CardWorks Financial Group

<div>Join our team and build your career with momentum as we champion your growth, elevate your ideas and engage you in purpose-driven work that makes a real difference every day. 
Who we are
Founded in 1997, Merrick Bank is an FDIC&reg;-insured financial institution headquartered in South Jordan, Utah, with over $10 billion in assets. A wholly owned subsidiary of CardWorks Financial Group, Merrick Bank serves roughly five million cardmembers and more than 100,000 merchant customers nationwide. 
What we do
We provide credit cards, recreational loans, deposit accounts, merchant services and bank sponsorships to consumers and businesses. As a leader in non-prime lending and merchant acquiring, we combine innovative technology with data-driven insights to help underserved consumers build and strengthen credit while delivering integrated, scalable payment solutions for businesses. 
Merrick Bank ranks among the top 20 FDIC&reg;-insured credit card issuers in the U.S. and among the top 15 merchant acquirers by transaction volume. 
POSITION SUMMARY
The AVP, Digital Products, Card Acquisitions owns the end-to-end product management of Merrick Bank&rsquo;s digital credit card originations experience across applicant journeys, application platforms, and supporting digital acquisition capabilities. 
This role helps shape the future of Merrick&rsquo;s card acquisition strategy by leading the evolution of modernized, data-driven, and scalable application experiences across brands, channels, and products. 
The AVP plays a central role in advancing the acquisition roadmap through platform modernization, funnel optimization, experimentation, and cross-functional execution.<div></div>
ESSENTIAL FUNCTIONS<ul><li>
Manage digital product strategy and roadmap for Merrick&rsquo;s credit card acquisition and application experiences across web and mobile</li><li>
Serve as business lead for digital application experiences, including customer journey strategy, experience optimization, platform evolution, and prioritization of enhancements that improve funnel performance and enable future scale.</li><li>
Serve as product owner for agile delivery, owning and maintaining the product backlog and ensuring work is prioritized based on business value, customer impact, technical dependencies, and delivery readiness.</li><li>
Lead cross-functional definition of business requirements and partner closely with Technology, Marketing, Risk, Legal, Compliance, Operations, Analytics, and external partners to deliver new capabilities and improve acquisition performance.</li><li>
Lead backlog refinement, sprint planning, and related agile ceremonies in close partnership with engineering and cross-functional stakeholders.</li><li>
Provide day-to-day product leadership to sprint teams by clarifying requirements, defining acceptance criteria, making prioritization and trade-off decisions, and helping unblock delivery.</li><li>
Lead experimentation and optimization efforts across storefront and application experiences, including A/B testing, personalization, and conversion improvement initiatives.</li><li>
Contribute to the design and evolution of customer-facing acquisition experiences by creating, reviewing and refining wireframes, prototypes, and interaction patterns to improve usability, clarity, and conversion performance.</li><li>
Use digital analytics, large datasets, and downstream performance insights to identify trends, evaluate customer behavior, and inform roadmap, prioritization, and acquisition strategy decisions.</li><li>
Provide oversight of testing, QA, release readiness, and implementation planning for application changes, experience enhancements, and platform releases.</li><li>
Balance near-term sprint execution with longer-term product roadmap planning and platform evolution.</li><li>
Drive accountability for delivery outcomes by monitoring progress, managing scope, identifying risks, and escalating issues as needed.</li><li>
Analyze customer behavior across digital channels using Google Analytics and/or Adobe Analytics to identify usage patterns, drop-offs, and optimization opportunities</li><li>
Perform feature-level and journey-level analysis to evaluate adoption, engagement, and business impact of digital capabilities. This line is my recommended completion for the truncated sentence in the uploaded draft.</li><li>
Ensure compliance with internal controls, applicable laws and regulations, and proper escalation of operational, compliance, or policy issues.</li></ul>
COMPLIANCE WITH LAWS &amp; REGULATIONS<ul><li>
Responsible for complying with all of the Bank&rsquo;s internal control policies and procedures.</li><li>
Responsible for understanding and complying with all laws and regulations to which the Bank is subject.</li><li>
Responsible for communicating problems in operations, noncompliance with the code of conduct, noncompliance with laws and regulations, policy violations, or illegal acts.</li></ul><div></div>
EDUCATION AND EXPERIENCE<ul><li>
Bachelor&rsquo;s degree in a technology-, analytics-, or digital-related field such as Management Information Systems (MIS), Information Systems, Computer Science, Data Analytics, Digital Marketing, Business Analytics, Economics, Finance, Engineering, or a related discipline is required.</li><li>
Seven (7)+ years of experience in financial services, digital product management, technology, marketing, analytics, or related disciplines.</li></ul><div></div>
SUMMARY OF QUALIFICATIONS<ul><li>
Experience in financial services, credit cards, or other regulated consumer environments is strongly preferred.</li><li>
Strong experience defining business requirements and partnering across cross-functional teams to deliver complex digital initiatives.</li><li>
Strong product owner experience supporting agile or sprint-based digital product delivery, including backlog refinement, sprint planning, sprint reviews, and issue or defect management.</li><li>
Proven ability to lead sprint teams and translate business goals, customer needs, and product strategy into actionable user stories, backlog priorities, and acceptance criteria</li><li>
Ability to bring structure and clarity to ambiguous initiatives and drive execution across multiple interdependent workstreams.</li><li>
Extensive hands-on experience with Jira and Confluence for planning, documentation, and cross-functional collaboration.</li><li>
Experience analyzing digital customer journeys, web and mobile behavior, or feature performance is required.</li><li>
Strong analytical capabilities, including SQL proficiency and the ability to work hands-on with large datasets to derive insights and inform decision-making</li><li>
Hands-on experience with Google Analytics and/or Adobe Analytics is required</li></ul>
#INDHP1 
Why join us
We believe in putting people first by supporting our customers, employees and our partners while creating opportunities for everyone to reach their potential. From fostering work-life balance to rewarding good work and innovative ideas, we invest in what matters most, our people. 
At Merrick Bank, you&rsquo;ll be part of a collaborative, customer-focused team where you can grow your career while making a meaningful impact. 
Our Employee Value Proposition<ul><li>
Competitive Pay, including a Bonus Target or Variable Pay Incentive Program</li><li>
Benefits Package -Medical, Dental, and Vision (plus much more)</li><li>
401(k) Plan with Company Match</li><li>
Short- &amp; Long-Term Disability</li><li>
Wellness Programs</li><li>
Group Life and AD&amp;D Insurance</li><li>
Paid Vacation, Sick Days and bank Holidays</li><li>
Employee Engagement Activities including Employee Appreciation Day, DEI Employee Resource Groups, Corporate Social Responsibility, Service Recognition</li></ul> 
We offer a total rewards package comprised of a competitive base rate of pay, variable pay incentive programs based on the role, and a comprehensive benefit suite. Offered rates of pay are determined based on job-related knowledge, relevant experience, skills, certifications, and geographic location. 
We are proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to age, race, color, sex, or gender identity/expression (including pregnancy, childbirth, transgender status, or sexual orientation), religion or creed, ancestry, citizenship, national origin, disability, military or veteran status, marital status, genetic information, or any other characteristic protected by applicable law. 
We do not tolerate discrimination, harassment, or retaliation. Employment decisions are based solely on qualifications, merit, and business needs. Everyone is welcome here, and we hire based on your ability to do the job, not any protected characteristics. 
If you need help or reasonable accommodation during the application or hiring process, please let your TA Partner know.</div>

