Wealth Advisor (Green Bay, WI)

🏢 Summary: Client-facing Wealth Advisor role managing a portfolio of 150–250 clients, delivering comprehensive financial planning and investment guidance, and supporting regional business development. The position involves onboarding new clients, performing portfolio analysis, presenting financial plans, and collaborating with senior leadership. Requires strong expertise in financial planning concepts, investment analysis, and financial technology platforms. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning, investments, tax, insurance, and estate planning, Experience generating and reviewing performance reports, Proficiency with Microsoft Office tools, Experience with Salesforce and financial planning software, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, AssetAllocation, PortfolioAnalysis, InvestmentResearch, TaxPlanning, EstatePlanning, InsurancePlanning, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware, PerformanceReporting 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: - Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients - Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth - Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients - Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning - Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients - Managing client communications and follow-up with clients' other advisors - Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention - Attending company workshops or lectures and speak to groups of potential clients when called upon - Implementing company policies and procedure - Other duties as needed Required Knowledge, Skills and Abilities: Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation - Additional certifications such as ChFC, PFS, CFA or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training and experience in financial planning - Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred - Ability to generate and review performance reports and present recommendations - Ability to manage multiple priorities and deliver to tight deadlines - Ability to work without close supervision - Ability to travel up to 50% for client meetings and trainings Competencies: Business & Technological Knowledge: - Advanced knowledge of financial products and financial planning concepts - Strong understanding of investments and asset allocation - Perform asset allocation and analysis for portfolio reviews and investment research - Prepare reports to illustrate trends and risks of investment opportunities - Expert use of Core Technology (Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, Docusign) - Comprehensive understanding of compliance requirements Client Focus & Accountability: - Assist in development of materials for client meetings and follow-ups - Support business development activities - Ensure work quality and timely delivery Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Travel up to 50% of the time for client needs and trainings. Compensation and Benefits: - Annualized base salary range: $85,000—$145,000 USD - Eligible for annual bonus and incentive compensation - Medical, dental, and vision coverage - Life insurance - 401(k) contributions - Health Savings Account (HSA) - Short- and long-term disability - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Three Cigna medical plans and Kaiser plans in California - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Full-time Legal Executive Assistant role supporting the Chief Estate Accountant and Estate Administration team within a Private Wealth practice serving ultra-high-net-worth clients. The position focuses on estate and fiduciary administration, tax return preparation support, document management, billing, and executive-level coordination. This hybrid role requires strong experience in estate planning operations, tax documentation, and advanced Microsoft Office proficiency. 🗂️ Requirements: Minimum 5 years of executive support experience, Experience in professional services, accounting, or estate planning, Working knowledge of estate and trust taxation concepts, Familiarity with Forms 706, 1041, and 709, Experience supporting C-suite or senior professionals, Experience working with high-net-worth clients, Advanced proficiency in Microsoft Office Suite, Ability to manage confidential information, Strong organizational and deadline management skills 📃 Skills: Microsoft, Outlook, Word, Excel, PowerPoint, Form706, Form1041, Form709, E-Verify, AI 🏢 Description: The Opportunity We're looking for an experienced Legal Executive Assistant to provide exceptional support to our Chief Estate Accountant and the Estate Administration team in our Private Wealth practice. This role is central to ensuring seamless operations and outstanding client service within the practice, which services Ultra High Net Worth individuals and families. What You'll Do: Prepare and revise estate planning documents with precision and attention to detail Manage complex calendars, schedule appointments, and coordinate travel arrangements Oversee all aspects of new client intake and implementation Maintain document retention systems, including vault documents and digital filing Handle billing processes and client distributions Support time tracking Build and maintain strong relationships with clients, demonstrating professionalism and discretion Manage communications with internal and external stakeholders Estate & Fiduciary Administration Support: Assist with the preparation and organization of estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709) Maintain detailed filing systems for estate and trust documentation, ensuring compliance with retention requirements Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations Coordinate the collection and organization of financial data, asset valuations, and supporting documentation from clients and third parties Other ad-hoc work as required What We're Looking For: Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable Experience working with high-net-worth clientele Comfort with AI tools and emerging technology, with a willingness to adopt firm-approved platforms that enhance productivity, document drafting, and workflow efficiency Experience supporting C-suite executives or senior professionals in client-facing environments Exceptional organizational skills with proven ability to manage multiple priorities and deadlines Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Outstanding written and verbal communication skills Absolute discretion and ability to handle highly confidential information Benefits: Full-time employees are eligible for enrollment in Medical, Dental, and Vision insurance plans, as well as a 401(k)-retirement program. Sterlington uses E-Verify to confirm employees' work authorization.

