Retirement Plan Jobs in Tucson, AZ
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Operations Manager - ALC Arizona
Company: Carrier
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 26, 2024
<p><b>Country <b> <p> <p>United States of America <p> <p><b>Location <b> <p> <p>CAA11 ALC West AZ 4615 South 33rd Place Phoenix AZ 85040 USA <p> <p>Carrier is the leading global provider of healthy safe and sustainable building and cold chain solutions with a worldclass diverse workforce with business segments covering HVAC refrigeration and fire and security We make modern life possible by delivering safer smarter and more sustainable services that make a difference to people and our planet while revolutionizing industry trends This is why we come to work every day Join us and we can make a difference together <p> <p>Automated Logic Corporation ALC provides innovative buildingmanagement solutions that maximize energy efficiency and sustainable building operation while ensuring comfort Its intuitive products control and monitor building functions such as heating air conditioning and lighting for commercial office education health care government and data center markets through a global network of independent dealers and North American branch offices Automated Logic is a part of Carrier Global Corporation the leading global provider of healthy safe and sustainable building and cold chain solutions <p> <p><b>Key Responsibilities<b> <p> <ul><li>Lead Operations for ALC Arizona<li> <li>Manage projects following project processes and where applicable provide direction to assisting Project Engineers<li> <li>Leads and directs daytoday operational teams to meet and exceed planned deliverables with a high level of multitasking Ensuring Automated Logic meets or exceeds customer and sales goal expectations<li> <li>Responsible for operations plan achievement of assigned geographic area<li> <li>Direct revenue forecasting activities and set performance standards in alignment with assigned objectives<li> <li>Partner with Sales Manager to develop business strategies for new business and maintain existing business<li> <li>Collaborate with other areas and nationally based operations leaders to leverage best practices and achieve company objectives around execution <li> <li>Recruits Project Managers System Specialist Supervisors Systems Specialists and Associate Project Managers with the appropriate skills and competencies to meet the needs of the Branch<li> <li>Reallocate resources to improve overall results as needed<li> <li>Promotes and supports project managers in securing change orders for outofscope work<li> <li>Ensure the operations team receives coaching and training on the project management techniques that will help them achieve their targets<li> <li>Ensure the establishment and development of professional relationships with strategic prospects for better understanding and meeting the customer needs within the bounds of contracted scope<li> <li>Support sales team in analyzing bid opportunities through review of contract documents drawings and specifications to support estimation accuracy<li> <li>Conduct regular ride along sessions with employees to coach mentor and meet with key clients to assist with building and strengthening relationships<li> <li>Responsible for administering communicating and complying with all company policies and procedures whether formally or informally communicated<li> <ul><p><b>Required Qualifications<b> <p> <ul><li>High School diploma or GED<li> <li>5+ years Project Management Experience<li> <li>5+ years of experience in Operations management in the Building Construction Industry<li> <li>Must have a valid Drivers License<li> <ul><p><b>Preferred Qualifications<b> <p> <ul><li>Bachelors degree in Construction Civil Mechanical Electrical Engineering Construction Management Business Management or related field<li> <li>MS Office 365 Suite Word Excel Outlook MS Project MS Teams and OneDrive<li> <li>PMP Certification<li> <li>Ability to lead and motivate teams<li> <li>Strong problemsolving planning and project management skills<li> <li>Demonstrated knowledge of project financial reporting<li> <ul><p><b><b>Carrier is An Equal OpportunityAffirmative 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<b><b> <p> <p><b>Job Applicants Privacy Notice<b> <p> <p>Click on this link to read the Job Applicants Privacy Notice<p>
Manager Total Rewards
Company: Republic Services
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 25, 2024
Republic Services, Inc. is a leading environmental services company with a strong commitment to sustainability and decarbonization. The company operates across North America, serving 13 million customers and generating $14.9 billion in revenue in 2023. Republic Services' strategy focuses on profitable growth through recycling and waste, environmental solutions, and sustainability innovation. The company's recent innovations include the Republic Services Polymer Center and Blue Polymers joint venture, as well as advancements in landfill gas-to-energy projects. The company has received numerous recognitions for its sustainability efforts. The Manager, Total Rewards position involves managing and administering company-wide employee benefits and compensation programs, ensuring compliance with regulations, and developing benefits communication strategies.