AVP, Digital Products

United Real Estate Company (URC)

<div>
 
 
 Job Description
 
 
 
 To direct and coordinate the facility management and operations of the assigned properties to ensure that corporate financial and business objectives are being achieved. To maintain the physical condition of the asset s and to ensure compliance with legal requirements and URC policies/procedures
 
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 
 
 Property and Contractor Management:
 
 
 
 
 
 <ul>
 <li>
 Prepares Yearly &amp; Monthly reports, Budgets, Facility Management Proposals, and Price Comparison on bids &amp; Contract Drafts.
 </li>
 <li>
 Manages pest control services, valet parking, shuttle bus rental, medical waste, landscape services, Operations &amp; Maintenance (O &amp; M) services, cleaning, cashier, and security services for all facilities and report any dips in their performance and services.
 </li>
 <li>
 Manages and inspects buildings &amp; facilities&rsquo; safety, security, and emergency services and enforces facility safety and operational procedures.
 </li>
 <li>
 Prepares the Facilities procedures manual as well as tenant manual.
 </li>
 <li>
 Participates in planning with management to determine their expectations or needs.
 </li>
 <li>
 Prepares formal monthly reports to the management covering for example, financial progress and program issues.
 </li>
 <li>
 Schedules regular progress and review meetings.
 </li>
 <li>
 Takes immediate action on emergencies to reduce material losses and human fatalities.
 </li>
 <li>
 Manages and creates Service requests/work order.
 </li>
 <li>
 Monitors and develops work schedule for facility services staff.
 </li>
 <li>
 Defines key performance indicators and agrees with the service providers.
 </li>
 <li>
 Reviews performance of service providers assesses it monthly and reports on the same.
 </li>
 <li>
 Reviews all service reports forwarded by the facility supervisors and acts accordingly.
 </li>
 <li>
 Reviews weekly reports and organizes work accordingly.
 </li>
 <li>
 Ensures proper maintenance of buildings or facilities on a daily, weekly and monthly basis.
 </li>
 <li>
 Surveys and identifies losses or damage to facilities after convention or event.
 </li>
 <li>
 Updates Facility maintenance plan, checklist and ensures adherence to the same.
 </li>
 <li>
 Inspects properties before the commencement of defects liability period and taking handover from the Projects Development.
 </li>
 <li>
 Notifies defects / snags during the defect&rsquo;s liability period to the concerned Contractor / Service Provider for resolution.
 </li>
 <li>
 Monitors the status of defects notified to Contractor / Service Provider on a weekly basis.
 </li>
 <li>
 Discusses the status of defects pending resolution with the Projects team.
 </li>
 <li>
 Initiates appropriate action on defaulting Contractor / Service Provider in accordance with the terms and conditions of the contract.
 </li>
 <li>
 Prepares and submits Handover Status Reports at the end of defects liability period to the Projects recommending for release of final payment or necessary deductions as applicable, considering the status of defects notified to the Contractors for rectification.
 </li>
 </ul>
 
