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<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Vice President, Wealth Planner - Indianapolis, IN

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Sales

Branch Leader - Upper West Side, NY

<h3>Job Description:</h3>The RoleThe Registered Principal associate (RP) reviews outbound communication and marketing materials to ensure compliance with applicable laws, rules and regulations and Fidelity policies. The RP is responsible for executing timely review and identification of any non-compliant materials and consulting with compliance and content owners to ensure complaint communications are distributed to customers.The Expertise and Skills You Bring <ul><li>Series 7, 63, 24 required</li><li>4-year college degree preferred</li><li>Directly related experience including communications, marketing or compliance experience preferred</li><li>Knowledge of ERISA, IRS/DOL, FINRA and SEC regulations, plan design, communication and operational procedures</li><li>Strong ability to understand and communicate sophisticated regulatory requirements</li><li>Effective communicator who is skilled at interactions with employees at all levels</li><li>Ability to multi-task and prioritize work according to changing deliverables</li><li>Ability to identify potential risks and issues and use good judgement to raise concerns</li><li>High level of personal integrity and professionalism</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamWe support Fidelity’s 401k plan sponsors in the creation and distribution of Fidelity’s participant programs and delivery of communication and education. You will work internally with key business partners like Communications Consultants, Communications Project Managers, Marketing, and Compliance to ensure all distributed communications comply with applicable laws, rules and regulations and Fidelity policies.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Compliance Advisor

<h4>Description</h4> As a Senior Business Analyst, you will join a team of passionate Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad. The Expertise and Skills <ul><li>Education </li><li>BS or BA Required </li></ul><li>Experience: </li><li>5 – 7 years of Business Analysis experience required </li><li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li><li>The ability to critically analyze complex business requirements/product issues </li><li>Proven understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories </li><li>Ability to function at a high level in an exciting Agile work environment </li><li>Strong technical skills and an ability to apply them in an analytical process </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure </li><li>Advanced skills in MS Word, MS Excel, and MS Access The Value You Deliver <ul><li>Partner with the Client delivery Portfolio Manager and Healthcare Program Managers to understand the goals and the work for each sprint </li></ul><ul><li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities </li><li>Perform root cause analysis when issues arise before and after code migrations </li><li>Assist with training, mentoring and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad </li></ul></li>

Fidelity TalentSource

Business Analyst

At American Express, our culture is built on a 175-year history of innovation, shared&nbsp;values&nbsp;and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you’re finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.Enterprise Data Risk Management (“EDRM”), within the Global Risk &amp; Compliance Organization, is the independent risk management function covering risk of financial loss, reputational damage, or regulatory or legal action resulting from inadequate data governance and/or data management practices adversely impacting the accuracy, timeliness, comprehensiveness, or usability of data within or throughout its lifecycle.&nbsp;EDRM is hiring an Analyst who will play a key role in setting up the new transaction testing function within the Enterprise Data Risk Management team to ensure financial transactions are accurate, complete and adhering to regulatory standards.Responsibilities include, but are not limited to:<ul><li>As testing will traverse products and systems across American Express, this analyst will develop a risk-based approach to determine the prioritization and cadence of reviews for transaction testing of regulatory reports via comprehensive test plans, test cases and test scripts for transaction testing based on the regulatory reports, products and systems considering applicable regulatory requirements and internal American Express Policies. Support risk mitigation strategies by identifying, evaluating and prioritizing data risks to develop tailored testing methodologies aligned to regulatory reporting processes and underlying transaction data complexity.</li></ul><ul><li>Analyze large datasets to identify discrepancies, anomalies, and gaps in reported values by performing validations against source systems/points of origin. Implement transaction testing across regulatory reports to further validate accuracy and completeness of reported values against the points of origin.&nbsp;</li></ul><ul><li>Design and prepare 2LoD transaction testing review reports summarizing the approach, testing methodology and outcomes inclusive of findings, if any. Document testing processes outcomes - including issues, results and overall accuracy. Contribute to detailed transaction testing across various card products and systems to validate data feeding into regulatory reports. Prepare and report updates on transaction testing and identified data risks to senior management.&nbsp;</li></ul><ul><li>Perform data management controls testing across regulatory reports to validate overall control design, operational effectiveness and coverage.&nbsp;</li></ul><ul><li>Stay abreast of changes in banking regulations and reporting requirements (e.g., FFIEC, FRB, OCC, FDIC) to ensure transaction testing aligns with current mandates, regulations, industry standards, emerging trends and overall best practices.&nbsp;</li></ul>Qualifications:<ul><li>Degree in Finance, Accounting, Business Administration, Risk Management, or other related discipline is required.</li></ul><ul><li>2-3 years of experience in regulatory reporting team, audit, compliance or risk management within the banking or financial services industry. Demonstrated experience in transaction testing, data validation, and analysis is preferred. As well as additional experience or understanding of financial analytics, reporting, data analytics, data controls and data transformation logics. Requesting strong knowledge of data governance, data compliance, and data-related issue management in large financial services firms. Utilize data and business analytics background to develop winning strategies and drive business decision making.</li></ul><ul><li>Knowledge, experience, or familiarity in regulatory reporting (FR2052a, FRY15, FRY9C, FRY14 etc.), audit, US GAAP and financial accounting is preferred.</li></ul><ul><li>Proficient in using data analysis tools (e.g., Excel, SQL), and knowledge of database systems.</li></ul><ul><li>Strong analytical, problem-solving, and critical thinking skills are important.&nbsp;</li></ul><ul><li>Adept verbal and written communication skills, including the ability to explain complex problems and ideas clearly and succinctly to senior management. Effectively manage multiple, and often conflicting, priorities under tight timeframes and adapt to frequent change.</li></ul>Salary Range: $55,000.00 to $105,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>

