27 Fidelity Investments jobs in New Hampshire
Culinary&Hospitality Interns, FLIK / Fidelity Investments / Merrimack, NH

Posted 15 days ago
Job Viewed
Job Description
+ We are hiring immediately for **Culinary&Hospitality Intern** positions.
+ **Location** : 2 Contra Way, Merrimack, NH 03054
+ **Schedule** : To be discussed further upon interview.
+ **Pay Range** : $20.00 per hour.
Free meals, uniforms and laundering service available at select locations.
**We Make Applying Easy!** Want to apply to this job via text messaging? Text **JOB** to **75000** and search **requisition ID number** ** .**
The advertised program is an AI recruiting assistant that helps you apply to jobs with Compass Group. Message frequency varies. Message and data rates may apply. Text STOP to opt out or HELP for help. Terms and conditions: of thought and inclusion for all is what drives our success - we invite you to start your journey with us today!
**What makes FLIK click?** Our people. The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. We know how to pick them and we know how to grow them. It starts with hiring people who share our passion for food and hospitality. Once we find the right talent, we encourage, value and recognize their contributions.
We keep our people renewed, excited and engaged by providing hands-on training and educating them about the latest trends. We give them a stake in successfully raising the bar. Our people love what they do and they love sharing their passion. Join our team and see the FLIK difference. Where a job isn't merely a job but the start of a career where you can flourish.
**OVERVIEW:** The FLIK Internship Program is a paid program that gives culinary and/or hospitality students the opportunity to work in a dynamic and inspirational food service operation. Working closely with hospitality mentors, FLIK interns have an inside look at what goes on behind the scenes at a leading food service&hospitality organization. Fifty years ago, FLIK was launched by Chef Rudi Flik and Julie Flik. Their values of culinary authenticity, people first, sustainability, wellness, and leadership still guide us. We use fresh, local and seasonal ingredients to create memorable culinary experiences.
**FLIK CULINARY INTERNS WILL:**
+ Prepare menu items across all kitchen stations.
+ Rotate through various stations: pizza/pasta, deli, salad bar, grill, and international cuisine.
+ Engage with guests and tailor plates to their dietary needs.
+ Review culinary and front-of-house standards.
+ Learn about wellness and sustainability initiatives.
+ Adhere to "platinum service" customer service standards.
+ Consistently practice safety and sanitation protocols.
+ Assist with catering events, including setup and execution.
+ Develop professional relationships and enhance interpersonal skills.
Interns should expect to contribute individually and as a team member to support Culinary Services and work towards goals and objectives assigned by an experienced manager.
**FLIK HOSPITALITY INTERNS WILL:**
+ Rotate through front-of-house roles in the café, catering, and coffee shop.
+ Provide consistently friendly and courteous service to guests.
+ Support catering events by setting up, arranging buffet stations, ensuring customer satisfaction, and managing cleanup.
+ Assist with marketing tasks, including signage, seasonal decorations, and food holiday communications.
+ Adhere to "platinum service" customer service standards.
+ Review catering and front-of-house standards.
+ Ensure compliance with company policies and client expectations.
Interns should expect to contribute individually and as a team member to support Food service/ Hospitality Services and work towards goals and objectives assigned by an experienced manager.
**FLIK Internship candidates must meet the criteria below to be eligible for the FLIK Internship Experience Program:**
1. Applicants must be currently enrolled in a college or professional culinary and/or hospitality program and/or have 1 year of industry experience
2. Meet university's GPA requirement for Internship
3. Successful completion of sanitation standards training
4. Successful completion of relevant knife skills and/or Intro to Culinary/Hospitality coursework
5. Must be available to work 20 - 40 hours a week based on business needs&internship requirements
6. College credit is not required, but we will provide appropriate documentation if necessary.
**FLIK INTERNSHIP PROGRAM PROFESSIONAL DEVELOPMENT OPPORTUNITIES:**
In addition to _daily_ _on-the-job FLIK training_ , Interns have the opportunity to participate in a variety of value-added program events via LMS/WebEx/Zoom/Teams during the internship experience which include:
+ Meetings with FLIK leadership/a mentor
+ Connection to subject matter experts including the diversity&inclusion, HR, marketing, safety&sanitation, wellness&sustainability and finance teams via Office Hours.
