Jobs at Prudential Financial
545,554 open positions
Prudential Financial, headquartered in Newark, New Jersey, is a global insurer and wealth‑management firm that has embraced digital transformation. The company invests heavily in cloud, data analytics, and AI to streamline underwriting, claims processing, and personalized financial advice.
Hiring spans software engineers, data scientists, cybersecurity specialists, product managers, and cloud architects. Candidates can expect rigorous technical interviews, collaborative cross‑functional teams, and opportunities to work on real‑time risk models and scalable microservices.
Job Transparency provides exact salary ranges and employee sentiment for each role, letting you benchmark compensation against industry peers and understand team culture before applying.
Knowledge Management Analyst
Company: Global Atlantic Financial Group
Location: Other US Location
Posted Mar 15, 2024
<div> <p><strong>COMPANY OVERVIEW<strong><p> <p>Global Atlantic Financial Group is a leader in the US life insurance and annuity industry serving the needs of individuals and institutions Global Atlantic is a whollyowned subsidiary of KKR a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions <br >We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation We are dedicated to the career development of our people because we know they are critical to our longterm success Join our team and come grow with us <p> <blockquote><p><strong>The KKRGlobal Atlantic partnership The Global Atlantic Story <strong><p> <blockquote> <p><strong>Greenhouse is our scheduling tool and we communicate through their systems At times your email may block our communications Please be sure to check your SPAM so that you do not miss critical information about our process including scheduling <strong><p> <div> <p><strong>Knowledge Management Analyst<strong><p> <p><br ><p><p><strong>COMPANY OVERVIEW<strong><p> <p>Global Atlantic is one of the fastest growing companies in the Life and Annuity industry1 We are focused on the US retirement and life insurance markets with a broad range of annuities and life insurance options as well as reinsurance solutions Our success is based on competitive and innovative product designs leading investment management and integrated risk management along with highly experienced leadership Global Atlantic is looking for a diverse team of talented people who support our culture of collaboration and innovation Our unique entrepreneurial culture encourages all employees to assume significant levels of responsibility We are dedicated to the career development of our people because we know they are critical to our longterm success Join our team and come grow with us<p> <p>This role can also sit in Des Moines IA Hartford CT or Batesville IN<p> <p><strong>POSITION OVERVIEW<strong><p> <p>The Standard Operating Procedures SOP Writer develops and updates standard operating procedures related to the processing of business to ensure a consistent quality service experience for our customers Works with leadership and Subject Matter Expert SMEs quality and process owner teams to derive content and create and maintain SOPs across operations including our thirdparty service providers This involves collecting and consolidating input from cross functional stakeholders developing written processes reviewing current documentation and SOPs and developing them into clear and concise procedures<p> <p><strong> <strong><p> <p><strong>RESPONSIBILITIES<strong><p> <ul><li>Interacts with business partners and subject matter experts to gather information from multiple stakeholders and document Standard Operating Procedures SOPs for Individual Markets<li> <li>Organizes writes edits and produces SOP documentation and processes Helps develop and maintain standards regarding style and consistent terminology<li> <li>Explains complex information into easily understandable language for a variety of audiences ensuring accuracy and compliance with guidelines<li> <li>Adheres to ethical and confidential principles in the collection maintenance use and dissemination of data and information<li> <li>Develop strategies tactics and governance to drive effective and widespread usage of the companys knowledge base This includes creation of guidelines for what information is captured and by whom how it integrates with the rest of operating ecosystem how to keep it from growing stale and ease of use to find information quickly<li> <li>Maintains updates and manages content in the knowledge management portal ensuring content is easy to access and find<li> <li>Utilizes various tools to document the SOPs utilizing the Microsoft Office Suite<li> <li>Coordinates approval process with Project Managers amp Functional Managers pertaining to documenting and finalizing all formal processes<li> <li>Develop amp direct correspondences to effectively communicate insights amp plans project requirements scope amp objectives to crossfunctional stakeholders amp team members<li> <li>Works with leadership and SMEs as well as quality and continuous improvement team to identify content gaps and curate content needed to aid in improved service experience for our customers<li> <li>Oversee development and ongoing governance amp maintenance of Knowledge Base artifacts to ensure they remain up to date relevant and effective to include standard operating procedures firm guidelines job aids and more<li> <ul><p><strong>QUALIFICATIONS<strong><p> <ul><li>Bachelors degree in Business communications or related field preferred<li> <li>Strong writing skills<li> <li>Strong organizational and communication skills<li> <li>Conceptual critical thinking and analytical skills<li> <li>Demonstrable experience of project delivery<li> <li>MS Office Suite skills<li> <ul><p><br ><p><p>At Global Atlantic enjoy a highly competitive compensation and benefits package with a focus on pay equity and flexibility We are proud to support worklife balance with flexible work arrangements that meet individual and business needs A casual dress code aboveaverage paid time off parental and military leave adoption assistance and tuition reimbursement are just a few of the extra perks that make Global Atlantic a great place to work We strive to foster a culture of total wellbeing through community outreach and charitable giving programs In OFFICE LOCATION we actively partner with NONPROFITS Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical emotional and financial wellbeing Our highly competitive health retirement life and disability plans can be tailored to best suit your needs and those of your whole family Global Atlantic is committed to creating an inclusive environment where everyone feels like they can meaningfully contribute to our success We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal state or local laws We encourage qualified applicants from all demographics to apply All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin disability age or veteran status<p> <p><em> <em><p> <p><em>LIJR1<em><p> <p><em>LIHybrid <em><p> <p><br ><br ><p><div> <div> <div> <p>Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications Global Atlantic has offices in Atlanta Batesville Bermuda Boston Des Moines Hartford Indianapolis and New York City <strong>The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office <strong><p> <p>Global Atlantics <strong>base salary range<strong> is determined through an analysis of similar positions in the external labor market Base pay is just one component of Global Atlantics total compensation package for employees and at times we hire outside the boundaries of the salary range Other rewards may include annual cash bonuses longterm incentives equity generous benefits including immediate vesting on employee contributions to a 401k as well as a company match on your contributions and sales incentives Actual compensation for all roles will be based upon geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer Compensation for our more senior positions have a larger component of shortterm cash bonus and longterm incentives <p> <div> <p>The base salary range for this role is<p> <p><span>$43500<span><span><span><span>$83500 USD<span><p> <div> <div> <div> <p><strong><span datacontrast=auto>TOTAL REWARDS STATEMENT <span><strong><span dataccpprops=> <span><p> <p><span dataccpprops=>Global Atlantics total rewards package is reflective of our corporate values particularly diversity excellence and innovation with a focus on inclusion pay equity and flexibility We are proud to support your personal and professional growth and wellbeing through programs such as educational assistance virtual physical therapy remoteonsite fitness reimbursement a medical second opinion program pet insurance military leave parental leave adoption assistance fertility and family planning coverage We strive to foster a culture of total wellbeing through community outreach and charitable giving programs <span><p> <p><strong>We are active in our communities<strong><p> <ul><li><strong>New York<strong> StreetWise Partners Covenant House Partnership for New York City City Meals on Wheels Habitat for Humanity Billion Oyster Project<li> <li><strong>Boston<strong> Cradles to Crayons Bostons Healthcare for the Homeless Thompson Island Outward Bound Rosies Place Caties Closet Project Bread Rise Against Hunger Space to Thrive<li> <li><strong>Hartford<strong> Junior Achievement Habitat for Humanity Olivers Pajama United Way<li> <li><strong>Indianapolis<strong> Elevate Indianapolis Gleaners Food Bank and the Juvenile Diabetes Research Foundation<li> <li><strong>Batesville<strong> So Loved Ripley County Foster Closet Safe Passage Family Shelter YES Home Juvenile Rehabilitation Ripley County Community Foundation<li> <li><strong>Des Moines<strong> United Way of