Investment Fund Managers

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment.

The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Qualifications:

Demonstrates willingness to complete required industry licensing

Displays confidence working in a sales role

Builds strong client relationships through effective communication and collaboration

Displays a proactive mindset and effective time management

Demonstrates a results-driven mindset and prioritizes client interests

Identifies appropriate client solutions through application of learnings and new information

Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Learns and adapts to new technology or applications

Executes multiple tasks simultaneously

Job Description:

Client Service Associates will be co-located at a central site, and report into the Client Service Manager and provide shared support for advisors who have a short term need.

The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
You will be part of a team of CAs supporting specific advisors and their clients. CSA’s may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.
Responsibilities include:

End-to-end onboarding process; including systems, documentation, and follow-up
New account opening and maintenance
Phone coverage for assigned advisors
IAP enrollment and maintenance
Process and manage client servicing requests and account maintenance
Drive digital client engagement
Use Salesforce to track daily activities

Required Skills:

Minimum of 1+ years of professional or relevant internship experience
Knowledge of investment and banking products, policies & procedure
Strong client service & technical skills (MS Word & Excel)
Strong communication, time management, and organizational​

Desired Skills:

Undergraduate Degree
Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment
The candidate should respond well to changing and evolving job duties and expectations.
Strong technological skills are desired
Bilingual - Mandarin or Cantonese Chinese

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

**Job responsibilities**

+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

+ Demonstrate a deep understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity

+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

+ Provide a holistic view of clients' needs and financial coaching beyond investments

+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

**Required qualifications, capabilities, and skills**

+ At least 2 years in a Financial Advisor role or equivalent financial services experience

+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

+ Demonstrated ability and commitment to goals-based planning and advice

+ A valid and active Series 7

+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

**Preferred qualifications, capabilities, and skills**

+ Certified Financial Planning (CFP®) certification is preferred

+ Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

**Company :**

Allegheny Health Network

**Job Description :**

**GENERAL OVERVIEW:**

Perform a wide range of project task and acts as a financial and operational liaison for operations, regulatory agencies, or other outside entities. Serves as the technical expert for team members. Analyzes financial or contractual results, trends, performance metrics and provides root cause analysis to support business decisions. May analyze products and plans. Recommends, based on trends, and historical analysis revenue budget adjustments, and other cost improvement measures. May be responsible for management and reporting functions for specific or programs funded by commercial, federal, state, local, foundation or industry partners through grants, contracts, or service agreement mechanisms.

**ESSENTIAL RESPONSIBILITIES:**

+ Records, classifies and summarizes or contractual transactions and events in accordance with generally accepted accounting principles. Interprets transactions and events for users at all levels of the organization who must make economic or business decisions. (20%)

+ Depending on role develops and/ or maintains processes and performs complex calculations to support the short and long term strategic plans and operating budgets, supports monthly close or contracting process and the generation of the monthly and/or annual financial statements. May be responsible for negotiations and comparisons of payor performance . (20%)

+ As required provides expertise and education related to budgeting, revenue recognition, reimbursement, and system and processes changes. Correlates Revenue/Expense to volumes and prepares reports to assist financial management in assessing financial performance. (20%)

+ Evaluates, updates, and maintains processes in support of regulatory and third party changes, quarterly workpapers, annual audits, cost accounting, and third party cost reporting. (10%)

+ Performs detailed variance analysis against expected budget, forecast, prior periods, modeling or other revenue benchmarks as required to support operations. (10%)

+ Stays abreast of issues impacting the healthcare industry and/or third party payor regulations/requirements, sponsored project research, especially those that have a financial impact to AHN and communicates those issues to team and management. Makes recommendations for financial and performance improvement. (5%)

+ Analyzes contractual or financial results, trends, performance metrics and provides root cause analysis to support contracting and/or business decisions. Recommends budget adjustments, and other cost/revenue improvement measures. (15%)

+ Performs other duties as assigned or required.

