MassMutual Jobs In Jackson, MS

- 126899 Jobs
  • External Wholesaler, MMSD Annuity Distribution

    Massmutual Financial Group 4.3company rating

    Massmutual Financial Group Job In Jackson, MS

    The Opportunity We're growing and our clients deserve the best. We are building a dynamic team of external wholesalers to drive the sales of MassMutual's Annuity Distribution to third party distributors. We are looking for a dynamic External Annuity Wholesaler. In this role you will build and grow relationships across our channel with Banks, Credit Unions, Wirehouse, National/Regional Broker Dealers, and Independent Broker Dealers in IL, IA, KS, MO, and NE. You will possess an entrepreneurial spirit, while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional annuity penetration rates, and promote diversity of products sold through third-party distributors. You will have a strong desire to broaden financial wellness in a learning environment while providing education to communities throughout the assigned territory. The Team We have assembled a team of industry leading professionals making up our internal sales, key account management, advanced sales, and sales enablement & marketing teams. The team has a track record of focusing on the customer, collaboration and achieving sales results. The team is entrepreneurial in spirit and doesn't back away from a challenge. The team has built a great sense of community and desire to execute since the MMSD division was established in 2021. The Impact: As the External Wholesaler, MMSD Annuity Distribution, key responsibilities & competencies include: * Proactively develop, maintain, and grow annuity sales relationships with financial professionals of the Territory through ongoing financial professional profiling, continual relationship-building, and refining and refreshing financial professional base. This is done via in-person and virtual meetings, while documenting activities in Salesforce. * Execute on specific territory sales goals, activity expectations, and territory management with banks, credit unions, wirehouse, national/regional broker dealers, and independent broker dealers to maximize opportunities. * Develop and execute a strategic territory business plan, coordinate linkage between segmentation strategy and zones/rotation execution to drive top line revenue and sales results. Complete minimum of 20 in-person meetings per week. * Deep understanding and knowledge of annuity products, positioning, associated riders, and sales concepts while gaining industry knowledge and insights on market trends, demonstrate understanding of the annuity industry and competitive landscape. Subject Matter Expert for MMSD Annuity products and positioning, be viewed as a resource for financial professionals for competitive situations. * Understand the selling process, including questioning techniques to discover and confirm client needs, strong listening skills, acknowledging of client questions, concerns, and overcoming objections. Demonstrate proficiency of sales presentations skills, both virtual and in person, demonstrate advanced presentation skills for variety size of audience, ability to present with a high degree of audience participation and buy-in. Possess experience with a variety of presentation medium (Zoom, PowerPoint, etc.). * Communicate confidently with your customer base to drive sales in partnership with your territory's internal wholesaler, speak & present ideas effectively, communicating in person, virtually, in writing, phone, e-mail, and other methods, possess effective conflict resolution. * Optimize time management by prioritizing high-value tasks, streamlining communications with financial professionals and team members, while managing utilization and allocation of resources appropriately and efficiently. * Be trustworthy, adhere to high ethical standards, adhere to the letter and spirit of applicable laws, rules, regulations, and company policies. Ability to be seen as trusted and valued business partner. Lead by example and inspire trust. * Effectively partner with internal wholesaler, new business, key account manager team, and relationship management team on escalations/prioritizations in territory to achieve goals. * Travel- up to 90% Travel required, manage travel & expense budget, maximization of budget resources. * Other duties as assigned. The Minimum Qualifications * 3+ years of experience in annuity wholesale distribution. * 1+ years of experience in an external wholesaling position or 5+ years of experience in annuity wholesale distribution * 2+ years of experience with Word, Excel, PowerPoint, and Salesforce as well as various internet search tools. * Proven record of developing sales results in assigned territory. * State Life and Health License. * FINRA Series Licenses 6 or 7 at time of application. * State Securities License Series 63 license at time of application. * High School Diploma. * Ability to travel upwards of 90% within territory. * Reside in Chicago, IL, or within the territory IL, IA, KS, MO, NE. The Ideal Qualifications * Bachelor's degree. * Experience in all channels of annuity distribution, especially variable annuity distribution. * 5+ years of experience in annuity wholesale distribution. * 2+ years of experience in an external wholesaling position. * Possess excellent oral and written communication skills, interpersonal and customer service skills. * Possess excellent public speaking skills and presentation skills to groups of varying sizes in person and virtually. * Strong relationship building skills & sense of time management. * Must be detailed-oriented and well-organized self-starter with high energy and creativity. * Proven ability to multitask and attention to detail. Compensation: $65K-$100K base range plus sales-based incentive opportunity resulting in a total target compensation package of $200K-$400K. What to Expect as Part of MassMutual and the Team * Regular meetings with the MMSD Annuity Distribution Team * Focused one-on-one meetings with National Sales Manager * Access to mentorship opportunities * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. #LI-BC1 #LI-REMOTE Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $44k-57k yearly est. 36d ago
  • Customer Service Advisor

    USAA 4.7company rating

    Phoenix, AZ Job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Bank Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Phoenix office (located at 1 Norterra Drive, Phoenix, AZ 85085) for future bank customer service and sales opportunities in 2025. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example; deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: US military experience through military service or a military spouse/domestic partner 1 year of customer contact experience in a needs-based sales environment Prior experience in a fast-paced contact center environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone Compensation range: The hiring range for this position is: $43,680.00 - $44,680 .00 Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $43.7k-44.7k yearly 1d ago
  • Senior Customer Program Management Professional