Central Iowa Meals from the Heartland Junior Achievement Math Motivators Bidwell Riverside Orchard Place Knock and Drop<li> <li><strong>BerwynWayne<strong> Habitat for Humanity Chester County Food Bank Surrey Services For Petes Sake Respite<li> <li><strong>Bermuda<strong> Keep Bermuda Beautiful Center Against Abuse Truck Island Nature Reserve Bermuda Economic Development Corporation<li> <ul><p>Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical emotional and financial wellbeing Our highly competitive health retirement life and disability plans can be tailored to best suit your needs and those of your whole family<p> <p>Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal state or local laws More than that we strive to be inclusive of all backgrounds and experiences which we feel gives us a competitive advantage in the market and within our firm All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin disability age or veteran status<p> <p>Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation If you are hired and require an accommodation for any protected status please email benefitsgafgcom<p> <p>Please click on the links below to learn more about Global Atlantic <p> <p>Global Atlantic Privacy Statement<p> <p>Our employees are in the office <strong>4 or 5 days<strong> a week in <strong>Hudson Yards NY<strong> and <strong>3 days a week<strong> in all other offices If you have questions on this policy or the application process please contact recruitinggafgcom<p> <div>
Senior Scrum Master
Company: Self Financial
Location: Austin, TX
Posted Mar 15, 2024
<div> <p><span>Self Financial is a venturebacked highgrowth FinTech company with a mission to increase economic inclusion and financial resilience by empowering people to build credit and build savings<span><p> <p><span>Were looking for people who share our passion and are driven to tackle challenges find solutions and make the financial space better for the communities we serve<span><p> <p><span>Our team is passionate about challenging the status quo of the credit industry by providing people accessible tools to take control of their credit Executing on our mission requires deep collaboration across our teams to ensure our products reach the people who can benefit from them the most particularly the 100 million+ Americans who have no or low credit<span><p> <p><span>We celebrate diversity and are committed to creating an inclusive environment for all employees To that end we seek to recruit develop and retain the most talented people from a diverse candidate pool <span><p> <div> <p><span>Self Financial is looking for a Senior Scrum Master to support the Engineering teams to be a servant leader building and leading successful scrum teams to deliver technology products and services<span><p> <p><strong>What would you be doing <strong><span>Working cross functionally with Program Engineering IT Product Compliance and more this candidate will<span><p> <ul><li><span>Perform the role of Scrum Master for one or more teams leading multiple simultaneous initiatives<span><li> <li><span>Practice the core Agile principles of collaboration prioritization accountability and practice continuous improvement<span><li> <li><span>Facilitates Scrum ceremonies ie Sprint Planning Daily Scrum Backlog Refinement Sprint DemosReviews and Sprint Retrospectives<span><li> <li><span>Helps the team define normsagreements like a Definition of Ready and Definition of Done and enforces the agreements<span><li> <li><span>Ensures the team has a healthy product and Sprint backlog in collaboration with the PO<span><li> <li><span>Acts as an Agile Coach promoting and coaching the Agile mindset and principles empowering the team to become selfmanaging and fulfill their crossfunctional potential<span><li> <li><span>Track and communicate team velocity and sprintrelease progress<span><li> <li><span>Provide status reporting on key performance indicators KPIs schedule resources and milestone delivery<span><li> <li><span>Facilitates dependency managementrisk managementimpediment removal for the team<span><li> <li><span>Work closely with Product and Program Management to manage and deliver key initiatives<span><li> <li><span>Coach and mentor in Scrum and Agile process<span><li> <ul><p><strong>What you would bring <strong><p> <ul><li><span>5+ years practicing Scrum in a software business<span><li> <li><span>Strong Communication skills and ability to collaborate across multiple departments<span><li> <li><span>Selfstarter selfdriver bring expertise to the table to drive process improvements backed by data<span><li> <li><span>Strong knowledge of agile principles and techniques ex Scrum XP Kanban and scaled agile frameworks such as the Scaled Agile Framework for the Enterprise SAFe<span><li> <li><span>Demonstrated ability to coach and mentor<span><li> <li><span>Excellent repertoire of team building activities and collaborative leadership<span><li> <li><span>Skilled at optimization of teams and processes<span><li> <li><span>Proficient in JIRA<span><li> <li><span>Proven track record of assisting the Product Owner and Development Team in delivering business value<span><li> <li><span>Experience in identification and resolution of organizational impediments that impact team maturity and performance<span><li> <li><span>Enables the team to become high performing through collaboration and a relentless focus on continuous improvement including crossskilling across the team<span><li> <li>Ability to facilitate discussion decision making and conflict resolution across teams stakeholders and executives including external teams business partners and other Agile Release Trainsprograms<li> <li>Change and Release Management experience and knowledge<li> <li>Ability to influence and guide business and technology leaders on changes that enable Agility<li> <li>Experience in facilitating significant improvements to the operating model and the endtoend delivery process<li> <li>Experience in Kanban also a plus<li> <li>Ability to analyze and think quickly to resolve conflict<li> <li>Experience in dealing with ambiguity in a rapidly evolving environment<li> <li>Motivated and a handson team player persistent and results oriented<li> <li>Able to consistently meet deadlines and selfmanage through shifting priorities and demands<li> <li>High level of positive energy enthusiasm and selfmotivation<li> <ul><p><strong>Tools amp Systems<strong><p> <ul><li><span>Atlassian Enterprise Suite Jira Jira Service Desk Confluence etc<span><li> <li><span>GSuite amp Slack or similar communication platforms<span><li> <ul><div><b><strong>Benefits and Perks<strong><b> <p><span>We have the compensation and benefits you expect But theres one thing that Self Financial can offer that many companies cannot we can positively change the world while making a profit We are a team of Builders empowering our customers to build their dreams We have a Do the Right Thing ethos in all that we do and we hope you value that approach too <span><p> <p><strong>Our perks include<strong><p> <ul><li><span>Company Equity in the form of RSUs<span><li> <li><span>Quarterly performancebased bonuses<span><li> <li><span>Generous employerpaid health vision and dental insurance coverage<span><li> <li><span>Flexible vacation policy<span><li> <li><span>Educational assistance<span><li> <li><span>Free gym membership<span><li> <li><span>Casual dress code<span><li> <li><span>Team building events and activities<span><li> <li><span>Remote work arrangements flexible work schedule<span><li> <li><span>Paid parental leave <span><li> <ul><p><span>Self Financial requires all employees hired to successfully pass a background check<span><p> <p><span>We are an Equal Opportunity Employer<span><p> <div>
Team Leader
Company: Appstar Financial
Location: San Diego, CA
Posted Mar 15, 2024
<p><span>Appstar is a leader in payment solutions to small businesses and we are seeking to disrupt the industry with a unique innovative approach We are looking to hire an experienced <strong>Business Development Manager <strong><strong>Team Leader <strong>to run a team of outside sales representatives This position will be critical for our market penetration strategies <span><p> <p><span>Who are we looking For Talented driven professionals who enjoy the thrill of the win Team Leaders need to be sharp focused and goal oriented with a strong desire to succeed This is an exciting constantly evolving and tech driven industry Appstar is scaling rapidly and eager to find coachable candidates that can learn and grow with us and achieve our vision for success <span><p> <p><span>We have all the modernday amenities in our centrally located office from ongoing ping pong tournaments electronic hoops setup kitchens stocked with snacks company lunches fun sales events and team bonding Although Appstar employees like to have fun we are committed to high performance and dedicated to improving professionally and personally <span><p> <p><span><strong>QualificationsSkills<strong><span><p> <ul><li><span>You are a closer with a no fear highly professional approach to sales with an ability to CLOSE on the phone<span><li> <li><span>You have high energy to coach and motivate a team exp with 1099s preferred<span><li> <li><span>You have organizational skills to ensure all appointments and deals are handled properly<span><li> <li><span>You have an ability to multi task in a fast paced environment handling multiple reps<span><li> <li><span>You have at least 2 years of B2B sales experience insideshort cycle preferred<span><li> <li><span>You have a proven track record of outstanding performance exceeding quotas<span><li> <li><span>You have a high level of integrity<span><li> <li><span>You have excellent communication and motivational skills<span><li> <li><span>You have a strong desire to