Aws Developer - Vanguard
Posted 22 days ago
Job Viewed
Job Description
Visa: No H1B,OPT,CPT Rest and
W2 consultants only
Locals only
location: Malvern, Pennsylvania
job type: Contract
responsibilities:
- Work on development with DevOps concepts, tools and continuous delivery pipelines - Bamboo, Bitbucket, JIRA, GIT.
- Provides technical expertise and completes complex development, design, implementation, architecture design specification, and maintenance activities.
- Performs product health monitoring in test and production environments using Honeycomb/Splunk and CloudWatch Experience.
qualifications:
- Work on ServiceNow incidents to triage them and follow up on the issues and perform root cause analysis.
- Elevate complex code into the development, test, and production environments.
- Resolve highly complex, elevated issues and recommend enterprise-wide improvements and solutions.
skills:
- Collaborates with and serves as primary point of contact with cross functional team members. Communicates complex issues effectively to various audiences.
- Actively work with the business and stakeholders over the requirements, give demos after the development and reach out to different teams to accomplish tasks.
- job summary::
- Proficient in AWS technologies (S3, DynamoDB, Lambda, CloudFormation, Event bridge, IAM, Glue, Athena).
- Design SQL Scripts using Oracle SQL and create Rest APIs with programming skills on Python, JavaScript and TypeScript
Application Support Engineer : Vanguard
Posted 24 days ago
Job Viewed
Job Description
Interview : Video and F2F
Visa : all apart from h1b and cpt
Description:
NEED LOCALS ONLY THERE WILL BE A ONSITE INTERVIEW
NEED QUALITY CANDIDATE COM SKILLS SHOULD BE EXCELLENT
NEED DOB ( MM/DD)
NEED SSN ( LAST 4 DIGITS )
NEED DL COPY
NO VIOP OR GOOGLE VOICE NUMBERS
RESUMES SHOULDNT LAST MORE THAN 7 PAGES
Description:
Experience in data modeling techniques to analyze large data sources and generate predictive insights and solutions. Evaluates statistical models, identifies patterns, develops and applies algorithms to determine validity of analyses, tests models, and develops visualizations to assist in business decisions. Specializes in applying knowledge of experimental methodologies, statistics, optimization, probability theory, and machine learning concepts to create self running artificial intelligence (AI) systems to automate predictive models. Evaluates existing statistical models using both general purpose software and statistical languages with the goal of adjusting and optimizing efficiency specifically within production environments.
- Ability to learn quickly and retain information
- People skills (good communication, approachable, good energy, handles stressful situations, etc.)
- Problem solver: can use log files, read through KSH or other language scripts, trace an IT workflow and find the issue. (Does not need to code)
- Monitoring tool experience nice to have
- Control-m & scripting skills nice to have
- ServiceNow experience nice to have
- AWS experience nice to have
- Personality wise this person "needs to be hungry"
- Continuous learning, wanting more, should be curious to learn
- Strong technical operations background
- Should have excellent communication skills - will be constantly talking to the business users, need to be comfortable
- Not a heads-down role. Should be personable and "warm"
- Responsible for supporting all applications - not any hardware
- Ticketing, follow up, troubleshooting, etc.
- Need to be onsite 5 days per week in either Malvern, PA
- Can earn one day per week remote once up and running.
- Would love someone to bring fresh ideas
- There is a Python app being built, this person will help with POC work
- Should understand architecture but doesn't have to do architecture
- Basic scripting needing, Python, DB Query
- They are a Java shop, but this person won't need to do much Java
- Using SNOW every day for ticketing
- Currently going through an AWS migration - AWS experience is nice to have
- Ideally previous experience in Investment Management, Banking, Financial services, etc.
- Possible extension or conversion down the line - he will also have another position open on the team later this year for a similar skillset
Director, Derivative Portfolio Management
Posted 10 days ago
Job Viewed
Job Description
This important Director role is regarded as a subject matter expert (SME) for Portfolio management and trading oversight of derivative positions to hedge capital market risk exposures of Variable Annuity liabilities and/or other risk exposures. The Director will lead one or more aspects of our derivative performance programs and will also develop and provide direction to more junior staff members.
The primary work location for this opportunity will be West Chester, Pennsylvania with secondary preference to our New York City office.
