Investment Fund Managers

Job Description:
Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.
• The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
• You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Lynch.

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

Senior Enterprise Resource Planning Analyst - SAP and Ariba

Location:

Tempe, AZ, US

Date: Apr 3, 2025

**Requisition ID** : 18573

**Join us in building a better future for Arizona!**

SRP is one of the largest public power and water utilities in the U.S. providing electricity to approximately one million customers in the greater metropolitan Phoenix area. Since its founding in 1903, SRP has fostered a culture of stewardship and customer service consistently ranking as an industry leader in customer service according to J.D. Power and named one of Arizona's best employers by Forbes. SRP continues to adapt to its changing business environment by seeking innovative ways to reimagine utility service and the provision of critical resources essential to the life and economy of Arizona.

**Why Work at SRP**

At SRP, we foster an inclusive work environment and believe everyone should have a fair chance to work, regardless of who they are. That’s why we value teams with diverse perspectives, experiences, and backgrounds to help SRP deliver on its mission of providing reliable, affordable and sustainable water and power.

SRP's success is rooted in our employees' happiness, health, and safety. That's why we offer a comprehensive benefits package to meet the needs of our employees and enhance their well-being. In addition to competitive pay and performance incentives, eligible employees can take advantage of the following benefits:

+ Pension Plan (at no cost to the employee)

+ 401(k) plan with employer matching

+ Available your first day: Medical, vision, dental, and life insurance

+ Over 200+ hours of PTO (includes vacation days, holidays, floating holidays, and sick leave)

+ Parental leave (up to 4 weeks) and adoption assistance

+ Wellness programs (including access to a recreation and fitness facility)

+ Short and long-term disability plans

+ Tuition assistance for both undergraduate and graduate programs

+ 10 Employee Resource Groups for career development, community service, and networking

**Summary**

The ERP Analyst provides comprehensive SAP and Ariba support, including functional, business, and technical assistance to configure, implement, maintain, and upgrade all Ariba modules and SAP MM module. This role is a strategic partner and business liaison in technology decisions, offering ongoing system support and developing integrated IT and business solutions.

**What You'll Do**

**Business Support and Consulting:**

+ Define and drive the adoption of standard processes in Ariba and SAP MM within Supply Chain.

+ Analyze complex, end-to-end business processes across all Supply Chain with a Procurement focus and SAP MM module.

+ Understand the current and future business environment to anticipate and meet business needs using an integrated approach.

+ Propose and influence IT solutions to complex business problems, negotiating requirements and deliverables across multiple stakeholders.

+ Evaluate system customizations to help partners understand the risks and costs, advocating for standard functionalities to reduce future implementation and upgrade costs.

**Functional Analysis:**

+ Identify opportunities to automate and optimize Ariba, SAP MM.

+ Map business requirements to current ECC implementation and future SAP S4 capabilities.

+ Review design and technical specifications for alignment with business solutions.

+ Perform system configuration and conduct quality reviews and testing activities.

**What It Takes To Succeed**

**SAP:**

+ Familiarity with SAP tables and structure.

+ Experience with SAP GUI and documenting integrations.

+ Proficiency in SAP MM.

+ Experience with Hana and S4HANA ERP implementation and upgrades.

+ Understanding of SAP procurement processes and integration impacts with Ariba.

+ SAP certification strongly preferred.

**Ariba:**

+ Strong familiarity with Ariba Guided Sourcing and knowledge of the entire Ariba suite of modules.

+ Understanding of SAP procure to pay processes, including procurement, supplier management, material management, and invoicing.

+ Cloud solution administration and configuration.

+ Ariba certification strongly preferred.

**Other Technical Knowledge:**

+ High level knowledge of OpenText VIM.

+ Analytical skills including SAP SAC, Microsoft PowerBI, and Snowflake.

**Non-Technical Skills:**

+ Ability to interact with both technical and non-technical team members to resolve issues.

+ Effective written and spoken communication with all levels of individual contributors and leadership.

+ Project management experience with small to medium projects.

**Experience**

For a Level 3 (Senior), a minimum of five years of related experience is required (if no degree, nine years of relevant experience or equivalent combination of education and related experience totaling nine years).

**Education**

A bachelor’s degree related to the assignment from an accredited institution is preferred.

