119 Jp Morgan Chase jobs in Edison

Investment Banking Analyst

07030 Jersey City, New Jersey Robert Half

Posted 12 days ago

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Description
We are looking for an Investment Banking Analyst to join our client's team in Hoboken, New Jersey. In this role, you will leverage your expertise in financial modeling and equity research to support high-impact investment decisions. The ideal candidate thrives in a dynamic environment and demonstrates a strong cultural fit with our organization.
Responsibilities:
- Conduct detailed financial modeling and equity research to provide actionable insights.
- Prepare and manage comprehensive reports using advanced Excel techniques.
- Collaborate with publicly traded companies, particularly within the SaaS and Cloud sectors.
- Support capital management and budgeting processes to ensure financial goals are met.
- Utilize CRM tools and APIs to streamline data analysis and decision-making.
- Partner with internal teams to audit financial data and implement AB testing strategies.
- Analyze market trends and networking opportunities to identify potential investments.
- Apply expertise in Microsoft Word and Excel to enhance reporting and documentation processes.
Requirements - Bachelor's degree in finance, business, or a related field.
- Minimum of 2-3 years of experience working with publicly traded companies, ideally in the SaaS or Cloud industry.
- Proficiency in financial modeling and equity research.
- Advanced skills in Microsoft Excel and Word.
- Familiarity with CRM platforms and Maps API.
- Strong analytical and auditing abilities.
- Experience in capital management and budgeting processes.
- Background in investment banking, Big 4 accounting, or private equity is preferred.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Sr. Project Manager (Investment Banking)

07390 Jersey City, New Jersey Tekfortune Inc

Posted 1 day ago

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Tekfortune is a fast-growing consulting firm specialized in permanent, contract & project-based staffing services for world's leading organizations in a broad range of industries. In this quickly changing economic landscape, virtual recruiting and remote work are critical for the future of work. To support the active project demands and skills gaps, our staffing experts can help you find the best job for you.

Role: Sr. Project Manager (Investment Banking)
Location: Jersey City, NJ
Duration: 6+ Months
Required Skills: Projement Management, Investment Banking

Job Description:
To manage and ensure that the project schedules are adhered to as per the client specifications and deliveries are as per the time and quality standards for complex/large scale projects.
Key Responsibilities
1. To oversee quality assurance processes, ensuring adherence to coding standards , implementation of best practices and perform Value creation and KM activities.
2. To ensure process improvement and compliance| and participate in technical design discussion and to review technical documents.
3. Responsible for shaping the overall project strategy working closely with stakeholders to define project scope, objectives, deliverables and keeping track of schedule to ensure on time delivery as per the defined quality standards.
4. To work closely with the development team, On-site Engineers to understand technical requirements and work with them to address and resolve technical issues.
5. Identify & flag potential risks and issues that may impact project timelines or quality, develop mitigation strategies / contingency plans to address risks and provide regular project updates to key stakeholders.

For more information and other jobs available please contact our recruitment team at To view all the jobs available in the USA and Asia please visit our website at

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Lead Software Engineer - Investment Banking

08830 Iselin, New Jersey Wells Fargo

Posted 3 days ago

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**About this role:**
Wells Fargo is seeking a Lead Java Developer for Investment Banking Primary Markets Deal Processing Technology team. Candidate will play key role in designing, building and maintaining robust platform that supports various functions of the end-to-end lifecycle of capital markets transactions.
Learn more about the career areas and lines of business at wellsfargojobs.com
**In this role, you will:**
+ Design, develop and enhance critical components of the deal processing platform using modern, scalable technologies
+ Act as a technical lead for the product team, guiding design discussions, reviewing code and mentoring junior developers
+ Drive the implementation of strategic platform modernization, including cloud migration and adaptation to microservices
+ Ensure reliability, security and compliance of the platform
+ Coordinate well with the support team to ensure production outages are handled effectively within the stipulated SLAs
+ Look for opportunities for continuous improvement and optimization of the IB suite of applications
**Required Qualifications:**
+ 5+ years of Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 5+ years of experience in developing enterprise software solutions
+ 5+ years hands on experience in Java, J2EE, Microservices, spring framework
+ 5+years of Object-Oriented development, design patterns and optimized search algorithms
**Desired Qualifications:**
+ Ability to assimilate new information, understand complex topics and arrive at robust designs
+ Good skills with build and deployment tools (Team Build, Jenkins, Udeploy, Harness)
+ Experience working with multiple teams like Infrastructure, Development, App Support, QA, DBA etc. to design and implement solutions
+ Analytical, problem-solving and multi-tasking skills are required for the timely resolution of complex technical issues
+ Experience in Financial sector, preferably Investment banking
+ Experience with GitHub Copilot or similar GenAI tools
+ Experience with no-SQL databases, preferably MongoDB
**Location:**
Metro Park, 194 Wood Avenue South, Iselin, New Jersey 08830
150 E 42nd St. - New York, NY 10017
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$133,300.00 - $237,100.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
20 Jul 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-456627
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Commercial & Investment Banking Early Careers Recruiting Lead

