Job Results
Financial Services
Posted 3 weeks
Examiner, Claims Location: FL
Molina Healthcare - Jacksonville, FL
JOB DESCRIPTION Job Summary Provides support for claims examination activities including evaluation of adjudication of claims to identify incorrect coding, abuse and fraudulent billing practices, waste, overpayments, and processing errors. Essential Job Duties • Evaluates the adjudication of claims using standard principles, and state-specific regulations to identify incorrect coding, abuse and fraudulent billing practices, waste, overpayments, and claims processing errors. • Manages a caseload of claims - procures all medical records and statements that support the claim. • Makes recommendations for further investigation and/or resolution of claims. • Reduces defects through proactive identification of error issues as it relates to pre-payment of claims through adjudication/trend identification, and recommends solutions to resolve issues. • Meets claims department quality and production standards. • Supports claims department initiatives to improve overall claims function efficiency. • Completes basic claims projects as assigned. Required Qualifications • At least 1 year of experience in a clerical role in a claims, and/or customer service setting - preferably in managed care, or equivalent combination of relevant education and experience. • Data entry and research skills. • Organizational skills and attention to detail. • Time-management skills, and ability to manage simultaneous projects and tasks to meet internal deadlines. • Customer service experience. • Effective verbal and written communication skills. • Microsoft Office suite and applicable software programs proficiency. Preferred Qualifications • Health care claims/billing experience. To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board. Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V
Posted 3 weeks
Treasury Manager
KLS Martin Group - Jacksonville, FL 32246
Job Summary The Treasury Manager is responsible for leading the Company's treasury function by ensuring effective liquidity management, financial risk oversight and stewardship of the Company's banking and treasury operations. The role develops strategies and processes that protect the Company's financial assets, support operational and strategic objectives and maintain compliance with applicable financial policies and regulatory requirements. Working collaboratively across Finance and the broader organization, the Treasury Manager partners with internal stakeholders and external financial institutions, advisors and service providers to strengthen financial controls, optimize treasury operations and support informed business decision-making. Essential Functions, Duties, and Responsibilities Treasury Management Lead the Company's treasury operations, including the daily cash position, liquidity management and short-term and long-range cash flow forecasting. Manage banking relationships, including banking services, account administration, financing arrangements and treasury products. Own bank account administration, including authorized signers, user access, account maintenance and banking documentation. Administer the Company's corporate payment programs, including ACH, wire transfers and corporate credit card programs, ensuring appropriate controls and fraud prevention measures. Monitor and manage the Company's debt, line of credit and other financing arrangements, ensuring compliance with debt covenants, timely processing of all payments and lender reporting requirements. Lead working capital initiatives by partnering across the organization to optimize cash flow and liquidity. Risk Management & Compliance Develop and implement strategies to manage foreign currency exposures and other treasury-related financial risks. Serve as the primary finance liaison for the Company's commercial insurance programs, coordinating renewals, claims, broker relationships and coverage administration. Ensure timely payment for all policies and appropriate record keeping. Coordinate outsourced tax compliance activities by managing relationships with external tax advisors and ensuring required financial information, filings and tax payments are completed accurately and in a timely manner. Maintain tax compliance calendars, supporting documentation and records of tax filings, payments, notices and correspondence. Develop and maintain treasury, tax oversight and financial risk policies and procedures that support strong internal controls and regulatory compliance. Stay informed of regulatory, banking, tax and insurance developments that may impact the Company, keeping the executive team informed and recommend appropriate actions. Process Improvement & Automation Identify and lead continuous improvement initiatives that streamline treasury, banking, tax administration and risk management processes. Leverage existing technologies and recommend new solutions that improve efficiency, automation, reporting accuracy and financial controls. Standardize treasury reporting, cash forecasting and financial governance processes to improve consistency and scalability. Partner with Finance Technology & Transformation and Information Technology to automate manual processes and enhance treasury capabilities. Business Partnership & Financial Governance Partner with Accounting to ensure treasury, financing, insurance and tax-related transactions are accurately recorded and reconciled. Collaborate with FP&A on cash forecasting, capital planning, financing strategies and long-range financial planning. Support strategic initiatives, financing activities and organizational growth by providing treasury and financial risk expertise. Develop executive reporting and key performance indicators that provide visibility into cash, liquidity, financing, working capital and financial risk. Build strong relationships with banking partners, insurers, tax advisors, auditors and internal stakeholders to ensure effective financial governance. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Educational and Experience Requirements Bachelor’s degree in finance, accounting, economics, or related field; Advanced degree and/or certification (e.g., CPA, CTP) preferred. Five or more years of progressive experience in treasury, corporate finance, banking or related financial functions. Experience managing cash forecasting, banking relationships, financing arrangements and treasury operations. Advanced proficiency with Microsoft Excel and Microsoft Office applications, with the ability to develop scalable financial models, executive reporting and data-driven analyses. Experience with SAP or a comparable ERP system preferred. Knowledge, Skills, and Abilities Demonstrated commitment to continuous improvement through process optimization, automation and effective use of technology to enhance treasury operations, strengthen reporting capabilities and deliver meaningful executive insights. Excellent analytical, problem-solving, and critical-thinking skills to identify opportunities and provide innovative solutions. Effective communication and interpersonal skills to collaborate effectively with cross-functional teams and stakeholders. Ability to synthesize financial data into meaningful analyses and executive-level insights that support operational and strategic decision-making. Ability to inspire and motivate others, fostering a positive work environment that encourages growth, creativity, and continuous learning. High standards of integrity and professionalism, with a commitment to maintaining the confidentiality and security of financial information. Demonstrated ability to manage multiple priorities, exercise sound judgment and drive issues through successful resolution. Self-motivated with a strong sense of ownership, accountability and initiative. Skill Requirements Typing/computer keyboard Utilize computer software (specified above) Retrieve and compile information Maintain records/logs Verify data and information Organize and prioritize information/tasks Operate office equipment Advanced mathematical concepts (fractions, decimals, ratios, percentages, graphs) Verbal communication Written communication Public speaking/group presentations Research, analyze and interpret information Investigate, evaluate, recommend action Leadership and supervisory, managing people Basic mathematical concepts (e.g. add, subtract) Abstract mathematical concepts (interpolation, inference, frequency, reliability, formulas, equations, statistics) Physical Requirements Sitting for extended periods Extended periods viewing computer screen Reading Speaking Hear/Listen Maintain regular, punctual attendance Lifting/carrying up to 20 pounds various items Repetitive Motions Bending/Stooping Reaching/Grasping Writing Hazards Normal office environment All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. KLS Martin is a drug-free employer
Posted 3 weeks
Senior Accounting Coordinator
Jacksonville Jaguars - Jacksonville, FL
About the Jacksonville Jaguars The Jacksonville Jaguars are a professional football team and a member of the National Football League’s AFC South Division. The Jaguars are one of the NFL’s youngest franchises, playing their first regular season home game on Sept. 3, 1995, in Jacksonville, Fla., and have since won five division titles. The Jaguars are owned by Shahid Khan, a visionary leader whose businesses include Flex-N-Gate, Fulham Football Club, All Elite Wrestling, Bold Events and Iguana Investments. Since 2012, Mr. Khan has had a positive impact on the Northeast Florida community through his investment in the team, capital improvements to EverBank Stadium and the creation of Daily’s Place, which hosts upwards of 40 concerts a year. Through the Jaguars Foundation, the Khan Family has donated more than $39 million to many worthy causes, including in three key areas of focus: neighborhood revitalization, youth development and NFL-league-wide initiatives. The Jaguars and Iguana Investments opened the Miller Electric Center, a state-of-the-art sports performance center and home to Jaguars football operations in 2023. Over the next several years, the Jaguars and Iguana Investments will complete Phase 1 of the Jacksonville Shipyards, a revitalization of the St. Johns Riverfront which will include a Four Seasons Hotel and Private Residences, an office building inclusive of the Jaguars front office headquarters, and a modernized marina and support building, as well as begin additional projects to transform the area around the stadium into a year-round, mixed-use sports and entertainment district. In 2024, the Jaguars and the City of Jacksonville announced plans to move forward with a reimagined Stadium of the Future, securing Jaguars football in Jacksonville for generations to come, and a continuation of annual traditions of the Florida-Georgia Football Classic and TaxSlayer Gator Bowl while also opening opportunities for future Super Bowls, Final Four tournaments, college football playoffs, marquee concerts and more. The Stadium of the Future features a protective canopy, wider concourses, new communal spaces, scenic lookout decks, immersive in-bowl technology, new seating types and a public Floridian nature park. Additional details can be found at www.jaguars.com/stadiumofthefuture. We are committed to creating an environment that fosters the growth and success of a highly engaged workforce in the professional sports and entertainment. Our company culture seeks individuals who embody our core company principles: Passion, Respect, Innovation, Dedication, and Empowerment (PRIDE). Our company fosters a culture of continuous learning and a commitment to excellence, while also recognizing the significance of infusing excitement, originality, and fun into the workplace. By integrating these values and concepts, we establish a robust and dynamic work environment that upholds our vision of being a championship NFL team, an innovative entertainment company, and an exceptional community leader. Summary The Jacksonville Jaguars are currently seeking a Senior Accountant to join our Corporate Accounting team. This position will assist with day-to-day accounting functions, which include but are not limited to accounts receivable, invoice processing, journal entries, balance sheet account reconciliations, transaction research, month-end close, and both internal and NFL financial reporting. The ideal candidate must be reliable in both work product and work ethic, have a keen eye for detail, is inquisitive, enjoys learning, exhibits a commitment to excellence in all areas of work, produce high-quality deliverables, professional in interactions, and is comfortable taking initiative. Job Responsibilities Record journal entries as part of the month-end close process, including revenue and expense recognition, related-party transactions, accounting transactions going through the balance sheet, and cash coding. Perform full cycle sponsorship or ticketing accounts receivable functions to include invoicing, payment tracking or research, and account aging. Correspond with outside stakeholders and third parties as needed around ticketing or sponsorship matters. Perform treasury functions including wire requests and preparation of bank reconciliations. Ensure that balance sheet accounts are accurately stated and reconciled to the appropriate support. Research variances, determine root causes, and make adjusting entries when applicable. Assist with year-end audit procedures including preparation of GAAP financial statements and NFL required reports. Assist with accounting related to Daily’s Place Amphitheater, Jacksonville Jaguars Foundation, and/or the Stadium of the Future. Assist with exploring new technologies options for the Corporate Accounting team. Ad hoc projects and other duties as assigned by management. Job Requirements Required Bachelor’s degree in accounting or finance Minimum 3-4 years of accounting experience Ability to self-teach and learn new processes/technologies quickly Ability to multi-task in a fast-paced, changing environment. Must work well under time constraints Positive and professional demeanor, excellent verbal and written communication skills, and ability to interact effectively with a variety of team members in various departments Proficiency in Microsoft Office applications Collaborate internally and with other departments Desire to continue professional learning Must display strong ethical conduct Must be able to work in a fast-paced environment. Preferred Master’s degree in accounting, finance, or related field CPA, CPA eligible, or other certification Excellent analytical, problem-solving skills, and attention to detail Knowledge of software: Microsoft Great Plains, Archtics, Salesforce, or Adaptive Perks and Offerings Here is insight into some of the perks and offerings of the Jaguars and Bold Events: Health, Dental, Vision, Life, and Pet insurance options Mobile phone stipend 100% match of the employee’s contribution, up to 5% of income, in company 401(k) program 16 weeks of paid parental leave, including adoption; Leave Sharing option available Company provided lunch during the work week Wellness Programs inclusive of: Employee Assistance Program through NFL Lifeline as well as Colonial Life; preferred access to mental health appointments; access to onsite weight facility; company sponsored rec leagues; significant discounts to local YMCA; wellness challenges; Modern Health Team member recognition and mentor programs 21 paid company holidays in addition to 17 days of PTO (that’s over 1 month of paid time off!); Summer Fridays; flex scheduling JagsU’s and various company and departmental training and development options; internal shadow program; senior leadership lunches; programming through prestigious universities Various employee events and celebrations such as: an Employee Anniversary Celebration, PRIDE Awards Ceremony, Employee Days of Service, Employee Appreciation Day, a holiday party, quarterly all team meetings, and more Opportunity to receive tickets to various events such as Jaguars home games and concerts, as well as other local, ticketed events Various other perks and discounts through local partners Onsite notary Perks and offerings are subject to change and may be dependent upon role View http://www.jaguars.com/careers/ to learn more about what it means to be a part of the Jaguars team! Applications are being accepted online only. Please do not call to apply for this