    Honeywell 4.5company rating

    Salem, OR Job

    Driving Infinite Possibilities Within A Diversified, Global Organization Senior Customer Program Management Professional Salem, Oregon #hybrid after first 90 days As a Senior Customer Program Management Professional here at Honeywell, you will play a crucial role in guiding and overseeing the successful execution of customer projects. You will be accountable for managing and delivering complex customer programs, ensuring alignment with strategic objectives, and driving program performance. Your strong guiding skills, strategic thinking, and ability to drive results will be essential in contributing to the success of Honeywell's customer programs. You will report directly to our Sr. Projects Manager, and you'll work out of our Salem, Oregon location on an on-site work schedule. In this role, you will impact the efficiency, productivity, and sustainability of building automation systems, ensuring that our customers' facilities are safe, energy-efficient, and productive. KEY RESPONSIBILITIES Guide and manage a large volume of customer projects and initiatives simultaneously, from initiation to completion, ensuring successful execution and delivery Manage and deliver customer programs within scope, schedule, and budget Work with cross-functional teams to define project objectives, scope, and deliverables to ensure project success Identify and mitigate project risks and issues Provide guidance to program teams Monitor and report program performance metrics Train new employees on project steps and requirements Drive continuous improvement by analyzing customer feedback and data, identifying areas for enhancement, and implementing appropriate actions BENEFITS OF WORKING FOR HONEYWELL In addition to a performance-driven salary, cutting-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: Homepage | Honeywell Benefits 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 • 5+ years of experience in program management or related roles • Strong guiding and team management skills • Excellent strategic thinking and problem-solving skills • Strong understanding of program management ethics and methodologies • Experience managing complex customer programs with multiple stakeholders • Excellent communication and people-oriented skills WE VALUE • Bachelor's degree in Engineering, Business, or a related field • Master's degree in Engineering, Business, or a related field • Project Management Professional (PMP) certification • Experience in a global organization • Experience in managing programs in a matrix organization • Strong negotiation and influencing skills • Ability to adapt to a fast-paced and changing environment ABOUT HONEYWELL Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical demands around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company dedicated 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 Honeywell Building Automation (BA) is a leading global provider of products, software, solutions, and technologies that enable building owners and occupants to ensure their facilities are safe, energy efficient, sustainable, and productive. BA products and services include advanced software applications for building control and optimization; sensors, switches, control systems, and instruments for energy management; access control; video surveillance; fire products; and installation, maintenance, and upgrades of systems. Revenues in 2022 for BA were $6B and there are approximately 18,000 employees globally. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, care or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. Additional Information JOB ID: HRD251443 Category: Customer Experience Location: 4001 Fairview Industrial Drive SE, Fairview Industrial,Park,Salem,Oregon,97302,United States Exempt 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.
    $68k-106k yearly est. 4d ago
  • Regulatory Relations Analyst

    City National Bank 4.9company rating

    Los Angeles, CA Job

    WHAT IS THE OPPORTUNITY?Responsible for working with Associate Director ("AD") to coordinate end-to-end regulatory activity within CNB and the broader Combined US Operations ("CUSO") from receipt of first day letter through remediation and closure. This includes assisting and coordinating with regulators, all business units and risk departments for targeted exams, ongoing supervision, ad hoc requests and follow up. Will work with business and risk units, along with the Governance Risk & Control Program Office ("GRC"), to prepare business units for exams and other regulatory activity. Will be responsible for working with AD to research topics to provide advice and support to business units in all regulatory matters. Will raise concerns to AD about observed thematic issues and potential regulatory concerns. What you will do Work as a team to lead and facilitate all regulatory examinations, including targeted on-site examinations by regulators. Work with business and risk units to oversee and coordinate planning, fieldwork and final responses to external regulators, including but not limited to data requests and responses to exam findings. Responsible for ensuring responses to regulatory concerns are well informed and appropriately address concerns raised. Support proactive communication strategies with regulators and provide advice to management on the best approach to regulatory interactions with guidance on best-in-class presentations, materials and other submissions provided to regulators. Synthesize regulatory feedback and key thematic findings for reporting to AD which will be used to inform senior management, Board-level committees and key stakeholders to drive awareness of and help anticipate regulatory concerns. Maintain records of all regulatory matters in a centralized location for the coordination of regulatory communications, requests, reporting through RBC channels, and track implementation of remedial response(s) by the Bank. Assist in scheduling and attend meetings for examiners with senior management and with BU contacts on specific exams or prep meetings. Assist in prep meetings for internal stakeholders prior to exam and update meetings with regulators. Responsible for entering and maintaining exam and issue status in the issue management system and reporting as needed. Must-Have* Bachelor's Degree or equivalent Minimum 5 years of experience working in financial Industry, preferably in a regulatory-facing role Minimum 5 years of experience in banking operations, compliance and/or risk management activities Skills and Knowledge Strong interpersonal, influencing, and communications skills with an ability to interact effectively with stakeholders and regulators, as well as effectively building relationships within the Bank. Exceptional writing skills, with ability to synthesize complex concepts and translate into effective presentations to external regulators and Senior Executives. Working knowledge in a broad range of risk management disciplines including credit, market, and operational risks. Autonomous, detail oriented and highly motivated with the ability to work independently as well as collaboratively. Experienced in regulatory interaction, project management, exam management and issue management with excellent organizational, follow-up and time management skills. Demonstrated ability to think critically and facilitate change through collaborative effort. Strong interpersonal, verbal, and written communication skills. Self-motivation, discipline, task focus, the ability to structure and present work and a proven record of delivering high quality results within strict deadlines. Must have the ability to work on multiple projects simultaneously and prioritize several concurrent initiatives. Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser. For Wealth Management Compliance roles, experience working within a Compliance Investment Management role. CompensationStarting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law. ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit cnb.com.
    $92.1k-156.9k yearly 1d ago
  • Compliance Program Officer