Social Responsibility Program Manager II
Company: Desert Financial Credit Union
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 28, 2024
<p>The Social Responsibility Program Manager II is responsible for recommending and executing social impact activities by engaging the Passion to Help of our team members related to random acts of kindness and teacher appreciation initiatives employee engagement volunteering dollars for doers volunteer time off and special projects and corporate giving causerelated event sponsorships and special projects as assigned This role focuses on key programs and initiatives that advance Desert Financial Credit Union and its subsidiaries performance and recognition as a responsible corporate citizen within its social impact priorities of Education amp Workforce Development Financial Wellness Health amp Wellness Hunger amp Food Insecurity Housing amp Homelessness amp Youth Development <p> <p><strong>What you will do here<strong> <p> <p>Programs Project and Event Management <p> <p>Plan lead and manage the execution of existing medium and largesized programs events and activities for employees leaders and local community in collaboration with other Program Managers and Coordinators <p> <p>Design and implement the enhancement of existing social impact programs projects and events by working collaboratively with all stakeholders to ensure alignment with the credit unions social impact priorities <p> <p>Support the development of communications content production and purchasing of collateral to support timely program execution in collaboration with the Communications Program Manager Marketing and Purchasing teams <p> <p>Support grand openings and statewide expansion in alignment with corporate strategy including identification of nonprofits <p> <p>Lead Foundation Scholarships application process in alignment with our education priority as designated by the Desert Financial Foundation Board <p> <p>Develop coordinate and execute sustainable fundraising initiatives including internal and external solicitation and donor cultivation <p> <p>Annually draft grant recommendations solicit inviteonly interest form determine nonprofits that move on to full grant application review and score applicants with the committee share receipt of award with nonprofits develop recognition events with leadership <p> <p>Monthly review charitable event submissions and execute approved event deliverables such as program advertisements guest invites and talking points for speaking engagements <p> <p>Lead governance and compliance activities for Desert Financial Foundation <p> <p>Relationship Cultivation and Communication <p> <p>Build strong employee engagement elements by working with internal stakeholders and leaders to continue to build an internal ecosystem of volunteering <p> <p>Serve as a mentor coach and projectbased supervisor for the Volunteer Captains committee members and team Coordinators <p> <p>Lead manage and inspire a crossfunctional team of internal volunteers for multiple programs including recruitment training evaluation and volunteer appreciation <p> <p>Serve as a primary contact to coordinate with beneficiaries regarding project plans and ensuring compliance with contest rules <p> <p>Maintain stakeholder relationships with internal team members nonprofit organizations and Foundation Board Members <p> <p>Reporting amp Budgeting <p> <p>Collaborate on program budgets and then successfully administer and operate within that approved budget to optimize financial efficiency <p> <p>Provide data for monthly reporting and budgeting to successfully communicate the impact of programs internally and externally <p> <p>Other duties as assigned <p> <p><strong>What you will need<strong> <p> <p>High School Diploma or GED <strong>required<strong> <p> <p>Bachelors degree in Community or Public Relations Social Work SociologySocial Science Marketing Business or related field <strong>preferred<strong> or Equivalent combination of education and experience <strong>required<strong> <p> <p>4+ years of Program Management experience <strong>required<strong> <p> <p>4+ years of Community Relations Social Responsibility or related experience <strong>required<strong> <p> <p>Budget Planning experience <strong>required<strong> <p> <p>Strong written and verbal communication skills and strong presentation skills Ability to communicate and make effective presentations to internal and external leadersbusiness partners and external audiences represents the department across all levels of the business <strong>required<strong> <p> <p>Good timemanagement skills Ability to work efficiently in pressure situations and demonstrate a highlevel of flexibility in a rapidly changing environment and handling multiple assignmentsprojects simultaneously to meet deadlines <strong>required<strong> <p> <p>Demonstrated ability to develop positive relationships and lead through influence with internal and external partners and prioritize action and results <strong>required<strong> <p> <p>Good Project management skills with demonstrated ability to support concurrent projects while ensuring successful completion <strong>required<strong> <p> <p>Demonstrated expertise