succeed<span><li> <li><span>You are numerate and think and react quickly on your feet<span><li> <ul><p><span><strong>Compensation and Benefits<strong><span><p> <ul><li><span>Base with unlimited earning potential generous salary DOE + commissions OTE $110+<span><li> <li><span>Strong benefits package<span><li> <li><span>600 AM 300 PM weekdays no evenings weekends or holidays<span><li> <li><span>Paid training in all areas of the industry and products<span><li> <li><span>Positive familyteam oriented environment<span><li> <li><span>Strong managerial support to assist with building your team<span><li> <li><span>Great central location San Diego 92123<span><li> <ul><p><span><strong>Day to Day Functions<strong><span><p> <ul><li><span>Manage and run daily appointment with 1099 outside field reps<span><li> <li><span>Coach train and develop reps to close new business<span><li> <li><span>Provide guidance to Reps on how to selfgenerate and build a business in their home local territory<span><li> <li><span>Oversee the entire sales process Youll need to have the ability to see where a deal is and sell with value solutions in mind Youll work with Operations to submit approve and train accounts <span><li> <ul><p><span><strong>Note This is an inoffice position<strong><span><p> <p><span>Appstar is an Equal Opportunity Employer EOE and takes great pride in building a diverse work environment Qualified applicants are considered for employment without regard to age race religion gender national origin sexual orientation disability or veteran status<span><p> <div> <p><span><strong>About Appstar <strong><span><p> <p><span>We engage with small businesses to provide personalized technology solutions to help them achieve their goals We do this by fostering a culture of respect transparency and excellence for our employees and our customers After 20 years of serving small businesses and entrepreneurs we understand the challenges and opportunities and embrace the journey Our core values of Integrity Respect High Performance Responsible Growth and Ownership are what guide us through our everyday interactions with customers partners and team members<span><p> <p><span>Joining us is more than saying yes to a new opportunity Its discovering a career thats challenging supportive and inspiring We focus on creating a diverse and inclusive culture encouraging individual expression in the workplace and thrive on the innovative ideas this generates If this sounds like the workplace for you apply now<span><p> <div>
Senior Software Engineer - QA (Remote)
Company: Sumitomo Mitsui Financial Group, Inc.
Location: Remote
Posted Mar 15, 2024
<p>Join us on our mission to create a completely new 100 digital bank that truly serves customers best interests We are a closeknit and funloving team of seasoned financial services professionals who came together for the challenge of building a bank from scratch and we are committed to doing it all the right way from technology infrastructure to modern marketing to customer experience <p> <p>The anticipated salary range for this role is between $7800000 and $14500000 The specific salary offered to an applicant will be based on their individual qualifications experiences and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire The role may also be eligible for an annual discretionary incentive award In addition to cash compensation SMBC offers a competitive portfolio of benefits to its employees <p> <p>We work with the flexibility and speed of a startup But we also have significant stability and capital from being part of the SMBC Group Sumitomo Mitsui Banking Corporation SMBC is the second largest bank in Japan and the 12th largest bank in the world with operations in over forty countries And SMBC is committed to disrupting the US marketplace with groundbreaking products <p> <p>It is the best of both worlds and we are seeking proven marketing leaders to propel us towards a national launch We have both the ambitious growth plans and the patient capital necessary to execute a multiyear plan Join us on the journey to deliver an exciting concept of evolved banking <p> <p><strong>SUMMARY<strong> <p> <p>We are looking for a Sr Software Engineer QA Test who has a leadership ability to conduct and manage manual testing on both functional and nonfunctional system components the selected Sr Engineer will be responsible to design and develop test plans test strategies manual test cases perform manual test execution report defects Parallelly the Sr Engineer will also facilitate as a point of contact SME to the test automation team as well Focus areas include <p> <ul><li>Core Banking Experience<li> <li>Test Strategy Design and Development<li> <li>Test Case Design and Development using Functional and Nonfunctional requirements<li> <li>Handson experience in using Xray as a defect management tool in JIRA<li> <li>Hands on experience on Web and Mobile Testing<li> <li>Handson experience and understanding on test automation using Selenium Java BDD <li> <li>Solid handson data SQL data bases and data extract testing<li> <li>Strong manual testing experience on API validation using API tools like Postman or Rest Assured<li> <li>Strong understanding in establishing issue traceability in JIRA<li> <li>Should be able to produce comprehensive test reports to report to the management<li> <li>Develop collaborate improve implement maintain and support testing processes<li> <li>Ability to build communication plans test plans workflows and procedures as required<li> <ul><p><strong>PRINCIPAL DUTIES AND RESPONSIBILITIES<strong> <p> <ul><li>Work closely with the project stake holders business and the project management team to gather requirements and develop feasible and comprehensive test strategies <li> <li>Design and execute test cases for functional and nonfunctional requirements of the retail banking application and integrated systems<li> <li>Contribute to the test automation team for the purposes of developing testing scripts as well as facilitate ongoing test automation effort with the required support <li> <li>Identify report and track defects in the application and integrated systems<li> <li>Collaborate with crossfunctional teams to ensure that the application and integrated systems are tested thoroughly and meet the business requirements<li> <li>Create and maintain test plans test cases and test scripts for regression testing using Xray in Jira<li> <li>Collaborate with crossfunctional teams to identify and prioritize test cases for automation<li> <li>Analyze test results to provide actionable feedback to development teams<li> <li>Participate in Agile ceremonies and provide input on testing strategy and test planning<li> <li>Develop and maintain test data for the application and integrated systems<li> <li>Analyze test results and provide feedback to the development team for improving the application and integrated systems<li> <li>Work with the project team to ensure that the application and integrated systems are delivered on time and within budget<li> <li>Identify defects as well as analyzing them to identify root causes and categorize software defects prior to escalation<li> <li>Work with other automation developers andor other testers and provide support as required <li> <li>Compile and evaluate test results for areas of correction and improvements as well as opportunities for increased test coverage<li> <li>Strong analytical and problemsolving skills<li> <li>Good written oral and presentation skills and ability to communicate complex concepts and ability to thrive in a deadline driven stressful project environment<li> <li>Develop test cases based on functional and nonfunctional requirements <li> <li>Perform testing on data extracts data sources like GCP <li> <li>Report to the Test Manager and provide detailed test results which assess the quality of the applicationsystem under test<li> <ul><p><strong>POSITION SPECIFICATIONS<strong> <p> <ul><li>Bachelors degree in Computer Science Computer Engineering Information Technology or a related field and five years of progressive postbaccalaureate experience in software engineering as a Software Quality Assurance Tester or Analyst or related role <li> <li>24 years of experience in Software testing automation using Selenium Java BDD<li> <li>24 years experience on contributing towards leadership level engagements <li> <li>Solid skills in testing API using tools like Rest Assured Postman for API tests<li> <li>Participate in daily status meetings and provide comprehensive updates on progress <li> <ul><p>Preferred <p> <ul><li>Certifications in Software Quality Assurance or Software Testing<li> <ul><p><b>EOE STATEMENT<b> <p> <p>We are an equal employment opportunity employer All qualified applicants will receive consideration for employment without regard to race color religion gender national origin disability status protected veteran status or any other characteristic protected by law <p> <p><b>CCPA DISCLOSURE<b> <p> <p>Personal Information Collection Notice This notice contains information under the California Consumer Privacy Act CCPA about the categories of personal information PI of California residents that Manufacturers Bank collects and the business or commercial purposes for which the PI may be used We do not sell PI More information about our collection and use of PI may be found in our CCPA Privacy Policy at httpswwwmanufacturersbankcomCCPAPrivacy Persons with disabilities may contact our Customer Contact Center tollfree at 877 5609812 to request the information in this Notice in an alternative format<p>
Investment Consultant
Company: Chatham Financial
Location: Greater Denver Area
Posted Mar 15, 2024
