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Product Security Engineer - Web

Coast

<div>Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country's 500,000 commercial fleets, 40 million commercial vehicles, and many million commercial drivers. The incumbent technologies that cater to these customers are decades old, and drivers, fleets, and the merchants that serve them all increasingly demand modern digital experiences and affordable and transparent financial services products. Coast's mission is to deliver them at a transformational scale, and to improve working lives in one of the country's biggest industry sectors. The company is backed by top fintech and mobility venture funds.

Coast is competing and winning with software, and we are building a world-class engineering team. This is a unique opportunity to get in on the ground level early on, contribute in myriad ways, drive foundational decisions and expand your impact as the business grows, have fun, and learn a ton in the process. If you're practical and business-minded, smart and creative, and excited about the rewards and the energy of an early-stage venture-backed startup, we'd love to hear from you.

The Security Engineer is our first explicitly security-focused hire. In this role you will be an early member of the Platform Engineering organization and help us mature a critical part of Coast. We value speed and flexibility, but accept the need for high standards for compliance and security. Doing it well is critical for our ability to execute.

Working directly with an enthusiastic and invested product team, you will help us stay on top of a wide array of areas, from network security and least-privilege permissions in the cloud to rationalizing our SIEM and code scanning posture, from supply chain security to application security reviews for our product organization. At the end of the day, we want to establish &quot;paved paths&quot; that allow us to minimize friction while ensuring security of our software. The role will work closely with our Product Engineering, and the CTO; this role reports to the Head of Platform.

We are hiring in NYC and the tri-state area only. Our NYC office is located in the heart of Manhattan's SoHo neighborhood, benefiting from its vibrant creative energy. The whole company is in the office on average 4 days a week.

The Security Engineer will:
<ul>
<li>Hold a high bar for security standards and help us establish best practices;</li>
<li>Influence design and implementation of all aspects of our product, by acting as a sounding board and SME for our product managers and engineers;</li>
<li>Improve scanning to ensure that risks in our codebase and cloud environment are identified, assessed, and remediated in a timely manner;</li>
<li>Organize our permissioning system to ensure that the right people have appropriate access, and unnecessary people don't;</li>
<li>Help shape the engineering culture of the company by championing security practices;</li>
<li>Maintain comprehensive documentation of the security infrastructure, policies, and procedures;</li>
<li>Remain relentlessly pragmatic and balance the product velocity demand with the needs of a secure platform.</li>
</ul>
The Security Engineer must:
<ul>
<li>Have 5+ years experience working with first-class engineering teams with a proven track record of continually improving their employer's security posture;</li>
<li>Have experience working directly with product engineers to incrementally improve our practices;</li>
<li>Be proficient at automating tooling, whether it be using the shell or (preferably) a programming language such as Python;</li>
<li>Have experience with one of Terraform/CloudFormation/Pulumi/CDK since we treat our infrastructure as code;</li>
<li>Deep hands-on knowledge and experience developing in AWS, especially IAM and SIEM, but also networking;</li>
<li>Be able to figure stuff out - the modern security space is deep and complex, and there are many ways of solving the same problem. You need to be able to go off on your own, research and design a solution, implement technical spikes, and then deliver it with the team;</li>
<li>Have an owner mindset and continuously look for, notice, and implement improvements to our posture, because small continuous improvements matter;</li>
<li>Keep a finger on the pulse of the industry - latest risks, trends in CICD, networking, and vendor landscape.</li>
</ul>
Compensation

Our salary ranges are based on paying competitively for our size and industry, and are one part of our total compensation package that also includes benefits, signing bonus, and equity. Pay decisions are based on a number of factors, including scope and qualifications for the role, experience level, skillset, and balancing internal equity relative to other Coast employees. We expect the majority of the candidates who are offered roles at Coast to fall healthily within the range based on these factors.
<ul>
<li>Salary range: $160,000 - $180,000 annually</li>
<li>Signing bonus</li>
<li>Equity grant: commensurate with level determined at the discretion of the company, with meaningful potential upside given the company's early stage</li>
<li>Benefits overview:</li>
<li><ul><li>Medical, dental and vision insurance</li>
<li>Flexible paid time off (vacation, personal well being, paid holidays)</li>
<li>Paid parental leave</li>
<li>$400 accessories allowance (a keyboard, mouse, headphones, etc.)</li>
<li>Free lunch every Friday</li>
<li>Education stipend</li>
<li>401(k)</li>
</ul></li>
</ul>About Coast