planning and successfully executing medium to largesized events independently with ability to stay calm and organized while managing details<strong>required<strong> <p> <p>Strong budget management experience demonstrating the ability to effectively plan recommend and adhere to approved program and event budgets <strong>required<strong> <p> <p>Strong critical thinking and decisionmaking skills with the ability to analyze complex issues evaluate multiple options and make wellinformed decisions <strong>required<strong> <p> <p>Strong reporting skills with the ability to generate accurate and concise reports including financial and performance analysis <strong>required<strong> <p> <p>Proficiency with MS Office Suite Outlook Word Excel PowerPoint <strong>required<strong> <p> <p>Ability to travel up to 20 and provides support and oversight in a high volume of community activities and events that occur outside of traditional work hours <strong>required<strong> <p> <p>Valid Arizona driver license Motor vehicle record will be screened and the incumbent must meet Company guidelines <strong>required<strong> <p> <p>We are proud to be an EEOAA employer MFDV We maintain a drugfree workplace and perform preemployment substance abuse testing <p> <p>For additional information about our organization careers and benefits visit httpwwwdesertfinancialcomcareers<p>
Data Analyst
Company: Frequence
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 26, 2024
Frequence is a fast-growing ad tech platform for media companies, seeking a Data Analyst. The role involves extracting, wrangling, organizing, and analyzing media buying performance data using tools like Python, MySQL, Excel, and Tableau. The ideal candidate should have 1-3 years of experience in a data analyst position, strong SQL, Excel, and Tableau skills, and a degree in a quantitative field. The compensation range is $65,000-$100,000. Frequence is a Great Place to Work with a people-first culture and industry-leading benefits.
Learning and Development Supervisor
Company: Upgrade, Inc.
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 27, 2024
Upgrade, a rapidly growing fintech company, is seeking a Learning and Development Supervisor for its Phoenix Call Center. The role involves designing, implementing, and evaluating training programs, providing ongoing coaching, and monitoring performance. The company offers competitive compensation, comprehensive benefits, and opportunities for professional growth. Upgrade is recognized as a top workplace and is committed to diversity and inclusion.
Vice President of Procurement, Supply Chain
Company: Lessen LLC
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 28, 2024
<p>Lessen is one of the fastest growing companies in the real estate services industry Our proprietary technology platform provides clients with portfolio dashboards the ability to review and approve project estimates check in on project progress in real time and pay vendors all in one place But we arent just a tech company We are also a property service delivery company offering renovations turns and maintenance to residential and commercial clients Lessen recently acquired SMS Assist an industryleading facilities maintenance technology and delivery company The new combined national footprint will serve more than 250000 properties facilitate approximately 25 million repair and maintenance orders and complete nearly 20000 renovation and turn projects per year Lessen has quickly evolved from exciting startup to valued partner delivering scalable and turnkey property services to our clients<p> <p><br ><p> <p><b>Job Summary<b><p> <p>Responsible for managing and coordinating procurement and sourcing activities including fulfillment warehouse strategy and execution fleet car management negotiated material prices and driving cost savings through strategic partnerships and preferred vendors and category strategy Optimizes the supply chain through systematic support and ensures that purchase and procurement of goods support quality cost inventoryfield operations and service level to our customersclients and vendors<p> <p><b>What Youll Do<b> <p><ul><li>Responsible for all procurement and sourcing activities to support Residential MFR SFR RampM and Commercial<li> <li>Manage supplier relationships including negotiations on all conflicts questions prices deliveries andor specifications<li> <li>Manage compliance to agreements and scopes on a national and local level <li> <li>Manage and execute contract agreements to Lessens supplier management business processes and sourcing guidelines <li> <li>Collaborate with Product Technology Operations Account Management Lessen Direct and Sales teams to drive operational efficiencies and execute the companys strategy <li> <li>Evaluate the timely adjustment of procurement strategy and plans to meet changing economic and competitive conditions <li> <li>Responsible for account category spending achievement contract compliance and rebate capture<li> <li>Responsible for managing the marketplace one Source with the Purchasing Platform partner<li> <li>Manage fleet and warehouses for Lessens needs<li> <p><br ><p> <p><b>Management Responsibilities<b><p> <li>Ensures