Investment Manager Salary in Hartford, CT

College Board - Finance DepartmentHybrid - NYC(Onsite a few times per Month)About the TeamThe Investments & Strategic Initiatives (I&SI) team at the College Board is a highly visible and prestigious group that offers tremendous opportunities for professional development. This is a team of four that is committed to delivering top-notch financial and strategic analysis to support critical business and investment decisions. This team has unique exposure to the fast-growing EdTech and impact investing sectors and will collaborate closely with other divisions, including the well-known Advanced Placement (AP), SAT, and BigFuture programs. This team is at the forefront of EdTech investments and will help to drive meaningful change that transforms the lives of students across the globe.About the OpportunityAs an Associate on the I&SI team, you will play an integral role in driving financial excellence at the College Board. Your responsibilities will include building sophisticated financial models, developing compelling business cases, and evaluating equity investments and strategic initiatives that align with the College Board's mission. You will be instrumental in identifying new areas of growth and making significant contributions to preserve the College Board's financial strength, ensuring that all students have access to a bright and prosperous future. In this role, you will collaborate closely with senior leaders from the Finance, Strategy, and Executive Leadership teams to evaluate and execute strategic initiatives and impact investments. We encourage applicants who aspire to attend a top Business School to pursue their MBA after 2-3 years, in the past, this has differentiated previous Associates from those who follow a more conventional path.In this role, you will:Lead Corporate Finance Projects (50%)Partner with business and finance leaders to provide analytical support to optimize strategic decisions.Build and maintain complex financial models including 3-statement forecast models, buy-versus-build analysis, and financial return analysis.Evaluate financial impact of acquisitions and strategic partnership opportunities.Prepare effective presentation materials and memos that summarize financial analysis and recommendations for senior executives.Develop deep expertise in College Board programs and new markets that are of strategic importance to the College Board.Grow our Impact Investment Portfolio (50%)Originate investments in mission-aligned private companies for the College Board's growing impact investment portfolio via industry research and meetings with Edtech investors and entrepreneurs.Participate in due diligence process to evaluate mission impact potential, financial return, and strategic benefits of investments in early-stage education technology companies.Lead all aspects of the financial analysis to evaluate investment opportunities.Support portfolio management and reporting process for impact investment portfolio.Prepare investment memos and participate in Investment Committee approval meetings.Research public and private companies in the education technology sector and prepare company overviews for College Board executive leadership. About you, you have:A minimum of 2 years of experience in financial analysis, in investment banking or a principal investing role. Exceptional attention to detail.Professional training in financial modeling and valuation, and a strong understanding of accounting.Strong quantitative skills with a finance, accounting and/or related background.Strong written and verbal communication skills, including facilitating meetings and presenting remotely and in-person to senior executives.The ability to learn quickly and take on new responsibilities when given the opportunity.Strong work ethic along with a high level of enthusiasm, initiative, and leadership aspirations.A strong interest in expanding educational opportunities for all students.A bachelor's degree (finance, accounting, or business preferred).Ability to work in the US without sponsorship.About Our ProcessApplication review will begin immediately and will continue until the position is filled.While the hiring process may vary, it generally includes: resume and application submission, recruiter phone screen, hiring manager interview, performance exercise and/or panel interview, and reference checks. This is an approximate 8-week process.About Our Benefits & CompensationCollege Board offers a competitive benefits and compensation program that attracts top talent looking to make a difference in education. As a self-sustaining non-profit, we believe in compensating employees equitably in relation to each other, their qualifications, their impact, and the relevant market.The hiring range for a new employee in this position is $80,000-130,000. College Board differentiates salaries by location so where you live will narrow the portion of this range in which you can expect a salary. Your salary will be carefully determined based on your location, relevant experience, the external labor market, and the pay of College Board employees in similar roles. College Board strives to provide our best offer up front based on this criterion.Your salary is only one part of all that College Board offers, including but not limited to:A comprehensive package designed to support the well-being of employees and their families and promote education. Our robust benefits package includes health, dental, and vision insurance, generous paid time off, paid parental leave, fertility benefits, pet insurance, tuition assistance, retirement benefits, and more.Recognition of exceptional performance through annual bonuses, salary growth over time through market increases, and opportunities for merit raises and promotions based on increased scope of responsibility.A job that matters, a team that cares, and a place to learn, innovate and thrive.You can expect to have transparent conversations about benefits and compensation with our recruiters throughout your application process.About Our CultureOur community matters, and we strive to practice and improve our culture daily. Here are some headlines:We are motivated to positively impact the educational and career trajectories of millions of students a year.We prioritize building a diverse and inclusive team where every employee can thrive, and every voice is heard.We value learning and growth; we offer formal and informal ways to lead through your superpowers, sharpen your strengths, and meet your development goals.We offer a transparent approach to promotions and merit raises, annual performance-based bonuses, and how to grow your career here over time.#LI-TheAcorn#LI-Hybrid