 
 
 
 
 Contract Administration:
 
 
 
 
 
 <ul>
 <li>
 Prepares prequalification documents, issue, evaluate and make a recommendation to the management on the maintenance contractors.
 </li>
 <li>
 Prepares the project Terms of Reference/Tenders, including contract documents, specifications, and drawings, where applicable, for the Client/Management to invite bids from the pre-qualified maintenance contractors.
 </li>
 <li>
 Responds to queries, resolves issues, prepares the scoring system, and carries out the scoring and evaluation of submittals.
 </li>
 <li>
 Analyzes submitted tenders in terms of their technical, financial, and contractual packages and makes recommendations to the management.
 </li>
 <li>
 Prepares and reviews contract agreements for facility management services (English).
 </li>
 </ul>
 
 
 
 
 
 Budgeting, Payments &amp; Cost Control:
 
 
 
 
 
 <ul>
 <li>
 Prepares annual budgets for all the facilities.
 </li>
 <li>
 Follows up with finance for budget confirmation of purchase orders, forwards the scanned copies via email to service providers and implements the procurement of material or services as applicable.
 </li>
 <li>
 Processes payments (with deduction of absence for manpower related services) for pest control services, valet parking, shuttle bus rental, medical waste, landscape services, O &amp; M services, cleaning, cashier, and security services for all facilities.
 </li>
 <li>
 Manages petty cash.
 </li>
 <li>
 Prepares the tenant utility consumption charges.
 </li>
 <li>
 Collects invoices from MEW for water and electricity consumptions for all facilities and process the payments.
 </li>
 <li>
 Reviews spreadsheets of material usage monthly submitted by the respective facility supervisors inclusive of physical audit at the stores (if applicable) for all facilities.
 </li>
 <li>
 Manages procurement, spare parts, and inventory.
 </li>
 <li>
 Assures quality and ensures enough stock of consumables, spare parts, tools, and cleaning material available at the store.
 </li>
 </ul>
 
 
 
 
 
 Customer Relations:
 
 
 
 
 
 <ul>
 <li>
 Ensures facilities are continuously supervised and safely maintained.
 </li>
 <li>
 Resolves complaints / requests raised by the tenants in a timely manner.
 </li>
 <li>
 Coordinates with Projects Development team for the purpose of fit outs.
 </li>
 <li>
 Hands over and takes over leased areas
 </li>
 <li>
 Sets up meetings with the tenants periodically to understand issues / concerns if any.
 </li>
 <li>
 Ensures that defects raised during the defect&rsquo;s liability period are resolved promptly by the respective Contractors / Vendors.
 </li>
 <li>
 Ensures that customer complaints / queries are properly recorded, handled, and serviced.
 </li>
 <li>
 Routes queries raised by prospective customers to the Leasing or Sales team for taking forward.
 </li>
 <li>
 Obtains customer satisfaction feedback on the various property management services like Security, Housekeeping etc.
 </li>
 <li>
 Responds to all emails and queries from tenants of all facilities inclusive of provision of as built drawings for respective floors
 </li>
 <li>
 Issues parking cards and keys via official letter to tenants.
 </li>
 <li>
 Reviews design layouts submitted by the tenants of all facilities during the fit out works and gives them approval if it is complying with ours as well as KFSD&rsquo;s rules and regulations.
 </li>
 </ul>
 
 
 
 
 
 Job Requirements:
 
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree in Mechanical Engineering.
 </li>
 <li>
 Certification in facilities management or related discipline is an added advantage.
 </li>
 <li>
 Strong English language skills (written and spoken). Arabic is preferred
 </li>
 <li>
 8 &ndash; 10 years of experiance
 </li>
 <li>
 Previous experience in HVAC systems and Facility Management with at least 8 years in a managerial role
 </li>
 </ul>
 
 
 
 
 
 Job Summary
 
 
 <ul>
 <li>
 Job Title AVP - Facility Management
 </li>
 <li>
 Location Kuwait
 </li>
 <li>
 Function Property Management &amp; Leasing
 </li>
 <li>
 Qualification Bachelors
 </li>
 <li>
 Date Posted 13-04-2026
 </li>
 </ul>
 
 Apply Now
 
</div>

AVP - Facility Management

Lincoln Financial Group

<div></div><div>Date: Jun 8, 2026
Primary Location: Fort Wayne, IN, US
Company: Lincoln Financial
<div>Alternate Locations: Work from Home 


Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location. 


