Financial Services

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

Salary Breakdown

Investment Fund Managers






Entry Level





Mid Level





Current Available & Projected Jobs

Investment Fund Managers


Current Available Jobs


Projected job openings through 2030

Sample Career Roadmap

Investment Fund Managers

Top Expected Tasks

Investment Fund Managers

Knowledge, Skills & Abilities

Investment Fund Managers

Common knowledge, skills & abilities needed to get a foot in the door.


Economics and Accounting


English Language




Customer and Personal Service


Administration and Management


Active Listening


Critical Thinking


Reading Comprehension


Judgment and Decision Making




Deductive Reasoning


Oral Comprehension


Oral Expression


Written Comprehension


Inductive Reasoning

Job Opportunities

Investment Fund Managers

  • Asset & Wealth Management - Regulated Investment Company - Tax Senior Manager
    PwC    Phoenix, AZ 85067
     Posted about 16 hours    

    **Specialty/Competency:** Industry Tax Practice

    **Industry/Sector:** Asset and Wealth Management

    **Time Type:** Full time

    **Travel Requirements:** Up to 20%

    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

    Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

    To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

    As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

    + Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

    + Deal effectively with ambiguous and unstructured problems and situations.

    + Initiate open and candid coaching conversations at all levels.

    + Move easily between big picture thinking and managing relevant detail.

    + Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

    + Contribute technical knowledge in area of specialism.

    + Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

    + Navigate the complexities of cross-border and/or diverse teams and engagements.

    + Initiate and lead open conversations with teams, clients and stakeholders to build trust.

    + Uphold the firm's code of ethics and business conduct.

    **Additional Responsibilities** :

    We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. PwC Tax provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients’ needs.

    **Job Requirements and Preferences** :

    **Basic Qualifications** :

    **Minimum Degree Required** :

    Bachelor Degree

    **Required Fields of Study** :


    **Minimum Years of Experience** :

    5 year(s)

    **Certification(s) Required** :

    CPA, Enrolled Agent or Member of the Bar

    **Preferred Qualifications** :

    **Preferred Knowledge/Skills** :

    Demonstrates intimate abilities and/or a proven record of success in compliance and consulting for mutual funds, ETFs, interval funds, business development companies etc.

    Demonstrates intimate abilities and/or a proven record of success knowledge around Form 1120-RIC and the associated statements, elections and state requirements of RICs, shareholder reporting, Subchapter M of the IRC and related qualification tests, including:

    + Identifying and addressing client needs;

    + Actively participating in client discussions and meetings;

    + Communicating a broad range of Firm services;

    + Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members;

    + Providing candid, meaningful feedback in a timely manner; and,

    + Keeping leadership informed of progress and issues.

    Learn more about how we work:

    PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy:

    All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

    For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

    For positions in California, Colorado, Nevada, New York State, or Washington State, please visit the following link for pay range information:

    Employment Type

    Full Time

  • Information Security Analyst - Multifactor Authentication
    Marriott    Phoenix, AZ 85067
     Posted about 16 hours    

    **Job Number** 23155469

    **Job Category** Information Technology

    **Location** Marriott International HQ, 7750 Wisconsin Avenue, Bethesda, Maryland, United States

    **Schedule** Full-Time

    **Located Remotely?** Y

    **Relocation?** N

    **Position Type** Management


    Supports the Identity & Access Management (IAM) function in Global Information Security organization. Ideal candidate will bring subject matter expertise on Multi-Factor Authentication (MFA) technologies and support the MFA service offerings, daily operations, and continuous improvements, as well as contributing to the design and implementation of new MFA technologies and capabilities. Helps to direct L2/L1 technical staff in addressing application security issues. This position will function as an MFA support point of contact for IT system administrators, Service Desk, service providers and application owners.


    **Education and Experience**


    + Bachelor’s degree in Computer Sciences or related field.

    + 3+ years of experience in supporting MFA solutions ​such as Entrust, RSA, Duo, and Ping products

    + 1+ years’ experience scripting and/or programming languages


    + 2+ years of experience with LDAP and directory Services, Windows, UNIX / Linux, mainframe, database servers, application servers, and network infrastructure

    + 2+ years’ experience with scripting and/or programming languages.

