Investment Fund Managers

Description

Hybrid Job - Must be local to Tempe, AZ area

Equipment provided

6-8 weeks of training, open book tests

Will be required to take the SIE exam at 4th month of employment

Our Financial Service Professionals spend their days on a dynamic set of activities including:

- World-Class Service: You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.

- Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.

- Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.

- Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

- Career & Community: You’ll also have regular time for coaching, career development activities, participate in ERG events and and other opportunities to connect with colleagues and build community.

Pay and Benefits

The pay range for this position is $24.00 - $24.00/hr.

• Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Tempe,AZ.

Application Deadline

This position will be accepting applications until Dec 9, 2024.

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Sr. Financial Analyst (Remote)

Job ID

192763

Posted

11-Nov-2024

Service line

GWS Segment

Role type

Full-time

Areas of Interest

Accounting/Finance

Location(s)

Phoenix - Arizona - United States of America

**About the Role:**

As a CBRE Finance Sr. Analyst, you’ll apply advanced cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients and properties.

This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.

**What You’ll Do:**

+ Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages.

+ Create and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted.

+ Generate and review financial packages for accuracy and comprehensive reporting. Prepare packages on a schedule to ensure timely delivery to the client and other management teams.

+ Review and audit funding and payment requests for accuracy, documentation, and authorization in accordance with established operating procedures.

+ Respond to and resolve complex issues and requests from management teams and clients regarding various accounting issues and reports.

+ Recognize potential issues and conflicts and take corrective action to minimize issues.

+ Facilitate the maintenance and reporting of benchmarks and performance metrics.

+ Apply general knowledge of standard principles and techniques/procedures to accomplish assigned tasks and solve routine problems.

+ Have a broad knowledge of own job discipline and some knowledge of several job disciplines within the function.

+ Lead by example and model behaviors that are consistent with CBRE RISE values. May convince to reach an agreement.

+ Impact the quality of own work and the work of others on the team.

+ Work primarily within standardized procedures and practices to achieve objectives and meet deadlines.

+ Explain complex information to others in straightforward situations.

**What You’ll Need:**

+ Bachelor's Degree preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.

+ Understanding of existing procedures and standards to solve slightly complex problems.

+ Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.

+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.

+ Strong organizational skills with an inquisitive mindset.

+ Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.

**Equal Employment Opportunity:** CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [email protected] or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

**NOTE:** Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

CBRE GWS

CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.

Find out more (https://www.cbre.com/real-estate-services/directory/global-workplace-solutions)

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

+ If you believe that financial advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience. This is the team for you.

As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a hybrid team based office environment to support the full book of clients.

**Job responsibilities:**

• Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals

• Convert high quality leads into new clients and help to maintain those relationships

• Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients

• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach

• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day

• Educate clients on digital products available to them to better monitor, maintain and achieve their financial goals

**Required qualifications, capabilities, and skills:**

• A valid and active Series 7

• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment

• This role requires you to be licensed in all states

**Preferred qualifications, capabilities, and skills:**

• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning

• Bachelor's degree preferred

• CFP preferred

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 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

Responsibilities:

Primarily support the FP&A Director and the CFO, including partnership opportunities with other business leaders. This position provides tremendous opportunities for growth, learning and benefiting others.

• Assisting in the communication of the operating company’s financial performance, plan, and targets to various levels of the organization.

• Investigating and analyzing monthly variances to the forecast, plan, prior period, and prior year as required.

• Conducting ad-hoc analysis for strategic and operational initiatives.

• Working with the functional managers and site-level financial teams to develop monthly forecasts and annual budgets.

• Partnering with business leaders on strategic planning and key initiatives.

• Learning as needed and applying FBS (Fortive Business System) for continuous improvements.

• Perform other related duties as assigned.

Qualifications

• Prior experience in problem solving.

• Strong Excel and financial modeling or data analytics skilled skills.

• Ability to build strong relationships in a team environment.

• Strong eye for business.

• Intellectual curiosity.

• Motivation for continuous improvements.

• Strong analytical and problem-solving skills

• Attention to detail to ensure accuracy in business results reporting, forecasting, and planning.

• Solid understanding of GAAP.