**Hybrid Workplace**

SRP currently offers a hybrid workplace, which allows employees whose jobs can be performed remotely, and who have sufficient technical capability, to telework up to three days per week. Although teleworking is available, all employees must live and work in Arizona. We are taking steps to protect the health and well-being of all team members, and by following a number of health and safety protocols, to reduce the risk of the coronavirus (COVID-19).

**Drug/Alcohol Policy Statement**

To promote the safety and well-being of our employees, customers, and the communities we serve, SRP is committed to maintaining a drug/alcohol free work environment. Although marijuana may now be legal in Arizona, except as otherwise specified under Arizona law, SRP considers it to be an illegal drug for the purpose of our drug/alcohol policy because marijuana remains illegal at the federal level. Any candidate found to be impaired during the hiring process or who has the presence of an illegal drug or unauthorized substance in their system during the pre-employment drug/alcohol test may be disqualified from further consideration in the hiring process.

**Equal Opportunity Employer Statement**

Salt River Project (SRP) is committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, military status, or any other protected status under applicable federal, state or local law.

**Work Authorization**

All candidates must be legally authorized to work in the United States.

Currently, SRP does not sponsor H1B visas, OPT, or other employment-related visa's.

**Nearest Major Market:** Phoenix

RELOCATION ASSISTANCE: No relocation assistance available

CLEARANCE TYPE: Top Secret

TRAVEL: Yes, 25% of the Time

**Description**

At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work — and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.

Embark on a career putting innovative, reliable, and agile products and ideas into orbit, and beyond. Northrop Grumman has opportunities waiting for you that play a vital role in human space exploration, national defense, and scientific discovery, supporting multiple programs across the universe. With us, you’ll discover a culture of curiosity and collaboration that will have you Defining Possible from the day you start. Our space systems connect and protect millions of people on earth every day, now and for the future. Explore your future and launch your career today.

Are you interested in expanding your career through experience and exposure, all while supporting a mission that seeks to ensure the security of our nation and its allies? If so, then Northrop Grumman Space Sector is the place for you. With us, you’ll discover a culture of curiosity and collaboration that will have you Defining Possible from the day you start. Northrop Grumman is currently seeking an **Industrial Security Analyst - Level 2** , to join our Tactical Space Systems team in **Gilbert, AZ** . This position is 100% onsite and cannot accommodate telecommute work. Join the Space revolution and make the impossible, possible. #definingpossible

The Industrial Security Analyst – Level 2 role will work as the Contractor Program Security Officer (CPSO) in the Gilbert facility.

**In this job, you will:**

+ Develop and administer security programs and procedures for classified or proprietary materials, documents, and equipment

+ Study and implement federal security regulations that apply to company operations

+ Obtain rulings, interpretations, and acceptable deviations for compliance with regulations from government agencies

+ Prepare manuals outlining regulations, and establishing procedures for handling, storing, and keeping records, and for granting personnel and visitors access to restricted records and materials

+ Conduct security education classes and security audits. Investigate security violations and prepare reports specifying preventive action to be taken

+ Provide security support during launch operations

+ Responsible for accurate data input into an access control database

+ Maintain document control inventories

+ Reconcile multiple databases for accuracy

+ Provide briefings/debriefings to personnel for activities such as: new hires, terminations, foreign defensive travel

+ Coordinates escort activities within closed area

+ Interface with Program Management Team, Customer, and suppliers

+ Write security operational plans for program implementation

+ Responsible for TS inventory and self-inspections

+ Must be able to adapt to a fast paced and challenging work environment and must demonstrate exceptional interpersonal and leadership skills

+ Support the day- to-day security functions of multiple Special Access Programs (SAPs)/ IC customer focused on Personnel Security and Security Education

+ Be responsible for interpreting and applying manuals outlining regulations and establishing procedures for handling, storing, and maintenance of records and for granting personnel and visitors’ access to restricted records and materials

+ Have a working knowledge of the National Industrial Security Program Operating Manual (NISPOM), DoD Manuals (5205.07), SAP Volumes 1-4, IC Security manuals and security classification guides

+ Travel to launch site locations attend security working groups, perform launch security operations

+ Prepare security documentation for pre-launch Launch and post launch operations

+ Other duties as assigned

**Basic Qualifications:**

+ Bachelor’s degree with 2+ years of professional experience – OR – Master’s degree

