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Business, Entrepreneurialism, and Management

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

A Day In The Life

Business, Entrepreneurialism, and Management Field of Interest

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Salary Breakdown

Investment Fund Managers

Average

$134,110

ANNUAL

$64.47

HOURLY

Entry Level

$61,370

ANNUAL

$29.50

HOURLY

Mid Level

$125,990

ANNUAL

$60.57

HOURLY


Current Available & Projected Jobs

Investment Fund Managers

116

Current Available Jobs

17,410

Projected job openings through 2030


Top Expected Tasks

Investment Fund Managers


Knowledge, Skills & Abilities

Investment Fund Managers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Administration and Management

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Reading Comprehension

SKILL

Judgment and Decision Making

SKILL

Speaking

ABILITY

Deductive Reasoning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Investment Fund Managers

  • Real Estate Analyst II
    Lumen    Phoenix, AZ 85067
     Posted about 17 hours    

    **About Lumen**

    Lumen connects the world. We are igniting business growth by connecting people, data and applications – quickly, securely, and effortlessly. Together, we are building a culture and company from the people up – committed to teamwork, trust and transparency. People power progress.

    Lumen’s commitment to workplace inclusion and employee support shines bright. We’ve made the Newsweek 2024 Greatest Workplaces for Diversity list and achieved a perfect score of 100 on the Human Rights Campaign Corporate Equality Index (CEI) for the fifth consecutive year. Plus, we’re the top employer in the communications and telecom industry, ranking 12th overall across all industries in The American Opportunity Index.

    We’re looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.

    **The Role**

    This Systems Analyst position is responsible for providing systems/applications support as well as IT-related project management to the Real Estate & Fleet organization.

    The Lumen Real Estate and Fleet organization provides Facilities Management, Project Management, Strategic Planning, Transactions Management and Fleet Management for approximately 17,000 sites and 7,500 vehicles in North America. The team uses multiple applications in doing so, including several third-party programs and a proprietary CMMS.

    **Work Location**

    This is a fully remote position open to candidates based anywhere in the U.S.

    **The Main Responsibilities**

    Real Estate Analyst II position provides support on data reporting and analysis from various systems related to the day-to-day business of Real Estate. Position also assists with continuous improvement of process and procedures. Position will work on one or more of the following functional areas for Real Estate:

    o Data analysis of facility management spend by category, suppliers, facilities, and major principal uses

    o Strategic Long-Range Plan data entry and tracking

    o Prepare and distribute monthly reports to a variety of audiences

    o Web site document control and corporate record retention support

    o Detailed data analysis and clean up using various systems

    o Create ad hoc PowerPoint presentations and Excel spreadsheets as needed

    Responsibilities

    • Administer business processes, services and controls in support of business and financial initiatives.

    • Uses judgment and policies to reach solutions.

    • Understands company practices and interfaces with various management levels.

    • Consult with peers and field personnel, on processes and procedures as necessary.

    • Work with a variety of software systems.

    • Participate on cross-functional teams.

    • Provide training of Real Estate processes and procedures.

    • Work on special projects as necessary.

    **What We Look For in a Candidate**

    Basic Qualifications, Skills and Education

    • Two or more years of experience demonstrating strong analytical skills.

    • Expert level knowledge of MS Excel, including the use of advanced data evaluation formulas, pivot tables, filters, and V-Lookups.

    • Experience with Microsoft BI

    • Database administration (SQL, Oracle, Access)

    • Website development and maintenance (HTML, SharePoint)

    • Proficient with MS Outlook, Word, and PowerPoint

    • Strong oral and written communication skills.

    • Ability to multi-task, set priorities, maintains a high level of attention to data/result integrity, be detail oriented, and meets deadlines.

    • Ability to interface effectively at multiple levels within the organization, from administrative to executive.

    • Ability to work independently, as well as part of a team

    • Self-motivated, reacts with velocity, and can quickly pivot based on changing needs

    Preferred Qualifications, Skills and Education

    • Bachelor's degree in business, finance, or other business field is preferred.