• Government accounting knowledge preferred.

• Basic understanding of database structure and datamining.

Education and Experience:

• Bachelor’s degree in accounting, Finance, Economics or similar field.

• 2 - 5 years of FP&A or analyst experience.

Working Conditions:

Benefits:

• PTO

• 401K

• Health Insurance (medical, dental, optical)

• Tuition reimbursement

• Parental leave (mothers, fathers, and adoptive parents)

\#LI-KJ1

**Fortive Corporation Overview**

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

Fortive: For you, for us, for growth.

This position is also eligible for bonus as part of the total compensation package.

The salary range for this position (in local currency) is 54,100.00 - 100,500.00. Base pay offered may vary depending on various factors, including, but not limited to: job-related knowledge; skills; experience; and other eligibility factors such as geographic location. The Total Rewards package includes competitive base pay and an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and several programs that provide for both paid and unpaid time away from work.

We are an Equal Opportunity Employer

Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].

Wealth Management Client Associate

Phoenix, Arizona

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comesfrom transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**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

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) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Windstream Holdings, Inc., is a leading provider of advanced network communications and technology solutions for consumers, small businesses, enterprise organizations and carrier partners across the U.S.

+ Kinetic is a premier internet solutions provider on a mission to deliver ultra-fast, reliable internet to consumers and small businesses across the U.S., helping them Internet better™.

+ Windstream Enterprise is a leading managed services provider providing strategic communications and security products to mid-size businesses and enterprise clients.

+ Windstream Wholesale provides high-capacity, high-performance networking solutions and services to other telecom carriers, data centers, content providers and enterprises.

The Windstream team provides innovative software and network solutions to connect people and empower business in a world of infinite possibilities!

**_________________________________________________________**

**_***This position can be filled remotely anywhere within the country.***_**

**About the Role:**

The Security Analyst II role in our Cybersecurity Operations Center (CSOC) entails oversight for Tier I response and customer-facing support for Windstream’s suite of managed network security products and services.

**What You'll Do:**

+ Maintain an effective, courteous, and timely channel of communication with customers from initial inbound call or outbound contact to satisfactory resolution of all issues

+ Follow established identity assurance and access control procedures to guarantee the confidentiality and integrity of our customers’ sensitive data

+ Quickly and efficiently identify, troubleshoot, and resolve emergent customer network security issues with an objective of first call resolution

+ Monitor and manage multiple Event Monitoring and Incident Response ticket queues and triage/address as appropriate to meet established service level agreements for the systems in question

+ Maintain currency in CSOC and Windstream product and service offerings, as well as support objectives and requirements thereof

+ Answer incoming customer and intra-team calls as presented to CSOC’s 24/7/365 support call center

+ Dynamically balance individual workload to accommodate ticket-related workload and incident response with the need to maximize call-queue availability

+ Monitor alerts generated by Windstream’s customer-facing Threat Monitoring systems (SIEM) as assigned and respond accordingly, triage, de-duplicate, clear, and/or escalate presented issues to higher-tier Analysts as appropriate

+ Rigorously and accurately document all work carried out in response to customer issues to assure consistency, transparency, validity, and auditability of all troubleshooting efforts undertaken

+ Coordinate with Team Leads, higher-tier Analysts, and Engineers to identify workflow-impacting and/or service-impacting issues as they arise

**Do You Have?**

+ A sufficient understanding of basic local-area networking concepts--including but not limited to common LAN Services, IPV4/IPV6/NAT/PAT, sub-netting, applications, patterns of host interactions, and the role that perimeter security plays in a customer's network so as to ensure that the confidentiality, integrity, and availability of data and services provided by their network are not compromised by the changes recommended and/or implemented by the Analyst on the customer's behalf

+ Fundamental understanding of the OSI model and the ability to apply concepts while troubleshooting individual customer issues

+ Understanding of IP networking including, but not limited to, IPV4, IPV6, NAT, PAT and subnetting

+ Ability to speak competently regarding customer’s networks and network interconnects at all scales, and the Windstream Managed Network Security product suite.

