Investment Fund Managers

The Financial Planning Analyst (FPA) will assist in the financial planning, reporting and analysis for the Clinical Effectiveness business within the Health Division of Wolters Kluwer. This role will be focused on sales, revenue, forecasting, and analysis across products as well as identifying business opportunities that drive growth. The individual must be a self-starter and work with limited direction while taking full ownership of their areas of responsibility. They will be expected to problem solve, think critically, analyze large data sets, recommend solutions, and exercise good business judgement. In this remote-friendly position the FPA will report to the Financial Planning Manager in the Health UpToDate division of Wolters Kluwer.

**Essential Responsibilities**

**Partnering**

+ Financial support for the North American business segments with a focus on the Individual Segment.

+ Provide quantitative-based recommendations that support sales and revenue growth targets.

+ Partner with Finance and Sales and Segment teams across the business to develop the forecast; ensure collaboration with partners.

+ Maintain financial models to track indicators and forecast financial performance.

+ Anticipate opportunities and risks in the forecasts and communicate them.

+ Support and partner with teams in planning, reporting, and improving performance of operations and reducing cost.

+ Participate in cross functional teams and projects.

+ Engage in monthly close processes across multiple order management systems.

+ Partner with business leaders to identify P&L opportunities.

**Reporting**

+ Work with and analyze large data sets; identify trends and be able to tell a story with the data/translate it.

+ Prepare, analyze, and present financial results, as necessary including supporting metrics.

+ Build and prepare financial reports along with revising reports to be more useful and efficient through automation or other technology.

+ Forecast preparation through driver-based modeling with supporting data.

+ Perform month-end financial close responsibilities and review/ownership for all areas of responsibility.

+ Analyze financial and business performance against business metrics and document pertinent highlights that enable management to determine progress against strategic/business plans.

+ Monitor and analyze results against budget/forecasts and provide insightful and actionable variance explanations.

**Qualifications**

**Education:** Bachelor level or above degree with a concentration in Finance, Data Science, Data Analytics, or equivalent experience required.

**Required Experience:**

+ 2+ years’ experience with 1+ year in data analytics/analysis, sales or revenue operations, or finance: Internships may count toward the 2 years of experience.

+ Proficient in MS Office Suite with advanced knowledge of Excel preferred.

+ Ability to work independently and efficiently under tight deadlines.

+ Ability to work well in a team and a commitment to continuous quality improvement.

+ Strong quantitative and analytical skills with the ability to think strategically and critically.

**Preferred Experience, Knowledge, Skills & Abilities:**

+ Proficiency in financial software such as Power BI, NetSuite, Tagetik, Multi-Pub, Softrax, Great Plains, or other similar software.

+ Experience working in a large global company.

+ Exceptional organization skills and the ability to manage multiple competing priorities with accuracy and timeliness in a dynamic, fast-paced environment.

+ Excellent verbal and written communication skills.

**Travel** **:** 5%

Evidence-Based Clinical Decision Support System| UpToDate | Wolters Kluwer (https://www.wolterskluwer.com/en/solutions/uptodate)

\#LI-Remote

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Wealth Management Client Servicing Representative

Chandler, Arizona

**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary:

Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem-solving skills. Accountabilities include but are not limited to providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions. Recommend some previous experience in the customer service field but not required. Elevated service issues handled by experienced associates or above.

Job Description:

As a Wealth Management Client Services Representative, you will work in an inbound contact center providing exceptional service to our Merrill Wealth Management clients regarding their accounts which may include but is not limited to credit and debit cards and small business accounts. Client Services Representatives will handle inbound calls from clients, branch offices, banking centers, and various internal associates. CSR’s must handle all scenarios within the bank's policies and procedures. The expectation of a CSR is to be actively engaged in a conversation with our client or internal partner while accurately processing through various systems in a timely and efficient manner. Associates must be able to think critically to determine the best course of action to solve the issue at hand.