**QUALIFICATIONS** :

**Minimum**

+ BA/BS Degree in Accounting, Finance, Business Administration or related field or relevant experience and/or education as determined by the company in lieu of bachelor's degree

+ Minimum of 4 years’ financial analysis experience.

+ Proficiency with spreadsheet applications and database management.

**Preferred**

+ Master's Degree or equivalent experience.

+ CPA, CMA, FHFMA, CHFMA or CRA.

+ Sponsored program administration.

+ Demonstrated ability to understand and apply complex federal regulations and policy.

**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

**_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._

_Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

**Pay Range Minimum:**

$28.18

**Pay Range Maximum:**

$43.80

_Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation/gender identity, protected veteran status or disability.

EEO is The Law

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity ( _https://www.eeoc.gov/sites/default/files/migrated\_files/employers/poster\_screen\_reader\_optimized.pdf_ )

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact number below.

For accommodation requests, please contact HR Services Online at [email protected]

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Req ID: J248501

This is a temporary salaried opportunity to join Deloitte Services LP for a short-term assignment. Temporary employees are not eligible for Deloitte's health benefits, life insurance, PTO or subsidies offered through the Health & Fitness program. They are, however, covered under Deloitte's Business Travel Accident policy and may participate in Before-Tax Transit benefits.

We are currently seeking a candidate to fill our One Model Security Specialist role between March 2025 and July 2025 for our Digital & Analytics team.

Deloitte uses a vendor tool, One Model, to deliver self-service access to HR data. This role is responsible for the design and technical configuration of role-based security as part of the broader One Model Implementation Team, tasked with managing sustainment and enhancement of the One Model platform, as well as intaking, refining and defining requirements for workstream use for implementation of enhancements of the One Model platform. Reporting to the security workstream lead, the role supports the project team, ensuring the security and integrity of the platform throughout its release development and deployment processes. This role involves managing security requests, provisioning data access, and coordinating with various teams to maintain a secure and compliant environment. The ideal candidate will possess strong analytical, technical, and communication skills, with a proven track record in security analysis. Additionally, this role will have a matrix reporting relationship to the business support workstream and utilized as a shared resource for both with primary responsibilities in the security workstream.

Recruiting for this role ends on February 5th, 2025.

Work you'll do

The Business Systems Security Analyst will be responsible for day-to-day support of the One Model security team, including:

+ Critical Security Requests: Deliver on all critical security requests that require the ability to edit, create roles, and manage data access.

+ Provisioning and De-provisioning: Provision and de-provision access within a matrixed configuration of attributes, filters, roles, and metrics to ensure appropriate access control.

+ ServiceNow Requests: Fulfill ServiceNow requests related to security, ensuring timely and accurate resolution of security issues by working through intake of the issue, research and documentation for either governance approval or potential implementation of a change to the One Model platform

+ Storyboard Visibility: Set storyboard visibility for appropriate data access roles, ensuring that only authorized users have access to sensitive information.

+ Documentation: Own documentation related to storyboard visibility to maintain transparency and compliance.

+ Product Releases: Support product releases related to security changes and enhancement requests, ensuring that all aspects of the change are fully documented, requirements are gathered for each workstream, including metrics, storyboard development, security and testing workstreams are addressed and implemented effectively.

+ Data Dictionary Coordination: Coordinate with the OM project team and stakeholders to update the OM data dictionary (business glossary) to reflect current security standards and practices.

+ Communication: Coordinate across workstreams on the review and approval of end user communications to ensure accurate and relevant updates.

+ Requirements Gathering: Elicit and document detailed requirements from stakeholders. Provide input on prioritization based on business need and program strategic goals, and coordinate with Data Governance to gather appropriate documentation for Talent Risk review and approvals

+ Cross Team Collaboration and Communication: Provide clear guidance to visualization developers to ensure accurate implementation of requirements. Ensure traceability of requirements through delivery and testing phases.