+ Optional FLIK Learning&Development Courses (FARECheck Food Allergy Basics, Servsafe Food Handler, DAWSO Dining Associate Workplace Safety Orientation)
+ Networking opportunities with other interns
+ Exit interview with your internship team
**About Compass Group: Achieving leadership in the foodservice industry**
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity.
Applications are accepted on an ongoing basis.
Flik maintains a drug-free workplace.
Financial Services Industry Strategist
Posted 1 day ago
Job Viewed
Job Description
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The Lumen Strategic Technologies Partnership team is at the forefront of industry and AI transformations. We provide industry insights, provide thought leadership to customers, and inspire solutions that empower our partners to innovate, adapt, and delight their own customers. Our collaborative approach involves working closely with customers, partners (Hyperscalers, ISVs, SIs), and industry leaders to drive success on Lumen through impactful industry solutions that enable digital transformation.
We are seeking a dynamic Industry Strategist with deep industry expertise in financial services vertical (FSI). As the FSI Strategist, you will play a pivotal role in developing and executing Lumen's industry strategy, identifying market gaps, and driving growth through industry priority scenarios and innovative solutions enabled by Lumen + partners. This position requires a senior, visionary thought leader who can navigate a transforming technology & business landscape to motivate both an industry and its strategic partners, to create scaling value through industry narratives and solutions.
This role drives growth and will initially focus on developing and validating an industry strategy, quickly moving into developing a full set of field ready assets to enable high impact industry solutions in conjunction with strategic partners, including integrated software vendors (ISV), systems integrators (SI), and Hyperscale partnerships, that deliver strategic joint value to our mutual customers. This role is equally responsible for driving awareness through thoughtful internal and external awareness campaigns out the thought leadership and industry narratives you developed, drive go-to-market motions, and pairing our partners with Lumen direct sellers to co-sell customer deals.
The ideal candidate must possess a deep understanding of the financial services industry. The candidate must possess strong relationship-building skills and ideally a proven track record in strategic planning and execution with partner organizations.
**The Main Responsibilities**
+ **Industry Strategy:** Bring experience and knowledge to develop a financial services industry specific strategy that best positions Lumen's portfolio in concert with partners, creating Lumen's point of view and narrative for the industry, industry priority pillars, customer scenarios and industry solutions. The strategy output will be scaled through awareness campaigns.
+ **Strategic Partnership:** Collaborate with the entire Lumen team including our team's field CTO, our Global Partnership teams, and our Product teams to land and scale our industry priority scenarios.
+ **Ecosystem Engagement:** Engage with our partner ecosystem to identify and scale our strategic and market-moving partners. You will play a pivotal role in enabling priority scenarios by mutual value creation and driving partner enablement to support Cosell motions that leads to market expansion.
+ **GTM Planning:** Develop a clear Go-To-Market (GTM) strategy and execution plan for industry priority scenarios. Execution plan includes generating awareness, acquiring customers, identifying target audience, analyze competitors and prepare differentiated points of view.
+ **Thought Leadership:** Think beyond the status quo. Drive transformation and innovation by advocating co-innovation with customers. Be the go-to industry subject matter expert (SME) with a purpose-driven solutions portfolio to increase reach and speed to market.
+ **Competitive Differentiation:** Evangelize unique selling proposition, brand identity, and niche focus by creating messaging and emotional appeal. Understand what sets us apart and use that insight to drive consensus building with existing and new clients.
+ **Trusted Advisor:** Support solution sales by providing commercial teaching. Help customers see the value we bring and establish yourself as a trusted advisor.
+ **Cross-Team Collaboration:** Participate in cross-team governance processes. Represent the needs of industry solutions, customers, and the field. Collaborate with product teams and corporate functions to accelerate innovative strategies.