appropriate staffing to meet department needs Utilizes recruiting and selection toolsprocesses to build organizational talent Delegates work according to employees abilities and skills Evaluates employees performance and plans for compensation actions in accordance with that performance<li> <li>Provides developmental opportunities through identification of internal and external training opportunities <li> <li>Creates opportunities for employee growth Provides continuous coaching with regard to functional and leadership standards technical skills and behaviors<li> <p><br ><p> <ul><p><b>What Youll Need<b> <p><ul><li> Bachelors Degree in Supply Chain Management Construction Business Architecture Engineering or equivalent ISCM accreditation <li> <li>New home construction or SFR and MFR procurement experience<li> <li>Minimum of 10 years at a supervisory level of strategic sourcing directormanager level business acumen including the interpretation of income statements balance sheets and cost structures <li> <li>Purchasing and supply chain experience <li> <li>Management experience <li> <li>Ability to negotiate in a costtransparent environment and achieve should or target cost<li> <li>Ability to develop and improve vendor partnerships <li> <li>Construction knowledge <li> <li>Ability to lead change in a continuous improvement environment <li> <li>Purchasing expertise and ability to positively influence and lead others outside of Supply Chain and Procurement team<li> <ul><p> <p><p><span>Why Lessen<span><p> <p> Competitive compensation<p> <p> Dental Vision Life Disability options<p> <p> 401K retirement savings plan<p> <p> Paid vacation federal and floating holidays<p> <p> MaternityPaternity Pay<p> <p> Career advancement opportunities<p> <p> All the tools youll need to be successful<p> <p><br ><p> <p><i>Lessen is intentional about attracting developing and retaining amazing talent from diverse backgrounds Were looking for teammates that are enthusiastic empathetic curious motivated reliable and will help us amplify the positive amp inclusive culture weve been building Lessen 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 protected veteran or disabled status or genetic information <i><p> <p><p>
Lead Java AWS Developer
Company: American Express Global Business Travel
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 26, 2024
Amex GBT offers a positive work environment with a focus on travel as a force for good. The company is undergoing an exciting transformation, driven by a team of high performers. They are seeking a Java developer with AWS experience for a hybrid position in Arizona. The role involves designing, developing, and maintaining scalable applications on AWS infrastructure, implementing CI/CD pipelines, and containerizing applications using Docker and Kubernetes. The company values diversity, equity, and inclusion, and offers flexible benefits, travel perks, and opportunities for professional development.
Engineer - Full Stack
Company: American Express
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 25, 2024
American Express is seeking skilled Software Engineers with 1-3 years of experience in Java, React, Redux, Node.js, and Spring/Spring boot. The role involves designing, developing, and maintaining software systems, participating in code reviews, and automating deployments. The company offers competitive benefits, including a flexible working model, comprehensive health insurance, and career development opportunities. The salary range is $85,000 to $150,000 annually.
Marketing Manager - Residential
Company: Lessen LLC
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 28, 2024
<p>Lessen is one of the fastest growing companies in the real estate services industry Our proprietary technology platform provides clients with portfolio dashboards the ability to review and approve project estimates check in on project progress in real time and pay vendors all in one place But we arent just a tech company We are also a property service delivery company offering renovations turns and maintenance to residential and commercial clients Lessen recently acquired SMS Assist an industryleading facilities maintenance technology and delivery company The new combined national footprint will serve more than 250000 properties facilitate approximately 25 million repair and maintenance orders and complete nearly 20000 renovation and turn projects per year Lessen has quickly evolved from exciting startup to valued partner delivering scalable and turnkey property services to our clients<p> <p><br ><p> <p><span>The Marketing Manager will support the development and execution of multichannel marketing strategies underlying tactics and develop content needed to drive awareness and engagement across various verticals assisting our Director of Marketing and marketing team The Marketing Manager will also provide direct support and sales enablement for our inside and field sales teams including supporting ondemand collateral development such as custom pitch presentations developing key messaging supporting the development of thought leadership articles trade show execution and helping to manage key marketing programs Strong project and program management skills are essential as is a proven track record developing marketing content to support brand development and demand generation campaigns<span><p> <p><b>What Youll Do <b> <p><ul><li>Identify and produce materials to support client acquisition retention and growth and support the overall goals of the business<li> <li> Oversee multiple marketing projects executing deliverables on time with quality and on budget providing input and execution advice on strategies to optimize messaging and delivering on campaignproject performance<li> <li>Provide ondemand support to Sales working with other marketing and agency partners as needed to deliver timely collateral support while maintaining brand guidelines<li> <li>Oversee residential content for our social channels including working with our PR firm to manage the messaging and posting schedule<li> <li>Collaborate with the marketing team to develop and execute initiatives to build awareness supporting nurture and development of strategic accounts as part of a multitiered ABM strategy<li> <li>Create manage and deploy email campaigns utilizing HubSpot and Salesforce Marketing Hub ensuring proper distribution conducting AB testing and working with our demand generation manager to evaluate and report on performance and optimize results<li> <li>Work with the Director of Residential Marketing to ensure appropriate tracking and timely execution of activities within our workflow management tool<li> <li>Support event and engagement strategy and execution encompassing virtual and inperson opportunities including but not limited to trade shows thought leadership conferences sponsorships and hosted events defining goals success metrics and ROI<li> <li>Perform adhoc projects and other duties as assigned<li> <li>Limited travel is expected primarily to support marketing events and to participate in team meetings at our Chicago or Scottsdale AZ offices<li> <ul><p><b>Role Specific Skills<b> <p><ul><li>Knowledge of Salesforce marketing hub and HubSpot required<li> <li>Very strong creative writing ability<li> <li>Collateral and presentation development skills including advanced PPT Word and Excel<li> <li>Understanding and ability to use Adobe Creative Suite not required but preferred<li> <li>Experience utilizing a workflow and project management tool eg Wrike Asana Monday Trello<li> <li>Ability to manage multiple details deadlines and demands under pressure<li> <li>Selfstarter who goes the extra mile and brings fresh exciting ideas to the table<li> <li>Experience supporting sales teams including familiarity with buyer journey and sales cycle<li> <li>Highly collaborative positive and energetic<li> <ul><p><b>You Should Have<b> <p><ul><li>Bachelors degree in communications public relations marketing business or related field required<li> <li>510 years minimum progressive marketing experience<li> <li>Proven track record of executing effective marketing programs for B2B companies<li> <ul><p><b>Other Relevant Qualifications<b> <p><ul><li>Familiarity with the real estate property managementmaintenance industry strongly preferred but not required<li> <li>Knowledge of B2B largeticket sales cycles<li> <p><br ><p> <p><br ><p> <ul><p> <p><p><span>Why Lessen<span><p> <p> Competitive compensation<p> <p> Dental Vision Life Disability options<p> <p> 401K retirement savings plan<p> <p> Paid vacation federal and floating holidays<p> <p> MaternityPaternity Pay<p> <p> Career advancement opportunities<p> <p> All the tools youll need to be successful<p> <p><br ><p> <p><i>Lessen is intentional about attracting developing and retaining amazing talent from diverse backgrounds Were looking for teammates that are enthusiastic empathetic curious motivated reliable and will help us amplify the positive amp inclusive culture weve been building Lessen 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 protected veteran or disabled status or genetic information <i><p> <p><p>
Senior Analyst, Financial Planning and Analysis
Company: Arevon Energy, Inc.
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 26, 2024
Arevon Energy, Inc., a leading independent producer of utility-scale renewable power, is seeking a Senior Analyst, Financial, Analysis & Planning. The role involves budgeting, forecasting, decision support, and developing financial models. The ideal candidate will have 2-4 years of experience in the renewable energy industry, utilities sector, or banking, with a superior academic background. The company is committed to diversity, equity, and inclusion, and is backed by institutional investors focused on sustainability investments.
Cash Management Specialist
Company: Valon
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 25, 2024
Valon is a company dedicated to enhancing the homeownership experience through technology. They are seeking an experienced Cash Management Specialist to handle various transaction-related activities, ensuring timely and accurate processing of funds. The role involves working closely with other departments, conducting research, and processing payoff funds. Valon offers competitive compensation, comprehensive benefits, and a supportive work environment.
