Support organizational flexibility. Step in where needed - including at other branches - to ensure members always experience care and connection through the final mile. What you bring to the table: High school diploma or equivalent. Minimum two years' experience as a service representative in the retail or service industry or equivalent experience. Proficiency using Microsoft Suite. We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity. As a team member of Community Financial, you'll enjoy: Comprehensive medical, dental, and vision plans Four weeks of PTO for all full-time team members Up to 12-weeks paid paternity/maternity leave Lifestyle Accounts to help with your personal wellbeing Family Health Benefits Paid time off to observe all Federal Holidays Flexible work options, including flex scheduling and work from home for many positions A generous 401k match Numerous employee engagement activities Community Resource Groups Paid time off for occasions such as volunteering, caregiving, and family events Contact/application information: If this description appeals to you, please submit an application! A member of CFCU's Talent Acquisition Team will be in contact with you shortly! Equal Employment Opportunity Policy: Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws. Disclaimer: This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward. Please note that Community Financial Credit Union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
$20.5 hourly Auto-Apply 6d ago
Consultant
Community Financial Credit Union 3.6
Atlanta, MI jobs
Job Description Who We Are: At Community Financial Credit Union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products. We've been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness, reflecting our deep commitment to our team members and the communities we serve. At Community Financial, we are always looking for mission-driven in-branch staff to bring our values to life, and we hope you might be one of them. About the role: Every day, the consultant transforms ordinary branch visits into digitally-forward, people-first extraordinary experiences that strengthen trust, deepen relationships, and create joy. This role bridges vision and action, ensuring that the organization's strategies and values are fully realized in the everyday experiences of members. By combining operational excellence with genuine care, the consultant carries our promise all the way through the final mile, where trust is built, relationships are deepened, and the credit union's purpose of creating joy and igniting Michiganders' impossible dreams comes to life. Through interactive and collaborative conversations, the consultant identifies opportunities to guide members toward solutions that align with their goals, whether through everyday transactions, specialized products, or deeper consultation. This role embodies our values by walking with members through both light and dark moments, positioning the organization as their trusted, lifelong partner. This position has a starting hourly rate of $20.48, but your offer amount may be increased with relevant work experience and transferrable skills. This is a full-time position Monday-Saturday, with a day off during the week. Work schedule varies based on branch needs. Possible work locations include Atlanta, Hillman and Lewiston. How you'll shape the member experience: Walk alongside members in both light and dark moments. Carry the spirit of our Manifesto all the way through the final mile, ensuring every interaction makes members feel supported and relationships grow stronger. Guide members toward meaningful solutions with a digitally-first mindset. Take time to understand members' everyday finances and impossible dreams, recommending products and services that help them move forward with confidence. Deliver operational excellence with care. Handle transactions - including cash - with accuracy, integrity, and consistency, protecting members' trust while upholding compliance standards and dual control practices. Take ownership of member challenges. Stand courageously with members in difficult moments, resolving issues thoughtfully and turning challenges into opportunities for deeper connection. Be a confident and trusted resource. Share knowledge of deposit, lending, and digital banking products with clarity and care, guiding members as they navigate options big and small. Contribute to branch and organizational success. Celebrate team wins with a huzzah, promote solutions that make members' lives better, and elevate referrals that create lasting impact. Collaborate to strengthen community connection. Partner across branches and with other teams to ensure consistency, share expertise, and reflect the organization's commitment to creating joy and igniting Michiganders' impossible dreams. Commit to continuous learning and growth. Stay curious and engaged, deepening your knowledge of products, initiatives, and compliance while fostering belonging, collaboration, and strong relationships across the organization. Support organizational flexibility. Step in where needed - including at other branches - to ensure members always experience care and connection through the final mile. What you bring to the table: High school diploma or equivalent. Minimum two years' experience as a service representative in the retail or service industry or equivalent experience. Proficiency using Microsoft Suite. We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity. As a team member of Community Financial, you'll enjoy: Comprehensive medical, dental, and vision plans Four weeks of PTO for all full-time team members Up to 12-weeks paid paternity/maternity leave Lifestyle Accounts to help with your personal wellbeing Family Health Benefits Paid time off to observe all Federal Holidays Flexible work options, including flex scheduling and work from home for many positions A generous 401k match Numerous employee engagement activities Community Resource Groups Paid time off for occasions such as volunteering, caregiving, and family events Contact/application information: If this description appeals to you, please submit an application! A member of CFCU's Talent Acquisition Team will be in contact with you shortly! Equal Employment Opportunity Policy: Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws. Disclaimer: This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward. Please note that Community Financial Credit Union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
$20.5 hourly 6d ago

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