+ **Performance Excellence:** Drive business results. Deliver robust reporting and learnings to enhance our impact.
+ **Industry Advocacy:** Be an advocate for the industry within Lumen. Champion our industry solutions and ecosystem of partners and contribute to industry thought leadership.
**What We Look For in a Candidate**
+ Experience and strong understanding of financial service industry - and the value / cost drivers that can move the industry for LumenDemonstrated experience as a senior industry solution sales or consulting position in a competing company or partner
+ Deep industry expertise to enable translation of business requirements into field and customer messaging and readiness materialsClear communicator with ability to translate technology solutions into business outcome driven sales tools
+ Experience in sales, sales management, complex sales training, sales methodologies, broad evangelism through events & campaigns, and consultative selling
+ Knowledge & influence within industry forums, tradeshows, committees
+ Skilled at prioritization, creating order and marshalling resources towards achieving a common goal
+ Experience in managing virtual teams without direct reporting authority
+ Confidence operating autonomously, often within ambiguity, and the flexibility to accommodate change and thrive amid ambiguity
+ Passion for technology as an enabler for Lumen's growth
+ Bachelor's Degree and related field experience
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges
$149,084 - $98,779 in these states: AL AR AZ FL GA IA ID IN KS KY LA ME MO MS MT ND NE NM OH OK PA SC SD TN UT VT WI WV WY
156,539 - 208,718 in these states: CO HI MI MN NC NH NV OR RI
163,993 - 218,657 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process
Learn more about Lumen's:
Benefits ( Structure
#LI-Remote #LI-MK1
Requisition #:
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page ( . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
**Application Deadline**
10/15/2025
Industry Sales Executive- Financial Services
Posted 7 days ago
Job Viewed
Job Description
Are you a sales pro looking to excel in an exciting, large-scale arena? Oracle is a market leader in Cloud ERP because we connect thousands of companies with enterprise products they can trust. This is your opportunity to use your experience with ERP/ERM/CX Sales & Service/HCM to make a big splash in your career.
We're looking for an Industry Sales Executive to provide expertise in finance and budgeting solutions tied to Oracle's suite of products. Using your knowledge of ERP, HCM and CX, you'll work alongside Oracle's best sales executives to solve sophisticated customer problems and translate customer requirements into technical solutions.
By selling our software/solutions, you'll play a crucial role in driving the continued success of Oracle's Enterprise Applications in North America. If you're ready to bring your sales skills to the forefront of ERP, come and join us!
**About Oracle ERP, HCM and CX**
Oracle's outstanding suite of products-including Oracle Cloud Enterprise Resource Management (ERP), Enterprise Performance Management (EPM), and Supply Chain Management (SCM), Customer Experience in Sales and Service (CX), and Human Capital Management (HCM) -provides end-to-end solutions with mobile optimization through cloud deployments.
Oracle's ERP Cloud enables companies to streamline their business processes with financials, procurement, and project portfolio/risk management. Our EPM Cloud allows companies of any size to drive predictable performance, report with confidence, and connect their entire organization. Our SCM Cloud helps companies rapidly deploy Oracle's supply chain management functionality with minimal risk, low cost, and maximum flexibility.
Our CX Sales helps companies to improve sales productivity and creates better experiences for your buyers, while CX Service Help customers get answers faster, free your agents to handle more complex tasks, and reduce cost with self-service tools.
Oracle's HCM Cloud is a complete cloud solution that connects every human resource process-and every person-across your enterprise.