position. Please provide complete information. An incomplete application may affect your consideration for this position. The Jacksonville Jaguars are committed to a policy of equal employment opportunity and will not discriminate against an applicant on the basis of race, color, religion, creed, national origin, ancestry, sex, age, disability, veteran status, genetic information or any other legally recognized protected basis under federal, state or local laws, rules, or legal requirements. By submitting this application, you understand that you may be subject to a pre-employment drug test. You certify that the information in your application is true, correct and complete. You authorize the Jaguars and its representatives to contact your prior and current employer and other references and all others for purposes of confirmation of the information you have provided. You understand your application is subject to, among other things, your eligibility to work in the United States. Any personal data (including any sensitive personal data) that you provide to the Jaguars as part of the recruitment process and/or otherwise for potential employment may be held and processed for the purposes of your registration, application and potential selection and in connection with any subsequent employment or placement at the Jaguars or any of its affiliates. That data may be retained and further processed for the purposes of matching your skills and qualifications to future positions, identifying you as a potential candidate for future positions, to inform you of future positions and analytics in respect of who applies for positions with the Jaguars. If you are selected for the opportunity for which you apply, your personal data may be used for the purposes of entering into a relationship with the Jaguars, including sending you correspondence or general information relating to the employment relationship. Your personal data may be disclosed to Jaguars affiliates and to third-party organizations providing services to the Jaguars. Your personal data will be retained in accordance with the Jaguars document retention policies and applicable laws.
Posted 3 weeks
Financial Analyst
ARCO a Family of Construction Companies - Ponte Vedra Beach, FL 32082
*Overview* We are seeking a dynamic and detail-oriented Finance Analyst to join our team and drive financial excellence across our organization. In this role, you will be instrumental in analyzing financial data, developing robust financial models, and providing strategic insights to support informed decision-making. Your expertise will help optimize financial performance, ensure regulatory compliance, and contribute to the company’s long-term growth. This position offers an exciting opportunity to work at the forefront of corporate finance, leveraging your analytical skills and financial acumen to make a meaningful impact. *Duties* * Conduct comprehensive variance analysis reporting to identify trends, discrepancies, and opportunities for cost savings or revenue enhancement. * Develop and maintain financial projection models to support strategic planning and forecasting activities. * Prepare detailed financial statements in accordance with IFRS (International Financial Reporting Standards) and other regulatory requirements. * Perform profit & loss analysis, cost accounting, and account analysis to evaluate financial health and operational efficiency. * Utilize business intelligence tools and financial reporting software to generate insightful reports for management review. * Support SOX (Sarbanes-Oxley Act) compliance efforts through meticulous internal control testing and documentation. * Collaborate with cross-functional teams on budgeting, pricing strategies, investment analysis, and organizational planning initiatives. *Requirements* * Proven experience in corporate accounting, public accounting, or financial analysis roles with a strong understanding of financial concepts. * Proficiency in financial software, Excel data analysis, and financial report writing tools. * Demonstrated ability in financial model development, including forecasting analysis and business intelligence applications. * Knowledge of IFRS standards, SOX compliance procedures, and regulatory reporting requirements. * Strong data analysis skills with the ability to interpret complex financial statements and perform variance analysis reporting. * Excellent organizational skills with the capacity to manage multiple projects simultaneously while maintaining attention to detail. * Bachelor’s degree in Finance, Accounting, Economics or a related field; professional certifications such as CFA or CPA are a plus. Join us as a Finance Analyst and become a vital part of our mission to deliver strategic insights that propel our organization forward! Pay: $90,000.00 - $150,000.00 per week Benefits: * 401(k) * Dental insurance * Employee assistance program * Flexible schedule * Health insurance * Life insurance * Paid time off * Relocation assistance * Retirement plan * Vision insurance Work Location: Hybrid remote in Ponte Vedra Beach, FL 32082
Posted 3 weeks
Senior Banker – Jacksonville South Market
Bank of America - Jacksonville, FL 32258
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skills Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 3 weeks
Financial Advisor
Northwestern Mutual - Jacksonville, FL 32216
Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications: You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.
