Analyst II Enterprise Risk Management
Cardworks Job In Woodbury, MN
Join our team - and take the next step in achieving a fulfilling career!
What We Do
At CardWorks, we aim to help people connect with possibility and opportunity using our financial servicing expertise. Building meaningful, long-term relationships with consumers, our employees, and our clients is what matters most.
Who We Are
CardWorks, Inc. is a diversified consumer finance service provider and parent company of CardWorks Servicing, LLC, Merrick Bank and Carson Smithfield, LLC.
CardWorks Servicing, LLC provides end-to end operational servicing functions for credit cards, secured cards, and installment loans. We service consumer and small business loans across the credit spectrum and offers backup servicing and due diligence services to capital providers and trustees.
Merrick Bank is an FDIC-insured Utah Industrial Loan Bank. Merrick operates three main business lines: credit cards, recreational lending, and merchant services.
Carson Smithfield, LLC provides a variety of post-charge-off debt recovery services, including digital self-service, IVR, live agent, and external agency management.
The Enterprise Risk Management (“ERM”) team is responsible for implementing ERM Governance, oversight of risks, and providing an independent view of the risk faced by CardWorks, its clients and their customers.
As the ERM Risk Analyst, you will be responsible for assisting with the oversight of the entity's Enterprise Risk Management Program by monitoring of the internal risk & control environment, tracking issues and remediation plans, and assisting with the preparation of Risk Reporting to Senior Management.
Essential Functions:
Leads significant efforts to automate risk management processes and reporting through the use of data visualization tools
Develops systemic tools for tracking and reporting risk initiatives according to the Company's risk framework
Advocates for enhancements to products, processes, procedures and in house tools
Participates in new product and business developments, system initiatives and other projects to aid in potential risk related issue resolution and makes recommendations to for risk mitigation and change management related tasks, as required
Responds to inquiries from clients, auditors, etc. regarding enterprise risk processes and escalates questions or issues to department management as appropriate including the tracking and handling of document gathering
Assists with ongoing identification and monitoring of emerging and existing enterprise level risks
Contributes to establishment of a comprehensive inventory of risks and controls, and works with risk owners to monitor key risk indicators and action plans for out of tolerance risks
Maintains oversight over the management of audit and/or exam finding remediation for the department
Performs other duties as assigned
Education and Experience:
BA/BS in business related field or 3 years of equivalent work experience in lieu of education required
Four (4) years in credit card, banking, financial services or related industry experience with at least three (2) years in compliance, risk, audit, controls or related discipline required
Must possess strong analytical skills, systems skills, and writing / communication skills
Data Visualization and report development experience preferred (DOMO, Power BI)
GRC system experience preferable (RSA Archer experience a plus)
Experience with Microsoft applications (Excel, Word, PowerPoint, and Visio)
Summary of Qualifications:
Proficient in the use of query tools, reporting tools and languages such as SQL, Archer, and Excel.
Working knowledge of database structures.
Ability to develop and support reporting using multiple systems including databases and spreadsheets including the use of pivot tables and Visio flowcharts.
Responsible, flexible, detail-driven individual possessing the ability to work closely with business leaders and manage time and effort efficiently
Requires excellent verbal and written skills; presents ideas in a clear, concise, understandable and organized manner
Ability to work under pressure; flexibility and willingness to work at a rapid pace
Ability to multi-task is essential
Ability to understand and carry out oral and written instructions
Requires excellent organizational and time management skills
Maintains a high level of confidentiality due to sensitive nature of documents that are handled
Industry experience and knowledge of general concepts of operational and enterprise level risk and mitigation
The salary range for this position, if located in NY Metro/NY State is $77,000.00 to $85,000.00 annually. However, please note that the salary range will vary for other geographic areas.
Our Employee Value Proposition
Competitive Pay, including a Bonus Target or Variable Pay Incentive Program
Benefits Package -Medical, Dental, and Vision (plus much more)
401(k) Plan with Company Match
Short- & Long-Term Disability
Wellness Programs
Group Life and AD&D Insurance
Paid Vacation, Sick Days and bank Holidays
Employee Engagement Activities including Employee Appreciation Day, DEI Employee Resource Groups, Corporate Social Responsibility, Service Recognition
We offer a total rewards package
comprised
of a competitive base rate of pay, variable pay incentive programs based on the role, and a comprehensive benefit suite.
Offered rates of pay
are
determined
based on job-related knowledge, relevant experience, skills, certifications, and geographic location.
We are an equal opportunity employer, and we evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran
status
or any other legally protected characteristic. We will conduct a thorough background check for all hires in compliance with applicable
.
Customer Service Representative
Saint Cloud, MN Job
Cetera Financial Group is currently seeking a Service Professional for our company's office located in St. Cloud, MN. This is a unique opportunity to join our team to provide customer service to our clients.
What you will do:
As a Service Professional at Cetera Financial Institutions, you will be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world's most referable platform.
Handle complex and escalated issues from financial professionals and customers.
Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc.
Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
Utilize the CRM (Client Relationship Management) tool to accurately record each call.
Work independently within the team to assist callers without requiring outside assistance.
Participate in special projects as assigned.
Provide training support on department process and system navigation
What you need to have:
1+ year of previous call center experience
1+ year of proficiency with Microsoft Office tools.
Must have High School diploma or GED
Demonstrated experience delivering excellent problem resolution, organizational and follow up skills
Success driven personality
Really catch our eye with:
Demonstrate a real passion for providing high level of customer service.
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
Top notch communication and interpersonal skills
Keen eye for detail
Highly responsive to coaching and training.
Able to work well independently as well as collaborating with team members and other peers/leaders
Show an understanding of the Financial Services Industry and our role in it.
Banking experience
College degree or equivalent experience
Compensation: The base annual salary range for this role is $42,000 - $50,000 plus annual bonus potential. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
Director of Operations
Minnetonka, MN Job
Primary Purpose:
The Director of Operations will be responsible for maintaining, developing and supporting the firm's comprehensive business operations including standard operating procedures, and operational workflows across all departments including Human Resources, Finance, Cetera Advisor Networks (CAN), AdvisorNet Wealth Partners (AWP), AdvisorNet Insurance (ANI) and Benefits (ANB), Portfolio Partners and more. This role will plan, direct, supervise and coordinate work activities, while supporting the overall operational, budgetary, and financial responsibilities of the company.