<p><strong>Overview<strong><p> <p>We dont simply hire employees We invest in them When you work at Chatham we empower you offering professional development opportunities to help you grow in your career no matter if youve been here for five months or 15 years Chatham has worked hard to create a distinct work environment that values people teamwork integrity and client service You will have immediate opportunities to partner with talented subject matter experts work on complex projects and contribute to the value Chatham delivers every day <p> <p><strong>Job Summary<strong><p> <p>As an Investment Consultant specializing in institutional real estate clients your primary responsibility will be to manage the delivery of solutions to meet the needs of our clients You will be responsible for providing expert and tangible solutions in areas such as valuation debt management and consulting services with a focus on enabling clients to more confidently assess risk manage investments and report financials<p> <p>You will work closely with our clients to understand the markets they are invested in their investment and financing strategies and other factors that may impact the solutions we provide In addition to understanding our clients you will also be responsible for monitoring market trends and industry best practices maintaining strong relationships with our clients providing ongoing support and ensuring that we are delivering the highest level of service possible<p> <p>The successful candidate will have a strong background in real estate investment management or a related field with expertise in areas such as valuation asset management debt management debt capital markets or consulting services They will also have exceptional analytical skills with the ability to conduct detailed financial analysis and modeling Strong communication skills both verbal and written are also essential as this position will require communication with clients team members and other stakeholders<p> <p><strong>Key Responsibilities<strong><p> <ul><li>Manage the delivery of solutions for institutional real estate clients This may include property debt or derivative valuations debt management or covenant compliance or related analytical consulting<li> <li>Review and extract information from various types of real estate source documents such as loan agreements and promissory notes leases and rent rolls income and expense statements capital expenditure reports and balance sheets<li> <li>Implement quality control procedures to ensure the accuracy and completeness of data and analysis and identify and resolve any discrepancies or errors<li> <li>Work closely with clients to understand their investment and financing strategies the markets they are invested in and other factors that may impact the solutions we provide<li> <li>Maintain strong relationships with clients providing ongoing support and ensuring that we are delivering the highest level of service possible<li> <li>Stay up to date with industry best practices and procedures and apply this knowledge to improve the services we provide<li> <li>Collaborate with team members and other stakeholders to ensure that projects and deliverables are completed on time and the satisfaction of clients<li> <li>Communicate effectively with clients team members and other stakeholders using strong verbal and written communication skills to convey complex ideas and information<li> <ul><p><strong>Qualifications<strong><p> <ul><li>Bachelors degree in business finance economics real estate or a related field<li> <li>At least 3 years of experience working with institutional real estate or clients<li> <li>Expertise in valuation debt capital markets or consulting services<li> <li>Strong analytical skills with the ability to conduct detailed financial analysis and modeling<li> <li>Advanced proficiency in Microsoft Excel with the ability to create and maintain complex financial models analyze data and present insights<li> <li>Excellent communication skills both verbal and written with the ability to convey complex ideas and information to clients team members and other stakeholders<li> <li>Strong attention to detail with the ability to review and extract information from various types of real estate source documents<li> <li>Ability to work independently and as part of a team and to manage multiple projects and deadlines simultaneously<li> <li>Strong organizational and project management skills with the ability to prioritize tasks meet deadlines and manage resources effectively<li> <li>Knowledge of real estate markets and industry trends and a willingness to stay up to date with changes and developments in the field<li> <li>Knowledge and experience utilizing Python SQL or R is a plus<li> <li>Professional certifications such as CFA CPA or MAI are a plus<li> <ul><p><strong>About Chatham Financial<strong><p> <p>Chatham Financial is the largest independent financial risk management advisory and technology firm A leader in debt and derivative solutions Chatham provides clients with access to indepth knowledge innovative tools and an incomparable team of over 600 employees to help mitigate risks associated with interest rate foreign currency and commodity exposures Founded in 1991 Chatham serves more than 3500 companies across a wide range of industries handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets every day To learn more visit chathamfinancialcom<p> <p>Chatham Financial is an equal opportunity employer<p> <p><strong>LIonsite <strong><p> <p><strong>LIBB1<strong><p>
Account Executive - Remote
Company: Donnelley Financial Solutions
Location: Remote
Posted Mar 15, 2024
<p>Donnelley Financial Solutions DFIN is a leader in risk and compliance solutions providing insightful technology industry expertise and data insights to clients across the globe Were here to help you make smarter decisions with insightful technology industry expertise and data insights at every stage of your business and investment lifecycles As markets fluctuate regulations evolve and technology advances were there And through it all we deliver confidence with the right solutions in moments that matter <p> <p><strong><b>Summary <b><strong> <p> <p>DFIN ActiveDisclosure℠ is a financial reporting solution specifically designed for companies that rely on the Microsoft Office® productivity suite to draft collaborate and finalize SEC disclosures ActiveDisclosure helps streamline content creation review and distribution improving efficiency governance and the overall quality of all financial reports The ActiveDisclosure Salesperson at DFIN is a member of the sales delivery team for the ActiveDisclosure product line Generally this role is responsible for managing a pipeline of sales opportunities working directly with field Sales Executives and Account Managers with prospect engagement selling directly and utilizing teams to deliver client wins <p> <p><strong><b>Responsibilities <b><strong> <p> <ul><li>Build and maintain a strong understanding of the product and services associated with the ActiveDisclosure product line<li> <li>Develop and maintain relationships with sales delivery team members including Regional Managing Directors field Sales Executives and Account Managers within your territory<li> <li>Prospect and qualify sales leads coordinating as required with the DFIN field sales team<li> <li>Manage and track sales opportunities and forecasts within Salesforcecom providing reports to the Director of Sales as requested<li> <li>Manage a complex sales cycle starting with the needs assessment process for each prospect identifying pain points and determining the fit for our solutions<li> <li>Identify various buying roles within each prospect account and develop a suitable sales execution plan<li> <li>Educate prospects on the value of an ActiveDisclosure solution and how it addresses their needs<li> <li>As needed engage the Implementation team at the appropriate stage of the sales cycle to assess technical needs and prepare an implementation plan<li> <li>Prepare and deliver sales quotes to the prospect<li> <li>Work with Sales Executives to successfully close opportunities<li> <li>Coordinate with the PostSale and Services team to hand off new clients<li> <ul><p><strong><b>Qualifications <b><strong> <p> <ul><li>5 7 years of quota carrying technology based sales experience<li> <li>Proven track record of B2B solution selling with demonstrated ability to sell to all levels of management up to and including the Csuite<li> <li>Experience in meeting and exceeding quotas or annual sales targets of at least $2M<li> <li>Experience tracking a sales pipeline using sales automation software Salesforcecom preferred<li> <li>CPA highly desired but not required experience selling to the CFOs office also encouraged<li> <li>Proven ability to sell enterprise software licensing andor projects in the $50500k range with yearly results of $2M or greater<li> <li>Ability to prospect develop and close software opportunities<li> <li>Thorough understanding of the enterprise software needs of finance and compliance teams<li> <li>General understanding of the financial andor regulatory disclosure process<li> <li>Strong verbal and written communication skills with a focus on negotiation needs analysis positioning business justification and closing techniques<li> <li>Superior presentation skills<li> <li>A broad understanding of the financial close process and the SEC filing process is desired<li> <li>An indepth understanding of the technology used by public companies for external reporting<li> <ul><p>It is the policy of Donnelley Financial Solutions to select place and manage all its employees without discrimination based on race color national origin gender age religion actual or perceived disability veterans status actual or perceived sexual orientation genetic information or any other protected status <p> <p>If you are a qualified individual with a disability or a disabled veteran you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobsdfinsolutionscom as a result of your disability You can request a reasonable accommodation by sending an email to AccommodationRequestsdfinsolutionscom<p>