    City National Bank 4.9company rating

    Charlotte, NC Job

    COMPLIANCE PROGRAM OFFICERWHAT IS THE OPPORTUNITY?The Compliance Program Officer's primary duty is to ensure the company is in compliance with all laws, regulations and regulatory guidance. Position will assist the manager with keeping track of issues, remediation plans, implementation of new regulations, and other compliance-related projects with affiliates. Will maintain regulatory inventory; review policies, procedures and controls to ensure the division is mitigating compliance risks adequately. Will manage monitoring and testing of regulations, controls and risks applicable to the division. Will also provide reporting metrics for various key risk indicators/key performance indicators.What you will do Track various compliance monitoring metrics, key performance indicators, and key risk indicators to ensure consistent framework, standards and risk tolerances are followed. Monitor compliance risks and ensure corrective actions are taken when compliance risk appetites are exceeded. Perform compliance testing and monitoring activities to ensure that all areas of organization are in compliance with applicable laws and regulations and develop trending analysis/heat maps on state of compliance programs. Work with technology groups to develop reports to monitor, assess and identify control breakdowns in the enterprise's compliance risk management system. Prepare compliance reports, analysis and documents for reporting to management and board. Assist with monitoring regulatory changes and track plans to implement new regulatory requirements across the organization. Review communications and procedures and provide actionable advice to effect compliance with regulatory and bank standards. Participate in the processes for proposed project initiatives. Partners with appropriate departments, management and colleagues in the development of new and/or updated compliance policy and procedure. Assist with performing risk assessments and compliance testing to monitor compliance with regulatory requirements and validate adherence to policies and procedures. Continuously evaluate both business and compliance processes and procedures to drive effectiveness and efficiencies. Additional projects and tasks based on business and department needs. Must-Have* Minimum of 4 years experience in banking and compliance experience at a financial institution with knowledge of banking regulations. Minimum of 2 years working for financial institutions in a compliance, audit or operational risk management capacity. Minimum 2 years experience with using data to develop reports and analysis in Excel and other MS Office applications. Skills and Knowledge Ability to influence/motivate others to produce desired results. Ability to handle problem situations with colleagues effectively and take appropriate action. Ability to operate effectively in a fast paced environment. Strong ability to work in a complex team environment requiring exceptional communication, project management and organizational skills. Working knowledge of bank technology and operating systems. Experience in large project management. Excellent analytical, verbal and written communication skills. Excellent attention to detail and follow-up skills. Ability to perform functional duties and related positions with minimal supervision. Excellent verbal and written communication skills; excellent interpersonal/customer service skills. Ability to analyze complex situations and provide guidance, makes recommendations, and/or escalates the issues to appropriate level of management. Ability to multi-task and switch gears to work on special projects. Exceptional PC skills required, including all Microsoft Office applications. CompensationStarting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit cnb.com.EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at **************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. #LI-BD1#CA-BD1
    $87k-139k yearly 1d ago
  • Sr Advanced Engineering Support Specialist

    Honeywell 4.5company rating

    Tempe, AZ Job

    Join a team recognized for leadership, innovation and diversity Key Responsibilities Data Management: Complete review of suppliers' hardware traceability data packages, coordinating with Honeywell and/or Supplier Quality on the correction of non-compliant hardware traceability data packages, and creation of customer logbooks/acceptance data packages for Motion Control Systems (MCS) Actuation Systems (AS) projects. The following activities aid in driving success: Obtain and analyze drawings, specifications, customer qualify flow down requirement, and other technical data Assess customer and supplier purchase orders to determine that hardware traceability data and First Article Inspection Report (FAIR) packets meet program requirements Coordination with internal Honeywell program personnel, such as, Program Management, Project Engineering, Quality Engineering, Purchasing, Contracts, Final Out Inspection, Receiving Inspection, and Configuration Management Coordination with external suppliers on hardware traceability data/information Identifies, processes, records, maintains, retrieves, and compiles contractual data for submittal to the customer in accordance with contractual requirements Plans, organizes, creates, and prepares logbook/acceptance data packages to meet customer traceability requirements for customer delivered hardware Review of Bill of Materials (BOM) and “As Built” lists Maintains positive supplier and customer relationships through open communication and regular interaction Provides logbook/acceptance data package for customer Hardware Acceptance Review (HAR) pre-ship reviews Prepares and implements data management plans and status reports for assigned programs Process evaluation, control, and continuous improvement in all data management activities 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. YOU MUST HAVE 5+ years of experience quality and/or product traceability documentation to perform Data Management activities US Citizenship Requirement: Due to compliance with U.S. export control laws, regulations and contractual requirements, candidate must be a U.S. citizen. WE VALUE Knowledge of ISO 9001 and AS 9100 manufacturing standards Excellent communication and problem-solving skills, self-managing, motivated, and exercise initiative Excellent support skills with internal personnel and external suppliers Experience in Quality auditing Experience building strong customer relationships and resolving problems Experience coordinating and scheduling the work activities of a team Experience with Actuation Product Knowledge Experience working with/on military or government contracts Experience in implementing process improvements Experience with Teamcenter to access technical data Experience with Net-Inspect for review and retrieval of FAIR information Experience with AECS to receive and transmit information to and from suppliers Experience with SAP and SAP transaction codes to track program procured hardware for NPD programs and adjust amounts for existing inventory and for orders of conventional sizes Team building with members of the program and engineering team Additional Information JOB ID: HRD257379 Category: Engineering Location: 1300 W Warner Rd.,Tempe,Arizona,85284,United States Exempt Due to US export control laws, must be a US citizen, permanent resident or have protected status. Engineering (GLOBAL) 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.
    $56k-85k yearly est. 1d ago
  • Executive Personal Assistant

    Family Office 4.6company rating

    Morris, NJ Job

    The Executive/Personal assistant will be responsible for supporting the day-to-day tasks of two partners for this Family Office. The role will report to the both partners involving frequent daily contact on a part time basis, Monday through Friday 20 hours a week. This position will operate most of the time remotely from one's home with the occasional need to physically go to the office in Morris County, NJ. The right individual will have good communication skills, exceptional organizational skills, and someone who is technically savvy. Responsibilities: Manage, maintain, and organize a busy corporate calendar for both partners Manage multiple calendar entries per day for both professional and personal appointments Set up zoom calls for assigned meetings Book and maintain frequent travel itinerary including airfare, hotel, restaurant reservations, and ground travel Help organize day-to-day activities for multiple properties, including but not limited to TV and Internet, HVAC maintenance, water deliveries, landscaping maintenance, security system, vehicles, and coordination with housekeeper Ability to work with various software such as Microsoft Office suite, Google Docs, Zoom meetings, and ideally someone that is familiar with AI programs, such as ChatGPT Assist with utilities subscriptions and renewals for things such as phones online subscriptions, media publications, and water delivery Help organize professional and personal events Manage 2 dogs' schedules for vet appointments, medical records, and kennel reservations. Maintain vehicle registration, maintenance, and storage planning QUALIFICATIONS: Candidates are required to have prior experience as an Executive and/or Personal Assistant to be considered Prior experience managing a very busy, high-volume schedule Keen ability to multi-task Must have excellent communication, written, and organizational skills Computer literacy is important with proficiency in Microsoft Office products and Google Docs Ability to come to the corporate office in Morris County, NJ spontaneously a couple of times a month
    $73k-106k yearly est. 4d ago
  • Real Estate Listing Agent