Coast is re-imagining the trillion-dollar U.S. B2B card payments infrastructure, with a focus on the country's 500,000 commercial fleets, 10 million commercial vehicles, and 4 million commercial drivers.

Coast is founded and led by Daniel Simon, who previously cofounded Bread (breadpayments.com), a leading payments and credit technology firm backed by some of the world's top VCs which was acquired for $500MM+ in 2020.

Coast has raised $165M in total funding &mdash; our recent $40M Series B equity round was led by ICONIQ Growth with participation from Thomvest, and Synchrony.We're also backed by top fintech and mobility venture funds &ndash; including Accel, Insight Partners, Better Tomorrow Ventures, Avid Ventures, Bessemer Venture Partners, BoxGroup, Foundation Capital, Greycroft, Colle &ndash; and premier angel investors &ndash; including Max Levchin (Affirm), Josh Abramowitz (Bread), Jason Gardner (Marqeta), William Hockey (Plaid), Ryan Petersen (Flexport), and many others.

Check out our CEO's recent podcast interview with Primary Venture Partners and last year's product/market deep dive on Fintech Layer Cake with Coast Founder Daniel Simon!

Coast is committed to diversity, equity, and inclusion. We are building a diverse and inclusive environment, so we encourage people of all backgrounds to apply. We're an Equal Opportunity Employer and do not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, age, religion, disability, national origin, protected veteran status, or any other status protected by applicable federal, state, or local law.</div>

Security Engineer

TSG Risk Management

<div><h1 class="jobSectionHeader">Security Engineer III - Data Loss Prevention (DLP)</h1>
<h2 class="jobSectionHeader">About the Role</h2>
We are seeking a Security Engineer III specializing in Data Loss Prevention (DLP) to lead the deployment, management, and optimization of enterprise data protection solutions. This role is responsible for safeguarding sensitive information across cloud, endpoint, web, and email environments.
You will take ownership of DLP platforms, strengthen technical controls, reduce false positives, and ensure alignment with regulatory requirements such as GDPR, HIPAA, and CCPA. This position offers the opportunity to work cross-functionally with IT, DevOps, Compliance, and Incident Response teams while mentoring junior engineers and influencing security strategy.
<h2 class="jobSectionHeader">Key Responsibilities</h2>
<ul><li>Deploy, configure, and maintain enterprise Data Loss Prevention (DLP) platforms
</li><li>Design, implement, and fine-tune DLP policies to detect and prevent unauthorized data exfiltration
</li><li>Optimize detection logic to reduce false positives and improve alert quality
</li><li>Monitor platform health and performance, troubleshoot issues, and maintain operational stability
</li><li>Support incident response efforts and collaborate with threat detection teams
</li><li>Conduct threat modeling and vulnerability remediation initiatives
</li><li>Automate security configurations using scripting and infrastructure-as-code tools
</li><li>Enrich alert workflows with contextual data and refine response playbooks
</li><li>Translate technical risks into clear, actionable guidance for stakeholders
</li><li>Mentor junior security engineers and contribute to continuous process improvement
</li></ul><h2 class="jobSectionHeader">Required Qualifications</h2>
<ul><li>3&ndash;5+ years of experience in Information Security or Data Protection
</li><li>Bachelor's degree in Computer Science, Information Security, or related field (or equivalent experience)
</li><li>Hands-on experience with DLP tools such as:
<ul><li>Symantec
</li><li>Microsoft Purview
</li><li>Zscaler
</li><li>Palo Alto DLP platforms
</li></ul></li><li>Strong understanding of data protection methodologies including:
<ul><li>Encryption (data at rest and in transit)
</li><li>Data masking
</li><li>Tokenization
</li></ul></li><li>Experience working with data classification frameworks
</li><li>Working knowledge of regulatory and compliance standards (GDPR, HIPAA, CCPA)
</li><li>Familiarity with cloud, network, and application security principles
</li></ul><h2 class="jobSectionHeader">Preferred Qualifications</h2>
<ul><li>Experience with automation, scripting, and infrastructure-as-code
</li><li>Background in threat modeling and vulnerability management
</li><li>Experience supporting incident response operations
</li><li>Strong analytical and problem-solving skills
</li><li>Ability to communicate complex technical concepts to non-technical stakeholders
</li></ul><h2 class="jobSectionHeader">Compensation &amp; Benefits</h2>
We offer a competitive base salary, annual performance bonus eligibility, and comprehensive benefits including:
<ul><li>Health, dental, and vision coverage
</li><li>Retirement plan with employer contributions
</li><li>Generous paid time off
</li><li>Professional development resources
</li><li>Flexible work options where applicable</li></ul></div>