    • Minimum of two years related experience, preferably in real estate.

    • Strong organizational and analytical skills.

    • Previous experience working on teams to achieve goals

    • Website development and maintenance (HTML, SharePoint) is preferred, but not required

    **Legal Statements**

    In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

    **Compensation**

    The starting salary for this role differs based on the employee's primary work location. Employees typically do not start at the top of the range, though compensation depends on each individual's qualifications.

    **Location Based Pay Ranges**

    **$51,410 - $68,540** in these states: AR, ID, KY, LA, ME, MS, NE, SC, and SD.

    **$54,110 - $72,140** in these states: AZ, AL, FL, GA, IN, IA, KS, MO, MT, NM, ND, OH, OK, PA, TN, UT, VT, WV, WI, and WY.

    **$56,820 - $75,750** in these states: CO, HI, MI, MN, NV, NH, NC, OR, and RI.

    **$59,520 - $79,360** in these states: AK, CA, CT, DE, DC, IL, MD, MA, NJ, NY, TX, VA, and WA.

    As with the pay range variety that's based on the region of a country, specific offers are determined by various factors such as experience, education, skills, certifications and other business needs.

    Requisition #: 335497

    **Background Screening**

    If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (https://jobs.lumen.com/global/en/faq) . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.

    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

    **Equal Employment Opportunities**

    We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.

    **Disclaimer**

    The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.

    **Salary Range**

    **Salary Min :**

    51410

    **Salary Max :**

    79360

    This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.

    This position is eligible for either short-term incentives or sales compensation. Director and VP positions also are eligible for long-term incentive. To learn more about our bonus structure, you can view additional information here. (https://jobs.lumen.com/global/en/compensation-information) We're able to answer any additional questions you may have as you move through the selection process.

    As part of our comprehensive benefits package, Lumen offers a broad range of Health, Life, Voluntary Lifestyle and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. You can learn more by clicking here. (https://centurylinkbenefits.com)

    Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.

    Note: For union-represented postings, wage rates and ranges are governed by applicable collective bargaining agreement provisions.

    **Application Deadline**

    10/25/2024


    Employment Type

    Full Time

  • J.P. Morgan Wealth Management - Private Client Advisor - Mesa, AZ (Gilbert and Mckellips)
    JPMorgan Chase    Mesa, AZ 85213
     Posted 1 day    

    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.

    JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

    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 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.

    JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans


    Employment Type

    Full Time

  • Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Lake Pleasant Towne Center
    Bank of America    Peoria, AZ 85381
     Posted 3 days    

    Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Lake Pleasant Towne Center

    Peoria, Arizona

    **Job Description:**

    This job will be open and accepting applications for a minimum of seven days from the date it was posted.

    At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

    If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. **The Academy** offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

    As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

    Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

    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 your immediate termination.

    **We’ll help you**

    • **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

    • **Get training and one-on-one coaching** from Academy managers who are invested in your success.

    • **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

    • **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 30 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.

    • **Build your network.** Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

    • **Provide end-to-end comprehensive advice,** deliver clientreviews/presentationswith confidence and recommend strategies to help clients achieve their financial goals and life priorities.

    • **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

    **As a Financial Solutions Advisor Stage I, you can look forward to**

    • Unlimited potential for financial growth.

    • A strong referral base from across the business through our relationship with one in every two households.

    • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

    • Robust marketing support to reach wider audiences with greater appeal.

    • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

    • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

    **We’re a culture that**

    • Believes in responsible growth and has a proven dedication to supporting the communities we serve.

    • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

    • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    **Required Qualifications:**

    • Sets and accomplishes goals, achieving whatever you put your mind to.

    • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

    • Communicates clearly and confidently with clients from all walks of life.

    • Works well with others and collaborates productively to get things done.

    • Can manage complexity, prioritize tasks and execute in a fast-paced environment.

    • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

    • Efficiently manages your time and capacity.

    • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

    **Desired Qualifications:**

    • Strong computer skills with an ability to multitask in a demanding environment.

    • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    • Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.


    Employment Type

    Full Time

  • Security Analyst
    Zoom    Phoenix, AZ 85067
     Posted 4 days    

    Immigration sponsorship is not available for this position

    What you can expect

    We are seeking a Security Analyst to lead cybersecurity events/incidents at Zoom. This shift role requires working from Wednesday - Saturday, 11:30am - 9:30pm MDT.

    About the Team

    The Detection and Response (D&R) team at Zoom is responsible for safeguarding the company's systems and information to protect customers, partners, and employees. This involves assessing business risk and countering potential threats through proactive and reactive measures. D&R encompasses Cyber Threat Intelligence, Security Logging, Detection Engineering, the Security Operations Center, and Incident Response.

    Responsibilities

    + Manage and prioritize cybersecurity events and incidents across Zoom’s environment.

    + Assist in the development and implementation of new processes and procedures as identified by Detection & Response and SOC leadership to improve monitoring, detection, and mitigation of security threats.

    + Monitor the SIEM for security events and alerts related to potential or active threats, leveraging incident response and SOC experience.

    + Field reported security events from internal and external teams, escalating incidents according to Zoom’s incident response plan.

    + Assist with threat containment and participate in remediation activities during or post-incident.

    + Utilize cybersecurity incident response/management experience and communication skills to contribute to security event and incident investigation reports.

    + Maintain awareness of the global threat landscape by partnering with Zoom’s Threat Intelligence team.

    What we’re looking for

    + Have a minimum of 2 years of direct experience working in a Security Operations Center and/or Incident Response role

    + Experience with security monitoring in a Security Operations Center or Cyber Fusion Center environment

    + Have hands on SIEM experience including writing complex queries in SPL, KQL, Lucene, etc.

    + Have previous experience with playbook development and documentation

    + Experience with threat hunting

    + Possess the ability to employ critical and analytical thinking, as well as attention to detail

    + Display excellent written and oral communication skills

    Salary Range or On Target Earnings:

    Minimum:

    $83,700.00

    Maximum:

    $178,000.00

    In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.

    Note: Starting pay will be based on a number of factors and commensurate with qualifications & experience.

    We also have a location based compensation structure; there may be a different range for candidates in this and other locations

    At Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!

    Anticipated Position Close Date:

    10/25/24

    Ways of WorkingOur structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.

    BenefitsAs part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click Learn (https://careers.zoom.us/benefits) for more information.

    About UsZoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars.We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Here, you’ll work across teams to deliver impactful projects that are changing the way people communicate and enjoy opportunities to advance your career in a diverse, inclusive environment.

    Our Commitment​We believe that the unique contributions of all Zoomies is the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experience we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Zoom is proud to be an equal opportunity workplace and is an affirmative action employer. All your information will be kept confidential according to EEO guidelines.

    We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.If you need assistance navigating the interview process due to a medical disability, please submit an Accommodations Request Form (https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&d=1127274756253361) and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.

    #LI-Remote


    Employment Type

    Full Time

  • Financial Reporting and Controller Risk Oversight Leader - Operational Risk Executive
    Wells Fargo    CHANDLER, AZ 85286
     Posted 4 days    

    **About this role:**

    Wells Fargo is seeking an Operational Risk Executive

    **In this role, you will:**

    Corporate Operational Risk Management is responsible for independently overseeing the management of operational risk exposures (including monitoring and reporting on aggregate operational risk exposures across groups, legal entities, geographies, and jurisdictions) and the quality of operational risk management practices across the company.

