Candidate must be fluent in English and Mandarin/CantoneseEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.Together, there’s no stopping you!Job Title:Financial Services Representative IIJob Description:Summary:Financial Services Representative II serves as the bank’s more experienced front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, backing up for the teller line, as well as responding to customer inquiries by telephone and in person.Essential Duties and Responsibilities:Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Process consumer loan applications and closings and NMLS license for consumer real estate loans, in applicable markets.As back up for the teller line, be able to perform all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.Serves as a team member to accomplish company objectives and lobby and personal goals. As the experienced banker, this individual would be expected to work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships.Provides customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow-up with clients to assure resolution.Actively participates in training programs to maintain and acquire additional job knowledge and skills.Complies with all department and company policies, procedures, audit guidelines, and regulations.Assists in opening and closing the branch, following procedures set by corporate security.Other duties as required.Qualifications:Excellent interpersonal, customer service, and sales skills.Present professional appearance and demeanor including excellent phone etiquette.Strong work ethic with the ability to think through and rationalize decisions.Team-oriented, possess a positive attitude and works well with others. Demonstrates diversity, flexibility, and commitment.Strong oral and written communication skills.Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained.Organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy. Must be able to handle multiple tasks and work independently.Familiar with a variety of account ownerships, both personal and business, to effectively assist customers’ needs in opening accounts and obtaining required documentation.Familiar with consumer loan applications, products, and process if applicable.Must be willing to travel up to 10% of the time to assist coverage with other local branches.Supervisory Responsibilities:NoneEducation and/or Experience:High School diploma or equivalentAssociates degree in business related field or two years related experienceMinimum of two years banking experience requiredExperience working in an environment with individual and team goals preferredCustomer service experience requiredComputer and Software Skills:Skilled in operation of a personal computer, including Microsoft Word and Excel.Google SuiteIBSSalesforceCertificates, Licenses and Registrations:Notary License as needed by the branch COMPENSATIONSalary Range: $22.50 - $27.00 per hour. Amount is based on relevant experience, skills, and competencies.Equal Opportunity Statement:Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at.Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.We are proud to be an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability.All employment offers are contingent upon the applicant successfully completing both drug and background check screenings.If you would like more information about your EEO rights as an applicant under the law, please clickHERE.To learn more about the LA County Fair Chance Ordinance, click on thisEnglishorSpanishposter.

Dover Corporation is hiring an Accountant for our PSG business at our Grand Terrace, CAmanufacturing facility. We offer competitive pay, benefits, and the ability to be a key contributor with an innovative, stable, and growing company. This role ishybrid- work 3 days a week onsite and 2 days remotely if you’d like (after initial 90 days). PSG offers aunique combinationof the both small company atmosphere: with anownership mindset that allows you to make close-to-the-customer decisions; an innovative approach in seeing beyond what is possible today andentrepreneurial spirit in thepursuit of new opportunities; combined with benefits of a large company’s scale, tools, expertise, and financial strength with Dover. Join PSG, a growing global company where your curiosity, hard work and ambition is rewarded with exceptional career opportunities in a friendly & fast paced environment.WHAT YOU’LL DOProvide accounting support as related to month- end, quarter-end, and year end closings. Prepare various journal entries and perform monthly account reconciliations to ensure compliance with company accounting standards.Prepare California sales and use tax filings.Perform customer and vendor setups.Assist with Accounts Payable hold issues.Review and ensure monthly work orders are closed out, providing MFG variances, and responding to inventory issues as needed.Assist with annual standard costing updates including labor rates and overhead costs.Assist in other financial projects and prepare timely accounting and ad hoc reports as requested.WHAT YOU’LL BRINGBachelor’s degree in Accounting, Finance, Math, Business Administration or related field.3+ years’ general accounting experience in a manufacturing environment.Strong analytical and problem-solving skills.Good knowledge of Generally Accepted Accounting Principles (GAAP).Good knowledge of cost accounting, inventory, and fixed assets.Strong organizational skills with attention to detail.Ability to meet a constant stream of deadlines.Proven ability to work both independently and collaboratively with various levels