Senior Security Engineer | Data Loss Prevention (DLP)

MongoDB

<div>We are looking for a highly skilled Cloud Security Engineer that will help us design, implement, and manage security solutions at scale. In this role, you will collaborate with cross-functional teams to enhance our overall cloud security posture and implement pragmatic solutions to hard security problems.

We are looking to speak to candidates who are based on the East Coast of the US for our hybrid working model.
<h3 class="jobSectionHeader">
Responsibilities</h3>
<ul><li>Secure cloud environments across AWS, Azure, and GCP with a focus on IAM, preventative controls, and resource permissions</li>
<li>Automate the deployment and maintenance of security solutions and tooling using Terraform, CloudFormation, and Python</li>
<li>Drive our enterprise cloud strategy in order to empower the business while protecting critical assets and data with appropriate security measures</li>
<li>Design and implement security solutions to address gaps in the organization's cloud security posture</li>
<li>Conduct security assessments on cloud services, identifying misconfigurations, excessive permissions, and potential risks</li>
<li>Partner with detection engineering and incident response teams to create new alerting and investigation capabilities</li>
<li>Provide subject matter expertise to support cross-functional teams in the deployment and management of their cloud services and solutions</li>
</ul><h3 class="jobSectionHeader">Requirements</h3>
<ul><li>At least 5 years of Cloud Security experience</li>
<li>Subject matter expertise in securing infrastructure at scale in an enterprise environment in AWS and preferably one additional cloud provider (Azure or GCP)</li>
<li>Strong understanding of IAM and data protection in cloud environments</li>
<li>Experience using infrastructure-as-code, such as CloudFormation and Terraform, to deploy and manage solutions in cloud environments</li>
<li>Experience with using scripting languages such as Python and/or orchestration tools such as Tines to automate and integrate different components and/or services</li>
<li>The ability to perform security reviews of architectures and products, identify gaps and weaknesses present, and recommend controls to address them</li>
<li>Experience helping to craft and deliver policies to drive the organization's security posture forward</li>
<li>The ability to convey complex technical issues to a variety of audiences of different levels of technical expertise and experience</li>
<li>Enthusiasm about partnering with stakeholders across the business to deliver impactful solutions for the wider company</li>
<li>Comfortable working in a team and providing constructive, actionable feedback as needed</li>
</ul><h3 class="jobSectionHeader">Nice to Have</h3>
<ul><li>Kubernetes and container security experience</li>
<li>Experience with security incident response in cloud environments</li>
<li>Experience with CSPM tooling</li>
<li>Cloud Provider Certifications, such as AWS Certified Solutions Architect, AWS Certified Security Specialty, Google Associate Cloud Engineer, Google Professional Cloud Security Engineer, Microsoft Azure Administrator Associate, and/or Microsoft Azure Security Engineer Associate</li>
<li>Infrastructure Automation Certifications from Hashicorp</li>
</ul><h3 class="jobSectionHeader">Special Requirement</h3>
<ul><li>Be a US Citizen</li>
</ul><h3 class="jobSectionHeader">About MongoDB</h3>

MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the database for the AI era, enabling innovators to create, transform, and disrupt industries with software. MongoDB's unified database platform, the most widely available, globally distributed database on the market, helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available across AWS, Google Cloud, and Microsoft Azure.