07308 Jersey City, New Jersey JPMorgan Chase

Posted 12 days ago

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Job Description

Do you have early careers recruiting experience & people management skills? Apply today!
As a Commercial & Investment Banking Recruiting Lead in Early Careers, you will lead a team responsible for building a strong pipeline of diverse summer and full time analysts across our North America Commercial & Investment Bank Global Markets, Sales & Research businesses. As part of the recruiting team, you will assist in executing a best in class talent acquisition strategy, to ensure that we hire great entry-level talent.
**Job Responsibilities**
+ Assist the team in facilitating the end-to-end recruiting process from sourcing to hiring, managing the life cycle of the candidate
+ Build and partner with key stakeholders to formulate an effective recruiting strategy
+ Formulate effective recruiting processes considering firm hiring principles and business hiring priorities
+ Assist with regional and New York based sourcing channels leveraged by the Early Careers team, partnering with internal teams to deploy strategic sourcing for the Commercial & Investment Bank and the Wholesale organization
+ Conduct 1:1 candidate engagement including a robust sell and keep warm process
+ Coordinate closely with Employer Brand/Marketing to ensure that we are maximizing our brand, continuously innovating and have the latest collateral for candidates
+ Communicate our results/hiring statistics, successes, challenges across the recruiting timeline ensuring transparency with our stakeholders
+ Work to ensure that we are well connected and networked with key diversity strategies and organizations, such as our firmwide Historically Black Colleges & Universities (HBCUs) team, our diversity groups, and our summer advocacy programs
+ Help manage early identification programs for all candidates considered for the upcoming internship
+ Prepare and distribute resumes to interviewing team, track candidate progression, facilitate first round interviews, review pre-recorded video interviews, organize and attend final round (Super Day) interviews, communicate offer decisions to candidates
+ Leverage tools such as Oracle, Yello, Excel, PitchPro+ and more to assist with data accuracy and reporting on a daily basis
**Required Qualifications, Capabilities, and Skills**
+ 5 years minimum experience in similar early careers recruiting position
+ 2 years minimum experience as a people manager
+ Experience leveraging a customer relationship management tool of some kind
+ Ability to handle human resources (HR) information and data both confidentially and sensitively
+ Manage recruiting efforts including: attraction, strategic diversity plans, event operations, execution of hiring initiatives, and partnering with internal teams
+ Demonstrated relationship management/interpersonal skills, including work with internal clients, namely, senior level and high-touch stakeholders in both in-person and virtual formats; has desire to build knowledge and understanding of our businesses
+ Manage and coach candidates throughout the hiring life cycle providing top priority service
+ Flexibility, organization and attention to detail to deliver high quality outputs in a demanding, fast-paced environment
+ Possesses strong communication and presentation skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $114,000.00 - $78,000.00 / year; Jersey City,NJ 114,000.00 - 178,000.00 / year
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Commercial & Investment Banking Early Careers Recruiting Lead

07097 Jersey City, New Jersey JPMorgan Chase Bank, N.A.

Posted today

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Job Description

Permanent
Do you have early careers recruiting experience & people management skills? Apply today!

As a Commercial & Investment Banking Recruiting Lead in Early Careers, you will lead a team responsible for building a strong pipeline of diverse summer and full time analysts across our North America Commercial & Investment Bank Global Markets, Sales & Research businesses. As part of the recruiting team, you will assist in executing a best in class talent acquisition strategy, to ensure that we hire great entry-level talent.

Job Responsibilities

  • Assist the team in facilitating the end-to-end recruiting process from sourcing to hiring, managing the life cycle of the candidate
  • Build and partner with key stakeholders to formulate an effective recruiting strategy
  • Formulate effective recruiting processes considering firm hiring principles and business hiring priorities
  • Assist with regional and New York based sourcing channels leveraged by the Early Careers team, partnering with internal teams to deploy strategic sourcing for the Commercial & Investment Bank and the Wholesale organization
  • Conduct 1:1 candidate engagement including a robust sell and keep warm process
  • Coordinate closely with Employer Brand/Marketing to ensure that we are maximizing our brand, continuously innovating and have the latest collateral for candidates
  • Communicate our results/hiring statistics, successes, challenges across the recruiting timeline ensuring transparency with our stakeholders
  • Work to ensure that we are well connected and networked with key diversity strategies and organizations, such as our firmwide Historically Black Colleges & Universities (HBCUs) team, our diversity groups, and our summer advocacy programs
  • Help manage early identification programs for all candidates considered for the upcoming internship
  • Prepare and distribute resumes to interviewing team, track candidate progression, facilitate first round interviews, review pre-recorded video interviews, organize and attend final round (Super Day) interviews, communicate offer decisions to candidates
  • Leverage tools such as Oracle, Yello, Excel, PitchPro+ and more to assist with data accuracy and reporting on a daily basis