+ Troubleshooting experience and support of all features and functions of next-generation firewall devices, including VPN configurations accommodating a range of topologies, integration of customer-owned AAA platforms, high-availability architectures of all kinds, and the full suite of Fortinet-supported UTM functionality

+ Basic understanding of all Managed Network Security platforms and the products and services supported by CSOC

**Minimum Requirements:**

Associates’ degree in a technical discipline and 4-6 years technical experience with 4+ years directly related to the job and 2+ years of digital experience. College hours or a college degree may be substituted for some experience as deemed appropriate.

The starting compensation range for this position is $26.6827/hr - $34.0385/hr.

**Physical Tasks** - Standing Occasionally: 0-33% | Walking Occasionally: 0-33% |Sitting Continuously: 67-100% | Bending: Occasionally: 0-33% | Crouching: Occasionally: 0-33% | Pushing-Pulling: Occasionally: 0-33% | Carrying: Occasional: 0-33% | Reaching Above Head: Occasionally: 0-33% | Lifting-Lowering >1-15 lbs: Occasionally: 0-33% | Repetitive Hand Action: Medium Dexterity: Continuously: 67-100% | Fine Manipulating: frequently: 34% - 66%

**Audio Visual Needs** - Hearing: Continuously: 67-100%|Near Vision: Continuously: 67-100% | Far Vision: Occasionally: 0-33% | Peripheral Vision: Occasionally: 0-33%

**Equipment Used in Job Performance/Working Environment** : Computer, Printer, Telephone, Basic Office Supplies, Copier

**_________________________________________________________**

**Our Benefits:**

+ Medical, Dental, Vision Insurance Plans

+ 401K Plan

+ Health & Flexible Savings Account

+ Life and AD&D, Spousal Life, Child Life Insurance Plans

+ Educational Assistance Plan

+ Identity Theft, Legal, Auto & Home and Pet Insurance

+ https://windstreambenefits.com

**Windstream CIB Statement:**

Connecting people in a world of infinite possibilities. Windstream cultivates a workplace culture where innovation and belonging are the cornerstones of our success. We are dedicated to empowering every member of our team to contribute their unique talents and perspectives, fostering an environment where creativity and innovation flourish. Together, we strive to build a more welcoming and connected future, both within our organization and in the broader community we serve.

**Our Employee Resource Groups:**

+ WinVets – Veteran Employee Resource Group

+ WOW – Women Employee Resource Group

+ WINPRIDE – LGBTQ+ Employee Resource Group

+ WBPN – Black Professional Resource Group

+ WARG – Ability Resource Group

+ LaFamilia –Hispanic Resource Group

+ AAPI - Asian American Pacific Islander Resource Group

Windstream is an equal opportunity employer. At Windstream, we celebrate the authenticity and uniqueness of our people and their ideas. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, genetic information, protected veteran status, current military status, disability, sexual orientation, gender identity, marital status, creed, citizenship status, or any other status protected by law, and to give full consideration to qualified disabled individuals and protected veterans. The diverse voices of our employees fuel our innovation and our inclusive culture. Employment at Windstream is subject to post offer, pre-employment drug testing.

Actual base pay for this job will depend on the candidate's primary work location and other factors, such as relevant skills and experience.

**Notice to Non-U.S. Citizens:** Windstream, as a holder of licenses granted by the Federal Communications Commission, is required to notify and to obtain approval from federal regulatory agencies prior to granting certain system/network access to any non-U.S. citizen personnel. Offers of employment extended to non-U.S. citizens are contingent upon receiving the requisite approval from agencies overseeing compliance. Non-U.S. citizens are required to provide Windstream with the personal identifying information required to obtain the necessary approval prior to accessing certain systems and/or Windstream’s network. _If you are not a U.S. citizen, please notify your recruiter or email [email protected] as soon as possible for information on Windstream’s foreign personnel disclosure and approval requirements._

