Financial Services Operations Specialists

19312 Berwyn, Pennsylvania Raymond James Financial, Inc.

Posted 10 days ago

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Job Description

**Job Description**
**Job Summary:**
Chartwell Investment Partners, a boutique investment management firm based in Berwyn, PA, is seeking an enthusiastic, detail-oriented Operations Specialist responsible for back-office duties. The ideal candidate will be self-motivated, possess exceptional problem solving and analytical skills, be a team player and be able to multi-task a variety of responsibilities.
The candidate will be part of a small team and will have the opportunity to contribute immediately.
**Responsibilities:**
+ Perform trade processing and affirmation duties, which include, but are not limited to, ensuring trades are downloaded into the accounting system intra-day, ensuring trades are affirmed, communicating with internal trading desk, external brokers/dealers and custodian banks to resolve any problems affecting contractual settlement.
+ Perform portfolio reconciliation duties which include, but are not limited to, posting contributions/distributions, posting in-kind receipts/disbursements, monitoring cash balances on a daily basis in all accounts and the communication of this information to all interested parties under the direction of the Back Office Coordinator as well as resolving any problems that arise during the normal valuation/cash management process, reconciling assigned accounts on a daily and monthly basis within a prescribed time frame.
+ On-board new accounts, processing changes to account and custodian information under the direction of the department manager, process corporate actions.
+ Process corporate actions, voluntary and mandatory, ensuring that all actions are processed accurately and in a timely manner.
+ Perform various administrative duties under the direction of the Back Office Coordinator.
**Essential Skills and Abilities**
+ Strong oral and written communication skills
+ Diligent follow-up skills
+ Strong organizational skills, with the ability to prioritize and multi-task
+ Exhibit the ability to work independently in a fast-paced team environment
+ Strong mathematical skills
**Education and Experience Requirements**
+ Knowledge of Advent Software's APX accounting platform.
+ Experience working with Bloomberg
+ Excellent problem solving and analytical skills, be self-motivated, organized, detail-oriented and a team player.
+ Bachelor's degree in finance preferred with at least 3 years of experience in the financial services industry, preferably with an investment advisor.
+ Initiative and demonstrate the ability to work independently.
**Education**
Bachelor's: Business Administration, Bachelor's: Finance
**Work Experience**
General Experience - 3 to 6 years
**Certifications**
**Travel**
Less than 25%
**Workstyle**
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-JB1
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BIS - Financial Services Operations Analyst

19725 Newark, Delaware City National Bank

Posted today

Job Viewed

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Job Description

*BIS - FINANCIAL SERVICES OPERATIONS ANALYST*
WHAT IS THE OPPORTUNITY?
The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds. The role will provide you with the ability to gain specific and practical experience to learn, contribute, and integrate within City National Bank.Specific roles will include, but not limited to:* Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients* Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses* Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client Statements* Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:* Cross-asset and cross-product investments* Management of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning, and forecasting* Future technologies, and change management practice to implementation
WHAT WILL YOU DO?
* Gains industry and organizational knowledge through daily business interactions and job assignments while working closely with key company stakeholders
* Ability to perform both independently, as well as part of a team
* Enjoys working in a fast-paced environment, with the ability to multitask
* Works cross-functionally on short and long-term projects and initiatives focused on growth and efficiency
* Develops business, financial and analytical skills needed for career at CNB
* Understands B&IS and CNB's culture and strategy and the overall vision of the bank
* Gains knowledge of banking systems and processes, risk management principles, framework and internal controls
* Utilizes knowledge and learned skills to identify opportunities to improve processes, tackle complex projects, provide innovative business solutions and recommendations
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 1 year experience in MS office applications
*Additional Qualifications*
* Career interest in banking preferred.
* Proven leadership skills, with the ability to lead projects and build relationships
* Excellent verbal and written English communication skills, as well as confidence to "speak up" with poise to deal with challenging situations.
* Must be proficient in multi-tasking and prioritizing projects.
* Problem solving, analytical and decision-making skills with strong business acumen.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $20.28 - $30.42 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
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BIS - Financial Services Operations Analyst