    The Redux Group 4.3company rating

    Richmond, VA Job

    We thrive on innovation, collaboration, and delivering unmatched value to clients. Were not just another real estate group; were a dynamic force within the industry that is redefining what it means to succeed in real estate. If youre passionate about helping sellers, eager to take your career to new heights, and looking for an environment where your growth is as important as your results, we want you on our team! Why Join Redux? Seller-Focused Excellence: Our business model is built for sellers, giving you the edge you need. Warm, Qualified Leads: Our Inside Sales Agents handle lead pre-qualification so you can focus on prospecting your sphere and closing. Deal Profit Share: Not your average listing commission, you get to share the profit on specific deals! Creative Solutions: Proven strategies that help you win more deals and make more. Coaching for Success:We provide training and coaching using our proven repeatable strategies for success. Level Up:Surround yourself with successful leaders and real estate professionals. GROW:Learn wealth-building strategies and opportunities to grow your personal real estate portfolio along the way. Supportive Environment:Collaborate with seasoned agents and professionals who are as invested in your success as you are. The Role We dont just look for sales agents; we look for game-changers. Be a Leader: Help clients navigate challenging situations and find solutions that work. Show Grit: Approach every call, meeting, and challenge with energy and determination. Grow with Us: Participate in training and coaching to expand your skill set. Ready to Join Us? If youre ready to bring your skills, ambition, and drive, were here to provide the tools, training, and opportunities you need to succeed. Take the next step in your real estate career and experience what its like to work with a team thats as dynamic as you are. Compensation: $139,000 plus on target commission based income Responsibilities: Make daily calls to set seller appointments Conduct listing appointments and negotiate contracts through closing Serve your clients with integrity and professionalism Actively participate in training and accountability sessions Qualifications: An active VA real estate license A hunger to achieve more and a willingness to learn Persistence and professionalism in every sales interaction A commitment to delivering exceptional client experiences About Company Join Our Winning Team at The Redux Group! The Redux Group is a dynamic, growth-focused real estate team serving the Mid-Atlantic region, including Delaware, Maryland, Pennsylvania, Virginia, and Washington, DC! As a top-producing team, we're passionate about helping our agents excel while fostering a supportive, family-like atmosphere. We're looking for motivated individuals eager to sharpen their skills, thrive in a fast-paced environment, and contribute to a team that celebrates success and encourages one another to reach new heights. The Redux Group is an equal opportunity employer that values diversity and inclusion. All qualified applicants are welcome to apply. If you're ready to grow your career with a team thats dedicated to your success, wed love to hear from you. Come grow your business with us! #WHRE3 Compensation details: 139000-139000 Yearly Salary PI8093a736831f-29***********9
    $139k yearly 25d ago
  • Large Language Model Algorithm Engineer

    Tencent 4.5company rating

    Palo Alto, CA Job

    Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. Level Infinite is Tencent's global gaming brand. It is a global game publisher offering a comprehensive network of services for games, development teams, and studios around the world. We are dedicated to delivering engaging and original gaming experiences to a worldwide audience, whenever and wherever they choose to play while building a community that fosters inclusivity, connection, and accessibility. Level Infinite also provides a wide range of services and resources to our network of developers and partner studios around the world to help them unlock the true potential of their games. Job Responsibilities: 1. Responsible for building LLMs for the gaming field, including pre-training, instruction fine-tuning, post-training, training and inference acceleration, evaluation, and more, to maintain a leading position in the industry; 2. Establish and improve the theoretical and engineering systems for large language models in games, exploring the application of LLM technology in game AI scenarios, providing intelligent model capabilities for game operations, NPC interaction experiences, and other aspects; 3. Track and explore the cutting-edge technologies and applications of large language models. Job Requirements: 1. More than 5 years of research and work experience in the NLP field, with a background in computer science or related fields; 2. Familiar with the theoretical foundations of NLP, mastering statistical models and machine learning principles, with hands-on NLP experience and participation in related projects; 3. Familiar with the principles and training methods of leading industry LLMs (such as the GPT series, DeepSeek, LLaMA series, etc.); 4. Experience in fine-tuning large models, with familiarity in distributed training and debugging of large models preferred; 5. Experience in text generation, dialogue systems, and game AI preferred; 6. Academic achievements in top NLP conferences or journals preferred. Bonus Points: 1. Experience in the gaming industry; 2. Experience with large models.
    $89k-125k yearly est. 7d ago
  • Manager Business Systems Analysis