**Job Details**

**Job Family** **Engineering**

**Job Function** **Network Operations**

**Pay Type** **Hourly**

**About this role:**

Wells Fargo is seeking a Lead Information Security Analyst. This position will provide information security consultation for all aspects of Identity and Access Management (IAM) compliance policies, risk management and remediation. Engaging with internal lines of defense, key business and technology stakeholders, and control owners/operators is part of the daily routine for this position. Works with various compliance and regulatory teams internal and external to Wells Fargo. Provides guidance and direction to all Lines of Defense when evaluating processes and controls, participates in reviewing security risk assessment findings and mitigating controls to optimize IAM security. Ensures IAM domain controls are appropriately inventoried, tested and periodically reviewed to ensure control design effectiveness. Using in-depth knowledge of information security and the enterprise, recommends changes to enterprise information security IAM domain policies, standards, procedures, and control requirements. Recommends compliance and risk management requirements for the IAM domain and works with other stakeholders to implement key risk initiatives, proactively identify and address issues, and escalate where necessary. Engages Information and Cyber Security (ICS), Wells Fargo Technology (WFT), and Wells Fargo lines of business (LOB) management to identify, formulate and implement risk-managed information security solutions. Improves awareness and compliance via development and delivery of Information Security Education and Awareness.

**In this role, you will:**

+ Provide advanced information security consultation for all aspects of information security compliance policy, risk management, and remediation

+ Direct information security risk assessment and research, and recommend remediation plans and strategies

+ Influence stakeholders on net new or on material changes to an asset to influence control decisions

+ Provide consulting on security risk assessment and research, and recommend remediation plans and strategies

+ Act as more experienced lead to the organization to develop security risk awareness and mitigating actions

+ Consult the organization on complex security issues and findings

+ Manage the most complex and critical information assets

+ Evaluate and interpret internal and companywide information security policies, processes, standards, and participate with more experienced leaders in decision making on information security

+ Serve as information security lead to advise on the development and delivery of Information Security Education and Awareness

+ Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals

+ Lead projects and teams

+ Coordinate with vendor manager on third party assets to manage information security risks

+ Serve as a mentor to less experienced staff

+ Evaluates adequacy and effectiveness of IAM domain policies, procedures and processes, systems and internal controls, including IAM-related SOX and SOC controls.

+ Works directly with all Lines of Defense ensuring their understanding of IAM processes and controls during their testing engagements, answering questions and gathering the necessary evidence for testing.

+ Acts as the point of contact for the Lines of Defense and IAM partners as it relates to audits/assessments

+ Partners with the IAM Issues Management group reviewing Self Identified issues and providing insight during the testing of remediation on issues.

+ Recommends changes to processes for continuous improvement.

+ Provides consultation on IAM compliance and controls issues.

**Required Qualifications, US:**

+ 5+ 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 experience in one or a combination of the following: compliance, operational risk, or legal

+ 4+ years of strategic planning and development experience

+ 3+ years of IAM (Identity and Access Management) experience

+ 3+ years of experience with Sarbanes-Oxley IT General Controls

+ 3+ years of experience with handling both internal and external audits

**Desired Qualifications:**

+ Good communication skills and ability to articulate complex material to a diverse audience

+ Strong time management skills and ability to meet deadlines

+ Ability to influence across all organizational levels, particularly senior management

+ Virtual leadership experience with ability to effectively drive results, provide feedback/direction, and manage and build relationships with leaders and team

+ Ability to identify inefficiencies, opportunities to streamline business processes and implement change

+ Ability to evaluate impacts based on changes in law/regulations and develop company response

+ Process definition and documentation experience

+ Expert knowledge and understanding of information security practices and policies, frameworks, standards, and best practices

+ Experience working at a top-tier consulting firm ("big 4" for example)

+ Audit experience within one of the following areas: Information security, IT governance, risk management or application security

**Job Posting Locations:**

+ 300 S Brevard St, Charlotte, NC

+ 2600 South Price Rd. Chandler, AZ

+ 550 S 4th St Minneapolis, MN

+ 1301 Solana Blvd - Westlake, TX 76262

**Posting End Date:**

29 Nov 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.

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.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-419118