+ Maintenance: Regularly review and update backlog requirements, quarterly security review processes, support for annual cost center remapping efforts, and any large project initiative support from the security role maintenance process

Qualifications Required:

+ A bachelor's degree in a relevant field (e.g., Cybersecurity, Information Technology, Computer Science)

+ Minimum of 3 years experience in business systems analysis or security analysis or a related role

+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

+ Ability to travel 10%, based on the work you do and the clients and industries/sectors you serve

Preferred:

+ Familiar with Talent/HR processes - HR data, domain areas, and common reporting use cases.

+ Experience with people analytics, talent data, and dashboards, including a strong understanding of how to secure and manage sensitive employee information within these systems.

+ Proven experience in conducting security assessments, managing security risks, and implementing security controls, preferably in a security analyst role.

+ Strong technical skills in security tools and technologies and experience with provisioning and de-provisioning data access roles

+ Customer Service experience, including a familiarity with ServiceNow or similar IT service management tools, with the ability to fulfill security-related requests efficiently and within SLAs.

+ Communication Skills: Excellent verbal and written communication skills, with the ability to convey complex security information clearly and concisely to diverse audiences, including stakeholders and project teams.

+ Collaboration and Coordination: Demonstrated ability to coordinate with cross-functional teams (e.g., Data Governance councils, Talent Risk, OCM, PMO, and Talent teams) to ensure alignment on security practices and communication strategies.

Temporary employees are not eligible for Deloitte's health benefits, life insurance, PTO or subsidies offered through the Health & Fitness program. They are, however, covered under Deloitte's Business Travel Accident policy and may participate in Before-Tax Transit benefits.

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $60,000-$110,500.

EA_ExpHire; EA_TALENT_ExpHire

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

**Description**

**About Us:**

EMCOR Group, Inc. (NYSE: EME) is a Fortune 500 company and a leader in mechanical and electrical construction, industrial and energy infrastructure, and building services.

A provider of critical infrastructure systems. EMCOR gives life to new structures and sustains life in existing ones by it planning, installing, operating, maintaining, and protecting the sophisticated and dynamic systems that create facility environments. This includes electrical, mechanical, lighting, air conditioning, heating, security, fire protection, and power generation systems--in virtually every sector of the economy and for a diverse range of businesses, organizations and government. EMCOR represents a rare combination of broad reach with local execution, combining the strength of an industry leader with the knowledge and care of 170 locations.

**Job Title:** -- Security Analyst – Identity and Access Management

**Job Summary:** -- The Security Analyst for Identity and Access Management (IAM) is responsible for supporting the maintenance of EMCOR’s Security Program with a focus on the company’s identity systems and single sign-on systems (SSO). This includes enhancing the information security management framework, supporting the user lifecycle management process, and monitoring for internal and external threats

**Essential Duties and Responsibilities:** --

+ Implement, at management direction, and monitor a strategic, comprehensive enterprise information security management system to ensure the integrity, confidentiality and availability of information owned, controlled, or processed by the organization.

+ Deploy and support IAM systems to facilitate user life-cycle management, identity and access governance, and Privileged Account Management (PAM).

+ Assist and administer the deployment of the Okta identity solution, demonstrating proficiency with SSO protocols, workflows, and MFA with Okta.

+ Provide operational support for IAM products, including day to day management of systems and incident/support ticket management.

+ Experience troubleshooting problems across various environment types ranging from on-premises, cloud, and SaaS.

+ Partner closely with other security team members, as well as those on other IT teams and operating companies to drive IAM maturity and awareness.

+ Monitor the external threat environment for emerging threats and advise relevant stakeholders on the appropriate courses of action.

+ Manage, upgrade, and maintain servers and applications for information security tools.

+ Track, manage and follow-up on existing security issues.

+ Support and maintain EMCOR's Security Program.