Relocation assistance: is not available for this opportunity. 


Requisition #: 76161<div><div><div><h2 class="jobSectionHeader"> 
The Role at a Glance</h2>
</div><div>
As the AVP, RPS Training, you will set the strategic direction for training across Retirement Plan Services (RPS), ensuring alignment with business priorities and outcomes. You will partner closely with senior leadership to define and execute a forward-looking training strategy that builds organizational capability, accelerates performance, and supports the delivery of key strategic initiatives. You will oversee the design, implementation, and continuous improvement of training programs across both Field and Operations, while partnering with Enterprise teams on broader learning needs. You will also ensure training investments deliver measurable impact in productivity, quality, and engagement, and position the organization for continued growth and transformation.</div></div><div><div><h2 class="jobSectionHeader">
What you'll be doing</h2>
</div><div><ul><li>Set and execute the RPS training strategy aligned to business priorities, enabling growth, operational excellence, and client-centric outcomes across Field and Operations.</li><li>Partner with RPS &amp; WPS leadership to assess capability gaps, prioritize development needs, and align training investments to key strategic initiatives.</li><li>Lead the design, delivery, and continuous improvement of complex RPS training programs, ensuring effectiveness, scalability, and strong organizational readiness.</li><li>Drive execution of strategic initiatives by embedding training and change enablement approaches that accelerate adoption, performance, and measurable outcomes.</li><li>Build and lead a high-performing training organization, including talent development, succession planning, and performance management.</li><li>Monitor and optimize training impact through data-driven insights, while driving process improvements that enhance efficiency, reduce cost, and improve learner experience.</li><li>Lead the development and execution of critical training plans to support onboarding of new outsourcing partners, ensuring successful outcomes for Lincoln, seamless integration with RPS teams, and a high-quality experience for customers.</li></ul></div></div><div><div><h2 class="jobSectionHeader">
What we&rsquo;re looking for</h2>
</div><div><div>
Must-haves: 
<ul><li>10+ years of experience in training or relevant Retirement Recordkeeping experience aligned to the responsibilities of this role</li><li>5+ years of leadership experience, including leading leaders and/or large, complex initiatives</li><li>Demonstrated experience working with leadership to drive execution</li></ul></div>
<div>
Nice-to-haves: 
<ul><li>Proven ability to translate business strategy into actionable training and capability plans</li><li>Strong executive presence and influence, with the ability to partner effectively with senior leaders</li><li>Demonstrated success leading strategic initiatives and organizational transformation efforts</li><li>Proficiency in CoPilot</li><li>Working knowledge of Allego, Cantasia, SharePoint site mgt</li><li>Ability to drive alignment and collaboration across functions</li><li>Strong data-driven decision-making skills, with a focus on measurable outcomes</li><li>Ability to lead through change while managing multiple priorities in a fast-paced environment</li><li>Demonstrated success in building, developing, and retaining high-performing teams</li><li>Strong program and project management capabilities</li><li>Proficiency with Microsoft Office Suite</li></ul></div></div></div><div><div><h2 class="jobSectionHeader">
Application Deadline</h2>
</div><div>
Applications for this position will be accepted through June 26th, 2026, subject to earlier closure due to applicant volume

#LI-Remote</div></div></div> 


What&rsquo;s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 


What&rsquo;s in it for you:
<ul>
<li>Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
</li>
<li>Leadership development and virtual training opportunities
</li>
<li>PTO/parental leave
</li>
<li>Competitive 401K and employee benefits
</li>
<li>Free financial counseling, health coaching and employee assistance program
</li>
<li>Tuition assistance program
</li>
<li>Work arrangements that work for you
</li>
<li>Effective productivity/technology tools and training</li></ul> 

The pay range for this position is $127,500 - $200,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln&rsquo;s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln&rsquo;s standard benefits package. 


About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 


With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 


Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life &amp; Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 


Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 


Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 


Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. 


Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious. 


Additional Information

This position may be subject to Lincoln&rsquo;s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln&rsquo;s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. 


Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. 


Lincoln Financial (&quot;Lincoln&quot; or &quot;the Company&quot;) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.</div></div>

AVP, Retirement Training

Apex Group Ltd

<div>
 The Apex Group was established in Bermuda in 2003 and is now one of the world&rsquo;s largest fund administration and middle office solutions providers.
 
 
 Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
 
 
 That&rsquo;s why, at Apex Group, we will do more than simply &lsquo;empower&rsquo; you. We will work to supercharge your unique skills and experience.
 
 
 Take the lead and we&rsquo;ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
 
 
 For our business, for clients, and for you
 
 
 
 Transfer Agency - AVP
 
 
 
 Role Location: Bahrain/Manama
 
 
 Department: Operations, Transfer Agency
 
 
 Employment Type: Full Time
 
 
 
 About Apex
 
 
 
 The Apex Group was established in Bermuda in 2003 and is now one of the world&rsquo;s largest fund administration and middle office solutions providers.
 