Required Qualifications, Capabilities, and Skills
  • 5 years minimum experience in similar early careers recruiting position
  • 2 years minimum experience as a people manager
  • Experience leveraging a customer relationship management tool of some kind
  • Ability to handle human resources (HR) information and data both confidentially and sensitively
  • Manage recruiting efforts including: attraction, strategic diversity plans, event operations, execution of hiring initiatives, and partnering with internal teams
  • Demonstrated relationship management/interpersonal skills, including work with internal clients, namely, senior level and high-touch stakeholders in both in-person and virtual formats; has desire to build knowledge and understanding of our businesses
  • Manage and coach candidates throughout the hiring life cycle providing top priority service
  • Flexibility, organization and attention to detail to deliver high quality outputs in a demanding, fast-paced environment
  • Possesses strong communication and presentation skills

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $114,000.00 - $78,000.00 / year; Jersey City,NJ 114,000.00 - 178,000.00 / year

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Financial Services Manager - Regulatory & Financial Risk

07960 Morristown, New Jersey Deloitte

Posted 12 days ago

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Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Consumer Investments - Financial Services Representative

08534 Pennington, New Jersey Bank of America

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Consumer Investments - Financial Services Representative
Pennington, New Jersey
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The **Financial Services Representative I** is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
**Job Description:**
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
**Responsibilities:**
-Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
-Triages client requests and makes referrals to appropriate internal specialists
-Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
**We'll help you:**
-Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
-Get training and one-on-one coaching from academy managers who are invested in your success
-Build your knowledge of core banking and investment solutions and connect clients toall ofthe solutions we provide
-Develop techniques to confidently engage with clients by telephone
-Continue to learn and grow in a culture where growth and career advancement are a priority
**As a Financial Services Representative I, you can look forward to:**
-Providing a world class client experience through point of call account servicing and resolution
-Working in a well-compensated, highly collaborative environment
-Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
**You're the kind of person that (required skills):**
-Is client-focused with a passion for excellence and a positive team attitude
-Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance -based environment
-Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
-Is an effective communicator with an aptitude for sales and relationship management
-Has strong computer skills
-Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
-Is ambitious, disciplined, hardworking, resilient and willing to learn
-Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST
**We're a culture that:**
-Believes in responsible growth and is dedicated to supporting the communities we serve
-Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
-Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world
-Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
**Skills:**
-Active Listening
-Attention to Detail
-Critical Thinking
-Customer and Client Focus
-Oral Communications
-Account Management
-Client Experience Branding
-Decision Making
-Emotional Intelligence
-Result Orientation
-Adaptability
-Coaching
-Prioritization
-Referral Identification
-Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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Business Development Executive - Financial Services