    + 2+ year of experience in designing & implementing API services and data transformation layers

    + 2+ years of experience translating business requirements to technical requirements with strong written and verbal communication skills

    + of experience delivering results up to / beyond expectations in a highly matrixed, cross functional organization

    + 2+ years of experience with MFA high availability and disaster recovery setups

    + 2+ years of experience with integrating IAM solutions with infrastructure and applications

    + 2+ years’ experience in business analysis and requirements gathering for complex business systems

    + Knowledge of industry best practices pertaining to MFA

    + Experience with cloud services such as AWS and Azure​

    + Experience with the security event and information management

    + Experience in researching emerging technologies and trends, standards, and products

    + Current information security certification, including Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified SCADA Security Architect (CSSA) or Certified Secure Software Lifecycle Professional (CSSLP)


    + Serve as an MFA L3 support point of contact for the organization.

    + Support the daily MFA operations and continuous service improvements.

    + Define, document, and enforce MFA policies and procedures.

    + Monitor the MFA solution service levels.

    + Provide oversight for L2/L1 troubleshooting of operational issues with respect to MFA.

    + Work with the MFA service owner to design MFA solutions to address risks throughout the Marriott SDLC process and confirm that the level of risk is acceptable in accordance with Marriott’s policies.

    + Work with the IT security team to design, deploy, and integrate the MFA services; as well as implement and validate security controls for the MFA services.

    + Work with stakeholders to plan to MFA new applications and users.

    + Oversee the identification and remediation of security events.

    **Managing Work, Projects, and Policies**

    + Coordinates and implements work and projects as assigned.

    + Complies with Federal and State laws applying to procedures.

    + Generates and provides accurate and timely results in the form of reports, presentations, etc.

    + Analyzes information and evaluates results to choose the best solution and solve problems.

    + Manages the flow of questions and directs questions.

    **Supporting Operations**

    + Works with team to put sustainable work processes and systems in place that support the execution of the strategy.

    + Establishes and maintains complete and up-to-date information to ensure accurate reporting.

    + Represents team in resolving situations.

    + Maintains and manages inventory and service operations.

    **Additional Responsibilities**

    + Informs, updates, and provides information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person in a timely manner.

    + Attends and participates in all relevant meetings.

    + Presents ideas, expectations and information in a concise, organized manner.

    + Uses problem solving methodology for decision making and follow up.

    + Maintains positive working relations with internal customers and department managers.

    + Manages time effectively and conducts activities in an organized manner.

    + Performs other reasonable duties as assigned by manager.

    **California Applicants Only:** The salary range for this position is $64,480.00 to $131,705.00 annually.

    **Colorado Applicants Only:** The salary range for this position is $61,613.00 to $119,734.00 annually.

    **New York Applicants Only:** The salary range for this position is $61,613.00 to $131,705.00 annually.

    **Washington Applicants Only:** The salary range for this position is $65,478.40 to $131,705.00 annually. In addition to the annual salary, the position will be eligible to receive an annual bonus. Employees will accrue 0.04616 PTO balance for every hour worked and eligible to receive minimum of 7 holidays annually.

    All locations offer coverage for medical, dental, vision, health care flexible spending account, dependent care flexible spending account, life insurance, disability insurance, accident insurance, adoption expense reimbursements, paid parental leave, educational assistance, 401(k) plan, stock purchase plan, discounts at Marriott properties, commuter benefits, employee assistance plan, and childcare discounts. Benefits are subject to terms and conditions, which may include rules regarding eligibility, enrollment, waiting period, contribution, benefit limits, election changes, benefit exclusions, and others.

    Marriott HQ is committed to a hybrid work environment that enables associates to Be connected. Headquarters-based positions are considered hybrid, for candidates within a commuting distance to Bethesda, MD; candidates outside of commuting distance to Bethesda, MD will be considered for Remote positions.

    _Marriott International is an equal opportunity employer. We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law. Marriott International considers for employment qualified applicants with criminal histories consistent with applicable federal, state and local law._

    Marriott International is the world’s largest hotel company, with more brands, more hotels and more opportunities for associates to grow and succeed. **Be** where you can do your best work,​ **begin** your purpose, **belong** to an amazing global​ team, and **become** the best version of you.

    Employment Type

    Full Time

  • Senior Financial Analyst: Integrated Finance and Market Analytics
    Highmark Health    Phoenix, AZ 85067
     Posted about 17 hours    

    **Company :**

    Highmark Health

    **Job Description :**


    This job is focused on the overlap of provider, payer, and market. This job will focus on Blended/Integrated financial performance of payer/provider and Market and Micro-Market analytic insight generation. The role requires collaboration and strong analytic problem-solving skills. A firm understanding of financial and business-related analysis is essential.


