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advisor development program financial solutions advisor trainee centralized park ave

Bank of America

<div>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&rsquo;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 comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul> 
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 this position requires SAFE Act registration, employees are 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.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

JPMorganChase

<div>JOB DESCRIPTION 
The ConnectWealth Program and Advisor Experience lead will play a pivotal role driving the execution of our flagship ConnectWealth program&mdash;a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. In this high-impact role, you will lead both advisor engagement and platform deliverables for a specific line of business, combining strategic advisory leadership with program management excellence. You will be instrumental in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers tangible value and is embraced throughout the organization. This is a unique opportunity to drive meaningful change for thousands of advisors and their clients while orchestrating one of the industry&rsquo;s most significant technology advancements, championing engagement and adoption at every stage.
Key Responsibilities
Strategic Leadership &amp; Advisor Engagement<ul>
<li>Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.</li>
<li>Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.</li>
<li>Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.</li></ul>
Program Management &amp; Delivery<ul>
<li>Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.</li>
<li>Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.</li>
<li>Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.</li></ul>
Stakeholder Communication &amp; Alignment<ul>
<li>Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.</li>
<li>Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.</li>
<li>Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.</li></ul>
Data-Driven Insights &amp; Continuous Improvement<ul>
<li>Drive data-driven decision making through robust metrics, KPIs, and program analytics.</li>
<li>Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.</li>
<li>Partner with business and technology leaders to align transformation initiatives with strategic business objectives.</li></ul>
Required Qualifications
<ul><li>Bachelor's degree required</li>
<li>Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management</li>
<li>Demonstrated success driving advisor engagement and adoption initiatives</li>
<li>6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context</li>
<li>Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management</li>
<li>Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management</li>
<li>Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)</li>
<li>Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making</li>
<li>Highly influential communicator with the ability to engage and align stakeholders at all levels</li>
<li>Proven ability to lead and motivate high-performing teams in a matrixed environment</li>
<li>Strong business acumen and understanding of wealth management products, operations, and technology</li></ul>
Preferred Qualifications:
<ul><li>Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)</li>
<li>Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification</li>
<li>Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services</li>
<li>Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>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.
<div>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

ConnectWealth NY | Program and Advisor Experience Lead (Vice President)

<div>JOB DESCRIPTION 
The ConnectWealth Program and Change Management Lead will play a pivotal role in driving the execution of our flagship ConnectWealth program&mdash;a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. This pivotal role combines strategic change leadership with hands-on execution, driving organizational readiness and sustainable adoption across our wealth management transformation. In this high-impact position, you will oversee program management and change initiatives for a specific line of business, ensuring seamless delivery of platform enhancements and effective advisor engagement. Your leadership will be critical in managing change, fostering advisor adoption, and ensuring the technology transformation delivers measurable value throughout the organization. This is a unique opportunity to lead meaningful change, support thousands of advisors and their clients, and guide one of the industry&rsquo;s most significant technology advancements through every stage of engagement and adoption.
Key Responsibilities:
Change Strategy &amp; Leadership<ul>
<li>Design and execute comprehensive change management strategy across all phases of ConnectWealth transformation</li>
<li>Develop adoption frameworks aligned with business objectives and advisor readiness levels</li>
<li>Lead organizational impact assessments identifying change implications across stakeholder groups</li></ul>
Strategic Leadership &amp; Advisor Engagement<ul>
<li>Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.</li>
<li>Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.</li>
<li>Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.</li></ul>
Program Management &amp; Delivery<ul>
<li>Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.</li>
<li>Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.</li>
<li>Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.</li></ul>
Stakeholder Communication &amp; Alignment<ul>
<li>Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.</li>
<li>Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.</li>
<li>Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.</li></ul>
Data-Driven Insights &amp; Continuous Improvement<ul>
<li>Drive data-driven decision making through robust metrics, KPIs, and program analytics.</li>
<li>Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.</li>
<li>Partner with business and technology leaders to align transformation initiatives with strategic business objectives.</li></ul>
Required Qualifications:<ul>
<li>Bachelor's degree required</li>
<li>Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management</li>
<li>Demonstrated success driving advisor engagement and adoption initiatives</li>
<li>6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context</li>
<li>Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management</li>
<li>Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)</li>
<li>Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making</li>
<li>Highly influential communicator with the ability to engage and align stakeholders at all levels</li>
<li>Proven ability to lead and motivate high-performing teams in a matrixed environment</li>
<li>Strong business acumen and understanding of wealth management products, operations, and technology</li></ul>
Preferred Qualifications:
<ul><li>Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)</li>
<li>Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification</li>
<li>Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services</li>
<li>Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>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.
<div>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