Primary Responsibilities:- Assumes ownership and accountability on one or more aspects of derivative portfolio performance which include listed and OTC interest-rate and equity derivatives (e.g., futures, total-return swaps, interest-rate swaps, options and swaptions, and variance swaps)
- Leverages expertise to provide input on innovative trade ideas/hedging strategies for efficient risk mitigation, opportunistic monetization, target market dislocations etc through a range of hedge structures including vanilla and exotics equity, rate and credit derivatives.
- Effectively communicates (verbally and in writing) and provides input on various initiatives including trade recommendations to Senior Leadership.
- Leverages their influence to support standards in terms of quantitative analytics needed to support portfolio management, hedge strategy development by leveraging financial engineering, capital markets, and product knowledge.
- Supports leadership in fostering productive relationships with banks and/or vendors.
- May commonly manage, mentor and guide members of the team of quantitative and/or capital market professionals.
- Bachelor's degree in Financial Mathematics (or related field); strong preference toward advanced degree (Master's or PhD in a Quantitative field)
- Advanced knowledge of Financial Mathematics with solid understanding of Derivative Pricing Theory, and their applications
- Superior quantitative/analytic reasoning and problem-solving abilities and strong computer programming experience in VBA, Python, Matlab, C++ etc
- Minimum of 7 years of progressive professional experience in the financial services industry
- Strong understanding of equity derivatives markets, dynamics and flows
- Experience in developing derivative trading strategies, back-testing and managing asset liability risks
- Ability to influence; support and drive change.
- Ability to focus on "big picture" view while driving into details
- Strong communication skills (verbal and writing) to convey complex trade ideas in a simple manner
Note: Position level is flexible and commensurate with a candidate's overall experience and qualifications as related and aligned to the role.
Venerable Values:Every position at Venerable has responsibility for living out the company's values as described here:
We are Courageous - We think critically, ask "why?" and seek out creative solutions.
We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking.
We are Connected - We are connected to each other, our customers and our community.
Analyst, Securitization Financing/Portfolio Management & Administration
Posted 4 days ago
Job Viewed
Job Description
Coordinate scheduling and submission of required deliverables for the business approval process. Serve as the primary administrative point of contact with the conduit First Loss Investor by providing all Transaction Requests and Risk approvals. Ensur Management, Portfolio, Analyst, Transaction, Business Partner, Technology, Banking
Director, Portfolio Management - NextGear (North Atlantic Market)
Posted today
Job Viewed
Job Description
This employee must permanently reside in PA, MD, DE, or NJ.
Essential Duties and Responsibilities
- Recruit, develop, and lead a team of 10 - 15 Portfolio Managers who oversee and manage an assigned portfolio of clients within NextGear Capital's core dealer segment whose lines of credit range from $50k - $.4M.
- Achieve all goals and performance targets set by the company by leading and performance managing their team of Portfolio Managers to achieve all success measures as directed and set by the company.
- Cultivate and champion a culture of accountability and collaboration with various internal and external clients and partners to drive revenue and profitability through controlled growth and risk mitigation.
- Ensure each member of their team of Portfolio Managers maintains up to date knowledge of and compliance with all company policies and procedures and operational guidelines.
- Coach and performance manage their team of Portfolio Managers in account management and risk mitigation consistent with company values, policies and procedures and operational guidelines.
- Serve as a fiduciary for the company including identifying and reporting to the company any material client or internal non-compliance with company policies, attempted or actual fraud upon the company or any other circumstance that may require identification and reporting to protect the company.
- Cultivate Cox Automotive cross business unit relationships and opportunities.
- Serve as ambassador for Cox Automotive through industry involvement and support of brand equity initiatives.
- Participate and support other projects and initiatives as required.
- Perform all other duties as assigned.
- Knowledge of the automotive industry (various sectors).
- Knowledge of the finance industry (various sectors).
- Strong financial acumen with working knowledge of key financial tools and terminology.
- Strong presentation, verbal and written communication skills.
- Strong interpersonal skills with ability to interact with clients, collaborate with internal team members. and external partners at various levels within the organization.
- Strong time management skills with ability to manage deadlines.
- Strong negotiation and collection skills.
- Strong analytical and problem-solving skills.
- Ability to work independently and in a remote environment.
- Ability to maintain a high level of safety awareness and take necessary safety precautions.
- Proficient in Excel, Word, PowerPoint, Outlook, Teams and Salesforce.