    City National Bank 4.9company rating

    Los Angeles, CA Job

    MANAGER, BUSINESS SYSTEMS ANALYSIS WHAT IS THE OPPORTUNITY? The Manager-Business Systems Analysis is responsible for leading business systems analyst activities including managing, training, work allocation, scheduling, planning, and leading projects. The manager-business systems analysis interprets and assesses business needs and recommends solutions with analyst cost and timing estimates in support of various business requests. Fully competent to work at the highest level of all phases of business analysis, the manager-business systems analysis ensures that best practices are established and followed by the business systems analysts directly or indirectly reporting to them and looks for ways to improve upon the effectiveness and efficiency of the team, participating in the evaluation of new products and practices and introducing them as appropriate. The manager-business systems analysis applies detailed knowledge of business systems analysis concepts, practices and procedures to help determine the most effective business system applications approaches to meet overall business needs during project evaluations. The Manager Business Systems Analysis engages with all levels of staff and management in the technology and business units to ensure successful high-quality solutions are delivered. The manager-business systems analysis is skilled in all areas of business systems analysis, providing guidance, direction, and mentorship to juniors to lead business systems analysts within the team to grow and enhance their skills and capabilities. What you will do Works with business teams to understand the requirements for future projects In conjunction with other technology resource managers and team leads, identify high level solution approaches and determine/recommend analyst cost and timing estimates for pre-project initiatives to Senior Manager of Business Systems Analysis. Efficiently schedule available resources to develop world class products and services. Manages business systems analysts responsible for consulting with bank colleagues regarding problems with current business applications or systems, enhancements, or new functionality. Provides guidance on application of technical research techniques to collect and analyze information, systems and processes to determine the most useful cost-effective business solution to the bank. Applies detailed knowledge and provides guidance to deliver requirements and functional design for internally developed products and third-party applications requiring customization. Leads, plans, and coordinates business analysts' activities in such areas as treasury services, finance, marketing, credit, operations, deposit operations and sets priorities to identify, develop and translate analyzed business needs into documented design solutions (specifications, use cases, user stories, UI, database and API data mapping) from which the applications and solutions will be developed. Drives and tracks business systems analysts project activities, schedule, scope, and effectively communicates changes to scope and or budget to all appropriate parties. May lead large projects with multiple business systems analysts assigned. Possesses and routinely provides broad knowledge of business analysis processes and procedures. Mentors, coaches, develops and directs team of business systems analysts on methodologies, systems and business process. Responsible for reviews, counseling, coaching on performance and development, for direct reports. Participates in Termination for direct reports May recommend pay actions for direct reports Provides input on resource planning for the entire team (direct and indirect reports) Performs resource planning for direct reports and any analyst on projects with manager's direct involvement Drives the evaluation and implementation of products and processes that can improve upon the efficiency of the department Participates in research of new products and processes to be used by the business systems analyst team Collaborates with other resource managers on efficiencies between the teams Participates in the development of the Business Systems Analysis strategy, methodology, discipline and tools. Driving and improving the BSA team in areas of effectiveness and efficiencies and tools that might improve such in collaboration with the software development, API development and QA teams. Must-Have* Bachelor's Degree or equivalent Minimum 8+ years of experience working with Information technologies And Minimum 8+ years of experience working in a business/systems analysis function And Minimum 5+ years of Microsoft Office software experience And Minimum 5+ years of experience in Financial Services And Minimum 5+ years of related supervisory experience Skills and Knowledge Demonstrated experience in an environment employing a variety of software development methodologies (agile, iterative, waterfall, etc) Superior problem solving, critical thinking, and action-oriented in ambiguous situations. Domain expertise in Commercial Lending Technology. Demonstrated experience and success in influencing, leading, and coaching without direct leadership responsibility. Strong interpersonal, analytical, problem solving, facilitation, organizational, prioritization, effective decision making, and conflict resolution skills. The ability to negotiate or persuade others in complex situations. Ability to work at the highest level of business system analysis and provide solutions to most business problems diverse in scope, to serve as a resource to others in the resolution of more complex issues. Strong data evaluation and data mapping skills as well as interface mapping to databases and multiple internal and external applications. Experienced with Databases and capable of writing SQL statements Knowledgeable about APIs and API interfaces Strong direct people management, leadership, planning, and organizational skills Strong written and verbal communication skills with the ability to translate technical information to non-technical audiences and vice versa of various levels in the organization. (e.g., executive, management, individual contributors) Ability to communicate and persuade at all management levels. Strong problem solving and analysis skills, combined with impeccable business judgment and ability to communicate with highly technical and business management teams Demonstrates resilience and flexibility when presented with challenges or changing priorities Able to lead analysts and plan work in a structured team environment on task and timeline driven work Able to lead analysts and plan work in a team environment on task driven work Strong people management skills, including an understanding of how to mentor, coach, and develop business systems analysts. Ability to identify and implement training & development plans Ability to build and sustain collaborative and productive relationships with business and technical partners Familiar with Business Requirements tools Experience working with 3rd party vendor applications Experience working in a multi-vendor (outsourced) environment strongly preferred. Must be a self-starter with ability to be productive in a fast-paced environment with minimal direction. Compensation Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. #CA-AP#LI-AP
    $111.4k-189.7k yearly 9d ago
  • Associate Project Manager

    ITC 4.7company rating

    Saint Louis, MO Job

    ITC is seeking an Associate Project Manager who thrives in the dynamic atmosphere of events and trade shows. If you love coordinating highly visible, complex projects against tight deadlines and supporting multiple initiatives at once, this role is for you. You'll collaborate with ITC's cross-functional teams to deliver imaginative, memorable experiences that have a lasting impact on our clients and their audiences. This position plays a crucial support role in both fabrication and rental production. You will create estimates for fabrication and rentals, and once a project is sold, guide it through completion-updating inventory, ensuring rigorous production standards, and overseeing budgets and purchasing from concept to delivery. Required Qualifications Bachelor's degree in business, communications, technical theater (or equivalent), or 4+ years of event/trade show experience Strong project management and organizational skills for handling multiple projects at once Solid background in event logistics, technical staging, A/V, and construction processes Excellent verbal and written communication skills Proven success in high-pressure environments, maintaining composure and problem-solving with keen insight Demonstrated ability to build relationships (both internal and external) and work effectively in a team-sharing ideas, offering encouragement, recognizing others' contributions, and bringing out their best Proficiency in AutoCAD and the Microsoft Office Suite (including Excel formulas) Detailed Responsibilities Assist in developing project timelines, schedules, budgets, and resource requirements (e.g., A/V, lighting, graphics) Coordinate trade show and event logistics Manage inventory and order fulfillment to confirm all items are in place for events and trade shows Create construction and setup drawings for custom event and trade show builds on assigned projects Adhere to ITC's established project workflow, meeting all milestones and procedures Provide regular updates to the project manager regarding timelines and progress, ensuring expectations are met or exceeded; escalate issues as necessary Help oversee on-site production and event staff Maintain and update documentation, including inventories and pack lists Participate in post-event reviews to gauge client satisfaction and recommend process improvements Collaborate with the director of fabrication to ensure all construction meets high-quality standards
    $99k-149k yearly est. 5d ago
  • Sr. Parcel Conveyors Systems Design Engineer w/ Relocation Assistance

    Honeywell 4.5company rating

    Mason, OH Job

    Join the industry leader to design the next generation of breakthroughs Create innovative solutions for warehouse automation challenges In this role you will use your creativity and knowledge of conveyor fundamentals to design innovative and efficient solutions to our customers' material handling needs. You will work with both sales and customers to understand project requirements, then meet those needs with mechanical designs for both new conveyor systems and modifications to existing systems. You will take ownership of your design throughout the pre-sale process, coordinating a cross functional team through cost estimating, proposal document creation and leadership approvals. Responsibilities: - Translate customer needs to usable design requirements - Design systems utilizing Honeywell standard offerings and outside purchased products - Balance design optimization with customer budgetary constraints - Ensure cost and schedule estimates are consistent with historical company performance - Assist in writing proposals that are both technically correct and easily readable by customers - Support Sales in customer meetings throughout proposal cycle YOU MUST HAVE Bachelor's degree from an accredited institution in a technical discipline such as the sciences, technology, engineering or mathematics 8 years of relevant experience in the material handling industry Conveyor Systems experience (For example Case Conveyor, Pallet Conveyor, Bulk Flow Conveyor, ASRS, Robotics) Proficiency in AutoCAD Proficiency in Microsoft Office WE VALUE Bachelor's Degree in Mechanical Engineering or equivalent technical degree FedEx Conveyor System Design Experience\ Material handling or related experience strongly preferred Proficiency in PLM (Product Lifecycle Management) A passion for continuous improvement and innovation An open, honest, and team-oriented personality Willingness to learn new technologies Creativity Good verbal communication skills Presentation skills #FedEx #LI #Conveyor #Design Additional Information JOB ID: HRD252869 Category: Engineering Location: 7901 Innovation Way,Mason,Ohio,45040,United States Exempt Engineering (GLOBAL) 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.
    $42k-71k yearly est. 1d ago
  • Systematic Options Trader