With offices worldwide and over 60,000 customers, including 75% of the Fortune 100 and AI-native startups, relying on MongoDB for their most important applications, we're powering the next era of software.

Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It's what makes us MongoDB.

To drive the personal growth and business impact of our employees, we're committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees' wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it's like to work at MongoDB, and help us make an impact on the world!

MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.

MongoDB, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type and makes all hiring decisions without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Req ID: 1273371610</div>

Senior Cloud Security Engineer

Logic, Inc.

<div><div>Security Consulting Manager | Senior Level | Full time
</div><div>Job No. R00306449 | Multiple Locations</div></div>
 <div><div>We Are
Accenture Cybersecurity helps organizations prepare, protect, detect, respond, and recover along with all points of the security lifecycle. Cybersecurity challenges are different for every business in every industry. Leveraging our global resources and advanced technologies, we create integrated, turnkey solutions tailored to our client's needs across their entire value chain. Whether we&rsquo;re defending against known cyberattacks, detecting and responding to the unknown, or running an entire security operations center, we will help companies build cyber resilience to grow with confidence. Our team of the security sector&rsquo;s brightest people uses the coolest tech to out-hack the hackers and help clients build resilience from within. We blend risk strategy, digital identity, cyber defense, application security, and managed service solutions to rethink the entire security lifecycle.
Do you have the deep functional and technical experience to help implement security solutions that align with our clients&rsquo; business objectives? Do you have the expertise to design and deliver solutions for establishing system user's credentials, and processes for applying those credentials to access enterprise systems and applications? 
 
If so, read on and apply. Accenture&rsquo;s more than 2,000 security professionals deliver holistic and proactive security solutions in 47 countries, and we&rsquo;d love to discuss our open Identity and Access Management (I&amp;AM) Security role with you
You Are
A cyber security savant. You&rsquo;ve got the skills and experience to keep data safe from black hat hackers or other threats, whether by coding a threat intrusion module or sharing your latest ideas with the team. Day-to-day, you&rsquo;re all about solving security problems for clients and using your people skills to make sure everyone on your team is working well and happily.
You are passionate about security, love what you do and have a genuine desire to outsmart the bad guys. You have the experience to analyze a clients&rsquo; security posture, anticipate security requirements and help find right-sized solutions based on industry leading practices. You have a proven track record working successfully in a fast-paced, team-oriented environment. You&rsquo;re a creative, analytical problem solver with above average documentation skills who can speak to both technical and non-technical audiences. You are eager to put your skills to use by helping us help our clients inject security at every level of their organization.
The Work
Although no two days at Accenture are the same, your duties as Identity &amp; Access Management (I&amp;AM) Security Manager likely will include:<ul><li>
Lead the operations of Identity and Access Management service consisting of multiple IAM technologies</li><li>
Manage the delivery of Ping SSO by leveraging automations and robust processes.</li><li>
Manage the operations of CyberArk PAM, MS directory management, and Entra ID with help of global teams</li><li>
Enhance the tool configuration by reviewing current configuration and suggest improvements.</li><li>
Manage client relationship</li><li>
Work closely with global teams and own the delivery and improvement plans</li><li>
Review previous reports, analyze and recommend future improvements</li><li>
Work with alliance leads and Accenture IAM leads to further automate and enhance the delivery.</li><li>
Provide regular updates on the progress to the internal management and client stakeholders.</li><li>
Building knowledge capital through research and development and leveraging industry insights to deliver best of breed expertise to clients.</li><li>
Helping grow Accenture Security across North America through thought leadership and entrepreneurialism</li></ul>
Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements.</div></div>
 <div>Here&rsquo;s What You Need
<ul><li>
Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate&rsquo;s Degree, must have minimum 6 years work experience)</li><li>
Minimum of 8 years of experience in supporting SSO, IGA, PAM, directory management or similar solutions for very large number of systems, including designing and architecting solutions based on client requirements.</li><li>
Minimum of 5 years with:</li></ul>
<ul><li>Proven experience managing operations and improving IAM delivery.
</li></ul><ul><li>Strong understanding of service management</li></ul>
<ul><li>Demonstrate success building and scaling SaaS products with a focus on customer experience and operational efficiency.</li></ul>
<ul><li>Strong understanding of cloud-based systems and integrations (e.g., APIs, microservices architecture).</li></ul>
<ul><li>Analytical and data-driven with a deep appreciation for testing, performance metrics, and user feedback.</li></ul> 