Key Responsibilities and Essential Functions:
Manage and lead a team responsible for overarching business operations, and operations workflows.
Partner with the Chief Operating Officer and organizational leaders to strengthen, integrate, enhance and maintain systems data, data integrity, standard operating procedures, and workflow across all departments to support operational efficiency and business reporting.
Develop and maintain department level SOPs while assuring implementation and ongoing use.
Influence business results by providing strategic recommendations to enhance business operations.
Cultivate and grow strong relationships with advisors and vendors across all business lines to support our value proposition and ensure service excellence to all advisors and clients.
Lead and support corporate projects and initiatives, including the coordination with strategic partners and legal counsel.
Other special projects and duties as assigned within functional/knowledge area.
People Management Responsibilities and Essential Functions:
Hire, coach, mentor, and develop employees, including partnership with Human Resources for recruitment, job description development and new hire onboarding, training, and career development.
Oversee the development and execution of employee's performance that supports professional growth and achievement of individual and business objectives. Provide effective feedback through employee recognition, rewards, and disciplinary action, when necessary.
Develop and execute the strategic department business plan, ensuring alignment with organization objectives which supports sustained growth. Manage department budgets including compensation review, ensuring fiscal responsibility.
Maintain employee work schedules including assignments, time off, telecommuting, time and attendance, and if applicable, overtime scheduling.
Job Specifications:
5+ years of experience in the financial services industry in an operations or advisor transitions role, required.
3+ years of management experience, required.
B.A. in business, finance, or related field.
Experience with securities and investment advisory operations, systems and administration, preferred.
FINRA licenses Series 7 and Series 66, required.
FINRA license Series 24, preferred.
Knowledge of SEC, FINRA, and state advisory, and insurance regulations.
Strong user of technology, with knowledge or Salesforce, Office365 Suite, BlackDiamond, SmartOffice and Salesforce preferred.
Up to 10% travel.
Proven strong leadership skills, with knowledge of HR policy.
Personable, approachable with a positive attitude in providing service excellence.
Ability to work independently with effective time management, organization, and analytical and problem-solving skills.
Strong and professional verbal and written communication skills. Active listener.
Ability to manage multiple priorities and projects simultaneously, effectively resolve conflict, and mitigate risk for the business.
Ability to maintain confidentiality, exercise discretion, make solid judgements and act with integrity, professionalism, and empathy. Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.
competitive benefit package available
Commercial Lender
Minneapolis, MN Job
Commercial Lender - Minneapolis, MN
Salary: $100K - $200K (DOE)
Are you an experienced Commercial Lender looking for an opportunity to grow your portfolio in the Rochester market? We are seeking a results-driven professional with strong relationship-building skills to join our team.
Responsibilities:
Develop and manage a portfolio of commercial loans, ranging from small business to middle-market clients.
Build and maintain relationships with business owners, real estate investors, and other commercial clients in the Rochester area.
Analyze financial statements, assess credit risk, and structure loan terms to meet both client and bank objectives.
Cross-sell banking products and services, ensuring a comprehensive approach to client financial needs.
Monitor loan performance, ensure compliance with banking regulations, and manage portfolio risk.
Actively network and engage in community events to develop new business opportunities.
Qualifications:
2-10+ years of commercial lending experience preferred.
Strong knowledge of credit analysis, underwriting, and loan structuring.
Established connections within the Rochester market are highly preferred.
Proven ability to generate new business and grow a loan portfolio.
Excellent communication and negotiation skills.
Bachelor's degree in Finance, Business, or a related field preferred.
Why Join Us?
Competitive base salary with strong performance-based incentives.
Supportive and relationship-focused banking environment.
Opportunity to grow within a highly respected financial institution.
If you're a driven lender with a passion for helping businesses succeed, we'd love to hear from you! Apply today or reach out to discuss this opportunity further.
Executive Assistant
Edina, MN Job
Accredited Investors Wealth Management is seeking a full-time Executive Assistant who is organized, compassionate, and hard-working with a desire to contribute to a growing team. The ideal candidate values a team-based, fast-paced, collaborative working environment and culture, exceptional attention to detail, and an ability to solve problems proactively and independently.
Who We Are
We are a high-performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to over 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients' lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $3.7 billion of investment assets as of 12/31/2024.
We demonstrate our commitments - to our clients, our colleagues, and our community - through our values, culture, and mindset:
Values-Based
: Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.
Culture-Focused
: The Cultural Constitution from which we operate at Accredited isn't meant to be aspirational; it's practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.
Curiosity-Minded
: We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.
What It's Like to Work Here
Purposeful
- At Accredited Investors Wealth Management, our guiding principles are centered on improving the individual and collective lives of all those we serve - clients, colleagues, and the community.
Challenging
- Our work is frequently challenging and fast paced, yet we believe challenges bring out the best in others and ourselves. It is one of the many reasons why Accredited's workplace culture has often been recognized by media outlets within our community and our industry.
Energizing
- Surrounded by thoughtful, charismatic leaders, laughter echoes through our hallways and egos are checked at the door. While collaboration is engrained, camaraderie is organic. New learnings are fostered and shared. Fun is encouraged on most days ending in y.
Who You Will Work With
You will be supporting a C-level executive who is deeply involved in managing both the people and business operations of the firm. As a managing partner, he leads the firm's executive committee, shareholder meetings, and all-hands meetings while also maintaining deep relationships with our clients.
His work style is a dynamic blend of speed and precision, balancing adaptability with structure. Highly tech-savvy, he values streamlined digital communication, while also being intentional about in-person discussions when needed. With a schedule brimming with meetings, your role will be to provide proactive support - optimizing calendars, coordinating travel, preparing agendas and presentations, and managing various administrative tasks. Attention to detail and thoughtful scheduling are essential for high-priority discussions and focused work.
A key challenge will be helping manage competing demands on his time. Requests come from clients, employees, and leadership, requiring you to prioritize meetings, set boundaries diplomatically, and ensure time is allocated effectively. Knowing when to protect his schedule versus adjusting for urgent matters will be key.
This position requires someone who can navigate both structure and flexibility, knowing when to step in with support before it's asked for. Success comes from anticipating needs, staying organized amidst shifting demands, and creating efficiencies that empower the executive to stay focused on high-level strategic responsibilities..