ConnectWealth - Program and Change Management Lead, Vice President

<div>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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:<ul><li>
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities</li><li>
Assists, educates, and trains clients on conducting simple transactions through self-service technologies</li><li>
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy</li><li>
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping</li><li>
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements</li></ul>
Required Qualifications:<ul><li>
Bilingual Mandarin Required</li><li>
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li><li>
In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months</li><li>
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li><li>
Collaborates effectively to get things done, building and nurturing strong relationships</li><li>
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li><li>
Confident in identifying solutions for helping new and existing clients based on their needs</li><li>
Strong written and verbal communications skills</li><li>
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li><li>
Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li><li>
Applies strong critical thinking and problem-solving skills to meet clients' needs</li><li>
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li><li>
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)</li><li>
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
</li></ul>Desired Qualifications:<ul><li>
Associate's Degree or Bachelor's Degree in business, finance or a related field</li><li>
Experience working in a financial center where goals were met or exceeded</li><li>
Retail and/or sales experience in a salary plus incentive environment</li><li>
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Knowledge of banking products and services</li><li>
Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li></ul>
Skills:<ul><li>
Active Listening</li><li>
Business Acumen</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Problem Solving</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Relationship Building</li><li>
Business Development</li><li>
Pipeline Management</li><li>
Prospecting</li><li>
Referral Identification</li><li>
Referral Management</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Senior Banker - Chinatown Financial Center - Bilingual Mandarin Required

Uphold

<div>About Uphold

Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking and investments. Offering Consumer Services, Business Services and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries.

Uphold integrates with more than 30 trading venues, including centralized and decentralized exchanges, to deliver superior liquidity and optimal execution. Uphold never loans out customer assets and is always 100% reserved. 
The company pioneered radical transparency and uniquely publishes its assets and liabilities every 30 seconds on a public website (https://uphold.com/en-us/transparency). 
Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. 
To learn more about Uphold, please visit https://uphold.com. 
Job Summary

Uphold is looking for a Technical Account Manager to join our Enterprise team. This is an incredibly exciting opportunity where you&rsquo;ll get to evaluate the requirements of businesses and make architectural recommendations to achieve elegant solutions, by reusing existing tools and APIs, and above all leveraging Uphold&rsquo;s know-how on how to best integrate their product with the Uphold platform.

You will have the opportunity to work closely with clients and partners to understand their problems and solve them with code. You will architect solutions that address business challenges through technology, and maintain a feedback loop with our Product and Engineering teams to continuously improve our product. 
Essential Duties and Responsibilities
<ul>
<li>Risk &amp; Feedback: Proactively mitigate technical blockers and provide partner insights to Product and Engineering teams to improve the platform.</li>
<li>Lead Integrations: Guide partners through scalable integration patterns, prioritizing standard platform features over custom development.</li>
<li>Process Excellence: Drive well-defined integration frameworks and maintain meticulous technical documentation and timelines.</li>
<li>Business-Tech Bridge: Collaborate with Sales and Product teams to translate commercial goals into sound, scalable technical solutions.</li>
<li>Product Expert: Serve as a trusted advisor on Uphold&rsquo;s APIs and SDKs for both technical and non-technical stakeholders. 
</li>
<li>Prototyping &amp; Enablement: Build high-impact prototypes and educational resources (guides, diagrams) to accelerate partner implementations.</li></ul> 


Required Qualifications and Skills
<ul>
<li>BS or advanced degree in Computer Science or equivalent.</li>
<li>4+ years of experience in Software Engineering or Solutions Architecture, with a proven track record of designing scalable systems.</li>
<li>Strong understanding of REST APIs, SDKs and the OpenAPI specification. 
</li>
<li>Proficiency in at least one major backend language (Node.js, Go or Java).</li>
<li>Experience in designing and documenting scalable technical solutions for external partners.</li>
<li>Ability to clearly explain complex technical concepts to both technical and non-technical audiences.</li>
<li>Comfortable working in cross-functional teams and collaborating with sales, product, and engineering stakeholders.</li>
<li>A customer-centric approach with a strong sense of ownership and accountability.</li>
<li>Positive, proactive attitude &mdash; resilient under pressure and solution-oriented in the face of ambiguity.</li>
<li>Advanced understanding of business analysis techniques and how to apply them to partner-facing solutions.</li>
<li>Fluent written and oral English skills.</li></ul> 


Bonus if you have:
<ul>
<li>Worked in a highly technical customer support role.</li>
<li>Knowledge of documentation tools like Swagger or Slate.</li>
<li>Experience in developing or integrating APIs for other products you&rsquo;ve worked on.</li>
<li>Worked in a fintech or financial services environment.</li>
<li>Fluency in cryptocurrencies or other digital assets as they are core to our business.</li>
<li>Community talks, certifications, and/or blog posts on your interests and research.</li>
<li>Open source project contributions of any kind, such as tools developed to solve specific problems you&rsquo;ve had or fixing issues on existing projects.</li></ul> 