07308 Jersey City, New Jersey Avanade Inc.

Posted 1 day ago

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Business Development Executive - Financial Services
Avanade seeks a Business Development Executive, at Senior Manager level, who is a deal hunter, deal maker, originator and self-starter who can develop and win new business in a complex consulting environment with sophisticated technology solutions. For this role, we are looking for people with experience in net new sales where you are selling digital transformation and consulting services (e.g. cloud implementation, business applications integration, etc.) to Financial Services accounts.
Come join us
Are you the one who isn't afraid to break the mold and who gets passionate about the power of digital to transform organizations and ways of working? Because we are building teams of people like that to help our clients unlock the power they need now and own what is next. Together we do what matters.
What you'll do
* You will be responsible for identifying high potential transformation deals, leading, and running many of the entire sales cycles.
* You will drive new and incremental revenue by prospecting, acquiring, and developing new and fast-growing business with direct clients in your area of expertise.
* You will also work closely with partners driving new business.
* You will build a pipeline for growth and closing business, including statements of work and contracts.
* You will interact with Avanade's, new and current clients, gain referrals from them, and form strong trust relationships that open doors and close deals.
* You will maintain an extensive knowledge of current market conditions, contending offerings and current penetration of services and solutions.
Required skills and experiences
* 10+ years of experience selling across multiple Microsoft Solution areas (Apps & Infra, Modern Workplace, Biz Apps and Data & AI), including consulting engagements.
* Prior consultative sales experience at a Big Four firm or Microsoft partner.
* Experience in solution selling within the Financial Services (Banking) industry.
* Proven capability to operate effectively within complex, matrixed organizations.
* Demonstrated success in consistently exceeding $10M in annual individual revenue goals.
* Expertise in negotiation and acting as a trusted advisor.
* Proficient in account planning and pipeline management.
* Proven customer interface and presentation skills.
* Ability to leverage networks to increase influence.
About you
Characteristics that can spell success for this role
* You are a team leader, deal hunter, deal idea maker, deal originator within Financial Services accounts.
* You identify with being a self-aware, self-starter who develops and wins new business in a complex consulting environment with sophisticated technology solutions.
* You love to work collaboratively with energy, drive and dedication to overcome obstacles to achieve your goals.
* You take ownership and encourage others to make a positive impact.
* You have superb interpersonal skills and can establish strong relationships.
* You anticipate and neutralize obstacles and objections.
* You are a skillful influencer of internal and external resources.
Enjoy your career
* Some of the best things about working at Avanade:
* Opportunity to work for Microsoft's Global Alliance Partner of the Year (14 years in a row), with exceptional development and training (minimum 80 hours per year for training and paid certifications)
* Real-time access to technical and skilled resources globally
* Dedicated career advisor to encourage your growth
* Engaged and helpful coworkers genuinely interested in you
Find out more about some of our benefits
(1) Employee Benefits at Avanade | Avanade
A great place to work
As you bring your skills and abilities to Avanade, you'll get distinctive experiences, limitless learning, and ambitious growth in return. As we continue to build our diverse and inclusive culture, we become even more innovative and creative, helping us better serve our clients and communities. You'll join a community of smart, supportive collaborators to lift, mentor, and guide you, and to lean on your expertise. You get a company purpose-built for business-critical, leading-edge technology solutions, committed to improving the way humans work, interact, and live. It's all here, so take a closer look!
We work hard to provide an inclusive, diverse culture with a deep sense of belonging for all our employees. (2) Visit our Inclusion & Diversity page
Create a future for our people that focuses on: - Expanding your thinking - Experimenting courageously - Learning and pivoting
Inspire greatness in our people by: - Empowering every voice - Encouraging boldness - Celebrating progress
Accelerate the impact of our people by: - Amazing the client - Prioritizing what matters - Acting as one
Learn more
To learn more about Avanade check out these links:
(3) LinkedIn
(4) Inside Avanade Blog
(5) Avanade Careers
Compensation for roles at Avanade varies depending on a wide array of factors including but not limited to the role, skill set and level of experience?As required by local law, Avanade provides a reasonable base salary range of compensation for roles that may be hired throughout North America, as set forth below:
Base Salary Range: $20,000 - 142,500 + competitive pay mix
References
Visible links
1. work hard to provide an inclusive, diverse culture with a deep sense of belonging for all our employees. Avanade believes that all persons are entitled to equal employment opportunities, and we do not discriminate against our employees, applicants, or job seekers because of their race, color, gender, religion, national origin, disability, veteran status, age, marital status, sexual orientation, genetic information, gender identity, or any other protect group status as defined by law.
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Client Service Associate (Financial Services)

07054 Parsippany, New Jersey Hennion & Walsh

Posted 4 days ago

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Job Description

Client Service Associate (Financial Services)

Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At Hennion & Walsh, we take pride in our full-service approach to securities and our expertise in tax-free municipal bonds. Join our dynamic client service team and become an integral part of our mission to provide the highest level of advice and support to our valued clients.
Why Hennion & Walsh?
  • Unique Culture: We're not just a team; we're a family. Our success is rooted in a culture built on strong values, integrity, and a commitment to delivering exceptional service to our clients.
  • Endless Opportunities: As a rapidly growing wealth management firm, your potential for internal growth and career development is limitless. We believe in fostering an environment where every team member can thrive.
Your Role