you'll do**
+ Sell business applications software/solutions to prospective and existing clients
+ Manage sales through forecasting, account resource allocation, account strategy, and planning
+ Provide insight on finance solutions linked to Oracle's product suite
+ Collaborate with sales executives to address customer challenges
+ Find technical solutions aligning with customer requirements
**What you'll bring**
+ Bachelor's degree or equivalent
+ 5+ years of ERP, EPM, SCM, CX, or HCM enterprise-level sales experience
+ A successful track record of meeting/exceeding annual sales quotas
+ The ability to penetrate accounts and meet with stakeholders within accounts at C-suite and LOB
+ Oracle knowledge and/or knowledge of Oracle's competitors
+ Strong collaborative and interpersonal skills
+ Excellent communication, negotiation, and closing skills with prospects/customers
+ The flexibility to travel as needed
**What we'll offer you**
+ A competitive salary and exciting benefits
+ Flexible and remote working options to encourage work-life balance
+ Learning and development opportunities to advance your career
+ Opportunities to make an impact in one of the world's leading cloud companies
+ Accommodations for individuals with disabilities
+ A diverse, inclusive culture that champions what makes you unique
Career Level - IC2
LI-AR1
**Responsibilities**
Primary job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $66,700 to $117,000 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC2
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Consulting Sales Rep 5- Financial Services
Posted today
Job Viewed
Job Description
We are looking for an experienced Consulting Sales Representative for Oracle's marketing leading Oracle Financial Services Analytical Applications(OFSAA). Oracle Financial Services Analytical Applications delivers a comprehensive, integrated suite of financial services analytical applications for both banking and insurance domains.
This role is responsible for selling Oracle's Consulting Services in the East Coast to Banks and Financial Services Industry in the Risk, Compliance and Performance Analytics space. These services will be based around Oracle product suite OFSAA.
Responsibilities Include:
+ Leading sales efforts for Oracle consulting services into named accounts within the Financial Services Industry.
+ Identifying & developing new accounts and/or expanding existing accounts within East Coast with named accounts
+ Create Sales strategies and sales plans for the assigned region
+ Present the service offerings to C level executives by understanding their needs, budget and decision making process
+ Building pipeline for achieving the quota
+ Working closely with software license reps to build joint strategies and be the partner of choice for implementations
+ Building relationships within the larger Oracle eco system to provide a comprehensive Consulting solution to clients to foster long term business.
+ Enabling existing relationships with clients to cross sell and upsell OFSAA software
+ Working with partners for joint implementations
+ Negotiate complex contracts and navigate long sales cycles
+ Create compelling sales proposals
The ideal candidate will have experience in the following:
+ 10+ years of sales experience within the financial services industry
+ Established sales relationships with East Coast financial/banking firms
+ Successful track record of achieving/exceeding sales quotas
+ Should be self-driven and motivated
+ Ability to navigate through complex deals and negotiate large size deals
+ Excellent communication skills
**Responsibilities**
+ Leading sales efforts for Oracle consulting services into named accounts within the Financial Services Industry.
+ Identifying & developing new accounts and/or expanding existing accounts within East Coast with named accounts
+ Create Sales strategies and sales plans for the assigned region
+ Present the service offerings to C level executives by understanding their needs, budget and decision making process
+ Building pipeline for achieving the quota
+ Working closely with software license reps to build joint strategies and be the partner of choice for implementations
+ Building relationships within the larger Oracle eco system to provide a comprehensive Consulting solution to clients to foster long term business.
+ Enabling existing relationships with clients to cross sell and upsell OFSAA software
+ Working with partners for joint implementations
+ Negotiate complex contracts and navigate long sales cycles
+ Create compelling sales proposals
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $126,600 to $207,300 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50 - 60/40.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC5
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Sr Sales Consultant - Oracle Financial Services

Posted 11 days ago
Job Viewed
Job Description
**About the job**
Financial Consulting Services - Consulting Sales - Americas
**Short Description**
Looking for dynamic sales person who would be responsible for the sales of Oracle Financial Consulting Services in Americas region. Responsible for selling the Oracle consulting services offerings. Develops new accounts and/or expands existing accounts within an established geographic territory, Financial Industry and Consulting services segment/offerings. 7-10+ years of relevant field sales experience. Able to develop strong internal relationships. Able to network and develop strong business relationships with customers such that they turn to Oracle for their consulting services needs. Able to generate leads and submit proposals to the client applying a broad knowledge of Oracle Financial Consulting Service Offerings. Able to generate consulting services and further and close the transaction. Leading contributor individually and as a team member. Ability to collaborate well with internal and external teams. Has good executive presence and ability to have C'Level conversations.
**What You Will Do**
**Annual Revenue - Achieve / exceed sales targets.**
- Sales strategies - Develops effective and specific account plans for accounts to ensure Sales quota/Revenue target delivery and balanced growth. Develop relationships in new and existing customers and leverage to drive strategy through organization.
- Trusted consultant - Establishes positive relationships based on knowledge of customer requirements and dedication to value (value of counsel and expertise, value of solutions, value of implementation expertise). Builds a strong network and foundation so as to harvest future business opportunities.
- Customer Insights - Actively understand each customer's technology footprint, strategic growth plans, technology strategy landscape. Review public information (e.g. new executive appointments, earnings statements, press releases) for the company and its competitors to remain updated on key industry trends and issues impacting the prospect.
- Territory and Account - Lead designated territory, including accounts, account relationships, prospect profiling, and sales cycles. Encourage all accounts to become references for the LOB/Organization.
- Business Planning - Develop and deliver comprehensive business plan to address customer and prospects priorities. Understands and manages Services Offering mix to suit the organizations long term view.
- Be responsible for the entire sales process to ensure delivery against key performance metrics, with a strong emphasis on new business sales, while growing existing accounts.
- Work closely with the Operations/delivery team and ensure delivery of the programs on time and optimally
**Demand Generation, Pipeline and Opportunity Management**
- Pipeline planning - Follow a principled approach to maintaining a rolling pipeline. Keep pipeline current and moving up the pipeline curve.
- Pipeline partnerships - Leverage surround organizations including other LOBs, Partners to funnel pipeline into the assigned territory.
- Leverage Services Offerings - Be proficient in and bring all services offerings by the LOB on offer to bear on sales pursuits
- Advance and close sales opportunities - through the successful execution of the sales strategy and roadmap.
- Campaigns and Go To Market Initiatives - Drive all campaigns, GTM initiatives and events in the territory
**Sales Excellence**
- Maintain White Space analysis and execution of initiatives (up sell and cross sell) on customer base.
- Orchestrate resources: deploy appropriate teams/resources to complete winning sales. Leverage One Oracle experience.
- Apply standard methodology models available in Oracle.
- Understand Oracle Financial Consulting services' competition and optimally position solutions against them.
- Responsible for accurate booking forecasting.
- Maintain CRM system with accurate customer and pipeline information.
**What You Will Bring**
Exposure to business in Americas region.
5+ years of experience in sales of sophisticated enterprise solutions, consulting services, with specific experience selling IT Consulting Services in Financial Services Industry.
Proven success with large accounts & transactions and lengthy sales cycles in a fast-paced, consultative and competitive market.
Ability to build reciprocal relationships with different parts of the business, partners and customers and identifies alignments across LOBs and acts on opportunities to integrate business, with credibility at all levels, including Lines of Business and CxOs.
Be creative with strong problem-solving skills and the ability to adapt and succeed in a fast paced and ambiguous environment.
Confirmed ability to work well as part of an extended sales team.
Business level English: Proficient in regional language business Level proficiency.
**Target Customer Segment**
**Industry Vertical**
You will be targeting customers in the Financial Services segment to sell Oracle Consulting Services Offerings.
**Territory**
Americas Region
**Why Oracle?**
At Oracle, we believe that innovation starts with diversity and inclusion and to build the future we need talent from various backgrounds, perspectives, and abilities. We're committed to creating a workforce where all individuals can do their best work. It's when everyone's voice is heard and valued that we're encouraged to go beyond what's been done before.
Career Level - IC3
**Responsibilities**
Responsible for selling the Oracle consulting services. Develops new accounts and/or expands existing accounts within an established geographic territory, industry, product segment, or channel.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $90,100 to $147,600 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50 - 60/40.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC3
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Financial Services - Consulting - Guidewire - Technical Consultant - Manager
Posted 3 days ago
Job Viewed
Job Description
Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Guidewire - Technical Consultant - Manager
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
The opportunity
Insurers across the globe are investing heavily in technology-enabled transformation programs. A number of solution "hot spots" exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized by our clients for our insightful thought leadership, pro-activity in meeting their needs and having truly globally integrated capabilities. Typical projects will span the following areas of insurance technology-enabled transformation:
-
Guidewire System Implementation (Policy, Billing, Claims)
-
Enterprise Data Management
-
Reinsurance Accounting and Reporting Operations/Technology
-
Performance Management and Measurement
-
Enterprise Technology Expense Reduction
We assist our clients in designing and implementing solutions to improve their organizations' efficiency and effectiveness in the areas of strategy, people, processes and technology.
Your Key Responsibilities
You'll be responsible for working directly with clients to transform their business problems into technology solutions. The goal is to support our clients' efforts to make their business units more effective and efficient and, where required, provide services in connection with the remediation and mitigation of process risk. You will assist engagement teams through the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, vendor selection and technology implementation plans that support our clients.
Skills and attributes for success
-
Demonstrate technical capabilities and engineering skills that support the insurance technology system implementation process.
-
Remain current on new developments in services capabilities and industry knowledge
-
Lend specific subject-matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, system design and interfacing requirements
-
Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities; team with client technology professionals or third-party strategic alliances to provide implementation of technology solutions
-
Collaborate with client engagement teams with diverse skills and backgrounds; foster an innovative and inclusive, team-oriented work environment
To qualify for the role, you must have
-
Bachelor's degree in Computer Science, Engineering, Technology or a related field, with 5+ years of relevant work experience at a Property and Casualty Insurance carrier or consulting firm; or a master's degree in Computer Science, Engineering, Technology or a related field with 3+ years of relevant work experience
-
Previous application experience in any of the following:
-
Guidewire, OneShield, Exigen, MajescoMastek, DuckCreek, FirstBest, Business Objects, Cognos, Informatica
-
Proficiency in one or more of the following competencies:
-
System selection and implementation
-
Definition of business and technical requirements
-
Design of business and technology architecture
-
Application configuration/integration
-
Data mapping, conversion, migration
-
Ability to deliver system implementation through all phases of the project life cycle, including requirements definition, architecture design, conversion and testing; based on a proven methodology
-
Experience in implementing best practices of software engineering processes, code review methodologies, and deploying code optimization tools and techniques.
-
Experience in creating POCs for complex design methodologies and providing alternative solution options, working closely with client counterparts
-
Excellent written and verbal communication skills for technical writing and client presentations
-
Ability to demonstrate strategic thinking through a proven ability to research client inquiries and emerging issues related to regulations, industry practice and new application technologies
-
Travel to client site as necessary
Ideally, you'll also have
-
Experience with management reporting enhancement, business intelligence/decision support, data warehousing/enterprise data design and management, or enterprise application integration
-
Experience in performing impact analyses and driving end-to-end solutions across connecting systems
What we look for
We're interested in self-motivated individuals who can easily function in a high-demand, performance-driven environment. In addition, we're looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you're passionate about problem-solving and helping our clients with some of their most complex issues, this role is for you.
What we offer you
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
-
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $141,200 to $58,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 169,500 to 294,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
-
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
-
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Financial Services - Consulting - Guidewire - Technical Consultant - Manager

Posted 15 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Guidewire - Technical Consultant - Manager
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
The opportunity
Insurers across the globe are investing heavily in technology-enabled transformation programs. A number of solution "hot spots" exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized by our clients for our insightful thought leadership, pro-activity in meeting their needs and having truly globally integrated capabilities. Typical projects will span the following areas of insurance technology-enabled transformation:
+ Guidewire System Implementation (Policy, Billing, Claims)
+ Enterprise Data Management
+ Reinsurance Accounting and Reporting Operations/Technology
+ Performance Management and Measurement
+ Enterprise Technology Expense Reduction
We assist our clients in designing and implementing solutions to improve their organizations' efficiency and effectiveness in the areas of strategy, people, processes and technology.