Campus CEO - CT State Housatonic Campus Details:Posted: February 19, 2024Level: Management / Confidential (Executive 2)Hours: Full-time, 40 hours per weekClosing Date: Applications must be submitted by 5:00pm (EST) on Friday, March 29, 2024.Location:CT State Housatonic900 Lafayette BlvdBridgeport, CT 06604**This position is not remote**For more information, please click on the college to be directed to their website.CT State Community College Mission:Connecticut State Community College (CT State) provides access to academically rigorous and innovative education and training focused on student success. The College supports excellence in teaching and learning, makes data-informed decisions, promotes equity, advances positive change for the students, communities, and industries it serves, and awards associates degrees and certificates.CT State Community College Vision:CT State will be recognized for exceptional student success, educational leadership, and transformative collaboration with business and industry, government, educational, and key stakeholders while advancing diverse opportunities for Connecticut's citizens and communities.CT State Community College Equity Statement:The CSCU system commits to bold and disruptive change by actively identifying, naming, and dismantling structural racism, systemic poverty, and other barriers; establishing equitable and anti-racist policies and practices; and empowering students, faculty, staff, and administrators to advance racial, social, and economic justice. Our core collective responsibility is to continuously assess practices and policies and transform the world we live in by eliminating inequities.CT State Housatonic Campus Profile:FacilitiesCampus is located on 9.8 acres and consists of three building totaling 426,898 GSF. The Campus is easily accessed by car, GBT bus, walking distance from Metro North, Amtrak and Port Jefferson Ferry. The campus is unique in hosting an art collection with over 8,000 pieces. Public SafetyThe Public Safety Department is a blended department consisting of Master Sergeant, five police officers, 19 security guards, a building and ground patrol officer and two LAZ parking attendants.IT DepartmentHousatonic has made great strides in upgrading to state-of-the-art technology. Technology updates have been made to many of the classrooms on campus due largely to COVID relief funding. A new computer lab in Lafayette Hall opened this semester. The Educational Technology Department provides training and assistance to faculty and students on the use of instructional technologies. Food PantryIn an effort to combat food insecurity, the campus provides students with opportunities to receive healthy and nutritious non-perishable items and a variety of fresh vegetables and fruits. The food pantry is open every day and receives approximately 270 visits per month. Weekly-Wednesday Fresh Food Day provides approximately 80 students a selection of fresh produce.Finance DepartmentCT State Housatonic Campus has a total operating budget of $45,634,571.BookstoreThe on campus and online bookstore operated by Follett, has the required course materials as well as general supplies, art and lab supplies, trade and reference books, computer peripherals, gift cards, and CT State Housatonic apparel. Other services include a Buyback program where students can sell their books back to the store and extended hours at the beginning of each semester.DiningThe campus has 2 cafes operated by an outside vendor.Anticipated Start Date: Summer 2024Position Summary:Reporting to the President of CT State Community College (CSCC) or designee, the Campus CEO is the lead campus administrator. The Campus CEO serves as a key member of the CT State senior management team, and functions as an on-site operational excellence leader, providing guidance on developing and implementing strategic business plans, as well as providing input on budgetary, enrollment, target-setting, related matters.The incumbent is expected to focus on institutional continuous improvement in all identified areas of performance, operational oversight of campus functions (such as staffing, academic programming, and student affairs), maintenance of a sound infrastructure, and promotion of a safe and comfortable environment. In addition, the Campus CEO must be knowledgeable of all facets of campus functions, adept at influence and collaboration skills in a highly matrixed organization, and be able to identify opportunities for improving operational excellence across all departments.Incumbents must possess proven ability to effectively work with a culturally, linguistically, and ethnically diverse faculty, staff, and student. They are expected to have excellent oral and written communication skills along with strong Information technology literacy skills such as Microsoft Office (Word, Excel, Outlook, Teams etc.)Example of Job Duties:The Campus CEO ensures that the campus has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively execute.Supports the fundraising efforts of the campus foundations acting as spokesperson for campus, donor liaison, and helps identify needs for foundation investment.Assures adequate resources are in place for faculty, students, and staff to perform to their potential.Develops the operational strategy and guides development and implementation of operational excellence initiatives.Works with stakeholders to identify, define, and execute significant process improvement projects; engages with campus leadership to understand their concerns and issues to discern opportunities for improvements.Ensures that the campus has staff that is qualified, trained, and motivated to perform the responsibilities set forth in their respective position descriptions; ensures the efficient and effective performance of all campus employees.Establishes strategies and specific measurable goals to increase enrollment, attendance, and persistence at the campus.Establishes strategies and specific measurable goals to increase graduation rates and success at the campus.Motivates, coaches, and develops those individuals across the organization involved in leading or executing operational excellence or continuous improvement objectives.Assesses, analyzes, and implements solutions across the campus to identify and eliminate waste, reduce costs, promote educational excellence, and improve the student experience.Monitor performance and, in particular, provide in-depth and timely management commentary on operational excellence results and lead the debate on any corrective measures and other control processes.Oversee general management and leadership of campus operations to achieve overall plans and objectivesIdentify new processes and/or systems to improve capital efficiency, productivity, and automation/digitization, and thereby make the business more efficient and simpler.Related duties as required.Knowledge, Skills, and Abilities:Demonstrated business and financial acumen; strong data analysis and interpretation skills.Strong working knowledge and depth of understanding of most areas in a college or university, specifically of the factors that affect net revenues.Expertise of processes design and understanding of all types of continuous improvement approaches.Outstanding and proven leadership and interpersonal capabilities; ability to collaborate broadly across all levels of the organization to achieve results.Team player and self-motivated with the ability to handle multiple work-streams and ad-hoc tasks simultaneously.Critical thinker, ability to understand complex processes and willing to ask tough questions and challenge status quo.Acts as a change leader who is able to lead by example to enhance business performance.Knowledge of organizational structure, workflow, and operating procedures.Knowledge and understanding of institutional policies and procedures and the regulatory environment within which they operate.Advanced knowledge and understanding of the strategic needs of the community.Ability to raise funds from private, state, and national sources and to articulate to external audiences the value of supporting CSCU.Exceptional interpersonal skills and the ability to interact effectively with academic leadership, faculty, community leadership, and funding agenciesIn addition to the accountabilities listed above, the incumbent is required to carry out the essential duties of: Attendance and participation at convocation and commencement ceremonies; Service on assigned committees and task forces; Attendance and participation at committee, staff, informational and