+ Special projects as assigned.

**Qualifications:** --

+ Five years minimum experience in Microsoft Active Directory (Preferably in a multi domain environment).

+ Three years minimum experience in Microsoft Entra ID.

+ Three years minimum experience with Okta Access Management or similar single sign-on systems.

+ One year minimum experience with Privileged Access Management systems.

+ Experience and/or thorough understanding in one or more of the following technologies/languages: Microsoft Azure, MFA, SSO, RADIUS, LDAP, SAML, OAuth, OpenID, WS-FED, REST API, or PowerShell.

+ MCSA, MCSE, CISSP or GSEC certification is preferable.

+ Ability to effectively communicate and interact with personnel at all levels.

+ Strong project management skills.

+ Must be capable of delivering a very high level of customer service.

Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here (https://recruiting.ultipro.com/EMC1002EMCGI/JobBoard/cc563430-39f7-4c82-bdfe-62f295bd857a/?q=&o=postedDateDesc&w=&wc=&we=&wpst=) . Please check our available positions to confirm that a post or email is genuine.

EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR’s normal application process – it is probably fraudulent.

**As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we** **offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled**

**Benefits: We are** **committed to providing employees a comprehensive benefits package which includes medical, dental, and vision coverage, along with health savings and flexible spending accounts, life insurance, disability, a 401(k) Savings Plan, College Coach and employee assistance program.**

**\#emcor**

**\#LI-MJ1**

**Qualifications**

**Education**

**Required**

+ High School or better

Description

Pearson VUE (www.pearsonvue.com) is the global leader in computer-based testing for information technology, academic, government and professional testing programs around the world. Pearson VUE provides a full suite of services from test development to data management, and delivers exams through the world’s most comprehensive and secure network of test centers in more than 180 countries, where we validate the skills and knowledge of millions of individuals every year.

Pearson VUE is a business of Pearson, the world's leading learning company with global-reach and market-leading businesses. Pearson is listed on both the London and New York stock exchanges (UK: PSON; NYSE: PSO).

Pearson is an Equal Opportunity and Affirmative Action Employer and a member of E-verify.

This position will be working collaboratively with Development ,Advanced Technical Solutions, Global Business Solutions, Business Development, Global Business Assurance and Program Management, the Sr. Security Analyst provides internal subject matter expertise with regard to Pearson VUE security services and supports the operational execution of departmental strategies

PRIMARY RESPONSIBILITIES (Listed in order of importance with estimated amount of time spent on each task)

60% Web Monitoring and Data Forensics

+ Serve as the first level escalation point for security related issues with assigned client.

+ Liaise with program management, other functional areas within Pearson, clients, external security consultants and investigative firms as needed.

+ Conduct web monitoring services for assigned client including online investigation and cyber intelligence gathering.

+ Produce/provide reporting to assigned client for web monitoring and data forensics.

+ Perform data forensics services for assigned client and conduct investigations related to data forensics.

+ Provide internal and external consulting with regard to our information security policies, standards and procedures.

30% Responding to client requests, video reviews, and candidate misconduct investigations

+ Respond to ad hoc client security requests in desired timeframes.

+ Conduct investigations related to candidate misconduct incidents.

+ Review testing session videos in relation to candidate misconduct incident and produce reporting related to review.

+ Manages boilerplate library and ensures all security templates reflect Pearson VUE’s current practices and technology.

10% Other duties as assigned

Qualifications

Education and Experience:

+ Bachelor Degree or equivalent experience in related fields

+ 5 years Investigations or data analysis experience

+ Consulting, Big 4 or Public Accounting experience preferred

+ Experience in a Computer-Based Testing industry preferred Skills, Knowledge, and Abilities:

+ Excellent written and verbal communication skills.

+ Ability to work independently.

+ Ability to provide effective training and education to others.

+ Ability to systematically and creatively solve problems.

+ Results-oriented with strong commitment to tasks.