    The Financial Reporting and Controller Risk Oversight Leader (FRCRO) role is responsible for helping to guide the overall operational risk organization and driving implementation of the operational risk framework across the front lines. The role is responsible for independent oversight of Finance/Controller operational risk management capabilities and execution as well as enterprise-wide Financial Reporting Risk (FRR). This role is expected to engage with front line leaders and other stakeholders to influence risk management activities and decisions. The position includes primary responsibility for driving critical operational risk programs including risk and control self-assessments (RCSA), operational risk events, scenario analysis, operational risk capital and stress testing and other critical activities. The role is accountable for independent oversight of Finance/Controller exposures related to financial reporting risk, data risk, technology risk, business continuity, payments, information security risk, safety and physical security, transaction processing and execution, and third-party risk management. The risk professional in this role will be accountable for developing an understanding of the Finance functions, products, services and relevant industry issues. Additionally, the FRCRO Leader will be accountable for enterprise-wide oversight of FRR, including risk identification, risk analysis, and maintaining an enterprise-wide profile for this Level 2 risk type. FRR Oversight duties include appropriate integration with BG/EF ORBO teams to provide FRR subject-matter expertise.

    Specific responsibilities include:

    + Oversee and challenge the Finance function across all aspects of the risk management life cycle (plan, identify and assess, control, monitor and report, test and validate).

    + Perform independent risk assessment of the Finance function, with emphasis on the Controller function, including all Operational Risk Business Oversight (ORBO) requirements.

    + Perform independent risk oversight (including risk identification, risk analysis and risk profiling) of enterprise-wide FRR including all Risk Type Team (RTT) requirements.

    + Review and challenge Finance risk acceptances and new business initiatives.

    + Use subject matter expertise and industry knowledge to provide independent oversight and credible challenge to Finance's operational risk management activities.

    + Engage with Finance leadership, Control Executive teams, Business Management and Independent Risk teams to promote a strong operational risk culture.

    + Actively engage in key Finance risk governance routines including strategic planning sessions, governance committees and business reviews.

    + Identify and escalate conflicts related to risk management results and expected business outcomes.

    + Influence appropriate risk management prioritization by the front line to enable Finance to meet strategic objectives, while meeting operational risk program expectations.

    + Evaluate cross-program and cross-group analytics to identify opportunities and best practices to influence stronger risk management.

    + Active engagement with IRM risk teams supporting various risk types to ensure appropriate alignment and prioritization.

    + Develop and deliver oversight content summarizing the results of independent risk assessment activities.

    + Provide a business-centric view to IRM risk programs as needed.

    + Engage with front lines, as appropriate, to effect changes to the operational risk program.

    + Communicate with both internal and external stakeholders, including all three lines of defense and various regulatory agencies.

    **Required Qualifications:**

    + 8+ years of Operational Risk experience or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

    + 4+ years of Management experience

    **Desired Qualifications:**

    + 10+ years of experience in compliance, operational risk management (includes audit, legal, credit risk, market risk, or the management of a process or business with accountability for compliance or operational risk), or a combination of both; or 10+ years of IT systems security, business process management or financial services industry experience, of which 6+ years must include direct experience in compliance, operational risk management, or a combination of both.

    + 7+ years of leadership experience.

    + 5+ years of Finance experience and a working knowledge of the Finance function (Controller, Financial/Regulatory Reporting, Treasury, Investment Portfolio, Business Finance, Corporate Finance) business operations, processes, and products.

    + 5+ years of experience with regulatory reporting and assessment of internal controls.

    + Experience with capital markets products including fixed income, equities and derivatives.

    + Experience and ability to successfully develop and lead a diverse team.

    + Experience building and maintaining operational risk programs at scale with an understanding of regulatory and industry requirements and best practices.

    + Strong executive presence, communication and influencing skills with an ability to interact effectively with a broad range of stakeholders at multiple levels of seniority.

    + Proven independent risk management experience including effectively developing and implementing risk management frameworks and policies, oversight and challenge of front line risk, and operational risk reporting.

    + Proven ability to lead teams supporting complex businesses in a matrixed environment.

    + Proven implementation of effective governance processes and strong understanding of the regulatory environment and expectations, including effective management of relationships with regulators.