Key Responsibilities include:

+ Provide clients and internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call

+ Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients

+ Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk

+ Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts

+ Display passion, commitment and deliver an experience that improves our customers’ financial lives

Required Skills:

+ Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

+ Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information

+ Strong analytical ability and organizational skills

+ Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients

+ Proven ability to handle professionally and tactfully confrontational and/or stressful interactions and ability to de-escalate difficult client situations

+ Able to prioritize issues and handle several sensitive processes at once in a timely fashion

+ Must be able to work independently with minimal supervision, excellent decision-making skills, work for accuracy and must be able to meet deadlines

+ Customer service skills and the ability to resolve problems and prevent client dissatisfaction

+ Handling escalated clients and demonstrates the ability to de-escalate when possible

+ Ability to manage/direct multiple functions effectively while delivering results

+ Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing environment

+ Ability to handle confidential matters and sensitive information in a responsible manner

Desired skills:

+ Experience working in a client focus environment

+ Knowledge of financial terms and concepts

+ Understanding of retirement plans and products

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity 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 (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_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 .

Wealth Management Client Servicing Representative

Chandler, Arizona;Tampa, Florida; Jacksonville, Florida; Scranton, Pennsylvania

**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary:

Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem-solving skills. Accountabilities include but are not limited to providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions. Recommend some previous experience in the customer service field but not required. Elevated service issues handled by experienced associates or above.

Job Description:

As a Wealth Management Client Services Representative, you will work in an inbound contact center providing exceptional service to our Merrill Wealth Management clients regarding their accounts which may include but is not limited to credit and debit cards and small business accounts. Client Services Representatives will handle inbound calls from clients, branch offices, banking centers, and various internal associates. CSR’s must handle all scenarios within the bank's policies and procedures. The expectation of a CSR is to be actively engaged in a conversation with our client or internal partner while accurately processing through various systems in a timely and efficient manner. Associates must be able to think critically to determine the best course of action to solve the issue at hand.

Key Responsibilities include:

+ Provide clients and internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call

+ Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients

+ Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk

+ Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts

+ Display passion, commitment and deliver an experience that improves our customers’ financial lives

Required Skills:

+ Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

+ Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information

+ Strong analytical ability and organizational skills

+ Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients

+ Proven ability to handle professionally and tactfully confrontational and/or stressful interactions and ability to de-escalate difficult client situations

+ Able to prioritize issues and handle several sensitive processes at once in a timely fashion

+ Must be able to work independently with minimal supervision, excellent decision-making skills, work for accuracy and must be able to meet deadlines

+ Customer service skills and the ability to resolve problems and prevent client dissatisfaction

+ Handling escalated clients and demonstrates the ability to de-escalate when possible

+ Ability to manage/direct multiple functions effectively while delivering results

+ Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing environment

+ Ability to handle confidential matters and sensitive information in a responsible manner

Desired skills:

+ Experience working in a client focus environment

+ Knowledge of financial terms and concepts

+ Understanding of retirement plans and products

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity 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 (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_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 .

**About this role:**

Wells Fargo is seeking a Senior Lead Information Security Analyst to lead our ongoing Vulnerability & Patch Management partnership with Cloud Security. This highly visible role will act as liaison between Vulnerability & Patch Management organization and Cloud Security Executive leadership.

**In this role, you will:**

+ Provide oversight to the Information Security program for a major line of business

+ Consult with line of business on the consistent implementation of the enterprise information security model and solutions to remediate information security risks

+ Manage overall relationship with Cloud Security on behalf of Vulnerability & Patch Management organization - ensuring required deliverables are met on time

+ Ensure that risks to all information assets are being managed in a timely and effective manner to meet the Information Security Program requirements and the current threat landscape

+ Ensure information security capabilities are included in all aspects of the company's technology architecture

+ Proactively manage the information security risk profile of line of business information assets throughout the lifecycle of the asset

+ Provide vision, direction, and expertise to more experienced leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide strategies

+ Ensure the team has the necessary training and is keeping abreast of regulatory and compliance issues

+ Engage with all levels of professionals and managers companywide and serve as an experienced advisor to leadership

**Required Qualifications, US:**

+ 7+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 4+ years of experience interfacing with all levels of management, including executive level

+ 2+ years of vulnerability and patch management experience

**Desired Qualifications:**

+ Cyber Security and/or Risk Industry Certifications

**Job Expectations:**

+ Ability to travel up to 10% of the time

+ This position is not eligible for Visa sponsorship

+ This position offers a hybrid work schedule

**Posting Locations:**

+ 1525 W T Harris Blvd. - Charlotte, North Carolina 28262

+ 2600 S Price Rd.- Chandler, AZ 85286

+ 550 S 4th St.- Minneapolis, MN 55415

+ 1301 Solana Blvd - Westlake, TX 76262

**Pay Range**

$120,400.00 - $250,000.00

**Benefits**

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

+ 401(k) Plan

+ Paid Time Off

+ Parental Leave

+ Critical Caregiving Leave

+ Discounts and Savings

+ Health Benefits

+ Commuter Benefits

+ Tuition Reimbursement

+ Scholarships for dependent children

+ Adoption Reimbursement

**Posting End Date:**

2 May 2024

*** Job posting may come down early due to volume of applicants.**

**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, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

**Drug and Alcohol Policy**

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

**Company:** WELLS FARGO BANK

**Req Number:** R-345358-2

**Updated:** Wed Apr 17 00:00:00 UTC 2024

**Location:** CHANDLER,Arizona

**Why USAA?**

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

**The Opportunity**

We are looking for an Economist - Quantitative Risk Analyst Senior with a keen eye for macroeconomic analysis, economic forecasting, and scenario design. The ideal candidate will have a deep understanding of advanced statistical software, such as large-scale macro econometric models, Tableau, and Python.

In addition to possessing practical experience with these tools, the right candidate should have a strong background in model validation or development, and the production of model-related reports. Experience with analytics and industry methodology to assess risks relevant to the financial industry is also highly valued.

If you're an Economist with a passion for forecasting, finding trends and a track record of success in these areas, we encourage you to apply

We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.

Relocation assistance is **not** available for this position.

**What you'll do:**

+ Applies analytics to assess future risk, opportunities, and efficiency and translates results into significant solutions to improve decision making.

+ Applies industry knowledge and industry standard methodologies to quantify risk and aggregate exposures.

+ Engages in model validation and produces model validation reports.

+ Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and motivate change.

+ Translates recommendations into communication materials to optimally present to colleagues for peer review and management.

+ Applies industry knowledge to produce analytical material for discussions with cross functional teams to understand sophisticated business objectives and influence solution strategies.

+ Provides mentorship to other team members in the peer review process.

**What you have:**

+ Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative field.

+ 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.

+ 6 years related quantitative analysis experience in a field relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative field.

+ OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative field and 4 years work experience in a quantitative field relevant to risk management.

+ OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative field and up to 2 years work experience in a quantitative field relevant to risk management.

**What sets you apart:**

+ Advanced degree experience in Economics (Preferred)

+ Experience in macroeconomic analysis, economic forecasting, and scenario design

+ Deep knowledge, practical experience, and understanding of advanced statistical software / coding, such as large-scale macro-econometric models, Tableau, and Python

+ Experience with detailed analytics and industry standard methodology to assess risks relevant to financial industry

+ Background in model validation or model development and the production of model-related reports (Preferred)

+ Leadership skills needed for peer and team member mentorship

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**What we offer:**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $208,580 **.**

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

**Why USAA?**

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

**The Opportunity**

We are looking for an Economist - Quantitative Risk Analyst I with a keen eye for macroeconomic analysis, economic forecasting, and scenario design. The ideal candidate will have a deep understanding of advanced statistical software, such as large-scale macro econometric models, Tableau, and Python.

In addition to possessing practical experience with these tools, the right candidate should have a strong background in model validation or development, and the production of model-related reports. Experience with analytics and industry methodology to assess risks relevant to the financial industry is also highly valued.

If you're an Economist with a passion for forecasting, finding trends and a track record of success in these areas, we encourage you to apply

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.

Relocation assistance is not available for this position.

**What you'll do:**

+ Utilizes advanced analytics to assess future risk, opportunities, and effectiveness and translates results into meaningful solutions to enhance decision making.

+ Assesses and mitigates exposures through the identification of key and emerging risks in alignment with the risk strategy and appetite.

+ Applies knowledge to produce analytical material for discussions with cross functional teams to understand complex business objectives and influence solution strategies.

+ Produces and communicates analytical content for discussions with cross functional teams, governance committees and business process owners to influence business strategies.

+ May create statistical reporting and financial analysis to forecast results for required stress test scenarios, including analyzing and challenging stress testing results and partnering with relevant functions to validate those results.

+ May engage in model validations, produce model validation reports, measure and aggregate model risks, and/or report on model issues to committees, auditors, and regulators.

**What you have:**

+ Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline.

+ 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.

+ 4 years related quantitative analysis experience in a discipline relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative discipline.

+ OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative discipline and 2 years work experience in a quantitative discipline relevant to risk management.

+ OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative discipline.

**What sets you apart:**

+ Advanced degree in Economics or Data Analytics

+ Experience in macroeconomic analysis, economic forecasting, and scenario design

+ Knowledge, practical experience, and understanding of advanced statistical software / coding, such as large-scale macro econometric models, Python, and Tableau

+ Experience with advanced analytics and industry best practice to assess risks relevant to financial industry

+ Excellent command of written and verbal communication.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**What we offer:**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $89,990 - $172,000 **.**

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client referrals.

**Key Responsibilities and Duties**

+ Manages time and resources efficiently and effectively

+ Develops and implements strategic and tactical plans with strong considerations to client challenges.

+ Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.

+ Reviews client information, including financial statements, risk investment profile and cash availability.

+ Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.

+ Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.

+ Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

**Educational Requirements**

+ University (Degree) Preferred

**Work Experience**

+ 3+ Years Required; 5+ Years Preferred

**FINRA Registrations**

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

**Physical Requirements**

+ Physical Requirements: Sedentary Work

**Career Level**

7IC

Related Skills

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

**Anticipated Posting End Date:**

2024-05-31

Base Pay Range: $88,900/yr. - $108,000/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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

**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 (https://www.dol.gov/general/topics/posters) .

**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 (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .

For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .

For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .

For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .

Sutherland Mortgage Services Inc. is a premier nationwide provider of end-to-end mortgage solutions including originations, underwriting, processing, closing, post-closing and loan servicing support. With over 30 years of experience, we have developed an integrated BPO platform and have built mutually beneficial relationships with some of the world’s most recognized companies.

We offer an unmatched ability to deliver the highest value and greatest returns to our customers and do it through the contributions of our people, who work collaboratively throughout the country in our state-of-the-art, Work at Home program. We pride ourselves on having a considerate, friendly, diverse and inclusive environment where your career development and work-life balance will be supported.

We are now seeking a High Net Worth Wealth Management Business Underwriter to become one of the newest members of our team, supporting one of our customers, a global financial services leader.

This position pays $90-$100,000 per year and is overtime eligible.

In this position, you will review and analyze all credit and collateral documents, then issue lending decisions based on the documented borrower profile within the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations used to decision the loan such as DTI, LTV, and Reserves, and providing a written summary of loan findings which summarize loan characteristics in the areas of credit, income, assets, collateral, and the overall transaction. We'll look to you to:

+ Review credit reports to determine credit pattern, current liabilities, outstanding judgments and collections

+ Review residential mortgage appraisal forms

+ Analyze asset statements for all types of asset accounts

+ Analyze income from salaried, commissioned, self-employed, investments, fixed income sources

+ Determine monthly income based on bank statements and/or asset depletion

+ Knowledge of the requirements to meet CFPB's Ability to repay standard

+ Provide a written summary of loan details which clearly documents any exceptions to company guidelines and appropriate compensating factors

+ Minimum of 8 years current mortgage underwriting experience, jumbo mortgage preferred

+ BA/BS degree, equivalent education and experience may be considered

+ Ability to interact with all levels of staff and management, and communicate effectively with both internal and external customers

+ Excellent organizational skills with attention to detail

+ Ability to prioritize workload and meet deadlines, to multitask, problem-solve proactively, and think creatively

+ Advanced tax return analysis skills

+ Experienced residential appraisal review

+ Knowledge of the requirements to meet CFPB's Ability to repay standard

**_About Us_**

_As a digital transformation company and just re-certified as a_ **_Great Place to Work,_** _Sutherland has been helping customers globally achieve greater agility and transform automated customer experiences for over 35 years. We work with some of the world’s most known brands in dozens of industries, including Banking & Financial Services; Insurance; Communications, Media & Entertainment; Healthcare; Retail & Consumer Packaged Goods; Technology; Travel, Transportation, Hospitality & Logistics; and Mortgage Services, helping them to better support and serve their customers._

EEOC and Veteran Documentation

During employment, employees are treated without regard to race, color, religion, sex, national origin, age, marital or veteran status, medical condition or handicap, or any other legally protected status.