19725 Newark, Delaware City National Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

*BIS - FINANCIAL SERVICES OPERATIONS ANALYST*
WHAT IS THE OPPORTUNITY?
The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds. The role will provide you with the ability to gain specific and practical experience to learn, contribute, and integrate within City National Bank.Specific roles will include, but not limited to:* Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients* Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses* Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client Statements* Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:* Cross-asset and cross-product investments* Management of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning, and forecasting* Future technologies, and change management practice to implementation
WHAT WILL YOU DO?
* Gains industry and organizational knowledge through daily business interactions and job assignments while working closely with key company stakeholders
* Ability to perform both independently, as well as part of a team
* Enjoys working in a fast-paced environment, with the ability to multitask
* Works cross-functionally on short and long-term projects and initiatives focused on growth and efficiency
* Develops business, financial and analytical skills needed for career at CNB
* Understands B&IS and CNB's culture and strategy and the overall vision of the bank
* Gains knowledge of banking systems and processes, risk management principles, framework and internal controls
* Utilizes knowledge and learned skills to identify opportunities to improve processes, tackle complex projects, provide innovative business solutions and recommendations
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 1 year experience in MS office applications
*Additional Qualifications*
* Career interest in banking preferred.
* Proven leadership skills, with the ability to lead projects and build relationships
* Excellent verbal and written English communication skills, as well as confidence to "speak up" with poise to deal with challenging situations.
* Must be proficient in multi-tasking and prioritizing projects.
* Problem solving, analytical and decision-making skills with strong business acumen.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $20.28 - $30.42 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
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BIS - Financial Services Operations Analyst

19725 Newark, Delaware City National Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

*BIS - FINANCIAL SERVICES OPERATIONS ANALYST*
WHAT IS THE OPPORTUNITY?
The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds. The role will provide you with the ability to gain specific and practical experience to learn, contribute, and integrate within City National Bank.Specific roles will include, but not limited to:* Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients* Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses* Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client Statements* Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:* Cross-asset and cross-product investments* Management of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning, and forecasting* Future technologies, and change management practice to implementation
WHAT WILL YOU DO?
* Gains industry and organizational knowledge through daily business interactions and job assignments while working closely with key company stakeholders
* Ability to perform both independently, as well as part of a team
* Enjoys working in a fast-paced environment, with the ability to multitask
* Works cross-functionally on short and long-term projects and initiatives focused on growth and efficiency
* Develops business, financial and analytical skills needed for career at CNB
* Understands B&IS and CNB's culture and strategy and the overall vision of the bank
* Gains knowledge of banking systems and processes, risk management principles, framework and internal controls
* Utilizes knowledge and learned skills to identify opportunities to improve processes, tackle complex projects, provide innovative business solutions and recommendations
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 1 year experience in MS office applications
*Additional Qualifications*
* Career interest in banking preferred.
* Proven leadership skills, with the ability to lead projects and build relationships
* Excellent verbal and written English communication skills, as well as confidence to "speak up" with poise to deal with challenging situations.
* Must be proficient in multi-tasking and prioritizing projects.
* Problem solving, analytical and decision-making skills with strong business acumen.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $20.28 - $30.42 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
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BIS - Financial Services Operations Analyst