Software Engineer III Full Stack
Company: Farm Credit Financial Partners
Location: St. Louis, MO
Posted Mar 15, 2024
<p><strong>Description<strong> <p> <p><strong>JOB SUMMARY <strong>The Software Engineer III primarily works with project teams on developing new software to support strategic initiatives in alignment with business and or enterprise strategies We are moving from an onpremise CASPNETSQL solution to a modern cloudbased solution focusing on both Azure and Salesforce applications This position is for working on developing and supporting our suite of Angular based custom products <p> <p><strong>ESSENTIAL FUNCTIONS <strong> Work with architects and other developers to implement software for strategic projects Provide accurate level of effort estimates based on business requirements Document development work with appropriate collateral as needed Participate in technical design and code reviews to ensure quality and best practices are maintained Perform as technical lead on smaller projects and be a collaborative member on larger projects Use the development technology appropriate for the project at hand Develop software in a mixed Windows and PaaS type environment Work effectively in crossfunctionalcross departmental teams <p> <p><strong>ADDITIONAL FUNCTIONS<strong> Coach and mentor junior developers Communicate effectively with stakeholders regarding project status and delivery timeframes Fosters innovative team culture and process improvement during development phase Working offhours nights and weekends may be required on occasion for missioncritical needs <p> <p><strong>OTHER DUTIES <strong>This job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job Duties responsibilities and activities may change at any time with or without notice <p> <p><strong>Requirements<strong> <p> <p>QUALIFICATIONS <p> <ul><li>Bachelors degree required advanced degree preferred 5+ years of experience in designing modifying writing and implementing software programming applications financial service industry experience helpful <li> <li> Experience in Agile and Waterfall methodologies<li> <li> RESTSOAP web services CC++ NET<li> <li> Excellent communicationcollaboration skills<li> <li> SQL query optimization skills<li> <li> JavaScript HTML5 and CSS3<li> <li> Angular experience required<li> <li> Salesforce knowledge preferred<li> <li> Experience with Unit Testing or Testing Standards preferred <li> <li> Familiar with software development best practices<li> <ul><p><strong>WORK ENVIRONMENT <strong>Typical noise levels for an open cubiclestyled environment <p> <p><strong>PHYSICAL DEMANDS<strong> This position requires periods of standing walking and the use of computer equipment Additional physical demands include but may not be limited to talking or hearing pushpull stooping kneeling reaching whands and arms and lifting at least 10 pounds <p> <p><strong>WORK AUTHORIZATION <strong>Authorization to work in the United States is required <p> <p><strong>REASONABLE ACCOMMODATION<strong> Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions<p>
Response Enterprise Infrastructure Manager, Sr-Site Reliability
Company: The PNC Financial Services Group
Location: Pittsburgh, PA
Posted Mar 15, 2024
<p><br ><b>Job Profile<b><br ><br ><p><p><p> <p><p> <p><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b><span><span><span><b>Position Overview<b><span><span><span><b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br ><p><p><p> <p><p> <p>At PNC our people are our greatest differentiator and competitive advantage in the markets we serve We are all united in delivering the best experience for our customers We work together each day to foster an inclusive workplace culture where all of our employees feel respected valued and have an opportunity to contribute to the companys success As an Response Infrastructure Manager Senior for the Site Reliability Center within PNCs Enterprise Technology amp Security organization you will be based within one of PNCs Technology and Innovation hub office locations Pittsburgh PA or Phoenix AZ Occasional travel required<br >The Site Reliability Center SRC was established to bring strong alignment between development and operations to drive continual improvement in our operating environment The SRC enables a 24x7 support model that integrates all infrastructure and application teams with primary focus on the Virtualization NAS and Backup Infrastructure to<br > Identify and permanently resolve events through Event Management<br > Identify and implement automation<br > Improve stability postrelease<br > Drive efficiencies and performance<br > Enable change and release management<br > Facilitate capacity management<br > Engineer reliability into the environment<br >This position is required to lead the Response Pillars for the SRC The role will be the leadership that will drive the SRC to help deliver against its Mission Must ensure the operational teams are addressing the incidents events escalations and dayday Stability that is required throughout the enterprise <br >Experienced leader of large technical groups operating in a 24x7 environment with experience managing large Network environments supporting applications with emphasis on Network products tools<br >Needed skills<br > Server Administration and troubleshooting in Linux and Windows as well as patching and basic scripting skills PowerShell Bash<br > Converged Solutions Experience in VCEUCP including VMWare versions 6 and above platform and network connectivity and patching understanding of current threat analysis and remediation trends alongside Powershell and Linux scripting skills<br > Storage CIFSNFS Linux and Windows scripting DPA reporting Avamar and Data Domain administration and solid understanding of Windows and Linux environments<br > Database OracleSQLMongo<br > Middleware Linux Windows WebSphere Apache IIS WebLogic and Tomcat<br > Mainframes JCL CICS SYSPLEX<br > Networking Strong understanding of the network protocols and OSI Model as well as Network+ Certification<br > Workflow and Knowledge Management ServiceNow<br > Collaboration Tools TrueSight Big Panda Jira and Confluence<br > Process Skilled and knowledgeable in ITSM proficiency in operations analytics methodologies to drive performance improvement eg Lean<br ><p><p><p> <p><p> <p><b>Job Description<b><p> <p><p> <p><p> <ul><li><span>Delivers productsservices in alignment with business needs and objectives Responsible for multiple teams or departments within the Enterprise Infrastructure function<span><li> <li><span>Leads infrastructure planning development strategiesinitiatives and product lifecycleservice orientation determines current and future enterprise infrastructure needs Oversees portfolioprogramproject management responsibilities Directs financial management and risk management capabilities<span><li> <li><span>Leads stable and secure environment incident management product healthpatching and the asset management lifecycle Communicates with vendors suppliers and executive management to ensure availability of infrastructure technologies and support<span><li> <li><span>Designs best practices for technology architecture and management<span><li> <li><span>Directs motivates develops and oversees the performance of the management team and key staff<span><li> <ul><p>PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be<p> <ul><li><b>Customer Focused<b> Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions<li> <li><b>Managing Risk<b> Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNCs Enterprise Risk Management Framework<li> <ul><p><span>PNC also has fundamental expectations of our people managers As a manager of talent in PNC you will be expected to<span><p> <ul><li><span><b>Include Intentionally<b> Cultivates diverse teams and inclusive workplaces to expand thinking<span><li> <li><span><b>Live the Values<b> Role models our values with transparency and courage<span><li> <li><span><b>Enable Change<b> Takes action to drive change and innovation that will transform our business<span><li> <li><span><b>Achieve Results<b> Takes personal ownership to deliver results Empowers and trusts others in decision making<span><li> <li><span><b>Develop the Best<b> Raises the bar with every talent decision and guides the achievement of all employees and customers<span><li> <ul><p><p> <p><p> <p><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b><span><span><span><b>Competencies<b><span><span><span><b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br ><p><p><p> <p><p> <p>Hardware Infrastructure Knowledge of and the ability to design implement and integrate IT hardware for its use in business environments<br ><p><p><p> <p><p> <p>Information Security Technologies Knowledge of technologies and technologybased solutions dealing with information security issues<br ><p><p><p> <p><p> <p>IT Architecture Knowledge of and ability to design and improve organizational IT structures and blueprints in order to better support business operations and efficiently achieve organizational objectives<br ><p><p><p> <p><p> <p>IT Environment Knowledge of an organizations IT purposes activities and standards ability to create an effective IT environment for business operations<br ><p><p><p> <p><p> <p>IT Industry Trends amp Directions Knowledge of and ability to analyze marketplace experiences developments and trends related to the function of Information Technology IT<br ><p><p><p> <p><p> <p>IT Service Management ITSM Knowledge of and the ability to utilize a variety of management skill sets and technical tools to ensure quality and high standards in IT services<br ><p><p><p> <p><p> <p>IT Standards Procedures amp Policies Knowledge of and the ability to utilize a variety of administrative skill sets and technical knowledge to manage organizational IT policies standards and procedures<br ><p><p><p> <p><p> <p>IT Systems Management Knowledge of and ability to utilize a variety of technical tools and techniques to guarantee service availability and ensure IT system performance<br ><p><p><p> <p><p> <p>System and Technology Integration Knowledge of the features and facilities of systems and the ability to integrate and communicate among applications databases and technology platforms<br ><p><p><p> <p><p> <p><b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b>Work Experience<b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b><br ><p><p><p> <p><p> <p>Roles at this level typically require a university college degree Higher level education such as a Masters degree PhD or certifications is desirable Industryrelevant experience is typically 8+ years At least 5 years of prior management experience is typically required Proven leadership experience with a moderate to large scope of responsibility is required In lieu of a degree a comparable combination of education job specific certifications and experience including military service may be considered<br ><p><p><p> <p><p> <p><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b><span><span><span><b>Education<b><span><span><span><b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><br ><p><p><p> <p><p> <p>Bachelors<br ><p><p><p> <p><p> <p><b>Additional Job Description<b><p> <p><p> <p><p> <p><p> <p><p> <p><b>Benefits<b><p> <div> <div> <div> <div> <div> <div> <div> <p>PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future Depending on your eligibility options for fulltime employees include medicalprescription drug coverage with a Health Savings Account feature dental and vision options employee and spousechild life insurance short and longterm disability protection maternity and parental leave paid holidays vacation days and occasional absence time 401k pension and stock purchase plans dependent care reimbursement account backup childelder care adoption assistance educational assistance and a robust wellness program with financial incentives To learn more about these and other programs including benefits for parttime employees visit pncbenefitscom gt New to PNC<p> <div> <div> <div> <div> <div> <div> <div> <p><p> <p><p> <p><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b>Disability Accommodations Statement<b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><p> <p><b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span>If an accommodation is required to participate in the application process please contact us via email at <span><span>AccommodationRequestpnccom<span><span> Please include accommodation request in the subject line title and be sure to include your name the job ID and your preferred method of contact in the body of the email Emails not related to accommodation requests will not receive responses Applicants may also call 8779687762 and select Option 4 Recruiting for accommodation assistance All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations<span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b><p> <p><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span>At PNC we foster an inclusive and accessible workplace We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions<span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><p> <p><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><b>Equal Employment Opportunity EEO<b><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><p> <p><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span>PNC provides equal employment opportunity to qualified persons regardless of race color sex religion national origin age sexual orientation gender identity disability veteran status or other categories protected by law<span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><span><p> <p><b>California Residents <b><p> <p><span>Refer to the <span>California Consumer Privacy Act Privacy Notice<span> to gain understanding of how PNC may use or disclose your personal information in our hiring practices<span><p>
Investor Specialist (Remote)
Company: Inspira Financial
Location: Chicago, IL
Posted Mar 15, 2024
<p>Take the next step in your journey at Inspira Financial You will help businesses and individuals thrive today tomorrow and into retirement Become part of a company that is people centric and client obsessed in every interaction a community of forwardthinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity Join us as we strengthen and simplify the health and wealth journey relentlessly pursuing better outcomes for all <strong>We believe in finding the best talent While some roles are based at one of our office locations remote roles can sit in any of the following states AL AZ FL GA IA IL IN MI MN MO NC NE PA SC TN TX UT VA and WV Remote status and role locations are subject to change Relocation is not provided<strong><br >Dont meet every single requirement Here at Inspira Financial we believe there is no perfect candidate and want to encourage applying even if all the requirements listed arent met Our goal is to build an authentic workplace by valuing diversity in our candidates We work to ensure that our team reflects the diversity of the businesses and clients we serve We are always looking to expand our growing team with dynamic and enthusiastic individuals If you enjoy a collaborative fun environment that champions career development Inspira Financial is the place for you We look forward to receiving your application Check out this Inspira Financial video to learn more about our company <br ><p><ul><li><strong>Training Schedule <strong>830 am CT to 5 pm CT subject to modification due to business needs<li> <li><strong>Regular Schedule <strong>fluctuates between 830 am CT to 5 pm CT and 930 am CT to 6 pm CT subject to modification due to business needs<li> <ul><p> <br ><strong>HOW YOU WILL SOAR <strong><br >The Investor Specialist is responsible for providing service and support to engaged individual clients as well as some institutional relationships such as introducing brokers Futures Commission Merchants and investment sponsors The Investor Specialist will work directly with a variety of clients to assist with new business inquiries account funding investment transactions account transfers distributions online assistance and managing the overall client experience with Inspira Financial The role also assumes the primary responsibility of interacting with all necessary internal Inspira departments to resolve client requests or answer any inquiries related to the investments held in the account<br ><p><ul><li>Serve as the primary point of contact for individual clients introducing brokers Futures Commission Merchants MAIN and Fund Sponsors<li> <li>Support and guide clients through the investment process consistent with applicable IRS rules and regulations<li> <li>Understand the new account distribution and investment process and be able to articulate the subject matter to all client bases<li> <li>Answer client inquiries regarding MTC products services and fees in a timely and accurate manner<li> <li>Manage incoming and outgoing communications including phone queues faxes and emails<li> <li>Maintain a professional approach to client service consistent with MTC protocol and service levels<li> <li>Provide educated answers with regard to IRA functions and Internal Revenue Service Code including prohibited transactions and complex investment scenarios<li> <li>Onboard New clients<li> <li>Meet and assist on site clients<li> <ul><p> <br ><strong>IF YOU HAVE SOME OR ALL OF THE FOLLOWING APPLY <strong><br ><p><ul><li>Bachelors degree in Business Finance Communications or minimum 3 years of experience in the financial services industry<li> <li>13 years of applicable experience<li> <li>Strong relationship and communication skills applied to both internal and external clients <li> <li>Excellent organizational skills technical acumen allowing the ability to multitask across systems <li> <li>Excellent verbal and written communication skills <li> <li>Expertise to proactively analyze and make quick sound decisions <li> <li>Ability to explain complex information clearly and simply <li> <li>Ability to solve complex issues both independently and in a collaborative team environment <li> <li>Strong computer aptitude with proficiencies in Salesforce Microsoft Outlook Excel and Word <li> <li>Being a selfstarter and the ability to work independently <li> <li>Ability to maintain the highest quality of service and professionalism <li> <li>Extensive knowledge of and experience with IRAs and IRS rules and regulations preferred <li> <li>Experience with Alternative InvestmentsPrivate Placements preferred <li> <ul><p> <br >Inspira Financial provides health wealth retirement and benefits solutions that strengthen and simplify the health and wealth journey With more than 7 million clients representing over $62 billion in assets Inspira works with thousands of employers plan sponsors recordkeepers TPAs and other institutional partners helping the people they care about plan save and invest for a brighter future Inspira relentlessly pursues better outcomes for all with our automatic rollover services health savings accounts emergency savings funds custody services and more Learn more at inspirafinancialcom <br >We have been recognized for our remarkable growth on lists such as Crains Fast 50 and Inc 5000 and for our outstanding workplace culture and benefits with Built Ins 2023 Best Places to Work and Gallaghers 2022 BestInClass Employer awards<p>
Application Manager
Company: Sumitomo Mitsui Financial Group, Inc.