of employees.Familiarity with accounting software and programs such as Oracle, SAP or similar ERP financial systems, Sage Fixed Assets Software, and Microsoft Office Suite.Familiarity with Power BI and ability to create reports.Advance skills in Excel, Pivot tables and VLOOKUP’s, Word, PowerPoint, Outlook, and 10 key.ABOUT THE COMPANYPSG® is the global pump, metering and dispensing-solution expert, enabling the safe and efficient transfer of critical and valuable fluids that require optimal performance and reliability in applications where it matters most. Additionally, PSG is a leading provider of flow meters designed to reduce waste and downtime while accurately measuring, monitoring and controlling the distribution of fluids. Headquartered in Oakbrook Terrace, IL, USA, PSG is comprised of several world-class brands, including Abaque®, All-Flo, Almatec®, Blackmer®, Ebsray®, em-tec®, Griswold®, Hydro, Malema, Mouvex®, Neptune®, PSG® Biotech, Quantex, Quattroflow®, and Wilden®. PSG products are manufactured on three continents – North America, Europe, and Asia – in state-of-the-art facilities that practice lean manufacturing and are ISO-certified. PSG is part of the Pumps & Process Solutions segment of Dover Corporation. For additional information on PSG, please visitpsgdover.com.We thrive on winning and being number one; and are always looking to add the best and brightest to our talented team of professionals. PSG offers aunique combinationof the both small company atmosphere: with anownership mindset that allows you to make close-to-the-customer decisions; an innovative approach in seeing beyond what is possible today andentrepreneurial spirit in thepursuit of new opportunities; combined with benefits of a large company’s scale, tools, expertise, and financial strength with Dover. Join PSG, a growing global company where your curiosity, hard work and ambition is rewarded with exceptional career opportunities in a friendly & fast paced environment.PSG is part of the Pumps and Process Solutions segment of the Dover Corporation® (NYSE: DOV). Dover is a diversified global manufacturer and solutions provider with annual revenue of approximately $8 billion. We deliver innovative equipment and components, consumable supplies, aftermarket parts, software and digital solutions, and support services through five operating segments. Recognized for our entrepreneurial approach for over 65 years, our team of over 25,000 employees takes an ownership mindset, collaborating with customers to redefine what's possible.L1-MG1

About the Role: The EPC Estimator will assist the estimating team by managing, planning, coordinating, and controlling all assigned estimates to maximize time while delivering on promises to customers and co-workers. This position also directs and supervises the activities of each project for quality and accuracy, while ensuring all estimates and RFP’s are fulfilled.Company OverviewFounded in 1990, CSI has emerged as a leader in highly technical and innovative electrical design and construction. We are a full-service firm with the resources and expertise to handle any commercial, industrial, or one-of-a-kind challenge. We are a trusted contractor to diverse industries, such as aerospace, biotech/pharmaceutical, education, healthcare, entertainment, hospitality, manufacturing, and retail, to name a few. Our services also include energy solutions and have earned a reputation as a premier provider of energy development, installation, and maintenance. In July 2019, CSI proudly joined the MYR Group family expanding our commercial and industrial reach. We’re proud to celebrate 31 years of commitment to do all things with excellence for our customers, ourselves, and our craft. We Build Better.Essential FunctionsDirect and supervise the activities of each project for quality and accuracy of work: including performing estimates, scheduling tasks, and achieving goals and standardsManage, plan, coordinate, and control all assigned estimates to maximize time while delivering on promises to customers and co-workersAnalyze regional labor rates and per diems to be used in the estimateObtain and review quotations from vendor and subcontractors for materials and performance tasks not being self-performedAbility to travel to project sites to observe, construction sequence, means and methods, site conditions and observe and perform time studiesAssist in the interview procurement process and the proposal writing for an RFPAssist with bids, documents and reports in an accurate, complete and professional mannerSurvey job sites as needed for scope of work and to determine the most cost effective and efficient plan possibleEnsure all estimates and RFP’s are fulfilled to the customer’s or CSI’s conditions for satisfaction.Maintain technical knowledge and building codes by attending educational workshops, reviewing technical publications.Establish and maintain a positive and cooperative working relationship with clients, subcontractors and co-workersPromote the Company image through exercising sound and ethical business practices as they relate to clients, subcontractors, suppliers and the publicWork with the Director of Preconstruction to determine the general expenses, labor rates, and other costs associated with each projectAnalyze and interpret construction drawings, specifications and other bid documentsPerform accurate take-offs for a diverse range of EPC solar and BESS construction projectsUnderstand Scope of Work to bid as well as resolving discrepancies by collecting and analyzing informationConfer with engineers, architects, owners, contractors