19725 Newark, Delaware City National Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

*BIS - FINANCIAL SERVICES OPERATIONS ANALYST*
WHAT IS THE OPPORTUNITY?
The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds. The role will provide you with the ability to gain specific and practical experience to learn, contribute, and integrate within City National Bank.Specific roles will include, but not limited to:* Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients* Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses* Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client Statements* Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:* Cross-asset and cross-product investments* Management of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning, and forecasting* Future technologies, and change management practice to implementation
WHAT WILL YOU DO?
* Gains industry and organizational knowledge through daily business interactions and job assignments while working closely with key company stakeholders
* Ability to perform both independently, as well as part of a team
* Enjoys working in a fast-paced environment, with the ability to multitask
* Works cross-functionally on short and long-term projects and initiatives focused on growth and efficiency
* Develops business, financial and analytical skills needed for career at CNB
* Understands B&IS and CNB's culture and strategy and the overall vision of the bank
* Gains knowledge of banking systems and processes, risk management principles, framework and internal controls
* Utilizes knowledge and learned skills to identify opportunities to improve processes, tackle complex projects, provide innovative business solutions and recommendations
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 1 year experience in MS office applications
*Additional Qualifications*
* Career interest in banking preferred.
* Proven leadership skills, with the ability to lead projects and build relationships
* Excellent verbal and written English communication skills, as well as confidence to "speak up" with poise to deal with challenging situations.
* Must be proficient in multi-tasking and prioritizing projects.
* Problem solving, analytical and decision-making skills with strong business acumen.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $20.28 - $30.42 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
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Senior Audit Accountant, Financial Services

19087 Wayne, Pennsylvania Wipfli LLP

Posted 4 days ago

Job Viewed

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Job Description

Overview
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement? At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites? The client sites can vary locally, regionally, or nationally depending on the industry alignment?Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
+ Audit financial statements, quarterly financial information, and clients' annual reports.
+ Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
+ Identify accounting and audit issues and perform research to solve issues.
+ Responsible for testing internal controls, policies, and procedures and making recommendations.
+ Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX).
+ Proactively build relationships and communicate with clients and associates.
+ Teach, train, and develop incoming staff/interns.
Knowledge, Skills and Abilities
Qualifications:
+ Bachelor's degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam.
+ CPA certification preferred. Candidates actively pursuing CPA certification will be considered
+ Requires at 1-3 years of accounting related experience.
+ Ability to plan, prioritize, and organize work effectively on multiple tasks.
+ Adaptable to various levels of client complexities of people, processes, and systems.
+ Excellent verbal and written communication skills.
+ Ability to travel to client sites up to 50%
Mary Jo Beeby, from our recruiting team, will be guiding you through this process. Visit herLinkedIn ( page to connect!
#LI-Hybrid
#LI-MB1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at
Job LocationsUS-PA-Philadelphia | US-PA-Radnor
Job ID 2024-6515
Category Audit
Remote No
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Financial Services Sales Representative - Annuities

19087 Wayne, Pennsylvania Lincoln Financial

Posted 6 days ago

Job Viewed

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Job Description

**Alternate Locations:** Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 73197
**The Role at a Glance**
As the Financial Services Sales Representative, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to broker inquiries received via inbound calls. You will answer questions in a variety of areas including: product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.
**What you'll be doing**
+ Developing and maintaining an understanding of the Annuities products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
+ Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
+ Building and maintaining business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
+ Identifying, recommending, and championing process improvements and organizational initiatives to positively influence the team and quality.
**What we're looking for**
_Must-haves:_
+ Exceptional communication and relationship management skills
+ FINRA SIE License - must obtain within 120 Days
+ FINRA Series 6 License - must obtain within 120 Days
+ FINRA Series 63 License - must obtain within 120 Days (if required by State)
+ Resident Life & Health insurance licenses - must obtain within 120 Days
+ 4 Year/Bachelor's Degree or Equivalent Work Experience (4 years of experience in lieu of Bachelor's) - Minimum Required
_Nice-to-haves (Preferred):_
+ Sales or Customer Service experience
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $42,300 - $75,500 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating a diverse and inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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Financial Services Sales Representative - MoneyGuard

19087 Wayne, Pennsylvania Lincoln Financial

Posted 10 days ago

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Job Description

**Alternate Locations:** Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74811
**The Role at a Glance**
As the Financial Services Sales Representative for MoneyGuard, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to broker inquiries received via inbound calls. You will answer questions in a variety of areas including: product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.
**What you'll be doing**
+ Developing and maintaining an understanding of the MoneyGuard products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
+ Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
+ Building and maintaining business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
+ Identifying, recommending, and championing process improvements and organizational initiatives to positively influence the team and quality.
**What we're looking for**
_Must-haves:_
+ Exceptional communication and relationship management skills
+ FINRA SIE License - must obtain within 120 Days
+ FINRA Series 6 License - must obtain within 120 Days
+ FINRA Series 63 License - must obtain within 120 Days (if required by State)
+ Resident Life & Health insurance licenses - must obtain within 120 Days
_Nice-to-haves (Preferred):_
+ Sales or Customer Service experience
**Application Deadline**
Applications for this position will be accepted through September 30, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $42,800 - $77,700 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating a diverse and inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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BIS - Financial Services Operations Analyst- Part Time