Bonus points if you have:
<ul><li>
Experience working on SAP role management and GRC</li><li>
Experience working on SailPoint ISC</li><li>
Ability to influence and collaborate across different time zones and cultures.</li><li>
Prior work experience serving C-Level clients as an IAM lead.</li><li>
Expert level certifications in PingOne SSO, CyberArk EPV and Microsoft Identity and Access Administrator Associate</li></ul>

Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. 
We anticipate this job posting will be posted on 01/28/2026 and open for at least 3 days.

Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:

U.S. Employee Benefits | Accenture

Role Location Annual Salary Range

California $94,400 to $293,800

Cleveland $87,400 to $235,000

Colorado $94,400 to $253,800

District of Columbia $100,500 to $270,300

Illinois $87,400 to $253,800

Maryland $94,400 to $253,800

Massachusetts $94,400 to $270,300

Minnesota $94,400 to $253,800

New York $87,400 to $293,800

New Jersey $100,500 to $293,800

Washington $100,500 to $270,300</div>
 <div>New York City, NY
Albany, NY
Arlington, VA
Atlanta, GA
Austin, TX
Beaverton, OR
Bentonville, AR
Boston, MA
Carmel, IN
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Culver City, CA
Denver, CO
Des Moines, IA
Detroit, MI
Hartford, CT
Herndon, VA
Houston, TX
Irvine, CA
Irving, TX
Kirkland, WA
Los Angeles, CA
Miami, FL
Milwaukee, WI
Minneapolis, MN
Morristown, NJ
Mountain View, CA
Nashville, TN
Oklahoma City, OK
Overland Park, KS
Philadelphia, PA
Pittsburgh, PA
Raleigh, NC
Redmond, WA
Sacramento, CA
San Diego, CA
San Francisco, CA
Scottsdale, AZ
Seattle, WA
St. Louis, MO
St. Petersburg, FL
Walnut Creek, CA</div>
 <div>Requesting an Accommodation

Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter. 


Equal Employment Opportunity Statement

We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. 


Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.

Accenture is committed to providing veteran employment opportunities to our service men and women. 


Other Employment Statements

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.

Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. 
 
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please for additional important information.

Please read Accenture&rsquo;s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.</div>
 <div>We work with one shared purpose: to deliver on the promise of technology and human ingenuity. Every day, more than 775,000 of us help our stakeholders continuously reinvent. Together, we drive positive change and deliver value to our clients, partners, shareholders, communities, and each other.

We believe that delivering value requires innovation, and innovation thrives in an inclusive and diverse environment. We actively foster a workplace free from bias, where everyone feels a sense of belonging and is respected and empowered to do their best work.

At Accenture, we see well-being holistically, supporting our people&rsquo;s physical, mental, and financial health. We also provide opportunities to keep skills relevant through certifications, learning, and diverse work experiences. We&rsquo;re proud to be consistently recognized as one of the World&rsquo;s Best Workplaces&trade;.

