Investment Fund Managers

**Job Description:**

Job Summary:

The role of the Family Health Advocate-Research Analyst is an exciting and integral role in providing meaningful advocacy support to members and their families through personalized resource and referral facilitation, issue resolution and healthcare navigation. In this role you will provide research to support and resolve cases originating from our Family Health Advocates that require additional follow up. Case follow-ups include but are not limited to the coordination of benefits, health claim appeals, re-submissions and/or re-coding, EOB reviews and researching provider availability and scheduling appointments.

Essential Job Functions:

+ **Support follow up needs from Family Health Advocate calls** **for the following:**

+ Research and resolution to eligibility, claims issues, ID card issues, grievances/appeals, utilization management (UM) statusincluding but not limited to medical, dental, and vision plans

+ Provider search (PCP, specialty, and facility), focused on healthcare cost and quality, and present premier provider options, including but not limited to medical, dental, and vision plans

+ Support for spending accounts, pharmacy, and disability.

+ Aid with ordering durable medical equipment (DME)

+ Community resource search

+ **Coordinate issue resolution with providers,** **payers** **or 3rd parties for:**

+ Claims adjustments

+ Grievances and appeals submissions

+ Utilization management intake or status

+ Complex pharmacy inquiries

+ Complex spending account inquiries

+ Appointment availability

+ **Primary duties include but are not limited to:**

+ Research and documentation of issue resolutions.

+ Timely management of assigned queue tasks requiring research and resolution

+ Work closely with assigned Family Health Advocates to ensure timely resolution and follow up of tasks

Specific Skills/ Attributes:

+ Excellent multi-channel communication and problem-solving skills

+ Ability to communicate effectively in both voice and chat channels, including critical thinking skills, effective typing, grammar, and spelling skills.

+ Proficient in general office tool use and navigation (i.e.,Microsoft)

Qualifications:

+ High school / GED diploma

+ 2-yr associates degree in healthcare/health sciences OR equivalent experience in healthcare, preferably with research and resolving benefits and claims, OR held one or more of the following positions:

+ Health Guide/Advocate/Navigator

+ Claims Specialist/Processor

+ Medical Assistant

+ Medical Secretary/Clinic Manager

+ Medical Coder

+ Customer service experience within a healthcare contact center, provider office, or healthcare institution

+ Experience in successful resolution of high level/sensitive customer service issues.

Sharecare and its subsidiaries are Equal Opportunity Employers and E-Verify users. Qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, sexual orientation, gender identity, religion, age, equal pay, disability, genetic information, protected veteran status, or other status protected under applicable law.

Sharecare is an Equal Opportunity Employer and doesn't discriminate on the basis of race, color, sex, national origin, sexual orientation, gender identity, religion, age, disability, genetic information, protected veteran status,or other non-merit factor.

**Become a part of our caring community and help us put health first**

The Senior Financial Analytics Professional will support the Clinical Trend and Pipeline team in the consumption and analysis of data from internal and external sources and development of solutions to address trends. The Senior Financial Analytics Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors. This role will be responsible for interpreting data insights from BI tools, identifying trends and outliers, and communicating these findings to pharmacists for clinical analysis. Additionally, the role will review and digest market data to identify key insights that may impact drug utilization trend and the modeling of pipeline drugs. They will collaborate with clinical and financial stakeholders to develop actionable strategies that improve cost management and health outcomes. This person exercises independent judgment requiring analysis of variable factors and determines the best course of action. They will demonstrate curiosity and a proactive approach to understanding the economic impact of pharmacy trends.

The Senior Financial Analytics Professional collates, models, interprets and analyzes data in order to identify, explain, influence variances and trends. Explains variances and trends and enhances modeling techniques. They will serve as a conduit between BI development teams, the Clinical Trend and Pipeline Team, and operational teams to evaluate, improve, and implement new and existing strategies. They will interpret data insights from BI tools and translate these into actionable information and strategy change recommendations in tandem with pharmacists within the team. The role involves analyzing complex pharmacy spend issues to identify trends, key drivers of variance, and outliers in pharmacy and medical data, as well as digesting investor discussions and reports from pharmaceutical companies to provide market-level insights that could impact drug utilization trends. They will use these insights to support forecasting utilization management effectiveness and develop innovative cost-savings strategies.