 
 Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
 
 
 That&rsquo;s why, at Apex Group, we will do more than simply &lsquo;empower&rsquo; you. We will work to supercharge your unique skills and experience.
 
 
 Take the lead and we&rsquo;ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
 
 
 For our business, for clients, and for you
 
 
 
 Our Services: Investor Due Diligence
 
 
 
 <ul>
 <li>
 AML screening to ensure investor compliance with money laundering
 </li>
 <li>
 All Investor Types Considered (individual, nominee, entities, trusts, partnerships etc.|)
 </li>
 <li>
 Collection and Identification of Beneficial Owners and Shareholders
 </li>
 <li>
 Upfront and ongoing screening of investor and associated parties (UBOs, directors, trustees etc.)
 </li>
 <li>
 PEP identification and Reporting Registration and Static Data:
 </li>
 <li>
 Maintain Investor Registers, including all static data such as address, emails, PEP, investor risk classification and tracking of KYC renewal date under Continuous Monitoring Program.
 </li>
 <li>
 Distribute Investor Communications/ mailings via manual email, portal or system generated Dealing &amp; Cash:
 </li>
 <li>
 Receive and Process Subscriptions, Redemptions, Transfers, and Switches
 </li>
 <li>
 Approve bank information for wires
 </li>
 <li>
 Match money received to money in the bank
 
 
 </li>
 </ul>
 
 Reconciliations:
 
 
 
 <ul>
 <li>
 Reconcile money movements related to subscriptions, redemptions, switches and distribution
 </li>
 <li>
 Investigate reconciliation breaks
 </li>
 <li>
 Chase for missing monies related to partial or unsettled payments
 </li>
 <li>
 Ensure custodians/ distributors are all reconciled by the end of each month
 
 
 </li>
 </ul>
 
 Reporting:
 
 
 
 <ul>
 <li>
 Client Reporting via e-mail or system generated or Portal (PFS Paxus, Apex Connect, E-front, Investment Caf&eacute;)
 </li>
 <li>
 Fund Manager reporting: missing docs, AML status of investors, estimated/confirmed cash flows
 </li>
 <li>
 Investor Reporting: NAV statements, Contract notes confirmation subscription/ redemption, Capital Calls, Dividend distribution notices or any other communication requested by Board of Directors/ Investment Managers
 </li>
 <li>
 Custodian/ distributor reporting: Fund settle CNs, access to accounts for ClearStream, Allfunds and more
 </li>
 <li>
 Family Office reporting: Updating FO investor accounts Tax, FATCA/CRS:
 </li>
 <li>
 Collection of relevant FATCA/CRS forms
 </li>
 <li>
 TIN and GIIN verification
 </li>
 <li>
 Job Description- Transfer Agency AVP
 </li>
 <li>
 Tax declaration collection
 </li>
 <li>
 Defining tax status of every investor in system apexgroup.com 3
 
 
 </li>
 </ul>
 
 Role Responsibilities
 
 
 
 <ul>
 <li>
 Working individually and as part of a team to cover an assigned set of funds as a knowledgeable and professional point of contact for fund investors, fund managers and internal teams regarding fund documentation, investor registries and AML/KYC processing.
 </li>
 <li>
 Possess good understanding and knowledge of AML/KYC laws and guidelines set out by appropriate MENA Regulators, CIMA and Apex AML Policies (If it&rsquo;s an internal hire) and adhere to these established policies, procedure and controls
 </li>
 <li>
 Knowledge of Bermuda and BVI AML/KYC laws will be an added advantage
 </li>
 <li>
 Should have knowledge of the all the Transfer Agency functions including AML/KYC and investor onboarding, Share Registry Dealings, Metrosoft screening, Payments, FATCA/CRS filings etc.
 </li>
 <li>
 Should coordinate with the appropriate operations and CRM teams involved in order to ensure tasks are completed
 </li>
 <li>
 Possess a basic Understanding of Fund structures - share classes vs. series and understand the NAV per share so as to enable publishing the correct prices to various pricing vendors such as Bloomberg, Refinitiv, Morning Star etc.
 </li>
 <li>
 Basic understanding of accounting related to subscriptions, redemptions, distributions and ensure investor communications are released in line with procedures and deadlines are met
 </li>
 <li>
 Establish a good relationship with FA teams and establish the workflow/procedures to ensure the FA team is updated at all times in relation to any TA activity to be included in the NAV
 </li>
 <li>
 Responsible for Fund audits in relation to any TA related PBC requirements
 </li>
 <li>
 Have a good command on the English language and possess good written and communication skills. Understanding of Arabic (written and speaking) will be an added advantage.
 </li>
 <li>
 Possess good email etiquettes as the candidate will be communicating with the investors and clients
 </li>
 <li>
 Confident in communicating with investors and handle any situations that arise in line with Apex&rsquo;s policies
 </li>
 <li>
 Should be able to read and understand and provide comments on the TA related aspects in a Funds PPM including coordinating with the Corporate Secretary for any waivers, Board Resolutions required in relation to any TA activity.
 </li>
 <li>
 Maintain knowledge of assigned funds, fund timelines, deal documentation and related processes.
 </li>
 <li>
 Understand workflows and organize responsibilities and priorities to meet and manage deadlines with exceptional attention to detail and follow through.
 </li>
 <li>
 Participate in special projects as assigned, including automation efforts, enhanced controls, system testing and client research.
 