    + Communicate effectively. Display effective communication skills.

    + Coordinate with other departments, locations, and divisions.

    + Communicate with other departments and/or outside agencies to resolve problems.

    + Communicate with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

    + Advise management of expected outcomes, and recommending ways to improve the outcomes.

    + Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.

    + Communicate with Management as to project status and completion deadlines.

    + Perform financial and business related analysis.

    + Analyze, evaluate and interpret appropriate financial and statistical data.

    + Develop and/or document business policies, conducts special financial and business related studies and cooperate with other departments in the preparation of analyses.

    + Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.

    + Analyze financial reports and records.

    + Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.

    + Advise management of expected outcomes, and recommend ways to improve the outcomes.

    + Independently pursue fundamental problem solving and documents the recommendations to management.

    + Facilitate analysis and reporting

    + Utilize computer to input, retrieve or display accounting information.

    + Develop and maintain spreadsheets and databases.

    + Utilize PC and/or mainframe based systems and software, compile and prepare reports, graphs and charts of data developed.

    + Serve as a project lead for special projects within the department.

    + Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.

    + Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

    + Make recommendations based on findings when necessary.

    + Other duties as assigned or requested.




    + Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree


    + None



    + 5 - 10 years of relevant, progressive experience in Accounting and/or Finance

    + Experience with various computer applications to include MS Excel and/or MS Access


    + None



    + None


    + None


    + Strong written and oral communication skills

    + Strong relationship building skills

    + Client focused with strong business acumen

    + Self-starter with the ability to work under pressure independently and as part of a team.

    + Ability to think strategically and act proactively to create strong trust and confidence with business units

    + Strong innovative problem-solving capabilities

    **Language (Other than English):**


    **Travel Requirement:**

    0% - 25%


    **Position Type**


    Teaches / trains others regularly


    Travel regularly from the office to various work sites or from site-to-site


    Works primarily out-of-the office selling products/services (sales employees)


    Physical work site required


    Lifting: up to 10 pounds


    Lifting: 10 to 25 pounds


    Lifting: 25 to 50 pounds


    **_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

    **_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

    _As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._

    _Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

    **Pay Range Minimum:**


    **Pay Range Maximum:**


    _Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

    Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation/gender identity, protected veteran status or disability.

    EEO is The Law

    Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity ( _\_files/employers/poster\_screen\_reader\_optimized.pdf_ )

    We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact number below.

    For accommodation requests, please contact HR Services Online at [email protected]

    California Consumer Privacy Act Employees, Contractors, and Applicants Notice

    Req ID: J232872

    Employment Type

    Full Time

  • Wealth Management Intern, Summer 2024 (Internship) - 10 Weeks
    BMO Financial Group    Scottsdale, AZ 85258
     Posted about 17 hours    

    **As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference.** You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.

    Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO First Friend peer assignment, BMO Social Squad student-led activities, BMO U corporate learning platform and access to various Employee Resource Groups to further develop your network within BMO.

    **Interested in learning more about our campus program?** Stay up-to-date with BMO Campus Recruitment by following us on Twitter @BMOonCampus ( & Instagram @BMO_on_Campus (\_on\_campus/?hl=en) .

    **Note: To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information.**

    Supports the management & execution of the assigned business/group program or project, including providing input to design, development & execution. Supports the execution of program components working with internal & external stakeholders to ensure effective & seamless delivery.

    + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

    + Provides advice and guidance to assigned business/group on implementation of solutions.

    + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

    + Builds effective relationships with internal/external stakeholders.

    + Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

    + Monitors and tracks performance, and addresses any issues.

    + Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.

    + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

    + Supports the management of the program/project, including developing program components, promoting the program and ensuring the execution of all program components.

    + Participates in the design, development, implementation, and management of core program processes.

    + Provides input to the program strategy by analyzing current operations & challenges, researching best practices and understanding industry trends.

    + Provides support for the investigation, analysis & documentation of program risks.

    + Analyzes data and information to provide program insights and recommendations.

    + Collaborates with internal and external stakeholders in order to deliver on business objectives.

    + Organizes work information to ensure accuracy and completeness (e.g., customized exception reports, initiative tracking reports, etc.).

    + Communicates and reinforces program principles, strategies, processes and standards in all operational activities.

    + Gathers and formats data into regular and ad-hoc reports, and dashboards.

    + Supports the execution of strategic initiatives; includes tracking metrics and milestones.

    + Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.

    + Supports the development of tailored messaging, which may include writing, editing and distributing communications.