professional meetings. These may involve attendance at evening or weekend events.This posting includes qualifications, experience and skills but is not limited to the full specifications stated in the job description.Minimum Qualifications:Minimum qualifications include an advanced degree plus five (5) years' experience leading multi-functional teams in higher education setting or an organization of similar complexity. Also required is a well-rounded understanding of methods and ways to increase efficiency, reduce costs, and improve the quality of education and student experience in a higher education or comparable environment.Substitute education and experience that meets the minimum qualifications for the position may be considered.Substitutions Allowed:Applicants who do not meet the minimum qualifications as stated are encouraged to put in writing precisely how their background and experience have prepared them for the responsibilities of this position and by providing appropriate references. Exceptions to the degree requirements may be made for compelling reasons.Preferred Qualifications:Preference for candidates with experience in higher education, particularly in unionized environmentsStarting Salary:Anticipated Salary; $157,974 approximate annual plus excellent State of CT medical insurance, retirement, and related fringe benefits. We offer a comprehensive benefits package to help you stay well, protect yourself and your family, and plan for a secure future. Benefits include generous leave policies; several retirement plans; and many choices for comprehensive health insurance. You also have access to many additional benefits to save for retirement, protect your family & more with supplemental benefits. Tuition reimbursement may apply if applicable. Application Instructions:To apply you must submit a cover letter and resume.Incomplete applications or those submitted after the closing date will not be considered and links to other sources to view resumes are not acceptable.Selection Procedure:Following the closing date, application materials will be evaluated by a selection committee. Candidates selected for further consideration will be limited to those applicants who are best qualified based on the minimum and preferred qualifications and who have submitted all the required documents by the closing date and time listed on the job announcement. Candidates who have been selected and approved to Interview will be contacted, and finalists will be recommended for further consideration by the Hiring Manager for final selection and recommendation for employment. The selection process may also include practical exercises (i.e., teaching demonstration and/or other written, technical, manipulative, or simulation exercises) to evaluate candidates' qualifications.Background Screening:All employment, if offered, is contingent upon proof of citizenship or employability under the requirement of the Immigration and Control Act (IRCA) and the successful passing of a background check. CSCU is committed to providing a safe campus community. Background investigations include reference checks, a criminal history record check and, when appropriate, a financial (credit) report or driving history check.Continuing Notice of NondiscriminationCSCC does not discriminate on the basis of race, color, religious creed, age, gender, gender identity or expression, national origin, marital status, ancestry, present or past history of mental disorder, learning disability or physical disability, veteran status, sexual orientation, genetic information or criminal record. The following persons have been designated to handle inquiries regarding the non-discrimination policies: John-Paul Chaisson-Cardenas, PhD, MSW, Vice President of Diversity, Equity, and Inclusion, ([email protected]).CSCC IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER, M/F To apply, visit https://ctstatecommunitycollege.applytojob.com/apply/QQvOqmHnudCopyright ©2022 Jobelephant.com Inc. All rights reserved.Posted by the FREE value-added recruitment advertising agency jeid-1ba01af954bd1044b0df628f7c83d3d3

Executive Director, Sales Enablement & Operations, State & District PartnershipsCollege Board - State & District PartnershipsLocation: This is a fully remote role. Candidates who live near CB offices have the option of being fully remote or hybrid (Tuesday and Wednesday in office)Type: This is a full-time roleAbout the TeamState and District Partnerships (SDP) is laser focused on growing and maintaining College Board's core businesses as market dynamics change. SDP colleagues serve as the primary liaisons to states and districts which use College Board programs and services. Within SDP, the Business Planning & Operations (BP&O) team is focused on the development and implementation of efficient overall business processes within the division and with cross-organizational teams to achieve clean delivery of our programs. We use data, observation, experience, and creativity to guide decision making and process development. We serve as a resource for the planning and operations of the division; encompassing the units focused on large, state and district partnerships, International, and Unified State Strategies. Our team works to provide opportunities to students through promoting the use of College Board programs and services including the SAT Suite of Assessments, Advanced Placement, and BigFuture.About the OpportunityAs the Executive Director, Sales Enablement & Operations, you will report into the Vice President & Operating Officer, SDP. You will provide overall leadership and management for the Sales Enablement & Operations team and provide service supports and deliverables for the division. You are directly responsible for setting and executing the strategic direction of the sales operational components necessary to ensure success of SDP as a division. You will work closely with the Regional Vice Presidents (RVPs) to understand their teams' needs, lead the management of sales operations in support of the regions' strategic sales and service activities. Through your work, you will manage a team that provides sales enablement for regional account management teams, ensures successful infrastructure is developed and maintained for sales operations, and leads the organization's proposal development, response, and revenue contract processing operations.In this role, you will:Own Strategic Sales Enablement (40%)Set the overall vision and strategy to align the sales enablement systems and infrastructure to support the overarching sales strategyCreate and operate systems to enable the team to execute against a sales enablement program with a focus on increasing volumes and delivering an excellent experience for our customersOversee the development, execution, and maintenance of sales pipeline infrastructure in Salesforce, in collaboration with Technology, and related resources, trainings and synergy with Unified State Strategy (USS) and regional teamsIn collaboration with Office of the SVP (OSVP), lead and manage the development of accurate data to facilitate goal setting at the division level by clarifying metrics and ensuring goals can be accurately cascaded and measured throughout the division.Work in close collaboration with RVPs to implement sales enablement strategies. Work with regional leadership to identify customer segments and develop systems to track progress towards regional goals for various customer segmentsIdentify how public policy, communications, marketing, partnerships support our strategy and value propositionWork with regional sales leadership to develop, execute, and update/optimize overall sales enablement strategy for two to four years in the future, collaborating with SDP leadership, anticipating account management needs, and aligned to divisional and organizational priorities.Lead and design sales incentive plans, as appropriate, in collaboration with OSVP, Talent, and Finance.Create the tools and structures to monitor and support the work aggressively in service of the account managersBring new ideas and recommendations on ways to enhance our sales/service work, grounded in sales best practices, research and field intelligenceStrengthen Service delivery models by executing on efforts in consultation with account management teams to create a consistent service delivery model for standard service offerings connected to SDP playbookLead Salesforce enhancement strategy that will track and report outcomes from sales and service activities, which captures field intel, progress to goal, short-/long-term opportunities, growth/loss of business, etc.Oversee trainings on sales enablement and related processes, ensuring they are engaging, relevant, and immediately useful to account management teams to drive sales and/or service outcomesMaintain and execute a philosophy of constant improvement to simplify, eliminate, automate, or build processes that meet the demands of today's needs as well as those of one to three years in the future, working across departments and divisions with key stakeholders to plan and execute changesBuild a trusted relationship with the sales team to deliver to account management teams data that help focus their time and efforts in determining states/districts/regions with growth opportunities for our programs and servicesLead data reporting and analysis for the division, creating and delivering high quality, consistently accurate, and useful standard reports and dashboards that show progress to goals and accelerate understanding of territories with opportunities for growth. Provide ad-hoc reporting as needed.Provide Leadership and Management (40%)Lead sales enablement and operations strategy development and execution for a cross-divisional and multi-functional team to ensure alignment with organizational, divisional and regional goals related to sales and service (including with RVPs)Support on streamlined USS process to drive the effective scaling of solutions across statesProvide coaching and support to ensure the team meets its goals, remains engaged, and contributes meaningfully to our missionOversee the development of and progress towards team goals and metrics, reporting through dashboards that focus and drive actionCoach each team member to grow and develop their skills and competencies, building upon their superpowers to accomplish outstanding resultsMeet regularly with SDP and cross-organizational executives to ensure alignment in strategy with regional goals and organizational priorities, forging the scope of sales, service and implementation domestically and internationallyPartner closely with executive leaders of other teams within and outside of SDP to ensure alignment and strong collaboration/integration of sales team practices and needs (e.g. Office of the SVP, Unified State Strategy, Strategy, Programs, Legal, Technology, Operations, Marketing)Represent SDP as the Sales Operations leader, with expertise in the integration of technology platforms (e.g. Salesforce, internal BI tools, data feeds, marketing leads, etc.) in a complex organization. This will drive goal tracking, metric development, and account strategy. Serve as the subject matter expert on all things sales-related and advocate across various divisions for what SDP needs to meet and exceed sales targets in short and long term.Manage Sales Operations (20%)Ensure on-time, consistent, and highly accurate processing of all revenue contracts, data privacy agreements, district/state technology agreements, and other client forms related to the purchase of our programs and services in collaboration with programs, operations, technology, finance, legal, and other internal partnersLead the annual update of sales processes, terms and conditions language/riders, Salesforce integration, in collaboration with program, legal, technology, and other internal partners.Communicate to and train the SDP account management team on updates for each program's sales cycle so that they can effectively engage in strategic selling with our state and district clientsLead the organization's process and efforts to respond to requests for proposals and requests for information from state, district, and higher education clients, ensuring the organization and your team submits the best possible proposal to win the business by collaborating with key leaders across divisionsFacilitate internal conversations when needed to help leadership and different divisions arrive at an agreed upon approach that meets both client and organizational needsAbout YouYou have:Ten to twelve years of directly related, progressively responsible work experience at the senior levelExperience leading high-performing teams with demonstrated success in management of a cross functional teamExperience setting the vision and strategy for infrastructure that drives sales and service strategies, plans, incentives, and procedures along with experience seeing that strategy through execution by designing and implementing the infrastructureDemonstrated resourcefulness in setting priorities and guiding investment in people and systemsExceptional ability to engage and influence C-level executives and team members effectivelyStrong written and verbal communication skills, including excellent oral presentation/public speaking skillsThe ability to proactively communicate about, take on and own challenges (i.e., you are not afraid to take risks)The ability to be flexible, navigate ambiguous spaces and work on multiple, fast-moving projects while also driving toward clarity and solutionsWorking knowledge of data analysis, performance/operational metrics, sales incentive programsDemonstrable competency in strategic planning and business developmentExpertise in planning and budgetingAptitude in decision-making and problem-solvingIn-depth knowledge and understanding of primary, secondary, and higher education environments, and of educational systems (e.g., schools, colleges, departments of education, agencies) preferred, but not requiredThe ability to travel one to two times a monthAuthorized to work in the United StatesAbout Our ProcessApplication review will begin immediately and will continue until the position is filledWhile the hiring process may vary, it generally includes: resume and application submission, recruiter phone/video screen, hiring manager interview, performance exercise and/or panel interview, and reference checks. This is an approximately 8-week processAbout Our Benefits and CompensationCollege Board offers a competitive benefits and compensation program that attracts top talent looking to make a difference in education. As a self-sustaining non-profit, we believe in compensating employees equitably in relation to each other, their qualifications, their impact, and the relevant market.The hiring range for a new employee in this position is $144,000 to $215,000. College Board differentiates salaries by location so where you live will narrow the portion of this range in which you can expect a salary.Your salary will be carefully determined based on your location, relevant experience, the external labor market, and the pay of College Board employees in similar roles. College Board strives to provide our best offer up front based on this criteria.Your salary is only one part of all that College Board offers, including but not limited to:A comprehensive package designed to support the well-being of employees and their families and promote education. Our robust benefits package includes health, dental, and vision insurance, generous paid time off, paid parental leave, fertility benefits, pet insurance, tuition assistance, retirement benefits, and moreRecognition of exceptional performance through annual bonuses, salary growth over time through market increases, and opportunities for merit raises and promotions based on increased scope of responsibilityA job that matters, a team that cares, and a place to learn, innovate and thriveYou can expect to have transparent conversations about benefits and compensation with our recruiters throughout your application process.About Our CultureOur community matters, and we strive to practice and improve our culture daily. Here are some headlines:We are motivated to positively impact the educational and career trajectories of millions of students a year.We prioritize building a diverse and inclusive team where every employee can thrive, and every voice is heard.We welcome staff to join any or all six of our affinity groups: ARISE (Alliance for Asian Retention, Inclusion, Success, and Engagement; DIASPORA (Alliance for Pan-African Success and Achievement); Pride (alliance for LGBTQ+ staff and allies); Resilience (alliance for Native staff and advocates); SALSA (Staff Alliance for Latinx Success and Achievement); and WIN (Women's Impact Network).We value learning and growth; we offer formal and informal ways to lead through your superpowers, sharpen your strengths, and meet your development goals.We know that our impact is strongest together. Our College Board Cares program offers all staff up to $1,000 annual match against partner non-profit organizations.We offer a transparent approach to promotions and merit raises, annual performance-based bonuses, and how to grow your career here over time.#LI-LinkedIn#LI-Remote#LI-MR1

Our dynamic and rapidly growing StructureCare team is seeking a detail oriented and self-starting Client Services Manager to service our New England territory. StructureCare, headquartered in Lancaster, Pennsylvania is a premier engineering and restoration company working to protect infrastructure investments throughout the Mid-Atlantic. We believe in a strong connection between the engineering and implementation of a solution The successful candidate will possess the following qualifications: Bachelor’s degree in Engineering, Construction Management, Business Management or related field preferred. 3 or more years in a Sales or Project Management role Excellent written and verbal communication skills Technical aptitude and strong problem-solving skills Working knowledge of the construction industry, specifically concrete construction Willingness to be flexible in a fast-paced work environment Driver’s license and acceptable motor vehicle record required In this role you will be responsible for: Acting as the single point of contact for all long-term customer relationships Monitoring and managing financial performance of all accounts within the assigned territory Accountability for client deliverables Communicating technical information and probable costs to key decision makers Developing and presenting maintenance and repair solutions to clients based on budgetary allowances and inspection reports Project set up Developing proposals Engaging in collaborative problem solving and decision making All relationship-driven professionals with strong business acumen are encouraged to apply for this exciting opportunity with a growing company.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) See job description

Client Relationship SpecialistAt Bradley, Foster & SargentHartford, CTBradley, Foster & Sargent is an independently owned, fast-growing investment advisory and wealth management firm. Our culture is based on serving clients well through customized, goal-oriented investment management services. We value dedication, hard work and a sense of urgency.We are seeking a self-starter, detail oriented, and adaptable Client Relationship Specialist with a passion for helping clients and working in a highly collaborative environment. The Client Relationship Specialist is responsible for providing exceptional client service and investment support to portfolio managers and clients, including communicating with attorneys, accountants, and brokers on behalf of our clients. Provides administrative coordination within the firm, including Trading, Operations, Business Development, and other Client Relationship Specialists. As a Client Relationship Specialist, you'll report to Portfolio Managers for client support activities, and to the Chief Operations Officer for operational and administrative management.Job Description and ResponsibilitiesClient-centric position that includes engaging with clients; responding to client needs and requests; acting as liaison between the client and portfolio manager; developing and maintaining meaningful relationships while building client confidence and providing exceptional service.Daily reconciliation of client portfolios to ensure accuracy of internal records.Provide administrative assistance: establish and maintain client information within portfolio management software. Properly maintain client information and client interactions in Client Relationship Management (CRM) program. Preparation and review of quarterly mailings; assistance with trading activities; and support of other Client Relationship Specialists.Prepare and compile meeting material and account paperwork for all client meetings.Desired Skills and Experience3-5 years of Financial Services or Investment industry experience.Broad knowledge of financial markets and industry terminology.Detail-oriented, with a client-first mindset, excellent organizational skills, ability to multi-task and a sense of urgency to produce timely results in a fast-paced work environment.Able to manage own workflow and priorities and can accommodate ad hoc Client/Portfolio Manager's requests.Effective in multiple forms of communication, demonstrating a professional, collaborative and positive attitude.Well-versed in Microsoft Office tools (Word, Excel, PowerPoint, Teams, Outlook & OneDrive), ability to learn new programs and adapt to technology enhancements.Prior experience with Portfolio or Trust Accounting platforms; experience with SS&C/Advent software a plus.Prior experience in similar roles of direct Client Support & Relationship Management within the Financial Services industry.SalaryThe position offers a salary range of $80,000 to $100,000 per year.BenefitsWe strive to provide our employees with excellent benefits, focused on supporting their physical, financial, and emotional wellbeing.We provide competitive salary, bonus opportunities, generous 401(k) profit-sharing plan, paid time off and holidays, excellent health benefits, tuition reimbursement, allowance for professional development, and more!Job LocationThe job site is the firm's office in Hartford, CT. During the COVID-19 pandemic, work will be performed at locations, as determined by the Chief Operations Officer.All applicants are considered without regard to race, religion, color, sex, gender, gender identity or expression, sexual orientation, pregnancy, age, national origin, ancestry, physical or mental disability, military or veteran status, genetic information, marital, domestic partnership, or civil union status, homelessness, ethnicity, or any other protected classification, in accordance with applicable federal, state, and local laws.

At PayPal (NASDAQ: PYPL), we believe that every person has the right to participate fully in the global economy. Our mission is to revolutionize commerce globally to make moving money, selling and shopping, personalized and secure.Job Description Summary:This is an exciting opportunity for individuals looking to own a fast growth segment of the global Peer to Peer business while working for an international brand true to a clear vision and purpose.Job Description:Meet our team:The Consumer Commercial team is a highly strategic team of general managers, visionaries, operators obsessed with driving growth! With a great balance of short term and long term levers, playing to win and managing daily P/L drivers, the team is a well rounded set of self starters placed at the center of driving consumer experiences for the PayPal customers globally. Your way to impact:You will oversee the P&L results and growth strategy, including key business drivers such as marketing, pricing, and risk management. You will collaborate closely with the product development team to craft a product strategy and roadmap, informed by customer needs, competitive insights, and commercial impact. Leading high-priority strategic initiatives, you will deliver tangible value to both our customers and the company. Your focus will be on expanding consumer growth globally by identifying and analyzing geographic trends, which will be integrated into our global Peer to Peer strategy and go-to-market plan.In your day to day you will:Work with the team on setting vision, growth objectives, and execution of those initiatives for Peer to Peer businessOwn the Peer to Peer P&L outcomes, including marketing outcomes, GTM, pricing optimization, and investment managementBe responsible for partnering with the product development team to drive the product strategy and roadmap based on customer needs, competitive trends and commercial impactAnalyze, quantify, and articulate trade-offs of product roadmap features with deep attention to detail and passion for creating delightful customer experiencesDrive growth internationally by identifying and analyzing customer, financial, and geographic trends and translating them into the global Peer to Peer strategy and planDefine key metrics and lead the execution of initiatives to improve those key metrics over timeWhat you need to bring:8-10 years in commercial roles at technology companies preferably, and familiarity with FinTech products and conceptsExperience in navigating complex organizations; start-up experience a plusDeep understanding of payments, fintech, peer to peer, relevant market trends and new products/technologiesStrategic and analytical thinking with an excellent ability to deal with complex topics and to use data to drive strategic objectives and prioritiesTrack record of delivering tangible results (proven experience delivering against a P&L is desirable)A BS/BA is required; MBA or MS preferredWe know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don't hesitate to apply.Additional Job Description:Subsidiary:PayPalTravel Percent:0-PayPal is committed to fair and equitable compensation practices.Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience.The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit https://www.paypalbenefits.com.The U.S. national annual pay range for this role is$82500 to $187990Our Benefits:At PayPal, we're committed to building an equitable and inclusive global economy. And we can't do this without our most important asset-you. That's why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you.We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit https://www.paypalbenefits.comWho We Are:Click Here to learn more about our culture and community.PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visithttps://www.paypal.com , https://about.pypl.comand https://investor.pypl.com.PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at [email protected] general requests for consideration of your skills, please Join Our Talent Community.Notice to Applicants and Employees who reside within New York City. Click here to view the notice.

College Board - College Readiness Assessments / Digital Product Management100% Remote (anticipated travel of 1-2 times/month)About the TeamThe College Readiness Assessments (CRA) division, comprised of approximately 40 mission-driven individuals, annually delivers the SAT Suite of Assessments (SAT, PSAT/NMSQT, PSAT10, and PSAT 8/9) to millions of students worldwide, with the aim of shaping their paths to college, career, and life after high school.Within CRA, the Digital Product Management team is responsible for all educator and student-facing products that power the delivery of the SAT Suite. This includes products that facilitate ordering, registration and reporting of the assessments, and bookend the digital assessment platforms known as Test Day Toolkit and Bluebook. We are a talented team of eight product managers and product owners with deep knowledge of the assessment space, students, educators, and the K12 market. Our product portfolio spans K12 schools, districts, states customers, and direct-to -consumer business models. A significant channel through which our assessments reach students is via multi-year contracts with states committed to providing SAT Suite opportunities to all their students. Many of these states also use the SAT Suite to meet federal accountability requirements under the Every Student Succeeds Act (ESSA). Now that the SAT Suite is fully digital, our states, districts and schools engage with an ecosystem of digital products to prepare for, administer, and receive assessment results. These products serve tens of thousands of schools, hundreds of thousands of educators, and millions of students each year.About the OpportunityAs the Senior Product Manager, K12 State Data Management and Reporting, you are a customer-focused and organizationally aware leader with a keen eye for detail. You will utilize your inquisitive mindset and learning agility to gain a thorough understanding of our current state contracts and RFP commitments. You will build relationships directly with our senior state contract leads across the country. You will collaborate with the College Board state implementation teams, to ensure that access to college readiness assessments does not represent a barrier to accessing higher education and other post-high school opportunities. You will serve as product manager, implementation consultant, School and District Partnership team liaison, and partner to our state data management and state data exchange development teams, working closely with their engineering manager.Your responsibilities extend to internalizing the current list of product features that are externally committed or contractually required to meet the bespoke needs of our valuable state partners. By leveraging customer metrics and insights, you'll identify desired improvements and enhancements. Collaborating directly with architects and engineering managers, you'll craft a vision and prioritized feature roadmap that satisfies the greatest number of core user problems and needs. You will be a critical partner to CRA's program and product leadership, backed by unwavering senior leadership support to establish the digital SAT as the premier standardized assessment of choice for our current and prospective state partners.Your proactive approach involves seeking useful information to shape our products for the good of the user, while simultaneously building strong, productive relationships with teams and stakeholders. As you navigate complexity, your initiative and leadership come to the fore, allowing you to influence outcomes across the organization. Your ability to seek insights, lead