{ "count" : 34119, "data" : [ { "id" : "6a2cea1374d8ee00a0a6fbe0", "title" : "Analyst, Structured Finance", "company" : "Aypa Power", "industry" : "Climate Tech", "salary" : { "min" : 75000.0, "max" : 95000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Analyst in Climate Tech in Austin, TX, adjusted for company size and industry." }, "location" : "Austin, Texas, United States", "locations" : [ "Austin", "Texas", "United States" ], "timestamp" : "2026-06-16T00:43:30.213", "fingerprint" : "529e794414f66018726085b88daa7069fbd662b45cd040e64b4b0a429c2fade2", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/aypapower/jobs/5131713008", "externalId" : "5131713008", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Austin", "state" : "Texas", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "30.2711286,-97.7436995" }, { "city" : "Salt Lake City", "state" : "Utah", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "40.7596198,-111.8867970" } ], "locationText" : "Austin, Texas, United States; Salt Lake City, Utah, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 0, "experienceMaxYears" : 2, "technicalSkills" : "MS Excel", "professionalSkills" : [ "Financial modeling", "Financial due diligence", "Project financing", "Debt origination", "Document review", "Strategic financial decisions", "Corporate valuation", "Financial performance analysis", "Process improvements", "Compliance initiatives", "Investment strategies" ], "hardSkillsList" : [ "Quantitative support", "Sensitivity analyses", "Financial structuring" ], "hardSkills" : [ { "name" : "Quantitative support", "level" : "intermediate" }, { "name" : "Sensitivity analyses", "level" : "intermediate" }, { "name" : "Financial structuring", "level" : "intermediate" } ], "majorSkills" : "Structured Finance, Financial modeling, Quantitative analysis", "majorSkillsList" : [ "Structured Finance", "Financial modeling", "Quantitative analysis" ], "coreResponsibilities" : "Assist in developing financial models, Maintain financial models, Review financial models, Conduct sensitivity analyses, Report impact on business models, Provide support in financial due diligence, Provide support in analysis for assets, Participate in evaluation of strategic decisions, Offer input and suggestions, Update corporate valuation metrics, Engage in fundamental financial performance analysis, Undertake ad-hoc projects, Undertake special assignments, Develop financial models for decision-making, Develop financial analyses for management, Implement process improvements, Manage compliance initiatives, Advise on investment strategies, Advise on financial compliance", "teamCollaboration" : "Collaborative work environment", "domainKnowledge" : "Energy storage; Renewable energy projects; North American energy markets; Utility-scale projects", "domainList" : [ "energy-storage", "renewable-energy-projects", "north-american-energy-markets", "utility-scale-projects" ], "domainSpecificKnowledge" : [ "Energy storage", "Renewable energy projects", "North American energy markets", "Utility-scale projects" ], "toolProficiency" : [ "MS Excel" ], "communicationSkills" : "Interpersonal skills; Communication skills", "qualificationsBasic" : "Bachelor's degree in finance, 0-2 years of relevant work experience, Ability to work in the United States", "qualificationsPreferred" : "Familiarity with financial research, Familiarity with modeling, Familiarity with due diligence, Familiarity with credit agreements, Familiarity with transaction", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Aypa Power, a Blackstone portfolio company, is a leading developer, owner, and operator of utility-scale energy storage and hybrid renewable projects that power our communities and cities. Our mission is to responsibly decarbonize the grid and make North American energy markets more affordable, sustainable, and efficient. Aypa is well-capitalized and uniquely positioned to lean forward on projects with well-suited deal structures to meet our customers’ needs. We have been at the forefront of energy storage development since our first energy storage project came online in 2018. As a leader in our industry, we have over 22 GW of utility-scale energy storage and hybrid renewable energy projects in development and 33 projects in operation or construction across North America. The Finance Analyst at Aypa Power will play a critical role on the Structured Finance team by providing analytical and quantitative support. This role is ideal for candidates looking to excel in a dynamic and performance-oriented environment while contributing to the financial success of Aypa Power. Responsibilities: Assist in developing, maintaining, and reviewing financial models, including conducting sensitivity analyses and reporting their impact on business models and assumptions; Provide support in financial due diligence and analysis for existing and future energy storage and generation assets, including tasks related to project financing such as financial structuring, debt origination, document review, and due diligence support; Participate in the evaluation of strategic financial decisions and offer input and suggestions under the guidance of senior team members; Work closely with M Assist in updating crucial corporate valuation metrics and engage in fundamental financial performance analysis with the guidance of senior team members; Undertake ad-hoc projects and special assignments as needed; Develops financial models and provides insights for high-level decision-making; Develop financial models and analyses to guide senior management’s strategic decisions; Implement process improvements and manage compliance initiatives independently; Advises on investment strategies and financial compliance Key Qualifications: Bachelor's degree in finance, business, accounting, or economics; 0-2 years of relevant work experience in finance or related fields; Familiarity with financial research, modeling, due diligence, credit agreements, and transaction documents; Proficiency in MS Excel and PowerPoint; Positive attitude with strong interpersonal and communication skills; Enthusiastic team player capable of contributing to a collaborative work environment Compensation and Location: Salary: A base salary commensurate with experience Bonus: An annual bonus will be awarded based on both individual performance as well as the overall success of the business Benefits: Aypa offers an attractive benefits package with excellent health care/dental/vision, 401k matching, unlimited vacation, and other health/wellness benefits Location: Austin, TX or Salt Lake City, UT (Hybrid). Ability to work in the United States is a requirement. Candidates are required to be based in Austin, TX or Salt Lake City, UT or willing to relocate. At Aypa, we nurture and support a highly diverse team and actively seek to advance fair and inclusive practices in all aspects of what we do. We hire passionate, dedicated, and forward-thinking individuals from different backgrounds and value unique perspectives and experiences. With a focus on belonging, we are committed to providing an inclusive environment for all. Please note: We kindly request that recruiting companies and agencies refrain from contacting us regarding this job posting. We appreciate your understanding and cooperation in respecting our hiring process. Thank you.", "summaryDescription" : "Analyst, Structured Finance at Aypa Power. Skills: Structured Finance, Financial modeling, Quantitative analysis. Assist in developing financial models. Maintain financial models", "postedDate" : "2026-06-14T20:14:31.297", "createdAt" : "2026-06-14T20:14:31.297", "lastUpdated" : "2026-06-16T00:43:30.213", "ingestTimestamp" : "2026-06-14T20:14:31.297", "mongoId" : "6a2cea1374d8ee00a0a6fbe0", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 95000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Quantitative support", "Sensitivity analyses", "Financial structuring", "Structured Finance", "Financial modeling", "Quantitative analysis", "Financial due diligence", "Project financing", "Debt origination", "Document review", "Strategic financial decisions", "Corporate valuation", "Financial performance analysis", "Process improvements", "Compliance initiatives", "Investment strategies", "Energy storage", "Renewable energy projects", "North American energy markets", "Utility-scale projects", "MS Excel" ], "skillCount" : 21, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.8888889, "_score" : 1061.9308, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Climate Tech", "llmIndustryConfidence" : 0.97 }, { "id" : "6a2cc39974d8ee00a0a09cd8", "title" : "Wealth Planning Analyst", "industry" : "Wealth", "salary" : { "min" : 60000.0, "max" : 80000.0, "currency" : "USD", "frequency" : "Yearly" }, "location" : "Cincinnati, OH", "locations" : [ "Cincinnati, OH" ], "certifications" : [ "Series 65 license", "CFP designation" ], "timestamp" : "2026-06-15T07:12:28.966", "fingerprint" : "4f95b85fe37b17aecea7cd80ef590e6ca73413dcd08c218f0d724fab94f09f0c", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/mariner-careers/a9351338-478d-4a59-9517-90597953aa6b/application", "externalId" : "a9351338-478d-4a59-9517-90597953aa6b", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Cincinnati", "state" : "Ohio", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "39.1012809,-84.5127405" } ], "locationText" : "Cincinnati, Ohio, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "technicalSkills" : "Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint", "professionalSkills" : [ "Client service", "Financial planning", "Investment analysis", "Portfolio research", "Data gathering", "Plan development" ], "hardSkillsList" : [ "Financial data analysis", "Client meeting preparation", "Account maintenance", "Financial projections", "Portfolio analysis" ], "hardSkills" : [ { "name" : "Financial data analysis", "level" : "intermediate" }, { "name" : "Client meeting preparation", "level" : "intermediate" }, { "name" : "Account maintenance", "level" : "intermediate" }, { "name" : "Financial projections", "level" : "intermediate" }, { "name" : "Portfolio analysis", "level" : "intermediate" } ], "majorSkills" : "Wealth management, Financial planning, Client service", "majorSkillsList" : [ "Wealth management", "Financial planning", "Client service" ], "coreResponsibilities" : "Communicate with clients, Answer basic questions, Assist with account access, Explain reports, Support client service activities, Prepare paperwork, Coordinate money movement, Process account maintenance, Provide overflow support, Ensure documentation is complete, Coordinate client meeting scheduling, Manage meeting logistics, Prepare meeting agendas, Assemble supporting materials, Participate in client meetings, Take detailed notes, Capture action items, Assist with follow-up deliverables, Gather client financial data, Enter client information, Prepare initial plan drafts, Assist in developing financial projections, Assist with 'what-if' scenarios, Research portfolio holdings, Research performance, Research fees, Research asset allocation, Prepare reports, Prepare summaries", "teamCollaboration" : "Advisor team; Client service associates", "domainKnowledge" : "Wealth management process; Investment vehicles; Account types; Planning strategies", "domainList" : [ "wealth-management-process", "investment-vehicles", "account-types", "planning-strategies" ], "domainSpecificKnowledge" : [ "Wealth management process", "Investment vehicles", "Account types", "Planning strategies" ], "toolProficiency" : [ "EMoney", "Holistiplan", "Nitrogen" ], "communicationSkills" : "Verbal communication; Written communication", "continuousLearning" : "Professional development", "problemSolvingSkills" : "Problem-solving skills; Analytical skills", "qualificationsBasic" : "Bachelor's degree, Internship experience, Series 65 license commitment", "qualificationsPreferred" : "CFP designation interest", "workSiteFlexibility" : "Flexible", "rawDescription" : "The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path. This role supports licensed advisors by coordinating client meetings, conducting research, preparing financial plans, and assisting with follow-up activities necessary for effective client wealth management. The Wealth Planning Analyst builds strong technical, analytical, and client service skills as part of their professional development toward becoming a licensed advisor. Essential Duties and Responsibilities: · Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner. · Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks. · Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely. · Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics. · Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions. · Participate in client meetings by taking detailed notes, capturing action items, and assisting with follow-up deliverables. · Gather and organize client financial data—including assets, liabilities, income, and expenses—to support advisor analysis. · Enter client information into financial planning software and prepare initial plan drafts under the direction of licensed advisors. · Assist in developing financial projections and “what-if” planning scenarios for advisor review. · Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools and resources. · Prepare reports and summaries of research findings to support advisor recommendations. Required Education and Experience: · Completed Bachelor’s degree in Finance, Financial Planning or related field preferred or completion within 6 months of hire. · Internship experience within a financial planning or wealth management organization. · Commitment to pursuing the Series 65 license within a defined timeframe after hire. Preferred Education and Experience: · Interest in pursuing the CFP designation as part of long-term professional development. Skills: · Demonstrated ability to deliver high-quality, professional client experience through clear communication, responsiveness, and follow-through. · Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools; formal training will be provided. · Foundational knowledge of the wealth management process, including account types, investment vehicles, and core planning strategies, with a strong interest in deepening expertise. · Strong organizational and time management skills with the ability to balance academic commitments and professional responsibilities when applicable. · Detail-oriented with solid analytical and problem-solving skills to support data gathering, plan development, and portfolio research. · Clear and professional written and verbal communication skills, with the ability to summarize findings for senior advisors. · Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes. · Collaborative mindset with enthusiasm for learning and contributing as part of an advisor team. · Commitment to professional growth and eventual progression into a client-facing advisor role. #LI-MK1 We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Planning Analyst. Skills: Wealth management, Financial planning, Client service. Communicate with clients. Answer basic questions", "createdAt" : "2026-06-13T21:49:15.155", "lastUpdated" : "2026-06-15T07:12:28.966", "ingestTimestamp" : "2026-06-13T21:49:15.155", "mongoId" : "6a2cc39974d8ee00a0a09cd8", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 60000, "salaryAnnualMax" : 80000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Financial data analysis", "Client meeting preparation", "Account maintenance", "Financial projections", "Portfolio analysis", "Wealth management", "Financial planning", "Client service", "Investment analysis", "Portfolio research", "Data gathering", "Plan development", "Wealth management process", "Investment vehicles", "Account types", "Planning strategies", "Series 65 license", "CFP designation", "EMoney", "Holistiplan", "Nitrogen" ], "skillCount" : 21, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Entry", "dataQualityScore" : 0.6666667, "_score" : 1010.7856, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2ca57a74d8ee00a09b6b50", "title" : "Solution Architect - Wealth Management", "company" : "Alpha Financial Markets Consulting", "industry" : "Consulting", "salary" : { "min" : 125000.0, "max" : 186200.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "North America", "locations" : [ "North America" ], "timestamp" : "2026-06-16T05:00:30.617", "fingerprint" : "ba0abf2ab26eb03949d5af5b1e9fa6db5856c601068107c8941dae5be6fe5375", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/alphafmcroles/jobs/8562229002", "externalId" : "8562229002", "industryFunction" : { }, "structuredLocations" : [ { "continent" : "na", "workMode" : "remote" } ], "locationText" : "", "employmentType" : "FULL_TIME", "technicalSkills" : "Cloud, AI, ML, Data Engineering, DevOps, Security", "professionalSkills" : [ "Solution design", "System integration", "Data architecture", "Vendor partnerships", "Business integration" ], "hardSkillsList" : [ "Technology transformation", "Platform implementation" ], "hardSkills" : [ { "name" : "Technology transformation", "level" : "intermediate" }, { "name" : "Platform implementation", "level" : "intermediate" } ], "majorSkills" : "Wealth Management Technology, Solution Architecture", "majorSkillsList" : [ "Wealth Management Technology", "Solution Architecture" ], "coreResponsibilities" : "Define wealth technology solutions, Lead wealth technology solutions delivery, Manage vendor partnerships, Develop go-to-market opportunities, Manage partnership framework, Translate business requirements, Design technology solutions", "teamCollaboration" : "Cross-functional teams; Client stakeholders; Vendor stakeholders; Internal project stakeholders", "domainKnowledge" : "Wealth management; Financial services; Asset management; Advisor-facing value chain; Client onboarding; Account management; Portfolio construction; Trading; Performance reporting; Client communications; Wealth Tech vendor landscape; TAMPs; Portfolio management systems; Order management systems; CRM platforms; Financial advisor technology", "domainList" : [ "wealth-management", "financial-services", "asset-management", "advisor-facing-value-chain", "client-onboarding", "account-management", "portfolio-construction", "trading", "performance-reporting", "client-communications", "wealth-tech-vendor-landscape", "tamps", "portfolio-management-systems", "order-management-systems", "crm-platforms", "financial-advisor-technology" ], "domainSpecificKnowledge" : [ "Wealth management", "Financial services", "Asset management", "Advisor-facing value chain", "Client onboarding", "Account management", "Portfolio construction", "Trading", "Performance reporting", "Client communications", "Wealth Tech vendor landscape", "TAMPs", "Portfolio management systems", "Order management systems", "CRM platforms", "Financial advisor technology" ], "continuousLearning" : "Tailored training; Mentorship; Paid training time; Professional certifications", "qualificationsBasic" : "5+ years wealth management experience, Experience with advisor-facing value chain, Experience with wealth management operations, Experience with TAMPs, Experience with portfolio management systems, Experience with order management systems, Experience with CRM platforms, Experience with financial advisor technology", "qualificationsPreferred" : "Experience with fintech vendors", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "About Alpha Group Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialists, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs. We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive. Why Join Alpha? Established yet entrepreneurial: with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business. Backed by Bridgepoint: as part of one of the world's leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings, creating even more opportunities for our people. Exposure to senior leadership: whether you are in an internal or a client-facing role, you will have the opportunity to work with and learn from high performers at the top of their game. Learning and growth opportunities: we run tailored training to help you be successful, provide excellent mentorship, and offer up to 5 days paid training time per year. High responsibility and autonomy mean you develop your skillsets quickly. Performance-driven culture with real impact: advancement at Alpha is based on impact and capability, not tenure or quotas. You will have autonomy and see the tangible difference your ideas and decisions make. About Alpha Tech Services Alpha Tech Services (ATC) is the technology implementation and business integration arm of the Alpha Financial Markets Consulting (Alpha FMC) group, the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world's top asset and wealth managers a competitive edge through deep expertise and industry insight. Our team is of a uniquely high caliber, and by focusing on asset and wealth management exclusively we build knowledge and experience that generalist firms cannot match. We work with a blue-chip client base, including 21 of the top 25 largest global asset management firms and over 130 clients across the globe, with offices across the United States, Canada, the UK, Europe, the Middle East, and APAC. The Opportunity Alpha FMC is expanding its Wealth Management Technology practice and is looking for an experienced Solution Architect to help wealth management firms navigate technology transformation. This role sits at the intersection of wealth management domain expertise and technology delivery, supporting clients across the advisor-facing value chain: from client onboarding and account management through portfolio construction, trading, performance reporting, and client communications. You will work directly with wealth managers, TAMPs, RIA aggregators, broker-dealers, and fintech vendors to define, design, and deliver technology solutions that address the full complexity of modern wealth management operations. Role Responsibilities As a Solution Architect in our Wealth Management Technology practice, you will: Define and lead delivery of wealth technology solutions spanning platform implementation, system integration, and data architecture, managing experienced developers and technical consultants. Manage Wealth Tech vendor partnerships, including joint go-to-market opportunities, pipeline development, relationship management, and the overall partnership framework that positions Alpha as a preferred implementation and integration partner in the wealth management technology ecosystem. Translate business requirements across the financial advisor value chain into solution designs that address onboarding, account management, portfolio management, trading and execution, performance reporting, billing, and client engagement. Leverage deep familiarity with the Wealth Tech vendor landscape, including TAMPs, portfolio management systems, order management systems, CRM platforms, financial planning tools, custodial integrations, and data aggregation providers. Support clients in improving and optimizing their operating models, including resource management, technology architecture, and business process design across advisor-facing and back-office functions. Define and socialize technical approaches for implementation, including SDLC frameworks, data migration strategies, API and custodial integration patterns, and client onboarding workflows. Present options and designs to business and technology stakeholders at all levels, articulating Alpha's perspective on industry best practices clearly and with credibility. Input to project definition, resourcing, timelines, and objectives within a workstream or engagement. Drive documentation and development according to specifications and standards. Participate in project team meetings and communicate effectively with client peers, architects, system analysts, business analysts, project managers, and technology teams, reporting project status as required. Support Alpha's internal IP development, including proposition development, accelerators, and at least one area of specific Wealth Tech expertise. Take a lead in mentoring and coaching team members. Role Requirements Experience and Domain Knowledge 7+ years of experience in technology roles within or serving the wealth management industry, including direct experience with fintech implementations and integrations. Deep familiarity with the financial advisor value chain, spanning client onboarding, account management, financial planning, portfolio management, trading and execution, performance reporting, billing, and client communications. Hands-on experience implementing or integrating Wealth Tech platforms such as Apex, Orion, Envestnet, Tamarac, Black Diamond, Riskalyze/Nitrogen, iCapital, Addepar, Salesforce Financial Services Cloud, Redtail, or comparable systems. Working knowledge of custodial infrastructure, including integration patterns with Schwab, Fidelity, Pershing, and similar custodians, and familiarity with data delivery standards such as ACATS, DTCC, and FIX protocol. Experience with the RIA, broker-dealer, and TAMP ecosystem, including an understanding of how these channels differ in technology requirements, regulatory constraints, and advisor workflows. Familiarity with insurance distribution and alternative investment platforms as complements to core wealth management operations is a plus. Technical Skills Experience leading complex system integration projects, including API design, data mapping, and middleware configuration. Proficiency in data architecture and engineering concepts, including data modeling, ETL design, and cloud data platforms such as Snowflake or Azure Synapse. Experience with cloud environments (AWS, Azure, or GCP) and modern data pipeline tools. Ability to design scalable and reliable architectures that account for the data volume, security, and compliance requirements of wealth management operations. Understanding of data lifecycle management, data quality frameworks, and governance practices relevant to client and account data in wealth management. Consulting and Client Skills Demonstrated ability to lead client-facing engagements, manage stakeholder expectations across business and technology teams, and influence senior decision makers. Strong executive communication skills with the ability to present complex technology options in business terms to C-suite, operations, and advisor-facing audiences. Experience managing technology projects using Agile or other methodologies in a consulting or client services context. Ability to lead cross-functional teams and work effectively across client, vendor, and internal project stakeholders. Compensation and Perks A competitive salary with discretionary bonus scheme based on company and personal performance. 25 days of annual paid time off. 401k matching. Sponsorship towards professional certifications and training, supported with 5 days of paid training time. Choice of laptop. Supplemented medical, dental, and vision coverage. North America team-wide training and employee appreciation retreats. The anticipated base salary for this role varies based on geographic location and is structured across three compensation zones. These zones reflect local market conditions and cost of labor. Geographic placement is determined by the employee’s primary work location. Zone A | $163,000 – $186,200 Applies to candidates working in designated high-cost metropolitan areas, including: Los Angeles, CA; San Francisco, CA; Boston, MA; New York City, NY; and Washington, DC, as well as remote roles based in Massachusetts or the New York Tri-State Area. Zone B | $135,000 – $170,000 Applies to candidates working in key metropolitan markets, including: Austin, TX; Atlanta, GA; Chicago, IL; Charlotte, NC; Denver, CO; and Philadelphia, PA, as well as remote roles based in Texas, California, Pennsylvania, Florida, or Colorado. Zone C | $125,000 – $160,075 Applies to all other U. S. locations not listed above. Final compensation will be determined based on experience, qualifications, and work location. In addition to base salary, this role is eligible for a discretionary bonus and a comprehensive benefits package. We are committed to equitable and transparent compensation practices across all locations. Our Commitment to Inclusion At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.", "summaryDescription" : "Solution Architect - Wealth Management at Alpha Financial Markets Consulting. Skills: Wealth Management Technology, Solution Architecture. Define wealth technology solutions. 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team, Reduce aged un-applied balances, Analyze reports, Reconcile large volumes of data, Communicate results to management, Assist in resolving vendor escalations, Provide timely resolution for escalations, Maintain effective communication with stakeholders, Identify issues, Propose solutions for process sustainability", "teamCollaboration" : "Collections team collaboration; Internal stakeholder communication; External stakeholder communication", "projectManagementSkills" : [ "Process improvements", "Operational efficiency projects" ], "domainKnowledge" : "European VAT regulations", "domainList" : [ "european-vat-regulations" ], "domainSpecificKnowledge" : [ "European VAT regulations" ], "toolProficiency" : [ "SAP", "Oracle Financials", "Vendor Central Web" ], "communicationSkills" : "Verbal communication; Written communication", "documentationSkills" : "Business Review Documents", "problemSolvingSkills" : "Identify issues; Propose solutions", "outcomesObjectives" : "Enhance First Pass 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The ideal candidate will be responsible for credit note processing and un-applied credit notes for European marketplaces, drive system enhancement initiatives, and optimize processes while ensuring compliance with regional VAT requirements. Key job responsibilities • Process and reconcile credit notes while ensuring compliance with regional VAT requirements • Drive continuous improvement initiatives for auto-credit notes functionality to enhance First Pass Yield performance • Develop and maintain Business Review Documents for system enhancements, including credit note submission capabilities through Vendor Central Web • Create and review UAT and PVT scripts, oversee test execution and authorize production deployments • Monitor and optimize credit note processing turnaround times • Support E-invoicing tax regime implementation across European countries through process re-engineering and control enhancement • Lead process optimization initiatives to improve operational efficiency and reduce manual interventions • Collaborate with Collections team to reduce aged un-applied balances • Analyze reports and reconcile large volumes of data, communicating results to management • Assist in resolving vendor escalations and provide timely resolution • Maintain effective communication with internal and external stakeholders to identify issues and propose solutions for long-term process sustainability Basic Qualifications: - Bachelor's degree in accounting and commerce (B. Com) - Knowledge of Excel at an advanced level - Experience with Microsoft Office products and applications - • Proficient in SAP and Oracle Financial systems - • Excellent negotiation, interpersonal, verbal and written communication skills - • Proven instances in identifying and driving process improvements and operational efficiency projects - • Knowledge of European VAT regulations Preferred Qualifications: - 3+ years of finance operations/shared services, accounts payable, account receivable (collections) or general ledger experience - Experience using strong customer service, communication, and interpersonal skills - • Proven instances in identifying and driving process improvements and operational efficiency projects - • Knowledge of European VAT regulations Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner.", "summaryDescription" : "Sr FinOps Analyst, Vendor Credit Notes at ADCI HYD 13 SEZ. Skills: Credit Note Processing, Process Improvement, VAT Compliance. Process and reconcile credit notes. 