Who Will Be Successful
Proactive, Strategic & Anticipatory: You don't just react-you foresee and solve. Success in this role comes from recognizing what needs to be done before it becomes urgent, identifying potential roadblocks, and proactively finding solutions. Whether clearing scheduling conflicts, preparing materials in advance, or ensuring smooth transitions between meetings, your ability to anticipate and act strategically will be invaluable.
Organized & Detail-Oriented: Managing a high-volume schedule and a variety of tasks requires exceptional organization. You will keep track of deadlines, prepare agendas and presentations, coordinate travel logistics, and ensure that meetings run efficiently. Small details matter-accuracy in scheduling, documentation, and follow-through is critical, as every detail reflects the executive and the firm.
Tech-Savvy & Adaptable: You will be working with a leader who values efficiency and digital tools. You should be comfortable navigating technology, learning new systems, and streamlining processes through digital solutions. Adaptability is key, whether shifting priorities, handling last-minute changes, or adjusting to new workflows.
Confident & Clear Communicator: Strong communication is essential for coordinating meetings, preparing materials, and ensuring key information flows efficiently. You will help keep the executives' schedule running smoothly by managing priorities and ensuring alignment with internal and external stakeholders. Your ability to communicate with confidence, clarity, and discretion will be key.
Discreet, Trustworthy & Composed Under Pressure: You will be handling confidential information and sensitive discussions, requiring a high level of discretion and professionalism. You must maintain trust while also staying composed under pressure, handling shifting priorities, tight deadlines, and last-minute changes with a calm, solution-focused mindset.
What You Offer
5+ years of experience directly supporting C-level executives required.
Minimum of 2 years' experience providing support to a president or CEO preferred.
Exceptionally responsive and proactive, with a proven track record of thriving in a high-pressure, time-sensitive environment.
Highly organized, with the ability to manage competing priorities and multiple tasks with precision and attention to detail.
Strong interpersonal and communication skills, adept at fostering relationships with professionalism and diplomacy.
Flexible, resourceful, and dependable team collaborator.
Skilled at anticipating needs, identifying challenges, and developing proactive solutions.
Proven ability to handle sensitive information with confidentiality, navigating shifting priorities with adaptability, and maintain exceptional responsiveness.
Extensive calendar management experience, including scheduling and prioritizing high-volume meetings, anticipating conflicts, and optimizing time management.
Experience preparing agendas and presentations.
Tech-savvy and adept with digital tools, including Customer relationship management (Microsoft Dynamics, client portal, etc.), Communication (Zoom, Teams, Outlook), and Document management (SharePoint, OneDrive).
Ability to listen to and incorporate feedback when given.
Associate's degree or higher required.
Adherence to Accredited's strict compliance and confidentiality standards.
What We Offer
Accredited Investors Wealth Management offers a competitive compensation and benefits package including medical; dental; vision; disability and life insurance. We offer a 401k plan with generous employer contributions and match. In addition to our core benefits package, Accredited also offers enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; a marketplace-leading time-off allowance, including paid parental and grandparental leave and paid volunteer time; and firm-wide profit sharing. Our employees enjoy a sustainably focused, beautifully appointed facility, including a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.
Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.
Note to Recruiters & Staffing Agencies: We are not engaging external recruiters or agencies for this role. Any unsolicited outreach to our employees regarding this role will not receive a response. Please respect our request and refrain from contacting us.
For more information about our firm, please visit our website at Accredited.com. If you're interested in applying for this role, please apply via our LinkedIn job posting. Please note: Due to the high volume of applications, we are unable to respond to direct messages or InMails. If you'd like to express your interest in the role, we encourage you to apply and include a cover letter so we can learn more about you!
Strategic Account Manager
Salt Lake City, UT Job
Our client is a dynamic logistics provider offering transportation solutions throughout North America for almost 15 years. They are hiring a motivated Strategic Account Manager, focused on generating new revenue, managing accounts, and meeting sales objectives. This hunter sales role requires knowledge of the truckload freight market, strong communication skills, and an urgency-driven approach. If you've got the expertise and energy that is contagious, let's talk!
What's Great About This Opportunity:
Competitive base salary plus commission.
Comprehensive medical, dental, vision, and ancillary insurance packages.
401(k) plan, paid holidays, PTO, and free downtown parking.
Opportunities for growth and advancement.
Collaborative, fast-paced, and fun office environment.
Responsibilities:
Identify, qualify, and develop relationships with prospective customers to independently generate new sales revenue.
Source and secure freight through various channels, including industry networking, CRM leads, social media, and past contacts.
Manage customer relationships, provide excellent customer service, and grow accounts by sourcing and securing additional opportunities.
Develop and apply industry and sales knowledge, including prospecting, pipeline development, pricing strategies, and account management.
Collaborate with Operations to ensure effective customer solutions and coordinate pricing and bid packages with the Pricing Team.
Track sales activity in CRM (Salesforce) and ensure data accuracy in TMS (McLeod).
Utilize problem-solving skills to proactively resolve customer issues and communicate effectively with internal teams.
Attend weekly sales meetings to discuss metrics, service issues, and training.
Qualifications:
BA/BS degree or equivalent experience.
3-5 years of outside sales experience, specifically in freight brokerage or trucking environments.
Strong understanding of brokerage/trucking operations and geographic freight markets.
Experience with McLeod TMS, Salesforce, and Microsoft Office (Excel, Word).
Significant travel as needed.
Strong written and verbal communication, relationship-building, and problem-solving skills.
Ability to work independently and in a team, meet deadlines, and multitask in a fast-paced environment.
Detail-oriented, punctual, and committed to a strong work ethic.
Financial Representative
Mendota Heights, MN Job
Career changers are encouraged to apply!
This is a full time commission based role with
uncapped earning potential
. A career in financial advising is ideal for people who are natural connectors with entrepreneurial mindsets that are looking to make a lasting difference in their communities. Read below to learn how a role with Northwestern Mutual could transform your career!
Becoming a Financial Representative
Becoming a Financial Representative at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a Financial Representative, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
On your path to becoming a Financial Advisor, you start as a Financial Representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Training, Licensing, and Designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
On the road to becoming a Financial Advisor, you will obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) (1)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support (2)
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
Bachelor's degree or equivalent professional work experience
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communication skills
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
About Northwestern Mutual
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes (3).
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why Join Northwestern Mutual:
Top 5 US Independent Broker-Dealers (4)
Unsurpassed financial strength with total company assets of $366 billion (5)
Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management (6)
Fortune 500 company (June 2024)
Forbes' Best Employers for Diversity (2023)
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
2024 Training APEX Award winner
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
(1) No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
(2) Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
(3) Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
(4) Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.