- BA/BS or equivalent experience required along with 10+ years of experience in finance, business development, territory management, and account management. Candidate can also have some combination of MS degree and 8 years of experience, PHD and 5 years of experience, or 14 years of experience in lieu of a degree.
- 5+ years in a leadership role.
- Automotive and/or floorplan industry background preferred.
- Travel: Greater than 50%, with some overnight travel required.
- Ability to travel, fly, drive.
- Ability to sit and stand for extended periods of time.
- A valid driver's license is required for this position.
USD 131,600.00 - 219,400.00 per year
Compensation:
Compensation includes a base salary of 131,600.00 - 219,400.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.
Benefits:
The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company's needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
#J-18808-Ljbffr
Analyst, Alternate Finance Portfolio Management and Administration
Posted 13 days ago
Job Viewed
Job Description
What is the opportunity?
This role is part of Portfolio Management and Administration team (PMA), which is a closely integrated, cross-functional specialized team that provides various critical functions to different business lines within RBC Capital Markets and Central Funding.
PMA provides transactional execution and administrative support for Securitization Financing transactions globally (Unites States, Canada, Europe, and Australia which are either funded directly on RBC's balance sheet or via the issuance of commercial paper by one of seven multi-seller RBC administered commercial paper conduits.
Within Alternate Finance PMA also supports three key business lines: (1) CLO Warehousing, (2) Term Loan Financing and (3) Private Credit Finance. This position will provide both administrative and oversight functions for the various financing structures. Responsibilities will include reviewing legal documents, facilitating client fundings and repayments, reconciling P&L and ensuring RBC's books and records accurately reflect exposures. Oversight duties also involve ensuring proper internal transaction approvals are obtained, monitoring warehouse loan activity against internal limits and confirming that proper documentation is retained.
PMA is a center of excellence in supporting structured finance transactions, and this role will also include nuances of operational, compliance, project management, communicating with operational groups across RBC to ensure proper accounting, recording and reporting of transactions, compiling data for internal and external constituents. The roles also entail and performing a variety of administrative functions to ensure compliance with applicable by-laws, transaction legal documents and relevant RBC Enterprise Wide policies and procedures.
Job Description
What will you do?
As a Junior Transaction Execution Team Member:
- Facilitate AML/KYC on-boarding of new clients with FO origination Team, external legal and Client.
- Working with origination and senior team members, develop knowledge of transactions and understanding of legal documents to be able to populate all static data for new client in CCMS and LoanFin proprietary application. Make sure all data is accurate and complete.
- Review and validate funding/wire details at closing, and in all subsequent funding request from clients and communicate details to GLA as required.
- Review and validate interest revenue on RBC's general ledger and distribute client invoices.
- Review administration sections of transaction legal documentation, including fee letters, to help ensure RBC can book and properly administer the transaction as described in the agreements.
- Participate in due diligence meetings, where possible.
- Ensure appropriate internal business partners are informed of new transactions (i.e. Product Control, Financial Control, /Legal,Capital Measurement)
- Ensure transactions comply with RBC Policies and Procedures before closing.
- Develop a thorough understanding of the transactions (know similar or different features compared to other transactions in your portfolios), the portfolio report, portfolio characteristics and credit enhancement calculations in each transaction to help ensure accurate capture and reporting of deal performance to all business constituents.
- Help set portfolio administration standards and metrics to be monitored and develop procedures and processes to help ensure consistent and accurate reporting for both new and existing transactions.
- Develop a thorough understanding of the transactions (know similar or different features compared to other transactions to facilitate SPV reporting (i.e. Volker Repository, SPE Sponsorship checklist and Defacto Control Macro Template).
- Where applicable, work with internal and external business partners to resolve operational or other issues.
- Help ensure required deal related documentation is retained, including transaction legal documents, borrowing and paydown notices, and client invoices.
- Responsible to coordinate and ensure proper transaction approvals are obtained for all transactions (i.e. ComCom scheduling & approval, GRM, Catena, KYC).
- Set-up/input transaction and entity data properly in RBC systems (i.e. CCMS, Fenergo), and transaction details are communicated to operational support teams.
- Maintain the Facility Authorized Amount in CCMS, based off of equity in the structure and pending underlying collateral trades as the regulatory capital is keyed off this amount.
- Business liaison, primary point of contact and group expert with KYC/AML groups.
- From the business side, run the KYC annual refresh exercises; communicate all requirements to Origination and Client to assist with gathering required information.