At times, government agencies require periodic reports from employers on the sex, ethnicity, handicap, veteran and other protected status of employees. The purpose of this Administrative EEO Record is for statistical analysis only and is used to comply with government record keeping, reporting, and other legal requirements. Periodic reports are made to the government on the following information. The completion of the Administrative EEO record is optional. If you choose to volunteer the requested information, please note that all

Administrative EEO Records are kept in a Confidential File and are not part of your Application for Employment or Personnel file.

Please note: YOUR COOPERATION IS VOLUNTARY. INCLUSION OR EXCLUSION OF ANY DATA WILL NOT AFFECT ANY EMPLOYMENT DECISION.

**Primary City/State:**

Phoenix, Arizona

**Department Name:**

IT Threat & Vulnerability Mgmt

**Work Shift:**

Day

**Job Category:**

Information Technology

Come do great work on behalf of better health!

**POSITION SUMMARY**

This position is responsible for implementation of information security policies, standards, and procedures on all organizational information systems. This position is also responsible for auditing user access, security logs and user permissions. Duties include developing security processes, participating in security investigations, and maintaining documentation. This position supports and maintains the information security infrastructure, including both applications and networking components. This position performs ticket focused tactical incident support, monitors Security Operation Center (SOC) communications and audits Information Technology (IT) controls. _Performs all functions according to established policies, procedures, regulatory and accreditation requirements, as well as applicable professional standards._

**MINIMUM QUALIFICATIONS**

+ Must possess strong knowledge of business, information security and/or computer science as normally obtained through the completion of an associate degree in Information Security, Computer Information Systems, or another relevant field.

+ 1 year of relevant experience of any combination of IT, Information Security, Compliance, or Risk Management experience.

+ Certification in one of the following areas within in one year of entering the position: Certified Information Systems Security Professional (CISSP), Systems Security Certified Practitioner (SSCP), HealthCare Information Security & Privacy Practitioner (HCISSP), Payment Card Industry - Internal Security Assessor (PCI-ISA), CompTIA Security+, HIPAA Security, Information Security Technology Fundamentals, Internet Security or ITAA Information Security Awareness.

+ Must demonstrate general knowledge of information technology and healthcare.

+ Needs experience in small scale project planning and reporting either individually or in a team.

+ Requires communication and presentation skills to engage technical and non-technical audiences.

+ Requires ability to communicate and interact across facilities and at various levels. As is typical in this industry, variable shifts and hours and carrying/responding to cell phone may be required.

**PREFERRED QUALIFICATIONS**

+ Palo Alto and endpoint product experience

+ Firewalls, Network-based Intrusion Prevention System (NIPS), and web filter experience

+ Vulnerability scanning and patch management experience

+ Security Information and Event Management (SIEM) experience

+ Windows & Linux experience

+ HIPAA, PCI-DSS, or previous healthcare experience

+ Security+, GIAC Security Essentials (GSEC), Associate of (ISC)2, CompTIA A+ and/or Network+ certification and training

+ Additional related education and/or experience.

EOE/Female/Minority/Disability/Veterans (https://www.bannerhealth.com/careers/eeo)

Our organization supports a drug-free work environment.

Privacy Policy (https://www.bannerhealth.com/about/legal-notices/privacy)

Banner Health is one of the largest, nonprofit health care systems in the country and the leading nonprofit provider of hospital services in all the communities we serve. Throughout our network of hospitals, primary care health centers, research centers, labs, physician practices and more, our skilled and compassionate professionals use the latest technology to make health care easier, so life can be better. The many locations, career opportunities, and benefits offered at Banner Health help to make the Banner Journey unique and fulfilling for every employee.