Importantly, if you&rsquo;re looking for a senior role with us, you will have achieved many of the things above while also providing mentorship to others, and have engaged in public speaking opportunities. 
What We Offer
<ul>
<li>Innovation and Impact: Contribute to pioneering projects in a dynamic and challenging environment.</li>
<li>Competitive Compensation: Performance bonuses, and comprehensive benefits on top of a competitive salary.</li>
<li>Strong Company Culture: Thrive in a supportive, collegiate environment with values of integrity, teamwork, accountability, and excellence.</li>
<li>Global Collaboration: Participate in regular updates, strategy sessions, and networking opportunities across the group.</li>
<li>Development Opportunities: Access training and mentorship programs.</li>
<li>Flexibility: Enjoy options to work from home, other locations, or adjust your hours.</li>
<li>Inclusive Environment: Value and respect diverse perspectives.</li></ul> 


Our Benefits
<ul>
<li>Annual bonus program based on individual, team and company performance.</li>
<li>Home office stipend for a productive setup.</li>
<li>Generous PTO, healthcare, and employee assistance programs.</li>
<li>Engaging events and celebrations.</li>
<li>Well-stocked office kitchen with a foodie culture.</li></ul> 


Salary: $150K + Bonus + Benefits 
Join us to grow, innovate, and contribute meaningfully. Be part of our talented team! 
Visit our careers page for more exciting opportunities, if this role isn&rsquo;t the perfect fit. 
EEOC Employer

We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.</div>

Technical Account Manager

Columbia University

<div><ul><li>Job Type: Officer of Administration</li>
<li>Regular/Temporary: Regular</li>
<li>Hours Per Week: 35</li>
<li>Salary Range: $240,000 - $268,000</li>
</ul><div>The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.</div>

Position Summary

The Chief Financial Officer (CFO) reports directly to the Dean of the Columbia Climate School (CCS) and provides strategic and operational leadership over all financial functions. This role is responsible for ensuring the School&rsquo;s economic health, compliance, and long-term sustainability, while supporting its academic, research, and impact priorities. 
 
The CFO oversees all aspects of budgeting, forecasting, financial reporting, controls, contract execution, and compliance with University and external regulations. The CFO partners closely with the Climate School&rsquo;s centers, institutes, and Lamont-Doherty Earth Observatory (LDEO), and serves as the primary advisor to the Dean on financial matters. This role is crucial in driving financial strategy, aligning resources with institutional priorities, and ensuring transparency and accountability across all units.

Responsibilities

Financial Strategy and Leadership
<ul>
<li>Serve as principal financial advisor to the Dean and leadership team.</li>
<li>Lead and manage the Climate School Budget and Finance Office.</li>
<li>Oversee the development and maintenance of: 
<ul><li>Annual operating budget</li><li>Five-Year Cash Forecast</li><li>Five-Year Capital Budget</li></ul></li>
<li>Forecast financial trends and conduct scenario planning to inform strategic decision-making.</li>
<li>Develop internal financial reports and dashboards for senior management.</li>
<li>Design strategies for cost-efficiency, synergy, and improved financial management.</li>
</ul>
Cross-School Coordination and Partnership
<ul>
<li>Collaborate with Lamont, centers, institutes, and units on financial planning, analyses, and reconciliation.</li>
<li>Attend routine finance and status meetings across units to monitor performance and address emerging issues.</li>
<li>Coordinate the preparation and monitoring of unit-level budgets and ensure alignment with School-wide financial goals.</li>
<li>Issue regular financial and operational reports that include variance analysis, explanations, and corrective action plans.</li>
<li>Manage dotted line reports from/to units with financial responsibilities.</li>
</ul>
Research Team and Development Unit Support
<ul>
<li>Work in partnership with the Office of Research to ensure compliance with grant budgeting policies, cost recovery, and research financial management practices.</li>
<li>Collaborate with the Office of Development to support philanthropic budgeting and financial stewardship practices.</li>
<li>Maintain financial schedules for faculty commitments and hiring.</li>
</ul>
Operations, Compliance, and Contract Oversight
<ul>
<li>Ensure adherence to University policies, internal controls, and applicable laws and regulations.</li>
<li>Manage financial contracts in coordination with relevant units and offices.</li>
<li>Support business process improvement and policy development across financial functions.</li>
</ul>
Staff Management and Capacity Building
<ul>
<li>Hire, develop, and mentor a high-performing finance team.</li>
<li>Design and implement strategies for the team that foster inclusion, connection, and engagement.</li>
<li>Conduct performance appraisals, recommend promotions, and build team capacity aligned with School priorities.</li>
<li>Serve as an educator and resource to staff, faculty, and researchers on financial matters.</li>
<li>Foster a culture of financial accountability and continuous improvement.</li>
</ul>
Other Duties
<ul>
<li>Other related responsibilities as assigned by the Dean.</li>
</ul>
Minimum Qualifications
<ul>
<li>Bachelor&rsquo;s degree required; preferably in business, finance, accounting, or a related field.</li>
<li>Minimum of 10 years of finance experience in a complex organization.</li>
<li>Demonstrated leadership and team management experience.</li>
<li>Deep knowledge of financial concepts, budgeting, fund accounting, and financial information systems.</li>
</ul>
Preferred Qualifications
<ul>
<li>A master&rsquo;s degree (e.g., MBA, MPA, MS in Finance) is highly desirable.</li>
<li>Experience working within an academic, research, or mission-driven financial setting.</li>
</ul>
Other Requirements
<ul>
<li>Conduct quantitative, financial, and variance analyses as well as financial modeling.</li>
<li>Demonstrate attention to detail with excellent spreadsheet and analytical capabilities.</li>
<li>Use financial systems software proficiently; familiarity with AI tools for forecasting, automation, and analytics to enhance operational efficiency is a plus.</li>
<li>Communicate complex financial information clearly to non-financial stakeholders, including faculty and institutional leaders.</li>
<li>Lead, mentor, and manage teams effectively.</li>
<li>Exhibit intellectual curiosity and a proactive, solutions-oriented mindset.</li>
<li>Balance autonomous decision-making with collaborative engagement.</li>
<li>Manage multiple priorities and meet deadlines in a fast-paced environment.</li>
<li>Design and implement financial procedures, workflows, and reporting tools for senior management.</li>
<li>Deliver high-quality, customer-focused service with a commitment to excellence.</li>
</ul>
Equal Opportunity Employer / Disability / Veteran