Collectively with our other service team members, you'll engage in various service, operational, and administrative activities geared towards supporting our clients. Hennion & Walsh is dedicated to providing you with the tools and opportunities needed for success, while providing our clients the best client service.
Responsibilities
  • Client Relationship Management: Assist in establishing and maintaining client relationships by processing requests, maintaining accounts, and promptly responding to inquiries.
  • Operational Support: Provide administrative and operational support to financial advisors, including asset transfers, mail processing, money movement requests, estate paperwork and more.
  • Communication Excellence: Answer client service calls daily, addressing general questions about accounts and paperwork. Prepare and send necessary documents and new account packages. .
  • Team Collaboration: Work closely with all service team members, contributing to a collaborative and supportive work environment.
Qualifications
  • Education: Bachelor's Degree preferred.
  • Skills: Strong people skills, attention to detail, and a professional work ethic.
  • Team Player: A true team player with the ability to handle multiple responsibilities and take initiative.
  • Communication: Excellent verbal, written, and interpersonal communication skills.
  • Technology: Proficiency in Microsoft Office (Word, Excel and Outlook)
  • Experience: 1-3 years of financial service experience preferred
Benefits:
  • Competitive compensation
  • Open and supportive team-based environment
  • Full medical and dental benefits
  • 401(k) plan with company match

The base salary range for this position is $45,000-$60,000 per year. Please note this role requires in-person attendance.

Placement in the range will vary based on job responsibilities and scope, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and benefits including health benefits, 401(k) plan and paid time off.

Join us at Hennion & Walsh, where your dedication, skills, and passion for client service will be recognized and rewarded. Apply now and be a part of our success story!
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Director, Insurance Risk Financial Services

08899 Edison, New Jersey Hackensack Meridian Health

Posted 8 days ago

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Job Description

Our team members are the heart of what makes us better.
At **Hackensack Meridian** **_Health_** we help our patients live better, healthier lives - and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It's also about how we support one another and how we show up for our community.
Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change.
The **Director, Insurance Risk Financial Services** establishes, directs, and manages a system wide enterprise and insurance risk management program for Hackensack Meridian Health (HMH). Responsible for the strategic and operational leadership and management of the organization's insurance and alternative risk finance program. Establishes and implements an appropriate ERM framework including risk policies, metrics, reporting and monitoring and ensures alignment of the ERM with corporate strategy. Develops and maintains collaborative relationships within HMH to support risk identification, risk solutions and loss prevention initiatives.
Position will be hybrid (2-3 days) in office as well as travel to HMH sites and potential to travel to various insurance markets.
**Education, Knowledge, Skills and Abilities Required:**
+ 10-15 years of experience in either insurance, risk management, underwriting, insurance brokerage organization
+ Experience with complex insurance programs and alternative risk finance programs, including captive insurance and self insurance programs including, hospital professional and physician professional liability
+ Working understanding of State of New Jersey and Federal insurance regulations; Bermuda captive insurance company regulations
**Education, Knowledge, Skills and Abilities Preferred:**
+ Bachelor's of Science Degree
+ Experience in leading insurance and risk finance programs for a large complex organization; healthcare organization a plus
**Licenses and Certifications Required:**
+ Risk Management (ARM) or other similar professional designation
If you feel that the above description speaks directly to your strengths and capabilities, then please apply today!
167117
Starting at $153,732.80 Annually
HMH is committed to pay equity and transparency for our team members. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package.
The starting rate of pay is provided for informational purposes only and is not a guarantee of a specific offer. Posted hourly rates may be stated as an annual salary in the offer and posted annual salaries may be stated as an hourly rate in the offer, depending on the level and nature of the job duties and credentials of the candidate. The base compensation determined at the time of the offer may be different than the posted rate of pay based on a number of non-discriminatory factors, including but not limited to:
+ Labor Market Data: Compensation is benchmarked against market data to ensure competitiveness.
+ Experience: Years of relevant work experience.
+ Education and Certifications: Level of education attained, including specialized certifications, credentials, completed apprenticeship programs or advanced training.
+ Skills: Demonstrated proficiency in relevant skills and competencies.
+ Geographic Location: Cost of living and market rates for the specific location.
+ Internal Equity: Compensation is determined in a manner consistent with compensation ranges for similar roles within the organization.
+ Budget and Grant Funding: Departmental budgets and any grant funding associated with the job position may impact the pay that can be offered.
Some jobs may also be eligible for performance-based incentives, bonuses, or commissions not reflected in the starting rate. Certain positions may also be eligible for shift differentials for work performed on evening, night, or weekend shifts.
In addition to our compensation for full-time and part-time (20+ hours/week) job positions, HMH offers a comprehensive benefits package, including health, dental, vision, paid leave, tuition reimbursement, and retirement benefits.
HACKENSACK MERIDIAN HEALTH (HMH) IS AN EQUAL OPPORTUNITY EMPLOYER
All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, sex, sexual orientation, gender identity or expression, pregnancy, breastfeeding, genetic information, refusal to submit to a genetic test or make available to an employer the results of a genetic test, atypical hereditary cellular or blood trait, national origin, nationality, ancestry, disability, marital status, liability for military service, or status as a protected veteran.
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