Trader Jobs in Melrose, MA

We're hiring a Trader, Biodiesel. As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global in Biodiesel. The role will also include commercial analysis for new trading / supply assets, in both terms of new businesses and M&A opportunities. Ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand basis trading, locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Strong knowledge of rail logistics and current government policies as it relates to the product. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers. For over 90 years Global Partners LP has been delivering the energy our communities need to grow, move, and thrive. From Alltown Fresh, with its innovative chef-led creations and guest-focused retail experience, to our vast network of over 50 liquid energy terminals across the eastern seaboard and beyond, Global Partner's integrated network of businesses delivers value day-in and day-out to our guests and customers across the US. At Global Partners we embrace the future, investing in the energy transition with initiatives like GlobalGLO and supporting the communities in which we operate with our charitable work. We're excited for the next 90 years at Global Partners and what innovative new ideas we can bring to our guests and customers in the future. We're looking for passionate people with great ideas to contribute to our company's future. If you're motivated by what's next, Global Partners can provide you the opportunities to push your career to the next level. The Types of "Energy" You Bring * Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously * Effective verbal and written communication skills * Willingness and desire to learn new skills and take on new responsibilities * Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands "Gauges" of Responsibility * Daily ownership and profitability of Bio-diesel and renewable diesel book of business and includes responsibility to procure the most cost-effective product for marketing. * Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required. * Represent and be the lead for Supply on various projects and opportunities. * Prepare and present management reports as needed. * Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness. * Prepare and present risk/return reports on opportunities and analysis as necessary. * Find and negotiate term sales, rack deals, etc. * Find and implement any ways to make changes to increase Supply's profitability, work to grow the business in both current and new markets. * Support Supply on acquisitions and larger projects. "Fuel" for You * Coins! We offer competitive salaries and opportunities for growth. We mean it! We have an amazing Talent Development Team who create trainings for growth and job development. * Health + Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support. * The Road Ahead - We offer 401k and a match component! * Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service. * Give Back! We believe in community support. We know everyone gives in their own way, that's why we offer paid volunteer time-off to you to help an organization of your choice. The "GPS" of our Interview Process * First thing's first, if you're interested in the role, please apply. * A talent acquisition team member will review your resume in partnership with the hiring manager. If your experience would lend to this opportunity a recruiter will contact, you. * We conduct in-person and virtual interviews and provide additional interview information or other items needed at that time. Qualifications * 5+ years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending. * Exceptionally strong interpersonal and communication skills * Outstanding ability to work collaboratively * Excellent attention to detail * Excellent time management and multi-tasking skills * Proficiency with Microsoft Excel a significant plus Education Requirement * Bachelor's degree in business, Finance or Accounting We value passion and potential. If you are enthusiastic about a position and think you can make a meaningful impact, we encourage you to apply even if you don't check every box. We embrace different perspectives, backgrounds and experiences. Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************. * Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

The Trader is an individual who possesses knowledge in trading strategies. This level of trader has an understanding of wrap accounts, wrap trading desks and trading. The trader will support, maintain and execute all daily operations of the trading desk. This individual has the same skills of their counterparts; however, the trader needs to groom their proficiency with time, repetition, and experience. This is a hybrid position located in San Francisco, CA or Boston, MA offices. What you will do: * Daily implementation of investment action decisions from all product lines. This includes across-the-board trading for separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) programs. The implementation process may involve execution of trades or coordination of trading activity with sub-advisors. * General trading of equity, fixed income and mutual fund asset class securities, including foreign ordinaries and ADRs. Trade execution may be done through sponsor firm trade desks, external broker/dealers or alternative liquidity sources. * Trading for mutual funds handled or sub-advised by Natixis. * Account specific trading for accounts in separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) structures, including best execution, directed brokerage and DVP accounts. This includes trading new accounts, processing style changes, rebalancing contributions and withdrawals and liquidating terminated accounts. * Maintain, audit, and reconcile models on a regular basis. * Run, generate and maintain all trade related reporting functions. * Communication with sponsor trading desks and internal/external trade support. * Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors. * Provide portfolio managers with up to date relevant market, product characteristic and related general process oriented information. * Perform quality control checks on managed accounts, general audit, sampling, and Evidence of Review verifications. * Maintain trading records including those detailing trade activity trading rotations, process exceptions, resolution of errors, etc. * Participate in the facilitation, correction and detailing operational errors. * Collaboratively support departmental and enterprise-wide project/work efforts. * Contribute to general risk management, process improvement, knowledge development and cross-training efforts. * Support procedural refinement and related documentation, and general policy development. * Help reinforce team with focus around policy and procedural adherence. What you will bring: * Bachelors degree required, graduate degree and/or CFA or other professional designation. * Broad expertise in equities and securities trading and related operational practices (2-7 years of demonstrated progressive experience at minimum). * Experience using trade order and portfolio management & administration systems including Vestmark, InvestCloud APL, Charles River, etc. * Experience with standard market data platforms (Bloomberg, FactSet, etc.). * Attention to detail, strong communications, presentation and organizational skills. * Understanding of applicable regulatory issues and general regulatory landscape. * Ability to evaluate multi-faceted challenges and perform complex situational analysis to effectively discuss and/or propose optimal solutions. * High level of accuracy is required at all times. Risk awareness and strict attention to procedural adherence a must. * Collaborative, professional and positive. * Ability to meet objectives, handle stress and time sensitive situations. * Ability to effectively multi-task. * Familiarity with sponsor trading desks and trade rotation. * Familiarity with portfolio modeling strategies. * Previous experience with wrap / separately managed account (SMA/MDP/UMA) trading and related portfolio management and administration activities. Who we are: We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*. For additional insight on working at Natixis, visit: ************************************************ #NatixisIMCulture Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law. * Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits. Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly. In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $120,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, annual pay if hired will be determined on an individualized basis.

Fixed Income Credit Trader to join our Global Fixed Income Trading Team. This role is critical in executing trades, developing trading strategies, and contributing to the advancement of our trading platform. The ideal candidate will have a strong background in fixed income markets, with expertise in credit trading (IG, Leveraged Finance, or CLOs), and relative value investment strategies. This role offers significant opportunities to add value to our business and work closely with senior traders, portfolio managers, research analysts, and quantitative researchers. Responsibilities * Develop and implement trading strategies to maximize portfolio performance. * Capable market-maker who utilizes relative value frameworks and knowledge of micro and macro market structure to drive value in the portfolio. * Execute orders and source liquidity in line with our best execution and risk management practices. * Trade both new issue and secondary markets across dedicated fixed income asset classes. * Enhance and demonstrate insightful portfolio knowledge to drive positioning and inform trading strategies. * Demonstrate asset class and macroeconomic knowledge by creating key market narratives and acting as a subject matter expert within LMI. * Partner with portfolio managers and analysts to build sector/security selection recommendations, appropriately size risk in the portfolios, and determine macro impacts on sectors/names. * Foster and maintain relationships with internal clients, brokers, and other market participants. * Utilize technology to enhance trading efficiency. * Gather, analyze, and disseminate market and security information to identify actionable trade ideas and investment opportunities Qualifications * Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field; Master's Degree or CFA preferred. * Minimum of 6-8 years' experience in fixed income trading, particularly within IG, High Yield, CLOs, or Bank Loan markets. * Proficiency in trading / portfolio platforms and financial software, including Bloomberg, Aladdin, MarketAxess, TradeWeb, and TruMid. * Strong understanding of credit portfolio management, credit analysis, and identifying relative value. * Experience with interest rate futures and credit derivatives (CDX) is a plus. * Ability to work quickly and accurately in a fast-paced, dynamic environment. * Self-starter with a proactive approach to generating ideas and improving processes. Local to Boston Hybrid

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the RoleThe Position We are looking to hire a Trader to join our Cross Asset Electronic Trading (XAET) team. The successful candidate will leverage various protocols to systematically trade multiple asset classes in a fast-paced, dynamic environment. Responsibilities include executing trades, monitoring market movements and trends, developing and testing trading strategies, adapting to changes in market structure, and reporting on performance and risk metrics. The candidate will collaborate closely with other Traders, Portfolio Managers, and Data and Technology teams to ensure optimal trade execution and risk management. A passion for financial markets, market structure, and a desire to evolve and improve our trading operations is essential. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs approximately 60 traders globally across all markets. Our investment and trading activities are conducted on an industry-leading internally developed software platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house research and analytics team who provide in-depth, action-oriented insights into our trading capabilities and activities. Responsibilities Execute transactions using electronic trading protocols, ensuring best execution, risk management, and adherence to policies and procedures. Develop and enhance an in-depth understanding of the investment philosophies and strategies of Portfolio Managers, Research Analysts, and Strategists. Gather, analyze, and disseminate curated market, sector, and security information and trade ideas to identify actionable investment opportunities. Develop and maintain expertise in market structure, including liquidity landscape, electronic trading, industry and regulatory developments, and technology-based solutions. Establish deep relationships with trading counterparties. Identify opportunities to increase efficiencies, optimize market access, and mitigate risk. Collaborate with stakeholders across the department, including Traders, Trading Research and Analytics, and Trading Technology. Qualifications A successful candidate should have the following qualifications: Prior experience in systematic trading using electronic protocols; Knowledge of various trading platforms and tools is a plus Versatility is critical: ability and willingness to learn and trade instruments across the entire team's remit Excellent analytical, quantitative and problem-solving skills, detail oriented and ability to multi-task in a fast paced, dynamic environment Proactive in learning about market structure evolution, industry solutions, and pursuing new opportunities to improve execution outcomes and/or trading workflows Project management and strong organizational skills, with the ability to drive projects from inception to completion Solid work ethic and a growth mindset, continuously investing in personal development Strong interpersonal and communication skills with experience working in a highly collaborative, team-based, and results-oriented environment Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority Technical mindset with experience in programming languages such as Python or R or C++, constructing and analyzing SQL/database queries is preferred Academic credentials: a bachelor's degree is required and additional business, financial, or technology degrees and skills (MBA, CFA, CAIA) would be highly additive JOB TITLE Trader, Cross Asset Electronic JOB FAMILY Trading LOCATION 280 Congress Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ********************************** . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 65,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

Pay Philosophy The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. Description The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. The Position We are looking for an experienced CLO Trader who will use their knowledge of CLO structures and capital markets to identify profitable trading opportunities within the CLO capital stack and support execution of the CLO investment strategy. The role will require the candidate to work closely with our Portfolio Manager to source and implement strategic CLO investments and contribute to day-to-day trading and long-term portfolio goals. This role demands a deep understanding of the CLO market, including price dynamics, risk assessment, capital structure analysis and the ability to translate insights into actionable strategies. Responsibilities: Investment Sourcing: Utilize capital markets relationships to lead the sourcing of CLO investments in primary and secondary markets across the capital stack that are consistent with portfolio objectives and current strategy. Relative Value Trading: Leverage expertise in structured finance and quantitative methods to identify and execute relative value trading opportunities that will add trading-based alpha to the CLO and Structured Products portfolios. Strategy Development: Provide market-driven insights to propose specific and actionable recommendations for short and long-term portfolio tilts. Investment Analysis: Collaborate with the CLO team to perform deep manager, deal and portfolio analysis on existing and potential investments; in particular, providing insight into how market risks may offset or compound fundamental risks. Market Intelligence: Develop and maintain relationships with brokers, CLO issuers and other structured products trading desks to stay current on market activity and trade flows. Portfolio Surveillance: As a part of the CLO team, present market updates, portfolio analysis and trade rationales to senior management. Grow exposure to other asset classes: The role will also provide the opportunity to grow the candidate's skillset by providing additional trading support to the Structured Products team for ABS and other structured assets. Qualifications Educational Background: Bachelor's degree in finance, Economics, or related field; CFA, MBA, or other relevant certifications preferred. Experience: 5-8+ years of experience in CLO or structured products trading with a focus on relative value opportunities and credit analysis. Strong background in CLO structures, with cross-sector knowledge in other securitized products such as ABS, RMBS, and CMBS a plus. Technical Skills: Expertise in financial modeling and cash flow analysis for structured products. Proficiency in trading platforms and financial data providers (e.g., Bloomberg, Intex, S&P Capital IQ). Advanced Excel skills; experience with programming languages (Python, VBA) is a plus. Other Skills: Strong analytical skills, with the ability to identify and act on relative value opportunities. Excellent communication and interpersonal skills, particularly in collaborating with portfolio management teams and articulating trade ideas. About Us As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are proud to support a diverse, equitable and inclusive workplace, where all employees feel a sense of community, belonging and can do their best work. Our seven Employee Resource Groups (ERGs) offer a centralized, open space to bring employees and allies together to connect, learn and engage. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco We can recommend jobs specifically for you! Click here to get started.