teams, and drive value for our customers makes you an invaluable asset to our mission-driven work.In this role you will:Product Vision and Roadmap Development (35%)Develop and communicate the product vision and roadmap for our state partners, adapting it as market needs and internal priorities evolveEnsure alignment of product roadmap to market/customer needs, organizational goals, and prioritiesGain understanding of customer needs and validate solutionsWork with stakeholders to identify opportunities to reduce operational complexity and riskProactively define and communicate Objectives and Key Results (OKRs) for the products that drive action focused on outcomes (vs. outputs)Market Understanding and Insights (20%)Establish and maintain a deep understanding of the market including the competitive landscape, trends in the market, customer needs and market requirementsConsistently gather market data and user feedback to shape the product roadmap and enhance user experienceStay informed about market trends and key requirementsMonitor competitive offerings and alternative solutions in the marketFeature Delivery and Implementation (30%)Deliver the highest priority features on the roadmap that are aligned to product vision and organizational prioritiesManage enhancement requests from stakeholders (both internal and external)Effectively oversee the flow of initiatives and features, participating in planning activitiesCollaborate with product owners to define release plans and gain a shared understanding of work within developmentteams backlogsWork closely with service units to collect data on product usage to inform prioritization of featuresGive feedback to product owners during demonstrations of product designs and completed workCollaborate with product owners and College Board internal functions to develop and update external and internal training, support materials, manuals, marketing materials, and communications for new product featuresCommunicate product updates to internal and external stakeholdersCollaborate with internal functional areas to identify and implement changes to the product's implementation processes, program policies, and operational support modelNew Product Development Leadership (15%)Lead new product development efforts for a product offeringDevelop business case and rationale for new product investmentsLead cross-functional teams to deliver new product offering into the marketCollaborate with teams across the organization to develop a go-to-market strategy and launch planAbout YouYou have:10+ years relevant experience including experience managing a product from inception through design to implementation and launchExperience working in an educational technology (EdTech) product company, ideally with a focus on products serving large K12 school districtsAgile product development experienceExcellent verbal and written communication skillsAbility to complete complex tasks on short deadlines in a fast-paced environment, with excellent prioritization skillsExperience distilling data to inform key decisionsExperience designing and communicating Objective and Key Results (OKRs)Experience mentoring junior colleaguesDemonstrated proficiency creating business cases and receiving buy-in from senior leadershipExperience presenting in high stakes internal and external settings, seeking to drive understanding and alignmentBachelor's degree or equivalent required; MBA or related master's degree preferredAuthorization to work in the U.S.About Our ProcessApplication review will begin immediately and will continue until the position is filledWhile the hiring process may vary, it generally includes: resume and application submission, recruiter phone/video screen, hiring manager interview, performance exercise and/or panel interview, and reference checks. This is an approximately 8-week processAbout Our Benefits and CompensationCollege Board offers a competitive benefits and compensation program that attracts top talent looking to make a difference in education. As a self-sustaining non-profit, we believe in compensating employees equitably in relation to each other, their qualifications, their impact, and the relevant market.The hiring range for a new employee in this position is $120,000 to $180,000. College Board differentiates salaries by location so where you live will narrow the portion of this range in which you can expect a salary.Your salary will be carefully determined based on your location, relevant experience, the external labor market, and the pay of College Board employees in similar roles. College Board strives to provide our best offer up front based on these criteria.Your salary is only one part of all that College Board offers, including but not limited to:A comprehensive package designed to support the well-being of employees and their families and promote education. Our robust benefits package includes health, dental, and vision insurance, generous paid time off, paid parental leave, fertility benefits, pet insurance, tuition assistance, retirement benefits, and moreRecognition of exceptional performance through annual bonuses, salary growth over time through market increases, and opportunities for merit raises and promotions based on increased scope of responsibilityA job that matters, a team that cares, and a place to learn, innovate and thriveYou can expect to have transparent conversations about benefits and compensation with our recruiters throughout your application process.About Our CultureOur community matters, and we strive to practice and improve our culture daily. Here are some headlines:We are motivated to positively impact the educational and career trajectories of millions of students a year.We prioritize building a diverse and inclusive team where every employee can thrive, and every voice is heard.We welcome staff to join any or all six of our affinity groups: ARISE (Alliance for Asian Retention, Inclusion, Success, and Engagement; DIASPORA (Alliance for Pan-African Success and Achievement); Pride (alliance for LGBTQ+ staff and allies); Resilience (alliance for Native staff and advocates); SALSA (Staff Alliance for Latinx Success and Achievement); and WIN (Women's Impact Network).We value learning and growth; we offer formal and informal ways to lead through your superpowers, sharpen your strengths, and meet your development goals.We know that our impact is strongest together. Our College Board Cares program offers all staff up to $1,000 annual match against partner non-profit organizations.We offer a transparent approach to promotions and merit raises, annual performance-based bonuses, and how to grow your career here over time.#LI-MS1#LI-REMOTE

Center 2 (19050), United States of America, McLean, VirginiaSenior Director Software Engineering- Bank TechAs a Senior Director in the Banking Architecture group at Capital One, you will be responsible for working with senior Business Executives, understanding their Business Vision and with help from your team, translating it into Technology Strategy, Architectures, Designs and in some places Framework or Common Capability Code. You will be managing and guiding five or more Director level Architects that are responsible for various Domains within Bank Tech, creating Domain Target Architectures, and a roadmap/ execution plan for the Domain. You will work with the Divisional Chief Architect to help establish the Architecture Process and Governance. You will work with software engineering teams helping them build the Banking Platforms, by owning and facilitating architecture development, helping with application designs and blueprint, turning architecture patterns into code, embedding in engineering teams to jump start complex projects, helping raise the talent bar by recruiting and hiring top engineering talent. You will also work with product owners to articulate benefits of proposed solutions, influence the technical roadmap of enterprise platforms and help business prioritize work. If this sounds exciting, the Banking Architecture Manager role could be for you!In this role, you will help drive technology strategy and adoption driving towards an end state that is based on simplicity and the adoption of digital technologies, cloud hosting, and open source software. In essence, you will work with stakeholders to make major Technology Investment decisions.The person we're looking for:- Is passionate about technology and architecture discipline- Has depth and breadth of knowledge across multiple software engineering disciplines- Has built "large-scale" Enterprise-grade Platforms and Software as a Service that is configurable by different Lines of Business- Hands-on with Cloud Native Architectures, in particular architecting enterprise applications on public cloud such as AWS, GCP or Azure- Believes in "you build it, you own it" software development model, that good software development includes good testing, resiliency, monitoring, documentation, and collaboration- Has excellent communication and reasoning skills, including the ability to make a strong case for technology choices- Has ability to build consensus and iteratively improve solutions- Firmly believes in leading by influence and by adding value- Is self-driven, actively looks for ways to contribute, and knows how to get things done- Values truth-seeking and evidence over "being right"- Has experience communicating to senior Business and Technology executivesBasic Qualifications:Bachelor's DegreeAt least 9 years of experience with enterprise architecture, software architecture, or design patternsAt least 7 years of experience with AWS Cloud Native Solutions and Serverless TechnologiesAt least 7 years of people management experiencePreferred Qualifications:Master's Degree in Computer Science or Engineering10+ years of experience working with business leaders on the implications of architectural decisions10+ years in software engineering10+ years of experience with architectural patterns, building APIs, microservices, and event streams7+ years in engineering delivery Capital One will consider sponsoring a new qualified applicant for employment authorization for this position.The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.New York City (Hybrid On-Site): $321,500 - $366,900 for Sr. Dir, Software EngineeringRemote (Regardless of Location): $272,400 - $310,900 for Sr. Dir, Software EngineeringCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at [email protected]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.For technical support or questions about Capital One's recruiting process, please send an email to [email protected] One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Manager to join our Financial Services Tax team located in our Hartford Office. This is a hybrid position; however, we will consider remote candidates. Hybrid employees are expected to alternate time between both remote and office. At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community. This results in our ability to create opportunities for our people, make a difference for our clients and strengthen our internal and external communities.YOUR TEAM. As part of the Financial Services Group, you'll work with some of the nation's leading private equity, hedge, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests.WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.YOUR ROLE. Responsibilities include but not limited to:Research tax issues and filing requirements that affect tax compliance.Review tax returns (1065 & 1120) and ensure accuracy and completeness.Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.Provide regular performance feedback as well as deliver timely performance evaluations.Develop subordinates' technical and industry skills and encourage growth.Demonstrate initiative, vision, resourcefulness, creativity, and independent thinking.YOUR EXPERIENCE. The successful candidate will have: Bachelor's Degree required, Master's in Accounting/Taxation preferredCPA, JD or EA requiredMinimum 6 years tax experience in a public accounting firm2+ years of supervisory experienceFinancial Services Industry experience required Experience with Form 1065Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsStrong tax research and writing skillsProven technical skills with MS Office to include Excel, Word, PowerPoint, OutlookPreferred competence with tax compliance and research software to include CCH Axcess, CCH, GoSystems, RIAExceptional project management and organizational skills with a demonstrated ability to multi-task.Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity PostersIf you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [email protected] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.#LI-JD1 #LI-Hybrid #GD/*generated inline style */

As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Manager to join our Financial Services Tax team located in our Hartford Office. This is a virtual position. A virtual position does not require job duties be performed within proximity of a CohnReznick office location. As a virtual employee, you may be required to be present at a CohnReznick office with scheduled notice for client working, team meetings or training. YOUR TEAM. As part of the Financial Services Group, you'll work with some of the nation's leading private equity, hedge, and other alternative investment funds. You'll gain valuable knowledge of the capital markets ecosystem and use it to deliver the comprehensive transaction, fund, and portfolio company audit, tax, and value creation solutions. As a result of the unique organizational structure of most private investment funds, you'll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service. Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more--our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence and timely response to questions and requests.WHY COHNREZNICK? At CohnReznick, we're united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your "why" at the firm.We believe it's important to balance work with everyday life - and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.YOUR ROLE. Responsibilities include but not limited to:Research tax issues and filing requirements that affect tax compliance.Review tax returns (1065 & 1120) and ensure accuracy and completeness.Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.Provide regular performance feedback as well as deliver timely performance evaluations.Develop subordinates' technical and industry skills and encourage growth.Demonstrate initiative, vision, resourcefulness, creativity, and independent thinking.YOUR EXPERIENCE. The successful candidate will have: Bachelor's Degree required, Master's in Accounting/Taxation preferredCPA, JD or EA requiredMinimum 6 years tax experience in a public accounting firm2+ years of supervisory experienceFinancial Services Industry experience required Experience with Form 1065Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsStrong tax research and writing skillsProven technical skills with MS Office to include Excel, Word, PowerPoint, OutlookPreferred competence with tax compliance and research software to include CCH Axcess, CCH, GoSystems, RIAExceptional project management and organizational skills with a demonstrated ability to multi-task.Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity PostersIf you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [email protected] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.#LI-JD1 #LI-Remote #GD/*generated inline style */