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Mar 15, 2024
<p><b>ABOUT THE ORGANIZATION<b> <p> <p>SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962 Our scope is to serve the specialized needs of California middlemarket businesses manufacturers wholesalers distributors importers exporters and service companies including small businesses and professionals <p> <p>The anticipated salary range for this role is between $9500000 and $15500000 The specific salary offered to an applicant will be based on their individual qualifications experiences and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire The role may also be eligible for an annual discretionary incentive award In addition to cash compensation SMBC offers a competitive portfolio of benefits to its employees <p> <p>Our mission is to be the bank of choice for middle market and professional service companies by establishing long term customer relationships and loyalty providing superior products and services through a core of highly skilled and seasoned bankers <p> <p>To achieve our mission to be the bank of choice for middle market and professional services companies we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal high touch services of a smaller bank <p> <p>Specialties <p> <p>Commercial Loans and Lines of Credit AssetBased Financing SBA Loans and Specialized Financing Real Estate Loans Cash Management Services International Services <p> <p><strong>JOB SUMMARY<strong> <p> <p>The <b>IT Applications Manager<b> role is a key position in the IT Application Engineering and Support team As an IT Applications Manager you will lead a team that identifies implements and supports software solutions to optimize business operations You will collaborate with the business to ensure that the software solutions you manage align with the companys operational goals help drive desirable business outcomes and improve operational efficiency You are tactically responsible for implementing the vision and strategy provided by senior leadership <p> <p>The IT Application Manager directly supervises a team of application support and engineering staff The role may also spend a portion of time directly contributing to implementation of projects Additional responsibilities include supporting and communicating the technical and business direction shared by leadership as well as engaging with senior leadership and business stakeholder to ensure appropriate requirements scope and timelines are achieved with implementation projects <p> <p><strong>PRINCIPLE DUTIES amp RESPONSIBILITIES<strong> <p> <ul><li>Serve as the IT Owner of the commercial online banking amp mobile platform integrations APIs and its overall ecosystem including engineering enhancements releases and ongoing maintenancesupport<li> <li>Own all mobile and online banking enhancements upgrades and custom development<li> <li>Contribute strategically and tactically to evolving marketdriven customercentric products and product efforts to ensure stakeholders and management remain aware of the value proposition<li> <li>Lead technology research product selection and proof of concept processes where needed<li> <li>Stay abreast of new and innovative trends in software development on the web and mobile platforms<li> <li>Develop identify and document operational processes and procedures assist with run book implementations where there are gaps<li> <li>Oversee technical solutions to confirm business requirements are met adheare to methodology SDLC process and are compliant with the strategic architecture<li> <li>Integrate automation into manual processes<li> <li>Work with thirdparty application vendors on their roadmaps and any vulnerabilities<li> <li>Manages Application Support and Engineering team including employees and vendors <li> <li>Develop standards of excellence within the department and measure performance of staff against such measures<li> <li>Attends meetings with stakeholders to communicate the purpose and capabilities of the department to ensure effective interface with existing operations<li> <li>Interface with multiple stakeholders conflicting priorities communications ambiguous environment<li> <li>Develop new UI features<li> <li>Designs userfriendly interfaces navigation menus and digital layouts that ensure compatibility and usability across different browsers and devices<li> <li>Optimize application for maximum speed and scalability<li> <ul><p><strong>POSITION SPECIFICATION<strong> <p> <p><b>Education<b> <p> <ul><li>Bachelors degree in computer science Information Technology Management of Information Systems or significant years of technology field experience <li> <ul><p><b>Experience<b> <p> <ul><li>1015 years relevant application development work experience<li> <li>5+ years supervisory experience Manage large and multipe teams<li> <li>5+ years experience in an enterprise application and project implementation of online banking systems or its ecosystem<li> <li>5+ years of experience as a Software EngineerDeveloper<li> <ul><p><b>SkillsQualifications<b> <p> <ul><li>Leadership and technical skills required to drive the delivery of service excellence with internal and external delivery teams<li> <li>Hands on SDK to generate API integrations<li> <li>Proven decision making and problemsolving skill<li> <li>Demonstrated ability to interpret and translate technical andor or complex concepts into information meaningful to project team members andor business personnel<li> <li>Proven leadership abilities that promote growth and development of employees<li> <li>Ability to manage and prioritize multiple projects and objectives in a rapidly changing environment<li> <li>Good project management skills andor substantial exposure to projectbased work structures<li> <li>Experience in analyzing new technologies and system enhancements<li> <li>Experience with APIs Web Services REST SOAP is a plus<li> <li>Scrum or other agile experience is a plus<li> <li>Experience in leading the design development and maintenance of userfacing software applications UIUX development<li> <li>Experience with Microsoft endtoend Azure C NET Framework SQL Python and other scripting languages<li> <li>Experience with CICD tools like GitLab Jenkins SonarQube Artifactory<li> <li>Experience with log aggregation and monitoring tools like Splunk CloudWatch NewRelic etc<li> <li>Good understanding of cloud services like load balancers storage security groups virtual machines AWS andor Azure Certifications are an added advantage<li> <li>Good experience with containerization technologies Docker Kubernetes<li> <li>Experience in fullstack software development using technologies including Angular HTML or HTML5 CSS JavaScript JSON or XML Ajax SQL Java Python SpringFramework SOA or RESTful patterns JBoss or Wildfly JMS or Selenium<li> <ul><p><b>EOE STATEMENT<b> <p> <p>We are an equal employment opportunity employer All qualified applicants will receive consideration for employment without regard to race color religion gender national origin disability status protected veteran status or any other characteristic protected by law <p> <p><b>CCPA DISCLOSURE<b> <p> <p>Personal Information Collection Notice This notice contains information under the California Consumer Privacy Act CCPA about the categories of personal information PI of California residents that SMBC MANUBANK collects and the business or commercial purposes for which the PI may be used We do not sell PI More information about our collection and use of PI may be found in our CCPA Privacy Policy at httpswwwmanufacturersbankcomCCPAPrivacy Persons with disabilities may contact our Customer Contact Center tollfree at 877 5609812 to request the information in this Notice in an alternative format<p>
Css/Style Sheet Developer - Remote
Company: Donnelley Financial Solutions
Location: Remote
Posted Mar 15, 2024
<p>Donnelley Financial Solutions DFIN is a leader in risk and compliance solutions providing insightful technology industry expertise and data insights to clients across the globe Were here to help you make smarter decisions with insightful technology industry expertise and data insights at every stage of your business and investment lifecycles As markets fluctuate regulations evolve and technology advances were there And through it all we deliver confidence with the right solutions in moments that matter <p> <p><strong><b>Summary<b><strong> <p> <p>We are seeking a highly skilled and experienced Style Sheet Developer to join our team As a Style Sheet Developer you will play a critical role in creating and maintaining the style sheets used to produce highquality printed and electronic documents Your expertise in output and style sheet development including CSS as well as your familiarity with HTML and Perl scripting will ensure our documents meet the highest standards of precision and quality <p> <p><strong><b>Responsibilities<b><strong> <p> <ul><li>Style Sheet Development Create modify and maintain style sheets including CSS to ensure the accurate rendering of content in various publications Develop style rules and templates for text formatting pagination and layout<li> <li>XML Markup Work with XML content ensuring that it is structured correctly and tagged appropriately to align with the style sheet including CSS requirements<li> <li>CSS Development Develop and apply CSS styles to enhance the visual presentation of digital publications ensuring consistency and responsiveness across different devices and screen sizes<li> <li>HTML Integration Integrate HTML elements and web content into documents when necessary ensuring a seamless blend of print and digital publishing<li> <li>Perl Scripting Utilize Perl scripting skills to automate repetitive tasks and enhance the efficiency of the XPP workflow<li> <li>Collaboration Collaborate with content authors editors and production teams to understand publishing requirements and translate them into effective style sheet including CSS solutions<li> <li>Quality Assurance Perform thorough quality checks to ensure that the output documents both print and digital meet the required standards for accuracy formatting and layout<li> <li>Troubleshooting Identify and resolve issues related to style sheet rendering including CSS XML markup layout HTML and Perl scripting to maintain a smooth production process<li> <li>Optimization Continuously seek ways to improve and optimize style sheets including CSS HTML integration and Perl scripting for efficiency and consistency across different types of documents and digital platforms<li> <li>Documentation Maintain clear and comprehensive documentation for style sheet including CSS HTML and Perl scripting rules and procedures to support team members and future projects<li> <li>Stay Updated Stay informed about industry trends best practices and emerging technologies in publishing typesetting web design and Perl scripting and apply this knowledge to improve the XPP workflow<li> <ul><p><strong><b>Qualifications <b><strong> <p> <ul><li>Bachelors degree in Computer Science Information Technology or a related field or equivalent experience<li> <li>Strong background in XML XSLT and converting HTML to print PDF<li> <li>Proven experience in style sheet including CSS development with a strong portfolio demonstrating your work<li> <li>Indepth knowledge of XML DTDs and XSLT transformations<li> <li>Proficiency in CSS software and its advanced typesetting capabilities<li> <li>Strong attention to detail and commitment to producing highquality documents both in print and digital formats<li> <li>Proficiency in CSS for web design and digital publication styling<li> <li>Familiarity with HTML for web content integration<li> <li>Proficiency in Perl scripting for automation and process enhancement<li> <li>Problemsolving skills to troubleshoot and resolve style sheet including CSS HTML and Perl scripting issues<li> <li>Excellent communication and collaboration skills to work effectively with crossfunctional teams<li> <li>Ability to manage multiple projects simultaneously and meet tight deadlines<li> <li>Familiarity with automation and integration solutions in publishing workflows is a plus<li> <ul><p>It is the policy of Donnelley Financial Solutions to select place and manage all its employees without discrimination based on race color national origin gender age religion actual or perceived disability veterans status actual or perceived sexual orientation genetic information or any other protected status <p> <p>If you are a qualified individual with a disability or a disabled veteran you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobsdfinsolutionscom as a result of your disability You can request a reasonable accommodation by sending an email to Accommodationsdfinsolutionscom BIRemote<p>
Software Engineer - QA (Remote)
Company: Sumitomo Mitsui Financial Group, Inc.