    + Organizational courage - willingness to make tough, informed decisions and thoughtfully share independent perspectives weighing business advancement against associated risk.

    + Proven experience quantifying and assessing risks, developing alternative solutions and translating information into a concise, meaningful summary for multiple audiences.

    + Ability to constructively lead change in an organization commensurate with Wells Fargo's size, scale and complexity and ability to drive large scale change across multiple areas of a corporation.

    + Self-motivated and able to adapt to dynamic work environment with multiple priorities and strict timelines.

    + Strong analytical skills with attention to detail and accuracy.

    + Meaningful knowledge across enterprise risk management framework, including: risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance.

    + Demonstrated leadership ability that embodies the Wells Fargo vision, values and leadership competencies.

    **Job Expectations:**

    + Ability to travel up to 10% of the time

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $207,900.00 - $431,900.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    23 Oct 2024

    *** 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.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our 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.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-407795-2

    **Updated:** Sat Oct 19 02:07:37 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time

  • Advisor Recruiting Manager, Wealth Management
    U.S. Bank    Tempe, AZ 85282
     Posted 4 days    

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    **Job Description**

    The Wealth Management Advisor Recruiting Manager will lead recruiting for our Affluent FINRA Licensed Advisors within U.S. Bancorp Investments including developing, implementing, and driving talent acquisition strategies aligned with current and future hiring needs.

    Interacts and effectively manages relationships with senior leadership to create strategy and vision in complete alignment with business needs and priorities. Leads team to build and manage robust talent pipelines, effectively converting passive leads to hires. In partnership with recruiting leadership, continues to enhance cross-functional recruiting capabilities, including metrics, analytics, redeployment and reskill initiatives, assessments, policies, training, etc. Cultivates networks and establishes proactive partnerships with stakeholders to manage current and future demands, consult on talent strategies, and support business change and growth. Creates and delivers external market insights, as well as qualitative and quantitative data to assigned business unit(s) to recognize trends and assess recruiting strategy effectiveness. Leads and manages a sophisticated team of talent acquisition professionals. Focuses on developing consulting capabilities, positioning the broader recruiting organization as a strategic partner for business leaders and across the Human Resources function. Partners closely with executives across the organization to assess organizational needs and develop thoughtful and innovative direct sourcing, pipelining, referral, networking, and agency strategies. Evaluates and refines internal and external candidate sourcing channels and selection processes to improve results, enhance candidate and hiring manager experience, further digital capabilities, and focus on delivering against the diversity, equity, and inclusion (DE&I) charter and priorities. Assesses and manages risk while considering the objectives and goals of the business.

    Basic Qualifications

    - Bachelor’s degree in business, human resources, or related field, or equivalent work experience

    - Eight or more years of recruiting, HR, business, or managerial experience

    - A minimum of 3-5 years of recruiting leadership experience.

    Preferred Skills/Experience

    - Proven history of leading and/or influencing teams through transformational change

    - Ability to analyze qualitative and quantitative data, recognize trends and recommend action

    - Ability to recognize needs, solve problems, anticipate issues, and develop employee centric solutions using strong analytical, business, and financial acumen.

    - Experience in providing work direction, coaching, and guidance to direct reports, other HR professionals and administrative staff

    - Strong leadership and strategy skills

    - Effective communicator; ability to convey messages in a clear and concise manner, and drive change and influence through effective communications’ execution

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

    **Benefits:**

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

    + Paid vacation (from two to five weeks depending on salary grade and tenure)

    + Up to 11 paid holiday opportunities

    + Adoption assistance

    + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    **EEO is the Law**

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

    **E-Verify**

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $116,280.00 - $136,800.00 - $150,480.00

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

    Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


    Employment Type

    Full Time

  • Senior Industrial Security Analyst, Special Programs - Tucson, AZ
    RTX Corporation    Tucson, AZ 85702
     Posted 4 days    

    Date Posted:

    2024-10-16

    Country:

    United States of America

    Location:

    AZ842: RMS AP Bldg 842 1151 East Hermans Road Building 842, Tucson, AZ, 85756 USA

    Position Role Type:

    Onsite

    At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

    Special Programs Security Professionals work with customers and the government on security requirements for proprietary programs as well as providing guidance and support to employees working on such activities, helping them stay abreast of changes and updates in requirements. As the Senior Industrial Security Analyst, you will perform a wide variety of tasks as part of the Special Programs Security team.

    What You Will Do

    + Administering the security procedures (NISPOM, DoDM 5205.07 series, Intelligence Community Directive (ICD) 705, and JSIG), as they relate to operating in a classified environment for: personnel processing, media control, marking and control of documents / materials, security education, visitor control, destruction of classified materials.

    + Implement local Standard Operating Procedures (SOP), Operations Security (OPSEC) Plans, and proprietary test plans utilizing risk management guidelines.

    + Oversee specialized procedures for the transmission of classified and/or proprietary material/information.

    + Conduct and/or participate in internal reviews and/or Government inspections.

    + Investigate security infractions/violations and prepare reports specifying the potential for loss or compromise and the associated risk to the program(s).

    + This position requires travel on company business and program support after normal business hours.

    Qualifications You Must Have

    + Typically requires bachelor’s degree and a minimum of 2 years of prior relevant experience in industrial security or an advanced degree in related field.

    + Active and transferable U.S. government issued Secret security clearance is required prior to start date. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance

    Qualifications We Prefer

    + Previous experience as a security professional supporting SAP and/or SCI programs.

    + Degree major in Business Management, Security and/or Risk Management, Government Policy, Information Management, Criminal Justice, or other related field of study.

    + Related training with Defense Counterintelligence and Security Agency (DCSA), Center for Development of Security Excellence (CDSE) including.

    What We Offer

    + Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

    + This position is not eligible for relocation

    Learn More & Apply Now!

    + RTX solves some of the toughest challenges in aerospace and defense. That requires expansive thinking and bold innovation – and that, in turn, requires a culture that is diverse, equitable and inclusive.

    + We embrace individuality and diversity of thought to fuel opportunity for our employees, our customers, and our communities. We work toward progress, knowing that a more inclusive world is critical to our mission. Not just in this moment, but always.

    + Please consider the following role type definition as you apply for this role. Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

    + This position requires a security clearance. DCSA Consolidated Adjudication Services (DCSA CAS), an agency of the Department of Defense, handles and adjudicates the security clearance process. More information about Security Clearances can be found on the US Department of State government website here: https://www.state.gov/m/ds/clearances/c10978.htm

    The salary range for this role is 64,000 USD - 128,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

    Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

    Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

    This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

    RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

    RTX is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

    Privacy Policy and Terms:

    Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

    Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.


    Employment Type

    Full Time

  • J.P. Morgan Wealth management- Talent Development Licensing Analyst
    JPMorgan Chase    Tempe, AZ 85282
     Posted 4 days    

    The Wealth Management Operations service center is responsible for meeting the day-to-day service needs for the Chase Wealth Management Advisor and Client Service Centers as well as the Private Bank and J.P. Morgan Securities no-advice desks.

    As a member of the JP Morgan Wealth Management Service & Administration Training & Talent Development team, the Licensing & Registration Analyst professional is responsible for providing support for licensing candidates and assisting in registering candidates to the firm. The primary responsibilities will include progress tracking and working directly with candidates to facilitate their learning.

    **Job responsibilities**

    + Coordinating with Licensing and Registration Onboarding Associates to verify licensing status of incoming candidates

    + Assisting in the Registration process with progress reports and following up with candidates

    + Compiling Licensing Progress data to report to leadership and business partners

    + Holding review sessions and facilitating workshops for licensing candidates

    + Communicating with external Licensing Vendors

    + Working closely with other functions of the Talent Development Team to determine when a candidate will be fully licensed for their upcoming training

    + Program roster management, scheduling, and support

    + Perform other job-related duties as assigned

    + Some travel may be required

    **Required qualifications, capabilities, and skills**

    + SIE, Series 7, and Series 63 licenses required

    + 1 year minimum brokerage industry experience

    + Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)

    + Strong verbal and written communication skills

    + Experience with coaching and development

    + Experience with data tracking and analysis

    + Strength in collaborating with key contributors

    + Able to measure and evaluate candidate understanding, abilities and skills

    **Preferred qualifications, capabilities, and skills**

    + Additional experience with advanced licenses or professional designations

    + Experience in Microsoft SharePoint

    + Database experience such as Microsoft Access

    + Prior Project Management Experience

    + Strong Excel skills preferred

    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 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


    Employment Type

    Full Time

  • Wealth Management Client Care- Client Service Representative
    Bank of America    Chandler, AZ 85286
     Posted 4 days    

    Wealth Management Client Care- Client Service Representative

    Chandler, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

    **Responsibilities:**

    + Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information

    + Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service

    + Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

    + Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients

    + Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access

    **Required Qualifications:**

    + Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

    + Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives

    + Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions

    + Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule

    + Ability to handle confidential matters and sensitive information in a responsible manner

    + Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays

    + Applies strong critical thinking and problem-solving skills to meet clients’ needs

    + Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

    + Ability to work under pressure

    + Can learn and understand technology to assist clients with the latest in Digital and Digital banking​

    + Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections

    + Comfortable receiving ongoing performance feedback and coaching

    + Ability to learn and adapt to new information and technology platforms

    + Minimum of an intermediate level of proficiency with computers and current technology

    + Must be flexible to work various shifts; Monday – Sunday , 7:00 am – 11:00 pm EST; 40 hours per week

    **1st and 2nd shifts **

    **Desired Qualifications:**

    + Experience working in a client focused environment, call center or a financial/banking center

    + Customer service experience

    + Understands Retirement plans and products

    + Knowledge of financial terms and concepts

    + Bilingual Spanish

    **Skills:**

    + Account Management

    + Customer and Client Focus

    + Issue Management

    + Oral Communications

    + Active Listening

    + Adaptability

    + Problem Solving

    + Risk Management

    + Attention to Detail

    + Business Acumen

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.


    Employment Type

    Full Time

  • Senior Financial Analyst (remote)
    BD (Becton, Dickinson and Company)    Tempe, AZ 85282
     Posted 5 days    

    **Job Description Summary**

    **Job Description**

    We are **the makers of possible**

    BD is one of the largest global medical technology companies in the world. Advancing the world of health™ is our Purpose, and it’s no small feat. It takes the imagination and passion of all of us—from design and engineering to the manufacturing and marketing of our billions of MedTech products per year—to look at the impossible and find transformative solutions that turn dreams into possibilities.

    We believe that the human element, across our global teams, is what allows us to continually evolve. Join us and discover an environment in which you’ll be supported to learn, grow and become your best self. Become a **maker of possible** with us.

    **Position Summary:**

    As a Senior Financial Analyst for the Peripheral Intervention (PI) business unit, you will support activities related to inventory and other cost of goods sold (OCOS). Responsibilities will include reporting actuals, forecasts, & budgets, ensuring proper controls around inventory and accuracy of inventory and OCOS reporting.

    **Responsibilities:**

    + Manage day-to-day financial activities related to PI Inventory Reporting including month end close, forecasting, budgeting, financial analysis, and journal entries

    + Develop inventory reporting for the PI BU, including E&O analysis

    + Work with Supply Chain to explain variances in inventory levels and be able to describe change from one month to the next

    + Be an active member of standard costing team as needed and lead activities where required

    + Assist with global OCOS consolidation for the PI BU; work with BU finance team to ensure alignment on budgets and projections and to explain variances

    + Improve and automate operating procedures/systems to improve financial and management reporting as required

    + Partner cross functionally with the business and supply chain to lead consignment inventory financial planning and reporting

    + Assist with financial modeling for various investment proposals

    + Ensure compliance with corporate financial policies, GAAP, and Sarbanes-Oxley requirements

    + Special projects as assigned

    **Qualifications:**

    + Minimum bachelor’s degree required with a focus in Accounting or Finance preferred. MBA, CMA, CPA preferred.

    + Minimum 2 years of progressive finance and/or accounting experience, developing budgets, forecasts, and variance analytics, and month end close activities required. Manufacturing or public accounting industry experience strongly preferred.

    + Prior experience in inventory financial planning and reporting strongly preferred

    + Knowledge of database applications such as SAP, BPC, and Power BI preferred

    + Phenomenal organizational, analytical and communication skills

    + Highly proficient working with Microsoft Excel and reasonably proficient with Microsoft tools such Word and PowerPoint

    + Ability to work in a fast-paced, matrixed, exciting environment with strong attention to detail

    + Previous experience working in a highly visible role that will interact with individuals at all levels, internal and external, and at remote locations.

    + Comfort tactfully challenging financial assumptions with all levels of leadership

    + Willing to dig into the details, learn quickly, and take ownership of responsibilities

    + Ability to lead projects, automate the consolidation of data, and eliminate waste in processes

    + Ability to work under pressure with tight deadlines and handle multiple/detail-oriented tasks

    For certain roles at BD, employment is contingent upon the Company’s receipt of sufficient proof that you are fully vaccinated against COVID-19. In some locations, testing for COVID-19 may be available and/or required. Consistent with BD’s Workplace Accommodations Policy, requests for accommodation will be considered pursuant to applicable law.

    **Why Join Us?**

    A career at BD means being part of a team that values your opinions and contributions and that encourages you to bring your authentic self to work. It’s also a place where we help each other be great, we do what’s right, we hold each other accountable, and learn and improve every day.

    To find purpose in the possibilities, we need people who can see the bigger picture, who understand the human story that underpins everything we do. We welcome people with the imagination and drive to help us reinvent the future of health. At BD, you’ll discover a culture in which you can learn, grow, and thrive. And find satisfaction in doing your part to make the world a better place.

    To learn more about BD visit https://bd.com/careers

    Becton, Dickinson and Company is an Equal Opportunity/Affirmative Action Employer. We do not unlawfully discriminate on the basis of race, color, religion, age, sex, creed, national origin, ancestry, citizenship status, marital or domestic or civil union status, familial status, affectional or sexual orientation, gender identity or expression, genetics, disability, military eligibility or veteran status, or any other protected status.

    **Primary Work Location**

    USA AZ - Tempe Headquarters

    **Additional Locations**

    **Work Shift**

    At BD, we are strongly committed to investing in our associates—their well-being and development, and in providing rewards and recognition opportunities that promote a performance-based culture. We demonstrate this commitment by offering a valuable, competitive package of compensation and benefits programs which you can learn more about on our Careers Site under Our Commitment to You (https://jobs.bd.com/benefits) .

    Salary or hourly rate ranges have been implemented to reward associates fairly and competitively, as well as to support recognition of associates’ progress, ranging from entry level to experts in their field, and talent mobility. There are many factors, such as location, that contribute to the range displayed. The salary or hourly rate offered to a successful candidate is based on experience, education, skills, and any step rate pay system of the actual work location, as applicable to the role or position. Salary or hourly pay ranges may vary for Field-based and Remote roles.

    **Salary Range Information**

    $97,700.00 - $161,100.00 USD Annual

    Becton, Dickinson and Company is an Equal Opportunity/Affirmative Action Employer. We do not unlawfully discriminate on the basis of race, color, religion, age, sex, creed, national origin, ancestry, citizenship status, marital or domestic or civil union status, familial status, affectional or sexual orientation, gender identity or expression, genetics, disability, military eligibility or veteran status, or any other protected status.


    Employment Type

    Full Time


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