Join Accenture to work at the heart of change. Visit us at www.accenture.com.</div>

Identity & Access Management Cyber Security IAM Operations Lead-NJ/NY

Lenox Advisors

<div>
 
 PORTF014590_4
 
 
 
 Who We Are
 
 
 
 Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We&rsquo;re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
 
 
 
 
 
 
 Job Summary
 
 
 
 The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client&rsquo;s current portfolio, reviewing wealth management analyses, and making asset allocation recommendations. The Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. One of the main purposes of this role is to give Asset Managers and Advisors (Relationship Managers) valuable analysis and insights into prospects and existing client portfolios in order to assist in pitches and reviews via our portfolio analysis and planning software. The analyst therefore plays a valuable role in indirectly gathering assets and maintaining healthy client relationships. They provide value to the client through their work in establishing appropriate asset allocations and identifying weaknesses and or strengths in their investment portfolios (whether they are invested with us or not). In addition, the Portfolio Analyst is the main point of contact for operationalizing our analysis and due diligence software while providing secondary coverage to managed and brokerage portfolio trades. This role requires keen attention to detail and must be comfortable speaking to internal and external clients. In this capacity, the analyst is responsible for trade execution and trade strategy. The role also requires maintaining and updating software and programs used by the asset management team.
 
 
 
 
 
 Must live near one of the following Lenox offices:
 
 
 
 
 
 Pleasant Hill, CA
 
 
 Los Angeles, CA
 
 
 Stamford, CT
 
 
 Chicago, IL
 
 
 New York, NY
 
 
 Springfield, MA
 
 
 Hunt Valley, MD
 
 
 
 
 
 
 Job Accountabilities
 
 
 <ul>
 <li>
 Participating member of the firm&rsquo;s Investment Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Annuity Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Complex Product Committee
 </li>
 <li>
 Contributing member of large (up to 150 participants) market update and training calls
 </li>
 <li>
 Analyzes performance, style, and risk measures for investment portfolios.
 </li>
 <li>
 Reviews client&rsquo;s account(s) and prepares portfolio reviews at the request of Relationship Managers and Asset Managers. This includes portfolio review, portfolio observation write-ups, reinvestment analysis to show before and after strategy implementation and Monte Carlo simulations.
 </li>
 <li>
 Recommends manager selections within managed accounts and variable annuities
 </li>
 <li>
 Evaluates client&rsquo;s outside accounts to make proper asset allocation recommendations
 </li>
 <li>
 Uses software tools to analyze clients&rsquo; outside accounts and current portfolio for proper allocation recommendations. Software tools include, Y:Charts, Right Capital, eMoney, Excel, Morningstar Annuity, Envestnet and Tamarac
 </li>
 <li>
 Fidelity Institutional Trading platforms (Wealthscape). Security, Debt &amp; Fund order entry
 </li>
 <li>
 Create &ldquo;portfolio observations&rdquo; for clients that bullet point questionable investment strategies within their overall portfolio and recommendations to better suit clients investment objective
 </li>
 <li>
 Performs due diligence on portfolio managers available within our broker/dealer to decide which will best fit the client&rsquo;s needs and documents all due diligence conversations of the IC
 </li>
 <li>
 Keeps abreast of current market conditions and changes through vendor conference calls and market outlooks
 </li>
 <li>
 Provides analysis of new and existing vendors and reviews possible software and technology enhancements
 </li>
 <li>
 Continuously maintain and update software in order that data consistently stays up to date with ever-changing market environments. Coordinate research and delivery of annual updates to capital market assumptions from Lenox Asset Management Committee and various external analyst desks, ensuring that data is then updated across platforms
 </li>
 <li>
 Assists Sr. Analysts, SVP of Asset Management, and Operations on special projects
 </li>
 <li>
 Act as one of the firm&rsquo;s lead traders for unmanaged full-service brokerage accounts, while consistently maintaining managed trading readiness
 </li>
 <li>
 Maintain and update strategic model portfolios in Right Capital, rooted in firm&rsquo;s capital market assumptions
 </li>
 <li>
 Provide ongoing support to newly developed investment and variable annuity solutions.
 </li>
 </ul>
 
 
 
 
 
 Job Competencies
 
 
 
 Required Knowledge
 
 <ul>
 <li>
 Experienced with broad asset class categories such as equity, fixed income and alternative investments
 </li>
 <li>
 Experienced with broad range of investment vehicles: open and closed ended funds, private offerings, process and event driven alternatives, and separately managed accounts
 </li>
 <li>
 Knowledge of applicable industry regulation and practices and competitors
 </li>
 <li>
 Writing and delivering attribution analyses
 </li>
 <li>
 Ability to converse directly on capital markets and economic fundamentals
 </li>
 <li>
 Experienced with due diligence reviews of money manager solutions
 </li>
 <li>
 Variable annuity solutions and optional riders
 </li>
 </ul>
 
 
 
 
 
 Required Skills/Abilities
 
 
 <ul>
 <li>
 Advanced time management skills
 </li>
 <li>
 Understanding of the regulatory regime (SEC, FINRA, DOL, IRS) which covers the business enterprise
 </li>
 <li>
 Able to think strategically and ask probing questions with confidence
 </li>
 <li>
 Excellent listening, communication and presentation skills
 </li>
 <li>
 Documentation skills and note taking acumen
 </li>
 <li>
 Willingness to be mentored by multiple parties in leadership and client portfolio management
 </li>
 <li>
 Prior experience with portfolio accounting, order or trading, billing, compliance, reporting, performance or CRM systems
 </li>
 <li>
 Recommend improvements to systems that drive operational efficiencies
 </li>
 </ul>
 
 
 
 
 Required Behaviors/Attitudes
 
 <ul>
 <li>
 Possess an intellectual curiosity about the capital markets and economy
 </li>
 <li>
 Fosters atmosphere of learning
 </li>
 <li>
 Possess an intellectual curiosity about the business
 </li>
 <li>
 High degree of organizational skills
 </li>
 <li>
 Understanding dependencies and project sequencing
 </li>
 <li>
 Results, delivery oriented
 </li>
 <li>
 Possesses a guardian instinct; protect the firm
 </li>
 <li>
 Communication is crisp, flat and often
 </li>
 <li>
 Team oriented; Demonstrates a service attitude
 </li>
 <li>
 Collaborative work style and commitment to get the job done
 </li>
 <li>
 Maintaining positive working environment
 </li>
 <li>
 Proactive; Self-Starter
 </li>
 <li>
 Demonstrates a service attitude
 </li>
 <li>
 Strives for Operational excellence
 </li>
 <li>
 Drive mindset that change is our competitive advantage
 </li>
 </ul>
 
 
 
 
 
 Education/Experience/License Requirements:
 
 
 <ul>
 <li>
 4-year college degree
 </li>
 <li>
 5 years of broad financial services background or general portfolio management experience
 </li>
 <li>
 Client facing communication a plus
 </li>
 <li>
 Series 7 required
 </li>
 <li>
 Series 66 preferred (will need to obtain)
 </li>
 <li>
 Life &amp; Health
 </li>
 <li>
 CFA, CFP or CIMA a plus
 </li>
 </ul>
 
 
 
 
 
 What We Offer:
 
 
 
 We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
 
 
 The base salary range for this position is $85,000.00 &ndash; $117,000.00 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
 
 
 
 
 
 
 NFP and You... Better Together!
 
 
 
 
 NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
 
 
 