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"2026-06-15T01:36:12.008", "fingerprint" : "914d3597633a978132411047152128ec02814c882eb8158b78dbb612d5e38c1c", "source" : "amazon", "language" : "en", "applyUrl" : "https://account.amazon.com/jobs/3192947/apply", "externalId" : "261f5973-34de-4bb0-8276-e4c2deb9e8bc", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Hyderabad", "state" : "Telangana", "country" : "India", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "17.3605890,78.4740613" } ], "locationText" : "Hyderabad, Telangana, India", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 4, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "SAP, Oracle Financial systems, Microsoft Excel, Microsoft Office Suite, SQL, MS Access, Essbase, Cognos, Lawson, JD Edwards, VBA", "professionalSkills" : [ "Credit note processing", "Process optimization", "System enhancement", "Accounts Receivables", "Cash Applications", "VAT compliance", 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"level" : "intermediate" } ], "softSkills" : [ { "name" : "Negotiation" }, { "name" : "Interpersonal" }, { "name" : "Verbal communication" }, { "name" : "Written communication" } ], "majorSkills" : "Credit Note Processing, European VAT, Process Improvement, Financial Systems", "majorSkillsList" : [ "Credit Note Processing", "European VAT", "Process Improvement", "Financial Systems" ], "coreResponsibilities" : "Process and reconcile credit notes, Ensure compliance with regional VAT, Drive continuous improvement initiatives, Enhance auto-credit notes functionality, Develop Business Review Documents, Maintain Business Review Documents, Create UAT scripts, Create PVT scripts, Oversee test execution, Authorize production deployments, Monitor credit note processing times, Optimize credit note processing times, Support E-invoicing tax regime implementation, Re-engineer processes for E-invoicing, Enhance controls for E-invoicing, Lead process optimization initiatives, Improve operational efficiency, Reduce manual interventions, Collaborate with Collections team, Reduce aged un-applied balances, Analyze reports, Reconcile large data volumes, Communicate results to management, Assist in resolving vendor escalations, Provide timely resolution for escalations, Maintain communication with stakeholders, Identify issues, Propose solutions for sustainability", "teamCollaboration" : "Collaborate with Collections team; Communicate with management; Communicate with stakeholders", "projectManagementSkills" : [ "Process improvement projects", "Operational efficiency projects" ], "domainKnowledge" : "European VAT regulations; E-invoicing tax regime", "domainList" : [ "european-vat-regulations", "e-invoicing-tax-regime" ], "domainSpecificKnowledge" : [ "European VAT regulations", "E-invoicing tax regime" ], "toolProficiency" : [ "SAP", "Oracle Financial systems", "Microsoft Excel", "Microsoft Office Suite", "SQL", "MS Access", "Essbase", "Cognos", "Lawson", "JD Edwards" ], 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"workSiteFlexibility" : "Onsite", "rawDescription" : "GAR is seeking a Senior FinOps Analyst to join our Credit Note Processing operations. The ideal candidate will be responsible for credit note processing and un-applied credit notes for European marketplaces, drive system enhancement initiatives, and optimize processes while ensuring compliance with regional VAT requirements. Key job responsibilities • Process and reconcile credit notes while ensuring compliance with regional VAT requirements • Drive continuous improvement initiatives for auto-credit notes functionality to enhance First Pass Yield performance • Develop and maintain Business Review Documents for system enhancements, including credit note submission capabilities through Vendor Central Web • Create and review UAT and PVT scripts, oversee test execution and authorize production deployments • Monitor and optimize credit note processing turnaround times • Support E-invoicing tax regime implementation across European countries through process re-engineering and control enhancement • Lead process optimization initiatives to improve operational efficiency and reduce manual interventions • Collaborate with Collections team to reduce aged un-applied balances • Analyze reports and reconcile large volumes of data, communicating results to management • Assist in resolving vendor escalations and provide timely resolution • Maintain effective communication with internal and external stakeholders to identify issues and propose solutions for long-term process sustainability Basic Qualifications: - Bachelor's degree, or MBA in finance, accounting or related field - • 4+ years of experience in Accounts Receivables with at least 2 years in Cash Applications - • Proficient in SAP and Oracle Financial systems - • Advanced Microsoft Excel skills (vlookup, pivot tables, macros) and Microsoft Office Suite - • Excellent negotiation, interpersonal, verbal and written communication skills - • Proven instances in identifying and driving process improvements and operational efficiency projects - • Knowledge of European VAT regulations Preferred Qualifications: - 3+ years of finance operations/shared services, accounts payable, account receivable (collections) or general ledger experience - Bachelor's degree in finance, accounting or related field, or CPA and 4+ years of Accounts Receivable (AR) experience - Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards), or experience in identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes - Knowledge of Microsoft Excel at an advanced level, including: pivot tables, macros, index/match, vlookup, VBA, data links, etc. - • Bachelor’s degree in finance/accounting/business studies or related field - • Excellent negotiation, interpersonal, verbal and written communication skills - • Proven instances in identifying and driving process improvements and operational efficiency projects - • Knowledge of European VAT regulations Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner.", "summaryDescription" : "Sr FinOps Analyst, Vendor Credit Notes at ADCI HYD 13 SEZ. Skills: Credit Note Processing, European VAT, Process Improvement, Financial Systems. Process and reconcile credit notes. 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Cross-center collaboration", "domainKnowledge" : "Liquid propulsion systems; NASA engine development programs; Manned launch vehicles; Flight hardware; Ground test equipment", "domainList" : [ "liquid-propulsion-systems", "nasa-engine-development-programs", "manned-launch-vehicles", "flight-hardware", "ground-test-equipment" ], "domainSpecificKnowledge" : [ "Liquid propulsion systems", "NASA engine development programs", "Manned launch vehicles", "Flight hardware", "Ground test equipment" ], "toolProficiency" : [ "Microsoft Office", "PowerPoint", "Excel", "Word" ], "communicationSkills" : "Written communication; Verbal communication; Technical communication", "documentationSkills" : "Report writing; Presentation delivery", "continuousLearning" : "Team Lead Academy; Education reimbursement; Personalized mentoring; Networking events", "problemSolvingSkills" : "Analytical assessments", "specialRequirements" : "Requires travel in the domestic USA, Requires sitting for extended periods, Requires ability to use stairs or elevators, Minimal overtime may be required, Normal workday is from 7:30 a. m. through 4:30 p. m", "qualificationsBasic" : "BS degree in Mechanical, Aerospace, Civil Engineering, or Engineering Mechanics or related field, 10 years of experience, ABET accredited institution, Ph. D. with a minimum 4 years of experience, Masters with at least 8 years of experience, BS with at least 10 years of experience, Finite element methods experience, Empirical closed-form structural analysis techniques experience, Assessment of failure mechanisms experience, Proficiency with Microsoft Office products, Clear, concise, accurate and timely communication, Interact professionally with co-workers, management, and client, Ability to work independently with minimal supervision, Make rational decisions, Exercise good judgment, Proof of U. S. Citizenship", "qualificationsPreferred" : "MS degree preferred, Familiarity with high-level programming languages, Python familiarity desired, Matlab familiarity desired", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Join Our Journey At Amentum Space Exploration Division (ASED your growth is our priority! That’s why we offer an array of exciting opportunities for your career development. From the transformative Team Lead Academy to education reimbursement, personalized mentoring, and engaging company-sponsored networking events, you have the power to shape your professional journey in a way that aligns with your aspirations. Find Your Community At the heart of our thriving business are the incredible people who make it all possible. We celebrate a vibrant array of cultures, backgrounds, and experiences. Here, we foster an environment where everyone—employees, clients, and partners alike—are treated with the dignity and respect they deserve. Prioritize Your Well-Being Our extensive benefits package is designed with your health in mind. Enjoy wellness programs, paid holidays, generous time off, employee perks, and so much more. We’re here to help you achieve a harmonious balance in your life—both at work and at home. Together, We Soar Our dynamic team consists of 10 companies united in a single mission: to venture from Moon to Mars and beyond. Join us on this extraordinary adventure! Responsibilities As an experienced Structural Analyst, you will provide insight in the development, test, and certification of liquid propulsion systems for NASA’s engine development programs at the Marshall Space Flight Center (MSFC). You will become part of a multi-discipline team with the charter to establish flight rationale for America’s next generation of manned launch vehicles. Primary job duties include engaging with senior engineers to provide insight on liquid engine structural elements and test fixtures, as well as producing independent analytical assessments. In addition, you will develop and deliver reports and presentations, as well as collaborate with vendors and personnel from other NASA centers in the development of integrated flight hardware and associated ground test equipment. There will also be the expectation that you will assist with mentoring of junior engineers. Required Qualifications : A BS degree (MS preferred) in Mechanical, Aerospace, Civil Engineering, or Engineering Mechanics or related field from an ABET accredited institution and a minimum of 10 years of experience is required. Typically, educational requirements are the equivalent of a Ph.D. with a minimum 4 years of experience; Masters with at least 8 years of experience, or a BS with at least 10 years of experience. Required Skills: Familiarity with one or more major commercial finite element analysis code such as ANSYS, ABAQUS, or NASTRAN. Proficiency with Microsoft Office products such as PowerPoint, Excel, and Word. Excellent written and verbal communication skills. Familiarity with high-level programming languages, such as Python or Matlab is desired. Experience in the application of finite element methods, empirical closed-form structural analysis techniques, and the assessment of failure mechanisms is required. Essential Functions Work Environment Office environment. Requires ability to provide clear, concise, accurate and timely communication, both verbally and in writing (100%). Requires ability to interact professionally with co-workers, management, and client (100%). Requires travel in the domestic USA ( Physical Requirements Requires sitting for extended periods of time in meetings with peers, management, and with our client at NASA facilities to discuss technical issues (10%). Also, requires sitting for extended periods of time at a desk to write reports and perform engineering tasks (80%). Requires ability to use stairs or elevators for access between floors and multiple buildings at NASA and other facilities (10%). Equipment and Machines Requires ability to operate a personal computer, a telephone, fax machine, copier, calculator, and other general office equipment (100%). Attendance Normal workday is from 7:30 a.m. through 4:30 p.m., Monday thru Friday. Minimal overtime may be required (10%) to meet schedule milestones and to support technical demands of the job. Regular attendance is a necessity and adequate arrangements for delegating duties during absences are required. Other Essential Functions The ability to work independently with minimal supervision, to make rational decisions, and to exercise good judgment is essential (100%). Grooming and dress must be appropriate for the position and must not impose a safety risk/hazard to the employee or others. Proof of U.S. Citizenship is required. #ESSCA #ASED #Amentum United States-Alabama-Huntsville-20320-MSFC", "summaryDescription" : "Structural Analyst at Amentum. Skills: Structural analysis, Finite element analysis, Liquid propulsion systems. Provide insight in development. Provide insight in test", "createdAt" : "2026-06-14T20:49:52.151", "lastUpdated" : "2026-06-16T07:12:16.816", "ingestTimestamp" : "2026-06-14T20:49:52.151", "mongoId" : "6a17673b58b93c861ee306c6", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 135000, "salaryAnnualMax" : 185000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Structural analysis", "Finite element analysis", "Failure mechanism assessment", "Mentoring", "Liquid propulsion systems", "Analytical assessments", "Flight hardware development", "NASA engine development programs", "Manned launch vehicles", "Flight hardware", "Ground test equipment", "Microsoft Office", "PowerPoint", "Excel", "Word" ], "skillCount" : 15, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Senior", "dataQualityScore" : 0.8888889, "_score" : 905.3962, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Aerospace", "llmIndustryConfidence" : 0.98 }, { "id" : "69c94a889bc74574cbbb5180", "title" : "Sr. FinOps Analyst - AR, Vendor Credit Notes", "company" : "ADCI HYD 13 SEZ", "industry" : "Finance Accounting, Finance/planning, finance", "salary" : { "min" : 1450000.0, "max" : 2150000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior FinOps Analyst in E-commerce in Hyderabad, India, adjusted for company size and industry." }, "location" : "Hyderabad, Telangana, IND", "locations" : [ "Hyderabad, Telangana, IND" ], "timestamp" : "2026-06-15T03:32:43.909", "fingerprint" : "347cecbecf2c04560a130334ddca0ef7dcb1291ad7011e62985cb1cab3db8b20", "source" : "amazon", "language" : "en", "applyUrl" : "https://account.amazon.com/jobs/3192989/apply", "externalId" : "5fa946ae-68df-4ac5-a231-93a8ff63d606", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Hyderabad", "state" : "Telangana", "country" : "India", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "17.3605890,78.4740613" } ], "locationText" : "Hyderabad, Telangana, India", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's degree", "experienceMinYears" : 3, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "Excel", "professionalSkills" : [ "Accounts Receivables", "Cash application", "Reconciliation" ], "hardSkillsList" : [ "Posting payments", "Reconciling payments", "Researching funds", "Analyzing reports", "Reconciling data" ], "hardSkills" : [ { "name" : "Posting payments", "level" : "intermediate" }, { "name" : "Reconciling payments", "level" : "intermediate" }, { "name" : "Researching funds", "level" : "intermediate" }, { "name" : "Analyzing reports", "level" : "intermediate" }, { "name" : "Reconciling data", "level" : "intermediate" } ], "majorSkills" : "Accounts Receivables, Cash application, Reconciliation", "majorSkillsList" : [ "Accounts Receivables", "Cash application", "Reconciliation" ], "coreResponsibilities" : "Post daily receipts, Post credit/debit memos, Contact customer for remittance details, Contact collections for remittance details, Contact business partners for remittance details, Research misapplied cash receipts, Research unidentified cash receipts, Resolve misapplied cash receipts, Resolve unidentified cash receipts, Identify customer remit discrepancies, Manually tag customer remit discrepancies, Identify short payments, Manually tag short payments, Test processes, Improve processes, Streamline accounts receivable process, Identify areas of improvement, Maintain daily reporting, Prepare daily reporting, Distribute daily reporting, Maintain monthly reporting, Prepare monthly reporting, Distribute monthly reporting, Meet monthly productivity goals, Identify payment differences, Reconcile payment differences, Post short payments, Post over payments, Post deductions on account, Post partial payments, Code reconciling transactions, Utilize shared mailboxes, Utilize customer web portals, Retrieve remittance details, Organize remittance details", "teamCollaboration" : "Collaborate with internal departments", "domainKnowledge" : "Accounts Receivables process", "domainList" : [ "accounts-receivables-process" ], "domainSpecificKnowledge" : [ "Accounts Receivables process" ], "toolProficiency" : [ "Microsoft Office", "Excel" ], "problemSolvingSkills" : "Research missing funds; Research unidentified funds; Research rejected funds; Resolve misapplied funds; Resolve unidentified funds; Resolve rejected funds", "outcomesObjectives" : "Reducing un-applied cash receipts; Apply payments timely; Apply payments accurately", "qualificationsBasic" : "Bachelor's degree in accounting and commerce, Knowledge of Excel at an advanced level, Experience with Microsoft Office products and applications", "qualificationsPreferred" : "3+ years finance operations experience, 3+ years shared services experience, 3+ years accounts payable experience, 3+ years account receivable experience, 3+ years general ledger experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Job Description GAR (Global Accts Receivables) is looking for Cash Application Analyst responsible for posting payments from the lockbox, ACH, and wire transfer to customer accounts. This role includes cash application and reconciling payments, communicating cash adjustments, and reducing un-applied cash receipts on aged accounts receivable. This position also requires research on missing, unidentified and rejected funds and collaborating with various internal departments to apply payments timely and accurately. Successful candidate is expected to analyze reports and reconciles large amounts of data with the ability to communicate results to management. Summary of Responsibilities - Understanding of Accounts Receivables process. - Post daily receipts (wires/ACH/checks) and credit/debit memos on a timely basis in order to ensure accurate maintenance of accounts receivable balances. - Contact customer, collections and business partners to obtain remittance details. - Research and resolve misapplied and unidentified cash receipts in ERP. - Identify and manually tag all customer remit discrepancies and short payments. - Undertake tasks as requested by the Team Leader that may involve testing and process improvement. - Assist in streamlining and improving the accounts receivable process by identifying areas of improvement. - Maintain, prepare and distribute daily and monthly reporting to supervisor, and other stakeholders. - Meet the monthly productivity goals - Identify and reconcile payment differences, post short/over payments, deductions on account and partial payments and appropriately code all reconciling transactions - Utilize shared mailboxes and customer web portals to identify, retrieve and organize remittance details. Basic Qualifications: - Bachelor's degree in accounting and commerce (B. Com) - Knowledge of Excel at an advanced level - Experience with Microsoft Office products and applications Preferred Qualifications: - 3+ years of finance operations/shared services, accounts payable, account receivable (collections) or general ledger experience Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner.", "summaryDescription" : "Sr. FinOps Analyst - AR, Vendor Credit Notes at ADCI HYD 13 SEZ. Skills: Accounts Receivables, Cash application, Reconciliation. Post daily receipts. Post credit/debit memos", "postedDate" : "2026-06-13T16:29:59.077", "createdAt" : "2026-06-13T16:29:59.077", "lastUpdated" : "2026-06-15T03:32:43.909", "ingestTimestamp" : "2026-06-13T16:29:59.077", "mongoId" : "69c94a889bc74574cbbb5180", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://account.amazon.com/jobs/3192989/apply", "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Posting payments", "Reconciling payments", "Researching funds", "Analyzing reports", "Reconciling data", "Accounts Receivables", "Cash application", "Reconciliation", "Accounts Receivables process", "Microsoft Office", "Excel" ], "skillCount" : 11, "jobCategory" : "sales", "dataQualityScore" : 1.0, "_score" : 877.9685, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Finance" }, { "id" : "6a2c674474d8ee00a0900b6e", "title" : "Wealth Platform Support Analyst", "company" : "Evelyn Partners", "industry" : "Financial Services", "salary" : { "min" : 35000.0, "max" : 50000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Platform Support Analyst in Liverpool, United Kingdom, adjusted for the Financial Services industry and company size." }, "location" : "London, United Kingdom", "locations" : [ "London", "United Kingdom" ], "timestamp" : "2026-06-15T07:58:22.981", "fingerprint" : "bd88c31c38576a2f51ef6680d465ae072b5a841e0c6773306ddcc575d4319ac5", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/EvelynPartners/744000131847409-wealth-platform-support-analyst", "externalId" : "744000131847409", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Liverpool", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "53.3933411,-2.9166389" } ], "locationText" : "Liverpool, United Kingdom", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "mid", "technicalSkills" : "SQL, Rest API", "professionalSkills" : [ "Portfolio management", "Trading platforms" ], "hardSkillsList" : [ "Technical support", "Application configuration", "Problem analysis", "Release management" ], "hardSkills" : [ { "name" : "Technical support", "level" : "intermediate" }, { "name" : "Application configuration", "level" : "intermediate" }, { "name" : "Problem analysis", "level" : "intermediate" }, { "name" : "Release management", "level" : "intermediate" } ], "majorSkills" : "Wealth Management platforms, Application Support", "majorSkillsList" : [ "Wealth Management platforms", "Application Support" ], "coreResponsibilities" : "Provide Level 2 technical support, Work with suppliers, Work with development teams, Manage incident processes, Manage request processes, Manage change processes, Prioritise technical issues, Manage queue of incidents, Manage queue of requests, Maintain work notes, Support application configuration, Support releases, Support upgrades, Analyse application problems, Resolve application problems, Participate in testing, Participate in release management", "teamCollaboration" : "Business stakeholders; Third party platform providers; Internal development teams", "domainKnowledge" : "Wealth Management; Portfolio management suites; Trading platforms", "domainList" : [ "wealth-management", "portfolio-management-suites", "trading-platforms" ], "domainSpecificKnowledge" : [ "Wealth Management", "Portfolio management suites", "Trading platforms" ], "toolProficiency" : [ "JIRA", "Confluence" ], "problemSolvingSkills" : "Problem solving", "qualificationsBasic" : "Application Support role experience, Proficient IT skills Microsoft Office, Analytical way of thinking, First-class problem solver, Delivery focused, Able to multi-task, Wealth Management experience", "qualificationsPreferred" : "Knowledge of Iress, Knowledge of Avaloq, Knowledge of Fidessa", "remoteFriendly" : false, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We’re seeking a talented individual to join our team in Liverpool, which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests. As Wealth Platform Support Analyst, your responsibilities will include among others: * Level 2 technical support of our core Wealth Management platforms * Work with our suppliers and internal development teams in incident, request, and change management processes * Prioritising technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained * Provide support for application configuration, releases and upgrades. * Problem analysis and resolution for application problems, in conjunction with the business users and third party suppliers where necessary. * Participation in testing and release management. ## Qualifications To be successful in this role, you should: * Previous experience of working in Wealth Management or similar with an understanding of Portfolio management suites and trading platforms * Previous experience in an Application Support role or similar * Proficient IT skills in core Microsoft Office systems * Previous experience / awareness of SQL, Rest API, JIRA, and Confluence * Analytical way of thinking along with an eye for detail and be a first-class problem solver * Delivery focused, able to multi-task and very much a team player Desired: * Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable ## Additional Information As a colleague here at Evelyn Partners you will have access to benefits that include: * Competitive salary * Private medical insurance * Life assurance * Pension contribution * Hybrid working model (role dependant) * Generous holiday package * Option to purchase additional holiday * Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.", "summaryDescription" : "Wealth Platform Support Analyst at Evelyn Partners. Skills: Wealth Management platforms, Application Support. Provide Level 2 technical support. 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Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We’re seeking a talented individual to join our team in Glasgow, which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests. As Wealth Platform Support Analyst, your responsibilities will include among others: * Level 2 technical support of our core Wealth Management platforms * Work with our suppliers and internal development teams in incident, request, and change management processes * Prioritising technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained * Provide support for application configuration, releases and upgrades. * Problem analysis and resolution for application problems, in conjunction with the business users and third party suppliers where necessary. * Participation in testing and release management. ## Qualifications To be successful in this role, you should: * Previous experience of working in Wealth Management or similar with an understanding of Portfolio management suites and trading platforms * Previous experience in an Application Support role or similar * Proficient IT skills in core Microsoft Office systems * Previous experience / awareness of SQL, Rest API, JIRA, and Confluence * Analytical way of thinking along with an eye for detail and be a first-class problem solver * Delivery focused, able to multi-task and very much a team player Desired: * Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable ## Additional Information As a colleague here at Evelyn Partners you will have access to benefits that include: * Competitive salary * Private medical insurance * Life assurance * Pension contribution * Hybrid working model (role dependant) * Generous holiday package * Option to purchase additional holiday * Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. 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Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We’re seeking a talented individual to join our team in Glasgow, which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests. As Wealth Platform Support Analyst, your responsibilities will include among others: * Level 2 technical support of our core Wealth Management platforms * Work with our suppliers and internal development teams in incident, request, and change management processes * Prioritising technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained * Provide support for application configuration, releases and upgrades. * Problem analysis and resolution for application problems, in conjunction with the business users and third party suppliers where necessary. * Participation in testing and release management. ## Qualifications To be successful in this role, you should: * Previous experience of working in Wealth Management or similar with an understanding of Portfolio management suites and trading platforms * Previous experience in an Application Support role or similar * Proficient IT skills in core Microsoft Office systems * Previous experience / awareness of SQL, Rest API, JIRA, and Confluence * Analytical way of thinking along with an eye for detail and be a first-class problem solver * Delivery focused, able to multi-task and very much a team player Desired: * Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable ## Additional Information As a colleague here at Evelyn Partners you will have access to benefits that include: * Competitive salary * Private medical insurance * Life assurance * Pension contribution * Hybrid working model (role dependant) * Generous holiday package * Option to purchase additional holiday * Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.", "summaryDescription" : "Wealth Platform Support Analyst at Evelyn Partners. Skills: Wealth Management platforms, Application Support, Incident management. Provide Level 2 technical support. Work with suppliers", "postedDate" : "2026-06-12T08:56:15.000", "createdAt" : "2026-06-13T23:10:28.364", "lastUpdated" : "2026-06-15T03:28:18.175", "ingestTimestamp" : "2026-06-13T23:10:28.364", "mongoId" : "6a2caa4b74d8ee00a09c8f67", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "Technical support", "Application configuration", "Problem analysis", "Release management", "Wealth Management platforms", "Application Support", "Incident management", "Wealth Management", "Portfolio management", "Trading platforms", "Portfolio management suites", "JIRA", "Confluence" ], "skillCount" : 13, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 851.51166, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a3055fcf292fd229cf23c71", "title" : "Wealth Advisor", "company" : "Mariner Wealth Advisors", "industry" : "Wealth", "salary" : { "min" : 87000.0, "max" : 130000.0, "currency" : "USD", "frequency" : "Yearly" }, "location" : "Tigard, OR", "locations" : [ "Tigard, OR" ], "certifications" : [ "Series 65", "CFP", "CFA" ], "timestamp" : "2026-06-16T13:05:40.987", "fingerprint" : "611e964c8973aa125924d133dea14aff0d2bb79587a2ce392c29b5795a90ffe0", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/mariner-careers/981f27f4-e8d4-4464-b5f4-26730d2f8b09/application", "externalId" : "981f27f4-e8d4-4464-b5f4-26730d2f8b09", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Tigard", "state" : "Oregon", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "45.4307473,-122.7719330" } ], "locationText" : "Tigard, Oregon, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "technicalSkills" : "EMoney, MoneyGuide Pro", "professionalSkills" : [ "Wealth management", "Fee-based consulting", "Financial planning", "Investment management", "Talent development" ], "hardSkillsList" : [ "Tax", "Insurance" ], "hardSkills" : [ { "name" : "Tax", "level" : "intermediate" }, { "name" : "Insurance", "level" : "intermediate" } ], "majorSkills" : "Wealth management, Financial planning, Client relationships", "majorSkillsList" : [ "Wealth management", "Financial planning", "Client relationships" ], "coreResponsibilities" : "Provide comprehensive wealth management advice, Prepare customized financial plans, Analyze potential client solutions, Cultivate client relationships, Address client questions, Execute client requests, Update client information, Obtain new clients, Train new advisors, Mentor client service associates", "teamCollaboration" : "Work with wealth advisor team; Partner with clients; Work with team resources", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills; Mutual funds; Money manager programs", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills", "mutual-funds", "money-manager-programs" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "Mutual funds", "Money manager programs" ], "toolProficiency" : [ "EMoney", "MoneyGuide Pro" ], "communicationSkills" : "Interpersonal skills; Relationship management", "continuousLearning" : "Continuing education; Training; Talent development", "problemSolvingSkills" : "Research; Analysis", "specialRequirements" : "Clean U4 with no disclosures", "qualificationsBasic" : "Bachelor's degree required, 5+ years' experience, Series 65, CFP or CFA required", "qualificationsPreferred" : "Previous experience with high net worth clients, Previous experience with ultra-high net worth clients", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationships. Provide comprehensive wealth management advice. Prepare customized financial plans", "createdAt" : "2026-06-16T00:26:59.435", "lastUpdated" : "2026-06-16T13:05:40.987", "ingestTimestamp" : "2026-06-16T00:26:59.435", "mongoId" : "6a3055fcf292fd229cf23c71", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 87000, "salaryAnnualMax" : 130000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Tax", "Insurance", "Wealth management", "Financial planning", "Client relationships", "Fee-based consulting", "Investment management", "Talent development", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "Mutual funds", "Money manager programs", "Series 65", "CFP", "CFA", "EMoney", "MoneyGuide Pro" ], "skillCount" : 19, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 851.4475, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2caa4b74d8ee00a09c8f66", "title" : "Wealth Platform Support Analyst", "company" : "Evelyn Partners", "industry" : "Financial Services", "salary" : { "min" : 35000.0, "max" : 50000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Platform Support Analyst in Liverpool, United Kingdom, adjusted for the financial services industry." }, "location" : "London, United Kingdom", "locations" : [ "London", "United Kingdom" ], "timestamp" : "2026-06-16T04:49:04.470", "fingerprint" : "f464aa2690395e9eb7526cf00533bd4ca304473942d7a9b124ac139668bf9f07", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/EvelynPartners/744000131847409-wealth-platform-support-analyst", "externalId" : "744000131847409", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Liverpool", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "53.3933411,-2.9166389" } ], "locationText" : "Liverpool, United Kingdom", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "mid", "technicalSkills" : "SQL, Rest API", "professionalSkills" : [ "Portfolio management", "Trading platforms" ], "hardSkillsList" : [ "Technical support", "Application configuration", "Release management", "Problem analysis" ], "hardSkills" : [ { "name" : "Technical support", "level" : "intermediate" }, { "name" : "Application configuration", "level" : "intermediate" }, { "name" : "Release management", "level" : "intermediate" }, { "name" : "Problem analysis", "level" : "intermediate" } ], "majorSkills" : "Wealth Management platforms, Application Support, Incident management", "majorSkillsList" : [ "Wealth Management platforms", "Application Support", "Incident management" ], "coreResponsibilities" : "Provide Level 2 technical support, Work with suppliers in incident management, Work with suppliers in request management, Work with suppliers in change management, Work with internal development teams in incident management, Work with internal development teams in request management, Work with internal development teams in change management, Prioritise technical issues, Manage a queue of incidents, Manage a queue of requests, Maintain work notes, Provide support for application configuration, Provide support for releases, Provide support for upgrades, Problem analysis for application problems, Resolution for application problems, Participation in testing, Participation in release management", "teamCollaboration" : "With business stakeholders; With third party platform providers; With internal development teams", "domainKnowledge" : "Wealth Management; Portfolio management suites; Trading platforms", "domainList" : [ "wealth-management", "portfolio-management-suites", "trading-platforms" ], "domainSpecificKnowledge" : [ "Wealth Management", "Portfolio management suites", "Trading platforms" ], "toolProficiency" : [ "JIRA", "Confluence" ], "problemSolvingSkills" : "Problem solver", "qualificationsBasic" : "Application Support role experience, Proficient IT skills in core Microsoft Office systems, Analytical way of thinking, Eye for detail, First-class problem solver, Delivery focused, Able to multi-task, Team player", "qualificationsPreferred" : "Experience of working in Wealth Management or similar, Understanding of Portfolio management suites, Understanding of trading platforms, Awareness of SQL, Awareness of Rest API, Awareness of JIRA, Awareness of Confluence, Knowledge of Iress, Knowledge of Avaloq, Knowledge of Fidessa", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. What will you be doing? We’re seeking a talented individual to join our team in Liverpool, which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests. As Wealth Platform Support Analyst, your responsibilities will include among others: * Level 2 technical support of our core Wealth Management platforms * Work with our suppliers and internal development teams in incident, request, and change management processes * Prioritising technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained * Provide support for application configuration, releases and upgrades. * Problem analysis and resolution for application problems, in conjunction with the business users and third party suppliers where necessary. * Participation in testing and release management. ## Qualifications To be successful in this role, you should: * Previous experience of working in Wealth Management or similar with an understanding of Portfolio management suites and trading platforms * Previous experience in an Application Support role or similar * Proficient IT skills in core Microsoft Office systems * Previous experience / awareness of SQL, Rest API, JIRA, and Confluence * Analytical way of thinking along with an eye for detail and be a first-class problem solver * Delivery focused, able to multi-task and very much a team player Desired: * Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable ## Additional Information As a colleague here at Evelyn Partners you will have access to benefits that include: * Competitive salary * Private medical insurance * Life assurance * Pension contribution * Hybrid working model (role dependant) * Generous holiday package * Option to purchase additional holiday * Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.", "summaryDescription" : "Wealth Platform Support Analyst at Evelyn Partners. Skills: Wealth Management platforms, Application Support, Incident management. Provide Level 2 technical support. Work with suppliers in incident management", "postedDate" : "2026-06-12T08:56:31.000", "createdAt" : "2026-06-14T20:28:40.214", "lastUpdated" : "2026-06-16T04:49:04.470", "ingestTimestamp" : "2026-06-14T20:28:40.214", "mongoId" : "6a2caa4b74d8ee00a09c8f66", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "30k-50k", "hasSalary" : false, "allSkills" : [ "Technical support", "Application configuration", "Release management", "Problem analysis", "Wealth Management platforms", "Application Support", "Incident management", "Portfolio management", "Trading platforms", "Wealth Management", "Portfolio management suites", "JIRA", "Confluence" ], "skillCount" : 13, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 1.0, "_score" : 848.8211, "daysOld" : 3, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "69c94a889bc74574cbbb5181", "title" : "Sr. FinOps Analyst - AR, Vendor Credit Notes", "company" : "ADCI HYD 13 SEZ", "industry" : "Finance Accounting, Finance/Planning, finance", "salary" : { "min" : 1200000.0, "max" : 1800000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior FinOps Analyst in E-commerce in Hyderabad, India, adjusted for company size and industry." }, "location" : "Hyderabad, Telangana, IND", "locations" : [ "Hyderabad, Telangana, IND" ], "timestamp" : "2026-06-15T02:23:20.774", "fingerprint" : "0e094e30e4c30d4f79a0549bdbf6704668413ba9e41b4387649761a11b224c0e", "source" : "amazon", "language" : "en", "applyUrl" : "https://account.amazon.com/jobs/3192998/apply", "externalId" : "d932a7bc-ad69-4ec1-a31a-665fba83d1b8", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Hyderabad", "state" : "Telangana", "country" : "India", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "17.3605890,78.4740613" } ], "locationText" : "Hyderabad, Telangana, India", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's degree", "experienceMinYears" : 3, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "Excel", "professionalSkills" : [ "Accounts Receivables", "Cash application", "Reconciliation" ], "hardSkillsList" : [ "Data analysis", "Report preparation" ], "hardSkills" : [ { "name" : "Data analysis", "level" : "intermediate" }, { "name" : "Report preparation", "level" : "intermediate" } ], "majorSkills" : "Accounts Receivable, Cash Application, Reconciliation", "majorSkillsList" : [ "Accounts Receivable", "Cash Application", "Reconciliation" ], "coreResponsibilities" : "Post daily receipts, Post credit/debit memos, Contact customer for remittance details, Contact collections for remittance details, Contact business partners for remittance details, Research misapplied cash receipts, Resolve misapplied cash receipts, Research unidentified cash receipts, Resolve unidentified cash receipts, Identify customer remit discrepancies, Manually tag customer remit discrepancies, Identify short payments, Manually tag short payments, Test processes, Improve processes, Streamline accounts receivable process, Identify areas of improvement, Maintain daily reporting, Prepare daily reporting, Distribute daily reporting, Maintain monthly reporting, Prepare monthly reporting, Distribute monthly reporting, Meet monthly productivity goals, Identify payment differences, Reconcile payment differences, Post short payments, Post over payments, Post deductions on account, Post partial payments, Code reconciling transactions, Utilize shared mailboxes, Utilize customer web portals, Retrieve remittance details, Organize remittance details", "teamCollaboration" : "Collaborate with internal departments; Communicate results to management", "domainKnowledge" : "Accounts Receivable", "domainList" : [ "accounts-receivable" ], "domainSpecificKnowledge" : [ "Accounts Receivable" ], "toolProficiency" : [ "Microsoft Office", "Excel" ], "communicationSkills" : "Communicate cash adjustments", "problemSolvingSkills" : "Research missing funds; Research unidentified funds; Research rejected funds; Resolve payment differences", "outcomesObjectives" : "Reduce un-applied cash receipts", "qualificationsBasic" : "Bachelor's degree in accounting and commerce, Knowledge of Excel at an advanced level, Experience with Microsoft Office products and applications", "qualificationsPreferred" : "3+ years finance operations/shared services, 3+ years accounts payable, 3+ years account receivable (collections), 3+ years general ledger experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Job Description GAR (Global Accts Receivables) is looking for Cash Application Analyst responsible for posting payments from the lockbox, ACH, and wire transfer to customer accounts. This role includes cash application and reconciling payments, communicating cash adjustments, and reducing un-applied cash receipts on aged accounts receivable. This position also requires research on missing, unidentified and rejected funds and collaborating with various internal departments to apply payments timely and accurately. Successful candidate is expected to analyze reports and reconciles large amounts of data with the ability to communicate results to management. Summary of Responsibilities - Understanding of Accounts Receivables process. - Post daily receipts (wires/ACH/checks) and credit/debit memos on a timely basis in order to ensure accurate maintenance of accounts receivable balances. - Contact customer, collections and business partners to obtain remittance details. - Research and resolve misapplied and unidentified cash receipts in ERP. - Identify and manually tag all customer remit discrepancies and short payments. - Undertake tasks as requested by the Team Leader that may involve testing and process improvement. - Assist in streamlining and improving the accounts receivable process by identifying areas of improvement. - Maintain, prepare and distribute daily and monthly reporting to supervisor, and other stakeholders. - Meet the monthly productivity goals - Identify and reconcile payment differences, post short/over payments, deductions on account and partial payments and appropriately code all reconciling transactions - Utilize shared mailboxes and customer web portals to identify, retrieve and organize remittance details. Basic Qualifications: - Bachelor's degree in accounting and commerce (B. Com) - Knowledge of Excel at an advanced level - Experience with Microsoft Office products and applications Preferred Qualifications: - 3+ years of finance operations/shared services, accounts payable, account receivable (collections) or general ledger experience Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner.", "summaryDescription" : "Sr. FinOps Analyst - AR, Vendor Credit Notes at ADCI HYD 13 SEZ. Skills: Accounts Receivable, Cash Application, Reconciliation. Post daily receipts. Post credit/debit memos", "postedDate" : "2026-06-13T03:46:48.671", "createdAt" : "2026-06-13T03:46:48.671", "lastUpdated" : "2026-06-15T02:23:20.774", "ingestTimestamp" : "2026-06-13T03:46:48.671", "mongoId" : "69c94a889bc74574cbbb5181", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://account.amazon.com/jobs/3192998/apply", "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Data analysis", "Report preparation", "Accounts Receivable", "Cash Application", "Reconciliation", "Accounts Receivables", "Cash application", "Microsoft Office", "Excel" ], "skillCount" : 9, "jobCategory" : "sales", "dataQualityScore" : 1.0, "_score" : 846.6236, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Finance" }, { "id" : "6960824e0937eae70e9c8636", "title" : "Solutions Analyst", "company" : "Texas Workforce Commission", "industry" : "Government", "salary" : { "min" : 105000.0, "max" : 145000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Solutions Analyst in Austin, TX, adjusted for government industry and full-time employment." }, "location" : "825754", "locations" : [ "825754", "
Austin:1411 Brazos (320TX-4000)
1411 Brazos St
Austin, 78701

" ], "timestamp" : "2026-06-16T02:08:26.853", "fingerprint" : "06526bef9bc4be9c1f91ae6b52785ea89c68e6226fec89db2252afeb8eb8d59d", "source" : "taleo", "language" : "en", "applyUrl" : "https://aa270.taleo.net/careersection/ex/jobdetail.ftl?job=28882", "externalId" : "28882", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Austin", "state" : "Texas", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "30.2711286,-97.7436995" } ], "locationText" : "Austin, Texas, United States", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "technicalSkills" : "SDLC, Waterfall, Agile", "professionalSkills" : [ "Systems analysis", "Computer systems analysis", "Program analysis", "Data processing", "Requirements analysis", "Process modeling", "System design", "Software development" ], "hardSkillsList" : [ "Requirements documentation", "Test case writing", "Architectural diagrams", "Flowcharts", "Database specifications", "Data flow", "Data migration", "Interface rules", "Logical workflow" ], "hardSkills" : [ { "name" : "Requirements documentation", "level" : "intermediate" }, { "name" : "Test case writing", "level" : "intermediate" }, { "name" : "Architectural diagrams", "level" : "intermediate" }, { "name" : "Flowcharts", "level" : "intermediate" }, { "name" : "Database specifications", "level" : "intermediate" }, { "name" : "Data flow", "level" : "intermediate" }, { "name" : "Data migration", "level" : "intermediate" }, { "name" : "Interface rules", "level" : "intermediate" }, { "name" : "Logical workflow", "level" : "intermediate" } ], "majorSkills" : "Systems analysis, Requirements documentation, SDLC", "majorSkillsList" : [ "Systems analysis", "Requirements documentation", "SDLC" ], "coreResponsibilities" : "Perform analyses on application solutions, Document analyses using SDLC methodologies, Lead meetings with business customers, Lead meetings with technical staff, Gather business requirements, Document business requirements, Coordinate documented requirements, Conduct joint application design sessions, Define business requirements, Develop software systems requirements, Communicate with users, Determine requirements for new programs, Determine requirements for new systems, Determine requirements for modifications, Prepare preliminary designs, Prepare detailed designs, Create process models, Create flowcharts, Create data mapping, Verify design logic, Verify design processes, Provide training, Give presentations, Demonstrate systems, Report work progress, Report risks, Report issues, Assist in diagnosis of problems, Write specifications for developing software, Write specifications for correcting software, Improve system performance, Improve system accuracy, Ensure compliance with laws, Ensure compliance with rules, Ensure compliance with policies, Ensure compliance with procedures, Contribute to teamwork, Promote IT excellence, Perform other duties", "teamCollaboration" : "Business customers; Technical staff; IT staff", "projectManagementSkills" : [ "SDLC", "Waterfall", "Hybrid" ], "domainKnowledge" : "Unemployment Insurance; Vocational Rehabilitation; Workforce Development", "domainList" : [ "unemployment-insurance", "vocational-rehabilitation", "workforce-development" ], "domainSpecificKnowledge" : [ "Unemployment Insurance", "Vocational Rehabilitation", "Workforce Development" ], "communicationSkills" : "Communication skills", "documentationSkills" : "Document analyses; Document requirements; Document designs; Document processes; Documentation", "continuousLearning" : "Training and development", "problemSolvingSkills" : "Problem-solving skills; Analytical skills", "specialRequirements" : "Must be a Texas resident, Willing to relocate to Texas, Security sensitive position", "qualificationsBasic" : "Three years of experience as a systems analyst, Three years of experience in computer programming, Three years of experience in systems analysis, Three years of experience in program analysis, Three years of experience with data processing, Bachelor’s degree in a technical field, Bachelor’s degree in an analytical field", "qualificationsPreferred" : "Experience conducting fit/gap sessions, Experience performing system configuration, Experience developing training documentation, Experience in Public Sector service delivery, Experience with CCEL programs, Experience with Unemployment Insurance programs, Experience with Vocational Rehabilitation programs, Experience with Workforce Development programs", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "WHO WE ARE: Texas Workforce Commission connects people with careers across the state. While we are based in Austin on the north lawn of the Texas State Capitol, we have offices statewide. We're a Family Friendly Certified Workplace with great work-life balance, competitive salaries, extensive opportunities for training and development, and fantastic benefits. This position is based at 1411 Brazos St, Austin. TWC is not considering applications from individuals who require sponsorship for an employment visa, including those currently on student or postgraduate visas. You must be a Texas resident to work for the Texas Workforce Commission or willing to relocate to Texas. WHO YOU ARE: We're looking for an IT professional who can translate business challenges into technical solutions, using their expertise and following our established SDLC. The ideal candidate is highly motivated with strong problem-solving and analytical skills. A customer-focused attitude and strong communication skills are essential. WHAT YOU WILL DO: The Solutions Analyst (Systems Analyst IV) is selected by and accountable to the Solutions Analyst Manager with the approval of the IT Central Intake and Quality Assurance Director, Deputy Chief Information Officer and Chief Information Officer. Performs highly complex (senior-level) computer systems analysis work. Work involves planning and analyzing user requirements, procedures, and problems to automate processing or to improve Applications Solutions (AS) systems. Work is performed under limited supervision, with considerable latitude for the use of initiative and independent judgment. Maintains a reliable predictable work schedule. May provide guidance or oversee the work of others. May be called upon to work outside of normal business hours to complete urgent assignments or troubleshoot critical issues. YOU WILL BE TRUSTED TO: -Perform analyses on existing and new application solutions as assigned. -Document analyses using approved software development life cycles/methodologies including waterfall and hybrid (blend of waterfall and agile), tools, and techniques to address automation needs for existing and/or new applications solutions within AS responsibility. -Lead and facilitate meetings with both business customers and technical staff at varied organization levels and the ability to set meeting goals and objectives, agendas, gather and document business requirements in shell statements, and coordinate documented requirements by leaders of both business/program and IT. -Conduct joint application design sessions with customers and IT staff to define business requirements and develop software systems requirements. -Communicate with users to determine requirements of new programs/systems or modifications to existing programs/systems. -Prepare preliminary and detailed designs, process models, flowcharts, data mapping and other documentation for present and proposed business processes and automated systems to verify design logic and processes. -May include training, presentations, or system demonstrations. -Report work progress, risks, and issues to manager and leadership -Assist in the diagnosis of problems associated with automated applications and writes detailed specifications for developing or correcting software for handling complex processes to improve system performance and/or accuracy. -Ensure compliance with all Federal, State, and agency laws, rules, policies, and procedures including IT Handbook and Standard Operating Procedures (SOPs) that govern TWC IT. -Contribute to teamwork and communicate effectively. -Promote an image of IT excellence. -Perform other duties as assigned to maintain IT operations. YOU ARE A GREAT FIT WITH: -Experience as a systems analyst or a bachelor’s degree, preferably in a technical or analytical field and three years of experience as a systems analyst. -Experience conducting fit/gap sessions, performing system configuration, conducting testing including UAT and developing training documentation. -Experience and skill preparing requirements documentation such as: business requirements in shell statement format, requirements traceability matrix to verify all requirements are included in design documents created by developers, write test cases and/or review test cases created by testers, quality assurance staff, and/or end users Ability to document architectural diagrams, flowcharts (database specifications, data flow, data migration rules, data warehouse, interface rules, logical workflow charts, and specifications. -Skills in developing creative and workable solutions to complex problems. -Knowledge of SDLC (waterfall, hybrid, a blend of waterfall and agile) principles and practices. (Currently, TWC uses waterfall and hybrid, not pure agile development approach.) -Ability to document business requirements in a shell format is a higher priority that writing use cases. -Proactive and detail-oriented, able to manage multiple concurrent projects and tasks -Skill planning and organizing work to meet deadlines. -Demonstrated experience in system analysis, structured query language (SQL), problem solving and design work. -Experience with Microsoft Windows and Office products: Outlook, Word, Excel, Visio and PowerPoint. Experience with SharePoint. -Ability to communicate effectively orally and in writing with team members, customers, and management. -Knowledge about state and federal requirements governing the missions and business processes and application solutions used by the following TWC programs: Child Care and Early Learning (CCEL), Unemployment Insurance, Vocational Rehabilitation, and/or Workforce Development. -Experience in Public Sector service delivery. YOU QUALIFY WITH: -Three years of full-time experience in computer programming, systems analysis and/or program analysis or three years of full-time experience which provided general knowledge of data processing or systems analysis. -Relevant academic credits may be applied toward experience qualifications for this position. YOU GAIN: -A Family Friendly Certified Workplace -Competitive starting salary: $5,100.00 - $6,300.00 / month -Defined Retirement Benefit Plan -Optional 401(k) and 457 accounts -Medical Insurance -Paid time off, including time for vacation, sick and family care leave -Additional benefits for active employees can be found at https://www.ers.texas.gov/Active-Employees/Health-Benefits. VETERANS: Use your military skills to qualify for this position or other jobs! Go to www.texasskillstowork.com to translate your military work experience and training courses into civilian job terms, qualifications, and skill sets. Also, you can compare this position to military occupations (MOS) at the Texas State Auditor's Office by pasting this link into your browser: https://hr.sao.texas.gov/Compensation/MilitaryCrosswalk/MOSC_InformationTechnology.pdf HOW TO APPLY: To be considered, please complete a State of Texas Application for Employment and apply online at www.workintexas.com or on Taleo. TWC is not considering applications from individuals who require sponsorship for an employment visa, including those currently on student or postgraduate visas. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. A position utilizing this classification will be designated as security sensitive according to the Texas Labor Code, Section 301.042. United States-Texas-Austin", "summaryDescription" : "Solutions Analyst at Texas Workforce Commission. 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Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your interest in being a part of our firm. 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Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-JS1 #LI-Hybrid We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationships. Provide wealth management advice. 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Partner with strategic relationships; Work with available resources", "domainKnowledge" : "High net worth clients; Fee-based consulting; Tax; Mutual funds; Money manager programs; Insurance; Financial planning", "domainList" : [ "high-net-worth-clients", "fee-based-consulting", "tax", "mutual-funds", "money-manager-programs", "insurance", "financial-planning" ], "domainSpecificKnowledge" : [ "High net worth clients", "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Financial planning" ], "toolProficiency" : [ "EMoney", "MoneyGuide Pro" ], "communicationSkills" : "Client communication", "continuousLearning" : "Continuing education; Training; Talent development", "problemSolvingSkills" : "Research; Analysis", "specialRequirements" : "Clean U4 with no disclosures", "qualificationsBasic" : "Bachelor's degree required, 5+ years experience, Series 65, CFP or CFA required", "qualificationsPreferred" : "Previous experience with high net worth clients, Previous experience with ultra-high net worth clients, Demonstrated talent development experience", "workSiteFlexibility" : "Onsite", "rawDescription" : "As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. 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Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationships. Provide comprehensive wealth management advice. 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Branch management; Lending associates; Business Services associates", "domainKnowledge" : "Broker dealer policies; FINRA requirements; Securities regulations; Insurance regulations; Bank Secrecy Act; Anti-Money Laundering; USA Patriot Act", "domainList" : [ "broker-dealer-policies", "finra-requirements", "securities-regulations", "insurance-regulations", "bank-secrecy-act", "anti-money-laundering", "usa-patriot-act" ], "domainSpecificKnowledge" : [ "Broker dealer policies", "FINRA requirements", "Securities regulations", "Insurance regulations", "Bank Secrecy Act", "Anti-Money Laundering", "USA Patriot Act" ], "toolProficiency" : [ "CRM system" ], "continuousLearning" : "Required training; Informational meetings", "specialRequirements" : "Credit and criminal background check", "outcomesObjectives" : "Achieve production goals; Attain commission goals", "qualificationsBasic" : "High School Diploma required, Minimum of two years’ work experience as a Financial Advisor, FINRA Registration: SIE, Series 7, 63/65 (or 66), required, AZ Life, Health and Variable Products License, required", "qualificationsPreferred" : "Bachelor's Degree in Economics, Finance, Business, or equivalent work experience, Certified Financial Planner (CFP), preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are \uD83E\uDDE9 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do \uD83D\uDE80 \uD83D\uDCCDThis position will be located in Flagstaff, AZ Serve the investment and planning needs of Credit Union Members utilizing a Total-Needs Based selling approach. Help members identify financial goals and objectives from face-to-face financial analysis and identify appropriate insurance and securities products to meet members' goals and lifecycle objectives. Establish relationships through continuous periodic reviews as an essential part of the Total-Needs Based Sales process. Participate in local and community activities necessary to cultivate business outside of the Credit Union. Present a professional image and cultivate a strong working relationship with Credit Union associates, members, and other key people involved in the Credit Union. Cultivate strong working relationships and build trust among credit union staff by attending and participating in staff meetings and other credit union staff functions. Implement the phases of the marketing plan created with the officer over investment services to generate targeted appointment benchmarks with members. Attain commission goals and activities according to standards. Cultivate business through community involvement. Partner with branch management, lending and Business Services associates to build profitable relationships. Comply with broker dealer, insurance, and securities requirements. Conduct business according to policies' and procedures' standards of honesty, fairness, and integrity. Render service to members and associates according to prescribed standards. Follow the established guidelines for maintaining client files in accordance with broker dealer policies and practices and FINRA requirements. Attend all required training and informational meetings such as those scheduled by the officer over investment services, the training department, or by whatever group oversees broker dealer compliance. Ensure duties are performed in accordance with established standards and in compliance with laws and regulations. Stay abreast of current legislation, regulations and policies. Complete and submit tracking and reporting data into the customer relationship management (CRM) system. Ensure compliance with relevant agreements, such as those governing broker dealer registered representatives. What You Bring \uD83C\uDFAF High School Diploma Require Bachelor's Degree College degree, preferably in Economics, Finance Business, or equivalent work experience 1 to 3 years of similar or related experience. Minimum of two years’ work experience as a Financial Advisor. Ability to achieve production goals, with minimal dependence on Credit Union referrals. FINRA Registration: SIE, Series 7, 63/65 (or 66), required AZ Life, Health and Variable Products License, required Certified Financial Planner (CFP), preferred A passion for people, innovation, and growth. Compensation we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible. Additional Notes: Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.", "summaryDescription" : "Wealth Advisor at OneAZ Credit Union. Skills: Wealth management, Client relationship management, Sales. Serve investment and planning needs. Help members identify financial goals", "postedDate" : "2026-06-14T19:18:56.894", "createdAt" : "2026-06-14T19:18:56.894", "lastUpdated" : "2026-06-16T02:48:10.414", "ingestTimestamp" : "2026-06-14T19:18:56.894", "mongoId" : "6a2c7a4374d8ee00a0944fce", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 58000, "salaryAnnualMax" : 85000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Securities sales", "Insurance sales", "Financial planning", "Wealth management", "Client relationship management", "Sales", "Financial analysis", "Needs-based selling", "Product knowledge", "Broker dealer policies", "FINRA requirements", "Securities regulations", "Insurance regulations", "Bank Secrecy Act", "Anti-Money Laundering", "USA Patriot Act", "SIE", "Series 7", "Series 63", "Series 65", "Series 66", "AZ Life License", "AZ Health License", "AZ Variable Products License", "CFP", "CRM system" ], "skillCount" : 26, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 802.37585, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Banking", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2a60b574d8ee00a06204a6", "title" : "Distribution Solutions Expert", "company" : "Sanofi", "salary" : { "min" : 79104.0, "max" : 105472.