**About this role:**

Wells Fargo is seeking a Lead Information Security Analyst. This position will provide information security consultation for all aspects of Identity and Access Management (IAM) compliance policies, risk management and remediation. Engaging with internal lines of defense, key business and technology stakeholders, and control owners/operators is part of the daily routine for this position. Works with various compliance and regulatory teams internal and external to Wells Fargo. Provides guidance and direction to all Lines of Defense when evaluating processes and controls, participates in reviewing security risk assessment findings and mitigating controls to optimize IAM security. Ensures IAM domain controls are appropriately inventoried, tested and periodically reviewed to ensure control design effectiveness. Using in-depth knowledge of information security and the enterprise, recommends changes to enterprise information security IAM domain policies, standards, procedures, and control requirements. Recommends compliance and risk management requirements for the IAM domain and works with other stakeholders to implement key risk initiatives, proactively identify and address issues, and escalate where necessary. Engages Information and Cyber Security (ICS), Wells Fargo Technology (WFT), and Wells Fargo lines of business (LOB) management to identify, formulate and implement risk-managed information security solutions. Improves awareness and compliance via development and delivery of Information Security Education and Awareness.

**In this role, you will:**

+ Provide advanced information security consultation for all aspects of information security compliance policy, risk management, and remediation

+ Direct information security risk assessment and research, and recommend remediation plans and strategies

+ Influence stakeholders on net new or on material changes to an asset to influence control decisions

+ Provide consulting on security risk assessment and research, and recommend remediation plans and strategies

+ Act as more experienced lead to the organization to develop security risk awareness and mitigating actions

+ Consult the organization on complex security issues and findings

+ Manage the most complex and critical information assets

+ Evaluate and interpret internal and companywide information security policies, processes, standards, and participate with more experienced leaders in decision making on information security

+ Serve as information security lead to advise on the development and delivery of Information Security Education and Awareness

+ Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals

+ Lead projects and teams

+ Coordinate with vendor manager on third party assets to manage information security risks

+ Serve as a mentor to less experienced staff

+ Evaluates adequacy and effectiveness of IAM domain policies, procedures and processes, systems and internal controls, including IAM-related SOX and SOC controls.

+ Works directly with all Lines of Defense ensuring their understanding of IAM processes and controls during their testing engagements, answering questions and gathering the necessary evidence for testing.

+ Acts as the point of contact for the Lines of Defense and IAM partners as it relates to audits/assessments

+ Partners with the IAM Issues Management group reviewing Self Identified issues and providing insight during the testing of remediation on issues.

+ Recommends changes to processes for continuous improvement.

+ Provides consultation on IAM compliance and controls issues.

**Required Qualifications, US:**

+ 5+ 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 experience in one or a combination of the following: compliance, operational risk, or legal

+ 4+ years of strategic planning and development experience

+ 3+ years of IAM (Identity and Access Management) experience

+ 3+ years of experience with Sarbanes-Oxley IT General Controls

+ 3+ years of experience with handling both internal and external audits

**Desired Qualifications:**

+ Good communication skills and ability to articulate complex material to a diverse audience

+ Strong time management skills and ability to meet deadlines

+ Ability to influence across all organizational levels, particularly senior management

+ Virtual leadership experience with ability to effectively drive results, provide feedback/direction, and manage and build relationships with leaders and team

+ Ability to identify inefficiencies, opportunities to streamline business processes and implement change

+ Ability to evaluate impacts based on changes in law/regulations and develop company response

+ Process definition and documentation experience

+ Expert knowledge and understanding of information security practices and policies, frameworks, standards, and best practices

+ Experience working at a top-tier consulting firm ("big 4" for example)

+ Audit experience within one of the following areas: Information security, IT governance, risk management or application security

**Job Posting Locations:**

+ 300 S Brevard St, Charlotte, NC

+ 2600 South Price Rd. Chandler, AZ

+ 550 S 4th St Minneapolis, MN

+ 1301 Solana Blvd - Westlake, TX 76262

**Posting End Date:**

29 Nov 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.

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.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-419118

**About this role:**

Wells Fargo is seeking an Information Security Analyst to be a part of the Enterprise Data Loss Prevention (EDLP) Threat Detection & Management (TDM) team. The Information Security Analyst is a key role supporting our mission to prevent inappropriate external sharing and distribution of sensitive company, customer and employee information. Learn more about the career areas and lines of business at wellsfargojobs.com.