We're hiring a Trader, Biodiesel. As a key member of the Supply & Distribution Team, this role will allow the correct individual to grow a profitable trading business for Global in Biodiesel. The role will also include commercial analysis for new trading / supply assets, in both terms of new businesses and M&A opportunities. Ideal candidate will: Have a proven track record of profitability with the petroleum industry as an experienced trader. Have a strong work ethic, along with very strong leadership skills, a desire to succeed and a willingness to do whatever it takes to get the job done. Understand basis trading, locational and structural arbitrage and how to take advantage of it in both paper and physical markets. Strong knowledge of rail logistics and current government policies as it relates to the product. Have establish trading contacts within the petroleum markets and a proven track record of trading both with principals and brokers. For over 90 years Global Partners LP has been delivering the energy our communities need to grow, move, and thrive. From Alltown Fresh, with its innovative chef-led creations and guest-focused retail experience, to our vast network of over 50 liquid energy terminals across the eastern seaboard and beyond, Global Partner's integrated network of businesses delivers value day-in and day-out to our guests and customers across the US. At Global Partners we embrace the future, investing in the energy transition with initiatives like GlobalGLO and supporting the communities in which we operate with our charitable work. We're excited for the next 90 years at Global Partners and what innovative new ideas we can bring to our guests and customers in the future. We're looking for passionate people with great ideas to contribute to our company's future. If you're motivated by what's next, Global Partners can provide you the opportunities to push your career to the next level. The Types of “Energy” You Bring Outstanding organization skills -- ability to effectively manage multiple work efforts simultaneously Effective verbal and written communication skills Willingness and desire to learn new skills and take on new responsibilities Ability to work in a fast-paced, changing environment, deliver quickly and adapt to changing demands “Gauges” of Responsibility Daily ownership and profitability of Bio-diesel and renewable diesel book of business and includes responsibility to procure the most cost-effective product for marketing. Meeting all the requirements of Global's risk policy including hedging all products. Previous trading experience in petroleum derivatives, swaps, futures, physical products required. Represent and be the lead for Supply on various projects and opportunities. Prepare and present management reports as needed. Work with Risk Management both on a daily processes and longer term to improve reports and overall effectiveness. Prepare and present risk/return reports on opportunities and analysis as necessary. Find and negotiate term sales, rack deals, etc. Find and implement any ways to make changes to increase Supply's profitability, work to grow the business in both current and new markets. Support Supply on acquisitions and larger projects. “Fuel” for You Coins! We offer competitive salaries and opportunities for growth. We mean it! We have an amazing Talent Development Team who create trainings for growth and job development. Health + Wellness - Medical, Dental, Visions and Life Insurance. Along with additional wellness support. The Road Ahead - We offer 401k and a match component! Professional Development - We provide tuition reimbursement; this benefit is offered after 6 months of service. Give Back! We believe in community support. We know everyone gives in their own way, that's why we offer paid volunteer time-off to you to help an organization of your choice. The "GPS" of our Interview Process First thing's first, if you're interested in the role, please apply. A talent acquisition team member will review your resume in partnership with the hiring manager. If your experience would lend to this opportunity a recruiter will contact, you. We conduct in-person and virtual interviews and provide additional interview information or other items needed at that time. Qualifications 5+ years Industry experience in clean product supply, NGL, crude, residual fuel, bunkers, trading, exchanges, scheduling, terminals, logistics, product blending. Exceptionally strong interpersonal and communication skills Outstanding ability to work collaboratively Excellent attention to detail Excellent time management and multi-tasking skills Proficiency with Microsoft Excel a significant plus Education Requirement Bachelor's degree in business, Finance or Accounting We value passion and potential. If you are enthusiastic about a position and think you can make a meaningful impact, we encourage you to apply even if you don't check every box. We embrace different perspectives, backgrounds and experiences. Global Partners LP is an equal opportunity employer. We foster a company culture where ideas from all people help us grow, move and thrive. We embrace the diversity of all applicants and do not discriminate against race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability, protected veteran status or any other basis prohibited by federal, state or local law. If you have a disability and need an accommodation to apply, please contact our recruiting department at ************. *Disclaimer: At Global Partners, we don't use lie detector tests for any employment decisions. We follow all the rules and regulations, so we need to let you know: In Massachusetts, it's illegal to require or administer a lie detector test as a condition of employment of continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Description The Trader is an individual who possesses knowledge in trading