+ Excellent time management and priority setting skills.

+ Attention to detail and quality oriented.

+ Ability to handle stressful situations.

+ Knowledgeable of practices and standards applied in the Computer-Based Testing

**Who we are:**

At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.

Pearson is an Affirmative Action and Equal Opportunity Employer and a member of E-Verify. We want a team that represents a variety of backgrounds, perspectives and skills. The more inclusive we are, the better our work will be. All employment decisions are based on qualifications, merit and business need. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We strive for a workforce that reflects the diversity of our communities.

If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing [email protected].

Note that the information you provide will stay confidential and will be stored securely. It will not be seen by those involved in making decisions as part of the recruitment process.

**Job:** TECHNOLOGY

**Organization:** Assessment & Qualifications

**Schedule:** FULL\_TIME

**Workplace Type:**

**Req ID:** 18065

\#location

**POSITION SUMMARY:** The Financial Analyst supports their department by providing reporting, assistance on project management, and other analysis for both internal and external customers. This role will measure, manage and analyze metrics related to the business and related initiatives and make recommendations where appropriate to increase the effectiveness of processes and policies, based on in-depth analysis and thorough understanding of existing processes. The Financial Analyst must also generate complete, accurate, timely, and transparent financial analysis/reporting as required by management.

**PRINCIPLE RESPONSIBILITIES:**

+ Provides financial analysis and helps support ongoing operational initiatives.

+ Generates standard and ad hoc reports, applying skill, judgment, understanding and explanation of operational information.

+ Demonstrates strong understanding of business metrics and data points in order to perform meaningful analysis.

+ Supports ongoing initiatives and helps develop metrics and tools to facilitate accountability.

+ Presents and interprets various analyses related to the impact of improvement opportunities.

+ Using data, identifies prevalent issues and root causes and makes recommendations to management for resolution, as appropriate.

+ Coordinates and interfaces with management and field divisions regarding process improvements or other related ad hoc analysis.

+ Translates system data into scalable and easily understood solutions for internal/external customers and vendors.

+ Participates and leads team projects as needed Manages special projects requiring financial knowledge to ensure projects achieve overall objectives and meet expectations in terms of cost, scope and schedule.

+ Assists in creating, documenting, optimizing and implementing durable processes to fit with business objectives.

+ Contributes to the design, creation and implementation of best practices and training materials for team and departmental processes.

+ Regularly interacts with the field controllership group and various Corporate departments on a variety of tasks in order to accomplish goals in an effective manner.

+ Performs other job-related duties as assigned or apparent.

**QUALIFICATIONS:**

+ Experience with analyzing data from various source systems.

+ Experience with systems such as Oracle, Tango, Arriba, and LQ

+ Ability to generate macros using Excel and/or SQL in order to streamline repetitive tasks or reporting as requested by management.

+ Ability to effectively and coherently convey financial information to senior leadership in order to assist with decision making.

+ Demonstrates analytical/problem-solving solutions and ability to generate and offer solutions independently.

+ Ability to effectively manage multiple activities or sources of information.

+ Understanding of SOX requirements.

+ Intermediate or expert level knowledge of MS Excel.

**MINIMUM QUALIFICATIONS:**

+ Minimum of 1 year of financial analysis, accounting or business analysis experience.

**Rewarding Compensation and Benefits**

Eligible employees can elect to participate in:

• Comprehensive medical benefits coverage, dental plans and vision coverage.

• Health care and dependent care spending accounts.

• Short- and long-term disability.

• Life insurance and accidental death & dismemberment insurance.

• Employee and Family Assistance Program (EAP).

• Employee discount programs.

• Retirement plan with a generous company match.

• Employee Stock Purchase Plan (ESPP).

_The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company._

EEO STATEMENT:Republic Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law.