(5) Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
(6) To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
Consumer Lending Advisor
Mendota Heights, MN Job
At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.
In the Role
Deliver results related to individual and branch sales goals as well as customer expectations
Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle
Present financial solutions, based on customer needs, that meet their goals
Present customers with optional insurance products
Educate customers on the terms and conditions of their loan to ensure a clear understanding
Partner with local businesses to seek out and develop new customers
Learn how to utilize credit underwriting techniques and sales tools
Manage the life cycle of the loan, including collections activities, complying with all laws and regulations
Requirements:
HS Diploma/GED
Preferred:
Sales, Collections or Customer Service experience
Bi-Lingual
Location: On site
Target base salary range is $18.00-$22.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days' vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
OT Systems Administrator
Plymouth, MN Job
Deliver business value through Right and Fast partnership
As an OT Systems Administrator here at Honeywell, you will play a crucial role in managing and maintaining operational technology (OT) systems to ensure the smooth operation of our aerospace products and services. You will be responsible for the configuration, monitoring, and troubleshooting of OT systems, as well as implementing security measures to protect against cyber threats. In this role, you will have the opportunity to work with cutting-edge technology and contribute to the success of our aerospace business.
You will report directly to our Senior OT Systems Manager and you'll work out of our Plymouth, MN location on a hybrid work schedule.
Hybrid Work Schedule Note: For the first 90 days, New Hires must be prepared to work 100% onsite M-F.
In this role, you will impact the company by ensuring the reliability and security of our OT systems, which are critical to the operation of our aerospace products and services. You will collaborate with cross-functional teams to implement best practices and drive continuous improvement in OT system management.
KEY RESPONSIBILITIES
- Operational Technology (OT) System Support:
o Take ownership of the operational technology systems in the manufacturing environment, including supervisory control and data acquisition (SCADA), process control systems, manufacturing execution systems (MES), and related hardware and software components.
o Provide technical support for OT systems and servers, including troubleshooting, maintenance, upgrades, and configuration changes.
o Collaborate with vendors, system integrators, and internal teams to ensure the optimal performance and reliability of the OT systems.
o Implement robust cybersecurity measures to protect OT systems from potential threats or vulnerabilities.
- Process Optimization and Automation:
o Identify opportunities to improve manufacturing processes through the integration and optimization of OT systems.
o Analyze data from OT systems to identify bottlenecks, inefficiencies, and areas for improvement.
o Conduct regular performance assessments and audits of OT systems, making recommendations for enhancements and upgrades.
- Cross-Functional Collaboration:
o Collaborate with engineering teams, production managers, quality assurance, IT teams and other stakeholders to understand their requirements and translate them into effective OT system solutions.
o Participate in cross-functional projects and initiatives to drive continuous improvement and innovation in the manufacturing environment.
o Provide guidance and mentorship to junior engineers and technicians, fostering a culture of knowledge sharing and skill development.
- Compliance and Documentation:
o Ensure compliance with relevant industry standards, regulations, and safety guidelines in all aspects of OT system design, implementation, and operation.
o Develop and maintain comprehensive documentation, including system specifications, standard operating procedures, user manuals, and troubleshooting guides.
o Conduct training sessions and workshops for end-users to ensure proper understanding and utilization of OT systems.
- Adherence to Standards, Compliance & Enterprise Scalability
o Ensuring that applications that are built on the OT are adhering to the Honeywell defined architecture, security (CMMC 2.0, Cyber security) & other compliance (Data compliance, ITAR & EC) standards.
Travel up to 15%
Relocation support may be provided
BENEFITS OF WORKING FOR HONEYWELL
In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: click here
U.S. PERSON REQUIREMENTS
Due to compliance with U.S. export control laws and regulations, candidate must be a U.S. Person, which is defined as, a U.S. citizen, a U.S. permanent resident, or have protected status in the U.S. under asylum or refugee status.
The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates.
YOU MUST HAVE:
Bachelor's degree from an accredited institution in Engineering, Computer Science, Management Information Systems, or a related field.
At least 5 years of demonstrated experience working with operational technology systems in a manufacturing environment, with a track record of leadership and successful project delivery.
Strong understanding on the Network infrastructure and connectivity.
Experience with Microsoft Windows server administration and troubleshooting.
WE VALUE:
Experience with VMware or similar virtualization technology
Proficiency in programming languages commonly used in OT environments (e.g., PLC programming, ladder logic, HMI/SCADA scripting, PL/SQL, T-SQL, OOP).
Knowledge of OT technologies, such as SCADA, process control systems, MES, industrial networks, and related protocols (e.g., OPC, Modbus, TCP/IP).
Strong understanding of manufacturing processes, automation, data analytics, and optimization techniques.
Broad knowledge of cybersecurity principles and best practices, particularly as they apply to OT systems.
Exceptional problem-solving skills, strategic thinking, and the ability to drive innovation and change.
Excellent communication, collaboration, and stakeholder management s
ABOUT HONEYWELL
Honeywell International Inc. (Nasdaq: HON) is a global leader in the aerospace industry, providing innovative products and services that enhance the safety, efficiency, and sustainability of air travel. Our aerospace business is dedicated to delivering cutting-edge technology solutions that enable our customers to achieve their mission-critical objectives.
THE BUSINESS UNIT
Honeywell Aerospace is a leading provider of integrated avionics, engines, systems, and service solutions for aircraft manufacturers, airlines, business and general aviation, military, space, and airport operations. Our products and services are used by customers around the world to improve the safety, efficiency, and sustainability of air travel.Additional Information
JOB ID: HRD255545
Category: Information Technology
Location: 12001 State Highway 55,Plymouth,Minnesota,55441,United States
Exempt
Due to US export control laws, must be a US citizen, permanent resident or have protected status.
Global (ALL)
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
Financial Advisor
Saint Cloud, MN Job
Meaningful work. Rewarding career.
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program.
Job Description
As a Thrivent Financial advisor, you'll:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.
Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
#LI-hybrid #LI-KP1
Senior Manager, Service Engagement
Saint Paul, MN Job
As the Senior Manager of Service reporting directly to the Managing Director, you will be a dynamic leader with direct reports, demonstrating exceptional drive, intelligence, and capability. This role requires a highly motivated individual with the ability to make a significant impact across the service organization. Your primary responsibility will be to lead and manage multiple service teams and service officers that are aligned to foster advisor relationships within their respective communities as well deploying relevant, accurate policy and procedures, employee coaching programs and quality initiatives that enhance the effectiveness of advisor and client facing teams.