**In this role, you will:**

+ Perform remediation and escalation of DLP incidents, compile ad hoc data and reporting to support information security risk management

+ Provide information security consultation to improve awareness and compliance with Enterprise Information Security policy, processes and standards

+ Update and maintain processes and procedures

+ Assist with inquiries from risk partners, Internal Audit and regulatory bodies on EDLP controls and procedures

+ Participate and identify security risks companywide and ensure that appropriate data security procedures and products are implemented

+ Maintain an awareness of bank security policies and government regulations pertaining to information security

+ Review the development, testing, and implementation of security plans, products, and control techniques

+ Develop and implement security standards, procedures, and guidelines for multiple platforms and diverse systems environments

+ Investigate and recommend appropriate corrective actions for data security incidents

+ Identify regulatory changes that will affect information security policy, standards, procedures, and recommend appropriate changes

+ Provide security consulting and project management services on highly complex information security projects and issues

+ 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

**Required Qualifications:**

+ 2+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ Demonstrated experience analyzing and responding to security incidents

**Desired Qualifications:**

+ 2+ years of Data Loss Prevention Operations experience including event triage and response, assessing and quantifying emerging risks, etc.

+ 2+ years working in an Agile-based environment leveraging Jira or other industry-standard tools

+ 2+ years of Security Operations Center/Cyber Threat Fusion Center experience

+ 2+ years working with Symantec DLP

+ 1+ year of Splunk or other SIEM tool experience

+ CISSP, CCSP or other applicable InfoSec certification

**Job Expectations:**

+ Ability to work evening and overnight hours Sunday through Thursday, or Tuesday through Saturday (shift differential may apply).

+ Shift may include overnight - 10pm - 7am shift

+ Ability to work weekends and holidays as needed

+ This position is not eligible for Visa sponsorship

+ This position offers a hybrid work schedule

**Locations:**

+ 2600 S Price Rd, Chandler, Arizona 85286

**Posting End Date:**

3 Dec 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.

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.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-414073

**About this role:**

Wells Fargo is seeking a **Contact Center Planning Analyst** as part of the Workforce Management team within Consumer and Small Business Banking Operations (CSBBO). Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

**In this role, you will:**

+ Determine staffing targets, call volume trends and forecast changes based on capacity model

+ Facilitate project work and schedule change adjustments

+ Administer off phone time and training schedules

+ Identify and recommend opportunities for process improvement and risk control development

+ Provide guidance through mentoring, training and development

+ Make decisions and resolve issues to meet business objectives

+ Interpret policies, procedures, and compliance requirements

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

+ Interact with internal customers

+ Receive direction from leaders

+ Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

**Required Qualifications:**

+ 2+ years of contact center planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Excellent verbal, written, and interpersonal communication skills

+ Effective organizational, multi-tasking, and prioritizing skills

+ Knowledge and understanding of contact center: operations in the financial services industry

+ Knowledge and understanding of workforce management planning and execution

+ Ability to quickly establish credibility to build and maintain effective working relationships

+ Experience forecasting inbound and back office with Workforce Management tools such Verint/Avaya or Alvaria/Aspect

+ Tableau experience

+ Experience forecasting back office, call, and chat volumes

+ Knowledge and understanding of call center: reporting/support

+ Experience with capacity planning, forecasting, process improvement, and measurements

+ Strong and proven experience, proficiency in using Excel

+ Strong and proven experience in demonstrated communication skills, both written and verbal

+ Ability to be a team player that works well with employees at all levels

**Job Expectations:**

+ This position is not eligible for Visa sponsorship

+ Willingness to work on-site at stated location on the job opening – hybrid work model

**Available locations:** Preferred locations listed below. Relocation assistance is not available for this position.

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

+ 800 S Jordan Creek Pkwy, West Des Moines, Iowa 50266

+ 2222 W Rose Garden Ln, Phoenix, Arizona 85027

+ 1301 Solana Blvd, Westlake, Texas 76262

+ 7711 Plantation Rd Roanoke, Virginia 24019

+ 4101 Wiseman Blvd, San Antonio, Texas 78251

+ 2700 S Price Rd Chandler, Arizona 85286

**Posting End Date:**

23 Nov 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.

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.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-418528