**ABOUT THE COMPANY**

Republic Services, Inc. (NYSE: RSG) is a leader in the environmental services industry. We provide customers with the most complete set of products and services, including recycling, waste, special waste, hazardous waste and field services. Our industry-leading commitments to advance circularity and support decarbonization are helping deliver on our vision to partner with customers to create a more sustainable world.

In 2023, Republic’s total company revenue was $14.9 billion, and adjusted EBITDA was $4.4 billion. We serve 13 million customers and operate more than 1,000 locations, including collection and transfer stations, recycling and polymer centers, treatment facilities, and landfills.

Although we operate across North America, the collection, recycling, treatment, or disposal of materials is a local business, and the dynamics and opportunities differ in each market we serve. By combining local operational management with standardized business practices, we drive greater operating efficiencies across the company while maintaining day-to-day operational decisions at the local level, closest to the customer.

Our customers, including small businesses, major corporations and municipalities, want a partner with the expertise and capabilities to effectively manage their multiple recycling and waste streams. They choose Republic Services because we are committed to exceeding their expectations and helping them achieve their sustainability goals. Our 41,000 team members understand that it's not just what we do that matters, but how we do it.

Our company values guide our daily actions:

+ **Safe** : We protect the livelihoods of our colleagues and communities.

+ **Committed to Serve** : We go above and beyond to exceed our customers’ expectations.

+ **Environmentally Responsible:** We take action to improve our environment.

+ **Driven** : We deliver results in the right way.

+ **Human-Centered:** We respect the dignity and unique potential of every person.

We are proud of our high employee engagement score of 86. We have an inclusive and diverse culture where every voice counts. In addition, our team positively impacted 4.6 million people in 2023 through the Republic Services Charitable Foundation and local community grants. These projects are designed to meet the specific needs of the communities we serve, with a focus on building sustainable neighborhoods.

**STRATEGY**

Republic Services’ strategy is designed to generate profitable growth. Through acquisitions and industry advancements, we safely and sustainably manage our customers’ multiple waste streams through a North American footprint of vertically integrated assets.

We focus on three areas of growth to meet the increasing needs of our customers: recycling and waste, environmental solutions and sustainability innovation.

With our integrated approach, strengthening our position in one area advances other areas of our business. For example, as we grow volume in recycling and waste, we collect additional material to bolster our circularity capabilities. And as we expand environmental solutions, we drive additional opportunities to provide these services to our existing recycling and waste customers.

**Recycling and Waste**

We continue to expand our recycling and waste business footprint throughout North America through organic growth and targeted acquisitions. The 13 million customers we serve and our more than 5 million pick-ups per day provide us with a distinct advantage. We aggregate materials at scale, unlocking new opportunities for advanced recycling. In addition, we are cross-selling new products and services to better meet our customers’ specific needs.

**Environmental Solutions**

Our comprehensive environmental solutions capabilities help customers safely manage their most technical waste streams. We are expanding both our capabilities and our geographic footprint. We see strong growth opportunities for our offerings, including PFAS remediation, an increasing customer need.

**SUSTAINABILITY INNOVATION**

Republic’s recent innovations to advance circularity and decarbonization demonstrate our unique ability to leverage sustainability as a platform for growth.

The Republic Services Polymer Center is the nation’s first integrated plastics recycling facility. This innovative site processes rigid plastics from our recycling centers, producing recycled materials that promote true bottle-to-bottle circularity. We also formed Blue Polymers, a joint venture with Ravago, to develop facilities that will further process plastic material from our Polymer Centers to help meet the growing demand for sustainable packaging. We are building a network of Polymer Centers and Blue Polymer facilities across North America.

We continue to advance decarbonization at our landfills. As demand for renewable energy continues to grow, we have 70 landfill gas-to-energy projects in operation and plan to expand our portfolio to 115 projects by 2028.