The Senior Manager of Service plays a critical role as a partner to our Elite financial professionals. This position requires a self-motivated individual with critical-thinking skills, the ability to work in a fast-paced, evolving, high-volume team-driven environment, and demonstrate excellent customer service skills.
To excel in enabling service, a deep understanding of the organizational service strategy is essential. Your background should include relevant elevated service frontline and advisor relationship management experience to cater and honor the best practices and offerings set by respective communities and the complexity involved in supporting these roles effectively.
Your ability to collaborate across organizational functions and departments, including our growth organizations, coupled with adept navigation of organizational politics, will be crucial. Winning buy-in and understanding the diverse needs and limitations of stakeholders will be key in ensuring success in this role.
Core Responsibilities:
Ensure consistent high degree performance of senior service professionals and Service officers by utilizing and enforcing key productivity and quality metrics as measured on client satisfaction, TNPS, along with overall firm revenue and growth goals.
Designs, develops, and implements training, tool /processes, performance metrics and reporting that enables enhanced service delivery to our top tier advisors and workforce management.
Collaborate with various organizational functions and departments to coordinate all the many aspects of service enablement. Navigating organizational politics and winning buy-in and understanding the needs and limitations of various BD communities we serve.
Contribute to the strategic direction of the Customer Services organization through leading and participating on various initiatives including organic growth and M and A activities.
Reviews and improves business processes, policies, procedures, and technology across Services in order to identify and implement best practices.
Attracting, hiring, onboarding, and retaining top services talent. Work with other supervisors and managers individually as needed while always promoting a collaborative team environment.
Encourage high standards of performance and inspire others to define new opportunities and continuously improve the organization.
Change agent that ensures alignment of strategy and objectives across the Services teams
Required Knowledge, Skills, and Abilities:
Strong track record of working with service channel leaders, advisor facing organizations, operations, trading, Technology and Compliance and to make sure everything is geared to customer success.
Working knowledge of Salesforce, Cisco/NICE , MS Teams, Qualtrics and working knowledge of Docupace a plus.
Excellent oral and written communication skills combined with strong organizational and Business Acumen
Strong communicator who has the ability to work across the organization and company to continue improving the way Cetera serves customers.
Strong leadership skills with the ability to motivate and focus the organization on team and individual objectives. With a Practical, hands-on approach with the ability to lead by example.
Required Education & Experience:
Candidate must have a college degree in Finance, Economics, or related field, with advance degrees preferred.
FINRA Series licenses 99 required, or willing to obtain in a certain amount of time from start date.
Series licenses 7 and/or 63 preferred.
Significant background servicing customers for over 10+ years in financial space (i.e. Broker Dealer or RIA)
Strong understanding of CRM and omni channel market and telephony platforms i.e. NICE. Salesforce
Desired Knowledge, Skills, and Abilities:
Ability to build and sustain excellent relationships at multiple levels internally and with partners. She/he will have high emotional intelligence and an ability to challenge in a nuanced way. Influencing areas of the business that are not under direct control will be critical.
Strong leadership skills with the ability to motivate and focus the organization on team and individual objectives. With a Practical, hands-on approach with the ability to lead by example.
Strong people leader who fosters collaboration among team members and teams and will be able to use a wide range of individuals to address relevant issues. She/he can establish rapport and effective relationships and encourage people to accept responsibility for their work, sharing wins and successes.
Travel Requirements: Up to (10%)
Travel may be needed for team building events, recognition, and onsite holiday events and/or advisor conferences as applicable
Compensation:
The base annual salary range for this role is $110,000 - $135,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note
: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
As a Teller you will be a pivotal part of our commitment to delivering exceptional service to our customers. Reporting to the Market President, your role will encompass a wide range of responsibilities, including processing customer transactions, handling phone inquiries, and ensuring a superior customer experience.
Job Responsibilities
Create a welcoming atmosphere for our customers.
Process transactions accurately and efficiently.
Accuracy in cash counting, ensuring cash drawer is in balance, within assigned limits and is secure.
Understand and comply with the related laws and compliance regulations that pertain to the job function. Examples include Bank Secrecy Act, Privacy, and Funds Availability. This also includes following bank-wide policies and procedures.
Cross-sell bank products and services during teller interactions, contributing to revenue growth.
Professionally handle incoming calls, directing calls to the appropriate departments or individuals when necessary.
Cultivate strong customer relationships by actively listening to their concerns and providing prompt solutions.
Manage escalated customer issues with professionalism and efficiency, escalating when necessary.
Collaborate with the Operations Manager and Customer Service team to implement customer feedback and improve overall service quality.
Additional duties as assigned.
Qualifications/Skills
High school diploma or equivalent.
Proven experience in a customer service role, preferably in a banking environment.
Exceptional interpersonal skills, with an ability to empathize and build rapport.
Strong attention to detail and mathematical proficiency
Previous Cash Handling
Ability to effectively manage multiple tasks in a fast-paced environment.
Professional appearance and demeanor.
Detailed understanding of banking services and products.
Proficient in Microsoft Office Suite (Word, Excel, and Outlook) and relevant software programs.
Excellent communication, sales, and negotiation skills.
Senior Specialty Operations Professional
Saint Cloud, MN Job
Cetera is currently seeking a Senior Specialty Operations Professional for our Fee For Service Operations team located in Des Moines, IA or St. Cloud, MN. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.
Core Responsibilities:
Provide the clients and advisors of our different communities operational support around Financial Planning operations.
Learn about our business and develop expertise in BD operations, processing and service as a stepping stone for acquiring additional responsibilities.
Responsible for low to mid escalations, partnering with Operations Team Lead and leadership to help resolve.
Partner with internal partners such as the Program Manager, AdviceWorks team and compliance.
Shared responsibility related to reviewing and completing compliance audit reviews of plans.
You will partner with your manager to understand all position requirements and ensure key metrics are achieved.
Process daily work items while meeting process requirements, SLA's and achieving quality metrics.
You will partner with other team members to ensure advisors experience consistent, high-quality customer service.
You will proactively work to identify and resolve potential problems with respect to operational issues.
Respond to inquiries from internal as well as external customers via email, client mail, and phone in a timely fashion.
You will perform detailed research as requested on customer accounts and respond on time.
First level contact resolution related to escalated Support Center, Inbox and/or SalesForce inquiries for the department.
Comply with processes and procedures of the team and regulatory requirements.
You will partner with other team members to ensure advisors experience consistent, high-quality customer service.
You will proactively work to identify and resolve potential problems with respect to operational issues.
Respond to inquiries from internal as well as external customers via email, client mail, and phone in a timely fashion.
You will perform detailed research as requested on customer accounts and respond on time.
First level contact resolution related to escalated Support Center, Inbox and/or SalesForce inquiries for the department.
Comply with processes and procedures of the team and regulatory requirements.
You will complete other duties as assigned.
Required Knowledge, Skills, and Abilities:
Ability to multi-task
Flexible and adaptable to change
Strong communication and organizational skills
Positive role model to colleagues
Highly responsive to coaching and training
Independent; able to work and resolve complex issues with minimal guidance
Ability to learn quickly and multi-task effectively in a fast-paced environment
Team player attitude
Energetic and results-oriented
Desired Knowledge, Skills, and Abilities:
Bachelor's degree
Series 99, 6, or 7 licensed
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.
Minimum Required Education & Experience:
High School Diploma or GED
1 years' experience in the financial industry
1 years of experience with MS Office tools
Licensing (if applicable)
Travel Requirements: No Travel Required
The salary range for this role is $42,000 - $52,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
#LI-HYBRID
Supervisor, Operations Analysts
Minneapolis, MN Job
This position is responsible for the development, implementation, and support of operational solutions to meet business needs. This position works closely with organizational units and functional leaders and partners with vendors to leverage available technology. This Supervisor plays a lead role in developing, distributing, supporting, enforcing, and integrating best practices, operational standards and plan administration rules across the organization.
This role will provide day to day support, task delegation, and priority setting of the Data Operations team. Additionally, the role will entail heads down analysis and implementation of a diverse range and size of projects including integrations, custom reports, process improvements, and year end projects.This role will work in collaboration with business analysis and implementation teams to meet agreed upon service levels for support of Benefits Administration, IT, Finance, and Brand & Customer Engagement units as well as other key stakeholders as identified.
This position must understand and comply with all of Portico's Governance, Risk, and Compliance standards (e.g. internal controls, regulatory compliance, policy compliance evidence retention) and promotes these standards in a manner that is required of all managers.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Operatonal (BAU) Support - effectively balance and prioritize workloads re: volume of projects, on-going support and continuous improvement; maintain in-depth knowledge of benefit processes, billing functions, research activities and data quality and maintenance; Support Application Management (from the operational side) - Improve business processes and support critical business strategies by leading the definition of software requirements and the implementation, testing, and maintenance of business applications systems. Leads multiple project solution definition efforts and mentor analysts to ensure that specifications are met. Operational Process Management - Analyze existing and new technical specifications and requirements according to needs. Gather and prioritize product and customer requirements, and work closely with development to oversee and approve designs, enhancements, conduct UAT testing and quality. Interface with all parts of the organization to drive operational capabilities to meet the business needs and customer satisfaction goals Participate in continuous improvement. Support Application/Requirements Validation (Testing) and scope definition and validation Provide Level 1 production support/triage - In coordination with other IT teams, manage escalation process and closure for incidents and issues. Support the business analysts and software developers with Level 2 and Level 3 triage as needed.
QUALIFICATIONS
Strong analytical and data analysis skills
File integration experience
Experience developing, documenting, and rolling out new processes
Experience defining reporting requirements
Ability to manage multiple priorities, maintain organization among numerous initiatives and administratively stay current on tasks and responsibilities.
Strong interpersonal skills - demonstrated ability to support effective team building and motivating
Intermediate level SQL
EDUCATION
BS/BA in related field
EXPERIENCE
3+ years of experience in business analysis, operations, project leadership, process improvement, reporting, and metrics
2+ years of strong team leadership
Experience with business data needs and data quality
Experience in requirements analysis
Experience in rolling out new processes and process improvements
Experience building requirements documentation for technical solutions
DESIRED EXPERIENCE
Power BI, Tableau or SAP Analytics Cloud experience
Implementing and/or supporting SAP Human Capital Management (HCM) systems
Retail Branch Manager
Champlin, MN Job
Job Title: Retail Branch Manager
Reports To: Market President
Employment Type: Full-Time
Granite Bank is one of the fastest-growing banks in Minnesota! We're a locally owned community bank, and we're growing our team of people on a mission to help as many people as possible achieve their financial and homeownership goals. We live by our core values: accessibility, agility, transparency, family feel, and empowerment. Whether it's expanding our product line or having fun company events, we're prepared to adapt to an ever-changing industry while keeping our people first. Come join us!
Position Summary:
Granite Bank is seeking a Branch Manager for our Champlin location to lead our deposit operations, foster a customer-first environment, and ensure our team adheres to the core principles of the Granite Way. This leadership role is ideal for someone with 5-10 years of banking experience who thrives in managing day-to-day deposit operations and tackling customer challenges. The Branch Manager will be responsible for growing our deposit base, enhancing the customer experience, and leading a team that consistently meets performance standards.
Key Responsibilities:
Deposit Operations Oversight:
Ensure all deposit operations are executed efficiently and accurately, in compliance with Granite Bank policies and regulatory requirements.
Lead efforts to expand the branch's deposit base by identifying opportunities to retain and grow relationships with existing customers while attracting new ones.
Oversee cash management and balancing procedures to maintain operational excellence.
Customer Service and Issue Resolution:
Act as the point of escalation for customer issues, ensuring that concerns are addressed promptly and professionally, while upholding Granite Bank's commitment to exceptional service.
Provide hands-on support for front-line employees in resolving customer issues and promoting a positive customer experience.
Leadership and Staff Management:
Lead, develop, and mentor branch staff, ensuring alignment with Granite Bank's values, mission, and operational goals, specifically the Granite Way.
Conduct weekly team meetings to communicate goals, discuss performance, and provide coaching to improve staff effectiveness and customer service.
Hold team members accountable for meeting customer service and performance standards while ensuring a collaborative and supportive work environment.
Business Development and Deposit Gathering:
Drive deposit growth by building relationships within the community and with local businesses, ensuring that Granite Bank remains a market leader in deposit gathering.
Support initiatives to increase the branch's market share and contribute to the bank's overall growth and success.
Work closely with the marketing team and leadership to develop strategies to promote deposit products and services.
Operational Efficiency and Compliance:
Monitor day-to-day branch operations to ensure compliance with internal policies, industry standards, and regulatory requirements.
Identify areas for operational improvements, ensuring the branch operates with efficiency while providing a seamless customer experience.
Ensure the branch is secure, and that all safety and security procedures are followed.
Branch Performance and Reporting:
Track and review branch performance metrics, analyzing trends and results to ensure objectives are met.
Provide regular performance reports to senior management, offering insights and recommendations for improving branch operations, customer satisfaction, and deposit growth.
Consumer Lending
Act as the point of contact for branch consumer lending needs facilitating the loan process from application to closing.
Experience:
5-10 years of experience in a banking or financial services environment, with a focus on deposit operations and customer service.
Proven leadership experience managing a team, with the ability to develop talent and drive performance.
Expertise in addressing complex customer service issues, resolving complaints, and ensuring customer satisfaction.
Retail experience.
Consumer Lending experience preferred.
Skills:
Strong knowledge of deposit products, services, and banking regulations.
Exceptional leadership, communication, and interpersonal skills.
Ability to resolve problems, maintain operational excellence, and effectively manage customer interactions.
Strong analytical and problem-solving skills, with the ability to get into the details of operational challenges and find solutions.
Granite Bank is an Equal Opportunity Employer
Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Client Success Associate
Sandy, UT Job
Introducing Morgan Stanley at Work:
We know a lot about investing and are certain there's no better investment a company can make than in its employees. People don't just drive a company; they are the company. So, when people work at their best, companies do too. Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty, and help our corporate clients attract and retain top talent. Our end-to-end offering spans Equity, Financial Wellness and Retirement Solutions. Plus, we provide all employees with Financial Empowerment, so they have the knowledge, tools and support needed to make the most of their workplace financial benefits.
What you'll be part of - our Morgan Stanley at Work culture:
At Morgan Stanley at Work, we walk the talk. We have created a place for our employees to learn, achieve and grow - a place for people to build a career where you can thrive both personally and professionally. We are passionate about exceeding our clients' expectations and helping them succeed. We are fearless in taking on new challenges that deliver exceptional results. We believe amazing things can happen when we work together in an environment where everybody has a true sense of belonging and their ideas are heard.
We value differences and are committed to providing a work environment where our people can do their best work. We look for people who are problem solvers, empathetic listeners, team players and inclusive leaders. We are committed to your growth and development, and your entire employee experience. We recognize that our people and culture are the keys to our success. We invite you to explore how you can be an integral part of our team.
U.S. Public Equity Solutions:
U.S. Public Equity Solutions is responsible for the engagement, onboarding and day-to-day service management of corporate clients and their equity administration plan terms and associated service offerings.
Client Success Management:
The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on both the Shareworks and Equity Edge Online platforms, for corporate clients who choose to outsource the support of critical functions of equity compensation, as well as those who elect to maintain administrative responsibilities within their corporation. Operating with deep business acumen and robust platform knowledge, the CSM organization supports corporate clients with daily, monthly, and annual event processing and case management. Team members research and respond to client inquiries and issues, in a timely manner, complying with internal SLAs and ensuring a positive client experience. Operating with a “One team” mindset, the CSM organization supports the new client Onboarding and Go-to-market teams with servicing inquiries for seamless client support. The mission of the Client Success Management organization is to deliver best in class service, ease of use, and flawless execution, resulting in the establishment of trusted partnerships with clients.
Client Success Associate Role:
The Client Success Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan administration events, processes, and data changes for corporate clients across the Shareworks and Equity Edge Online platforms.
Client Success Associate Responsibilities:
· Performs daily client procedures including but not limited to processing daily trades, assessing import errors and related fixes, and administering trade and pre-trade clearances
· Performs monthly functions including, but not limited to monthly balancing
· Performs/assists Client Success Managers in the processing of Restricted Stock Releases or Stock purchases, as necessary
· Manages changes to Employee Stock Purchase Plan Enrollment, Online Grant Agreements, and Equity Plan reporting
· Processes timely and accurate data updates, data manipulation and data management by updating database per client instruction
· Identifies errors and potential issues, working collectively with other team members and internal stakeholders to find solutions; tracks open issues to resolution
· Effectively document and maintain client processes
· Monitors queues for new case assignments using tools such as Salesforce.com and Zendesk. Utilize Salesforce.com application to create and mark completion of cases, document solutions, and update client records.
· Develops and maintains long term client relationships, actively managing customer expectations to ensure maximum satisfaction with products and services
· Provides responses to customer inquiries in a manner that drives client satisfaction by consistently meeting SLAs
· Research and document solutions for issues raised by clients
· Troubleshoots and answers platform questions using probing and interview style questions
· Participates, as needed, in product testing and validation using product knowledge to identify and document bugs as well as suggest enhancements
· Any other activities as determined by organization
Qualifications - External
· Associate degree or higher preferred in business, finance, accounting, or related field
· 1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries
· Self-motivated with the ability to effectively manage multiple tasks against tight deadlines
· A passion for providing proactive client-focused solutions
· Highly attentive to client needs and requests, while demonstrating effective prioritization, time management skills and solid judgment for escalating when appropriate
· Willing to go above and beyond, while maintaining a positive attitude
· Strong analytical, problem-solving skills, and proven attention to detail
· Disciplined in following processes, procedures and adhering to controls
· Able to work under pressure, retaining focus and positive attitude
· Ability to assist in the development and improvement of internal and external processes.
· Fluency in written and spoken English is a must
· Demonstrated competency with common technology and technical concepts, including but not limited to email, internet, Excel, and Word.
While we thank all applicants for their interest, please note that only those individuals selected for an interview will be contacted.
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).
Electromechanical Systems Engineer II
Golden Valley, MN Job
Join a team recognized for leadership, innovation and diversity
Honeywell's ACST team is seeking a Electromechanical Systems Engineer II for their Golden Valley, MN location.
Are you ready to make the future with us?
KEY RESPONSIBILITIES
Executing Systems Engineering activities for advanced technology and product development, including:
Discovery and capture of stakeholder and user needs
Requirements derivation, decomposition, analysis and management
Systems architecting, diagraming, modeling and interface definition
Planning and support of implementation, integration, verification & validation activities
Participating in and generating materials for design reviews and other technical presentations
Technical writing of reports, descriptions of operation, plans, procedures, white papers, trade studies etc.
The annual base salary for this position is $88,800.00 - $111,000.00. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations.
In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays.
For more information visit: Benefits at Honeywell
US CITIZENSHIP REQUIREMENTS
U.S. citizenship is required due to contractual requirements. Applicants must also be able to obtain and maintain a U.S. Government security clearance. Continued employment is contingent upon successful completion of security processing
The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates.
YOU MUST HAVE
Bachelor's degree from an accredited institution in a technical discipline such as the sciences, technology, engineering or mathematics
2+ years of Engineering experience
Ability to travel up to 20%
WE VALUE
Advanced degree in Systems Engineering, Manufacturing Engineer, Electrical Engineering, Physics, Mechanical Engineering, or related field
Experience with cryogenics, ultra-high vacuum, electro-magnetics, complex control systems, or cyber security
Certification, coursework or demonstratable experience in Systems Engineering
Membership and participation in INCOSE
Proficiency with Cameo, or other model-based systems engineering (SysML) tools
Proficiency with DOORS or other requirements management tools
Excellent problem-solving and decision-making abilities
Innovative mindset and a passion for technology
Strong interpersonal and communication skills
Multi-tasking and ability to manage a variety of complicated tasks
Individuals who are self-motivated and able to work with little guidance, who consistently take the initiative to get things done
Ability to adapt to change based on project needs
ABOUT HONEYWELL
Honeywell International Inc. (NYSE: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state of the art technology solutions to improve efficiency, productivity, sustainability, and safety in high growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe.
THE BUSINESS UNIT
At Honeywell Advanced Connected Sustainability Technologies (ACST), our outstanding team of thinkers, innovators, and doers help make the future. We build environments and technologies that meet our customers' needs. The groundbreaking scientists, engineers, and professionals that make up our nimble group have the agility of a start-up backed with the power and investment of Honeywell.
#ACST
Additional Information
JOB ID: HRD256208
Category: Engineering
Location: 1985 Douglas Drive North, Suite Corp ACST,Golden Valley,Minnesota,55422,United States
Exempt
Must be a US Citizen due to contractual requirements.
Global (ALL)
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
Compliance Manager
Minneapolis, MN Job
The Compliance Manager at Portico Benefit Services helps ensure that Portico's management and employees are in compliance with rules and regulations, that company policies and procedures are being followed, and that behavior meets the organization's Code of Conduct.
Key Responsibilities
The Compliance Manager implements actions necessary to ensure achievement of an effective compliance program.
Maintains and revises policies and procedures for the general operation of the compliance program and its related activities. Manages day-to-day operation of the program, including the updating and maintenance of the organization's collection of risk & control matrices.
Collaborates with other departments to direct compliance issues to appropriate existing channels for investigation and resolution.
Works within the general framework of Governance, Risk and Compliance which is Portico's integrated approach resulting in:
An integrated approach to the disciplines of Risk Management, Compliance, Internal Audit, and Legal resulting in the delivery of ever-improving value to our members and sponsors
Improvement of overall organizational effectiveness and capabilities
Manages the collection and review of Service Organization Controls (SOC) reports from vendors and ensures a comprehensive assessment is completed to determine risks associated with the vendors and address entity user control considerations presented.
Qualifications
Must possess knowledge and experience in the following:
Ability to work in a hybrid work environment
5+ years of experience in compliance along with an interest in the regulatory structure of Portico with strong desire for continuous learning.
Ability to work independently and in a cross-functional team setting to accomplish goals.
Highly organized and detailed-oriented individual with strong ability to develop processes and process improvements to support infrastructure.
Ability to track and follow up on the execution of deliverables across the organization.
Strong PC skills, specifically Word, Excel, and Visio
Ability to maintain strict confidentiality
Ability to work comfortably with the details of a process or deliverables and (re)apply best practices.
This position must understand and comply with all of Portico's Governance, Risk, and Compliance standards (e.g. internal controls, regulatory compliance, policy compliance evidence retention) and promotes these standards in a manner that is required of all managers.
Preferred skills
Understanding of church plan (403(b)) rules and regulations
Understanding of health plan rules and regulations
Education:
BA/BS in Business Administration, Accounting, Finance, or related field
Experience:
5-7 years in compliance at a financial services or health benefits organization, with at least two years in a leadership role.
Deep understanding in Enterprise Risk Management principles.
Knowledge of HIPAA compliance requirements.
SAP or other enterprise system experience preferred
ORGANIZATIONAL COMPETENCIES
Customer Focus
Ethics & Values
Functional/Technical
Interpersonal Savvy
Problem Solving
Drive for Results
Integrity & Trust
Continuous Improvement (Total Work Systems)
MANAGERIAL COMPETENCIES
Action Oriented
Dealing with Ambiguity
Command Skills
Timely Decision Making
Listening
Managerial Courage
Managing & Measuring Work
Motivating Others
Perseverance
Priority Setting
Standing Alone
Managing Vision & Purpose
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
STARTING PAY RANGE: $110,330 - $140,547
BENEFITS SUMMARY: Portico offers a comprehensive benefits package which includes premiums paid for health care coverage and a 10% employer retirement contribution as well as competitive time off and wellness benefits.
Senior Application Security Specialist
Richmond, MN Job
5+ years of experience SAST and SCA security tools; Checkmarx and CheckmarxOne, and Nexus IQ
5+ year of experience developing new queries and customizing the existing security tools queries that are not out of the box to find new vulnerabilities
5+ years of experience conducting end-to-end SAST and SCA analysis, using commercial application scanning tool.
5+ years of experience application onboarding, triaging, remediation with application teams and verifying proposed findings.
3+ years of recent, hands-on development experience, working with, or developing RESTful APIs in a modern, automated development environment - including a deep understanding of CI/CD.
3+ years, with expert-level skills, in SDLC workflow management tools like Jira, Confluence, SharePoint or similar.
Personal Banker
Edina, MN Job
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.
How you will spend your time:
• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned
We're excited to talk to you if:
• You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
• You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
• You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
• You demonstrate attention to detail whether completing documents or explaining features and benefits
• You have a HS Diploma or equivalent
• You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• You have reliable transportation and ability to work branch hours, including weekends and some evenings
• You have the ability to obtain NMLS registration within 90 days