    Citadel Securities 4.9company rating

    Miami, FL Job

    As a Systematic Trader, you'll join our global team of experts responsible for managing the day-to-day trading of our quantitative systematic trading strategies. You will make real-time decisions to manage risk, respond to changing market conditions, react to patterns observed in trading behaviors, and act on the broad set of alerts generated by our leading monitoring platform. You will partner with the firm's strategy developers and technologists to deliver a best-in-class trading platform that directly unlocks business opportunities and improves the robustness of our businesses. We're looking for extraordinary traders who are committed to our core values: winning, acting with integrity, continuously learning, and cultivating a meritocracy. Opportunities may be available from time to time in any location in which the business is based for suitable candidates. If you are interested in a career with Citadel, please share your details and we will contact you if there is a vacancy available. Objectives Manage the daily operation of our systematic trading platform, partnering with developers, researchers, and technology teams Develop a deep understanding of market microstructure, products, regulations, and our trading platform to facilitate business growth (new regions/venues/products, defining new technology requirements, and deployment of new strategies) Design and drive the continual improvement of our world-class trading platform Monitor markets and strategy performance metrics identifying trends that inform actions Understand and navigate macro event risks by constructing and executing trading playbooks Own risk management protections and have authority over trading activities Skills and Preferred Qualifications Bachelor's degree in STEM, Finance, Economics, or Business program from a top institution Excellent problem-solving and strategic decision-making ability; able to keep the big picture in mind, making informed and defensible decisions in a fast-paced trading environment Prior experience in electronic trading Detail-oriented and excellent written and oral communication skills Demonstrated self-starter, with the drive and can-do attitude to learn new things and push through change to deliver results Skill assets: proficiency in Python/similar backend technologies and SQL About Citadel Securities Citadel Securities is the next-generation capital markets firm and a leading global market maker. We provide institutional and retail investors with the liquidity they need to trade a broad array of equity and fixed income products in any market condition. The brightest minds in finance, science and technology use powerful, advanced analytics to solve the market's most critical challenges, turning big ideas into real-world outcomes.
    $76k-138k yearly est. 5d ago
  • Wireless Network Engineer

    Fintech Staffing Partners 4.2company rating

    Orlando, FL Job

    Senior Wireless Network Engineer ) Job Type: Contract Industry: Entertainment & Hospitality About the Role: We are seeking three Senior Wireless Network Engineers to support a high-profile wireless network deployment within the entertainment industry. This project has executive-level visibility and requires top-tier technical expertise in wireless security, multicast networks, and technical project leadership. Key Responsibilities: Design, configure, and optimize wireless network infrastructure in a highly dynamic and high-traffic environment. Ensure wireless security best practices are implemented, addressing authentication, encryption, and threat mitigation. Support and troubleshoot multicast networks and protocols to optimize performance across wireless environments. Act as a technical project lead, collaborating with internal stakeholders to define wireless network requirements and operational strategies. Conduct wireless site surveys, performance tuning, and security assessments. Work closely with cross-functional teams to ensure seamless network integration and alignment with business needs. Required Skills & Experience: 5+ years of hands-on experience in wireless network design, security, and optimization. Expertise in wireless security protocols, including 802.1X, WPA2/WPA3, and network segmentation. Strong understanding of multicast networks, IGMP, and PIM protocols in wireless environments. Experience working in large-scale, high-density environments (e.g., theme parks, stadiums, entertainment venues). Cisco wireless solutions experience, including controllers, APs, and troubleshooting tools. Strong project leadership experience in managing wireless network operations and deployments. Relevant industry certifications (e.g., CCNP Wireless, CWNA, CWSP) preferred.
    $75k-98k yearly est. 16d ago
  • Disability Income Specialist

    The Bulfinch Group 3.4company rating

    Needham, MA Job

    The Bulfinch Group - Needham, MA Overview and Objective The Bulfinch Group is an industry leader in the sale of individual disability insurance products for individuals and small business as an agency of The Guardian Life Insurance Company of America. The Bulfinch Group is currently seeking a Disability Income Specialist to join our office in Needham, to act as a Subject Matter Expert for these products. The Disability Income Specialist (DIS) is responsible for the growth and development of the disability insurance (DI) profit center within The Bulfinch Group. This objective will be accomplished through supporting and driving the DI sales of independent brokers as well as from The Bulfinch Group's Representatives. A successful candidate will provide brokers and advisors the knowledge and support they need to write business. They will help to build a reputation for expertise in marketing and selling individual DI, provide proactive sales and case design support, and deliver insight on industry trends and competition. The DI Specialist will also develop effective relationships with various home office teams to support brokers and advisors at The Bulfinch Group in their sales endeavors and help them to build a profitable book of business. Disability Income Specialist Responsibilities Schedule and make sales calls on a daily basis with new and existing brokers to strengthen relationships and identify selling opportunities. Proactive broker solicitation and development will initially involve 80% of the DIS's efforts. Work with the General Agents and Regional Wholesalers to develop and execute an appropriate business plan to maximize sales and meet firm production goals. Create firm visibility and sales opportunities through proactive marketing efforts. Utilize an effective contact management system to create and maintain broker profile levels (segmentation), and track business development activities. Achieve specific predetermined monthly, quarterly, and annual activity and sales goals. Identify and convert marginal brokers and advisors with potential into top producers. Conduct sales promotion and training meetings for brokers and advisors. Create and maintain a recruiting referral list of potential new firm advisors. Disability Income Specialist Qualifications: A successful DIS is a highly motivated, results-oriented entrepreneur with a strong work ethic and competitive drive to succeed. The DIS must possess: Proven sales and relationship-building skills; 2-5+ years related experience a plus The ability to work independently and creatively in a challenging environment Demonstrated oral and written communication skills A strong focus on personal customer service Ability to pay attention to detail and multi-task Strong sense of discipline and self-organization Demonstrated organizational or leadership success in a social or professional organization Requirements - Please do not apply to the DIS role, unless you meet the below requirements: Four-year college degree, or equivalent US Citizen or Permanent Resident Actively hold appropriate state insurance licensing preferred; Candidates without these licenses could potentially obtain this licensure before starting in the role Strong Candidates… Have the Entrepreneurial Spirit: Self‐motivated individual with a dynamic, confident personality, a strong work ethic, and looking for career growth and development - seeking the privilege of autonomy along with the benefits of joining a dynamic organization Have a Track Record of Success: Demonstrated history of taking on challenging work in their careers, communities, schools, sports, etc. Candidates who are driven and are constantly going the extra mile. Seek Meaningful Work: Reputable, trustworthy, ethical and has a strong desire to help others achieve their financial goals Are Strong Connectors: Looking to expand their current network by cultivating and enhancing long-term relationships; They are not afraid to spark up a conversation and ask for introductions Company Summary: Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm's core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. We are fortunate to be supported and aligned with our Broker/Dealer, Park Avenue Securities and Guardian Life, for additional training, compliance oversight, operational systems, and support of a Fortune 252 organization. Individual disability income products underwritten and issued by Berkshire Life Insurance Company of America (BLICOA), Pittsfield, MA or provided by Guardian. BLICOA is a wholly owned stock subsidiary of and administrator for the Guardian Life Insurance Company of America (Guardian), New York, NY. Product provisions and availability may vary by state. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 GOULD STREET SUITE 310, NEEDHAM, MA 02494, ph# ************. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 7663506.2 Exp 3/27
    $64k-77k yearly est. 16d ago
  • Treasury Manager