**RECENT RECOGNITION**

+ Barron’s 100 Most Sustainable Companies

+ CDP Discloser

+ Dow Jones Sustainability Indices

+ Ethisphere’s World’s Most Ethical Companies

+ Fortune World’s Most Admired Companies

+ Great Place to Work

+ Sustainability Yearbook S&P Global

**About this role:**

Wells Fargo is seeking a Senior Information Security Analyst on our Data Loss Prevention (DLP) team. This Senior Information Security Analyst is a key role supporting our mission to prevent inappropriate external sharing and distribution of sensitive company, customer, and employee information.

**In this role, you will:**

+ Design, implement, and tune rules and techniques to prevent risky user behaviors in partnership with security, investigative partners, business groups and other stakeholders

+ Support enterprise transition to next-generation cloud-based DLP solutions

+ Support ongoing rule/technique change management on prem and associated controls execution.

+ Assist with inquiries from risk partners, Internal Audit and regulatory bodies on EDLP controls and procedures

+ Provide information security consultation for all aspects of information security compliance policy, risk management, and remediation

+ Direct information security risk assessment and research, and recommend remediation plans and strategies

+ Influence stakeholders on net new or on material changes to an asset to influence control decisions

+ Provide consulting on security risk assessment and research, and recommend remediation plans and strategies

+ Identify security risks and mitigating actions as related to Data Loss prevention

+ Consult with the organization on complex security issues and findings

+ Manage complex and critical information assets

+ Evaluate and interpret internal and companywide information security policies, processes, standards, and participate with more experienced leaders in decision making on information security

+ Creation of test cases for new policies

+ Serve as information security senior developer to advise on the development and delivery of Information Security Education and Awareness

+ Work with DLP developers on Agile team

+ Coordinate with vendor manager on third party assets to manage information security risks

**Required Qualifications:**

+ 4+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 3+ years of Data Loss Prevention rule-writing experience in any DLP tool.

**Desired Qualifications:**

+ Data Loss Prevention tool/system experience. Symantec DLP, Cloud SOC, ICA Risk Fabric, preferred, but any DLP policy experience with other vendors acceptable

+ RegEx rule writing capability

+ Documentation skills including design diagrams, process flows and content writing

+ Thorough understanding of Splunk and how to correlate incidents from Broadcom DLP to SharePoint Incidents to Splunk

+ Ability to write MS SQL queries and any other programming languages

**Job Expectations:**

+ Ability to work in hybrid environment with an expectation of being on-site in a listed location three times per week.

+ Ability to work weekends and holidays as needed (3-4 times/year)

**Posting End Date:**

7 Feb 2025

**_*Job posting may come down early due to volume of applicants._**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-417469

**Wealth Client Relationship Manager**

The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation.

All licenses must be obtained within 120 days from start date.

**Key Responsibilities and Duties**

+ Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.

+ Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.

+ Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.

+ Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.

+ Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).

+ Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.

+ Identifies sales and asset retention opportunities.

+ Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.

+ Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services.

**Educational Requirements**

+ University (Degree) Preferred

**Work Experience**

+ 2+ Years Required; 3+ Years Preferred

**FINRA Registrations**

+ SRC Indicator: Series 7; Series 63; Series 65; Series 66

**Licenses and Certifications**

+ Life and Health Insurance License (Resident State) - Multiple Issuers required

**Physical Requirements**

+ Physical Requirements: Sedentary Work

**Career Level**

6IC

**Required:**

+ 2+ years financial services experience

+ Series 7, 63, and 65 (or 66) completed

**Preferred:**

+ 3+ years financial services experience

+ Series 7, 63, and 65 (or 66) completed within 120 days of start date

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

**Anticipated Posting End Date:**

2025-01-31

Base Pay Range: $61,740/yr. - $85,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

**Company Overview**

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

**Benefits and Total Rewards**

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

**Equal Opportunity**

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .

**Accessibility Support**

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

**Privacy Notices**

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

**Privacy Notices**

+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

+ For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

+ For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

**Nondiscrimination & Equal Opportunity Employment**

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)