Location: Remote
Posted Mar 15, 2024
<p>Join us on our mission to create a completely new 100 digital bank that truly serves customers best interests We are a closeknit and funloving team of seasoned financial services professionals who came together for the challenge of building a bank from scratch and we are committed to doing it all the right way from technology infrastructure to modern marketing to customer experience <p> <p>The anticipated salary range for this role is between $7800000 and $14500000 The specific salary offered to an applicant will be based on their individual qualifications experiences and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire The role may also be eligible for an annual discretionary incentive award In addition to cash compensation SMBC offers a competitive portfolio of benefits to its employees <p> <p>We work with the flexibility and speed of a startup But we also have significant stability and capital from being part of the SMBC Group Sumitomo Mitsui Banking Corporation SMBC is the second largest bank in Japan and the 12th largest bank in the world with operations in over forty countries And SMBC is committed to disrupting the US marketplace with groundbreaking products <p> <p>It is the best of both worlds and we are seeking proven marketing leaders to propel us towards a national launch We have both the ambitious growth plans and the patient capital necessary to execute a multiyear plan Join us on the journey to deliver an exciting concept of evolved banking <p> <p><strong>SUMMARY<strong> <p> <p>We are looking for a Software Engineer QA Test who has a leadership ability to conduct and manage manual testing on both functional and nonfunctional system components the selected Engineer will be responsible to design and develop test plans test strategies manual test cases perform manual test execution report defects Parallelly the Engineer will also facilitate as a point of contact SME to the test automation team as well Focus areas include <p> <ul><li> Core Banking Experience<li> <li>Test Strategy Design and Development<li> <li>Test Case Design and Development using Functional and Nonfunctional requirements<li> <li>Handson experience in using Xray as a defect management tool in JIRA<li> <li>Hands on experience on Web and Mobile Testing<li> <li>Handson experience and understanding on test automation using Selenium Java BDD <li> <li>Solid handson data SQL data bases and data extract testing<li> <li>Strong manual testing experience on API validation using API tools like Postman or Rest Assured<li> <li>Strong understanding in establishing issue traceability in JIRA<li> <li>Should be able to produce comprehensive test reports to report to the management<li> <li>Develop collaborate improve implement maintain and support testing processes<li> <li>Ability to build communication plans test plans workflows and procedures as required<li> <ul><p><strong>PRINCIPAL DUTIES AND RESPONSIBILITIES<strong> <p> <ul><li>Work closely with the project stake holders business and the project management team to gather requirements and develop feasible and comprehensive test strategies <li> <li>Design and execute test cases for functional and nonfunctional requirements of the retail banking application and integrated systems<li> <li>Contribute to the test automation team for the purposes of developing testing scripts as well as facilitate ongoing test automation effort with the required support <li> <li>Identify report and track defects in the application and integrated systems<li> <li>Collaborate with crossfunctional teams to ensure that the application and integrated systems are tested thoroughly and meet the business requirements<li> <li>Create and maintain test plans test cases and test scripts for regression testing using Xray in Jira<li> <li>Collaborate with crossfunctional teams to identify and prioritize test cases for automation<li> <li>Analyze test results to provide actionable feedback to development teams<li> <li>Participate in Agile ceremonies and provide input on testing strategy and test planning<li> <li>Develop and maintain test data for the application and integrated systems<li> <li>Analyze test results and provide feedback to the development team for improving the application and integrated systems<li> <li>Work with the project team to ensure that the application and integrated systems are delivered on time and within budget<li> <li>Identify defects as well as analyzing them to identify root causes and categorize software defects prior to escalation<li> <li>Work with other automation developers andor other testers and provide support as required <li> <li>Compile and evaluate test results for areas of correction and improvements as well as opportunities for increased test coverage<li> <li>Strong analytical and problemsolving skills<li> <li>Good written oral and presentation skills and ability to communicate complex concepts and ability to thrive in a deadline driven stressful project environment<li> <li>Develop test cases based on functional and nonfunctional requirements <li> <li>Perform testing on data extracts data sources like GCP <li> <li>Report to the Test Manager and provide detailed test results which assess the quality of the applicationsystem under test <li> <ul><p><strong>POSITIONS SPECIFICATIONS<strong> <p> <ul><li>Bachelors degree in Computer Science Computer Engineering Information Technology or a related field and three years of progressive postbaccalaureate experience in software engineering as a Software Quality Assurance Tester or Analyst or related role <li> <li>24 years of experience in Software testing automation using Selenium Java BDD<li> <li>24 years experience on contributing towards leadership level engagements <li> <li>Solid skills in testing API using tools like Rest Assured Postman for API tests<li> <li>Participate in daily status meetings and provide comprehensive updates on progress <li> <ul><p>Preferred <p> <ul><li>Certifications in Software Quality Assurance or Software Testing<li> <ul><p><b>EOE STATEMENT<b> <p> <p>We are an equal employment opportunity employer All qualified applicants will receive consideration for employment without regard to race color religion gender national origin disability status protected veteran status or any other characteristic protected by law <p> <p><b>CCPA DISCLOSURE<b> <p> <p>Personal Information Collection Notice This notice contains information under the California Consumer Privacy Act CCPA about the categories of personal information PI of California residents that Manufacturers Bank collects and the business or commercial purposes for which the PI may be used We do not sell PI More information about our collection and use of PI may be found in our CCPA Privacy Policy at httpswwwmanufacturersbankcomCCPAPrivacy Persons with disabilities may contact our Customer Contact Center tollfree at 877 5609812 to request the information in this Notice in an alternative format<p>