Posted 3 weeks
Gen AI Software Engineer – Vice President
Citi - Jacksonville, FL
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients’ best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services. Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We’ll enable growth and progress together. Responsibilities: Accountable for executing and driving results on large-scale efforts or multiple smaller efforts and serving as a development lead for most medium and large projects. This includesexpertisewith application development methodologies and standards for program analysis, design, coding, testing,debuggingand implementation. Accountable forexhibitinga strong understanding of client core business functions. Required to support situations in which end user consultation isrequiredtoidentifysystem function specifications and incorporate them into overall system design and delivery. Additionally,utilizecomprehensive knowledge of multiple areas within technology to achieve technologicalobjectives. Independent work style, requiring little or no guidancebymore senior developers. Decisions will make a significant, measurable impact on the business goals for the client organization. During team discussions you will play a significant role with TPMs and engineering managers todeterminepotential risks to a schedule. Assistin the planning and managing of application development assignmentsgenerally involvinglarge budgets, cross functionalprojectsor multiple projects. This includes effectively understanding and analyzing both technical and business risks and impact. Expected to effectively communicate those risks to the business owners, so that they can make informed decisions. Accountable for providing guidance on architecturally significant efforts during the preplanningphase, andensuring principles and best practices are followed prior to initiation of work. In doing so, closely watch and evaluate Digital roadmaps, including impacts to support upcoming journeys. Publish design review extensions, andprovidedocumented guidance aligned to sprint plans and timelines. Be part of the design review board that will focus on the design process, search for generic patterns, and, at the same time, share best practices across the organization. Publish design patterns across lines of business and domain commonalities. Drive design reviews for Next Gen Architecture (NGA) and Plan of Record (POR) projects, supporting design principles and best practices. Participate in micro services and NGA code reviews. Empower SDEs and their teams by mentoring and coaching. Have a comprehensive understanding of the business domain, the systems, and the products in your space. Understand their accountabilities, boundaries, limitations, scalefactorsand the reasons behind architectural decisions. Provide a long-term perspective for business and technologychoices;using technical judgment to vet architecture asrequired. Able to direct teams on how to develop and deliver systems that are efficient with resource usage such as hardware, runtime, performance, load, and memory requirements. Responsible for broader design decisions and development of long-term strategies that significantly influence the development process and standards. Accountable for Design Reviews of Agile and Plan of Record (POR) projects as well as accountable for Code Reviews of Next Gen Architecture (NGA) projects and are expected to elaborate,promoteand communicate Design Patterns applicable to NGA architectures and solutions. Accountable forprovidingarchitectural guidance to the SDE’s based on best practices and in alignment with CTO guidelines and platform. Drive clarity and work with complete independence as business and or technical strategy is not defined. Providethe corresponding architectural guidance, and conduct design reviews and code reviews based on the projects assigned to your LOB. The product definition and technical planningisout of scope. Accountable for the overall strategy and for driving the teams inside and outside of your organization to deliver expected results. Drive mindful discussion with business and technical stakeholders that lead totimelydecisions. Participate in discussions to drive smart trade-off decisions that balance efforts, delivery timelines, features, and technical constraints.Identifyand remove blockers and always find the path forward in challenging situations. Create plans that have a clear path to delivery.Solve fordependencies between agile and waterfall delivery efforts. Help your teams organize for delivery while maximizing resources for the greater good of the Digital organization. Understand engineering best practices and apply best practices to the software development lifecycle (SDLC) Accountable for Design Reviews for Citi Agile and POR projects as well as Code Reviews for the NGA projects. Accountable forprovidingarchitectural guidance to the SDE’s based on best practices and in alignment with CTO guidelines and platform. Elaborate,promoteand communicate Design Patterns applicable to NGA architectures and solutions. Elaborate,bringand communicate clear metrics on Design Reviews, Code Reviews, CI/CD and Design Patterns adoption. Communicate progress,anticipatebottlenecks, provide escalation management,identify, assess,trackand mitigate issues/risks at multiple levels. Recognize discordant views and take part in constructive dialog to resolve them. Demonstrate the ability to implement continuous improvement and the induction ofnew technology. Demonstrate examples of influence in scrum teams beyond your own area of focus. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 6-10 years of relevant experience in an Apps Development role or senior level experience in an Enterprise Architecture role with subject matter expert in one or more areas. 2-3 years of Gen AI experience Experience with Python, Java and AI strategy,governanceand Devin AI. Exhibitexpertisein all aspects of technology by understanding broader patterns and techniques as they apply to Citi’s internal and external cloud platforms (AWS, Akamai, Lightspeed) Lead resources and serve as a functional SME across the company through advanced knowledge of algorithms, data structures, distributed systems, networking, use of knowledge and experience to lead, architect, and drive broader adoption forward. Acquirerelevant technology and financial industry skills (AWS PWS) and understand all aspects of NGA technology – including innovative approaches and new opportunities. Demonstrate knowledge on automating code quality, code performance, unit testing, and build processing in the CI/CD. Education: Bachelor’s/University degree,Master’sdegree preferred - Job Family Group: Technology - Job Family: Digital Software Engineering - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $125,600.00 - $188,400.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Please see the requirements listed above. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Aug 14, 2026 - Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Posted 3 weeks
Lead Data Governance Analyst, Vice President
Citi - Jacksonville, FL
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Lead Data Governance Analyst is responsible for contributing to the directional strategy and assisting in creation and modification of Enterprise Data Governance Strategy, and/or Data Risk and Control Framework and Data Risk Taxonomy. The focus of this role may be on one or more of the following areas: assisting in identification, measurement and reporting, data policy adoption and compliance, data controls framework performance and issue management process, and regulatory and audit response and action tracking. This role requires someone who is dynamic, flexible, and can easily respond to quickly changing needs. The candidate must have the ability to handle ambiguity and complexity and be able to deliver on multiple responsibilities. Developed communication and diplomacy skills are required in order to guide, influence and convince others. Responsibilities: Partner with multiple teams to implement relevant Data Governance policies and/or Data Risk and Control framework Provide expertise on Data Governance and/or Data Risk and Controls framework including design, effectiveness, performance monitoring and self-assessment processes Oversight and analysis of data-related issues, tracking of ownership and target dates and associated metrics and reporting Support and coordinate with business lines and global functions on enterprise Data Governance strategy roll out, including new Data risk taxonomy and associated changes to key risk indicators and control framework Gather and synthesize metrics on existing Data Governance and/or Data Risk and Controls principles, policies, practices and standards, e.g., understanding industry best practices Produce recommendations for enterprise-wide guiding principles, policies, processes and practices Determine requirements for and prioritize development of new enterprise-wide principles, policies, processes and practices as needed Develop and manage approach for measuring adoption of principles, policies, processes and practices Qualifications: 6-10 years relevant experience in a Data Governance/ Data Management/ Process Engineering or related area Advanced understanding of Project Management methodologies and tools Requires basic commercial awareness Ability to monitor tight deadlines or unexpected requirement changes, with the ability to anticipate and balance needs of multiple stakeholders Ability to communicate effectively to develop and deliver multi-mode communications that convey a clear understanding of the unique needs of different audiences Education: Bachelor's/University degree, Master's degree preferred - Job Family Group: Data Governance - Job Family: Data Governance Foundation - Time Type: Full time - Primary Location: Irving Texas United States - Primary Location Full Time Salary Range: $125,760.00 - $188,640.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Data Governance, Data Management, Data Quality, Internal Controls, Management Reporting, Policy, Procedure, and Regulation, Program Management, Risk Controls and Monitors. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Aug 13, 2026 - Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Posted 3 weeks
Universal Banker – Jax Town Center
Truist - Jacksonville, FL 32258
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 3 weeks
Universal Banker – Amelia Island
Truist - Amelia Island, FL 32034
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work