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : false }, "location" : "Germany", "locations" : [ "Germany" ], "timestamp" : "2026-06-12T19:48:00.342", "fingerprint" : "45f220cd3eb9343c65fd452306f871d5fe38bb0d7d52a1ab9ed9c89edb980c88", "source" : "workday", "language" : "en", "applyUrl" : "https://sanofi.wd3.myworkdayjobs.com/SanofiCareers/job/Frankfurt-am-Main/Distribution-Solutions-Expert--all-genders-_R2849298-1", "externalId" : "R2849298", "locationPoint" : "51.1657,10.4515", "structuredLocations" : [ { "country" : "Germany", "continent" : "eu", "workMode" : "onsite" } ], "locationText" : "Germany", "employmentType" : "FULL_TIME", "professionalSkills" : [ "Logistics processes", "Inbound management", "Outbound management", "Stock control" ], "hardSkillsList" : [ "Logistics operations", "Stock monitoring", "Inventory reconciliation", "Performance tracking" ], "hardSkills" : [ { "name" : "Logistics operations", "level" : "intermediate" }, { "name" : "Stock monitoring", "level" : "intermediate" }, { "name" : "Inventory reconciliation", "level" : "intermediate" }, { "name" : "Performance tracking", "level" : "intermediate" } ], "majorSkills" : "Logistics operations, Process improvement, Stakeholder management", "majorSkillsList" : [ "Logistics operations", "Process improvement", "Stakeholder management" ], "coreResponsibilities" : "Support inbound logistics, Coordinate inbound flow, Assist with reception activities, Ensure efficient reception, Monitor inbound flows efficiency, Optimize inbound schedules, Track inbound performance, Assist with logistics claims, Investigate logistics claims, Document logistics claims, Support returns management, Track returns, Manage returns, Investigate return causes, Support stock monitoring, Track stock levels, Assist with inventory reconciliation, Ensure accurate inventory tracking, Monitor stock turnover, Assist in inventory disposal, Coordinate stock destruction, Assist with operational performance, Monitor operational activities, Track performance data, Support continuous improvement projects, Implement process enhancements, Support operational improvements, Support new system implementations, Assist with technology introduction, Ensure smooth transitions, Ensure user adoption, Collaborate with internal stakeholders, Provide support for performance tracking, Collect performance metrics, Report performance metrics", "teamCollaboration" : "Internal teams; 3PLs; Finance teams; Quality teams; Operational teams", "domainKnowledge" : "Export distribution; Third-party logistics; Pharmaceutical logistics", "domainList" : [ "export-distribution", "third-party-logistics", "pharmaceutical-logistics" ], "domainSpecificKnowledge" : [ "Export distribution", "Third-party logistics", "Pharmaceutical logistics" ], "toolProficiency" : [ "SAP", "Logistics management systems" ], "problemSolvingSkills" : "Resolve operational issues; Identify inefficiencies; Identify issues; Offer simple solutions; Escalate issues", "qualificationsBasic" : "Basic Supply Chain & Distribution knowledge, Operational support experience, Team collaboration, Experience with logistics management systems, Experience with collaborative tools, Analytical mindset", "qualificationsPreferred" : "Familiarity with regulated industries, Experience with 3PLs, Problem-solving ability, Process improvement mindset", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**To ensure a rapid processing of your application, please apply only via the “Apply” button. Please include a letter of motivation and a current resume with your application.** The **Distribution Solution Expert** will play a key role in supporting logistics operations at export distribution platforms, ensuring smooth execution of day-to-day activities related to inbound and outbound flows, stock management, and logistics claims. This role will focus on operational tasks, collaborating closely with internal teams and 3PLs (third-party logistics providers) to maintain efficiency, resolve operational issues, and help improve logistics processes under the guidance of senior management. **Key Accountabilities** ** _Inbound Flows coordination_** * **Support inbound logistics** : Assist with coordinating the flow of shipments between shipping sites and 3PLs, ensuring timely deliveries and resolving minor issues as they arise. * **Assist with reception activities:** Help ensure effective communication between operational teams and 3PLs, ensuring efficient reception of goods and minimal disruptions. * **Monitor inbound flows efficiency** : Assist in optimizing inbound schedules and capacity utilization in collaboration with 3PLs, tracking performance to highlight opportunities for improvement. ** _Outbound management & Claims_** * **Assist with logistics claims** : Help investigate, and document logistics claims related to lost, damaged, or delayed shipments, escalating significant issues as needed. * **Support returns management** : Assist in tracking and managing returns, investigating root causes and supporting process improvements to reduce return rates. ** _Stock and Inventory Management_** * **Support stock monitoring** : Help track stock levels, assist with inventory reconciliation efforts, and address any discrepancies in collaboration with distribution sites and 3PLs. * **Ensure accurate inventory tracking** : Monitor stock turnover, ensuring compliance with internal stock targets and support efforts to reduce excess stock and avoid expiration. * **Assist in inventory disposal** : Help coordinate stock destruction and disposal, ensuring compliance with internal policies and regulations. ** _Operational Support and Process Improvement_** * **Assist with operational performance** : Monitor key operational activities, tracking performance data and supporting the identification of inefficiencies. * **Provide support for continuous improvement projects** : Help implement process enhancements and operational improvements, supporting senior team members in driving efficiency initiatives across logistics. * **Support new system or tool implementations** : Assist with the introduction of new technologies or process improvements, helping to ensure smooth transitions and user adoption. ** _Collaboration and Reporting_** * **Collaborate with internal stakeholders** : Work closely with various internal teams, including finance, quality, and operational teams, to ensure alignment on stock management and operational priorities. * **Provide support for performance tracking** : Assist in collecting and reporting performance metrics, offering data insights to help identify areas for improvement. _About you_ __ **Skills/Expertise/Experience:** * **Basic Supply Chain & Distribution knowledge**: Understanding of logistics processes, including inbound and outbound management and stock control * **Operational support experience** : Proven ability to assist in logistics or supply chain operations, ensuring smooth day-to-day activities. * **Team collaboration** : Comfortable working with different teams, contributing to operational tasks while maintaining good communication. * **Tool proficiency** : Experience with logistics management systems (such as SAP or similar platforms) and collaborative tools. * **Analytical mindset** : Ability to analyze basic operational data and assist in resolving logistical issues. **Preferred Skills/Expertise/Experience:** * **Familiarity with regulated industries:** Some knowledge or exposure to working within regulated sectors like pharmaceuticals or life sciences is a plus. * **Experience with 3PLs** : Familiarity with 3PL relationships and logistics operations, ideally within distribution. * **Problem-solving ability:** Able to identify issues in logistics processes and offer simple solutions or escalate where necessary. * **Process improvement mindset:** Interest in assisting with the continuous improvement of logis # Pursue _progress_ , discover _extraordinary_ Better is out there. Better medications, better outcomes, better science. But progress doesn’t happen without people – people from different backgrounds, in different locations, doing different roles, all united by one thing: a desire to make miracles happen. So, let’s be those people. At Sanofi, we provide equal opportunities to all regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, ability or gender identity. Watch our [ALL IN video](https://www.youtube.com/watch?v=SkpDBZ-CJKw&t=67s) and check out our Diversity Equity and Inclusion actions at [sanofi.com](https://www.sanofi.com/en/our-responsibility/equality-and-inclusiveness)! The salary range for this position is :€79.104,00 - €105.472 Final compensation will be determined based on demonstrated experience, skills, location, and other relevant factors. Employees may be eligible to participate in Company employee benefit programs.", "summaryDescription" : "Distribution Solutions Expert at Sanofi. Skills: Logistics operations, Process improvement, Stakeholder management. Support inbound logistics. Coordinate inbound flow", "postedDate" : "2026-06-11T15:29:12.757", "createdAt" : "2026-06-11T15:29:12.715", "lastUpdated" : "2026-06-12T19:48:00.342", "ingestTimestamp" : "2026-06-11T15:29:12.715", "mongoId" : "6a2a60b574d8ee00a06204a6", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://sanofi.wd3.myworkdayjobs.com/SanofiCareers/job/Frankfurt-am-Main/Distribution-Solutions-Expert--all-genders-_R2849298-1", "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Logistics operations", "Stock monitoring", "Inventory reconciliation", "Performance tracking", "Process improvement", "Stakeholder management", "Logistics processes", "Inbound management", "Outbound management", "Stock control", "Export distribution", "Third-party logistics", "Pharmaceutical logistics", "SAP", "Logistics management systems" ], "skillCount" : 15, "jobCategory" : "other", "seniorityLevel" : "mid", "dataQualityScore" : 0.8888889, "_score" : 797.8597, "daysOld" : 1, "hasLocation" : true, "hasGeo" : false }, { "id" : "6a2cc39974d8ee00a0a09cd5", "title" : "Wealth Advisor", "company" : "Mariner Wealth Advisors", "industry" : "Wealth", "salary" : { "min" : 95000.0, "max" : 145000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Advisor in Tulsa, United States, adjusted for the Financial Services industry and company size." }, "location" : "Tulsa, OK", "locations" : [ "Tulsa, OK" ], "certifications" : [ "Series 65", "CFP", "CFA" ], "timestamp" : "2026-06-15T13:01:40.419", "fingerprint" : "6fcdedfdf63208d62236e9ea3db23cd6e0c67c58b6451a0b71bae09273218a26", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/mariner-careers/011d623a-d2ee-4565-bea6-f3c402bae900/application", "externalId" : "011d623a-d2ee-4565-bea6-f3c402bae900", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Tulsa", "state" : "Oklahoma", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "36.1563122,-95.9927516" } ], "locationText" : "Tulsa, Oklahoma, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 5, "experienceLevel" : "Mid", "professionalSkills" : [ "Wealth management", "Financial planning", "Investment management", "Client relationship management" ], "hardSkillsList" : [ "Portfolio analysis", "Financial analysis" ], "softSkillsList" : [ "Thoughtful listener", "Team mentality", "Interpersonal skills", "Relationship management skills", "Organizational skills", "Time management skills" ], "hardSkills" : [ { "name" : "Portfolio analysis", "level" : "intermediate" }, { "name" : "Financial analysis", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Thoughtful listener" }, { "name" : "Team mentality" }, { "name" : "Interpersonal skills" }, { "name" : "Relationship management skills" }, { "name" : "Organizational skills" }, { "name" : "Time management skills" } ], "majorSkills" : "Wealth management, Financial planning, Client relationships", "majorSkillsList" : [ "Wealth management", "Financial planning", "Client relationships" ], "coreResponsibilities" : "Provide comprehensive wealth management advice, Prepare financial plans, Prepare portfolios, Conduct research and analysis, Cultivate client relationships, Lead client relationships, Address client questions, Address client needs, Execute client requests, Update client information, Obtain new clients, Train new advisors, Mentor new advisors, Train client service associates, Mentor client service associates", "teamCollaboration" : "Work with wealth advisor team; Partner with strategic relationships; Partner with community networks", "domainKnowledge" : "Fee-based consulting; Tax; Mutual funds; Money manager programs; Insurance; Financial planning", "domainList" : [ "fee-based-consulting", "tax", "mutual-funds", "money-manager-programs", "insurance", "financial-planning" ], "domainSpecificKnowledge" : [ "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Financial planning" ], "toolProficiency" : [ "EMoney", "MoneyGuide Pro" ], "communicationSkills" : "Client communication", "continuousLearning" : "Continuing education; Training; Talent development", "problemSolvingSkills" : "Research; Analysis", "specialRequirements" : "Clean U4", "qualificationsBasic" : "Bachelor's degree required, 5+ years' experience, Series 65, CFP or CFA required, Clean U4 with no disclosures", "qualificationsPreferred" : "Fee-based consulting experience, Tax experience, Mutual funds experience, Money manager programs experience, Insurance experience, Financial planning experience, High net worth clients experience, Ultra-high net worth clients experience, EMoney proficiency, MoneyGuide Pro proficiency, Talent development experience, Training new staff experience, Mentoring interns experience", "workSiteFlexibility" : "Onsite", "rawDescription" : "As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities - Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs - Effectively work with your team and available resources in support of our clients, executing client requests and updating information - Active participant in obtaining new clients in partnership with strategic relationships and community networks - Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications - Bachelor’s degree required - 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience - Series 65, CFP or CFA required Skills & Knowledge - Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning - Previous experience with high net worth or ultra-high net worth clients - Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) - Highly effective interpersonal, relationship management and communication skills - Demonstrated talent development experience, training new staff, mentoring interns, etc. - Excellent organizational and time management skills in a high energy environment to manage multiple priorities - Strong attention to detail Note: All Wealth Advisors must have a clean U4 with no disclosures. #LI-MK1 We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/. EOE M/F/D/V", "summaryDescription" : "Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationships. Provide comprehensive wealth management advice. Prepare financial plans", "createdAt" : "2026-06-13T23:27:31.358", "lastUpdated" : "2026-06-15T13:01:40.419", "ingestTimestamp" : "2026-06-13T23:27:31.358", "mongoId" : "6a2cc39974d8ee00a0a09cd5", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 145000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Portfolio analysis", "Financial analysis", "Thoughtful listener", "Team mentality", "Interpersonal skills", "Relationship management skills", "Organizational skills", "Time management skills", "Wealth management", "Financial planning", "Client relationships", "Investment management", "Client relationship management", "Fee-based consulting", "Tax", "Mutual funds", "Money manager programs", "Insurance", "Series 65", "CFP", "CFA", "EMoney", "MoneyGuide Pro" ], "skillCount" : 23, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.8888889, "_score" : 796.2431, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2ca68e74d8ee00a09bc329", "title" : "Wealth Manager", "company" : "Focus Financial Partners", "industry" : "Banking", "salary" : { "min" : 125000.0, "max" : 185000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Manager in Seattle, adjusted for the Financial Services industry and company size." }, "location" : "Seattle, Washington, United States", "locations" : [ "Seattle", "Washington", "United States" ], "certifications" : [ "CFA designation" ], "timestamp" : "2026-06-15T08:26:50.151", "fingerprint" : "5d30f638e50ecb5feb45b88b75a184fc45c621f4c9a7328708ddf3e992c38513", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6022829004", "externalId" : "6022829004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Seattle", "state" : "Washington", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "47.6038321,-122.3300620" } ], "locationText" : "Seattle, Washington, United States", "technicalSkills" : "Python, R, SQL, Bloomberg Terminal", "professionalSkills" : [ "Investment management", "Portfolio management", "Fundamental analysis", "Stock recommendations", "Client relationship management" ], "hardSkillsList" : [ "Financial analysis", "Investment research" ], "softSkillsList" : [ "Relatability", "Thoughtfulness", "Patience", "Tact" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Investment research", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Relatability" }, { "name" : "Thoughtfulness" }, { "name" : "Patience" }, { "name" : "Tact" } ], "majorSkills" : "Wealth management, Equity research, Client relations", "majorSkillsList" : [ "Wealth management", "Equity research", "Client relations" ], "coreResponsibilities" : "Research stocks, Recommend stocks, Manage stocks, Manage client investments, Source new ideas, Conduct fundamental analysis, Develop stock recommendations, Provide research, Recommend changes, Contribute to research materials, Articulate team views, Manage client portfolios, Communicate with clients, Lead client meetings, Address questions, Document client contact, Delegate tasks, Back up Relationship Manager, Develop client relationships", "teamCollaboration" : "Collaborate with co-managers; Collaborate with client team; Work with other Wealth Managers", "domainKnowledge" : "Large Cap Growth; Active management; Individual securities", "domainList" : [ "large-cap-growth", "active-management", "individual-securities" ], "domainSpecificKnowledge" : [ "Large Cap Growth", "Active management", "Individual securities" ], "toolProficiency" : [ "Bloomberg Terminal" ], "communicationSkills" : "Verbal communication; Written communication; Client meetings", "documentationSkills" : "Document client contact", "continuousLearning" : "Continuously learning", "outcomesObjectives" : "Achieve financial goals; Grow business; Retain existing relationships", "qualificationsBasic" : "5+ years investment experience", "qualificationsPreferred" : "CFA designation preferred", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been more than just fiduciaries; we've been partners in our clients' wealth journey. Our base in Seattle, Washington, is the hub for our independent and unbiased investment advisory services, catering to high-net-worth individuals, families, and institutions. Our team thrives in a collaborative environment dedicated to improving our clients' financial lives. We are seeking a dynamic investment professional to join our rapidly expanding team. As an investment-focused Wealth Manager, you will have two main responsibilities: researching, recommending, and managing stocks for the firm’s Large Cap Growth portfolio; and working with clients to manage their investments. This is a hybrid role: 3 days in office / 2 days remote Primary Responsibilities This role is a key contributor within the investment team. You will support the firm’s overall research effort, focusing specifically on the Large Cap Growth portfolio. A successful candidate will: Collaborate with co-managers of the Large Cap Growth equity team to source new ideas, conduct fundamental analysis, and contribute to the development and delivery of stock recommendations. This may involve taking both the research analyst and portfolio manager perspectives. Provide ongoing research and recommendations on existing equity positions and recommend changes to the model portfolio as necessary. Contribute to research materials and articulate the team’s views on individual stocks both within the firm and to clients. The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client’s team, including the financial planner, associate wealth manager, and client service. You will work independently and in collaboration with other Wealth Managers to help clients achieve their financial goals. For example, you should be comfortable: Managing client portfolios and communicating with clients of varying levels of sophistication regarding their investments and the markets. Leading client meetings and ensuring questions and concerns are addressed. Documenting client contact and follow-up work is part of our process. Delegating general relationship, financial planning, and administrative tasks to teammates as appropriate. You may back up the Relationship Manager as needed. Successful Wealth Managers may also excel at developing relationships with new clients and other professionals. Growing our business is a core value, and identifying new opportunities and retaining existing relationships is a goal across the firm. Qualifications The Wealth Manager role is highly impactful within the firm and with clients. Therefore, the following qualities are crucial: Demonstrated ability to deliver exceptional client service. Strong client relationship skills—listening, relatability, communication, empathy, compassion, and thoughtfulness. Excellent verbal and written communication skills, both internally and externally (with clients and professional partners). Trustworthy and accountable with attention to detail. Professional poise, patience, understanding, and tact, particularly when working with clients under stress. Ability to prioritize tasks and put the client first. Able to work independently as a self-motivated and proactive manager, while also communicating effectively with a team to serve clients. Strong investment knowledge of both current and historical markets. Aligns with active management and individual securities. Feels comfortable discussing investment strategies and positions with clients in all types of markets. Dedicated to continuously learning and growing. CFA designation preferred. Being active in the community and serving those around them. The annualized base pay range for this role is expected to be between $150,000-$250,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-JS1 Badgley Phelps Wealth Managers is part of the Focus Financial Partners’ network firm community. As part of the partnership, Badgley Phelps remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment. About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.", "summaryDescription" : "Wealth Manager at Focus Financial Partners. Skills: Wealth management, Equity research, Client relations. Research stocks. Recommend stocks", "postedDate" : "2026-06-14T03:00:19.798", "createdAt" : "2026-06-14T03:00:19.798", "lastUpdated" : "2026-06-15T08:26:50.151", "ingestTimestamp" : "2026-06-14T03:00:19.798", "mongoId" : "6a2ca68e74d8ee00a09bc329", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 125000, "salaryAnnualMax" : 185000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Investment research", "Relatability", "Thoughtfulness", "Patience", "Tact", "Wealth management", "Equity research", "Client relations", "Investment management", "Portfolio management", "Fundamental analysis", "Stock recommendations", "Client relationship management", "Large Cap Growth", "Active management", "Individual securities", "CFA designation", "Bloomberg Terminal" ], "skillCount" : 19, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 781.6722, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2eb32974d8ee00a0e7dd69", "title" : "Wealth Solutions Advisor SAFE Act", "company" : "Citi", "industry" : "Banking", "salary" : { "min" : 76560.0, "max" : 106840.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "United States of America", "locations" : [ "United States of America" ], "certifications" : [ "SAFE Act" ], "timestamp" : "2026-06-16T04:34:30.579", "fingerprint" : "3b928f4dc3b4a806483f2228a5ade4b1f9fdaa82c64be7bb370a179bca148935", "source" : "workday", "language" : "en", "applyUrl" : "https://citi.wd5.myworkdayjobs.com/2/job/Jacksonville-Florida-United-States/Wealth-Solutions-Advisor-SAFE-Act_26971076", "externalId" : "26971076", "industryFunction" : { }, "locationPoint" : "51.43667,5.97917", "structuredLocations" : [ { "city" : "Jacksonville", "state" : "Florida", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "30.3262247,-81.6579179" } ], "locationText" : "Jacksonville, Florida, United States", "employmentType" : "FULL_TIME", "coreResponsibilities" : "Advise clients on wealth management strategies, Develop and implement financial plans, Manage client relationships, Achieve sales targets, Identify new business opportunities, Collaborate with internal partners, Stay updated on market trends, Ensure compliance with regulations", "teamCollaboration" : "Internal partners", "domainKnowledge" : "Wealth management; Financial planning; Investment products; Regulatory compliance", "domainList" : [ "wealth-management", "financial-planning", "investment-products", "regulatory-compliance" ], "domainSpecificKnowledge" : [ "Wealth management", "Financial planning", "Investment products", "Regulatory compliance" ], "communicationSkills" : "Client presentations", "continuousLearning" : "Market trends", "problemSolvingSkills" : "Financial planning", "outcomesObjectives" : "Achieve sales targets", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and outbound calls. Additionally, you must demonstrate the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice. **_Responsibilities:_** * Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client, Citigold, Priority, and Everyday Banking tiers. * Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions * Respond to referrals and introductions generated through business partners and digital sources and recommend the best offering to clients based on client profiling and suitability assessments. * Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. * With the support of product specialists, intuitively recognize and understand a client's banking, credit, life insurance, and investment needs and goals to provide holistic financial solutions. * Assist clients as needed with investment related tasks, including: * Account modifications * Options applications/agreements, if applicable * Guidance on utilizing online resources * Resolving client issues escalated by Operations and Account Opening teams * Qualify banking referrals and marketing enrollments for digital accounts * Assist with onboarding and account opening for new clients * Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available * Provide exceptional support and issue resolution for digital and dedicated advice clients, assuming end-to-end ownership for client needs * Accurately track client interactions, update records of open client issues and monitor progress * Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities. * Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research. * Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.) * Manage client follow-up and adhere to all Regulatory and Compliance operating procedures * Ensure that KYC/AML and other compliance norms are strictly adhered to * Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **_Qualifications:_** * 2-5 years of industry experience * Experience in a proactive, successful sales and service role in the financial services industry * Strong analytical and financial skills * Strong verbal and written communication skills * Organized with strong attention to detail * Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred * Basic understanding of investment and financial planning strategies preferred * Takes ownership of effort, performance, and making a positive team impact * Must be a self-starter, problem solver and a goal-oriented team player able to work without direction * Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses (required) * Group 1 insurance * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (\"Registry\") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **_Education:_** * Bachelor's/University degree or equivalent experience \\------------------------------------------------------ ## **Job Family Group:** Private Client Coverage \\------------------------------------------------------ ## **Job Family:** Financial Planning Services \\------------------------------------------------------ ## **Time Type:** Full time \\------------------------------------------------------ ## **Primary Location:** Jacksonville Florida United States \\------------------------------------------------------ ## **Primary Location Full Time Salary Range:** $76,560.00 - $106,840.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. \\------------------------------------------------------ ## **Most Relevant Skills** Please see the requirements listed above. \\------------------------------------------------------ ## **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. \\------------------------------------------------------ ## **Anticipated Posting Close Date:** Jun 18, 2026 \\------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ __ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review[Accessibility at Citi](https://www.citigroup.com/citi/accessibility/application-accessibility.htm). View Citi’s [EEO Policy Statement](https://www.citigroup.com/global/eeo-aa-policy) and the [Know Your Rights](https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster._", "summaryDescription" : "Wealth Solutions Advisor SAFE Act at Citi. Advise clients on wealth management strategies. 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The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and outbound calls. Additionally, you must demonstrate the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice. **_Responsibilities:_** * Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client, Citigold, Priority, and Everyday Banking tiers. * Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions * Respond to referrals and introductions generated through business partners and digital sources and recommend the best offering to clients based on client profiling and suitability assessments. * Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. * With the support of product specialists, intuitively recognize and understand a client's banking, credit, life insurance, and investment needs and goals to provide holistic financial solutions. * Assist clients as needed with investment related tasks, including: * Account modifications * Options applications/agreements, if applicable * Guidance on utilizing online resources * Resolving client issues escalated by Operations and Account Opening teams * Qualify banking referrals and marketing enrollments for digital accounts * Assist with onboarding and account opening for new clients * Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available * Provide exceptional support and issue resolution for digital and dedicated advice clients, assuming end-to-end ownership for client needs * Accurately track client interactions, update records of open client issues and monitor progress * Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities. * Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research. * Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.) * Manage client follow-up and adhere to all Regulatory and Compliance operating procedures * Ensure that KYC/AML and other compliance norms are strictly adhered to * Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **_Qualifications:_** * 2-5 years of industry experience * Experience in a proactive, successful sales and service role in the financial services industry * Strong analytical and financial skills * Strong verbal and written communication skills * Organized with strong attention to detail * Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred * Basic understanding of investment and financial planning strategies preferred * Takes ownership of effort, performance, and making a positive team impact * Must be a self-starter, problem solver and a goal-oriented team player able to work without direction * Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses (required) * Group 1 insurance * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (\"Registry\") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **_Education:_** * Bachelor's/University degree or equivalent experience \\------------------------------------------------------ ## **Job Family Group:** Private Client Coverage \\------------------------------------------------------ ## **Job Family:** Financial Planning Services \\------------------------------------------------------ ## **Time Type:** Full time \\------------------------------------------------------ ## **Primary Location:** Jacksonville Florida United States \\------------------------------------------------------ ## **Primary Location Full Time Salary Range:** $76,560.00 - $106,840.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. \\------------------------------------------------------ ## **Most Relevant Skills** Please see the requirements listed above. \\------------------------------------------------------ ## **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. \\------------------------------------------------------ ## **Anticipated Posting Close Date:** Jun 18, 2026 \\------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ __ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review[Accessibility at Citi](https://www.citigroup.com/citi/accessibility/application-accessibility.htm). View Citi’s [EEO Policy Statement](https://www.citigroup.com/global/eeo-aa-policy) and the [Know Your Rights](https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster._", "summaryDescription" : "Wealth Solutions Advisor SAFE Act at Citi. Advise clients on wealth management strategies. 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", "industry" : "FinTech", "salary" : { "min" : 85000.0, "max" : 135000.0, "currency" : "CAD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Advisor in Calgary, Canada, adjusted for the Financial Services industry." }, "location" : "Calgary, Alberta, Canada", "locations" : [ "Calgary", "Alberta", "Canada", "Edmonton", "Alberta", "Canada", "Montréal", "Quebec", "Canada", "Regina", "Saskatchewan", "Canada", "Saskatoon", "Saskatchewan", "Canada", "Toronto", "Ontario", "Canada", "Vancouver", "British Columbia", "Canada", "Winnipeg", "Manitoba", "Canada" ], "certifications" : [ "AAR registration", "CRM-AR registration", "CIM", "CFA" ], "timestamp" : "2026-06-15T10:18:26.203", "fingerprint" : "db1ca9a5f175e0b6b9e4fd0d1e9bbf94fe3cc5c018600c28520ec068d3af39bd", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/pcm/jobs/4227388009", "externalId" : "4227388009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Calgary", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "51.0456064,-114.0575410" }, { "city" : "Vancouver", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "49.2608724,-123.1139520" }, { "city" : "Edmonton", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "53.5462055,-113.4912410" }, { "city" : "Regina", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "50.4479733,-104.6158764" }, { "city" : "Toronto", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "43.6534817,-79.3839347" }, { "city" : "Montreal", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "45.5031824,-73.5698065" } ], "locationText" : "Calgary, Canada; Vancouver, Canada; Edmonton, Canada; Regina, Canada; Toronto, Canada; Montreal, Canada", "employmentType" : "FULL_TIME", "professionalSkills" : [ "Business development", "Sales", "Client servicing", "Wealth planning", "Asset allocation", "Investment management" ], "hardSkillsList" : [ "Financial markets understanding", "Investment suitability assessment" ], "softSkillsList" : [ "Interpersonal skills", "Emotional intelligence" ], "hardSkills" : [ { "name" : "Financial markets understanding", "level" : "intermediate" }, { "name" : "Investment suitability assessment", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Interpersonal skills" }, { "name" : "Emotional intelligence" } ], "majorSkills" : "Client acquisition, Relationship management, Wealth management", "majorSkillsList" : [ "Client acquisition", "Relationship management", "Wealth management" ], "coreResponsibilities" : "Build practice of new clients, Develop business development activities, Build and maintain relationships with lawyers, Build and maintain relationships with accountants, Build and maintain relationships with centres-of-influence, Build and maintain relationships with independent financial advisors, Maintain client relationships, Provide proactive service, Provide exceptional service, Assess investment suitability, Guide asset allocation, Convey asset class understanding, Lead wealth planning, Lead financial advisory conversations", "teamCollaboration" : "Work alongside colleagues", "domainKnowledge" : "High net worth market; Not-for-profit market; Financial markets; Investment management", "domainList" : [ "high-net-worth-market", "not-for-profit-market", "financial-markets", "investment-management" ], "domainSpecificKnowledge" : [ "High net worth market", "Not-for-profit market", "Financial markets", "Investment management" ], "communicationSkills" : "Presentation abilities", "continuousLearning" : "Dedicated coaching support; Coaching and mentoring; Bespoke one-on-one mentorship", "outcomesObjectives" : "Achieve unique financial goals; Grow book of business; Attract and retain clients", "qualificationsBasic" : "5 to 10 years related industry experience, Undergraduate degree, CIM + 2 years Registered Investment Management Experience, CFA required", "qualificationsPreferred" : "Current registration or confidence to gain AAR or CRM-AR registration", "workSiteFlexibility" : "Flexible", "rawDescription" : "Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations You will build a practice with dedicated coaching support from day one You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today Share Ownership CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package. Competitive Compensation To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success. Support to Grow Your Book of Business As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations. What You Will Do CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the independent financial advisor community. High level job accountabilities include: Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations What You Bring The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues. Key attributes will be: An aptitude for business development, sales and an entrepreneurial spirit Excellent interpersonal skills, emotional intelligence and a high level of integrity Natural relationship building and networking skills Great communicator with excellent presentation abilities Deep understanding of financial markets and investment management Ability to guide clients in an investment suitability assessment An interest to build an asset with unlimited upside with significant autonomy Five to ten years of related industry experience Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required #LI-HYBRID #LI-RD1 About Connor, Clark & Lunn Private Capital: CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. CC&L Financial Group, one of Canada's largest privately owned asset management firms. With more than 40 years of history and offices across Canada and in the US, the UK and India, CCL&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $188 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. For more information on why becoming a Wealth Advisor at CC&L Private Capital may be the only career move you ever need to make, we invite you to explore https://cclprivatecapital.com/careers/wealth-advisors. To apply for this position, please submit your resume and cover letter We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted. For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.", "summaryDescription" : "Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd. . Skills: Client acquisition, Relationship management, Wealth management. Build practice of new clients. 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Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations You will build a practice with dedicated coaching support from day one You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today Share Ownership CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package. Competitive Compensation To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success. Support to Grow Your Book of Business As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations. What You Will Do CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the independent financial advisor community. High level job accountabilities include: Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations What You Bring The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues. Key attributes will be: An aptitude for business development, sales and an entrepreneurial spirit Excellent interpersonal skills, emotional intelligence and a high level of integrity Natural relationship building and networking skills Great communicator with excellent presentation abilities Deep understanding of financial markets and investment management Ability to guide clients in an investment suitability assessment An interest to build an asset with unlimited upside with significant autonomy Five to ten years of related industry experience Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required #LI-HYBRID #LI-RD1 For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.", "summaryDescription" : "Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd. . Build practice of new clients. Build and maintain relationships", "postedDate" : "2026-06-14T09:40:59.899", "createdAt" : "2026-06-14T09:40:59.899", "lastUpdated" : "2026-06-15T10:10:07.757", "ingestTimestamp" : "2026-06-14T09:40:59.899", "mongoId" : "6a2c6c9f74d8ee00a091a2d4", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Investment management", "Asset allocation", "Financial markets", "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities", "Business development", "Client servicing", "Wealth planning", "High net worth market", "Not-for-profit market", "AAR registration", "CRM-AR registration" ], "skillCount" : 15, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 776.6762, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a305099f292fd229cef29cf", "title" : "Solution Engineer - Structural Design", "company" : "Neara", "industry" : "Sales - USA", "salary" : { "min" : 140000.0, "max" : 170000.0, "currency" : "USD", "frequency" : "Yearly" }, "location" : "USA - Remote", "locations" : [ "USA - Remote" ], "timestamp" : "2026-06-16T08:56:10.710", "fingerprint" : "5f9753432e40d330aa0b91c335ec34ff005f1aac42582a6af5759a9224b6503d", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/neara/b609416e-6463-48f1-8cd0-24d2746f0266/application", "externalId" : "b609416e-6463-48f1-8cd0-24d2746f0266", "industryFunction" : { }, "structuredLocations" : [ { "country" : "United States", "continent" : "na", "workMode" : "remote" } ], "locationText" : "United States", "employmentType" : "FULL_TIME", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Imagine having the power to stress-test an entire power grid against a hurricane or thunderstorm before the clouds even gather. That is the reality we are creating at Neara. We use advanced machine learning to create engineering-grade, physics enabled digital twins of electricity grids across four continents, this helps asset owners understand their biggest challenges and bring the most viable solutions to life across millions of kilometres of infrastructure. By simulating extreme weather and structural stress at a network-wide scale, we empower the world’s largest utilities to pinpoint risks, optimise investments and build a more resilient global energy future. Our team is a collection of brilliant minds who are fanatical about making a tangible difference in the real world, utilising AI and machine learning to accelerate everything from data classification to complex scenario analysis. We have built a special culture where innovation thrives because everyone owns the mission and we need smart, creative people to help us scale this impact to every corner of the globe. Neara is hiring a Solutions Engineer to help define and grow the Design function within our go-to-market organization. This is a high-impact individual contributor role for someone who has lived the daily reality of utility design work — pole loading, sag-tension, clearance analysis, work order management — and is ready to bring that hard-won expertise to bear on a platform that is fundamentally changing how utilities design, maintain, and harden their networks. You will sit on the Sales team but operate as a connective tissue across Product, Marketing, and Sales — guiding product direction with the voice of the designer, shaping messaging that resonates with utility practitioners, building sales presentations that hold up under technical scrutiny, and serving as the credible technical SME in customer conversations. Over time, you will become an expert user of Neara, including AutoDesign, and represent that capability externally. This role is for someone who has done the work, wants to multiply their impact beyond a single project queue, and is energized by the idea of helping define a function rather than slotting into one. WHAT YOU WILL DO - Develop deep proficiency with the Neara software platform — including AutoDesign — to the point where you can demonstrate, teach, and apply it credibly in front of utility design, engineering, and operations audiences. - Serve as the technical subject matter expert in customer conversations, discovery calls, demos, and proof-of-value engagements, drawing on your firsthand experience as a utility designer to establish credibility and trust. - Partner with Sales to craft and deliver technical presentations, demo scripts, and customer-facing materials that translate Neara's capabilities into the language and workflows utility practitioners actually use. - Partner with Marketing to shape messaging, positioning, and content (one-pagers, technical briefs, case studies, webinars) that lands with designers, estimators, standards engineers, and their leaders. - Partner with Product to channel the voice of the utility designer into the roadmap — surfacing real workflow friction, validating proposed solutions, and helping prioritize against how the work actually gets done in the field. - Map Neara's capabilities against incumbent tooling (PLS-CADD, SpidaCalc, OCalc, Pole Foreman) and adjacent platforms (Bentley, AutoCAD, other digital twin providers) to articulate clear, defensible differentiation. - Build the muscle and the materials — playbooks, technical FAQs, objection handling, competitive teardowns — that will allow the Design function to scale as the team grows. - Engage directly with utility stakeholders ranging from individual designers to engineering managers to VPs, adapting your communication to the audience without losing technical precision. WHO YOU ARE - 3–5 years of hands-on experience as a Designer, Estimator, or equivalent role producing distribution and/or transmission designs at a utility, EPC, or utility engineering services firm — work that involved pole loading and sag-tension analysis, clearance and NESC compliance, bill-of-materials development, and work order management. - 3–5 years working at or directly embedded with an electric utility, with a clear understanding of how design work moves through standards, construction, operations, and asset management functions. - Proficiency in at least one industry design tool — PLS-CADD, SpidaCalc, OCalc, Pole Foreman, or AutoCAD — and a working understanding of the others. Familiarity with utility CAD/GIS environments is expected. - Aptitude for code. You don't need to be a software engineer, but you should be the kind of person who automates their own work, writes the macro instead of clicking through 400 rows, and is comfortable reading and modifying scripts (Python, VBA, or similar). You are excited to deepen this skill, not intimidated by it. - Strong communication. You can explain a transverse load calculation to an executive and a business case to a designer, and adjust on the fly. - Credibility with utility practitioners. You have stood your ground in a design review and can do the same in a customer conversation. PE licensure is not required. - Curiosity and adaptability. You are energized by ambiguity, eager to learn new software deeply, and motivated by the chance to help shape a function rather than execute someone else's playbook. - Comfort with cross-functional work. You will be pulled between Sales, Product, and Marketing. You should find that energizing rather than disorienting. - Experience with digital twin platforms, Neara, or similar physics-based modeling tools is a plus but not required. - Willingness to travel domestically to customer sites and industry events as needed (estimated 20–30%). WHAT WE ARE OFFERING YOU - Competitive salary + ESOP. - Significant career development and growth opportunities, including the chance to help define and ultimately grow a function. - Highly meritocratic, non-bureaucratic, and low ego work culture. - The opportunity to work on complex, meaningful products and real-world problems. - The opportunity to play a direct, critical role in the trajectory of a high-growth company. - Fully remote within the United States. Neara is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law. #LI-CD1", "summaryDescription" : "Solution Engineer - Structural Design at Neara", "createdAt" : "2026-06-16T00:28:12.637", "lastUpdated" : "2026-06-16T08:56:10.710", "ingestTimestamp" : "2026-06-16T00:28:12.637", "mongoId" : "6a305099f292fd229cef29cf", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 140000, "salaryAnnualMax" : 170000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 0.6666667, "_score" : 776.0697, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c6c9f74d8ee00a091a2d9", "title" : "Wealth Advisor", "company" : "Connor, Clark & Lunn Private Capital Ltd. ", "industry" : "Financial Services", "salary" : { "min" : 95000.0, "max" : 150000.0, "currency" : "CAD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Advisor in Vancouver, Canada, adjusted for the Financial Services industry and 5-10 years of experience." }, "location" : "Calgary, Alberta, Canada", "locations" : [ "Calgary", "Alberta", "Canada", "Edmonton", "Alberta", "Canada", "Montréal", "Quebec", "Canada", "Regina", "Saskatchewan", "Canada", "Saskatoon", "Saskatchewan", "Canada", "Toronto", "Ontario", "Canada", "Vancouver", "British Columbia", "Canada", "Winnipeg", "Manitoba", "Canada" ], "timestamp" : "2026-06-15T09:01:53.691", "fingerprint" : "53cdb063eb382796a58360ee688c0271ff418fbcbf5fcb1be9bc36865ccde667", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/pcm/jobs/4227396009", "externalId" : "4227396009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Vancouver", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "49.2608724,-123.1139520" }, { "city" : "Edmonton", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "53.5462055,-113.4912410" }, { "city" : "Calgary", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "51.0456064,-114.0575410" }, { "city" : "Regina", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "50.4479733,-104.6158764" }, { "city" : "Toronto", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "43.6534817,-79.3839347" }, { "city" : "Montreal", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "45.5031824,-73.5698065" } ], "locationText" : "Vancouver, Canada; Edmonton, Canada; Calgary, Canada; Regina, Canada; Toronto, Canada; Montreal, Canada", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 10, "professionalSkills" : [ "Business development", "Client servicing", "Wealth planning", "Asset allocation", "Investment management" ], "hardSkillsList" : [ "Financial markets", "Investment suitability" ], "softSkillsList" : [ "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities" ], "hardSkills" : [ { "name" : "Financial markets", "level" : "intermediate" }, { "name" : "Investment suitability", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Interpersonal skills" }, { "name" : "Emotional intelligence" }, { "name" : "Relationship building" }, { "name" : "Networking" }, { "name" : "Presentation abilities" } ], "coreResponsibilities" : "Build practice of new clients, Build and maintain relationships, Maintain client relationships, Provide proactive service, Assess investment suitability, Guide asset allocation, Convey asset class understanding, Lead wealth planning, Conduct financial advisory conversations", "domainKnowledge" : "High net worth market; Not-for-profit market; Independent financial advisor community; Investment offering", "domainList" : [ "high-net-worth-market", "not-for-profit-market", "independent-financial-advisor-community", "investment-offering" ], "domainSpecificKnowledge" : [ "High net worth market", "Not-for-profit market", "Independent financial advisor community", "Investment offering" ], "communicationSkills" : "Presentation abilities", "continuousLearning" : "Dedicated coaching support; Career-long support; Bespoke one-on-one mentorship", "qualificationsBasic" : "Five to ten years related industry experience, Current registration or confidence to gain AAR or CRM-AR registration", "qualificationsPreferred" : "Successful salesperson, Industry experience, Existing network, Experienced in client servicing, Open to training and coaching", "workSiteFlexibility" : "Onsite", "rawDescription" : "Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations You will build a practice with dedicated coaching support from day one You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today Share Ownership CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package. Competitive Compensation To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success. Support to Grow Your Book of Business As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations. What You Will Do CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the independent financial advisor community. High level job accountabilities include: Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations What You Bring The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues. Key attributes will be: An aptitude for business development, sales and an entrepreneurial spirit Excellent interpersonal skills, emotional intelligence and a high level of integrity Natural relationship building and networking skills Great communicator with excellent presentation abilities Deep understanding of financial markets and investment management Ability to guide clients in an investment suitability assessment An interest to build an asset with unlimited upside with significant autonomy Five to ten years of related industry experience Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required #LI-HYBRID #LI-RD1 For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.", "summaryDescription" : "Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd. . Build practice of new clients. Build and maintain relationships", "postedDate" : "2026-06-14T04:19:09.675", "createdAt" : "2026-06-14T04:19:09.675", "lastUpdated" : "2026-06-15T09:01:53.691", "ingestTimestamp" : "2026-06-14T04:19:09.675", "mongoId" : "6a2c6c9f74d8ee00a091a2d9", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Financial markets", "Investment suitability", "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities", "Business development", "Client servicing", "Wealth planning", "Asset allocation", "Investment management", "High net worth market", "Not-for-profit market", "Independent financial advisor community", "Investment offering" ], "skillCount" : 16, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 767.9656, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a309c9cf292fd229c0fc381", "title" : "Associate Wealth Advisor", "company" : "Focus Partners Wealth", "industry" : "FinTech", "salary" : { "min" : 75000.0, "max" : 110000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Junior Associate Wealth Advisor in Hingham, MA, adjusted for the Financial Services industry and company size." }, "location" : "Hingham, Massachusetts, United States", "locations" : [ "Hingham", "Massachusetts", "United States" ], "timestamp" : "2026-06-16T11:01:41.063", "fingerprint" : "d42d23c799aa8962a5c50d111ce957b396dd56125fc1741ae04a0b1cfd2167b8", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6037424004", "externalId" : "6037424004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Hingham", "state" : "Massachusetts", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "42.2417669,-70.8897676" } ], "locationText" : "Hingham, Massachusetts, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 2, "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor’s Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.", "summaryDescription" : "Associate Wealth Advisor at Focus Partners Wealth", "postedDate" : "2026-06-16T03:17:00.525", "createdAt" : "2026-06-16T03:17:00.525", "lastUpdated" : "2026-06-16T11:01:41.063", "ingestTimestamp" : "2026-06-16T03:17:00.525", "mongoId" : "6a309c9cf292fd229c0fc381", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 110000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 757.8541, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a309c9cf292fd229c0fc37b", "title" : "Associate Wealth Advisor", "company" : "Focus Partners Wealth", "industry" : "FinTech", "salary" : { "min" : 75000.0, "max" : 110000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Associate Wealth Advisor in Illinois, United States, with 2+ years of experience in the Financial Services industry." }, "location" : "Illinois, United States", "locations" : [ "Illinois", "United States" ], "timestamp" : "2026-06-16T12:00:18.903", "fingerprint" : "fd708d10eb0a3bd84e075f0b89b3e277dfde4b807dcb38a5b9ca210e257f8395", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6037659004", "externalId" : "6037659004", "industryFunction" : { }, "structuredLocations" : [ { "state" : "Illinois", "country" : "United States", "continent" : "na", "workMode" : "hybrid" } ], "locationText" : "Illinois, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 2, "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor’s Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.", "summaryDescription" : "Associate Wealth Advisor at Focus Partners Wealth", "postedDate" : "2026-06-16T03:16:51.505", "createdAt" : "2026-06-16T03:16:51.505", "lastUpdated" : "2026-06-16T12:00:18.903", "ingestTimestamp" : "2026-06-16T03:16:51.505", "mongoId" : "6a309c9cf292fd229c0fc37b", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 110000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 757.85364, "daysOld" : 0, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a309c9cf292fd229c0fc380", "title" : "Associate Wealth Advisor", "company" : "Focus Partners Wealth", "industry" : "FinTech", "salary" : { "min" : 75000.0, "max" : 110000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Junior Associate Wealth Advisor in West Hartford, CT, adjusted for the Financial Services industry." }, "location" : "West Hartford, Connecticut, United States", "locations" : [ "West Hartford", "Connecticut", "United States" ], "timestamp" : "2026-06-16T12:40:50.599", "fingerprint" : "2f9a06b7a5af700097cc033327f4f1fa0dd4c6da0730f13aad151b52bbc6aa67", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6037651004", "externalId" : "6037651004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "West Hartford", "state" : "Connecticut", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "41.7620447,-72.7420399" } ], "locationText" : "West Hartford, Connecticut, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 2, "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor’s Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.", "summaryDescription" : "Associate Wealth Advisor at Focus Partners Wealth", "postedDate" : "2026-06-16T03:16:41.933", "createdAt" : "2026-06-16T03:16:41.933", "lastUpdated" : "2026-06-16T12:40:50.599", "ingestTimestamp" : "2026-06-16T03:16:41.933", "mongoId" : "6a309c9cf292fd229c0fc380", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 110000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 757.8531, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c6c9f74d8ee00a091a2da", "title" : "Wealth Advisor", "company" : "Connor, Clark & Lunn Private Capital Ltd. ", "industry" : "Financial Services", "salary" : { "min" : 95000.0, "max" : 145000.0, "currency" : "CAD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Wealth Advisor in Calgary, Canada, adjusted for the Financial Services industry and 5-10 years of experience." }, "location" : "Calgary, Alberta, Canada", "locations" : [ "Calgary", "Alberta", "Canada", "Edmonton", "Alberta", "Canada", "Montréal", "Quebec", "Canada", "Regina", "Saskatchewan", "Canada", "Saskatoon", "Saskatchewan", "Canada", "Toronto", "Ontario", "Canada", "Vancouver", "British Columbia", "Canada", "Winnipeg", "Manitoba", "Canada" ], "certifications" : [ "AAR registration", "CRM-AR registration" ], "timestamp" : "2026-06-15T07:19:43.968", "fingerprint" : "7615550db28ca5cf7c750030d76eb4fd3a087fa3db820da1e995836987700264", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/pcm/jobs/4227391009", "externalId" : "4227391009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Calgary", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "51.0456064,-114.0575410" }, { "city" : "Vancouver", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "49.2608724,-123.1139520" }, { "city" : "Edmonton", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "53.5462055,-113.4912410" }, { "city" : "Regina", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "50.4479733,-104.6158764" }, { "city" : "Toronto", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "43.6534817,-79.3839347" }, { "city" : "Montreal", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "45.5031824,-73.5698065" } ], "locationText" : "Calgary, Canada; Vancouver, Canada; Edmonton, Canada; Regina, Canada; Toronto, Canada; Montreal, Canada", "minimumEducation" : "Bachelor's", "experienceMinYears" : 5, "experienceMaxYears" : 10, "professionalSkills" : [ "Business development", "Client servicing", "Wealth planning" ], "hardSkillsList" : [ "Investment management", "Asset allocation", "Financial markets" ], "softSkillsList" : [ "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities" ], "hardSkills" : [ { "name" : "Investment management", "level" : "intermediate" }, { "name" : "Asset allocation", "level" : "intermediate" }, { "name" : "Financial markets", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Interpersonal skills" }, { "name" : "Emotional intelligence" }, { "name" : "Relationship building" }, { "name" : "Networking" }, { "name" : "Presentation abilities" } ], "coreResponsibilities" : "Build practice of new clients, Build and maintain relationships, Maintain client relationships, Provide proactive service, Assess investment suitability, Guide asset allocation, Convey asset class understanding, Lead wealth planning, Conduct financial advisory conversations", "domainKnowledge" : "High net worth market; Not-for-profit market; Investment management", "domainList" : [ "high-net-worth-market", "not-for-profit-market", "investment-management" ], "domainSpecificKnowledge" : [ "High net worth market", "Not-for-profit market", "Investment management" ], "communicationSkills" : "Presentation abilities", "continuousLearning" : "Dedicated coaching; Mentoring; Bespoke mentorship", "qualificationsBasic" : "5+ years industry experience, Sales experience, Client servicing experience", "qualificationsPreferred" : "Current registration, Gain AAR registration, Gain CRM-AR registration", "rawDescription" : "Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations You will build a practice with dedicated coaching support from day one You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today Share Ownership CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package. Competitive Compensation To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success. Support to Grow Your Book of Business As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations. What You Will Do CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the independent financial advisor community. High level job accountabilities include: Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations What You Bring The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues. Key attributes will be: An aptitude for business development, sales and an entrepreneurial spirit Excellent interpersonal skills, emotional intelligence and a high level of integrity Natural relationship building and networking skills Great communicator with excellent presentation abilities Deep understanding of financial markets and investment management Ability to guide clients in an investment suitability assessment An interest to build an asset with unlimited upside with significant autonomy Five to ten years of related industry experience Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required #LI-HYBRID #LI-RD1 For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.  CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.  Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.", "summaryDescription" : "Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd. . Build practice of new clients. Build and maintain relationships", "postedDate" : "2026-06-13T20:16:07.976", "createdAt" : "2026-06-13T20:16:07.976", "lastUpdated" : "2026-06-15T07:19:43.968", "ingestTimestamp" : "2026-06-13T20:16:07.976", "mongoId" : "6a2c6c9f74d8ee00a091a2da", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ "Investment management", "Asset allocation", "Financial markets", "Interpersonal skills", "Emotional intelligence", "Relationship building", "Networking", "Presentation abilities", "Business development", "Client servicing", "Wealth planning", "High net worth market", "Not-for-profit market", "AAR registration", "CRM-AR registration" ], "skillCount" : 15, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 753.41797, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c5e4374d8ee00a08e2950", "title" : "Solutions Analyst", "company" : "Bolt Technology", "salary" : { "min" : 60000.0, "max" : 85000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Solutions Analyst in London, UK, adjusted for the technology industry and company size." }, "location" : "London, United Kingdom", "locations" : [ "London", "United Kingdom" ], "timestamp" : "2026-06-15T00:45:57.528", "fingerprint" : "f8833ef21a21866f313613af8fa2158598dfc817bc0ee15b1cd4ca202a45468a", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://bolt.eu/en/careers/positions/8562180002?gh_jid=8562180002", "externalId" : "8562180002", "structuredLocations" : [ { "city" : "London", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "51.5074456,-0.1277653" } ], "locationText" : "London, United Kingdom", "remoteFriendly" : true, "rawDescription" : "Love solving complex problems at the crossroads of technology and business? As a Solutions Analyst at Bolt for Business, you'll help enterprise clients and strategic partners design and deliver integrations that make Bolt work seamlessly within their ecosystems. You'll turn ambiguous requirements into clear, workable solutions — bridging the gap between what clients need and what Bolt can build. About us With over 200 million customers in 50+ countries, Bolt is one of the fastest-growing tech companies in Europe and Africa. And it's all thanks to our people. We believe in creating an inclusive environment where everyone is welcome, regardless of race, colour, religion, gender identity, sexual orientation, age, or disability. Our ultimate goal is to make cities for people, not cars, and we need your help to achieve this mission! About the role The Solutions Analyst is the link between Bolt's commercial teams and the partners and enterprise clients they serve. You'll work alongside Business Development Managers, Enterprise Account Executives, and the Strategic Partnerships team to understand what clients need, assess what's possible, and map out the integration path that gets them live on Bolt. On the partnerships side, you'll support the evaluation and onboarding of resellers — such as Super Apps and travel aggregators — that connect to Bolt’s supply via API, acting as the solutions layer between their technical teams and ours. This role is about understanding systems, asking the right questions, and designing solutions that work for both sides. You'll become a go-to expert on how Bolt's products and APIs connect with the tools enterprise clients already use — from HRIS and expense platforms to SSO and SFTP — and you'll guide clients and partners through the process of making those connections real. You'll be well-supported, working within an established commercial motion and collaborating closely with Product, Engineering, and Partnerships teams to resolve blockers and continuously improve how Bolt delivers integrations at scale. Main tasks and responsibilities: Engage with enterprise clients and strategic partners to gather, structure, and document integration requirements, translating business needs into clear technical briefs for internal teams. Map and assess integration solutions across common enterprise tooling — including HRIS, accounting, expense management, and SSO/identity systems — and build API integrations for ride-hailing, identifying the most practical and scalable path forward. Coordinate and manage the end-to-end integration process from scoping through to go-live, keeping all stakeholders aligned and ensuring timelines are met. Maintain clear, up-to-date documentation of integration configurations, workflows, and decisions to enable consistency and knowledge sharing across the team. Act as a post-launch point of contact for integration-related questions, helping partners and clients troubleshoot issues and get more value from their Bolt setup over time. About you: Some hands-on experience as a Solutions Analyst, Implementation Consultant, Business Analyst, or similar client-facing role in a tech or SaaS environment. Strong ability to gather and structure requirements from stakeholders with varying levels of technical fluency, and translate them into actionable documentation. Familiarity with how enterprise integrations work in practice — you understand concepts like APIs, SSO, and data flows at a functional level, even if you're not writing the code yourself. Hands-on exposure to common enterprise systems such as HRIS platforms (e. g. Workday, BambooHR), expense or accounting tools, or identity/SSO providers, would be preferred. Organised and detail-oriented, with a track record of managing multiple workstreams and keeping projects on track. A confident communicator who can simplify complexity and build trust with both commercial and technical counterparts. Why you’ll love it here: Accelerate your professional growth with unique career opportunities. Enjoy a rewarding salary and stock options, knowing that as Bolt succeeds, so do you. Take care of your physical and mental health with our wellness perks. Celebrate 5 years at Bolt with a 1-month paid sabbatical to recharge. Connect with colleagues at annual company events and smaller team gatherings. Balance flexibility and in-person collaboration with our hybrid model, including at least 12 monthly in-office days. *Some perks may differ depending on your location and role. #LI-Hybrid", "summaryDescription" : "Solutions Analyst at Bolt Technology", "postedDate" : "2026-06-12T22:23:27.202", "createdAt" : "2026-06-12T22:23:27.202", "lastUpdated" : "2026-06-15T00:45:57.528", "ingestTimestamp" : "2026-06-12T22:23:27.202", "mongoId" : "6a2c5e4374d8ee00a08e2950", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "50k-75k", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "other", "jobSubcategory" : "data-analytics", "dataQualityScore" : 0.6666667, "_score" : 744.6219, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true }, { "id" : "6a2c5e4374d8ee00a08e294f", "title" : "Solutions Analyst", "company" : "Bolt Technology", "salary" : { "min" : 60000.0, "max" : 85000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Solutions Analyst in London, UK, adjusted for the technology industry and company size." }, "location" : "London, United Kingdom", "locations" : [ "London", "United Kingdom" ], "timestamp" : "2026-06-15T00:38:48.137", "fingerprint" : "076f409eb68df0f628e6a7d6f5f19f0052fa8b212738325e6fb973ff22483be5", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://bolt.eu/en/careers/positions/8524715002?gh_jid=8524715002", "externalId" : "8524715002", "structuredLocations" : [ { "city" : "London", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "51.5074456,-0.1277653" } ], "locationText" : "London, United Kingdom", "remoteFriendly" : true, "rawDescription" : "Love solving complex problems at the crossroads of technology and business? As a Solutions Analyst at Bolt for Business, you'll help enterprise clients and strategic partners design and deliver integrations that make Bolt work seamlessly within their ecosystems. You'll turn ambiguous requirements into clear, workable solutions — bridging the gap between what clients need and what Bolt can build. About us With over 200 million customers in 50+ countries, Bolt is one of the fastest-growing tech companies in Europe and Africa. And it's all thanks to our people. We believe in creating an inclusive environment where everyone is welcome, regardless of race, colour, religion, gender identity, sexual orientation, age, or disability. Our ultimate goal is to make cities for people, not cars, and we need your help to achieve this mission! About the role The Solutions Analyst is the link between Bolt's commercial teams and the partners and enterprise clients they serve. You'll work alongside Business Development Managers, Enterprise Account Executives, and the Strategic Partnerships team to understand what clients need, assess what's possible, and map out the integration path that gets them live on Bolt. On the partnerships side, you'll support the evaluation and onboarding of resellers — such as Super Apps and travel aggregators — that connect to Bolt’s supply via API, acting as the solutions layer between their technical teams and ours. This role is about understanding systems, asking the right questions, and designing solutions that work for both sides. You'll become a go-to expert on how Bolt's products and APIs connect with the tools enterprise clients already use — from HRIS and expense platforms to SSO and SFTP — and you'll guide clients and partners through the process of making those connections real. You'll be well-supported, working within an established commercial motion and collaborating closely with Product, Engineering, and Partnerships teams to resolve blockers and continuously improve how Bolt delivers integrations at scale. Main tasks and responsibilities: Engage with enterprise clients and strategic partners to gather, structure, and document integration requirements, translating business needs into clear technical briefs for internal teams. Map and assess integration solutions across common enterprise tooling — including HRIS, accounting, expense management, and SSO/identity systems — and build API integrations for ride-hailing, identifying the most practical and scalable path forward. Coordinate and manage the end-to-end integration process from scoping through to go-live, keeping all stakeholders aligned and ensuring timelines are met. Maintain clear, up-to-date documentation of integration configurations, workflows, and decisions to enable consistency and knowledge sharing across the team. Act as a post-launch point of contact for integration-related questions, helping partners and clients troubleshoot issues and get more value from their Bolt setup over time. About you: Some hands-on experience as a Solutions Analyst, Implementation Consultant, Business Analyst, or similar client-facing role in a tech or SaaS environment. Strong ability to gather and structure requirements from stakeholders with varying levels of technical fluency, and translate them into actionable documentation. Familiarity with how enterprise integrations work in practice — you understand concepts like APIs, SSO, and data flows at a functional level, even if you're not writing the code yourself. Hands-on exposure to common enterprise systems such as HRIS platforms (e. g. Workday, BambooHR), expense or accounting tools, or identity/SSO providers, would be preferred. Organised and detail-oriented, with a track record of managing multiple workstreams and keeping projects on track. A confident communicator who can simplify complexity and build trust with both commercial and technical counterparts. Why you’ll love it here: Accelerate your professional growth with unique career opportunities. Enjoy a rewarding salary and stock options, knowing that as Bolt succeeds, so do you. Take care of your physical and mental health with our wellness perks. Celebrate 5 years at Bolt with a 1-month paid sabbatical to recharge. Connect with colleagues at annual company events and smaller team gatherings. Balance flexibility and in-person collaboration with our hybrid model, including at least 12 monthly in-office days. *Some perks may differ depending on your location and role. #LI-Hybrid", "summaryDescription" : "Solutions Analyst at Bolt Technology", "postedDate" : "2026-06-12T22:17:20.868", "createdAt" : "2026-06-12T22:17:20.868", "lastUpdated" : "2026-06-15T00:38:48.137", "ingestTimestamp" : "2026-06-12T22:17:20.868", "mongoId" : "6a2c5e4374d8ee00a08e294f", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "50k-75k", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "other", "jobSubcategory" : "data-analytics", "dataQualityScore" : 0.6666667, "_score" : 744.35944, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true }, { "id" : "6a2d81bb74d8ee00a0c1174d", "title" : "Engineering Group Manager - Seat Structures", "company" : "General Motors", "industry" : "Manufacturing", "salary" : { "min" : 175000.0, "max" : 250000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Engineering Group Manager in the automotive industry, adjusted for manager seniority, and the specific location of Warren, Michigan." }, "location" : "Warren, Michigan, United States of America", "locations" : [ "Warren, Michigan, United States of America" ], "timestamp" : "2026-06-16T00:57:35.978", "fingerprint" : "e74a4fe956410a621106a5364f47d5dee87f5f39e1306722311391b9301ce1ae", "source" : "workday", "language" : "en", "applyUrl" : "https://generalmotors.wd5.myworkdayjobs.com/Careers_GM/job/Warren-Michigan-United-States-of-America/Engineering-Group-Manager---Seat-Structures_JR-202612559", "externalId" : "JR-202612559", "industryFunction" : { }, "locationPoint" : "50.13171,-97.54738", "structuredLocations" : [ { "city" : "Warren", "state" : "Michigan", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "42.4932575,-83.0062746" } ], "locationText" : "Warren, Michigan, United States", "employmentType" : "FULL_TIME", "experienceLevel" : "Manager", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "**Job Description** This role is categorized as hybrid. The selected candidate will be expected to work on-site at the Warren Tech Center at least three days per week, or as otherwise determined by the hiring leader. * **This role is not eligible for relocation assistance.** At General Motors, our product teams are redefining mobility. Through a human-centered design process, we create vehicles and experiences that are designed not just to be seen, but to be felt. We’re turning today’s impossible into tomorrow’s standard —from breakthrough hardware and battery systems to intuitive design, intelligent software, and next-generation safety and entertainment features. Every day, our products move millions of people as we aim to make driving safer, smarter, and more connected, shaping the future of transportation on a global scale.. **About the Role:** The Engineering Group Manager – Rear Seat Structures is responsible for leading the engineering strategy, execution, and people development for GM’s rear seat structures portfolio. This leader will guide a team responsible for delivering robust, safe, high-quality rear seat structure solutions across vehicle programs while balancing technical excellence, timing, cost, mass, and manufacturability. This role requires a strong combination of technical depth, organizational leadership, and cross-functional influence. The successful candidate will lead through complexity, build an engaged and capable team, and partner closely across Seating, Safety, Validation, Purchasing, Manufacturing, Quality, and supplier organizations to deliver world-class products. ## What you'll do * Lead the Seat Structures team in the development and execution of seat structure solutions across multiple vehicle programs. * Set direction for technical priorities, team capacity, talent deployment, and program support needs across the rear seat structures portfolio. * Oversee engineering execution from concept through production launch, including requirements definition, design reviews, issue resolution, validation planning, and release readiness. * Drive alignment across technical, business, and program imperatives, including safety, performance, quality, timing, cost, mass, and manufacturability. * Partner with Design Release Engineers, Technical Specialists, Vehicle Systems Engineering, Validation, Program Execution, Purchasing, Manufacturing, and Supplier Quality to deliver integrated solutions. * Ensure robust engineering processes are followed, including design standards, DFMEA discipline, DVP&R/test planning, change management, and problem solving. * Lead resolution of critical technical and program issues, escalating appropriately and driving timely closure. * Support build events, plant readiness, launch execution, and post-launch issue management as needed to ensure product and customer success. * Develop and coach talent, build team capability, and create a strong culture of accountability, collaboration, and continuous improvement. * Shape the future organization by assessing skills, capability gaps, and succession needs while building a healthy pipeline of technical and leadership talent. ## Key responsibilities ### Technical and program leadership * Provide leadership for rear seat structure engineering strategy and execution across current and future vehicle programs. * Guide the team in developing solutions that meet structural, safety, durability, packaging, and customer requirements. * Review and approve major engineering decisions, tradeoffs, and recommendations. * Ensure the team is delivering high-quality work products with strong technical rigor and sound judgment. * Drive consistency in engineering methods, best practices, and lessons learned across programs. ### Cross-functional integration * Work closely with adjacent seating leaders, including front seat structures, technical leadership, and broader seating organizations, to ensure aligned execution. * Partner with supplier and internal stakeholders to resolve issues, manage risks, and maintain program momentum. * Collaborate with manufacturing and quality teams to support launch readiness and continuous improvement. * Build strong working relationships across the Seating organization and with enterprise partners. ### People leadership * Lead, coach, and develop a high-performing engineering team. * Establish clear priorities, expectations, and development plans for direct reports. * Foster an inclusive, engaged team environment that values accountability, technical excellence, and collaboration. * Support organizational design, workforce planning, and succession planning for the team. ## Required qualifications * Bachelor’s degree in Mechanical Engineering, Automotive Engineering, or a related engineering field. * Significant progressive experience in automotive product engineering, with strong depth in seating, structures, mechanisms, or closely related vehicle hardware systems. * Demonstrated people leadership experience, including leading technical teams and developing talent. * Strong understanding of product development from concept through launch. * Experience leading cross-functional problem solving in a complex engineering environment. * Strong communication, influence, and stakeholder management skills. * Demonstrated ability to balance technical, program, and business considerations in decision-making. * Proven ability to operate with urgency, structure, and sound judgment in a fast-paced environment. ## Preferred qualifications * Deep experience in seat structures, rear seat systems, or interior hardware. * Experience with structural performance, crashworthiness, durability, validation, and related regulatory or customer requirements. * Experience working closely with suppliers and global cross-functional teams. * Strong working knowledge of GM product development processes, engineering release practices, and launch execution. * Advanced degree in engineering or business. * Demonstrated success leading through organizational change and building strong team culture. ## Leadership profile The ideal candidate will bring: * Technical credibility in vehicle hardware or seat structures * Strong people leadership and coaching capability * A collaborative, enterprise mindset * Clear, confident decision-making * Strong program discipline and execution focus * The ability to simplify complexity and align teams around priorities * A continuous improvement mindset with a focus on talent, product, and process excellence **GM DOES NOT PROVIDE IMMIGRATION-RELATED SPONSORSHIP FOR THIS ROLE. DO NOT APPLY FOR THIS ROLE IF YOU WILL NEED GM IMMIGRATION SPONSORSHIP NOW OR IN THE FUTURE. THIS INCLUDES DIRECT COMPANY SPONSORSHIP, ENTRY OF GM AS THE IMMIGRATION EMPLOYER OF RECORD ON A GOVERNMENT FORM, AND ANY WORK AUTHORIZATION REQUIRING A WRITTEN SUBMISSION OR OTHER IMMIGRATION SUPPORT FROM THE COMPANY (e.g., H-1B, OPT, STEM OPT, CPT, TN, J-1, etc.)** #LI-JN1 GM does not provide immigration-related sponsorship for this role. Do not apply for this role if you will need GM immigration sponsorship now or in the future. This includes direct company sponsorship, entry of GM as the immigration employer of record on a government form, and any work authorization requiring a written submission or other immigration support from the company (e.g., H1-B, OPT, STEM OPT, CPT, TN, J-1, etc).This role is categorized as hybrid. This means the selected candidate is expected to report to a specific location at least 3 times a week {or other frequency dictated by their manager}. **About GM** Our vision is a world with Zero Crashes, Zero Emissions and Zero Congestion and we embrace the responsibility to lead the change that will make our world better, safer and more equitable for all. **Why Join Us** We believe we all must make a choice every day – individually and collectively – to drive meaningful change through our words, our deeds and our culture. Every day, we want every employee to feel they belong to one General Motors team. **Benefits Overview** From day one, we're looking out for your well-being–at work and at home–so you can focus on realizing your ambitions. Learn how GM supports a rewarding career that rewards you personally by visiting [**Total Rewards resources**](https://search-careers.gm.com/en/working-at-gm/total-rewards). **Non-Discrimination and Equal Employment Opportunities (U.S.)** General Motors is committed to being a workplace that is not only free of unlawful discrimination, but one that genuinely fosters inclusion and belonging. We strongly believe that providing an inclusive workplace creates an environment in which our employees can thrive and develop better products for our customers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, national origin, citizenship status, religion, age, disability, pregnancy or maternity status, sexual orientation, gender identity, status as a veteran or protected veteran, or any other similarly protected status in accordance with federal, state and local laws. We encourage interested candidates to review the key responsibilities and qualifications for each role and apply for any positions that match their skills and capabilities. Applicants in the recruitment process may be required, where applicable, to successfully complete a role-related assessment(s) and/or a pre-employment screening prior to beginning employment. To learn more, visit [**How we Hire**](https://search-careers.gm.com/en/how-we-hire). **Accommodations** General Motors offers opportunities to all job seekers including individuals with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, [**email**](mailto:Careers.Accommodations@GM.com)**** us or call us at 1-800-865-7580. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.", "summaryDescription" : "Engineering Group Manager - Seat Structures at General Motors", "postedDate" : "2026-06-13T20:47:39.897", "createdAt" : "2026-06-14T20:47:39.885", "lastUpdated" : "2026-06-16T00:57:35.978", "ingestTimestamp" : "2026-06-14T20:47:39.885", "mongoId" : "6a2d81bb74d8ee00a0c1174d", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://generalmotors.wd5.myworkdayjobs.com/Careers_GM/job/Warren-Michigan-United-States-of-America/Engineering-Group-Manager---Seat-Structures_JR-202612559", "salaryAnnualMin" : 175000, "salaryAnnualMax" : 250000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "manager", "dataQualityScore" : 0.8888889, "_score" : 733.0603, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Automotive", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2c6a6274d8ee00a090b968", "title" : "Digital Solutions Analyst", "company" : "Entrega", "industry" : "Consulting", "salary" : { "min" : 78500.0, "max" : 105500.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Digital Solutions Analyst in Michigan, United States, with 3-5 years of experience, adjusted for the technology industry and onsite work mode." }, "location" : "Michigan", "locations" : [ "Michigan" ], "timestamp" : "2026-06-15T08:58:43.547", "fingerprint" : "1613599ba220be66772ca28b593babe82408681ac24c0b82581824a4d642ad43", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/entrega/jobs/5249979008", "externalId" : "5249979008", "industryFunction" : { }, "structuredLocations" : [ { "state" : "Michigan", "country" : "United States", "continent" : "na", "workMode" : "onsite" } ], "locationText" : "Michigan, United States", "minimumEducation" : "Bachelor's", "experienceMinYears" : 3, "experienceMaxYears" : 5, "professionalSkills" : [ "Solutions-oriented mindset", "Stakeholder elicitation", "Solution research", "Solution ideation", "Solution hand-off" ], "hardSkillsList" : [ "Process flows", "User stories", "Use cases" ], "hardSkills" : [ { "name" : "Process flows", "level" : "intermediate" }, { "name" : "User stories", "level" : "intermediate" }, { "name" : "Use cases", "level" : "intermediate" } ], "majorSkills" : "Digital processes, Data-driven solutions, Business objectives, Technological capabilities", "majorSkillsList" : [ "Digital processes", "Data-driven solutions", "Business objectives", "Technological capabilities" ], "coreResponsibilities" : "Support scope definition, Support requirements definition, Elicit stakeholder requirements, Create project artifacts, Develop process flows, Document process flows, Maintain process flows, Develop user stories, Document user stories, Maintain user stories, Develop use cases, Document use cases, Maintain use cases, Support solution research, Isolate key objectives, Identify potential solutions, Support solution ideation, Identify abstract concepts, Materialize abstract concepts, Support solution hand-off, Present solution recommendations, Perform other tasks", "teamCollaboration" : "Liaison between stakeholders; Liaison between technical teams; Work with business teams; Work with IT teams", "projectManagementSkills" : [ "Basic project management" ], "domainKnowledge" : "Enterprise solutions; Technology-enabled solutions; Digital solutions", "domainList" : [ "enterprise-solutions", "technology-enabled-solutions", "digital-solutions" ], "domainSpecificKnowledge" : [ "Enterprise solutions", "Technology-enabled solutions", "Digital solutions" ], "communicationSkills" : "Excellent communication skills; Outstanding writing skills; Present to clients; Present to stakeholders", "documentationSkills" : "Documenting requirements; Documenting process flows; Documenting user stories; Documenting use cases", "continuousLearning" : "Passion for learning; Personal growth", "problemSolvingSkills" : "Demonstrated ability to solve problems; Formulate recommendations; Analytical-thinking skills", "outcomesObjectives" : "Enhance organizational efficiency; Deliver measurable business value; Elevate client experience; Create effective outcomes", "qualificationsBasic" : "Ability to work independently, Manage multiple tasks, Work under pressure, Solve problems, Formulate recommendations, Possess organizational skills, Prioritization skills, Ability to work with business teams, Ability to work with IT teams, Ability to present to clients, Ability to present to stakeholders", "qualificationsPreferred" : "Master's degree preferred, Experience in technology services environment, Experience in digital services environment, Experience in professional services environment", "rawDescription" : "View All Jobs About Entrega Entrega is a Michigan-headquartered technology professional services firm delivering enterprise solutions to global clients. We design, develop, and operationalize technology-enabled solutions through a high-performance services model built to elevate client experience and deliver measurable business value. Our work spans technology, digital, and business solutions delivery. We operate using a structured service delivery model designed to balance client relationships, delivery accountability, project execution, and production capacity management. Strong leadership across these areas is essential to delivering consistently high outcomes for our clients. Job Position Summary: The Digital Solutions Analyst serves a pivotal role in enhancing organizational efficiency by analyzing digital processes, identifying areas for improvement, and implementing data-driven solutions. Serving as a liaison between stakeholders and technical teams, DSAs ensure that business objectives align with technological capabilities. The role requires a solutions-oriented mindset, understanding of digital technologies, basic project management skills, and a commitment to client success. Responsibilities and Duties: Scope and Requirements Definition - Supports the definition of scope and requirements, related to business objectives through stakeholder elicitation. Requirement Artifacts - Responsible for creating project artifacts through developing, documenting, and maintaining process flows, user stories, use cases, etc. Solution Research - Supports solution research by isolating key objectives and identifying potential solutions. Solution Ideation - Supports solution ideation by identifying and materializing abstract concepts into concrete technology-based solutions. Solution Hand-Off - Responsible for the solution hand-off by presenting solution recommendations to clients and internal teams. Additional Responsibilities - Perform other tasks and duties as required by team leaders to support and contribute to the overall success of the organization. Qualifications: Ability to work independently as well as in a team environment. Capable of managing multiple tasks and projects simultaneously. Comfortability working under pressure or strict deadlines. Demonstrated ability to solve problems and formulate recommendations. Excellent communication skills. Exceptional attention to detail. Outstanding writing and analytical-thinking skills. Passion for learning and personal growth, specifically when it comes to technology. Possess organizational and prioritization skills. Self-starter with a high degree of integrity and professionalism. Education and Experience: Bachelor’s or Master’s degree in Computer Science, Software Engineering, or related field preferred. 3-5 years of experience contributing to projects and programs for multiple clients in technology, digital or professional services environment. Ability to work with both business and IT teams to offer and deliver solutions that create effective outcomes. Strong commitment to client experience, service delivery and quality. Ability to present to clients and stakeholders. Compensation & Benefits This role offers a competitive base salary aligned to experience and scope. Where applicable, employees may be eligible to participate in performance-based incentive programs aligned to organizational and individual results. We offer a comprehensive benefits package including medical, dental, and vision coverage, 401(k), paid time off, and additional benefits designed to support our employees’ well-being. Equal Employment Opportunity Entrega is an Equal Opportunity Employer. Entrega does not discriminate in employment opportunities or practices because of race, any trait historically associated with race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, marital status, veteran status, height, weight, disability, genetic information or any other characteristic protected under state or federal law.", "summaryDescription" : "Digital Solutions Analyst at Entrega. Skills: Digital processes, Data-driven solutions, Business objectives, Technological capabilities. Support scope definition. Support requirements definition", "postedDate" : "2026-06-14T01:41:43.487", "createdAt" : "2026-06-14T01:41:43.487", "lastUpdated" : "2026-06-15T08:58:43.547", "ingestTimestamp" : "2026-06-14T01:41:43.487", "mongoId" : "6a2c6a6274d8ee00a090b968", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 78500, "salaryAnnualMax" : 105500, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Process flows", "User stories", "Use cases", "Digital processes", "Data-driven solutions", "Business objectives", "Technological capabilities", "Solutions-oriented mindset", "Stakeholder elicitation", "Solution research", "Solution ideation", "Solution hand-off", "Basic project management", "Enterprise solutions", "Technology-enabled solutions", "Digital solutions" ], "skillCount" : 16, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "_score" : 728.4435, "daysOld" : 1, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Technology", "llmIndustryConfidence" : 0.85 }, { "id" : "6a2c6c2174d8ee00a0916fc3", "title" : "Wealth Management Associate", "company" : "Curi Capital", "industry" : "FinTech", "salary" : { "min" : 60000.0, "max" : 70000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "St. Joseph, Michigan, United States", "locations" : [ "St. Joseph", "Michigan", "United States" ], "certifications" : [ "Series 65", "CFP" ], "timestamp" : "2026-06-15T22:49:00.640", "fingerprint" : "53f0712f6d610a8843cdaa4857a2889f2a0f3d650a9a49d9e95a45ca55075fd2", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/curicapital/jobs/4284333009", "externalId" : "4284333009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "St. Joseph", "state" : "Michigan", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "41.9031963,-85.5356726" } ], "locationText" : "St. Joseph, Michigan, United States", "technicalSkills" : "Bloomberg Terminal", "professionalSkills" : [ "Financial planning", "Client relationship management" ], "hardSkillsList" : [ "Financial analysis", "Data gathering" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Data gathering", "level" : "intermediate" } ], "majorSkills" : "Wealth management, Financial planning", "majorSkillsList" : [ "Wealth management", "Financial planning" ], "coreResponsibilities" : "Establish and maintain client relationships, Provide client service, Gather data to manage client relationships, Update Wealth Advisors about client activity, Analyze financial status of clients, Evaluate financial status of prospects, Understand processes and products, Apply knowledge to satisfy client concerns, Research complex problems, Communicate resolution of complex problems, Implement solutions, Complete internal projects, Develop financial planning recommendations, Present financial planning recommendations, Provide effective communication with clients, Provide timely communication with clients, Provide proactive communication with clients, Provide effective communication with colleagues, Provide timely communication with colleagues, Provide proactive communication with colleagues, Provide effective communication with third parties, Provide timely communication with third parties, Provide proactive communication with third parties, Perform administrative functions, Perform financial planning functions, Assist Wealth Advisors with client relationships, Maintain client contact, Service client needs, Troubleshoot client problems, Train to become a Wealth Advisor, Deliver financial planning activities", "teamCollaboration" : "Work in a team environment; Collaborative team environment", "domainKnowledge" : "Wealth management; Financial services; Financial instruments; Retirement projections; Education projections", "domainList" : [ "wealth-management", "financial-services", "financial-instruments", "retirement-projections", "education-projections" ], "domainSpecificKnowledge" : [ "Wealth management", "Financial services", "Financial instruments", "Retirement projections", "Education projections" ], "toolProficiency" : [ "Bloomberg Terminal" ], "communicationSkills" : "Written communication; Oral communication", "continuousLearning" : "Education assistance", "problemSolvingSkills" : "Problem solving; Critical thinking; Troubleshooting", "outcomesObjectives" : "Build client satisfaction; Build client confidence", "qualificationsBasic" : "Undergraduate degree or equivalent work experience", "qualificationsPreferred" : "1-3 years Wealth Management experience, Education/experience in business, economics, or finance, Experience working with the public, Exposure to wealth management or financial services, Experience servicing customers, Experience in clubs, activities, sports, volunteer service, Leadership experience", "workSiteFlexibility" : "Hybrid", "rawDescription" : "About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture. Location St. Joe Michigan At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to work in the office three days a week. The Role We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our St. Joe Michigan office. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. You will have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical. In this role, you will understand how processes and products work together in a client’s portfolio. Once a minimum of one year’s experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities. Key Result Areas Establish and maintain effective relationships and provide client service that builds satisfaction and confidence Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate Analyze and evaluate the financial status of clients and prospects Participate in 1-4 client or prospect meetings or calls each week Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns Demonstrate critical thinking and good judgment in all situations Research and communicate the resolution of complex problems and implement solutions Ensure completion of internal projects Develop and present financial planning recommendations, including but not limited to, retirement and education projections Provide effective, timely and proactive communication with clients, colleagues and third parties Key Skills Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time Demonstrated ability to build mutually beneficial relationships required Demonstrated ability to multi-task and prioritize work required Must be detail oriented and have demonstrated ability to solve problems and meet deadlines Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate Ability to work in a collaborative team environment required Excellent written and oral communication skills required Key Qualifications One to three years of experience in Wealth Management preferred Undergraduate degree or equivalent work experience required Education or experience in business, economics, or finance and/or experience working with the public preferred Exposure to wealth management or financial services and experience servicing customers preferred Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience Key licenses Series 65 recommended or willingness to obtain upon hiring CFP recommended or willingness to obtain within one year The base salary will be commensurate with an individual's work experience and educational background. US Pay Range $60,000—$70,000 USD Our Vision: To be the trusted partner in medicine, business, and life. Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve. Our Values: Accountability: We are driven to act, work with integrity, and deliver results. Curiosity: We ask and listen, stay curious, and are eager to learn. Teamwork: We build strong relationships, celebrate success, and partner for greater impact. Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together Built On; Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities. Our Benefits Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually. Review our Privacy Policy here.", "summaryDescription" : "Wealth Management Associate at Curi Capital. Skills: Wealth management, Financial planning. Establish and maintain client relationships. Provide client service", "postedDate" : "2026-06-14T21:27:45.222", "createdAt" : "2026-06-14T21:27:45.222", "lastUpdated" : "2026-06-15T22:49:00.640", "ingestTimestamp" : "2026-06-14T21:27:45.222", "mongoId" : "6a2c6c2174d8ee00a0916fc3", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 60000, "salaryAnnualMax" : 70000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Data gathering", "Wealth management", "Financial planning", "Client relationship management", "Financial services", "Financial instruments", "Retirement projections", "Education projections", "Series 65", "CFP", "Bloomberg Terminal" ], "skillCount" : 12, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "_score" : 727.9155, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c5f8274d8ee00a08ec80e", "title" : "IT Solutions Analyst", "company" : "Woolpert", "industry" : "Architecture, Engineering, and Geospatial", "salary" : { "min" : 72500.0, "max" : 108500.0, "currency" : "SGD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for an IT Solutions Analyst in Singapore, adjusted for mid-seniority and the engineering industry." }, "location" : "Singapore", "locations" : [ "Singapore", "Richmond", "Victoria", "Australia" ], "timestamp" : "2026-06-15T00:28:58.946", "fingerprint" : "cb383eda52360a5ff43428b2c2ce981a9d0a708061b1e44e810f7f62607c4e6b", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/woolpert/jobs/4215085009", "externalId" : "4215085009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Singapore", "country" : "Singapore", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "1.2899175,103.8519072" } ], "locationText" : "Singapore, Singapore", "teamCollaboration" : "APAC IT team", "domainKnowledge" : "Built environment; Natural environment", "domainList" : [ "built-environment", "natural-environment" ], "domainSpecificKnowledge" : [ "Built environment", "Natural environment" ], "continuousLearning" : "Professional development", "innovationCreativity" : "Innovative thinking; Innovation", "workSiteFlexibility" : "Hybrid", "rawDescription" : "We seek to move the world forward through innovative thinking. Woolpert is an award-winning, global leader in architecture, engineering, and geospatial services. We blend design excellence with cutting-edge technology to deliver exceptional client value. Our team is passionate about their work and committed to building the next generation of industry leaders, and as a certified Great Place to Work®, Woolpert embraces progress and innovation to create limitless opportunities for career growth. About Woolpert Woolpert is a global leader in Architecture, Engineering, and Geospatial (AEG), with a deep rooted and growing presence across Australia, proudly recognised as a Top 100 Global Design and Geospatial firm. The ’Woolpack’ fosters a culture of innovation, inclusion, and ownership—exemplified by our celebrated Principal Program, which offers all employees, regardless of role or employment type, the opportunity to become company owners and share in the company’s growing success. This program rewards leadership, high performance, and initiative, and is a cornerstone of Woolpert’s commitment to empowering its people and expanding diverse leadership. We’re a place for professionals seeking meaningful work, career growth, and a chance to shape the future of the built and natural environment. Great Place to Work®! We’re proud to be certified as a Great Place to Work® for the 9th time! We invest in advanced tools and professional development to empower our teams. Built on trust, respect, and shared success, our culture makes Woolpert more than a workplace it’s a community. The role with us We are looking for an IT Solutions Analyst to join our high-performing APAC IT team. Reporting to the IT only successful short-listed candidates will be contacted. If you believe you might be a good fit and would like to join our Woolpack, click on the APPLY NOW button to submit your application. #LI-Hybrid #LI-KS2 Find out more about what Woolpert has to offer here: http://woolpert.com/about-us/ Woolpert is an equal-opportunity employer. Woolpert is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. You may view more about EEO on our website: Equal-Employment-Opportunity-The-Law.pdf and EEO is the Law Poster Supplement. Applicants who require an accommodation throughout the application and interview process should request this in advance by contacting askhr@woolpert.com. If you need to reschedule or cancel your interview, please reach out to your recruiter by contacting recruiting@woolpert.com. To all agencies: Please, no phone calls or emails to any employee of Woolpert or any of our subsidiaries about this requisition. All resumes submitted by search firms/employment agencies to any employee at Woolpert via email, the internet, or in any form and/or method will be deemed the sole property of Woolpert, unless such search firms/employment agencies were engaged by Woolpert's Talent Acquisition Team for this requisition and a valid agreement is in place. In the event a candidate who was submitted outside of Woolpert's applicant process is hired, no fee or payment of any kind will be paid.", "summaryDescription" : "IT Solutions Analyst at Woolpert", "postedDate" : "2026-06-12T22:05:35.138", "createdAt" : "2026-06-12T22:05:35.138", "lastUpdated" : "2026-06-15T00:28:58.946", "ingestTimestamp" : "2026-06-12T22:05:35.138", "mongoId" : "6a2c5f8274d8ee00a08ec80e", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "50k-75k", "hasSalary" : false, "allSkills" : [ "Built environment", "Natural environment" ], "skillCount" : 2, "jobCategory" : "other", "jobSubcategory" : "it", "dataQualityScore" : 0.7777778, "_score" : 720.7373, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Architecture, Engineering, and Geospatial" }, { "id" : "6a2ca5ee74d8ee00a09b8b26", "title" : "Associate Wealth Advisor", "company" : "NorthCoast Asset Management", "industry" : "Banking", "salary" : { "min" : 75000.0, "max" : 110000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Associate Wealth Advisor in Stamford, United States, adjusted for the financial services industry." }, "location" : "Stamford, Connecticut, United States", "locations" : [ "Stamford", "Connecticut", "United States" ], "certifications" : [ "Series 65" ], "timestamp" : "2026-06-15T22:48:53.432", "fingerprint" : "1d68cc5c2db7d3ee537271847bbed56421aa528f35ff806a6c51259eca47a460", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/nc/jobs/5820466004", "externalId" : "5820466004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Stamford", "state" : "Connecticut", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "41.0534302,-73.5387341" } ], "locationText" : "Stamford, Connecticut, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "professionalSkills" : [ "Financial planning", "Investment strategy", "Trading fundamentals", "Portfolio management", "Client communication", "Client service", "Business planning" ], "hardSkillsList" : [ "Quantitative modeling", "Risk controls" ], "hardSkills" : [ { "name" : "Quantitative modeling", "level" : "intermediate" }, { "name" : "Risk controls", "level" : "intermediate" } ], "majorSkills" : "Financial planning, Investment strategy, Client service", "majorSkillsList" : [ "Financial planning", "Investment strategy", "Client service" ], "coreResponsibilities" : "Develop financial plans, Revise financial plans, Present financial plans, Create investment strategy, Monitor risk tolerance, Understand trading fundamentals, Approve portfolios, Execute portfolios, Approve trade recommendations, Execute trade recommendations, Approve tax loss harvesting, Execute tax loss harvesting, Record client communication, Record client information, Service client needs, Complete client billing reviews, Ensure compliance, Engage in business planning, Support strategic priorities", "teamCollaboration" : "Resource collaboration AWAs; Collaborate with team members; Collaborate with Portfolio Management", "domainKnowledge" : "Tax planning; Estate planning; Insurance planning; Financial industry; Financial products; Financial planning concepts", "domainList" : [ "tax-planning", "estate-planning", "insurance-planning", "financial-industry", "financial-products", "financial-planning-concepts" ], "domainSpecificKnowledge" : [ "Tax planning", "Estate planning", "Insurance planning", "Financial industry", "Financial products", "Financial planning concepts" ], "toolProficiency" : [ "CRM system", "Custodian websites" ], "communicationSkills" : "Client communications; Client interactions", "documentationSkills" : "Recording client communication; Recording client information", "problemSolvingSkills" : "Analytical skills", "specialRequirements" : "Meet clients in person, Some travel required", "qualificationsBasic" : "Series 65 or equivalent within 120 days, 2+ years financial service experience, Clean U4", "qualificationsPreferred" : "Interpersonal team-oriented approach, Knowledge of financial industry, Knowledge of financial products, Knowledge of financial planning concepts, Excellent analytical skills, Attention to detail", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. Position Summary NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. This position requires a presence in the Stamford office five days a week. Primary Responsibilities Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Create holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Mastery of technology stack offered, including CRM system and custodian websites Resource and collaboration with other Associate Wealth Advisors (AWAs) Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet with clients in person. Some travel may be required Qualifications Bachelor’s Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $90,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For California Applicants: Information on your California privacy rights can be found here For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.", "summaryDescription" : "Associate Wealth Advisor at NorthCoast Asset Management. Skills: Financial planning, Investment strategy, Client service. Develop financial plans. Revise financial plans", "postedDate" : "2026-06-14T19:17:18.720", "createdAt" : "2026-06-14T19:17:18.720", "lastUpdated" : "2026-06-15T22:48:53.432", "ingestTimestamp" : "2026-06-14T19:17:18.720", "mongoId" : "6a2ca5ee74d8ee00a09b8b26", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 110000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Quantitative modeling", "Risk controls", "Financial planning", "Investment strategy", "Client service", "Trading fundamentals", "Portfolio management", "Client communication", "Business planning", "Tax planning", "Estate planning", "Insurance planning", "Financial industry", "Financial products", "Financial planning concepts", "Series 65", "CRM system", "Custodian websites" ], "skillCount" : 18, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.8888889, "_score" : 718.8586, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2a494574d8ee00a05e44d5", "title" : "Structured Trade Finance Manager", "company" : "Engelhart", "industry" : "Financial Services", "salary" : { "min" : 155000.0, "max" : 220000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Manager in Stamford, CT within the Commodities industry, adjusted for company size and seniority." }, "location" : "Stamford, Connecticut", "locations" : [ "Stamford", "Connecticut" ], "timestamp" : "2026-06-13T06:43:22.047", "fingerprint" : "a08a959252c3d20fdff170b4d80160314ba6f4580c9798fa7306e793265c84ea", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/engelhart/jobs/7995186", "externalId" : "7995186", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Stamford", "state" : "Connecticut", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "41.0534302,-73.5387341" } ], "locationText" : "Stamford, Connecticut, United States", "employmentType" : "FULL_TIME", "experienceLevel" : "Manager", "technicalSkills" : "Python, R, SQL, Bloomberg Terminal, Reuters Eikon, FactSet", "professionalSkills" : [ "Structured finance", "Trade finance", "Working capital optimization", "Credit lines management", "Process optimization", "Financial modeling", "Forecasting", "Negotiations" ], "hardSkillsList" : [ "Syndicated financing", "Bilateral financing", "Working capital management", "Credit facility management", "Financial structuring", "Forecasting", "Modeling" ], "softSkillsList" : [ "Agility", "Entrepreneurship" ], "hardSkills" : [ { "name" : "Syndicated financing", "level" : "intermediate" }, { "name" : "Bilateral financing", "level" : "intermediate" }, { "name" : "Working capital management", "level" : "intermediate" }, { "name" : "Credit facility management", "level" : "intermediate" }, { "name" : "Financial structuring", "level" : "intermediate" }, { "name" : "Forecasting", "level" : "intermediate" }, { "name" : "Modeling", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Agility" }, { "name" : "Entrepreneurship" } ], "majorSkills" : "Structured Trade Finance, Working Capital Optimization, Financing Solutions", "majorSkillsList" : [ "Structured Trade Finance", "Working Capital Optimization", "Financing Solutions" ], "coreResponsibilities" : "Originate financing solutions, Structure financing solutions, Execute financing solutions, Manage financing solutions, Model working capital, Forecast working capital, Report working capital, Optimize working capital, Manage Borrowing Base Facility, Manage bilateral credit lines, Refinance credit lines, Negotiate credit lines, Drive process optimization, Drive systems optimization", "teamCollaboration" : "Partnering with front office; Partnering with middle office; Partnering with legal; Partnering with accounting; Partnering with credit; Partnering with IT; Work with internal stakeholders; Work with external partners", "domainKnowledge" : "Physical transactions; Commodities trading; Energy trading; Renewable power; Physical natural gas", "domainList" : [ "physical-transactions", "commodities-trading", "energy-trading", "renewable-power", "physical-natural-gas" ], "domainSpecificKnowledge" : [ "Physical transactions", "Commodities trading", "Energy trading", "Renewable power", "Physical natural gas" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "communicationSkills" : "Build relationships", "continuousLearning" : "External training; Internal training", "problemSolvingSkills" : "Analytical edge", "outcomesObjectives" : "Support business growth; Enable business growth", "qualificationsBasic" : "7 years relevant experience, Syndicated and bilateral financing facilities experience, Modeling, forecasting, and optimizing working capital experience, Physical transactions knowledge", "qualificationsPreferred" : "Financial trading/exchange requirements understanding, Innovative, bespoke, or non-traditional financing solutions exposure, Ability to work autonomously, Operate independently", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "About Us Engelhart was founded in 2013 by BTG Pactual Group as a commodities trading company. Our business model is “asset light” and highly diversified – giving us the ability to adapt effectively and nimbly to changing market conditions. We have assembled successful multidisciplinary teams, leveraging advanced fundamental analysis with deep quantitative and weather research capabilities. Our activities are underpinned by strong risk management practices and by powerful technology and operational excellence. We have exceptional teams with diverse global backgrounds and decades of experience, and are driven by a highly collaborative culture, across products and competencies. In 2024, Engelhart acquired Trailstone, a global energy trading and technology company. The acquisition provides us with new expertise, analytics and proprietary technology which is being used to provide risk management and optimisation services to help maximise the value of our clients’ renewable power. The acquisition also expanded Engelhart’s capabilities into physical natural gas across North America, a critical fuel to support the energy transition. Our talented and experienced individuals work together according to its four company values: Performance, Agility, Collaboration, Entrepreneurship. About the Role Engelhart is searching for an experienced Structured Trade Finance Manager to join our global Treasury function, based on-site in our Stamford CT office. This is a new opportunity within our organization, reporting directly to the US Head of Treasury, and responsible for supporting the ongoing growth of our US Power & Gas business. This will be a full-time role, owning the following responsibilities: Originating, structuring, executing, and managing efficient financing solutions to enable further growth of Engelhart's US Power & Gas business, with a particular focus on physicals. Modeling, forecasting, reporting, and optimizing working capital, with a hands-on approach and regular interaction with senior internal stakeholders. Managing the existing Borrowing Base Facility and bilateral credit lines, including annual refinancing and negotiations with financing partners. Driving ongoing optimization of processes and systems across the Treasury function, partnering closely with front office, middle office, legal, accounting, credit, and IT. About You The successful candidate must have excellent communication skills to build strong relationships and work effectively with both internal stakeholders and external partners. This person needs to be from a structured background, seasoned in originating, implementing, designing, and forecasting in order to provide a commercial and analytical edge to our experienced operational function. As such, the following experiences and skills will are necessary for application: A minimum of 7 years of relevant experience supporting the financing and capital structure of a US Power and Gas trading business. Demonstrated experience in sourcing, executing, and managing syndicated and bilateral financing facilities and affiliated relationships. Strong experience in modeling, forecasting, and optimizing working capital. Tangible knowledge of, and focus on, physical transactions as a trade finance specialist. In addition, the following are not necessary though highly desirable for an immediate positive impact in this role: Strong understanding of financial trading/exchange requirements in addition to physical transactions. Exposure to innovative, bespoke, or non-traditional financing solutions. Strong ability to work autonomously and operate independently. What we offer Competitive compensation and participation in Engelhart’s discretionary bonus plan. 20 days of annual holiday entitlement, excluding US public holidays (NYSE). Robust benefits package such as Medical, Dental, Vision, Life insurance, 401(k) match, and supplemental benefits partially subsidized by the Company. Eligibility to receive external and internal training in accordance with our Training & Development Policy. We believe in inclusivity and are therefore dedicated to ensuring all employees – across gender identity, race, ethnicity, sexual orientation, religion, life experience, background and more – feel welcome and included in the company. We promote diversity because we believe it is essential to our ability to think holistically.", "summaryDescription" : "Structured Trade Finance Manager at Engelhart. Skills: Structured Trade Finance, Working Capital Optimization, Financing Solutions. Originate financing solutions. 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This colleague will support a Wealth Advisor in managing client relationships. Alongside the Wealth Advisor, the Wealth Planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The Wealth Planner will also assist with client meetings and present findings and recommendations. **Primary Responsibilities:** * Onboarding of new clients: collect new client information, and work with each new client to ensure accurate completion of PCA and appropriate forms from custodian. * Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. * Proactively interact with clients and assist in creating an outstanding client experience. * Schedule client meetings. * Receive client calls and resolve questions/issues as needed. * Analyze and input client data into financial planning software (eMoney). * Assist with the timely completion and submission of all client related transaction requests. * Preparing forms and reports for client meetings. * Conduct independent research and build financial plans for prospective clients. * Develop client recommendations with assistance from the Wealth Advisor. * Assist in building comprehensive financial plans. * Ongoing maintenance and quality control of CRM. * Other duties as assigned. **Required Credentials:** * Bachelor’s degree. * Series 65 (to be obtained within three months of hire date). * 4+ years financial planning, estate planning and/or tax planning/ preparation experience. * Pursuing or has attained a CFP®. **Skills & Competencies: ** * Ability to talk to clients independently. * Ability to train and mentor Client Service Associates. * Ability to develop wealth planning and investment recommendations and present to clients when applicable. * Working knowledge of eMoney and Salesforce a strong plus. * Exceptional issue spotting and problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. * Must accept and thrive in a fast-paced, changing environment. * Ability to build and maintain relationships with potential and current clients. * Tenacious about doing what is right for the client – always. **Physical Requirements:** * Prolonged periods sitting at a desk and working on a computer. * Must be able to lift up to 15 pounds at times. **Compensation:** $110,000 - $120,000 **Why Cerity Partners:** Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: * Health, dental, and vision insurance – day 1! * 401(k) savings and investment plan options with 4% match. * Flexible PTO policy. * Parental Leave. * Financial assistance for advanced education and professional designations. * Opportunity to give back time to local communities. * Commuter benefits. _Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. 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Paraplanners; Implementation staff", "domainKnowledge" : "HNW clients; Retirement planning; Investment planning; Insurance; Intergenerational wealth transfers; Philanthropy; Investment products; Taxation; Estate planning; Risk management; Financial services", "domainList" : [ "hnw-clients", "retirement-planning", "investment-planning", "insurance", "intergenerational-wealth-transfers", "philanthropy", "investment-products", "taxation", "estate-planning", "risk-management", "financial-services" ], "domainSpecificKnowledge" : [ "HNW clients", "Retirement planning", "Investment planning", "Insurance", "Intergenerational wealth transfers", "Philanthropy", "Investment products", "Taxation", "Estate planning", "Risk management", "Financial services" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "communicationSkills" : "Written communication; Verbal communication", "documentationSkills" : "Advice documentation", "outcomesObjectives" : "Achieve financial goals; Deliver exceptional client experience", "qualificationsBasic" : "1-2+ years’ experience, Financial Adviser experience, HNW client portfolios, Legislative and regulatory requirements, Advanced investment products, Advanced taxation, Advanced retirement planning, Advanced estate planning, Advanced risk management, Advanced insurance", "qualificationsPreferred" : "Long term opportunity", "workSiteFlexibility" : "Flexible", "rawDescription" : "Position Summary This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service. This person will be responsible for managing and growing an existing portfolio of HNW clients through the provision of tailored structural, financial and investment solutions. Working closely with a team of support staff, this person will be well placed to deliver an exceptional client experience, while fulfilling their passion of helping clients achieve their financial goals. This role is located in Sydney, New South Wales, Australia. Primary Responsibilities Manage and grow a portfolio of HNW clients through the provision of ongoing holistic financial advice. Understanding clients’ immediate needs, long term objectives and level of comfort with risk. Provide financial advice across a broad spectrum of needs including retirement planning, investment planning, insurance needs, intergenerational wealth transfers and philanthropy. Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy. Provide quality and trusted financial advice. Serve as the focal point for clients to assist with complex decisions around protecting and growing their wealth, structuring their investments, and balancing competing business or wealth demands. Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients. Ensuring accuracy and compliance of client files and advice documentation Assist providing guidance and technical direction to paraplanners and implementation staff. Drive ongoing business development activities with potential and new client opportunities. Qualifications and Experience: At least 1-2+ years’ experience as a Financial Adviser, with a focus managing HNW client portfolios. Be passionate about servicing clients and interested in an opportunity for the long term. Comply with the Qualifications Standard to be able to appoint as a Financial Adviser (Retail) Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest. Advanced understanding of investment products, taxation, retirement & estate planning and risk management and insurance An ability to handle a client book and be comfortable with multi-tasking. Strong sense of professionalism and a client-centric approach. Highly motivated with an ability to convert referrals to clients. Organisational and prioritisation skills. Excellent communication and interpersonal skills, both written and verbal. Exceptional client focus. #LI-SF1 About Focus Partners Australia  Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.", "summaryDescription" : "Private Wealth Adviser at Focus Partners Australia. Skills: Client relationship management, Financial advice, Investment management, Wealth management. Manage and grow portfolio. 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Work closely with sales, product engineering, advisory, and trading teams; Partner with internal stakeholders; Collaborate with colleagues; Work closely with sales, product engineering, advisory, and trading teams; Share insights and best practices with management and peers", "domainKnowledge" : "Financial markets; Structured notes; Capital markets; Financial services; Global financial markets", "domainList" : [ "financial-markets", "structured-notes", "capital-markets", "financial-services", "global-financial-markets" ], "domainSpecificKnowledge" : [ "Financial markets", "Structured notes", "Capital markets", "Financial services", "Global financial markets" ], "toolProficiency" : [ "Microsoft Office", "Excel", "PowerPoint" ], "communicationSkills" : "Advanced oral and written communication skills; Convey complex information clearly; Deliver high-quality virtual and in-person presentations; Communicate fluently in English", "continuousLearning" : "Expand product knowledge; Stay informed about trends in finance and AI; Invest in your growth and development", "problemSolvingSkills" : "Analytical skills; Commercial judgment", "specialRequirements" : "Must be on-site full-time, Occasional travel", "outcomesObjectives" : "Ensure seamless communication; Ensure exceptional support; Minimize risk; Enhance the client experience; Exceed client expectations; Drive business growth; Ensure timely execution", "qualificationsBasic" : "1-2 years of experience in capital markets or financial services, Undergraduate or master’s degree in commerce, finance, or STEM, Proficient in Microsoft Office applications, Excel skills, PowerPoint skills, Advanced oral and written communication skills, Ability to communicate fluently in English", "qualificationsPreferred" : "Progress toward a CFA designation, Coding skills, AI skills, Fluency in French, Fluency in other languages", "remoteFriendly" : false, "workSiteFlexibility" : "On-site", "rawDescription" : "We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What You’ll Be Doing** As an Analyst in the Wealth Solutions Group at CIBC Global Markets, you will play a vital role in supporting the distribution of structured notes to Canadian investment advisors. You will collaborate closely with CIBC’s infrastructure teams - including sales, product engineering, advisory, and trading to ensure seamless communication and exceptional support. Working alongside other marketers, you will contribute to the development of tailored solutions, facilitate timely execution, and provide outstanding service to both new and existing clients, while supporting daily desk operations. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time._ The expected annualized base salary for this role is $95,000. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process. **How You’ll Succeed** * **Deliver Exceptional Client Service –** Put clients at the heart of every interaction by responding promptly to inquiries, proactively identifying new opportunities, and maintaining a high level of accuracy to minimize risk and enhance the client experience. Consistently provide rapid turnaround times and strive to exceed client expectations. * **Drive Business Growth Through Innovation –** Partner with internal stakeholders to expand CIBC’s structured notes offering across Canada, including occasional travel to maintain strong client coverage. Demonstrate initiative by collaborating with colleagues to keep clients informed of market developments and product opportunities, and apply creative thinking to design bespoke solutions tailored to each client’s needs. * **Continuous Learning –** Leverage internal and external resources to expand your product knowledge and stay informed about trends in finance and AI. * **Relationship Building –** Work closely with sales, product engineering, advisory, and trading teams to develop effective client positioning and ensure timely execution. Share insights and best practices with management and peers. **Who You Are** * **You are passionate about financial markets.** You possess a strong understanding of the current market landscape and global financial markets and bring 1-2 years of experience in capital markets or in financial services. Experience in quantitative or technical fields - such as mathematics, engineering, or computer science—as well as strong analytical skills, commercial judgment, and supporting revenue-generating teams are considered assets. * **You have an undergraduate or master’s degree** in commerce, finance, or STEM. Progress toward a CFA designation is a strong asset. * **You are tech savvy.** You are proficient in Microsoft Office applications, having strong Excel and PowerPoint skills. Coding and AI skills are considered a strong asset. * **You communicate with impact.** You have advanced oral and written communication skills, enabling you to convey complex information clearly. You quickly acquire knowledge, demonstrate competence, and add value to transactions and client relationships. You are comfortable delivering high-quality virtual and in-person presentations to a large, sophisticated audience. You have the ability to communicate fluently in English (fluency in French or in other languages is an asset). * **You are passionate about people.** Your interpersonal and relationship management skills enable you to develop, manage, and leverage connections with clients and business partners. * **You are a culture keeper.** You thrive in a fast-paced, team-oriented environment and are eager to contribute to a culture of respect and excellence. * **Values matter to you.** You bring your real self to work and you live our values - trust, teamwork, and accountability. #LI-TA **What CIBC Offers** At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. * We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. * Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. * We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions **What you need to know** * CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [Mailbox.careers-carrieres@cibc.com](mailto:Mailbox.careers-carrieres@cibc.com) * CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. * You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. * We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). * We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. **Job Location** Toronto-161 Bay St., 5th **Employment Type** Regular **Weekly Hours** 37.5 **Skills** Business, Business Direction, Client Service, Communication, Customer Relationships, Data Analysis, Equity Derivatives, Global Market, Interest Rate Derivatives, Market Analysis, Market Trading, Relationship Management, Teamwork, Written Communication", "summaryDescription" : "Analyst, Structured Notes Distribution, Wealth Solutions Group at CIBC. Skills: Structured Notes Distribution, Client Service, Market Analysis. Support distribution of structured notes. Collaborate with infrastructure teams", "postedDate" : "2026-05-31T00:17:36.103", "createdAt" : "2026-06-01T00:17:35.918", "lastUpdated" : "2026-06-01T01:29:52.982", "ingestTimestamp" : "2026-06-01T00:17:35.918", "mongoId" : "6a1a913458b93c861e8b6e6b", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://cibc.wd3.myworkdayjobs.com/search/job/Toronto-ON/Analyst--Structured-Notes-Distribution--Wealth-Solutions-Group---Global-Markets_2611333", "salaryAnnualMin" : 95000, "salaryAnnualMax" : 95000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Data Analysis", "Equity Derivatives", "Interest Rate Derivatives", "Structured Notes Distribution", "Client Service", "Market Analysis", "Relationship Management", "Written Communication", "Business Direction", "Customer Relationships", "Global Market", "Market Trading", "Financial markets", "Structured notes", "Capital markets", "Financial services", "Global financial markets", "CFA", "Microsoft Office", "Excel", "PowerPoint" ], "skillCount" : 21, "jobCategory" : "engineering", "seniorityLevel" : "mid", "dataQualityScore" : 1.0, "_score" : 691.99713, "daysOld" : 1, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Finance" }, { "id" : "6a30698af292fd229cfc8a99", "title" : "Analyst/Sr. Analyst, Alternatives – Client Solutions & Research", "company" : "Wilshire Advisors LLC", "industry" : "Financial Services", "salary" : { "min" : 115000.0, "max" : 165000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Mid-level Analyst/Sr. Analyst in Financial Services in Santa Monica, adjusted for company size and industry." }, "location" : "Pittsburgh, PA, United States", "locations" : [ "Pittsburgh", "PA", "United States" ], "certifications" : [ "CFA", "CAIA" ], "timestamp" : "2026-06-16T09:39:50.828", "fingerprint" : "f051309cc44040897797337f704b346ee959cd75ed0dc3a7e1abc0edcb0218be", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/WilshireAdvisorsLLC/744000132268259-analyst-sr-analyst-alternatives-client-solutions-research-", "externalId" : "744000132268259", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Santa Monica", "state" : "California", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "34.0194704,-118.4912270" }, { "city" : "Pittsburgh", "state" : "Pennsylvania", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "40.4406968,-80.0025666" } ], "locationText" : "Santa Monica, California, United States; Pittsburgh, Pennsylvania, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 0, "experienceMaxYears" : 2, "experienceLevel" : "entry", "technicalSkills" : "Python, SQL, Bloomberg Terminal, FactSet", "professionalSkills" : [ "Financial modeling", "Investment analysis", "Portfolio construction", "Quantitative research", "Client reporting" ], "hardSkillsList" : [ "Financial analysis", "Data analysis", "Statistical modeling" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Data analysis", "level" : "intermediate" }, { "name" : "Statistical modeling", "level" : "intermediate" } ], "majorSkills" : "Alternatives investment, Client solutions, Research", "majorSkillsList" : [ "Alternatives investment", "Client solutions", "Research" ], "coreResponsibilities" : "Conduct quantitative research, Develop investment strategies, Construct portfolios, Perform due diligence, Analyze financial statements, Prepare client reports, Support client solutions team, Assist with manager research", "teamCollaboration" : "Client Solutions team; Investment teams", "domainKnowledge" : "Alternative investments; Private equity; Hedge funds; Real assets; Fixed income; Equities; Derivatives", "domainList" : [ "alternative-investments", "private-equity", "hedge-funds", "real-assets", "fixed-income", "equities", "derivatives" ], "domainSpecificKnowledge" : [ "Alternative investments", "Private equity", "Hedge funds", "Real assets", "Fixed income", "Equities", "Derivatives" ], "toolProficiency" : [ "Bloomberg Terminal", "FactSet" ], "communicationSkills" : "Client presentations", "documentationSkills" : "Research reports", "problemSolvingSkills" : "Analytical skills", "qualificationsBasic" : "5+ years experience, Bachelor's degree", "qualificationsPreferred" : "Master's degree preferred, CFA charterholder preferred, CAIA charterholder preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. The Alternatives team is comprised of the research group and client solutions group. We are seeking an Analyst/Sr. Analyst for the client solutions group; however, this is a dual-focused role that will spend time on both client solutions as well as alternatives research. The role will be approximately 60% focused on client solutions and approximately 40% focused on alternatives research; however, this time allocation is dynamic and will change from quarter to quarter. What you’ll do: * Support the Alternatives team with client-related initiatives across both discretionary and advisory clients * Assist with monitoring existing client portfolios * Create presentation materials for clients * Perform quantitative analyses, such as portfolio pacing * Support new client solution ideas and handle ad hoc client-related requests * Contribute as an active member of the alternatives research team * Evaluate private markets investment opportunities, including private equity, private credit, and real assets, primarily in North America * Bring familiarity with marketable alternatives, such as liquid alternatives and hedge funds, as a plus but not a requirement * Participate in 3–4 person deal teams evaluating each investment opportunity * Assess both fund investments (primaries) and transactions, including co-investments and secondaries ## Qualifications * Bachelor’s degree * Foundational understanding of the private markets industry * Excellent analytical skills (both quantitative and qualitative) * Strong business and investment acumen * High proficiency in Microsoft Office (particularly Excel, PowerPoint, and Copilot) * Interest in both client service and investments * A self-starter who is independent, hardworking and results oriented * Strong verbal and written communication skills - the ability to present ideas with precision and conviction * A passion for excellence * An entrepreneurial bent and a “roll-up-the-sleeves” orientation * Organized, thorough and detail-oriented * Willingness to be mentored, ask questions and receive constructive feedback * Works effectively with colleagues at all levels, across functions, and across global teams * A high degree of integrity and professionalism ## Additional Information * This position will work on a hybrid model out of our Santa Monica or Pittsburgh offices * We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. The pay range for this position is $65,000-$82,000. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit www.wilshire.com for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or 310-584-6011.", "summaryDescription" : "Analyst/Sr. Analyst, Alternatives – Client Solutions & Research at Wilshire Advisors LLC. Skills: Alternatives investment, Client solutions, Research. Conduct quantitative research. 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0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "69ce5e3b9bc74574cb67794e", "title" : "Adv, Application Integration & Solution Analyst", "company" : "Mercedes-Benz", "industry" : "Manufacturing", "salary" : { "min" : 135000.0, "max" : 195000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Senior Application Integration & Solution Analyst in Atlanta, United States, adjusted for the automotive industry and a large company size." }, "location" : "United States of America-Georgia-Atlanta", "locations" : [ "United States of America-Georgia-Atlanta", "One Mercedes-Benz Drive, , Atlanta" ], "timestamp" : "2026-06-15T13:58:45.486", "fingerprint" : "b7e77c0ebdc2deec8cb7c0863f603f425fba4144a53b3c975046af2707888a90", "source" : "taleo", "language" : "en", "applyUrl" : "https://daimler.taleo.net/careersection/ex/jobdetail.ftl?job=880048", "externalId" : "880048", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Atlanta", "state" : "Georgia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "33.7544657,-84.3898151" } ], "locationText" : "Atlanta, Georgia, United States", "technicalSkills" : "SAP, SAP Administration, SAP systems, SAP applications, SAP interfaces, SAP ECS, SAP Technical, SAP security, SAP environments", "professionalSkills" : [ "System integration", "Interface set-up", "Incident management", "Cyber security", "Network architecture", "Disaster recovery", "Process integration", "Automation platforms" ], "hardSkillsList" : [ "Analytical Skills", "IT Skills", "Project Management Skills" ], "softSkillsList" : [ "Out-of-the-box thinking", "High standards", "Team spirit", "Common responsibility" ], "hardSkills" : [ { "name" : "Analytical Skills", "level" : "intermediate" }, { "name" : "IT Skills", "level" : "intermediate" }, { "name" : "Project Management Skills", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Out-of-the-box thinking" }, { "name" : "High standards" }, { "name" : "Team spirit" }, { "name" : "Common responsibility" } ], "majorSkills" : "Application Integration, Solution Analyst, SAP Solutions, System Integration", "majorSkillsList" : [ "Application Integration", "Solution Analyst", "SAP Solutions", "System Integration" ], "coreResponsibilities" : "Design SAP solutions, Implement SAP solutions, Sustain SAP solutions, Enhance SAP solutions, Execute SAP Administration, Provide technical support, Provide expert consulting, Design SAP architecture, Design interfaces, Coordinate with IT service partner, Collaborate across IT groups, Provide in-depth consulting, Act as subject matter expert, Provide expert guidance, Define guidelines, Establish trends, Refine guidelines, Develop integration solutions, Collaborate with application teams, Design integration solutions, Implement integration solutions, Provide interface guidelines, Work with SI Partner, Ensure timely response, Ensure timely delivery, Optimize system indicators, SPOC for local SAP, Manage Major Incident Management, Define project commitments, Deliver project commitments, Harden application security, Harden gateway security, Harden message server security, Identify OSS notes, Implement OSS notes, Evaluate Cyber Security Goals, Implement Cyber Security Goals, Recommend role redesign, Implement security parameters, Perform complex design, Implement functional systems, Maintain functional systems, Serve as subject matter expert, Research business environment, Research new technology, Research development tools, Manage Disaster Recovery Process, Update DR plan, Test DR plan, Activate DR plan, Draw alternative plans, Draw contingency plans, Provide expert solutions, Support transformation phase, Design platforms for automation, Design platforms for proposed tools, Implement innovative solutions, Implement automations", "teamCollaboration" : "Global SAP systems; Multiple Mercedes subsidiaries; Peripheral systems; IT service partner; IT groups; Network teams; Datacenter teams; Functional teams; Development teams; Key business users; Application teams; ITT teams; SAP ECS teams; TAF teams; SI Partner; Application teams; Project managers; SI-Partner; Datacenter teams; Automation & innovation teams; SI partner", "projectManagementSkills" : [ "Project Management Skills" ], "domainKnowledge" : "Supply Chain; Finance & Controlling; Global templates; SAP Administration; SAP systems; SAP security; SAP interfaces; SAP applications; SAP GRC; SAP roles; SAP security standards; SOX compliance; SAP environments; Middleware; Process integration", "domainList" : [ "supply-chain", "finance-controlling", "global-templates", "sap-administration", "sap-systems", "sap-security", "sap-interfaces", "sap-applications", "sap-grc", "sap-roles", "sap-security-standards", "sox-compliance", "sap-environments", "middleware", "process-integration" ], "domainSpecificKnowledge" : [ "Supply Chain", "Finance & Controlling", "Global templates", "SAP Administration", "SAP systems", "SAP security", "SAP interfaces", "SAP applications", "SAP GRC", "SAP roles", "SAP security standards", "SOX compliance", "SAP environments", "Middleware", "Process integration" ], "toolProficiency" : [ "SAP GRC" ], "continuousLearning" : "Research new technology; Research development tools", "innovationCreativity" : "Encourages innovation; Encourages creativity; Encourages \"out-of-the-box\" thinking; Perceives trends; Capitalizes on trends; Design platforms for automation; Design platforms for proposed tools; Implement innovative solutions; Implement automations", "problemSolvingSkills" : "Analytical Skills; Root cause analysis; Troubleshooting", "specialRequirements" : "Flexible hours, Work schedule, Valid driver's license, Travel domestically, Travel internationally, Work Holidays, Work Holiday", "outcomesObjectives" : "Ensure quality delivery; Ensure on-time delivery; Optimize process flows; Ensure system indicators within threshold; Optimize system indicators; Ensure security parameters implemented; Ensure business needs met; Address relevant issues effectively; Ensure performance criteria met; Update DR plan; Periodic DR testing; Activate DR in emergency; Support transformation phase", "qualificationsBasic" : "Valid driver's license, Flexible hours/work schedule, Travel domestically, Travel internationally, Work Holidays when required, Work Holiday", "qualificationsPreferred" : "SAP GRC experience, Designing new roles, Analyzing existing SAP roles, Implementing SOX compliance policies", "remoteFriendly" : false, "workSiteFlexibility" : "Flexible", "rawDescription" : "About Us Mercedes-Benz is USA is responsible for the sales, marketing and service of all Mercedes-Benz and Maybach products in the United States. In our people, you will find tremendous commitment to our corporate values. Our products and employees reflect this dedication. We are looking for diverse top-notch individuals to join the Mercedes-Benz Team and uphold these hallmarks. Job Overview The Application Integration & Solution Analyst will be responsible for designing, implementing, sustaining and enhancing complex SAP solutions and associated landscapes across multiple global SAP systems for Supply Chain, Finance & Controlling and other Mercedes global templates. The incumbent will execute the functions associated with SAP Administration for multiple Mercedes subsidiaries. Provide around-the-clock technical support and expert consulting as necessary in order to ensure that the SAP system, database, security and system interfaces function properly. The incumbent will design the architecture of SAP applications and interfaces to peripheral systems. Will be responsible to coordinate with IT service partner to ensure quality and on-time delivery. Collaborate across IT groups including with network, datacenter, functional, development teams and key business users. Responsibilities Technical & Subject Matter Expertise · Provide in-depth consulting in technical and operational topics for multiple components of SAP systems, application servers, network layers and interface with SAP and non-SAP 3rd party products. · Act as subject matter expert for mission critical business systems and interfaces · Provide expert guidance around key business processes implemented, architectural topics and solutions implemented · Define guidelines for system parameters, establish trends and refine them accordingly from time to time considering industry best practices System Integration solutions · Develop solutions for system integration between SAP and other SAP and non-SAP systems · Collaborate with application teams, ITT and SAP ECS, TAF teams to design and implement the system integration solutions · Provide guidelines, KPIs for measuring efficiency and optimizing process flows · Provide subject matter expertise in interface set-up and related topics Partner Delivery · Work with SI Partner to ensure timely response and delivery of SAP Administrative tasks · Ensure that system indicators are within threshold and work with SI-Partner as necessary to optimize · SPOC for local SAP Technical and Integration topics and Major Incident Management for SAP Administrative issues Collaborate with Application teams, project managers and SI-Partner on defining and delivering project commitments for SAP technical topics System Security · Security hardening at application, like gateway and message server security, ports, identifying and implementing OSS notes related to SAP security from the marketplace. · Evaluating and implementing Cyber Security Goals · Experience with SAP GRC, designing new roles, and analyzing existing SAP roles and recommend redesign based on best security standards and make sure system, data and application security is not compromised. Implementing SOX compliance policies and procedures. Collaborate with SI-Partner to ensure the identified and recommended security parameters are accurately implemented. Architectural Responsibilities · Performs complex design, implementation and maintenance of multiple functional systems to ensure business needs are met. · Serves as subject matter expert on production systems, processes, network architecture, and interface capabilities. · Researches and understands the business environment including target environment and ensure performance criteria and address relevant issues effectively. · Research new technology or development tools to remain informed of current trends in the market place. Contingency Solutions · Manage the Disaster Recovery (DR) Process for the SAP systems including updating of the DR plan, periodic testing and activation in the event of an emergency. · Draw alternative and contingency plans for the middleware and process integration systems by working with datacenter teams Futuristic Solutions · Provide expert solutions for SAP environments supporting the transformation phase of the systems. · Work with Automation & innovation teams to design platforms for automation and other proposed tools · Collaborate with SI partner while implementing innovative solutions and automations by providing expertise on SAP environments Requirements & Conditions Requirements & Conditions Must be able to work flexible hours/work schedule · Requires valid driver’s license · Travel domestically · Travel internationally · Work Holidays when required · Work Holidays as scheduled · Work weekends when required · Work weekends as scheduled · Experience with Microsoft Excel, Access, Visio and PowerPoint · Good people skills, good communication skills Education Bachelor’s Degree (accredited school) or equivalent work experience with emphasis in: Computer/Information Science, Information Technology, Management Information System (MIS) 7+ years of experience in SAP Basis administration, managing large-scale global SAP systems. Experience working with onsite and offshore teams. Knowledge (necessary to perform proficiently in this position) Must have 7+ years (total) of experience in the following: · Administration Knowledge of administrative procedures, process/project development, and system procedures. · Business – General Knowledge of fundamental business practices and concepts that impact the success and profitability of the organization. Job Competencies and Core Behaviors · Job Competencies: · Adaptability · Analysis & Problem Assessment · Innovation · Planning & Organizing · Problem Solution Core Behaviors: · Sees the \"big picture\" and thus understands relevant interrelationships. Participates actively in the development of a realistic strategy which ensures the long-term sustainability of the organization. Acts responsibly towards community, environment and key stakeholders. · Anticipates and addresses needs of customers and business partners. Focuses on customer benefit. Understands the global industry and competitive landscape and recognizes the implications for the organization. Builds and maintains strong relationships with key contacts outside the organization · Encourages innovation, creativity and \"out-of-the-box\" thinking. Perceives and capitalizes on trends relevant to own area of business. Uses effective strategies and methods to achieve the necessary change. Engages other relevant partners and wins their commitment. Cuts through ambiguity and paradoxes to speed up implementation. · Sets high standards and achievable goals for oneself. Contributes to a bond of excitement, pride and inspiration, Demonstrates a high level of performance and inspires others to similar achievement through own dedication. Gives constructive feedback. Recognizes the abilities of colleagues and supports them. · Cooperates closely and shares best practices across regions, divisions and functions. Demonstrates and supports an environment of \"lessons learned\" and continuous performance improvement. Places company interests above departmental interests. Contributes to an atmosphere of team spirit and common responsibility for results. Actively promotes an inclusive environment and capitalizes on diversity. Skills, Abilities and MBUSA Knowledge Analytical Skills: Ability to collect data and establish facts and identify trends and variances Ability to integrate information from a variety of sources with varied levels of complexity Ability to review and interpret and evaluate statistical information IT Skills: Ability to incorporate new technology into current and future business applications Ability to develop and execute hardware and/or software test plans and test specifications Project Management Skills: Ability to develop plans/projects from conceptualization to implementation The fully trained individual must develop and maintain comprehensive knowledge of: · Company Policies & Procedures · Company Mission, Goals & Vision · Departmental practices/procedures and how they apply to customers · Interdepartmental relationships and their effect on company, departmental and individual goals · Software that is applicable to the job EEO Statement Mercedes-Benz USA is committed to fostering an inclusive environment that appreciates and leverages the diversity of our team. We provide equal employment opportunity (EEO) to all qualified applicants and employees without regard to race, color, ethnicity, gender, age, national origin, religion, marital status, veteran status, physical or other disability, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local law. Mercedes-Benz USA, LLC", "summaryDescription" : "Adv, Application Integration & Solution Analyst at Mercedes-Benz. Skills: Application Integration, Solution Analyst, SAP Solutions, System Integration. Design SAP solutions. 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The pay range for this position is $65,000-$82,000. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment. Visit www.wilshire.com for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. 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What you’ll do: * Support the Alternatives team with client-related initiatives across both discretionary and advisory clients * Assist with monitoring existing client portfolios * Create presentation materials for clients * Perform quantitative analyses, such as portfolio pacing * Support new client solution ideas and handle ad hoc client-related requests * Contribute as an active member of the alternatives research team * Evaluate private markets investment opportunities, including private equity, private credit, and real assets, primarily in North America * Bring familiarity with marketable alternatives, such as liquid alternatives and hedge funds, as a plus but not a requirement * Participate in 3–4 person deal teams evaluating each investment opportunity * Assess both fund investments (primaries) and transactions, including co-investments and secondaries ## Qualifications * Bachelor’s degree * Foundational understanding of the private markets industry * Excellent analytical skills (both quantitative and qualitative) * Strong business and investment acumen * High proficiency in Microsoft Office (particularly Excel, PowerPoint, and Copilot) * Interest in both client service and investments * A self-starter who is independent, hardworking and results oriented * Strong verbal and written communication skills - the ability to present ideas with precision and conviction * A passion for excellence * An entrepreneurial bent and a “roll-up-the-sleeves” orientation * Organized, thorough and detail-oriented * Willingness to be mentored, ask questions and receive constructive feedback * Works effectively with colleagues at all levels, across functions, and across global teams * A high degree of integrity and professionalism ## Additional Information * This position will work on a hybrid model out of our Santa Monica or Pittsburgh offices * We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more. 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