 
</div>

Portfolio Analyst

Harlem Children's Zone

<div>Harlem Children&rsquo;s Zone (HCZ) &mdash; a world-renowned education and poverty-fighting organization based in New York &mdash; seeks an enthusiastic, dedicated, and mission-aligned Senior Salesforce Analyst for the Research and Evaluation Department.
The Senior Salesforce Analyst will bring a passion for the mission of Harlem Children&rsquo;s Zone: break the cycle of intergenerational poverty with comprehensive, on-the-ground programming that builds up opportunities for children and families to thrive in school, work, and life. 
Harlem Children's Zone seeks a Senior Salesforce Analyst to join our Data Science team within the Research and Evaluation Department, reporting to the Director of Data Science. As a crucial team member, you will play a key role in shaping our Salesforce strategy, providing technical expertise, and ensuring the long-term success of our Salesforce instance. The ideal candidate is a forward-thinking individual with a solid technical background and experience in Salesforce administration and project management.
For more information, check out Want to Work at Harlem Children&rsquo;s Zone. Here&rsquo;s 7 Things You Need to Know. 
Requirements 
<ul><li>
A bachelor's degree in Business Administration, Information Systems, Computer Science, or a combination of relevant education and equivalent professional experience.</li><li>
Minimum of 5+ years of experience in Salesforce administration and development, with experience creating and implementing Salesforce data strategy, preferably at a non-profit organization.</li><li>
Salesforce Apex Certification
</li></ul>Who You Are<ul><li>
Deep experience with Nonprofit Success Pack (NPSP) (required), Education Cloud, Marketing Cloud, Analytics Cloud, and Tableau CRM/Einstein Analytics.</li><li>
Expert-level knowledge of current Salesforce features, roadmap, and emerging technologies.</li><li>
Advanced proficiency in creating complex flows, process automation, and workflow optimization; strong knowledge of Apex, SOQL, and Lightning Platform development.</li><li>
Experience with Salesforce implementation; familiarity with data modeling and object-oriented design.
</li><li>Proven track record in data analysis, reporting, and dashboard creation with a focus on actionable insights.</li><li>
Strong project management and stakeholder management skills with the ability to lead cross-functional initiatives.</li><li>
Excellent communication skills for both technical and non-technical audiences, and a collaborative mindset.</li><li>
Strategic mindset with the ability to align technology solutions with organizational objectives and long-term vision.</li></ul>
What You&rsquo;ll Do<ul><li>
Develop and communicate a strategic vision for HCZ&rsquo;s Salesforce architecture.</li><li>
Design and implement scalable and efficient solutions to address business needs, aligning with industry best practices and HCZ&rsquo;s mission, values, and goals, in collaboration with the Salesforce Administrator and internal/external stakeholders. Solutions should be oriented towards increasing automation, easing data entry, improving data quality, and reducing data storage.</li><li>
Utilize expertise in Salesforce administration, Apex, flows, and database management to implement and customize Salesforce solutions.</li><li>
Manage and lead complex projects related to Salesforce, from planning and execution to monitoring and closure.</li><li>
Collaborate with department heads and cross-functional teams to identify project requirements, scope, and timelines.</li><li>
Ensure compliance with data privacy and security policies, including adherence to industry best practices, in collaboration with the Salesforce Administrator.</li><li>
Evaluate, select, and manage relationships with third-party vendors and integration tools in collaboration with the Director of Data Science and support their integration into the Salesforce environment.</li><li>
Provide technical mentorship and guidance to Salesforce Administrator and junior team members.</li><li>
Develop training materials and conduct knowledge transfer sessions.</li><li>
Stay current with Salesforce releases and industry best practices, sharing insights with the broader organization.</li><li>
Support day-to-day Salesforce administration tasks as needed, ensuring seamless operations.</li></ul>
Schedule<ul><li>
Monday through Friday, 9 AM - 5 PM
</li><li>Hybrid (3 days in the office, 2 days remote)</li><li>
This is an exempt, full-time position under applicable wage and hourly laws</li></ul> 
Benefits 
As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping the Evaluation Department thrive. We offer highly competitive salaries, a comprehensive benefits package, and growth opportunities.
Our exceptional full-time benefits include:<ul><li>
Highly competitive base salaries</li><li>
Paid time off</li><li>
Employee referral bonus</li><li>
Career Advancement</li><li>
No-cost health insurance</li><li>
Life Insurance</li><li>
Short-and long-term disability</li><li>
Additional voluntary benefits</li><li>
Wellness discounts</li><li>
Commuter benefits</li><li>
Financial wellness perks</li><li>
Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.)</li></ul>
The salary range for this position is $85,000-$95,000 per year. To be considered, interested applicants should apply directly through the posting. No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. Harlem Children's Zone and Promise Academy Charter Schools are unable to provide employment visa sponsorship for this position.</div>

Senior Salesforce Analyst

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