19725 Newark, Delaware City National Bank

Posted today

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Job Description

*BIS - FINANCIAL SERVICES OPERATIONS ANALYST*
WHAT IS THE OPPORTUNITY?
The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds. The role will provide you with the ability to gain specific and practical experience to learn, contribute, and integrate within City National Bank.Specific roles will include, but not limited to: Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients* Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses* Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay* Client Onboarding, Client Maintenance, Client Statements* Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:* Cross-asset and cross-product investments* Management of real time risk, reporting, and escalation* High Profile and High Net Worth Client and Advisor service* Data driven approach to safety, soundness, planning, and forecasting* Future technologies, and change management practice to implementation.
WHAT WILL YOU DO?
* Gains industry and organizational knowledge through daily business interactions and job assignments while working closely with key company stakeholders
* Ability to perform both independently, as well as part of a team
* Enjoys working in a fast-paced environment, with the ability to multitask
* Works cross-functionally on short and long-term projects and initiatives focused on growth and efficiency
* Develops business, financial and analytical skills needed for career at CNB
* Understands B&IS and CNB's culture and strategy and the overall vision of the bank
* Gains knowledge of banking systems and processes, risk management principles, framework and internal controls
* Utilizes knowledge and learned skills to identify opportunities to improve processes, tackle complex projects, provide innovative business solutions and recommendations
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 1 year experience in MS office applications
*Additional Qualifications*
* Career interest in banking preferred.
* Proven leadership skills, with the ability to lead projects and build relationships
* Excellent verbal and written English communication skills, as well as confidence to "speak up" with poise to deal with challenging situations.
* Must be proficient in multi-tasking and prioritizing projects.
* Problem solving, analytical and decision-making skills with strong business acumen.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $20.28 - $30.42 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
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Sr. Enterprise Account Executive - Video Security (Financial Services Vertical)

19894 Wilmington, Delaware DaVita

Posted 3 days ago

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Job Description

Company Overview

At Motorola Solutions, we believe that everything starts with our people. We're a global close-knit community, united by the relentless pursuit to help keep people safer everywhere. Our critical communications, video security and command center technologies support public safety agencies and enterprises alike, enabling the coordination that's critical for safer communities, safer schools, safer hospitals and safer businesses. Connect with a career that matters, and help us build a safer future.

Department OverviewMotorola Solutions (NYSE: MSI) is a global leader in mission-critical communications and analytics.

At Motorola Solutions, we create technologies our customers refer to as their lifeline. Our technology platforms in communications, software, video and services help our customers work safely and more efficiently. Our technology platforms in mission-critical communications, command center software and video security & analytics, bolstered by managed & support services, make cities safer and help communities and businesses thrive. At Motorola Solutions, we are ushering in a new era in public safety and security.

Avigilon, a Motorola Solutions company, designs, develops, and manufactures video analytics, network video management software and hardware, surveillance cameras, and access control solutions. Avigilon's solutions have been installed at thousands of customer sites, including school campuses, transportation systems, healthcare centers, public venues, critical infrastructure, prisons, factories, casinos, airports, financial institutions, government facilities, and retailers.Job Description

Reporting to the Sr Director of Vertical Sales - North America, the Sr. Enterprise Account Executive (Financial Services Vertical) for North America holds a key position that requires a dynamic individual who is knowledgeable and passionate about physical security, surveillance and new business development and is also highly customer focused and efficient. The core objective of this position is to create and win enterprise business with our enterprise customers as well as drive strategic sales opportunities within the Financial Services vertical marketplace.