- Compile various transaction status lists (ex. quarterly forward-looking compliance items) for internal and external constituents.
- Participate in projects to implement new products, transaction types or expansion of existing products to new jurisdictions. Projects may also include enhancement to processes or systems.
- Assist for related portfolios with internal and external audit of supported businesses.
- Proactively identify operational risks / control deficiencies in the business.
- Review and comply with RBC Policies applicable to your business activities.
- Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly. Failure to do so may subject you to disciplinary action, up to and including termination.
- 1 - 2 years of relevant securitization experience highly preferred. Candidates with less than one year of full-time work experience should have relevant internship experience.
- BS in finance, accounting, or related subject.
- Possess strong written and oral communication skills.
- Ability to prioritize and effectively manage a large workload in a high-pressure environment.
- Ability to multi-task with little supervision.
- Ability to inter-act effectively and establish good working relationships with both RBC staff and external constituents.
- Ability to manipulate large data sets.
- High proficiency in Microsoft Word, PowerPoint & Excel.
- Demonstrated analytical and problem-solving skills.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC's high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork
Additional Job Details
Address:
2751 CENTERVILLE ROAD:WILMINGTON
City:
Wilmington
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
CAPITAL MARKETS
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-01
Application Deadline:
2025-09-05
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Financial Services Sales Representative - MoneyGuard

Posted 4 days ago
Job Viewed
Job Description
**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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Financial Services Sales Representative - Annuities

Posted 4 days ago
Job Viewed
Job Description
**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.
Senior Audit Accountant, Financial Services

Posted 5 days ago
Job Viewed
Job Description
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
Senior Manager, Financial Shared Services

Posted 26 days ago
Job Viewed
Job Description
Senior Manager of Shared Services
**Role Description:**
The Senior Manager of Shared Services will lead and oversee the Accounts Receivable (AR) and Billing functions within the organization. This role will ensure the efficient and accurate processing of financial transactions.
**Qualifications:**
+ Bachelor's degree in finance, Business Administration, Accounting, or a related field (Master's preferred).
+ 8-12 years of experience in shared services, finance operations, or related functions.
+ Proven leadership experience managing cross-functional teams and shared services operations.
+ Strong knowledge of ERP systems (e.g., Oracle) and shared service technologies.
+ Experience with process improvement methodologies (e.g., Lean, Six Sigma).
+ Excellent communication, stakeholder management, and interpersonal skills.
+ Ability to manage large-scale projects and change initiatives.
+ Analytical mindset with a strong focus on service quality and performance metrics.
+ Strong understanding of compliance, governance, and risk management in a shared services context.
+ Professional certifications (e.g., CPA, CMA, PMP, Lean Six Sigma) are a plus.
**Responsibilities:**
+ Oversee the operations of shared services functions (AR and billing)
+ Lead the development and implementation of shared services strategies to enhance efficiency and reduce costs.
+ Manage service level agreements (SLAs), key performance indicators (KPIs), and continuous improvement initiatives.
+ Collaborate with business units to ensure high-quality service delivery and alignment with corporate goals.
+ Identify and implement automation, standardization, and process improvement opportunities.
+ Manage and mentor team leads and staff, promoting professional development and high performance.
+ Ensure compliance with internal policies, industry standards, and regulatory requirements.
+ Prepare budgets, forecasts, and reports for senior leadership.
+ Foster a culture of customer service, operational excellence, and innovation.
**Benefits**
We offer a competitive range of benefits to support our employees' health, well-being, and financial security. Medical, dental, and vision benefits are available to all eligible employees on the first day of employment. For more information on the benefits available for this role, please contact the recruiter or hiring manager.
**Individuals with a disability who desire a reasonable accommodation can contact the ADA Coordinator by calling 1- . We partner with the Department of Homeland Security/U.S. Customs and Immigration Service to e-Verify all newly hired employees.**
**An Equal Opportunity Employer.**
**Please note:**
+ _All job offers are subject to pre-employment drug screening and a background check._
+ _Unless otherwise noted, we do not sponsor employees for work authorization in the U.S. for this position._
**Notice to Agencies:** We only accept resumes from recruiters, employment agencies, or staffing services if a Service Agreement has been signed and we have requested recruitment/staffing services for the specific position. Any unsolicited resumes will become the property of the company, and no fees or compensation will be paid to the recruiter, employment agency, or staffing service.