American Express

Analyst-Risk Management; Regulatory Reporting Transaction Testing

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.OverviewThis position is within the Global Risk and Compliance unit at American Express, the Enterprise’s 2nd line of defense.We are seeking a skilled and detail-oriented professional to join our team as a model risk governance manager. Responsibilities for this role include overseeing and enhancing the organization's model risk governance framework, ensuring compliance with regulatory requirements (e.g., SR 11-7), and effectively managing the enterprise-wide model risk management program. The individual will collaborate with various stakeholders, including model owners, validation teams, internal audit, and senior management, to maintain a robust model risk management program. The ideal candidate will possess a strong understanding of various technologies, exceptional analytical skills, and the ability to ensure compliance with relevant policies and guidelines.Key Responsibilities<ul><li>Governance Framework:</li></ul>oImplement and maintain the organization's model risk management framework, policy, standards, and procedures.oStay informed about relevant industry regulations and standards.oMaintain a comprehensive model inventory.oMonitor adherence to model risk management policies and procedures, and implement corrective actions as needed.<ul><li>Regulatory Compliance:</li></ul>oStay abreast of evolving regulatory requirements and industry trends related to model risk management.oEnsure compliance with relevant regulations, including SR 11-7 and other applicable guidelines.oManage regulatory and audit responses related to model risk management.<ul><li>Risk Reporting:</li></ul>oMonitor and report on model risk exposures and trends.oEnsure timely and accurate reporting of model risk issues to senior management and committee.<ul><li>Stakeholder Collaboration:</li></ul>oAct as a liaison between model risk management, business units, internal audit, and regulatory bodies.oCollaborate with model owners and validation teams to ensure adherence to model risk governance requirements.oProvide guidance and support to stakeholders on model risk-related matters.This position will provide the opportunity to interface directly with Senior Leaders within GRC as well as across the enterprise; the nature of the work is fast paced with high impact.Minimum QualificationsSkills:<ul><li>Analytically superior and a good problem solver</li><li>Able to demonstrate strong knowledge of risk and financial management</li><li>Good communication and interpersonal skills; able to clearly articulate or interpret technical documents, regulatory guidelines, and complex project requirements in a concise manner to various stakeholders</li><li>Outstanding multi-tasking and project management skills</li><li>Superb teamwork aptitude, to work with colleagues and stakeholder across various AXP offices globally</li><li>Strong Microsoft Excel, PowerPoint skills; </li><li>Extremely high attention to detail</li><li>Self-starter and enthusiastic attitude</li></ul>Educational Requirement:<ul><li>Bachelor’s degree in management or science (statistics, finance, decision science, economics, or closely related fields)</li><li>Graduate degree such as M.S. and Ph.D. (in statistics, finance, decision science, economics, or closely related fields); or MBA is preferred</li><li>0-3 years of experience in related field</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>