**Use your skills to make an impact**

**Required Qualifications**

+ Bachelor's Degree

+ 5 years technical experience

+ Proven experience in compiling, modeling, interpreting and analyzing data in order to identify, explain, influence variances and trends

+ Must be able to explain variances and trends and enhance modeling techniques

+ Experience with BI tools and the ability to translate complex data into accessible information for non-technical stakeholders.

+ Experience in reviewing and analyzing public information, including pharmaceutical investor discussions and company SEC filings, to identify key trends.

+ Experience working with moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors

+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences

**Preferred Qualifications**

+ Master's Degree in business administration or a related field

+ Financial or business background

+ Project Management Certification

**Additional Information:**

As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule.

**Work at home requirement:**

To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:

At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested.

Satellite, cellular and microwave connection can be used only if approved by leadership.

Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.

Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.

Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.

**SSN Alert:**

Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from Humana@myworkday.com with instructions on how to add the information into your official application on Humana’s secure website.

**Scheduled Weekly Hours**

40

**Pay Range**

The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.

$89,000 - $121,400 per year

This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.

**Description of Benefits**

Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.

Application Deadline: 04-03-2025

**About us**

About CenterWell Pharmacy: CenterWell Pharmacy provides convenient, safe, reliable pharmacy services and is committed to excellence and quality. Through our home delivery and over-the-counter fulfillment services, specialty, and retail pharmacy locations, we provide customers simple, integrated solutions every time. We care for patients with chronic and complex illnesses, as well as offer personalized clinical and educational services to improve health outcomes and drive superior medication adherence.

About CenterWell, a Humana company: CenterWell creates experiences that put patients at the center. As the nation’s largest provider of senior-focused primary care, one of the largest providers of home health services, and fourth largest pharmacy benefit manager, CenterWell is focused on whole-person health by addressing the physical, emotional and social wellness of our patients. As part of Humana Inc. (NYSE: HUM), CenterWell offers stability, industry-leading benefits, and opportunities to grow yourself and your career. We proudly employ more than 30,000 clinicians who are committed to putting health first – for our teammates, patients, communities and company. By providing flexible scheduling options, clinical certifications, leadership development programs and career coaching, we allow employees to invest in their personal and professional well-being, all from day one.

**Equal Opportunity Employer**

It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or veteran status. It is also the policy of Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

Centerwell, a wholly owned subsidiary of Humana, complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our full accessibility rights information and language options https://www.partnersinprimarycare.com/accessibility-resources

Oracle Cloud Financials Analyst (3810)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

Creoal has recently become a proud subsidiary of SMX, marking an exciting collaboration that enhances our collective capabilities to deliver cutting-edge digital transformation solutions.SMX has a growing Oracle Cloud Practice, focusing on Commercial and Public Sector customers.

An Oracle Functional Consultant works with business clients to identify their needs and develop a technical solution using Oracle Cloud Financials Applications. As an Oracle Financials Functional Consultant, your duties involve meeting with clients to determine the requirements, present solutions and implement new systems to achieve high efficiency and productivity. You may also train employees on how to use the new systems and prepare process documentation for other consultants or business managers to follow. Expected travel 50%.

Preferred locations are in the **Philadelphia area** , but remote work may be considered.

**Candidates will be asked to log into an Oracle Demo System and demonstrate hands-on capabilities based on a use-case provided during the interview.**

Essential Duties and Responsibilities for the Oracle Cloud Financials Analyst:

+ **Requirement Gathering:** Collaborate with business stakeholders to understand their financial management processes, requirements, and pain points.

+ **Solution Design** : Develop functional designs and solutions that leverage Oracle Fusion Financials modules to address business needs, such as General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, etc.

+ **Configuration** : Configure Oracle Fusion Financials applications based on the business requirements.

+ Testing: Develop and execute test plans to validate the functionality of the configured system. Ensure that the solution aligns with business requirements and industry best practices.

+ Data Migration: Collaborate with technical teams to define data migration strategies and oversee financial data migration from legacy systems to Oracle Fusion Financials.

+ User Training: Train end-users on effectively using the Oracle Fusion Financials applications. Create user documentation and guides.

+ Support and Troubleshooting: Provide post-implementation support to address user issues, troubleshoot problems, and ensure the system’s smooth operation.

**Required Skills and Experience:**

+ Clearance Required: None

+ Bachelor's degree in Business Administration, Accounting, Economics, or related field

+ 7+ years of experience configuring Oracle Cloud Financials applications (General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management), or 5 successful full lifecycle implementations of said applications

+ “Oracle Certified Implementation Professional” for General Ledger, Accounts Payable or Accounts Receivable

+ Proficient in creating functional specifications, process flows, and system configurations

+ Experience with data migration, system integration, and interface design

+ Proficient in Reporting and Analytics tools (Oracle Financial Reporting Studio, OTBI, Smartview)

+ Excellent problem-solving skills with a strong attention to detail

+ Strong communication skills, both verbal and written, with the ability to interact effectively with business users and technical teams

+ Ability to work independently and manage multiple priorities in a dynamic environment

+ Ability to travel up to 50%

Application deadline 12-13-2024

\#cjpost #LI-REMOTE #LI-JJ1

The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:

$150,000—$190,000 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information.

Selected applicant may be subject to a background investigation and/or education verification.

**Date Posted:**

2025-02-18

**Country:**

United States of America

**Location:**

AZ810: RMS AP Bldg 810 1151 East Hermans Road Building 810, 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.

Contractor Program Security Officers (CPSO) work closely with customers and the government on security requirements for Special Access Programs (SAP). CPSOs provide guidance and support to employees working on SAPs, helping them stay abreast of changes and updates in requirements.

You will perform a wide variety of tasks as part of the Special Programs Security team. Duties include but are not limited to: assisting in the development, administration and maintenance the assigned program’s security policies and procedures in a fast-paced, deadline driven environment to ensure compliance with the National Industrial Security Program Operating Manual (NISPOM), Department of Defense Manual (DoDM) 5205.07 series, and Joint SAP Implementation Guide (JSIG). Active In-Scope Top Secret security clearance will be necessary to perform this position- (Please note the current, final Top Secret clearance must have an investigation not older than 6 years on the first day of employment – confirmed prior to interview) This position may involve travel on company business.

**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.

+ Develop, prepare, and implement local Standard Operating Procedures (SOP), Operations Security (OPSEC) Plans, and proprietary test plans utilizing risk management principles.

+ Provide security oversight and management to subcontractors and subordinate business units via the DD Form 254 or other contractual methods.

+ Oversee the 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).

**Qualifications You Must Have**

+ Typically requires a university degree in Business Management, Security and/or Risk Management, Government Policy, Information Management, Criminal Justice, or other related field of study and 2 years prior relevant experience

+ Active and transferable U.S. government issued TOP 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.

+ Experience with any of the following: NISPOM, DoDM 5205.07 series, and/or ICD 705.

**Qualification We Value**

+ Excellent interpersonal, communication, computer (MS Office), writing skills, and professional image

+ Ability to multi-task in a team environment

+ DISS Experience

+ Ability to plan and schedule activities to accomplish objectives

+ Willing to work extended hours when required

+ Security related certification/training courses

+ Must be able to obtain and maintain all access as required by the programs.

+ Understanding of government guidance to include the NISPOM and DoD

**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.

+ Relocation assistance is not available for this position.

**Learn More & Apply Now!**

+ 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 66,000 USD - 130,000 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 Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans’ Readjustment Assistance Act._

**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.

onsemi, a large, multinational supplier of energy-efficient products, is seeking a self-driven and motivated professional to join the Corporate Finance team, located in Scottsdale, AZ. As a financial analyst for the central engineering and legal functions, you will have the opportunity work with the leadership of those functional support groups and the broader finance team to drive the strategic and operational forecasting as well as work on ongoing corporate initiatives designed at improving the effectiveness and efficiency. Working at our corporate headquarters, you will also have opportunities to engage with the finance management team and work on several key initiatives to help drive improvements within the finance function and share best-practice experiences to improve our use of rolling forecasts, Oracle EPM, and various other finance tools.

**onsemi** (Nasdaq: ON) is driving disruptive innovations to help build a better future. With a focus on automotive and industrial end-markets, the company is accelerating change in megatrends such as vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure. With a highly differentiated and innovative product portfolio, onsemi creates intelligent power and sensing technologies that solve the world’s most complex challenges and leads the way in creating a safer, cleaner, and smarter world.

**More details about our company benefits can be found here:**
https://www.onsemi.com/careers/career-benefits

We are committed to sourcing, attracting, and hiring high-performance innovators, while providing all candidates a positive recruitment experience that builds our brand as a great place to work.

**onsemi** is an Equal Opportunity and Affirmative Action employer. The Company maintains policies and practices that are designed to prevent discrimination or harassment against any qualified applicant or employee to the extent prohibited by federal, state and local laws and regulations. By way of example, discrimination on the basis of race (actual or perceived), ethnicity, color, religion, ancestry, national origin, citizenship, sex, age, marital status, sexual orientation, physical or mental disability, medical condition, genetic information, military or veteran status, gender identity, gender expression, or any other characteristic protected by applicable law is prohibited.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact Talent.acquisition@onsemi.com for assistance.

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

Senior Investing AnalystRemote - United StatesJR011322

At Ensono, our **Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things** **_!_** We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up with continuous change and embrace innovation.

We can **Do Great Things** because we have great Associates. The Ensono Core Values unify our diverse talents and are woven into how we do business. These five traits are the key to achieving our purpose.

Honesty

Reliability

Curiosity

Collaboration

Passion

**About the role and what you’ll be doing** **:**

Seeking a full-time Investing Analyst to join a rapidly growing Managed IT Services company headquartered in Downers Grove, IL. This person would report directly to the Director of Investing and would assist management with underwriting and negotiating ongoing business-to-business deals as well as various special projects such as financial performance impact analysis, integrated reporting, variance analysis, and critical data tracking. The candidate must be a highly organized self-starter, proficient in Microsoft Excel, and have a firm understanding of finance principles and financial statements. Ideally, the candidate would be located near our headquarters in Downers Grove, IL, though remote candidates will also be considered. Prior Private Equity, Investment Banking, or Consulting experience is a plus.

**Investing Group**

Responsible for underwriting, pricing, and financial modeling of complex outsourcing transactions of up to $50MM of capital. Bringing a private equity approach to corporate investment analysis, the group focuses on deal structuring, maximizing financial returns (IRR, ROIC, EBITDA), deal shaping and scenario analysis to seek approval from CFO, CEO and Board of Directors on major capital deployments by the company.

**DUTIES AND RESPONSIBILITIES:**

+ Assisting team members in underwriting of medium to high complexity deals.

+ Building and implementing improvements to existing financial modeling tools to improve team efficiency, reduce user error, and ensure effective deal approvals.

+ Interface with VP of Investing on ad hoc project and large capital opportunities.

+ Run ad-hoc analysis to help improve team productivity and identify potential improvements to the underwriting process and underlying assumptions.

+ Support the organization with the onboarding of generative AI tools.

+ Support finance team with data metrics tracking and dashboarding.

+ Work across various departments including Product, Operations Procurement, FP&A, Billing and Project Implementation to obtain critical data for underwriting deals.

**We want all new Associates to succeed in their roles at Ensono. That’s why we’ve outlined the job requirements below. To be considered for this role, it’s important that you meet all Required Qualifications. If you do not meet all of the Preferred Qualifications, we still encourage you to apply.**

**Required Qualifications**

+ Recent MBA Graduate.

+ Very strong financial modeling skills.

+ Excellent understanding of financials concepts such as IRR, ROIC, NPV, Cost of Capital, and EBITDA.

+ Deep understanding of Microsoft Excel.

+ Proficient in the rest of Microsoft Office 365 product suite.

+ Strong sense of ownership to drive positive business results and personal growth.

+ Ability to derive insights and handle ambiguity from limited data.