Responsibilities and Duties:

  • Design, build and execute a comprehensive business plan for strategic accounts for financial services companies

  • Utilize Salesforce CRM to build and maintain a strategic account plan identifying key players for each assigned account

  • Deliver a business revenue forecast on a monthly, quarterly and annual basis

  • Create and execute targeted marketing plans, including marketing campaigns, tradeshow events, sales tools and web resources, social media and customer interactions as approved

  • Develop and maintain deep, meaningful relationships that are relevant to security and surveillance and have the possibility of generating opportunities for Motorola Solutions and to include trade associations, affinity groups etc.

  • Work with North America Sales Team on identifying key partners, integrators, and customers, equipping team with resources to quickly and effectively engage contacts in a manner that will result in Motorola Solutions differentiation, market leadership, and subject matter expertise that will help close deals

  • Help in identifying trade associations, partnering opportunity, new business plans & objectives, and other creative market approaches to maximize impact of North American Sales Team efforts

  • Identify "product gaps" that need to be addressed by Product Management in order to gain greater exposure/standardization with your customer base. Prepare regular reports and provide to your reporting line and Product Management on gaps and fiscal impact of gaps to Motorola Solutions

  • Schedule regular engagements with key stakeholders to maintain relationships and assigned opportunities relative to latest and greatest within Motorola Solutions portfolio (Lunch and Learns, webinars, on-site meetings/demos) and attend tradeshows

  • Manage business unit resources - solution engineers, insides sales, demo equipment, marketing budgets, travel budgets, or any other resources the company allocates

  • Develop standardized vertical market presentations and sales tools for use by North America Sales Team outlining Motorola Solutions value proposition within vertical

  • Develop effective relationships with internal Motorola sales departments in our regions and with our partner managers

  • Compile data on competitive products and pricing and report it back to head office, maintain working knowledge of competitive offerings

Qualifications:

  • 5+ years of experience in one of the following: Sales, Video or Security

  • Experience selling the following components of the physical security ecosystem - Video, Access Control, Command Center Software

  • Prior background selling to vertical markets is preferred; Any experience selling to Financial Services Vertical is a plus

  • Strong understanding of our go-to-market strategy and sales philosophy is required

  • Proven record of achievement in delivering revenue results and developing collaborative relationships

  • Ability to accurately forecast and exceed revenue on a monthly, quarterly, and annual basis

  • Strong technical acumen and ability to speak towards our products and solutions

  • Time management skills are required, and candidates must have the ability to manage multiple priorities in a complex, fast-paced environment

  • Ability to travel (by air and car) throughout North America, as needed

Territory:

  • The Sr. Enterprise Account Executive will have the responsibility to cover assigned accounts, and any other areas/verticals/markets assigned from time to time

  • Frequent travel (approximately 60% by air and car) will be required during the execution of the duties of the role

Target Base Salary Range: $100,000 - $110,000 USD

Consistent with Motorola Solutions values and applicable law, we provide the following information to promote pay transparency and equity. Pay within this range varies and depends on job-related knowledge, skills, and experience. The actual offer will be based on the individual candidate

#LI-JC

Basic Requirements
  • 5+ years of experience in one of the following: sales, video or security

Travel Requirements25-50%Relocation ProvidedNonePosition TypeExperiencedReferral Payment PlanYes

Our U.S.Benefitsinclude:

  • Incentive Bonus Plans
  • Medical, Dental, Visionbenefits
  • 401K
  • 10 Paid Holidays
  • GenerousPaidTime Off Packages
  • Employee Stock Purchase Plan
  • PaidParental & Family Leave
  • and more!


EEO Statement

Motorola Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or belief, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other legally-protected characteristic.

We are proud of our people-first and community-focused culture, empowering every Motorolan to be their most authentic self and to do their best work to deliver on the promise of a safer world. If you'd like to join our team but feel that you don't quite meet all of the preferred skills, we'd still love to hear why you think you'd be a great addition to our team.

We're committed to providing an inclusive and accessible recruiting experience for candidates with disabilities, or other physical or mental health conditions. To request an accommodation, please complete thisReasonable Accommodations Formso we can assist you.

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