strategies. This level of trader has an understanding of wrap accounts, wrap trading desks and trading. The trader will support, maintain and execute all daily operations of the trading desk. This individual has the same skills of their counterparts; however, the trader needs to groom their proficiency with time, repetition, and experience. This is a hybrid position located in San Francisco, CA or Boston, MA offices. What you will do: Daily implementation of investment action decisions from all product lines. This includes across-the-board trading for separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) programs. The implementation process may involve execution of trades or coordination of trading activity with sub-advisors. General trading of equity, fixed income and mutual fund asset class securities, including foreign ordinaries and ADRs. Trade execution may be done through sponsor firm trade desks, external broker/dealers or alternative liquidity sources. Trading for mutual funds handled or sub-advised by Natixis. Account specific trading for accounts in separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) structures, including best execution, directed brokerage and DVP accounts. This includes trading new accounts, processing style changes, rebalancing contributions and withdrawals and liquidating terminated accounts. Maintain, audit, and reconcile models on a regular basis. Run, generate and maintain all trade related reporting functions. Communication with sponsor trading desks and internal/external trade support. Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors. Provide portfolio managers with up to date relevant market, product characteristic and related general process oriented information. Perform quality control checks on managed accounts, general audit, sampling, and Evidence of Review verifications. Maintain trading records including those detailing trade activity trading rotations, process exceptions, resolution of errors, etc. Participate in the facilitation, correction and detailing operational errors. Collaboratively support departmental and enterprise-wide project/work efforts. Contribute to general risk management, process improvement, knowledge development and cross-training efforts. Support procedural refinement and related documentation, and general policy development. Help reinforce team with focus around policy and procedural adherence. What you will bring: Bachelors degree required, graduate degree and/or CFA or other professional designation. Broad expertise in equities and securities trading and related operational practices (2-7 years of demonstrated progressive experience at minimum). Experience using trade order and portfolio management & administration systems including Vestmark, InvestCloud APL, Charles River, etc. Experience with standard market data platforms (Bloomberg, FactSet, etc.). Attention to detail, strong communications, presentation and organizational skills. Understanding of applicable regulatory issues and general regulatory landscape. Ability to evaluate multi-faceted challenges and perform complex situational analysis to effectively discuss and/or propose optimal solutions. High level of accuracy is required at all times. Risk awareness and strict attention to procedural adherence a must. Collaborative, professional and positive. Ability to meet objectives, handle stress and time sensitive situations. Ability to effectively multi-task. Familiarity with sponsor trading desks and trade rotation. Familiarity with portfolio modeling strategies. Previous experience with wrap / separately managed account (SMA/MDP/UMA) trading and related portfolio management and administration activities. Who we are: We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*. For additional insight on working at Natixis, visit: ************************************************ #NatixisIMCulture Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law. *Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits. Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly. In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $120,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, annual pay if hired will be determined on an individualized basis.

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Position We are looking to hire a Trader to join our Cross Asset Electronic Trading (XAET) team. The successful candidate will leverage various protocols to systematically trade multiple asset classes in a fast-paced, dynamic environment. Responsibilities include executing trades, monitoring market movements and trends, developing and testing trading strategies, adapting to changes in market structure, and reporting on performance and risk metrics. The candidate will collaborate closely with other Traders, Portfolio Managers, and Data and Technology teams to ensure optimal trade execution and risk management. A passion for financial markets, market structure, and a desire to evolve and improve our trading operations is essential. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs approximately 60 traders globally across all markets. Our investment and trading activities are conducted on an industry-leading internally developed software platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house research and analytics team who provide in-depth, action-oriented insights into our trading capabilities and activities. Responsibilities * Execute transactions using electronic trading protocols, ensuring best execution, risk management, and adherence to policies and procedures. * Develop and enhance an in-depth understanding of the investment philosophies and strategies of Portfolio Managers, Research Analysts, and Strategists. * Gather, analyze, and disseminate curated market, sector, and security information and trade ideas to identify actionable investment opportunities. * Develop and maintain expertise in market structure, including liquidity landscape, electronic trading, industry and regulatory developments, and technology-based solutions. * Establish deep relationships with trading counterparties. * Identify opportunities to increase efficiencies, optimize market access, and mitigate risk. * Collaborate with stakeholders across the department, including Traders, Trading Research and Analytics, and Trading Technology. Qualifications A successful candidate should have the following qualifications: * Prior experience in systematic trading using electronic protocols; Knowledge of various trading platforms and tools is a plus * Versatility is critical: ability and willingness to learn and trade instruments across the entire team's remit * Excellent analytical, quantitative and problem-solving skills, detail oriented and ability to multi-task in a fast paced, dynamic environment * Proactive in learning about market structure evolution, industry solutions, and pursuing new opportunities to improve execution outcomes and/or trading workflows * Project management and strong organizational skills, with the ability to drive projects from inception to completion * Solid work ethic and a growth mindset, continuously investing in personal development * Strong interpersonal and communication skills with experience working in a highly collaborative, team-based, and results-oriented environment * Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority * Technical mindset with experience in programming languages such as Python or R or C++, constructing and analyzing SQL/database queries is preferred * Academic credentials: a bachelor's degree is required and additional business, financial, or technology degrees and skills (MBA, CFA, CAIA) would be highly additive Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at **********************************. At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 65,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We are seeking candidates who possess an entrepreneurial spirit and have the ability to build long-term mutually beneficial relationships. Our business has no size limitations and offers you the thrill of a start-up with the financial stability of an established industry leader. As a Commodity Lumber Trader, you will… Provide value to customers by feeding them information on the market pricing, and product availability. Actively join forces with your partners on our trading floor. Unearth deals from your suppliers. Get a charge out of existing relationships and prospect for new business with energy. Manage your open orders with single-minded devotion to detail. Enjoy lively and dynamic conversations. You Must Be… The best or be working to get there. Gregarious, you've never met a stranger. Book-smart or street-smart, but brilliant is okay too. Focused, you never take your eye off the ball. Persistent, hard-working, honest, accountable, and you must love your mother (we don't require a note). Fun-loving Not For you if… You get hurt feelings when customers tell you ‘no'. You are average, grumpy, boring or complacent. Technology gives you a headache. You like earnings capped. At Seaboard you will play an active role in enhancing our leadership culture by joining a group of innovative women and men with the drive to be the best in their profession. You and your partners on the trading floor provide fast-paced market information and product to buyers across North America and around the globe. Learn the renewable resource trade of commodity forest products through our extensive training program and develop a career that will enable you to reach your personal financial goals while making a meaningful positive impact on others. For forty years we have celebrated our people - Seaboard's greatest asset.

Here at Kelonia Therapeutics, we aren't just a preclinical company; we're trailblazers in viral engineering, pushing the boundaries of in vivo lentiviral gene and cell therapy. We're not just a team; we're dreamers on a mission to bring the promise of cell and gene therapy to every patient in need. At Kelonia, we've gathered a group of pioneers in cell and gene therapy to lead our journey, with extraordinary scientific founders at the helm, providing the cutting-edge technology that sets us apart. We're not just building a company; we're cultivating a culture-one that values both skill and care. Are you ready to be a part of our remarkable journey? Perhaps no current postings match your background? Maybe not the right time for you? Submit your resume! We're always looking for exceptional people to join our growing team. If we introduce a role that matches your background, we will be in touch! At Kelonia, we are dedicated to promoting a healthy work-life balance, and our benefits are designed to reflect that commitment. Alongside Flexible Time Off (FTO), we offer a flexible scheduling environment that empowers employees to work in a way that aligns with both their needs and our company's objectives. We also provide a team-focused environment with a competitive benefits package, including health, dental, commuter benefits, and more. At Kelonia, we foster a collaborative and inclusive workplace where you can join a small team that values both talent development and achieving company goals. Kelonia Therapeutics is an equal opportunity employer. We do not discriminate on the basis of race, color, gender, gender identity, sexual orientation, age, religion, national or ethnic origin, disability, protected veteran status or any other basis protected by applicable law. Kelonia does not accept unsolicited resumes from any source other than directly from candidates. Job Type: Full-time Work Type: On-Site M-F Location: Boston, MA

Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!

JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.

Top global asset management firm is hiring a Treasury Associate to join their team. The Treasury Associate will get involved in financial reporting, fx reporting, fund administration, and wire activity. Ideal candidates will have 1-2 years of relevant experience from the financial services industry, high academic achievement, and an MBA or CFA in process. The team is located in downtown Boston and doing a hybrid schedule. Compensation is competitive and includes bonus, profit sharing, excellent benefits - plus tons of internal growth opportunity. Responsibilities: Process wire activity in a timely manner Collaborate with banking partners on opening and closing accounts and lines of credit FX reporting and collateral reporting Prepare daily, monthly, quarterly, and annual reporting packages for senior leadership and various internal teams Collaborate with team members to ensure all deadlines are met Support Manager with a variety of ad-hoc projects Qualifications: Bachelors degree with high academic achievement 1-2 years of treasury / financial reporting / fund administration experience Experience from the financial services/asset management sector Strong Excel skills Ability to multitask in a fast-paced environment and think outside the box

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $16 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview The Financial Analyst will work directly with the financial planning team to assist in preparing financial projections, implementing financial plans, addressing client needs, and maintaining client relationships. Responsibilities ESSENTIAL FUNCTIONS: Assist the financial planning team in collecting, organizing, and compiling client data. Data gathering may take place in person, over the phone or electronically. Data may be collected directly from the client or from the client's advisors. Review client data and enter into firm applications. Prepare net worth summary, cash flow summary, life insurance summary, asset allocation analyses, and other relevant analyses as needed. Prepare and print materials to present to clients. Assist in presenting materials to clients in person or electronically. Assist in implementing and monitoring investment plans for clients. Work with Ropes Wealth investment team to analyze asset allocation of client portfolios. Work with client service team to onboard new clients. Work with outside advisors such as asset managers, life insurance brokers, property and casualty brokers, tax preparers, and mortgage brokers to implement other aspects of the financial plan. Assist the financial planning team with market research, client processing, and preparing marketing literature for prospective clients. Assist in drafting financial planning newsletters. Help maintain client contact. Answer client questions and address client needs in a timely manner as they arise. Comply with all internal procedures, policies, and regulatory standards. Other tasks as necessary to provide strong support to a growing and evolving business. ESSENTIAL CAPABILITIES: The candidate for this position must have the ability to: Work under pressure and within stringent deadlines. Work with a diverse group to attain common goals. Be a proactive self-starter. Be flexible in order to respond quickly and positively to shifting demands and opportunities. Plan, organize, and carry out multiple related activities. Pay attention to detail and follow up on outstanding items. Communicate with clients, co-workers, and the professional advisory community in person, by mail, and on the telephone. Education, Experience and Qualifications Excellent organizational skills with sharp attention to detail. A Self-Starter with the ability to work independently. Time management and organizational skills to manage multiple client engagements simultaneously. Computer skills, particularly an ability to work with Microsoft Office Suite. Experience with Salesforce and eMoney software is a plus. Strong numerical and analytical skills. Strong verbal, written, and interpersonal skills to interact with co-workers, other professional advisors, and clients. Client facing experience General personal finance knowledge Basic estate planning knowledge a plus A Bachelor's degree. Series 65 license or willingness to obtain within 6 months of hire. If candidate is working toward becoming a CERTIFIED FINANCIAL PLANNER ™, this requirement is waived. Compensation The anticipated base salary range for this position is $90,000.00 - $120,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $16 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview The Financial Analyst will work directly with the financial planning team to assist in preparing financial projections, implementing financial plans, addressing client needs, and maintaining client relationships. Responsibilities ESSENTIAL FUNCTIONS: Assist the financial planning team in collecting, organizing, and compiling client data. Data gathering may take place in person, over the phone or electronically. Data may be collected directly from the client or from the client's advisors. Review client data and enter into firm applications. Prepare net worth summary, cash flow summary, life insurance summary, asset allocation analyses, and other relevant analyses as needed. Print and prepare materials to present to clients. Assist in presenting materials to clients in person or electronically. Assist in implementing and monitoring investment plans for clients. Work with RWA Wealth investment team to analyze asset allocation of client portfolios. Work with outside advisors such as asset managers, life insurance brokers, property and casualty brokers, tax preparers, and mortgage brokers to implement other aspects of the financial plan. Assist the financial planning team with market research, client processing, and preparing marketing literature for prospective clients. Assist in drafting financial planning newsletters. Help maintain client contact. Answer client questions and address client needs as they arise. Comply with all internal procedures, policies, and regulatory standards. Other tasks as necessary to provide strong support to a growing and evolving business. ESSENTIAL CAPABILITIES: The candidate for this position must have the ability to: Work under pressure and within stringent deadlines. Work with a diverse group to attain common goals. Be a proactive self-starter. Be flexible in order to respond quickly and positively to shifting demands and opportunities. Plan, organize, and carry out multiple related activities. Pay attention to detail and follow up on outstanding items. Communicate with clients, co-workers, and the professional advisory community in person, by mail, and on the telephone. EDUCATION, EXPERIENCE AND SKILLS REQUIRED: One to three years of experience in a related field. Excellent organizational skills with sharp attention to detail. A self-starter with the ability to work independently. Time management and organizational skills to manage multiple client engagements simultaneously. Computer skills, particularly an ability to work with Microsoft Office Suite. Experience with Salesforce and eMoney or MoneyGuide Pro software is a plus. Strong numerical and analytical skills. Strong verbal, written, and interpersonal skills to interact with co-workers, other professional advisors, and clients. Client facing experience General personal finance knowledge Basic estate planning knowledge a plus A bachelor's degree. Series 65 license or willingness to obtain within 6 months of hire. If candidate is working toward becoming a CERTIFIED FINANCIAL PLANNER ™, this requirement is waived. WORKING CONDITIONS: Normal office environment with the expectation of 3 in-office days per week. Occasional meetings outside the office, usually at client's home or office, or office of third-party advisor. Compensation The anticipated base salary range for this position is $80,000.00 - $100,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Interested in joining the 617MediaGroup team, but don't see a position that is the right fit for you? Don't worry. We are always looking for talented communicators, campaigners, designers, developers, and strategists to join our rapidly growing team. Feel free to submit an application here, and we will be in touch with next steps, when we have an opening that is a good fit.

The Banker is responsible for providing an exceptional customer experience in the branch while meeting all business objectives. The Banker works with the management team to ensure sales, service and operational plans are met. The Banker will ensure that all proper bank policies and procedures are followed and will actively participate in the cross sell of the Bank's products and services. Key Responsibilities: Assist customers in opening of accounts. Initiate conversations with customers to offer needs based cross selling opportunities of products and services. Prepare loan applications for various consumer lending products including personal, auto, and equity products. Follow through with completed application to closing the loan once approved. Refer customers to other business lines for mortgage, commercial lending, merchant services and online channel needs. Deliver consistent, exceptional customer service by adhering to Centreville Bank's service expectations. Own the customer experience from beginning to end. Contribute to the achievement of Bank objectives and goals. Active participation in the community on behalf of the Bank. Perform as a team member by participating in the daily workflow. Comply with all Retail and Bank policies, procedures, and regulations. Meet expectations for attendance and punctuality. Participate in the day to day operational functions of the branch including accurate daily settlement of cash drawers, vaults, ATMs, branch, and daily reports. Must be flexible with ability to adapt to change. Requirements Qualifications: Fluent in Spanish (Written & Oral) High School Diploma or equivalent. 2 years of cash handling experience, sales and service experience preferred. Ability to project the vision and image of Centreville Bank. Strong knowledge of current banking environment procedures and regulations. Strong knowledge of bank products, services, policies, and procedures. Basic knowledge of Microsoft Word and Excel. Ability to multitask. Commensurate with experience. Centreville Bank offers a competitive salary and benefits package that includes medical and dental coverage, life insurance, disability insurance, 401(k) plan, paid time off and holidays. Centreville Bank is an Equal Opportunity Employer. All positions are subject to periodic evaluation.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure optimization throughout various stages of a company's life cycle via in-depth consulting and financial modeling. The ideal Senior Associate candidate has 2+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered. Responsibilities: Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations and divestitures Interpret data and propose strategies based on future risk trends, market and industry influences, Evaluate current and historical financial data Study economic and business trends Be current with business and economic issues relevant to the client's business. Utilize technology and tools to provide innovative high value services Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge Qualifications: Expert at developing and explaining fully integrated 3-Statement financial models in Microsoft Excel Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event Proficiency and experience creating board level and management ready presentations in Power Point highlighting key Client deliverables, findings, and solutions Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches Strong fundamental valuation skills including exceptional understanding of both the income and market approaches Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of related work experience involving financial analysis Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx Willingness to travel up to 25% to meet client needs At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $64,700 - $122,100 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.