+ Ability to develop and communicate clear and concise modeling to represent complex business situations and to summarize key ideas to both financial and non-financial counterparts.

+ Attention to detail to develop accurate reports and analyses.

+ Ability to work with a global team, including stakeholders in other regions (e.g. UK and India).

**Why Ensono?**

Ensono is a place to make better happen – for our clients and for your career. You can do great things through innovation or collaboration, by learning or volunteering, or to promote diversity and inclusion. You can do great things for your own health or for a healthier planet. Whatever it means to you to do great things we want Ensono to be the place you can do it.

We are a client-facing business, but we do encourage clients to allow us to work remotely most of the time so if you are not required to be on a client site, you can choose to work from home or in our Ensono offices.

Some of our benefits include:

+ Unlimited Paid Days Off

+ Three health plan options through Blue Cross Blue Shield

+ 401k with company match

+ Eligibility for dental, vision, short and long-term disability, life and AD&D coverage, and flexible spending accounts

+ Paid Maternity Leave, Paternity Leave, and Sabbatical Leave

+ Education Reimbursement, Student Loan Assistance or 529 College Funding

+ Enhanced fertility coverage

+ Wellness program

+ Flexible work schedule

+ Depending on location, ability to take advantage of fitness centers

As of the date of this posting, a good faith estimate of the current pay scale for this role is $93,000 to $135,000 annually based on a full-time schedule. Please note that placement in the range may vary based on numerous factors including but not limited to skills, experience, internal equity, and business needs. In addition to base salary, other compensation programs, depending on eligibility, include an annual bonus plan based on company and individual performance, and an equity grant under our Associate Equity Appreciation Program.

Ensono is an Equal Opportunity/Affirmative Action employer. We are committed to providing equal employment to our Associates and building a diverse and inclusive workforce. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or other legally protected basis, in accordance with applicable law.

Pay transparency nondiscrimination statement/posting OFCCP’s pay transparency policy can be found onOFCCP’s website (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf) .

If you need accommodation at any point during the application or interview process, please let your recruiter know or email .

JR011322

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - Casas Adobes

Tucson, Arizona

**Job Description:**

Please note this requisition contains multiple locations but there is not an immediate opening for every location listed.

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 are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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 "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .

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.

Financial Solutions Advisor I - Registration Candidate - Consumer Investments - West Valley

Peoria, Arizona;Phoenix, Arizona; Prescott Valley, Arizona

**Job Description:**

Please note this requisition contains multiple locations but there is not an immediate opening for every location listed.

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 are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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 "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .

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.

**About Wells Fargo**

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate & Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy.

**Corporate Risk**

As the company's second line of defense, Corporate Risk — or Independent Risk Management — provides independent oversight of risk-taking activities. Independent Risk Management establishes and maintains Wells Fargo's risk management program and provides oversight, including challenges to and independent assessment of the frontline's execution of its risk management responsibilities. We manage risk according to the Risk Management Framework and ensure all employees understand their individual accountability for managing risk.

**Operational Risk Management**

Operational Risk is the risk resulting from inadequate or failed internal controls, processes, people, and systems or from external events. Operational Risk Management (ORM) upholds the integrity of the Risk Management Framework (RMF) by independently overseeing operational risk management across the company, enabling Wells Fargo to meet its strategic goals and providing a comprehensive view of operational risk.

**About this role:**

Wells Fargo is seeking an Operational Risk Executive to lead a Shared Services Operations Group operational risk function. This role reports to the Global Operations Operational Risk Executive and focusses on our Shared Services Operations function. This is a large organization within Global Operations engaged in significant regulatory remediation activities and supporting enterprise-wide activities. The Risk team supporting Shared Services Operations plays a critical role in supporting the organization's ability to manage and mitigate risks across this large, complex function, and operates in tandem with our BACO (Business Aligned Compliance Officer). This role will lead numerous high impact projects, ongoing open issues and an increasing risk profile. The leader will be responsible for providing a consistent, in-depth risk oversight view and approach of the Shared Services function including providing expertise and risk insights on financial crimes operations and regulations, consumer regulations and data governance especially as it relates to regulatory reporting. The role will lead Independent Risk Management governance, coordination, and reporting routines across the Shared Services ORM team.

**In this role, you will:**

+ Support Shared Services Operations in addressing regulatory remediation activities, tracking and escalating issues and concerns, and ensure future programs are subject to appropriate risk oversight

+ Identify and respond to emerging risk issues in a timely manner and balance the workload across the team for Financial Crimes Operations, Consumer Regulations, and Data Strategy arenas

+ Provide vision and set direction for Global Operations risk oversight teams covering aforementioned areas of shared services, to achieve long term strategic objectives that impact organization and management across functions

+ Manage the development, implementation, and monitoring of a risk-based program for a business or large functional area with moderate to high risk to identify, assess, and mitigate operational risk that arises from inadequate or failed internal processes, people, systems, or external events

+ Influence and provide input on policy, framework, and program development for business or enterprise strategy for Financial Crimes Operations (BSA/AML), Consumer Regulations, and Data Strategy arenas

+ Maintain a balance between risk mitigation and operational efficiency, and an awareness of the state of operational risk companywide

+ Direct execution of major operational risk programs companywide or lines of businesses with significant risk and multiple, complex regulatory environments which fall into the Shared Services Operations space

+ Ensure reporting, escalation, and remediation of issues, deficiencies or regulatory matters regarding operational risk to leaders, committees, and appropriate executive management

+ Challenge operational risk-related business management decisions, activities, and operating processes for assigned area

+ Manage communication and collaboration with business heads, Legal, Audit, and regulators on risk related topics

+ Partner closely with Compliance and Strategic and Enterprise Risk Management in providing Risk Oversight of Shared Services

+ Develop and guide a culture of talent development to meet business objectives and strategy

+ Manage allocation of people and financial resources for this pillar of Operational Risk

As a leader, you will lead your team with integrity and create an environment where your employees feel included, valued, and supported to do work that energizes them. You will have accountability for management responsibilities which include sourcing and hiring talented employees, providing ongoing coaching and feedback, recognizing, and developing employees, identifying, and managing risks, and completing daily management tasks.

**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:**

+ Expert understanding of enterprise risk management framework including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance

+ Expert understanding of Operations; and Shared Services specifically as it relates to one or a combination of Financial Crimes Operations (BSA/AML), Consumer Regulations, and Data Strategy in a global banking environment

+ Experience with Regulatory Operations including FDIC 370, SCRA, OREO/DPC, Licensing & Registration, Reg O, Cease and Desist, Dodd Frank 1071, Labor Management Reporting and Disclosures (LMRDA), Legal Entity Identifier (LEI), Notary Affiant Signature Administration (Nasa) and Medallion.

+ Data Strategy experience including but not limited to: BSA/AML Data Strategy and Execution, Real Estate Valuation Services, Customer Tax, Translations Services and Information / Records Management

+ Ability to effectively manage and build relationships within the Corporate Risk function and with business partners

+ Ability to create solutions in a dynamic environment with complex risk and control related environment and articulate sound proposals to key stakeholders to influence and drive timely decision making

+ Proven record to develop and mentor team for career development, retention strategy, and goal achievements, including establishing a strategic vision and drive strong outcomes and results

+ Highly experienced in building and maintaining relationships with Senior Leaders and ability to establish partnerships between three lines of defenses

+ Strong executive presence with the ability to inspire a complex and geographically dispersed organization

+ Effective engagement and maintenance of relationships with global regulators by interpreting regulatory trends and expectations

+ Demonstrated ability to negotiate challenges or issues and achieve best outcomes for the company

+ Demonstrated ability to influence and lead across first and second line of defenses while maintaining close relationships with third line of defenses

+ Excellent analytical and problem-solving skills, inquisitive nature and comfort challenging current practices to drive efficiency and standardization

**Job Expectations:**

+ Foster an environment that ensures strong communication and cooperation across the three lines of defense

+ Create a culture of excellence by proactively attracting, retaining, and developing a team of talented and diverse professionals

**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 (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:**

27 Mar 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.

**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-429974