and subcontractors on changes and adjustments to cost estimatesEstablish and maintain working relationships with vendors and subcontractorsPrepare pre-bid RFI’s and track and document responsesContribute to team effort by accomplishing related results as neededUse computer software to calculate estimates (Accubid, Live Count, Bluebeam)Able to work both independently and as a team member, accepting assignments from senior management and delegating to junior estimatorsAttend meetings/interviews with clients, pre and post bidTrain junior estimators on proper procedures and company standardsMentor junior estimators to assist in their development and professional growthResponsible for the accuracy and timeliness of estimating tasks performed by junior estimators as well as selfAbility to perform conceptual solar and BESS EPC estimatesProvide bid review details to the Director of Preconstruction, prior to sending to clientThe preceding functions have been provided as examples of the types of work performed by employees assigned to this job classification. Management reserves the right to add, modify, change or rescind work assignments and to make reasonable accommodations as needed. About You: QualificationsA Bachelor’s degree in a construction, engineering, or business related field from an accredited college or university preferred.2+ years’ experience in utility scale solar and BESSAn equivalent combination of electrical construction field experience and relevant work experience may be substituted.Knowledge/Skills/AbilitiesFamiliarity with Accubid, Livecount, and Bluebeam preferredProficiency in MS Office Suite (Excel and Word primarily)Industry knowledgeExcellent communication skills, both written and verbalDetailed knowledge of estimating fundamentalsGeneral understanding of Fixed Price, Time & Materials, Cost Plus and Unit contract pricing mechanismsAbility to work in a team environment and accept periodic peer-to-peer bid reviewsAbility to assess time of completion and required resources needed to meet a deadlineAbility to read and understand drawings for all trades Architectural, Civil, Mechanical, Structural, Electrical, and Plumbing drawingsWorking knowledge of project accounting practices and financial systemsAbility to take ownership and accountabilityAbility to prioritize multiple and simultaneous projects, issues and activitiesPositive attitude and customer focusStrong organization, planning and time management skillsProactive attitude, showing initiative and the ability to work independentlyDependability and punctuality for all CSI activitiesAbility to provide complete estimates with less than complete documents/informationExtensive knowledge of the NEC and other building codes as they relate to Utility Scale EPCUnderstanding of electrical theory and calculationsAbility to detect errors and/or omissions from project documentsPhysical DemandsFrequently works outdoors on uneven surfacesMay be required to sit or stand for long periods of timeMay be required to stoop, bend, and crouchWork EnvironmentMay work in varying weather conditions: hot, cold, and wet conditionsFrequently works in areas with large industrial equipment subject to high noise levelsMay occasionally work in areas with hazardous chemicalsWillingness to travel up to 10%of the time What We Offer: Compensation & BenefitsSalary $70,000-$135,000/ yearCommensurate with experience, paid weekly. Posted salary ranges are made in good faith. CSI reserves the right to adjust ranges depending on the selected candidate's qualifications.Amazing Company Culture - We have a culture of trust, teamwork, performance, and commitment that drives our success.Competitive Salaries - We pride ourselves on offering above-average industry salaries based on talent and experience.AnnualPaid Time Offstarting at15 days plus 9 paid Holidays.Generous 401(k) Plan with 100% match up to 6%. Immediate vesting and Annual profit-sharing potential.Company-paid life, and accidental death & dismemberment.Employee Assistance Plan (EAP).Various voluntary plans are available, including short- and long-term disability, supplemental vision, accident, hospital and critical illness, and additional voluntary life insurance plans for employees and dependents.Company medical and dental insurance for you and your family. CSI pays 100% for Employee and 75% of dependent coverage premium for the selected plan(s)Position may be subject to pre-employment screening, which may include background check and drug testing. Accessibility: If you need an accommodation as part of the employment process, contact our Employment Hotline at1-.MYR Group, Inc. and our subsidiaries are proud to be Equal Opportunity Employers. We promote diversity of thought, culture, and background, which connects our family of brands. We are committed to a work environment that supports, inspires, and respects all individuals and in which personnel processes are merit-based and applied without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, or other protected characteristics. We celebrate diversity and are committed to creating an inclusive environment for all employees.MYR Group does not sponsor applicants for work visas. Applicants must be currently authorized to work in the United States for any employer.MYR Group, Inc. and our subsidiaries do not work with any third-party recruiters or agencies without a valid signed agreement and partnership with the Corporate Talent Acquisition Team. Appcast: #apphigh LinkedIn Recruiter Assignment (your initials): #LI-AS1 LinkedIn Workplace: #LI-Onsite

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 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 benefits 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.Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Vice President, Exchange Traded Funds - Fund/Client Accounting Manager I At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets.Every day around the globe, our 50,000+ employees bring the power of their perspective to the table tocreate solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We’re seeking a future team member for the role of Vice President, Exchange Traded Funds - Fund/Client Accounting Manager I to join our Fund Accounting Team. This role is located in Los Angeles, CA - HYBRID. In this role, you’ll make an impact in the following ways: Manages a small team of Accountants responsible for conducting accounting services on behalf of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports.Resolves escalated issues from team members.Manages the performance of assigned staff and sets team priorities.Manages team in determining the net asset value (NAV) for assigned funds for each measurement cycle.Manages relationships with assigned clients and ensures all questions are answered and issues with fund calculations and accounting are resolved.Manages processes for checking for the completeness and accuracy of disclosure in financial statements.Provides oversight of team to ensure that accounting records are maintained in accordance with departmental policies and procedures.Resolves escalated issues from team members.Evaluates GAAP and/or IFRS rules to determine impact of new regulations on BNY fund accounting practices.Manages the drafting of financial reports for clients to review fund performance.Communicates reports and accounting intricacies to clients.Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.Manages a small team of Accountants.Contributes to the achievement of team objectives. To be successful in this role, we’re seeking the following: Bachelors degree in accounting or the equivalent combination of education and experience is required.4-5 years of total work experience and at least 0-1 years in management preferred.Big 4 accounting firm experience preferred. At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024World’s Most Admired Companies, Fortune 2024Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024“Most Just Companies”, Just Capital and CNBC, 2024Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and well-being programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $66,000 and$124,000peryearat the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Candidate must be fluent in English and Mandarin/CantoneseEnterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.Together, there’s no stopping you!Job Title:Financial Services RepresentativeJob Description:Summary:The Financial Services Representative serves as the bank’s front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.Essential Duties and Responsibilities: Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.Serves as a team member to accomplish company objectives and lobby and personal goals.Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.Actively participates in training programs to maintain and acquire additional job knowledge and skillsAssists in opening and closing the branch, following procedures set by corporate security.Complies with all department and company policies, procedures, audit guidelines, and regulations.Perform other miscellaneous duties as assigned.Qualifications:Strong math and problem solving skills.Excellent interpersonal and customer service skills with the ability to cross-sale products and services.Must maintain confidentiality of client transactions and bank records.Team-oriented, possess a positive attitude and work well with others.Strong oral and written communication skills.Ability to operate standard office equipment, such as computer workstations, calculators, and copier.Ability to prioritize; handle multiple tasks; and work independently.Strong organizational skills and detail-oriented with a high degree of accuracy.Thorough knowledge of bank operations, products, and services offered at the bank.Knowledge of banking laws and regulations including the Bank Secrecy Act.Must be willing to travel up to 10% of the time to help cover local branches.Must be bilingual in both Mandarin and Cantonese.Supervisory Responsibilities:NoneEducation and/or Experience:High School diploma or equivalentAssociates degree in business related field or two years related experience or a combination of education and experienceExperience working in an environment with individual and team goals preferredCustomer service experience requiredComputer and Software Skills:Skilled in operation of a personal computer, including Microsoft Word and Excel.Google SuiteIBSSalesforceCertificates, Licenses, and Registrations:Notary License as needed by the branchCOMPENSATION: Hourly Range $22.00 - $26.40. Amount is based on relevant experience, skills, and competencies.Equal Opportunity Statement:Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at.Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.We are proud to be an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability.All employment offers are contingent upon the applicant successfully completing both drug and background check screenings.If you would like more information about your EEO rights as an applicant under the law, please clickHERE.To learn more about the LA County Fair Chance Ordinance, click on thisEnglishorSpanishposter.

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 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 benefits 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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACategory:Sales

Senior Associate, Exchange Traded Funds - Fund/Client Accounting At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets.Every day around the globe, our 50,000+ employees bring the power of their perspective to the table tocreate solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We’re seeking a future team member for the role of Senior Associate, Exchange Traded Funds - Fund/Client Accounting to join our Fund Accounting Team. This role is located in Los Angeles, CA - HYBRID. In this role, you’ll make an impact in the following ways: Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports.Performs complex Fund/Client Accounting responsibilities in the areas of driving Service Improvement plans, targeting efficiencies, enhancing processes and specialist review functions.Provides input into methodologies and checks the work of more junior team members.Provides guidance and reviews work related to cash and asset reconciliations relating to complex accounts or transactions.Resolves reconciliation of accounts for more complex or atypical transactions and reviews work of junior team members.Drafts reports for clients regarding the performance of complex funds.Reviews draft reports completed by more junior staff.Regularly interacts with clients in answering questions and resolving issues regarding fund reports and accounting processes.Assists in evaluating GAAP and/or IFRS rules to determine impact of new regulations on BNY fund accounting practices.Contributes to the achievement of related teams objectives. To be successful in this role, we’re seeking the following: Bachelor’s degree in accounting, finance, or the equivalent combination of education and experience is required.5-7 years of total work experience preferred.Big 4 accounting firm experience preferred.No direct reports; provides guidance to less experienced team members. May have people management responsibilities in some geographies. At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024World’s Most Admired Companies, Fortune 2024Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024“Most Just Companies”, Just Capital and CNBC, 2024Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $56,000 and$102,000peryearat the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 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 benefits 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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Associate,Fund/Client Accounting Representative At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets.Every day around the globe, our 50,000+ employees bring the power of their perspective to the table tocreate solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We’re seeking a future team member for the role of Associate,Fund/Client Accounting Representativeto join our Fund Accounting Teamteam. This role is located in Los Angeles, CA. In this role, you’ll make an impact in the following ways: Day-to-day accounting and net asset value (NAV) production functions (including NAV construction & validation, NAV review, dissemination and reporting activities) for more complex funds. Reviews data and assists in resolving escalated problems that may arise during the normal daily, weekly or monthly accounting and reporting.Tracks data and maintains accounting records for funds of higher complexity in accordance with department policies and procedures. Establishes data maintenance and summarization processes to improve team efficiency and best support the accounting team.Leads team in preparing system-generated reports. Coordinates review of reports and the sharing of reports with accounting teams.Communicates data needs and answers client questions.Assists in identifying and implementing process improvements to reduce audit and financial exposure and improve team efficiency.No direct reports may have work allocation and team lead responsibilities .Supports the achievement of team objectives. To be successful in this role, we’re seeking the following: Bachelor's degree in accounting or the equivalent combination of education and experience is required.3-5 years of total work experience preferred,,, experience in accounting support preferred.. At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024World’s Most Admired Companies, Fortune 2024Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024“Most Just Companies”, Just Capital and CNBC, 2024Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $47,000 and$86,700peryearat the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 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 benefits 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.Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Senior Vice President, Fund/Client Accounting Manager At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets.Every day around the globe, our 50,000+ employees bring the power of their perspective to the table tocreate solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We’re seeking a future team member for the role of Vice President, Fund/Client Accounting Managerto join our Fund Accounting Teamteam. This role is located in Los Angeles, CA. In this role, you’ll make an impact in the following ways: Oversee multiple Fund/Client Accounting teams responsible for conducting accounting services for assigned clients, ensuring accurate financial reporting and compliance with regulations.Direct processes for determining net asset value (NAV), fund calculations, and reporting for a broad set of clients across various sectors.Provide guidance to teams to maintain the accuracy and completeness of financial records, ensuring adherence to GAAP/IFRS and internal policies.Develop strategies for new policies, review fund performance, and communicate accounting intricacies to clients.Institutional asset owner experience is advantageous.Daily NAV Calculations To be successful in this role, we’re seeking the following: Education: Bachelor’s degree in accounting or a related field; CPA or advanced degree preferred.Experience: 7-10 years of total work experience, with at least 1-3 years in management roles. Experience with Big 4 accounting firms or equivalent is advantageous.Skills: Strong knowledge of fund accounting, financial reporting standards (GAAP/IFRS), and compliance frameworks.Leadership: Proven ability to lead, motivate, and develop diverse teams across multiple locations. At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024World’s Most Admired Companies, Fortune 2024Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024“Most Just Companies”, Just Capital and CNBC, 2024Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and$187,000peryearat the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job Description:This job requires you to live in the Greater Los Angeles, CA area, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-personApply the Fidelity Relationship Model during participant interactionsEducate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions Conduct ongoing engagement planning with plan sponsorsNetwork with participants hosting lunch and learns, help desk sessions, and by attending benefits fairsManage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/PartnershipThe Expertise and Skills You Bring 3 years of financial services experience required; BA requiredSeries 7 and 66 required (or S63/S65)1-2 years of customer facing experience preferredLife & Annuity Certification optionalDemonstrated familiarity with Financial Planning ConceptsDemonstrated planning experience preferredDemonstrated ability to independently problem solve/prepare for new challengesWillingness to engage in complex conversations with a clear call to actionAbility to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clientsWillingness to travel (up to 75%)The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.Joining WEPA means that you will:UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsorsGROW in your skills to deliver more, world-class planning and education experiences for our participantsWIN on behalf of our clients, our participants and FidelityCompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $78,000 - $115,000 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 benefits 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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Senior Vice President, Exchange Traded Funds - Fund/Client Accounting Manager At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets.Every day around the globe, our 50,000+ employees bring the power of their perspective to the table tocreate solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We’re seeking a future team member for the role of Senior Vice President, Exchange Traded Funds - Fund/Client Accounting Manager to join our Fund Accounting Team. This role is located in Los Angeles, CA - HYBRID. In this role, you’ll make an impact in the following ways: Directs multiple Fund Accounting teams that are responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expenses, and preparing reports.Responsible for the financial and human resources for the unit and ensures assigned teams are operating effectively to meet unit goals and objectives.Directs processes and allocation of resources in determining the net asset value (NAV) for assigned funds in multiple sectors for each measurement cycle.Manages relationships with a broad set of clients and resolves any unique escalated issues related to fund calculations and accounting.Directs and sets priorities for processes that check for the completeness and accuracy of disclosure in financial statements.Provides guidance to teams managed to ensure that accounting records are maintained in accordance with departmental policies and procedures.Resolves complex escalated issues from team members.Evaluates GAAP and/or IFRS rules to determine impact of new regulations on BNY fund accounting practices.Develops strategy for and provides guidance to teams on the implementation of new policies to follow regulations.Implements and assists in setting guidelines, policies, and priorities for the drafting of financial reports for a broad set of clients to review fund performance.Communicates reports and complex accounting intricacies to clients.Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.Oversees relationships with auditors and clients to make changes to financial reports and ensure they accurately depict fund performance.Manages multiple Fund/Client Accounting teams.Work is primarily accomplished through subordinate managers.Contributes to the achievement of multiple team objectives. To be successful in this role, we’re seeking the following: Bachelor’s degree in accounting, finance, or the equivalent combination of education and experience is required.5-7 years of total work experience and at least 1-3 years in management preferred.Big 4 accounting firm experience preferred. At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024World’s Most Admired Companies, Fortune 2024Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024“Most Just Companies”, Just Capital and CNBC, 2024Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and well-being programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and$185,000peryearat the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job Description:This job requires you to live in the Greater Ventura County, CA area, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in personApply the Fidelity Relationship Model during participant interactionsEducate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions Conduct ongoing engagement planning with plan sponsorsNetwork with participants hosting lunch and learns, help desk sessions, and by attending benefits fairsManage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/PartnershipThe Expertise and Skills You Bring 3 years of financial services experience required; BA requiredSeries 7 and 66 required (or S63/S65 combo equivalent)1-2 years of customer facing experience preferredLife & Annuity Certification optionalDemonstrated familiarity with Financial Planning ConceptsDemonstrated planning experience preferredDemonstrated ability to independently problem solve/prepare for new challengesWillingness to engage in complex conversations with a clear call to actionAbility to achieve mastery of fundamental planning and advice topics across Corporate & TEMWillingness to travel (up to 75%)The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.Joining WEPA means that you will:UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsorsGROW in your skills to deliver more, world-class planning and education experiences for our participantsWIN on behalf of our clients, our participants and FidelityThe base salary range for this position is $78,000 - $115,000 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 benefits 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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales