Development Associate jobs at Wells Fargo - 2305 jobs

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

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

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

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

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

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

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

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

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

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

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

CME Group is the world's leading and most diverse derivatives exchange. We are seeking a skilled and motivated Quantitative Developer to work in our dynamic and productive Quantitative Risk Management team within the Clearing House of CME. The Sr Quantitative Development Associate position is responsible for developing CME's in-house production analytics library which incorporates major parts of CME's risk and pricing models, risk-related optimizations and further analytics capability. The team is also responsible for several risk related research applications (e.g. back-testing) and is exploring cutting-edge technology, e.g. Cloud services, GPUs, AI tools, to boost application and development performance. Principle Accountabilities: * Code development of new quantitative risk models within the CME C++ production risk library (based on mathematical specifications and research code). * Writing unit and functional test cases and obtaining test data from systems or other groups. * Work with the QA teams to ensure correctness not only within the risk library itself but also the integration into the wider system infrastructure (e.g. data integrity, correct usage). * Work with IT teams to help bring the code into production. * Agreeing on timelines, milestones, interfaces, required data and their format, and providing documentation and usage assistance to library users. * Responsible for code reviews, design discussions and documentation. * Collaborate with offshore development teams and coordinate projects to guarantee a timely delivery. Skills and Software Requirements: * Very good knowledge of C++ (4+ years of experience). * Possession of good analytical, mathematical, and problem solving skills, with quantitative skills being a plus. * Ability to read and understand mathematical and algorithmic specifications * Good knowledge of Java. * Good general software development skills, including code documentation. * Working knowledge of versioning systems (e.g. git) and development environments (e.g. Visual Studio, Eclipse). * System experience with Linux/Unix environments and/or databases, Latex documentation system is a plus. * Cloud experience with GCP/AWS/Azure and/or GPU/CUDA programming is a plus. Qualifications: * Master (or Doctorate) in Computer Science, Financial Engineering, Financial/Applied/Pure Mathematics, Physics, or a related discipline. CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay range for this role is $128,500-$214,100. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents. CME Group: Where Futures are Made CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic. Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.

Jackson Thornton's Summer Leadership Program offers accounting majors a glimpse into the world of public accounting and consulting for rising sophomore-junior accounting majors. What to Expect: Networking opportunities with JT employees. Informative presentations on our firm's history, values, and opportunities. Skill-building activities with accounting majors from across the state. Employee led Q&A panels. Applicants must have an interest in accounting as a future career. It is suggested that attendees have completed at least their freshman year and declared accounting as their major. Programs are offered in Montgomery and Auburn. Dates will be confirmed December 2025.

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

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

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

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

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

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