 
 </li>
 </ul>
 
 Required Experience
 
 
 
 Overall, 5-7 years of experience with a minimum of 3 years&rsquo; experience in Transfer Agency role
 
 
 Minimum of 2 years of experience at team leader/managerial role (for AVP role)
 
 
 
 What you will get in return:
 
 
 
 A high level of visibility within a large organisation on an upwards trajectory
 
 
 The ability to define a function of the Apex Business in State of Qatar
 
 
 Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
 
 
 Opportunity to work with a diverse, agile and global product line.
 
 
 The opportunity to innovate, improve process and really make a difference.
 
 
 Additional information:
 
 
 We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made based on skills, qualifications and experiences.
 
 
 We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
 
 
 For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy/
 
 
 
 Disclaimer:
 
 Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
 
 
 Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
</div>

Account Manager - Transfer Agency - AVP

<div></div><div>Date: Jun 12, 2026
Primary Location: Chicago, IL, US
Company: Lincoln Financial
<div>Alternate Locations: Work from Home 


Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location. 


Relocation assistance: is not available for this opportunity. 


Requisition #: 76194<div><div><div><h2 class="jobSectionHeader"> 
The Role at a Glance</h2>
</div><div>
As the AVP, Director of Relationship Management, you will provide leadership, direction, and functional expertise to ensure RPS (Retirement Plan Services) departmental results for assigned area(s). You will strategically develop and direct, maintain, and execute complex and robust client relationship management programs/plans which ensure that the clients&rsquo; overall service needs are satisfied. You will also direct and motivate your team of Relationship Managers and set strategic priorities and activities within the region which will lead to an increase in sales, revenue, and market share.</div></div><div><div><h2 class="jobSectionHeader">
What you'll be doing</h2>
</div><div><ul><li>Lead and mentor a high performing, tenured team of Relationship Managers</li><li>Ensure that top talent is hired and retained</li><li>Direct, establish and implement priorities, performance goals and objectives to ensure departmental results</li><li>Direct and evaluate departmental performance and take appropriate action to meet and/or exceed performance standards</li><li>Provides strategic leadership and direction to continually improve the capability and results, including strategically developing, maintaining, and executing complex and robust client relationship management programs/plans ensuring internal/external clients' overall service needs are satisfied &amp; achieve the business, retention and profitability objectives</li></ul></div></div><div><div><h2 class="jobSectionHeader">
What we&rsquo;re looking for</h2>
</div><div><div>
Must-haves: 
<ul><li>10+ Years&rsquo; experience in relationship management that directly aligns with responsibilities</li><li>3+ years of managerial, supervisory, and/or demonstrated leadership experience including influencing senior management/critical stakeholders experience</li><li>Proven strong working knowledge of retirement plans</li><li>Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations</li><li>Ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills</li><li>Proven track record of strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches</li><li>Strong ability to finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding</li><li>4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)</li><li>Ability to travel up to 40%</li></ul>
 
Nice-to-haves: 
<ul><li>Currently active FINRA S6, S63, S24, Life &amp; Health state insurance licenses, all required within 180 days of start</li><li>Group Protection product knowledge (Dental, Vision, STD, LTD, Life, Critical Illness, Accidental)</li></ul></div></div></div><div><div><h2 class="jobSectionHeader">
Application Deadline</h2>
</div><div>
Applications for this position will be accepted through July 3rd, 2026, subject to earlier closure due to applicant volume</div></div></div> 


What&rsquo;s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 


What&rsquo;s in it for you:
<ul>
<li>Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
</li>
<li>Leadership development and virtual training opportunities
</li>
<li>PTO/parental leave
</li>
<li>Competitive 401K and employee benefits
</li>
<li>Free financial counseling, health coaching and employee assistance program
</li>
<li>Tuition assistance program
</li>
<li>Work arrangements that work for you
</li>
<li>Effective productivity/technology tools and training</li></ul> 

The pay range for this position is $127,500 - $232,300 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln&rsquo;s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln&rsquo;s standard benefits package. 


About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 


With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 


Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life &amp; Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 


Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 


Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 


Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. 


Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious. 


Additional Information

This position may be subject to Lincoln&rsquo;s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln&rsquo;s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. 


Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. 