    + Tracks exception requests and corresponding approvals.

    + Focus may be on a business/group.

    + Thinks creatively and proposes new solutions.

    + Exercises judgment to identify, diagnose, and solve problems within given rules.

    + Works mostly independently.

    + Broader work or accountabilities may be assigned as needed. **Qualifications:**

    + Specialized knowledge from education and/or business experience.

    + Verbal & written communication skills - In-depth.

    + Collaboration & team skills - In-depth.

    + Analytical and problem solving skills - In-depth.

    + Influence skills - In-depth.

    **Compensation and Benefits:**

    $37,800.00 - $54,000.00

    The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

    Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: .

    **We’re here to help**

    At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at

    BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

    Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    Employment Type

    Full Time

  • Advisor Development Program - Financial Solutions Advisor Trainee - Tatum Ranch Financial Center - Cave Creek, AZ
    Bank of America    Cave Creek, AZ 85327
     Posted about 17 hours    

    Advisor Development Program - Financial Solutions Advisor Trainee - Tatum Ranch Financial Center - Cave Creek, AZ

    Cave Creek, Arizona

    **Job Description:**

    As a Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

    Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress into the next role, ADP Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful ADP Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

    This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

    Required skills:

    • Sets and accomplishes goals, achieving whatever you put your mind to.

    • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

    • Communicates clearly and confidently with clients from all walks of life.

    • Works well with others and collaborates productively to get things done.

    • Can manage complexity, prioritize tasks and execute in a fast-paced environment.

    • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

    • Efficiently manages your time and capacity.

    • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

    Desired skills:

    • Strong computer skills with an ability to multitask in a demanding environment.

    • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.


    1st shift (United States of America)

    **Hours Per Week:**


    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE ( .

    To view the "EEO is the Law" Supplement, CLICK HERE (\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

    Employment Type

    Full Time

  • Asset & Wealth Management- Quality Analyst- Associate
    JPMorgan Chase    Tempe, AZ 85282
     Posted 1 day    

    The Quality Analyst executes Controls QA testing against established criteria; however, testing requires exceptional subject matter expertise with the ability to draw inferences, identify root cause, and make recommendations for corrective action.

    **Job Responsibilities** :

    + Manages the quality assurance tests and results to ensure consistency and accuracy, including guiding/leading others through completion of the testing

    + Acts as primary liaison with LOB to provide results, articulate findings verbally in recurring meetings, analyzes disputes, reassessments and escalations, and demonstrates fortitude against potential adversity

    + Engages supporting business partners to discuss issues (e.g., Compliance, Controls, Internal Audit)

    + Provides verbal and written summaries of findings and corresponding corrective actions

    + Engages supporting business partners to discuss issues including for example Compliance, Controls, and Internal Audit

    + Monitors for changes in the control and operational environment for changes which may impact testing

    + Recommends and implements enhancements to improve effectiveness and efficiency of services and systems

    + May lead quality related projects or targeted reviews

    + Presents business results to senior managers

    + May act as a liaison with offshore team, provide subject matter expertise, and guide proper completion of offshore testing

    + Executes and manages QA testing across multiple programs

    + Ensures testing job aids are kept current and are beneficial tools for others

    Required Qualifications, Skills, and Capabilities:

    + **Fluency in verbal and written Mandarin is required and Cantonese is preferred in order to evaluate interactions and/or transactions and to provide verbal and/or written summaries of findings and corresponding corrective actions to key stakeholders**

    + Minimum of three (3) years' relevant experience in oversight functions such as auditing operations, risk and control, and/or operational quality assurance

    + Bachelor's degree in business, finance, or related field, or equivalent work experience

    + Experience in Private Bank or Wealth Management is preferred

    + Strong analytical, issue resolution and problem solving skills

    + Strong organization and time management skills

    + Excellent written and oral communication skills

    + Ability to quickly absorb industry knowledge, business processes, policies and regulatory requirements

    + Flexible and able to work in fast-paced environment to meet aggressive deadlines while priorities are shifting

    + Risk and control management experience

    + Strong Leadership skills

    + High degree of professionalism, self-motivation and sense of urgency

    + Advanced presentation delivery

    + Advanced relationship building and conflict management

    + Strong Microsoft Office skills

    Required knowledge base should include:

    + Line of business experience in multiple disciplines/functions

    + Business processes and procedures

    + Business strategic direction

    + Products

    + Industry and regulatory standards

    + Corporate policies

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

    We recognize that our people are our strength and the diverse talents and perspectives that they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the **Accessibility Line** (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)

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

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

    Employment Type

    Full Time

  • Pricing and Financial Analyst
    Insight Global, LLC    Scottsdale, AZ 85258
     Posted 1 day    

    Job Description

    Insight Global is looking for a Pricing Analyst to join a top client's team in the Scottsdale area. This person will analyze targeted customer's invoices to create proposals for the sales team in order to achieve new business. The Pricing Analyst will be in charge of all pricing proposals, customer up-trender and down-trender reports, strategic current customer pricing adjustments, and other duties as assigned. Day to day will include heavy Excel utilization, partnering with outside lead sources to analyze data within spreadsheets, organize the data, and create Pivot Tables and other customer facing proposal reports to present to prospective clients. This role plays a crucial part in the success of the sales team and overall success of the company.

    Skills and Requirements

    *Strategic and analytical skills used to maximize company profitability to various accounts

    *Advanced Excel skills - ability analyze data to create Pivot Tables/Reports for business use and strategy

    *Analytical mindset -- initiative driven and focused on finding savings for the client while maximizing profitability for the company

    *Organization, Ability to prioritize and handle a lot of projects at the same time

    *Ability to take an idea and carry it all the way through project completion with a deliverable

    *Financial intellect through education, internship, or professional experience

    *Managing money - ledgers, withdrawals, adjustments, audits etc

    *Running analytical financial reports ie about pricing or overhead to help us be more profitable *Accounting background would be ideal and helpful'''

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].'''

    Employment Type

    Full Time

  • Wealth Management Advisor
    TIAA    Phoenix, AZ 85067
     Posted 3 days    

    **Wealth Management Advisor**

    Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

    We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values.

    Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA.

    • Deeply curious with a demonstrated ability to uncover the needs of the client.

    • Giving and receiving constructive feedback are hallmarks of your character.

    • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.

    • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.

    • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.

    • Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic.

    • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

    **Key Responsibilities and Duties**

    + The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.

    + Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.

    + Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions.

    + All licenses must be obtained within 120 days from start date.

    **Educational Requirements**

    + University (Degree) Preferred

    **Work Experience**

    + 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required

    + 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required

    **FINRA Registrations**

    + SRC Indicator: Series 7; Series 63; Series 65; Series 66

    **Licenses and Certifications**

    + Life and Health Insurance License (Resident State) - Multiple Issuers required

    + Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or

    + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred

    **Physical Requirements**

    + Physical Requirements: Sedentary Work

    **Career Level**


    **Related Skills**

    Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management

    Base Pay Range: $92,000/yr. - $110,000/yr.

    Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).


    **Company Overview**

    TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

    **Benefits and Total Rewards**

    The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .

    **Equal Opportunity**

    We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

    Read more about the Equal Opportunity Law here ( .

    **Accessibility Support**

    TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

    If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

    Phone: (800) 842-2755

    Email: [email protected]

    **Privacy Notices**

    For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .

    For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .

    For Applicants of Nuveen residing in Europe and APAC, please click here ( .

    For Applicants of Greenwood residing in Brazil (English), click here ( .

    For Applicants of Greenwood residing in Brazil (Portuguese), click here ( .

    For Applicants of Westchester residing in Brazil (English), click here ( .

    For Applicants of Westchester residing in Brazil (Portuguese), click here ( .

    TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

    **Privacy Notices**

    + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .

    + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .

    + For Applicants of Nuveen residing in Europe and APAC, please click here ( .

    + For Applicants of Greenwood residing in Brazil (English), click here ( .

    + For Applicants of Greenwood residing in Brazil (Portuguese), click here ( .

    + For Applicants of Westchester residing in Brazil (English), click here ( .

    + For Applicants of Westchester residing in Brazil (Portuguese), click here ( .

    **Nondiscrimination & Equal Opportunity Employment**

    TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

    EEO is the Law (\_EEOC\_KnowYourRights-1688394514088.pdf)

    Pay Transparency

    Philadelphia Ban the Box (

    Employment Type

    Full Time

  • Information Security Analyst-Infrastructure & Cloud Security
    American Express    Phoenix, AZ 85067
     Posted 3 days    


    **You Lead the Way. We’ve Got Your Back**

    With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities, and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    Join #TeamAmex and let’s lead the way together.

    As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology of #TeamAmex.

    This position will be part of a Network Security Engineering team supporting Business and Technology Cloud initiatives. The Information Security Analysist is responsible for the technical design and deployment of a diverse set of cloud and on-prem technologies.