    Planet Home Lending, LLC 4.3company rating

    Columbia, MD Job

    The Treasury Manager is responsible for the daily management and oversight of the company's liquidity, debt reporting, and compliance with corporate debt facilities. Additionally, the role is responsible for monthly reporting related to such debt facilities and determining financing strategy with management. Essential Duties and Responsibilities Manages and guides the activities of the Treasury Department, which includes liquidity management, daily cash movements, corporate borrowings and paydowns, and forecasting liquidity. Responsible for ensuring the accuracy and approval of bank transactions. Oversee the maintenance of the Kyriba Treasury Workstation, while seeking opportunities for further automation of banking processes and efficiencies of existing internal operations. Review the monthly debt covenant compliance and debt reporting obligations. Ensures compliance with internal controls regarding cash movement and corporate borrowings. Monitor and oversee existing bank account services, identifying cost saving opportunities from partner Financial Institutions. Recommend banking products and services, as appropriate. Administers staff education including cross-training, company updates, and process improvements. Assists CFO, Treasurer, and Treasury Director with special projects and performs other duties as assigned. Position Requirements Education Bachelor's degree in Accounting or Finance required Experience Minimum of five (5) years of experience in treasury or finance activities, including at least two (2) years supervisory experience required. Mortgage industry experience strongly preferred. Kyriba Treasury Workstation experience preferred. Functional/Technical Skills Thorough knowledge and experience with management of debt facilities, including compliance with legal obligations of corporate debt financing Thorough knowledge and experience with cash management Proven Supervisory Experience Experience with Microsoft Office-all applications Strong leadership skills Analytical and problem-solving abilities Ability to work and interact with third party lending partners Solid written and verbal communication skills Benefits Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 10 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans. Environmental/Physical Demands Work is typically performed in a standard office environment. 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. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.
    $97k-128k yearly est. 5d ago
  • Mid to Senior Investment Analyst

    Summit House Capital 4.5company rating

    Dallas, TX Job

    Summit House Capital is an SEC-registered investment advisor based in Dallas, TX. The firm was founded in 2019 and pursues an opportunistic investment strategy primarily focused on credit investments within a stressed or event-driven context. Role Description We are looking for a mid-to-senior-level Investment Analyst to join our team. This hire will support all facets of the fundamental underwriting and execution of the firm's investment strategy. This will include financial analysis, modeling, industry research, building and maintaining a robust professional network, idea generation, monitoring markets, and making recommendations to the firm's investment committee regarding buying/selling. Qualifications Exemplary track record of academic success Strong analytical and quantitative skills High attention to detail Excellent communication and teamwork abilities Candidates should have a minimum of five years of professional experience (two years of investment banking, trading, or consulting and three years of buy-side, ideally PE and/or distressed/special situations) Compensation Competitive base salary (experience appropriate) Annual cash bonus based on individual and team success Carry participation (points allocated based on individual performance) Benefits (health insurance, dental, 401k, etc.)
    $77k-128k yearly est. 27d ago
  • Teller

    Heritage Financial Credit Union 4.4company rating

    Newburgh, NY Job

    If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Salary: $17.00 per hour Who we are… At Heritage Financial Credit Union, we are focused on growth. When you begin your career at HFCU, we want to get to know you, your goals and your aspirations so that we can best support you with the necessary tools, resources and opportunities to help make possible the achievement of your hopes and dreams. Who you are… We are looking for candidates that are team oriented, have a passion for serving others, a positive attitude and a willingness to learn and develop. With a background in the retail industry, you're someone who isn't afraid to roll up their sleeves to help support the branch's goals and initiatives. You're a problem solver, who's always looking to share their thoughts, ideas, and improvements with the team. You are available to work a flexible work week, which includes some Saturday coverage. The role… As a Part-Time Teller with Heritage Financial, your main focus will be to provide outstanding service to our membership base. This includes assisting members with deposits, withdrawals, loan payments and more. You would act as a relationship manager to our members to help discover and identify their financial needs and refer products and services that can help them reach their goals. You take pride in your branch, making sure that your work station is clean, stocked and ready for any member interaction. Why us... Heritage Financial has been in the community for over 80 years. Throughout this time, we have worked diligently to create a culture of teamwork, superior service orientation, and open communication! We offer the opportunity for growth and development as well as competitive pay, flexible hours, paid time and holidays off, and health benefits! ESSENTIAL FUNCTIONS AND BASIC DUTIES Provide outstanding member service by accurately processing member transactions and actively promoting products and services. Transactions include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc. Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures. Represent the Credit Union in a courteous and professional manner. Cross-sell credit union products and services. Process mail and night depository transactions. Create new member packets as needed. Ensure that teller station is properly stocked with forms, supplies etc. Perform member service responsibilities; answering questions and requests, researching and resolving member issues, etc. Assist Branch Supervisor/Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc. Recommend changes, workflow, efficiencies and quality. Meets or exceeds goals as outlined. Performs additional duties as assigned. PERFORMANCE MEASUREMENTS Performance is measured against the core competencies as outlined by the position and against goals established by the supervisor. Requirements EDUCATION/CERTIFICATION: High School Diploma or GED plus two years customer service and cashier experience; or a comparable combination of education and experience. EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office. SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills.
    $17 hourly 13d ago
  • Summer 2025 FIG Investment Banking Internship