Manager – Model Risk Management – 2nd Line of Defense

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.This position is within the Global Risk and Compliance unit at American Express, the Enterprise’s 2nd line of defense.We are seeking a skilled and detail-oriented professional to join our team as a model risk governance manager. Responsibilities for this role include overseeing and enhancing the organization's model risk governance framework, ensuring compliance with regulatory requirements (e.g., SR 11-7), and effectively managing the enterprise-wide model risk management program. The individual will collaborate with various stakeholders, including model owners, validation teams, internal audit, and senior management, to maintain a robust model risk management program. The ideal candidate will possess a strong understanding of various technologies, exceptional analytical skills, and the ability to ensure compliance with relevant policies and guidelines.Key Responsibilities<ul><li>Governance Framework:</li></ul>oImplement and maintain the organization's model risk management framework, policy, standards, and procedures.oStay informed about relevant industry regulations and standards.oMaintain a comprehensive model inventory.oMonitor adherence to model risk management policies and procedures, and implement corrective actions as needed.<ul><li>Regulatory Compliance:</li></ul>oStay abreast of evolving regulatory requirements and industry trends related to model risk management.oEnsure compliance with relevant regulations, including SR 11-7 and other applicable guidelines.oManage regulatory and audit responses related to model risk management.<ul><li>Risk Reporting:</li></ul>oMonitor and report on model risk exposures and trends.oEnsure timely and accurate reporting of model risk issues to senior management and committee.<ul><li>Stakeholder Collaboration:</li></ul>oAct as a liaison between model risk management, business units, internal audit, and regulatory bodies.oCollaborate with model owners and validation teams to ensure adherence to model risk governance requirements.oProvide guidance and support to stakeholders on model risk-related matters.This position will provide the opportunity to interface directly with Senior Leaders within GRC as well as across the enterprise; the nature of the work is fast paced with high impact.Minimum QualificationsSkills:<ul><li>Analytically superior and a good problem solver</li><li>Able to demonstrate strong knowledge of risk and financial management</li><li>Good communication and interpersonal skills; able to clearly articulate or interpret technical documents, regulatory guidelines, and complex project requirements in a concise manner to various stakeholders</li><li>Outstanding multi-tasking and project management skills</li><li>Superb teamwork aptitude, to work with colleagues and stakeholder across various AXP offices globally</li><li>Strong Microsoft Excel, PowerPoint skills; </li><li>Extremely high attention to detail</li><li>Self-starter and enthusiastic attitude</li></ul>Educational Requirement:<ul><li>Bachelor’s degree in management or science (statistics, finance, decision science, economics, or closely related fields)</li><li>Graduate degree such as M.S. and Ph.D. (in statistics, finance, decision science, economics, or closely related fields); or MBA is preferred</li><li>0-3 years of experience in related field</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>

Job Title FWS Fall 2025, Enrollment Management Telecats Requisition Number DU13543 Department Name 1B531:Federal Work Study Work Location 160 Funkhouser Dr Lexington, KY 40506 Salary Range $12.00 Type of Position Student Position Time Status Part-Time Required Education N/A Required Related Experience Customer Service Required License/Registration/Certification N/A Physical Requirements Sitting for duration of shift. Shift Monday – Thursday 2:00 PM – 6:00 PM. Student is required to work at least two days per week. Combination of days and times are flexible. Job Summary Assist the Office of Undergraduate Admission by calling prospective students regarding admission and recruitment events. Also assist in preparing for upcoming events and recruitment programs.&nbsp; Skills / Knowledge / Abilities N/A Does this position have supervisory responsibilities? No Preferred Education/Experience Customer Service Deadline to Apply 08/04/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