Columbia University is committed to the hiring of qualified local residents.</div>

Chief Financial Officer

UnitedHealth Group

<div>Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. 
The Solution Sales Executive (SSE) is responsible for driving growth of Optum Financials' Health Benefit Accounts (HSA, HRA, FSA) portfolio across the employer market. This role owns complex, consultative sales cycles and partners deeply with brokers, consultants, and employer decisionmakers to deliver differentiated, scalable solutions. 
Success in this role requires deep consumer directed healthcare expertise, comfort navigating multi stakeholder enterprise deals, and the ability to influence outcomes across a highly matrixed organization. The SSE operates as a trusted advisor-positioning health benefit accounts as part of a broader financial and benefits strategy rather than a standalone product. 
This position supports mid market and enterprise employers within the New York region. 
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week. 
Primary Responsibilities:<ul><li>
Own and execute end to end sales cycles for Health Benefit Account solutions, from prospecting and discovery through pricing, contracting, and close</li><li>
Drive growth across simple to complex employer segments, often involving organizations with 1000+ benefits eligible employees</li><li>
Build, deepen, and maintain strategic relationships with brokers, consultants, and distribution partners across the assigned territory</li><li>
Serve as a trusted advisor to employer HR, Finance, and executive stakeholders-aligning Optum Financial solutions to business, financial, and workforce objectives</li><li>
Articulate differentiated value propositions for HSA, HRA, FSA, and adjacent benefit solutions, including financial, tax, and regulatory considerations</li><li>
Lead deal strategy and coordination across internal partners including Product, Pricing, Legal, Implementation, and Operations</li><li>
Deliver compelling, data driven presentations to stakeholders at all levels, including VP and C suite decision makers</li><li>
Maintain disciplined pipeline management using CRM tools (e.g., Salesforce) to forecast revenue, track performance, and drive execution</li><li>
Represent Optum Financial with professionalism and credibility in virtual, onsite, and industry settings</li></ul> 
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:<ul><li>
7+ years of consultative sales experience within consumer directed healthcare, employee benefits, or financial services</li><li>
Experience managing complex sales cycles involving multiple internal and external stakeholders</li><li>
Proficiency in using CRM tools (e.g., Salesforce) for pipeline and performance management</li><li>
Demonstrated success selling HSA/HRA/FSA solutions in broker- and consultant led distribution models</li><li>
Proven ability to exceed quota and drive measurable outcomes (ARR, TCV, assets, or revenue growth)</li></ul> 
Preferred Qualifications:<ul><li>
Experience selling to medium to large employers (300-5,000+ EEs)</li><li>
Experience contributing to go to market strategy, segmentation, or product commercialization</li><li>
Proven background in financial services, banking, or investment adjacent benefits</li><li>
Proven track record of influencing VP and C suite buyers</li></ul><ul><li> 
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy</li></ul> 
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,000 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable. 
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. 
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.</div>

Solution Sales Executive - Health Benefit Accounts - NY Region - Remote

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