Your Key Responsibilities
You'll be responsible for working directly with clients to transform their business problems into technology solutions. The goal is to support our clients' efforts to make their business units more effective and efficient and, where required, provide services in connection with the remediation and mitigation of process risk. You will assist engagement teams through the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, vendor selection and technology implementation plans that support our clients.
Skills and attributes for success
+ Demonstrate technical capabilities and engineering skills that support the insurance technology system implementation process.
+ Remain current on new developments in services capabilities and industry knowledge
+ Lend specific subject-matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, system design and interfacing requirements
+ Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities; team with client technology professionals or third-party strategic alliances to provide implementation of technology solutions
+ Collaborate with client engagement teams with diverse skills and backgrounds; foster an innovative and inclusive, team-oriented work environment
To qualify for the role, you must have
+ Bachelor's degree in Computer Science, Engineering, Technology or a related field, with 5+ years of relevant work experience at a Property and Casualty Insurance carrier or consulting firm; or a master's degree in Computer Science, Engineering, Technology or a related field with 3+ years of relevant work experience
+ Previous application experience in any of the following:
+ Guidewire, OneShield, Exigen, MajescoMastek, DuckCreek, FirstBest, Business Objects, Cognos, Informatica
+ Proficiency in one or more of the following competencies:
+ System selection and implementation
+ Definition of business and technical requirements
+ Design of business and technology architecture
+ Application configuration/integration
+ Data mapping, conversion, migration
+ Ability to deliver system implementation through all phases of the project life cycle, including requirements definition, architecture design, conversion and testing; based on a proven methodology
+ Experience in implementing best practices of software engineering processes, code review methodologies, and deploying code optimization tools and techniques.
+ Experience in creating POCs for complex design methodologies and providing alternative solution options, working closely with client counterparts
+ Excellent written and verbal communication skills for technical writing and client presentations
+ Ability to demonstrate strategic thinking through a proven ability to research client inquiries and emerging issues related to regulations, industry practice and new application technologies
+ Travel to client site as necessary
Ideally, you'll also have
+ Experience with management reporting enhancement, business intelligence/decision support, data warehousing/enterprise data design and management, or enterprise application integration
+ Experience in performing impact analyses and driving end-to-end solutions across connecting systems
What we look for
We're interested in self-motivated individuals who can easily function in a high-demand, performance-driven environment. In addition, we're looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you're passionate about problem-solving and helping our clients with some of their most complex issues, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $141,200 to $58,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 169,500 to 294,300. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
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Financial Services - Wealth and Asset Management - Tax Senior

Posted 15 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
**Skills and attributes for success**
+ Solid technical knowledge in the asset management tax area
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary
+ Managing multiple work assignments and deadlines
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
+ A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
**Ideally, you'll also have**
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in the asset management tax area
+ A thorough understanding of building client relationships
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,500 to $34,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 97,800 to 153,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Financial Services - Wealth and Asset Management - Tax Manager

Posted 15 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
**Skills and attributes for success**
+ Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
+ The ability to teach or assist in firm in - house trainings
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
+ A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Ideally, you'll also have
+ Excellent managerial, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in mentoring and training others
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $10,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 138,000 to 239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Tax Services Manager - Financial Services Organization - Private Client Services, EDGE

Posted 15 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
The opportunity
EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation.
Your key responsibilities
A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.
Responsibilities include
+ Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
+ Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
+ Ability to lead projects and work independently, with guidance in only the most complex situations
+ Incumbent has specialized depth and/or breadth of expertise
+ Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
+ Support effective long-term relationships and manage workflow effectively with our clients
+ Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
+ Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
+ Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
+ Provide effective leadership, formal and informal feedback, and coaching to team members
Skills and attributes for success
+ Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
+ Experience presenting in client conversations regarding complex or difficult topics
+ Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
+ Ability to manage multiple work assignments, team members and deadlines simultaneously
To qualify for the role you must have
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Proficient in the use of various tax and accounting technologies
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What we look for
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $87,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 122,600 to 212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .