Planning, Design, and Construction Senior Project Manager University of ConnecticutPlanning, Design, and Construction Senior Project ManagerMansfield, CTFull timeDevelops or monitors budgets and schedules based on project requirements, assisting with developing or monitoring capital budget requests for projects related to major renovations and new buildings, deferred maintenance, interior fit-outs, site work, and utility and/or infrastructure projects. Bachelor’s degree in related field and 12 years of related experience in planning, design, or construction management of capital projects OR Master’s degree in related field and 10 years of related experience in planning, design, or construction management of capital projects.
Financial Planning Consultant - Smithfield, RI FidelityFinancial Planning Consultant - Smithfield, RISmithfield, Rhode IslandRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and inidelity is come planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Transmission Planning Engineer ISO New England IncTransmission Planning EngineerWindsor, CT$96,000–$136,000 / yearThis study will examine the effects of the influx of clean energy resources like solar photovoltaics, onshore and offshore wind, and battery energy storage systems being constructed now and in the future, as well as increases in power consumption due to electrification of transportation and heating. Over the past twenty years, ISO New England planning engineers have played a key role in developing over 800 projects that have been placed in service totaling approximately $12 billion of new infrastructure investment.
Senior Analyst, Distribution Capacity Planning FidelitySenior Analyst, Distribution Capacity PlanningSmithfield, Rhode IslandRemoteBusiness Analysis Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. You will also lead projects with broad scope and impact to provide business leadership with new perspectives and innovative ways to further optimize the workforce to allow us to help more people plan, invest, and navigate important financial decisions.
Senior Resource Planning Engineer ISO New England IncSenior Resource Planning EngineerWindsor, CT$145,000–$180,000 / yearThis role supports the implementation and refinement of methodologies used to assess resource contributions to system adequacy and reliability and represents the organization in regional and national forums by providing analytical support for studies, committees, and regulatory discussions. Provide technical and procedural leadership by coordinating and facilitating work within the ISO and across a wide range of stakeholders, including Market Participants, NEPOOL and ISO committees, and regional and national regulatory entities.
Senior Resource Planning Analyst ISO New England IncSenior Resource Planning AnalystWindsor, CT$105,000–$135,000 / yearThis role supports the implementation and refinement of methodologies used to assess resource contributions to system adequacy and reliability and represents the organization in regional and national forums by providing analytical support for studies, committees, and regulatory discussions. Provide technical and procedural leadership by coordinating and facilitating work within the ISO and across a wide range of stakeholders, including Market Participants, NEPOOL and ISO committees, and regional and national regulatory entities.
Financial Advisor Alera Group IncFinancial AdvisorWethersfield, CT$80,000–$85,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.
Financial Analyst CareerscapeFinancial AnalystNew London, CT$60,000–$80,000 / yearFull timeThe Financial Analyst will work closely with various departments to track budgets, forecast financial trends, and assist in strategic planning. This role involves analyzing financial data, preparing reports, and providing insights to aid decision-making processes.
Senior Transmission Planning Engineer ISO New England IncSenior Transmission Planning EngineerWindsor, CT$143,000–$180,000 / yearThis study will examine the effects of the influx of clean energy resources like solar photovoltaics, onshore and offshore wind, and battery energy storage systems being constructed now and in the future, as well as increases in power consumption due to electrification of transportation and heating. Over the past twenty years, ISO New England planning engineers have played a key role in developing over 800 projects that have been placed in service totaling approximately $12 billion of new infrastructure investment.
Sr Financial Analyst- Finance Budget Hartford HealthCare CorpSr Financial Analyst- Finance BudgetManchester, CTIt includes Manchester Memorial Hospital, a 249-bed community hospital, Rockville General, a campus of Manchester Memorial Hospital, a 102-bed facility, a large multispecialty provider group and visiting nurse services. Designs, builds, implements, and maintains creative and effective approaches to data collection, management, analysis, formatting, and reporting utilizing various software packages (i.e., Word, Excel, Essbase reports etc.).
Manager, Strategic Planning & Operations Amgen IncManager, Strategic Planning & OperationsWest Greenwich, RIIn addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. Within Global Engineering, the Strategic Planning & Operations (SPO) team sits at the center of shaping and delivering on that mission-enabling a ~$2.5B global capital portfolio, advancing sustainability commitments, environmental health safety, and delivering world class facilities and lab services to drive operational excellence across the enterprise.
Servicing Financial Advisor - Connecticut Alera Group IncServicing Financial Advisor - ConnecticutWethersfield, CT$80,000–$100,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Responsibilities vary depending on the specific corporate function but may include: Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth.
Financial Advisor Alera GroupFinancial AdvisorWethersfield, Connecticut$80,000–$85,000 / yearFull timeAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Meet one‑on‑one with prospective clients generated through firm‑sponsored marketing activities, including workshops and digital outreach.
Servicing Financial Advisor - Connecticut Alera GroupServicing Financial Advisor - ConnecticutWethersfield, ConnecticutAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Responsibilities vary depending on the specific corporate function but may include: Supporting strategic initiatives that strengthen client relationships, retention, and long-term practice growth.
CHIEF FINANCIAL OFFICER InterCommunity IncCHIEF FINANCIAL OFFICEREast Hartford, CTWith multiple locations across Hartford, East Hartford, and South Windsor, and a full continuum of care including mobile crisis, residential treatment, outpatient services, and community-based programs, InterCommunity is a trusted leader in integrated healthcare. ## The Opportunity As CFO, you will serve as a key strategic partner to the CEO and Executive Leadership Team, overseeing all financial operations while helping drive long-term sustainability, growth, and operational excellence.
NewCFO CFSCFOColchester, CT$120,000–$140,000 / yearThis individual will partner closely with executive leadership to drive financial strategy, operational efficiency, and long-term growth. Our client is seeking a strategic and hands-on Chief Financial Officer to lead the financial operations of a growing organization.
Financial Solutions Advisor - Pioneer Valley Market Bank of America CorpFinancial Solutions Advisor - Pioneer Valley MarketGlastonbury, CT$65,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
NewFinancial Advisor Ameriprise Financial IncFinancial AdvisorGlastonbury, CTCoastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
Funeral Director - Advance Planning SCI Shared Resources, LLCFuneral Director - Advance PlanningNorwich, CTWhat you will be doing Lead Generation + Holds self-accountable for prospecting a minimum of 1-2 hours each day + Obtains referrals from families served by the location + Networks and builds community and civic relationships + Explains and presents presentations to families served and referred families + Maintains and tracks activity levels to ensure productivity Build Relationships with Families + Responds to client inquiries in a timely, respectful, sensitive and professional manner • Connects with families through listening, honest communication and genuine concern • Develops an understanding of each family’s unique needs and offers solutions that provide value to them • Stays in touch with families to ensure satisfaction • Prepares for all appointments and performs all procedures with professionalism and attention to detail • Follows through on all customer problems and requests • Builds trust-based relationships to earn the right to ask for referrals • Earns the right to gain referrals to offer protection to protect family members, and the family’s relatives and friends, by educating them on the benefits of pre-planning Teamwork • Represents a continuous link from services provided at need, through aftercare, to providing services to protect families in the future • Collaborates and teams with funeral directors, location managers, and other members of funeral home and or cemetery staff, to provide seamless, high quality service • Thoroughly and completely reviews previous services and contacts with families to prepare to support current needs and or sales • Shares family concerns with rest of the SCI team We think our CEO, Tom Ryan, says it best: _“At SCI, we believe we are Better Together. Requirements & Qualifications + Must have the appropriate state funeral licensure or the ability to reciprocate license from another state + High level of integrity, dedication, and desire to succeed + Proficient with computers and technology with knowledge of MS Office Tools + Desire to help others and earn a competitive income + Ability to work well as part of a team and independently + Creative, outgoing, and energetic + Solid work history + May require insurance license This position may require the associate to obtain and maintain an insurance license in any state in which he/she conducts sales.
Plan Manager-Bundled Pooled Voya Financial IncPlan Manager-Bundled PooledCT$50,600–$84,340 / yearIn addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
NewFinancial Solutions Advisor Registration Candidate - Eastern Long Island Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Eastern Long Island MarketEast Hampton, VirginiaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
CFO Vaco LLCCFOGroton, CT$185,000–$215,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Investments, Assets & Risk Management Work with financial custodians and advisors to monitor endowment performance and ensure compliance with investment policies, spending rules, loan covenants, and related agreements.
Solution Engineering Manager- Financial Data Repository Citizens Financial Group IncSolution Engineering Manager- Financial Data RepositoryRIRAG Pipelines & Document Intelligence: Support retrieval-augmented generation (RAG) architectures that connect regulatory documents, loan agreements, and financial contracts to structured FDR data for AI-powered extraction and summarization. Applicants should have a proven profile that combines practitioner depth + cross-finance expertise + technical fluency + AI/ML engineering awareness and translates complex financial behavior into scalable, governed, intelligent data solutions.
Financial Analyst III Waste Management IncFinancial Analyst IIIWindsor, CT$95,700–$110,000 / yearRequired to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) most of the work day; Required to exert physical effort in handling objects less than 30 pounds rarely; Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc.) rarely; Required to be exposed to physical environment which involves dirt, odors, noise, weather extremes or similar elements rarely; Normal setting for this job is: office setting/hybrid. WM has the largest disposal network and collection fleet in North America, is the largest recycler of post‑consumer materials and is a leader in beneficial use of landfill gas, with a growing network of renewable natural gas plants and the most landfill gas‑to‑electricity plants in North America.
NewPersonal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandWesterly, RIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorCT$45,000–$100,000 / yearCompensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
Patient Financial Counselor - Behavioral Health Hartford HealthCare CorpPatient Financial Counselor - Behavioral HealthWillimantic, CTConnecticut-Willimantic-289 Windham Rd Willimantic (10534). Job Description - Patient Financial Counselor - Behavioral Health (26159134).
Financial Technology Lead - (Hybrid - Manchester, CT) Bob's Discount Furniture IncFinancial Technology Lead - (Hybrid - Manchester, CT)Manchester, CT$110,000–$135,000 / yearThis role combines financial expertise with emerging technologies to improve business processes, increase operational efficiency, and deliver data-driven insights that support strategic decision-making. Reporting to the Vice President of Treasury, you'll collaborate with Finance, IT, Learning & Development, and enterprise leaders to identify opportunities for automation, enhance financial reporting, and champion technology solutions that create measurable business value.
Satisfactory Academic Progress and Financial Literacy Coordinator Goodwin UniversitySatisfactory Academic Progress and Financial Literacy CoordinatorEast Hartford, CTUtilizes institutional social media outlets to educate the college community regarding programs and assist in the design of marketing materials, website and outreach strategies for program events and resources. Physical Activity None Under 1/3 1/3 to 2/3 Over 2/3 Standing X Walking X Sitting X Talking & Hearing X Using hands/fingers to handle/feel X Climbing or balancing X Bending, pulling, pushing X Driving X.
Senior Financial Analyst, Program Cost Controls RTX CorpSenior Financial Analyst, Program Cost ControlsEast Hartford, CTResponsibilities include management of both EVMS and LOE contracts, analysis of program performance, utilization of PRISM tools, establishing initial baseline for new awards, monthly forecasting, including tracking variances, interfacing with Cost Account Managers, support of Government audits and ensuring compliance with EAC policies. Typically requires a Bachelor's Degree in Finance, Accounting, Economics, Mathematics or related topic or equivalent experience and minimum 2 years prior relevant experience, or An Advanced Degree in a related field.
Insurance and Financial Services Position - State Farm Team Member Melvin Banks - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberEast Hartford, CTAs Insurance and Financial Services Position - State Farm Team Member for Melvin Banks - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.
Financial Analyst VIRGINIA Construction Electric Boat CorpFinancial Analyst VIRGINIA ConstructionGroton, CTThe Program Finance department serves as a critical business partner by providing analysis, insight, and guidance to enable strategic program decisions and achieving bottom-line results. This Financial Analyst position, located at the Groton Shipyard Facility, supports the VIRGINIA Construction Program Finance team.
Manager - Global Financial Controls CoE FMR LLCManager - Global Financial Controls CoERI$80,000–$153,000 / yearSpecifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units, including Workplace Investing, Institutional Wealth & Retail Brokerage, Fund, and Brokerage Operations & Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India & Ireland), and advisory reviews over strategic initiatives. Note Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment, and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations, including FINRA.
Manager, Global Financial Controls Center of Excellence FidelityManager, Global Financial Controls Center of ExcellenceSmithfield, Rhode IslandRemoteSpecifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth and Retail Brokerage, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India and Ireland) and advisory reviews over strategic initiatives. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Financial Customer Associate - Bilingual- Smithfield FidelityFinancial Customer Associate - Bilingual- SmithfieldSmithfield, Rhode IslandRemoteCustomer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English.
Coordinator, CELS Financial Operations University of Rhode IslandCoordinator, CELS Financial OperationsKingston, RI$60,000–$65,000 / yearAssist the Dean/Director, Associate Deans/Directors, and the Associate Director, Finance with the programmatic, administrative, and operational functions of CELS' academic units, Land Grant programs (Rhode Island Cooperative Extension (RICE) and RI Agricultural Experiment Station (RIAES)) and other related research and outreach programs. Assist the Dean/Director, Associate Deans/Directors and Associate Director, Finance in the preparation and submission of federal, state, and internal programmatic reports as directed; including, but not limited to: Stakeholder input reports, RICE and RIAES Plans of Work, and RICE and RIAES Annual Reports.
Financial Analyst Apollo Professional Solutions IncFinancial AnalystEast Hartford, CT$36.24–$40.77 / hourPerform analysis of program cost and schedule performance, identifying trends, and providing information to Project Leadership Team for corrective action implementation. Required Education, Experience, and Skills: • Financial Analyst • US Citizenship • Bachelors degree with 8 or more years of experience.
NewSenior Banker II - Mansfield Financial Center Bank of America CorpSenior Banker II - Mansfield Financial CenterStorrs, CT$25–$31.93 / hourWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Customer Associate - Fidelity Investments Skills for Rhode Islands FutureFinancial Customer Associate - Fidelity InvestmentsSmithfield, RIIf hired, you'll learn about the financial services industry, develop your skills, and gain new experiences and can expect the following: You will join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. Indulge in the local delicacies like clam cakes and Rhode Island chowder, catch a game of the Pawtucket Red Sox at McCoy Stadium, or immerse yourself in culture at the Providence Performing Arts Center.
Director of Finance - Global Operations TE Connectivity plcDirector of Finance - Global OperationsMiddletown, CT$165,000–$220,000 / yearAs a trusted innovation partner, our broad range of connectivity and sensor solutions enable the distribution of power, signal and data to advance next-generation transportation, energy networks, automated factories, data centers enabling artificial intelligence, and more. We are looking for a Finance Director - Global Operations to join our Connected Living Solutions (CLS) Business Unit and partner closely with our Global Operations VP and senior leadership team.
Finance Director, CDMO Operations Pharmaron Beijing Co LtdFinance Director, CDMO OperationsCoventry, RI$180,000–$240,000 / yearFounded in 2004, Pharmaron has invested in its people and facilities and established a broad spectrum of research, development, and manufacturing service capabilities throughout the entire drug discovery, preclinical, and clinical development process across multiple therapeutic modalities, including small molecules, biologics, and CGT products. This is a high-visibility leadership opportunity for an experienced finance professional who thrives in fast-paced manufacturing environments and enjoys partnering closely with operational, commercial, and executive leadership teams.
Home Lending Sales Manager (New England Region) NBT Bancorp IncHome Lending Sales Manager (New England Region)Glastonbury, CTTasks Performed: 50% Train, develop and mentor assigned Mortgage Loan Originators, relative to review of loan pre-qualification, pre-approval, and application packages, weekly pipeline of loans, monthly closings and business development activities. Coordinate and manage business development and networking efforts with internal and external customers including business development calls to Realtors, Home Builders and other referral sources as well as participation in trade shows, educational events andor promotional events.
Director of Revenue Integrity and Revenue Cyc HARTFORD DISPENSARY, THEDirector of Revenue Integrity and Revenue CycManchester, CT$100,000–$125,000 / yearRoot Center has approved sites for the following NHSC Loan Repayment Programs: The Loan Repayment Program, Students to Service Loan Repayment Program, Rural Community Loan Repayment Program and Substance Use Disorder Workforce Loan Repayment Program. $2000 provided annually for tuition, license reimbursement, certifications or other educational activities, including 3 paid training days for educational activities and conferences; an additional $1000 available for counselors seeking outside supervision hours when such can not be provided in the organization internally.
Controller Vaco LLCControllerHebron, CT$140,000–$170,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Controller VenteonControllerMiddletown, CTIf you are a high performer and would like to work for an equally high performing company and you think the above opportunity is appropriate for you, we invite you to apply to this job and email your resume to: jclark@venteon.com . Venteon Finance is currently seeking a CONTROLLER for a stable manufacturing client south of the Hartford, CT area.
Finance Manager - Advanced Commercial Engine Programs (Hybrid) RTXFinance Manager - Advanced Commercial Engine Programs (Hybrid)East Hartford, ConnecticutThis role provides a unique opportunity to work across a wide variety of organizations within PW including, but not limited to, the ACEP program office, engineering finance, partnership finance, accounting, GTF FP&A, and CE FP&A. Not Required At RTX, the world largest aerospace and defense company, 185,000 great minds are united by purpose and inspired to make a difference solving the world’s most complex problems.
Consulting Analyst NFP CorpConsulting AnalystWindsor, Connecticut$71,000–$104,000 / yearFull timeThe Consulting Analyst works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s private wealth client portfolios, aligning with our mission of helping clients prosper. Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients including facilitating transactions and trades within client portfolios.
Consulting Analyst Aon PlcConsulting AnalystWindsor, CT$71,000–$104,000 / yearResponsibilities: Proactively lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm Evaluate and construct investment policy statements consistent with clients' investment objectives, risk tolerance, and investment restriction Evaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysis Collaborate with Investment Research in developing solutions for client portfolios Analyze and create customized components for client reports and supplemental meeting materials as needed Facilitate all aspects of client account administration Facilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle Office Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients including facilitating transactions and trades within client portfolios Collaborate with Performance Analytics in developing optimal reporting solutions for clients Respond to periodic audit requests for investment-related data and analysis Interact with and proactively communicate with Investment Consultants on all client matters and related projects Respond to all meeting follow-up and action items in a timely and effective manner Maintain accurate client account and investment records in the CRM Respond to client and vendor requests in a timely and effective manner Conduct special ad-hoc analyses and projects as needed to support Investment Consultants Engenders a team-based and collaborative approach to their work, while comfortable working independently without supervision. Successful candidates will take pride in their work product and be accountable for their participation on the team Required Education, Professional & Technical Experience: Bachelor's Degree with a preferred concentration in Finance, Accounting, Investing, or Economics 2-5 Years of financial services industry experience CFA or CFP designation, or current progress toward certification, preferred Proficiency in Microsoft Suite Knowledge of mutual funds/investment managers, accounts, and investment-related administrative procedures and asset allocation principles Essential Traits: Thoughtful ability to establish rapport and build relationships.
Finance Manager - Advanced Commercial Engine Programs (Hybrid) RTX CorpFinance Manager - Advanced Commercial Engine Programs (Hybrid)East Hartford, CTThis role provides a unique opportunity to work across a wide variety of organizations within PW including, but not limited to, the ACEP program office, engineering finance, partnership finance, accounting, GTF FP&A, and CE FP&A. As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
NewFinance Analyst Citizens Financial Group IncFinance AnalystJohnston, RI$73,000–$101,000 / yearPrimary responsibilities include: Partner with line of business leadership to create monthly earnings forecasts that reflect the anticipated net interest margin, fee income, operating expenses and credit provisions that align with anticipated interest rate and economic scenarios. You will serve as a key partner to finance managers and executive leadership by highlighting key financial trends and linking them to the underlying drivers of performance, connecting the impact of external market trends on business performance and telling the financial story of the business.