+ Will consider an additional 4+ years of experience in lieu of degree

+ Ability to obtain and maintain Special Access Program (SAP) approval within a reasonable period of time, as determined by the company to meet its business needs

+ Requires an active Top-Secret/Sensitive Compartmented Information (SCI) clearance at time of application

**Preferred Qualifications:**

+ Possess a thorough understanding and working knowledge of NISPOM, DoDM 5205 series, and ICD security standards as well as OPSEC, personnel, industrial, physical, Information Security principles

+ Understanding and familiarity of DD-254 Implementation Requirements

+ Demonstrated positive working relationship with internal and external customers

+ Proficient with NISS, DISS, JADE and SIMS

**Inclusive Qualities:**

+ Must be willing to work with limited supervision and can make sound decisions, take independent action, analyze problems, and provide focused solutions.

+ Excellent customer service and communication skills

+ Ability to work independently and follow projects through to completion.

+ Ability to maintain flexibility to deal with changing priorities and deadlines.

+ Strong working knowledge of basic office automation tool suites such as MS Office (Word, Excel, PowerPoint)

**_About Tactical Space Systems:_** _Provider of small-and-medium class satellites for commercial and government customers and pioneer in human and robotic in-space satellite servicing and logistics systems. We support 4 orbits of satellites and national security and space security systems._

**_About Security:_** _Committed to protecting people, information, and assets; focusing on excellence through innovative solutions to an evolving threat environment and driving risk reduction by leveraging network environments, standardization, and customer requirements._

**Curious about all the exciting developments with the Northrop Grumman Space Sector? Click the link below:**
https://www.northropgrumman.com/space

Salary Range: $63,800.00 - $95,800.00

The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.

Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.

The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.

Northrop Grumman is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO/AA and Pay Transparency statement, please visit http://www.northropgrumman.com/EEO. U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ A valid and active Series 7 and Series 63

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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

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

Equal Opportunity Employer/Disability/Veterans

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion

As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information:**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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

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

Equal Opportunity Employer/Disability/Veterans

Description

About the Company:

ANS provides industry-leading nutritional solutions to promote health and wellbeing, enabled by a world class team dedicated to service, excellence, quality, and innovation. As an organization we take pride in achieving our objective of “More than Supplements... Solutions”...Safely. We want to be a “solution” through an engaged, accountable and CARING culture.

If you are looking for an exciting career opportunity with a company that offers exceptional benefits packages, then you have come to the right place!

· Most Competitive Pay in the Industry

· 401K Program

· Paid holidays

· Paid Time Off

· Medical/Dental benefits

· Employee and Family Events

· Annual Awards Program

· Best Employee Referral Program

The Opportunity…

· Strong track record of internal promotions

· Comprehensive Training program to encourage promotions

· Detailed Progression model to outline promotional opportunities

· Cross-functional opportunities to multiple different areas in the company

Supports R&D Managers with day to day tasks as needed.

· Follow all company policies and procedures.

· Follow and ensure compliance to quality system and cGMP programs.

· Research of raw materials, allergens, country of origin, sub-ingredient list, vegetarian status, etc.

· Ensure that required Technical Specifications are completed and submitted to the appropriate Salesperson or customer.

· Complete, populate and maintain the Raw Material Specifications, document repository, etc.

· Complete, populate and maintain the Finished Good Specification Sheets (FGSS), document repository, etc.

· Reference and utilize internal and external databases and references to answer customer inquiries.

· Populate and maintain databases as assigned.

· Assists other groups within R&D as directed.

Qualifications:

· Non-supervisory role.

· Must have applicable Associate’s degree or minimum 2 years of relevant experience.

· No certifications or licenses required.

· Must have moderate math skills.

· Moderate reading skills required.

· Must have basic computer skills in MS Office.

· Must have moderate language skills.

· Must have moderate writing skills.

· Must be willing to learn new tasks and procedures.

· Ability to efficiently and effectively perform all essential position duties and responsibilities with or without reasonable accommodation without posing a direct safety threat to others or self.

· Maintains a regular and dependable work attendance record with few instances of unplanned and/or unexpected absence

Additional Information
Type of Employee
Direct Hire
Department
R&D
Shift
1st

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time 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 onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. 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. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.

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:

Bilingual Spanish Preferred.
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.