Sr. Manager, Inside Sales
Company: Edelman Financial Engines
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Apr 26, 2024
<p><strong>Description<strong> <p> <p><b> Sr Manager Inside Sales Team Phoenix AZ<b> <p> <p>At Edelman Financial Engines EFE we believe everyone deserves to move their financial life forward <p> <p>We know that assets have the power to fund goals Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow Our clients trust us to guide them forward with compassion integrity and invention We uphold that same standard of respect and dedication for clients and colleagues alike <p> <p>Founded on the idea that financial education is a fundamental right for everyone Edelman Financial Engines continues to grow and challenge the status quo Were moving forward together If our passionate dedication inspires you we invite you to consider joining our team <p> <p>As a Sr Manager on the Client Discovery Team youll play a pivotal role by leading an inside sales team that engages with prospective clients through a consultative dialogue and generates enthusiasm to meet with our financial planners This is a critical team for our Wealth Planning Services growth strategy which will require expertise in the ability to lead an impactful team collaborate with internal business partners and drive meaningful results <p> <p>In addition to an earnest desire to help people we are looking for the ideal candidate to complement the teams existing talents For this Sr Manager role we are seeking a candidate with a strong eye for business in financial services and contact center management including team supervision and development performance measurements workforce management call quality and operational processes If you are goaloriented persuasive confident and able to build strong client relationships this may be an opportunity for you <p> <p><strong><b>Responsibilities<b><strong> <p> <ul><li>Motivates team to reach prospect contact and conversion targets optimize lead flow coverage and effectiveness and meet campaign objectives<li> <li>Serves as a guide in EFE value proposition services and client solutions leads team to continuously build knowledge<li> <li>Coaches and motivates a team of associates to deliver the EFE value proposition products and services listens to call interactions performs sides by sides and conducts regular coaching sessions to provide timely feedback which drives improvements in effectiveness productivity and business outcomes<li> <li>Ensures individuals and team meets or exceeds performance targets consistently drives team to raise performance leverages data to monitor associate effectiveness and efficiency rewards strong performance and invests in coaching to correct negative trends or skill gaps identified<li> <li>Collaborates with business partners in marketing and wealth planning to deliver a great prospect experience and optimize existing processes to drive enhanced conversion rates<li> <ul><p><strong><b>Requirements <b><strong> <p> <ul><li>Bachelors Degree business or financial discipline preferred<li> <li>7+ years experience in a salesbased contact center environment<li> <li>3+ years experience in direct supervisory experience and sales leadership<li> <li>Strong interpersonal skills and experience leveraging emotional intelligence<li> <li>Passionate about coaching amp people development to achieve sales targets<li> <li>Proven ability to analyze performance data for team development and sales funnel optimization<li> <li>Demonstrated capability to attract develop and retain staff<li> <ul><p><strong><b>About Edelman Financial Engines<b><strong> <p> <p>Since 1986 Edelman Financial Engines has been committed to always acting in the best interests of our clients We were founded on the belief that all investors not just the wealthy deserve access to personal comprehensive financial planning and investment advice Today we are Americas top independent financial planning and investment advisory firm recognized by Barrons 1 with 145+ offices 2 across the country and entrusted by 13 million clients to manage more than $245 billion in assets3 <p> <p>Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner Every clients situation and goals are unique and the powerful fusion of hightech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves <p> <p>For more information please visit EdelmanFinancialEnginescom <p> <p>© 2023 Edelman Financial Engines LLC Edelman Financial Engines® is a registered trademark of Edelman Financial Engines LLC All advisory services provided by Financial Engines Advisors LLC a federally registered investment advisor Results are not guaranteed See EdelmanFinancialEnginescompatentinformation for patent information AM2789819 <p> <p>For California residents please see the link for the Privacy Notice for Candidates California law requires that we provide you this notice about the collection and use of your personal information Please read it carefully <p> <p>Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race color religion creed sex gender identity or expression sexual orientation pregnancy marital domestic partner or civil union status national origin citizenship ancestry ethnic heritage genetic information age legally recognized disability military service or veteran status <p> <p>Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process If you need assistance to accommodate a disability you may request one at any time by either contacting your recruiter or email protected <p> <p>1 The Barrons 2023 Top 100 RIA Firms list an eightyear annual ranking of independent advisory firms is qualitative and quantitative including assets managed by the firms technology spending staff diversity succession planning and other metrics Firms elect to participate but do not pay to be included in the ranking Investor experience and returns are not considered <p> <p>2 Edelman Financial Engines data as of Dec 31 2022 <p> <p>3 Edelman Financial Engines data as of Sep 30 2023<p>