Lincoln Financial (&quot;Lincoln&quot; or &quot;the Company&quot;) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.</div></div>

AVP, RPS Relationship Mgt

State Street

<div>AI Platform Product Expert &ndash; P943894 
Who we are looking for
The Senior AI Platform Product Expert will play a key role in delivering AI-enabled capabilities across the Charles River Investment Management Solution and Alpha Data Platform. This role is part of the AI Center of Excellence at Charles River, which is responsible for translating strategic AI initiatives into executable product features and workflows that can easily be adopted by Charles River&rsquo;s sophisticated user community.
You will partner closely with Charles River&rsquo;s engineering, architecture and product teams to design, build, and deploy AI-powered functionality&mdash;such as copilots, automation tools, and decision-support capabilities&mdash;embedded within investment management workflows. Your focus will be on execution, iteration, and adoption, ensuring that AI solutions are practical, scalable, and aligned to user needs.
To be successful, the AI Platform Product Expert will serve as a hands-on product leader responsible for operationalizing AI as part of the Charles River suite of product offerings. The role combines strategic foresight with execution rigor, requiring close collaboration with engineering, and business teams to translate emerging AI capabilities into tangible, production-ready features. This individual will drive the lifecycle of AI initiatives, including use case discovery, model integration, workflow design, governance alignment, and performance measurement, ensuring that AI capabilities deliver consistent, measurable impact across both internal operations and client-facing solutions.
Why this role is important to us<ul><li>
Delivers Execution at Scale: Converts AI strategy into tangible product features that deliver measurable outcomes.</li><li>
Accelerates Product Innovation: Rapidly builds and iterates on AI use cases to drive continuous platform enhancement.</li><li>
Ensures Adoption and Usability: Focuses on user experience, workflow integration, and real-world applicability.</li><li>
Supports Consistency and Quality: Applies standard patterns for AI integration, ensuring reliable and repeatable delivery.</li><li>
Engages with Clients Strategically: guides interaction to ensure CRD functionality and roadmaps align to market needs.</li></ul>
What you will be responsible for
Based in the greater Boston area, the role involves working closely with internal Charles River and Alpha teams (R&amp;D, client management, professional services, sales) and external stakeholders (clients and prospects) to ensure that platform functionality is augmented insofar as possible with agentic AI/ML capabilities &ndash; both as part of embedded components and via integration techniques (API, MCP, CLI).<ul><li>
Execute against the AI product roadmap defined by the AI Enablement Product Owner</li><li>
Break down high-level AI initiatives into deliverable features, user stories, and sprint priorities</li><li>
Identify and refine AI use cases (automation, copilots, analytics) aligned to product and client needs</li><li>
Partner with engineering and data science teams to deliver AI/ML-enabled functionality</li><li>
Support integration of LLMs, ML models, and APIs into product workflows</li><li>
Contribute to end-to-end delivery&mdash;from design through deployment and adoption</li><li>
Collaborate with UX/design teams to ensure intuitive and effective user experiences</li><li>
Monitor product performance and adoption, using data to iterate and improve solutions</li><li>
Ensure alignment with AI governance, risk, and compliance frameworks</li><li>
Act as a key liaison across product, engineering, and business stakeholders</li></ul>
What we value
These skills will help you succeed in this role:<ul><li>
Experience working in fintech, SaaS, or data-driven platforms</li><li>
Familiarity with APIs, cloud platforms, and modern application architectures</li><li>
Exposure to AI/ML products, copilots, or workflow automation tools</li><li>
Experience building or scaling AI copilots or workflow automation tools</li><li>
Experience with MCP server frameworks and linking of agents</li><li>
Excellent organisation skills; ability to manage multiple complex tasks simultaneously and meet self-imposed deadlines in a dynamic environment.</li><li>
Strong collaboration skills across technical and business teams</li><li>
Ability to execute in agile environments with multiple concurrent priorities</li><li>
Strong analytical and problem-solving capabilities</li><li>
Effective communicator with the ability to translate business needs into technical requirements</li><li>
Consultative presentation style to diverse and complex audiences</li></ul>
Education &amp; Preferred Qualifications<ul><li>
1-3+ years in product management, product delivery, or related roles</li><li>
Experience contributing to software or data platform initiatives</li><li>
Exposure to AI technologies (LLMs, ML models, automation frameworks) preferred</li><li>
Bachelor&rsquo;s degree in Business, Finance, Computer Science, or related field</li></ul>
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we&rsquo;re making our mark on the financial services industry. For more than two centuries, we&rsquo;ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data &amp; analytics, investment research &amp; trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You&rsquo;ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees&rsquo; diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$90,000 - $157,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.<h1 class="jobSectionHeader">
About State Street</h1>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div>

AI Platform SME, AVP

<div>Quality Assurance Engineer &ndash; AI Testing, Charles River Development / State Street Alpha<h1 class="jobSectionHeader">
Job Description</h1>
Why this role is important to us
The team you will be joining is responsible for advancing quality engineering for AI-enabled capabilities within the CRIMS / State Street Alpha product suite. As a Quality Assurance Engineer focused on AI testing, you will work within a scrum team to design and implement scalable test frameworks, validate AI-driven product behavior, and strengthen the team&rsquo;s ability to test intelligent features with speed, rigor, and confidence. This role is ideal for a mid-level QA professional who combines strong software testing fundamentals with hands-on experience applying AI in the test process and testing AI functionality embedded in enterprise products.<h2 class="jobSectionHeader">
Role Description</h2><ul><li>
Partner closely with product managers, software engineers, architects, and scrum team members to ensure AI-enabled capabilities are testable, reliable, and aligned to business and client needs.</li><li>
Design and build reusable QA frameworks and test approaches tailored to validating AI-driven functionality, including model-integrated workflows, intelligent recommendations, generated outputs, and workflow automation.</li><li>
Define test strategies that address both traditional application quality and AI-specific quality dimensions such as consistency, accuracy, robustness, explainability, and edge-case handling.</li><li>
Contribute to sprint planning, story refinement, and acceptance criteria development to ensure quality considerations are embedded early in the software development lifecycle.</li><li>
Help evolve the team&rsquo;s quality engineering practices by introducing practical uses of AI to improve test design, coverage analysis, defect detection, and test execution efficiency.</li></ul><h2 class="jobSectionHeader">
Responsibilities</h2><ul><li>
Develop and maintain automated and manual test frameworks that support validation of AI-enabled features across the CRIMS / Alpha platform.</li><li>
Create test plans, test cases, and test data strategies for functional, integration, regression, and non-functional testing of AI-driven capabilities.</li><li>
Validate product behavior for AI use cases, including quality of outputs, workflow integration, response accuracy, exception handling, and user experience impacts.</li><li>
Design and execute tests for AI guardrails, probabilistic outputs, and response boundaries to ensure generated results are accurate, safe, consistent, and aligned with intended business outcomes.</li><li>
Help define approaches for monitoring AI behavior in production, including drift detection, output quality trends, and feedback loops to confirm AI-enabled features continue learning and performing as expected over time.</li><li>
Identify, document, and drive resolution of defects, with clear analysis of reproducibility, business impact, and root cause patterns.</li><li>
Work with engineering teams to integrate automated testing into CI/CD pipelines and improve test coverage across the scrum team&rsquo;s delivery scope.</li><li>
Apply AI tools and techniques within the test lifecycle to improve productivity, accelerate coverage creation, and enhance defect discovery.</li><li>
Collaborate with developers and product partners to define measurable acceptance criteria and quality gates for AI-related user stories and features.</li><li>
Support risk-based testing and help prioritize test efforts across new development, regression areas, and high-impact client workflows.</li><li>
Contribute to continuous improvement of QA standards, test assets, documentation, and team-level best practices for testing AI-enabled products.</li><li>
Communicate testing progress, risks, and quality insights effectively within the scrum team and to broader stakeholders as needed.</li></ul><h2 class="jobSectionHeader">
Skills Required</h2><ul><li>
5&ndash;8 years of professional software testing or quality assurance experience, preferably within agile or scrum-based product development teams.</li><li>
Proven experience implementing AI capabilities within the software testing process, such as intelligent test generation, test optimization, defect analysis, or productivity acceleration.</li><li>
Critical to the role is hands-on experience testing AI functionality embedded within a software product, including validation of generated outputs, model-driven behavior, workflow integration, and exception scenarios.</li><li>
Understanding of AI-specific testing concepts beyond deterministic validation, including guardrail testing, probabilistic output assessment, accuracy evaluation, and monitoring for production drift or model behavior changes over time.</li><li>
Strong understanding of QA methodologies, test strategy development, defect lifecycle management, and test automation best practices.</li><li>
Experience building or extending test frameworks to support scalable, maintainable, and reusable testing practices.</li><li>
Experience with API testing, integration testing, regression testing, and end-to-end validation in complex enterprise applications.</li><li>
Working knowledge of test automation tools, scripting, and CI/CD integration.</li><li>
Strong analytical, problem-solving, and communication skills, with the ability to work effectively across cross-functional teams.</li><li>
Ability to translate ambiguous product behavior into clear test scenarios, acceptance criteria, and risk-based validation approaches.</li><li>
Bachelor&rsquo;s degree in Computer Science, Engineering, Information Systems, or a related field, or equivalent practical experience.</li><li>
Financial services, asset management, trading, investment management, or fintech experience is a plus.</li></ul><h2 class="jobSectionHeader">
Additional Information</h2>
Charles River Development, a State Street company, partners with clients to deliver enterprise investment management technology solutions. Together with State Street Alpha, CRD helps power front-to-back investment workflows through innovation, scale, and deep financial domain expertise. In this role, you will help ensure the quality and reliability of next-generation AI capabilities that support our clients&rsquo; evolving needs.
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we&rsquo;re making our mark on the financial services industry. For more than two centuries, we&rsquo;ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data &amp; analytics, investment research &amp; trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You&rsquo;ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees&rsquo; diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$80,000 - $140,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.<h1 class="jobSectionHeader">
About State Street</h1>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div>

AI QA, AVP-2

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