FWS Fall 2025, Enrollment Management Telecats

About Us: Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp; We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp;JOB SUMMARY:CorroHealth is hiring a Coordinator, Appeals Management!ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp; Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.About this position:Location:&nbsp;Remote (Within US Only)Required Schedule: Monday - Friday, 8:00 AM - 5:00 PM ESTHourly Salary:&nbsp;$18.27 (firm)Overview:Our Denial Management department is responsible for managing denied inpatient referrals from our partnered clients, handling a consistently high volume of cases each day. We support approximately 100 facilities, utilizing a structured workflow coordinated through a dedicated queue schedule maintained in SharePoint. Each team member is assigned specific facilities or tasks but remains cross-trained to work across multiple areas to ensure seamless coverage and operational flexibility. The department functions exclusively as an outbound call center, with all incoming communication routed to a centralized mailbox for triage and follow-up.Responsibilities:&nbsp;<ul><li>The role requires being on the phone 90% of the time making outbound calls so a HIPAA-compliant, quiet work environment is essential.</li><li>Call payers to schedule Peer to Peer calls with CorroHealth Medical Directors.&nbsp;</li><li>Call payers on cases that are past Peer to Peer scheduled time frame.&nbsp;</li><li>Document information from payer calls in CorroHealth proprietary system.&nbsp;</li><li>Enter account status into multiple databases.&nbsp;</li><li>Support various functions within the department such as case entry support, Peer to Peer support, and appeals support.&nbsp;</li><li>You will work independently but must also be able to collaborate and work within a team setting.</li><li>Perform other duties as assigned.&nbsp;</li></ul>Skills Required: <ul><li>Must love communicating with others over the phone.</li><li>Strong verbal and written communication skills. Will need to articulate to payors what is needed and be able to quickly document any relevant information that is obtained.</li><li>Detail-oriented. This position requires the ability to multi-task, work on multiple screens and programs at a time, so must be able to toggle back and forth and keep everything organized.</li><li>You will be working to solve issues, so someone who likes to problem solve, seeks resolution and likes to take initiative will be a great fit!</li><li>Works independently but is a team player.&nbsp;</li><li>Able to work in a fast-paced environment.</li><li>Required to keep all client and sensitive information confidential.&nbsp;</li><li>Strict adherence to HIPAA/HITECH compliance&nbsp;</li></ul>Education/Experience Required: &nbsp;<ul><li>High School Diploma or equivalent required. Bachelor’s degree preferred.</li><li>Call center experienced preferred.</li><li>Understanding of denials processes for Medicare, Medicaid, and Commercial/Managed Care product lines, a plus&nbsp;</li><li>Prior experience of accessing hospital EMR’s and Payer Portals preferred.&nbsp;</li><li>Proficient in MS Word and Excel.</li><li>In excel you must be able to open a spreadsheet, utilize formulas such as adding, subtracting, multiplying. You should be able to copy in past in cells as well as create multiple worksheets within a workbook.</li><li>Accurate keyboard skills. You should be able to type a minimum of 30wpm.</li></ul>What we offer:<ul><li>Hourly salary $18.27 (firm)</li><li>Medical/Dental/Vision Insurance</li><li>Equipment provided</li><li>401k matching (up to 2%)</li><li>PTO: 80 hours accrued, annually</li><li>9 paid holidays</li><li>Tuition reimbursement</li><li>Professional growth and more!</li></ul>PHYSICAL DEMANDS: Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

CorroHealth

Coordinator, Appeals Management

North Idaho College Head Start is seeking a&nbsp;Part-Time Facility Technician&nbsp;for our Coeur d Alene location. Under general supervision, this role helps ensure a clean, safe, and welcoming environment for children, families, and staff. As a Facility Technician, you will be responsible for all janitorial duties outlined in the center's janitorial schedule. You'll work with the Center Assistant and Supervisor to complete facility maintenance, implement strategic plan tasks, and address needed repairs. Daily work includes maintaining both the interior and exterior of the building, such as sweeping, window cleaning, landscaping, and gutter clearing. You'll also operate equipment such as snow blowers, mowers, and hand tools, and support event set-up, storage organization, and general upkeep. The ideal candidate can read and follow oral and written instructions, operate required equipment, and consistently follow established procedures. We're looking for someone with strong interpersonal skills who demonstrates professional ethics and confidentiality, and who interacts respectfully with people from all backgrounds. You should be able to represent the Head Start program positively and professionally in all settings. If you're reliable, detail-oriented, and committed to maintaining high standards of cleanliness and safety, we encourage you to apply. Starting pay:&nbsp;$15.35 Work Site Location:&nbsp;Head Start - Coeur d Alene Work Schedule:&nbsp;up to 19.5 hrs per week, Sept-May Job Description linked below:&nbsp;(some job boards may not include active links so please click&nbsp;Apply Now on the NIC website&nbsp;or go to&nbsp;<a href="http://www.nic.edu/jobs" target="_blank">www.nic.edu/jobs</a>&nbsp;to see full details);&nbsp; &nbsp;<a href="https://secure.dc4.pageuppeople.com/apply/TransferRichTextFile.ashx?sData=UFUtVjMt9ImBkyG3RCV0giGyMGDvSMcwT3e7RvK3P4VsMmfDelxU2KpXQ7URp4OAUDreV0y5OvxQdAp4Jdm-Xa_kdzycLWjocqT_r17UBSwj9LdXt2ClBWpBBAXWCNeeZ8b9avNg-6-F-G3BlELFs7iCUkXyfQ%7e%7e" target="_blank">Facility Technician.pdf</a> Minimum Qualifications High school diploma or GED and One (1) year of custodial/maintenance experience Required License and/or Certifications: "¢ Maintain current Infant/Child &amp; Adult CPR and First Aid. "¢ Pass an enhanced criminal background check including fingerprinting, as required by Head Start Program Performance Standards and Child Care Licensing requirements, prior to first day of work Employment is contingent upon successful completion of background check and proof of degree if required&nbsp;for this position.&nbsp; Application materials include:&nbsp;&nbsp;resume, cover letter Applications ONLY accepted through the North Idaho College Website! Advertised: June 20, 2025Applications close: July 04, 2025 11:55 PM

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