EOE/Female/Minority/Disability/Veterans

Banner Health supports a drug-free work environment.
https://www.bannerhealth.com/careers/eeo

**Specialty/Competency:** Assurance

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

**Time Type:** Full time

**Travel Requirements:** Up to 20%

A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from small, fast growing clients to large entities. Our clients are often well known brands and many have broad international reach. We focus on using the latest technology to reduce the level of manual testing ensuring you’ll focus on the most valuable areas of client service and on enhancing corporate governance and the reliability of our clients’ information.

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 Associate, 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:

+ Use feedback and reflection to develop self awareness, personal strengths and address development areas.

+ Delegate to others to provide stretch opportunities, coaching them to deliver results.

+ Demonstrate critical thinking and the ability to bring order to unstructured problems.

+ Use a broad range of tools and techniques to extract insights from current industry or sector trends.

+ Review your work and that of others for quality, accuracy and relevance.

+ Know how and when to use tools available for a given situation and can explain the reasons for this choice.

+ Seek and embrace opportunities which give exposure to different situations, environments and perspectives.

+ Use straightforward communication, in a structured way, when influencing and connecting with others.

+ Able to read situations and modify behavior to build quality relationships.

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

**Additional Responsibilities** :

We’re leading the way as technology-enabled 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 Assurance provides unparalleled technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solving our clients’ needs.

**Job Requirements and Preferences** :

**Basic Qualifications** :

**Minimum Degree Required** :

Bachelor Degree

**Required Fields of Study** :

Accounting

**Minimum Years of Experience** :

2 year(s)

**Certification(s) Required** :

Bachelor Degree with minimum of 120 hours of coursework

**Preferred Qualifications** :

**Certification(s) Preferred** :

Meet all educational requirements to satisfy the 150 credit hour requirement necessary for the CPA license, or provide documentation satisfactory to the Firm that your CPA license can be obtained in the state in which your office will be located through reciprocity based on either a CPA license held, or CPA exam passed, in another state.

CPA license. International hires or hires from a PwC affiliate firm must have obtained the equivalent accounting credential in the individual's home country.

**Preferred Knowledge/Skills** :

Demonstrates thorough knowledge and/or a proven record of success of Generally Accepted Accounting Principles in the United States (U.S. GAAP), United States Generally Accepted Auditing Standards (U.S. GAAS) and the Public Company Accounting Oversight Board (PCAOB) standards, emphasizing an overall extensive understanding - for the respective industry - of the applicable business and accounting issues, and technical accounting and financial reporting standards.

Demonstrates thorough abilities and/or a proven record of success as a team leader and team member in a professional services consulting firm including the following areas:

Whole Leadership: using feedback and reflection to develop my self awareness, personal strengths and address development areas; delegating to others to provide stretch opportunities and coaching to help deliver results; and, proactively raising issues to improve effective team working;

Global Acumen: seeking and taking opportunities, which expose me to other businesses, industries and markets; facilitating collaboration across virtual teams (utilizing appropriate technology as applicable); building and maintaining a professional internal and external network;

Relationships: using straightforward communication, in a structured way, when influencing others; reading situations and being sensitive to others, modifying my behavior to build quality, diverse relationships; and, communicating with my clients, regularly updating them and sharing progress;

Business Acumen: learning about my clients' businesses and how they operate in the industry/marketplace, trying out new ideas and proposing innovative solutions to problems; gathering information from a range of sources when analyzing and solving complex problems; and,

Technical Capabilities: testing my own and others' work for quality, accuracy and relevance; developing knowledge of the firm's line of service capabilities and our portfolio of offerings; making the most of opportunities for technical development through on the job learning and exposure; and, sharing relevant thought leadership with my colleagues to enhance knowledge.

+ Experimentation with automation & digitization in a professional services environment including but not limited to:Innovating through new and existing technologies, along with experimenting with digitization solutions; and,

+ Working with large, complex data sets to build models and leverage data visualization tools.

So what does a typical day look like? http://PwC.to/joe

Learn more about how we work: https://pwc.to/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: https://pwc.to/H-1B-Lottery-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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

For positions in California, Colorado, Hawaii, Nevada, New York State, or Washington State, or for opportunities that will report to a supervisor, office or other work site in New York State, please visit the following link for pay range information: https://pwc.to/payrange-v1-assuranceseniorassociate

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