    Cantor Fitzgerald 4.8company rating

    New York, NY Job

    Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: Investment Banking Summer Internship Programs in the Financial Institutions Group (FIG): Cantor Fitzgerald offers 10-week Investment Banking Summer Analyst Programs in the Financial Institutions Group. They feature invaluable tools and training conducted by pillars of Wall Street focused on modeling, valuation, and financial accounting. Networking opportunities with colleagues, both in Investment Banking and across other businesses at Cantor Fitzgerald, provide ample opportunities for career development. Summer Interns will be able to work on projects across different FIG verticals and products, such as Mergers & Acquisitions Advisory, IPO Offerings, Debt Capital Markets, and more. Throughout the program, they will be staffed on pitches, live deals, and other long-term projects supporting our client-calling efforts. Whenever possible, summer interns are invited to travel to client meetings. In addition, exposure to the same type of work as full-time junior bankers, which includes, but is not limited to: Preparing a company overview, annotated stock price chart, and Wall Street analyst summary Learning how to select the appropriate trading comparable and precedents, as well as understanding how to spread a comparable trade, including looking at the cash, debt, and shares outstanding Conducting client due diligence Becoming familiar with the different valuation methods, including DCF and LBO analysis Preparing offering memoranda along with other written materials, including reports to senior management Midway through the summer, each intern is given constructive feedback on his or her performance and receives the support needed to ensure a solid understanding of the business and skills. Depending on each person's performance, an intern may receive an offer to return to Cantor in a full-time position post-graduation. Qualifications: Summer intern candidates must be rising senior undergraduates, preferably with a major or concentration in finance Previous internships in a professional services or financial services industry Strong analytical and quantitative skills Strong critical thinking and problem-solving skills The ability to work in a team environment but also thrive in an entrepreneurial culture Outstanding interpersonal and presentation skills Self-starters who display initiative, drive, motivation, and leadership Salary: $85,000 Annualized
    $85k yearly 11d ago
  • Suitability Principal

    Massmutual Financial Group 4.3company rating

    Massmutual Financial Group Job In Jackson, MS

    The Opportunity As a Suitability Principal, you will be responsible for conducting back-office suitability reviews and firm-acceptance for accounts clearing through National Financial Services (NFS). You will also be responsible for the review and acceptance of money movement, transfers, and account maintenance transactions. You will demonstrate a strong penchant for leadership and coaching. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. The Team MML Investors Services (MMLIS) Cashiering department reviews and processes brokerage and advisory transfers in a timely manner to facilitate the movement of customer funds in and out of our brokerage accounts held with National Financial Services (NFS); including depositing and withdrawing of funds. Further, the team handles the setup and modifications of money movement investment and withdrawal plans. We provide guidance and education to field reps on requirements and regulations regarding money movement and communicate frequently with National Financial Services. The team also works closely with the Transfer of Assets, Advisory, New Business and Trading teams within MMLIS. The Impact As an InForce Business Acceptance Consultant you will effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors and provide guidance on money movement suitability, introducing broker/dealer and clearing firm money movement requirements and policies, and navigating margin related money movement matters (e.g., guarantee of funds). Additionally, you will be involved daily in complex problem resolution requiring higher level critical thinking, including the occasional policy exception review. As a registered principal, you may be asked to temporarily step into the role of another department's Business Acceptance Consultant, requiring the general knowledge of non-Cashiering related duties. Key responsibilities will include: * Conduct back-office review and firm-acceptance of Broker Dealer business submissions including Corporate RIA accounts, Brokerage accounts, Options accounts, 529 plans, money movement, transfers, and account maintenance * Handle the review of death and divorce related transfers between accounts, federal wire disbursements, international money movement, restriction removals and collateral releases * Assist in the processing of daily transactions by reviewing and approving for accuracy, alignment with client instructions and internal policies while multitasking and prioritizing duties throughout the day to ensure timely resolution * Working independently and in a team environment on these duties for individual and team wide success * Determine root cause of issues, provide solutions, and resolve matters independently without management supervision * Implementation and management of operational and supervisory procedures for the firm * Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors * Specialized regulatory knowledge of securities such as Options trading, Municipal Securities, Mutual Fund classifications and Margin regulations may be required * Involved in complex problem resolution requiring higher level critical thinking daily * Consistently identify and report to management on trending and risk mitigation measures. * FINRA Licenses as required * Engage with specialized professional personnel/departments at MMLIS and NFS, such as Legal, Compliance, Anti-Money Laundering, Risk and Margin. * Become well versed in retirement products, Internal Revenue Service (IRS) regulations and banking services/workflows (e.g., clearing house, pre-note, federal wire, intermediary banking). The Minimum Qualifications * FINRA Series 7 & 24 at time of application * 2+ years MMLIS experience and / or 4+ years' experience with Brokerage/Advisory Transfer of Assets or Money Movement transactions * High School Diploma/GED/HiSET * Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators * Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications * 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space * Extensive working knowledge or ability to learn the following systems: ICP, A360, Case Manager, Wealthscape, GIACT, Accurint/LexusNexus, FBSI, and Envestnet's ENV2 platform * Ability to work in a fast paced, ever-changing environment * High degree of ownership and sense of urgency * College degree preferred with a concentration in business or finance * Passion for embracing business process improvement opportunities * High aptitude for effective problem resolution * Must be able to think independently and tactfully challenge the opinions of others * Superior customer service skills * Ability to work in a fast paced, ever-changing environment * Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style * High aptitude for effective problem resolution * Strong organizational and time management skills are essential What to Expect as Part of MassMutual and the Team * Regular meetings with the MMLIS Cashiering Team * Focused one-on-one meetings with your manager * Access to mentorship opportunities * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-DK1 #LI-REMOTE Salary Range: $69,000.00-$90,500.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
    $69k-90.5k yearly 40d ago

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