    This individual will be required to operate efficiently within a highly skilled and agile engineering team. Candidates that are highly motivated, skilled, can learn quickly with minimal oversight and constantly challenge themselves will greatly benefit on our team. Information Security Analyst will also be expected to assist with reviewing existing tools, applications and processes to help strengthen and optimize current capabilities, as well as identify any gaps or technical solutions to further enhance the team's effectiveness. Additionally, the successful candidate will support leadership, business and technology teams with technical recommendations, documentation and reporting. Extensive knowledge of firewalls, LAN/WAN, TCP/IP, DNS and troubleshooting techniques is required. Understanding and hands on experience of cloud principles and technologies (AWS, GCP, Docker, Kubernetes, Dataflow, BigQuery, Bigtable, Cloud SQL, Dataproc).

    **Required Qualifications**

    + Experience ( 2 years) knowledge and understanding of LAN and WAN expertise working with Cisco Firewalls, Routers and Switches.

    + Experience ( 2 years) knowledge and understanding of Palo Alto networks firewalls in an enterprise environment.

    + Palo Alto Certification required. (PCNSE 6 and above).

    + Contributes to the design, build and maintenance of modern onprem cloud platforms that support agile teams

    + Provide reliable, predictable deployment and maintenance of distributed systems adhering to security best practices

    + Participating in production support and on-call rotations

    + Responsible for the stability and performance of critical business services

    + Participating in Agile Sprints and associated ceremonies


    + AWS and GCP experience preferred.

    + General understanding of threat protection methodology (IPS/IDS, etc.)

    + Knowledge with WAN technologies and protocols, including best practices, designs, and troubleshooting.

    + Routing protocol experience (Static, OSPF, EIGRP, BGP), redistribution, and summarization.

    + A clear understanding of routing protocol metrics to aid in desired traffic flow.

    + Experience working with highly available and redundant networks.

    + Clear understanding of Client / Server applications.

    + Good knowledge and use of protocol analyzers (sniffers, etc.)

    + Cisco Certification preferred.

    + Proven problem solver with ability to provide in-depth analysis of complex problems, manage risk, and make quick decisions.

    + Highly motivated individual with the ability to work in a technically challenging environment.

    + Excellent presentation/verbal communication skills and the ability to train and mentor other team members.

    + Experience in relationship management and collaboration skills with external vendor partners, technology colleagues, and business partners.

    + Kubernetes and Docker experience


    Salary Range: $85,000.00 to $150,000.00 annually bonus benefits

    The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

    We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

    For a full list of Team Amex benefits, visit our Colleague Benefits Site .

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

    US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: to access the three posters.

    Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

    **Job:** Technology

    **Primary Location:** US-Arizona-Phoenix

    **Other Locations:** US-California-Palo Alto, US-Utah-Sandy, US-New York-New York, US-Florida-Sunrise

    **Schedule** Full-time

    **Req ID:** 23010669

    Employment Type

    Full Time

  • Senior Wealth Management Banking Coordinator (SAFE)
    Wells Fargo    SCOTTSDALE, AZ 85258
     Posted 4 days    

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

    Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

    **About this role:**

    Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at .

    **In this role, you will:**

    + Support more experienced level Affluent Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities

    + Assist in providing service to Affluent client relationships, with focus in opening accounts, relationship account maintenance and due diligence.

    + Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines

    + Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over basic accounts

    + Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts

    + Research and resolve operational issues related to complex accounts

    + Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support

    + Interpret policies, procedures, and compliance requirements

    + Potentially provide work direction and training to less experienced associates

    + Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

    + Interact with internal customers

    + Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

    + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

    **Required Qualifications:**

    + 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Experience in Wealth Management/Private Banking

    + Knowledge and understanding of opening new consumer & business deposit or loan accounts, account maintenance, processing, KYC's and TE's.

    + Experience in a support role within a banking and trust environment

    + Ability to develop and manage clients and business relationships

    + Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT, DIPER.

    + Ability to take initiative with work independently with minimal supervision in a structured environment

    + Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

    + Excellent verbal, written, and interpersonal communication skills

    + Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members

    + Strong telephone etiquette skills

    + Strong attention to detail and accuracy skills

    + Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

    **Job Expectations:**

    + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-287866-5

    **Updated:** Mon Sep 25 00:00:00 UTC 2023

    **Location:** SCOTTSDALE,Arizona

    Employment Type

    Full Time

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