🏢 Summary: Full-time Legal Executive Assistant role supporting the Chief Estate Accountant and Estate Administration team within a Private Wealth practice, focusing on estate planning, fiduciary administration, and high-net-worth client service. The position combines executive support, tax and estate documentation coordination, and client-facing responsibilities in a hybrid work model. It requires strong expertise in estate and trust processes, advanced administrative skills, and proficiency with modern technology tools. 🗂️ Requirements: Minimum 5 years executive support experience in professional services, accounting, or estate planning, Working knowledge of estate and trust taxation concepts, Familiarity with Forms 706, 1041, and 709, Experience supporting C-suite executives or senior professionals, Experience working with high-net-worth clientele, Advanced proficiency in Microsoft Office Suite, Ability to manage confidential information with discretion, Ability to track deadlines for tax filings and fiduciary reporting 📃 Skills: Microsoft, Outlook, Word, Excel, PowerPoint, Form706, Form1041, Form709, E-Verify, AI 🏢 Description: Practice Group: Private Wealth Work type: Hybrid. This role offers flexibility to work remotely two days per week, with three days in the office to support the team members you work closely with. Compensation: Competitive and aligned with experience. The Opportunity We're looking for an experienced Legal Executive Assistant to provide exceptional support to our Chief Estate Accountant and the Estate Administration team in our Private Wealth practice. This role is central to ensuring seamless operations and outstanding client service within the practice, which services Ultra High Net Worth individuals and families. Our Private Wealth group is led by attorneys who previously practiced at a nationally recognized Am Law 100 firm and are now expanding a highly personalized, client-focused platform within a growing firm environment. What You'll Do: Prepare and revise estate planning documents with precision and attention to detail Manage complex calendars, schedule appointments, and coordinate travel arrangements Oversee all aspects of new client intake and implementation Maintain document retention systems, including vault documents and digital filing Handle billing processes and client distributions Support time tracking Build and maintain strong relationships with clients, demonstrating professionalism and discretion Managing communications with internal and external stakeholders Estate & Fiduciary Administration Support: Assist with the preparation and organization of estate tax returns (Form 706), fiduciary income tax returns (Form 1041), and gift tax returns (Form 709) Maintain detailed filing systems for estate and trust documentation, ensuring compliance with retention requirements Track critical deadlines for tax filings, court accountings, and fiduciary reporting obligations Coordinate the collection and organization of financial data, asset valuations, and supporting documentation from clients and third parties Other ad-hoc work as required What We're Looking For: Minimum 5 years of executive support experience, preferably in professional services, accounting, or estate planning Working knowledge of estate and trust taxation concepts; familiarity with Forms 706, 1041, and 709 highly desirable Experience working with high-net-worth clientele Comfort with AI tools and emerging technology, with a willingness to adopt firm-approved platforms that enhance productivity, document drafting, and workflow efficiency Experience supporting C-suite executives or senior professionals in client-facing environments Exceptional organizational skills with proven ability to manage multiple priorities and deadlines Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Outstanding written and verbal communication skills Absolute discretion and ability to handle highly confidential information Full-time employees are eligible for enrollment in Medical, Dental, and Vision insurance plans, as well as a 401(k)-retirement program. Sterlington uses E-Verify to confirm employees' work authorization. At Sterlington, we believe that world-class talent has no boundaries. We are committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive. We encourage all qualified candidates to apply.

🏢 Summary: The role focuses on managing and overseeing infrastructure and network changes to ensure safe execution and minimal impact on business operations. It involves evaluating, monitoring, and coordinating high-risk network changes while collaborating with infrastructure and application teams in a large-scale enterprise environment. The position also supports root-cause analysis, problem management, and continuous process improvement within network operations. 🗂️ Requirements: 5-7 years of experience in Network Engineering or Network Operations, Experience with enterprise-level network services, Experience with network change management and risk assessment, Knowledge of network protocols and TCP/IP communications, Experience with network vendor equipment configuration, Experience with root-cause analysis and problem management, Understanding of distributed and cloud platform architectures, Bachelor’s degree or equivalent experience 📃 Skills: Cisco, Nexus, Arista, Juniper, F5, Citrix, Checkpoint, PaloAlto, TCP/IP, IPv4, QoS, IPSEC, VPN, OSPF, EIGRP, BGP, DHCP, DNS, FTP, TFTP, IaaS, PaaS, SaaS, ECS, Andromeda, ServiceNow 🏢 Description: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Citi’s USCC & Wealth business is building a purpose-driven team to serve its globally diverse, digitally forward customers in top cities around the world. We’re looking for exceptional candidates who think digitally and differently, resolve problems in unconventional ways and strive to provide a remarkable experience for our clients. Overview of the Role Citi’s USCC & Wealth Production Management organization serves the global suite of products providing a full range of innovative and comprehensive set of services. Our businesses also offer industry-leading advanced technology, a strong worldwide presence and a powerful global franchise. The USCC & Wealth Infrastructure Change Management team reviews all infrastructure changes submitted by our Foundational Services partners. This position will require the ability to understand the potential impact of documented changes on the overall availability of the network with a focus on ensuring safe change execution. Additionally, the position will monitor high-risk network change activities during execution and facilitate immediate notification for any unplanned impacts. This role will also partner with the Foundational Services teams to facilitate large scale project initiatives and assist with planning and execution. Responsibilities Evaluate network changes to identify changes that might conflict with other planned infrastructure or application changes. When applicable, propose modifications to timing or other details in the change record to mitigate risk and ensure the change is successful. Document decisions regarding network changes within change tracker. Ensure required controls and processes are in place to maintain business continuity during network changes. Work with both infrastructure and application teams to develop an agreed upon execution plan for higher risk changes. Participate in change monitoring and oversight during weekend implementation green zones. Collaborate with Network teams on large scale network initiatives (EOVS refresh, platform upgrades, and new build-outs). Track and perform root-cause analysis of application impacts caused by network changes. Participate in Problem Management reviews of network change caused major incidents. Review network change failure root-causes and collaborate with the Foundational Services teams to make process improvements. Participate in discussions regarding the ServiceNow SaaS Risk Calculator and make recommendations for improvements. Qualifications: 5-7 years of experience in a Network Engineering or Network Operations role. Understanding of network services used by large financial organizations. Proven track record of operational process improvements. Ability to work independently, multi-task, and take ownership. Ability to work in a matrix environment and partner with other technology teams. Ability to work under pressure and manage to tight deadlines. Able to effectively communicate with both management and technical personnel regarding network technology changes, and risks surrounding planned activities. Technical Skills: Familiarity with network vendor equipment configuration and operation (Cisco, Nexus, Arista, Juniper, F5, Citrix, Checkpoint, Palo Alto) Knowledge of enterprise TCP/IP communications (IPv4, QoS, IPSEC, VPN, etc.) Understanding of network protocols: (OSPF EIGRP BGP DHCP DNS FTP TFTP) Familiarity with various distributed platform architectures (IaaS, PaaS, SaaS) Knowledge of emerging container platforms (ECS/Andromeda/Bare Metal/Public Cloud) Education: Bachelor’s degree/University degree or equivalent experience We offer: By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as: Private Medical Care Program Life Insurance Program Pension Plan contribution (PPE Program) Employee Assistance Program Paid Parental Leave Program (maternity and paternity leave) Sport Card Holidays Allowance Sport and team recreation activities Special offers and discounts for employees Access to an array of learning and development resources A discretional annual performance related bonus A chance to make a difference with various affinity networks and charity initiatives Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day.  We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Systems & Engineering ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location Full Time Salary Range: 241 750,00 zł - 411 650,00 zł ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. ------------------------------------------------------ This job opening is for an existing job vacancy. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View Citi’s EEO Policy Statement and the Know Your Rights poster.

🏢 Summary: Opportunity for a Private Wealth Associate to work directly with senior practitioners on sophisticated estate planning and tax matters for high-net-worth and ultra-high-net-worth clients. The role involves drafting complex estate planning documents, implementing advanced tax structures, and advising on business succession and fiduciary administration. The practice emphasizes technical tax expertise, client-facing responsibility, and integration of AI tools in estate planning work. 🗂️ Requirements: J.D. from a top-tier law school, 2–6 years of trusts and estates experience at an AmLaw 100 firm or recognized private wealth boutique, Experience drafting complex estate plans for UHNW clients, Strong understanding of the federal transfer tax system, Knowledge of IRC §2010, §2642, §2031 and grantor trust rules, Ability to identify Section 280G issues in succession planning, Experience with advanced planning structures (GRATs, SLATs, IDGTs, QPRTs, CLTs, CRTs), Experience with trust and estate administration and fiduciary accounting, Federal and state tax research experience (estate, gift, GST, fiduciary income tax), Work authorization verified through E-Verify 📃 Skills: EstatePlanning, TrustAdministration, Probate, FiduciaryAccounting, TaxResearch, IRC2010, IRC2642, IRC2031, GrantorTrusts, Section280G, GRAT, SLAT, IDGT, QPRT, CLT, CRT, PrivateFoundations, BusinessSuccessionPlanning, EntityStructureAnalysis, BuySellAgreements, AI 🏢 Description: Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters. THE PRACTICE Sterlington's Private Wealth group advises founders, executives, and multigenerational families managing significant wealth. The work is sophisticated, the clients are consequential, and the team is deliberately small. As an Associate on this team, you will work directly with senior practitioners on real matters. The practice is built around developing excellent private wealth lawyers through meaningful, hands-on experience. WHAT YOU'LL DO - Draft wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and ancillary estate planning documents for high-net-worth and UHNW clients - Support design and implementation of advanced planning structures: GRATs, SLATs, IDGTs, QPRTs, charitable trusts (CLTs/CRTs), and private foundations - Assist with trust and estate administration; probate, fiduciary accounting, beneficiary communications, and post-mortem planning - Conduct federal and state tax research on estate, gift, GST, and fiduciary income tax issues - Support business succession planning matters, including entity structure analysis and buy-sell agreement review - Coordinate with family offices, accountants, and investment advisors as part of multidisciplinary client teams WHAT WE'RE LOOKING FOR FOUNDATION - J.D. from a top-tier law school - 2–6 years of trusts and estates experience at an AmLaw 100 firm or a recognized private wealth boutique - Experience drafting complex estate plans and advising UHNW clients - Strong understanding of the federal transfer tax system - LL.M. in Taxation or Estate Planning is a differentiator TECHNICAL & TAX ACUITY - Comfort with IRC §2010, §2642, §2031, and grantor trust rules - Ability to identify Section 280G issues in succession contexts - Ability to engage in advanced drafting discussions with senior practitioners CLIENT PRESENCE - Strong written and verbal communication skills - Ability to manage long-term client relationships with discretion and professionalism A NOTE ON TECHNOLOGY Associates who use AI tools for research, document drafting, and tax analysis will find meaningful support. The practice is investing in technology-forward estate planning solutions. COMPENSATION Compensation is competitive and structured around the quality and experience of the candidate. Full-time employees are eligible for Medical, Dental, Vision, and 401(k). Sterlington uses E-Verify to confirm employees' work authorization. Sterlington is committed to fostering a diverse and inclusive environment where unique perspectives are valued and every individual has the opportunity to thrive.

🏢 Summary: Associate role in a Private Wealth practice advising founders, executives, and UHNW families on sophisticated estate planning, tax, and succession matters. The position involves drafting complex estate documents, implementing advanced wealth transfer structures, and conducting in-depth federal and state tax analysis. This is a hands-on role with direct exposure to high-level client work and a strong emphasis on technical tax expertise and technology-forward practice. 🗂️ Requirements: J.D. from top-tier law school, 2–6 years trusts and estates experience, Experience at AmLaw 100 firm or private wealth boutique, Drafting complex estate plans, Knowledge of federal transfer tax system, Experience with UHNW client matters, Understanding of IRC §§2010, 2642, 2031, Knowledge of grantor trust rules, Ability to conduct federal and state tax research, Work authorization verified via E-Verify 📃 Skills: EstatePlanning, Trusts, Probate, TaxResearch, IRC, GRAT, SLAT, IDGT, QPRT, CLT, CRT, FiduciaryAccounting, SuccessionPlanning, EntityStructure, BuySellAgreements, AI 🏢 Description: THE PRACTICE Sterlington's Private Wealth group advises founders, senior executives, and multigenerational families managing significant wealth. The work is sophisticated, the clients are consequential, and the team is deliberately small. As an Associate, you will work directly with senior practitioners on substantive private wealth matters and gain meaningful client exposure. WHAT YOU'LL DO - Draft wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and ancillary estate planning documents for high-net-worth and UHNW clients - Support design and implementation of advanced planning structures: GRATs, SLATs, IDGTs, QPRTs, charitable trusts (CLTs/CRTs), and private foundations - Assist with trust and estate administration, including probate, fiduciary accounting, beneficiary communications, and post-mortem planning - Conduct federal and state tax research on estate, gift, GST, and fiduciary income tax issues - Support business succession planning matters, including entity structure analysis and buy-sell agreement review - Coordinate with family offices, accountants, and investment advisors as part of multidisciplinary client teams WHAT WE'RE LOOKING FOR FOUNDATION - J.D. from a top-tier law school - 2–6 years of trusts and estates experience at an AmLaw 100 firm or recognized private wealth boutique - Experience drafting complex estate plans and advising UHNW clients - Strong understanding of the federal transfer tax system - LL.M. in Taxation or Estate Planning is a differentiator TECHNICAL & TAX ACUITY - Comfort with IRC §2010, §2642, §2031 - Knowledge of grantor trust rules and related tax mechanics - Ability to identify tax issues such as 280G in succession contexts - Ability to conduct advanced estate and tax drafting discussions CLIENT PRESENCE - Clear written and verbal communication skills - Ability to manage long-term client relationships with discretion and professionalism A NOTE ON TECHNOLOGY - Interest in using AI tools for research, document drafting, and tax analysis - Openness to working in a technology-forward private wealth practice COMPENSATION Compensation is competitive and based on experience and qualifications. Full-time employees are eligible for Medical, Dental, Vision, and 401(k) benefits. Employment authorization is verified through E-Verify. The firm is committed to fostering a diverse and inclusive environment and encourages qualified candidates to apply.

🏢 Summary: Senior-level Paid Search role leading enterprise strategy and execution across large-scale media investments, acting as a strategic partner to clients and overseeing complex campaign structures. The position combines hands-on platform management with team leadership, driving optimization, automation, and innovation across Google Ads, SA360, and Microsoft Ads. Offers a remote-first setup, competitive salary, performance bonus, and comprehensive benefits. 🗂️ Requirements: 6+ years managing enterprise-level paid search programs, Minimum 2 years of staff management experience, Experience managing large-scale paid search investments and complex account structures, Experience in SaaS, fintech, HR/payroll, SMB platform, or similar performance marketing environments, Deep expertise in Google Ads and Microsoft Ads, Experience with campaign architecture, automation, audience targeting, bidding frameworks, and feed management, Experience using GA4 and enterprise analytics platforms, Ability to manage multiple products, campaigns, and business objectives simultaneously 📃 Skills: GoogleAds, MicrosoftAds, SA360, GA4, Automation, AudienceTargeting, Bidding, FeedManagement, Analytics, Forecasting, Budgeting, Optimization 🏢 Description: The Role Benefits - Remote-first culture - Unlimited PTO - Extended Holiday break (Winter) - Flexible schedules - Work from anywhere options* - 100% paid parental leave - 401(k) matching - Medical, Dental, Vision, Life, Pet Insurance - Sponsored life insurance - Short Term Disability insurance and additional voluntary insurance - Annual Class Pass credits and more! Compensation The anticipated annual salary for this role will range from $110,000 - $150,000, based on consideration of a wide array of factors unique to each candidate, including skill set, years and depth of experience, education and certifications, competitive benchmarks, scope of responsibility, market dynamics, geographic location, and respective state’s salary threshold for exempt employees. The total compensation package will include the benefits listed above and an annual performance bonus. This role has an associated annual target bonus component which is paid out based on Company performance, department performance, and individual performance. Bonuses are not guaranteed and you must be an active employee in good standing and not on a Performance Improvement Plan to be eligible. *This position may be performed remotely in most states within the US, with some exclusions. You Will Be - Serving as a senior strategic partner and embedded extension of the client’s marketing organization, leading paid search strategy, performance management, and executive-level business planning across a $100M+ multi-product media investment - Operating as both a strategist and hands-on practitioner by driving campaign architecture, optimization, execution oversight, and innovation initiatives to ensure operational excellence and measurable business impact - Managing highly complex enterprise account structures across SA360, Google Ads, Microsoft Ads, and other relevant paid search platforms - Balancing multiple stakeholder groups, competing business priorities, and evolving growth objectives within a sophisticated enterprise ecosystem - Driving strategic planning, forecasting, budgeting, testing roadmaps, and performance optimization initiatives aligned to client growth goals and broader business objectives - Translating complex performance trends and business insights into clear, executive-level recommendations and action plans for senior client stakeholders - Partnering closely with Client Strategy, Analytics, Strategy, Creative, and channel leadership teams to ensure integrated marketing alignment and operational excellence - Identifying opportunities for innovation, growth, process improvement, and operational scalability across the engagement - Leading, developing, mentoring, and supporting a team of four Paid Search Specialists through coaching, career development, quality assurance, prioritization, and performance management - Providing strong oversight of campaign execution, QA processes, account health, and delivery standards to ensure flawless execution across the business - Driving innovation and thought leadership across enterprise paid search strategy, automation, audience targeting, measurement, and optimization initiatives - Managing and escalating critical client or account issues appropriately while maintaining strong trust and partnership with senior stakeholders - Staying at the forefront of emerging trends, platform changes, AI-driven search developments, and evolving enterprise paid media strategies You Must Have - 6+ years of experience managing enterprise-level paid search programs within agency and/or client-side environments - Minimum of 2 years prior staff management experience with demonstrated success in developing, mentoring, and leading high-performing team members - Proven success in managing large-scale paid search investments and highly complex account structures across enterprise organizations - Experience supporting sophisticated SaaS, fintech, HR/payroll, SMB platform, or similarly complex performance marketing businesses - Deep expertise across Google Ads, Microsoft Ads, campaign architecture, automation strategies, audience targeting, bidding frameworks, feed management, and enterprise-scale optimization - Strong analytical and problem-solving skills with experience leveraging performance data, GA4, and enterprise analytics platforms to drive strategic decision-making and optimization opportunities - Excellent oral, written, and interpersonal communication skills with the ability to build trust and influence across teams and stakeholders - Ability to operate effectively within fast-paced, highly visible enterprise environments while managing complex stakeholder relationships and competing business priorities - Experience leading large-scale paid search engagements across multiple products, campaigns, audiences, and business objectives simultaneously - Strong track record driving operational rigor, process improvement, and strategic recommendations through data-driven insights and executive-level client communication This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

🏢 Summary: Hybrid Audit Support Analyst role supporting federal financial statement audits, internal control reviews, and compliance activities, including OMB A-123 testing. The position focuses on coordinating audit requests, maintaining documentation trackers, preparing responses, and supporting corrective action plans for federal oversight engagements. Requires a bachelor’s degree and at least one year of audit or financial management experience, with eligibility for Public Trust clearance. 🗂️ Requirements: Bachelor's degree in Accounting, Finance, Business, or related field, Minimum 1 year experience in audit, accounting, internal controls, compliance, or federal financial management, Authorization to work full-time in the United States, Ability to obtain Public Trust Security Clearance, Experience supporting federal audit or compliance activities, Proficiency in Microsoft Excel, Word, PowerPoint, and SharePoint 📃 Skills: Excel, Word, PowerPoint, SharePoint, OMB, GAO, A-123 🏢 Description: Job Location: This is a hybrid position requiring onsite support in Washington, DC three days per week. Clearance: Must be currently authorized to work in the United States on a full-time basis and have the ability to obtain a Public Trust Security Clearance. Job Description: In this position as an Audit Support Analyst, you will provide operational and coordination support for federal audit, internal control, and compliance activities. You will support day-to-day coordination of financial statement audits, internal control reviews, OMB A-123 testing, and other federal oversight engagements. In this position, you will also: Track auditor requests, due dates, document submissions, follow-up questions, and management responses across multiple stakeholders and workstreams. Assist in gathering, organizing, and reviewing supporting documentation from program offices, finance teams, budget personnel, grants staff, acquisitions teams, and system owners. Maintain audit request logs, status trackers, action item lists, evidence repositories, and corrective action tracking documentation. Help prepare draft responses to auditor inquiries, ensuring responses are clear, complete, and aligned with agency procedures and requirements. Coordinate meetings between auditors and agency stakeholders, including preparing agendas, documenting discussion points, and tracking follow-up actions. Support review of audit findings, notices of findings and recommendations (NFRs), management responses, and corrective action plans. Monitor corrective action milestones and assist with status reporting and updates for management and leadership. Help identify documentation gaps, process inconsistencies, or internal control concerns that may require escalation. Support internal control and compliance activities through walkthroughs, process narratives, risk/control matrices, and testing documentation. Prepare routine audit status reports, dashboards, briefing materials, and meeting notes for federal leadership. Maintain professional communication with auditors, agency staff, and contractor team members. Ensure audit documentation is handled in accordance with applicable federal policies, privacy requirements, and records management procedures. Required Skills: Bachelor's degree in Accounting, Finance, Business, or a related field. 1+ year of experience supporting audit, accounting, internal controls, compliance, or federal financial management activities. Desired Skills: Experience working with OMB Circular A-123, GAO Green Book, financial statement audits, or corrective action plan tracking. Experience supporting a federal agency or government contractor in audit, compliance, or oversight-related activities. Basic understanding of federal financial management, internal controls, audit readiness, or compliance review processes. Experience maintaining trackers, evidence logs, audit response repositories, or other documentation management tools. Strong organizational skills with the ability to manage multiple deadlines, detailed documentation, and competing priorities in a fast-paced environment. Proficiency with Microsoft Excel, Word, PowerPoint, and SharePoint, along with strong written and verbal communication skills. Compensation and Benefits: We offer a competitive salary range of $60,000 to $70,000 in the United States. Individual salary within this range is determined by education, experience, skills, and geographic location. The Total Rewards package includes major medical benefits such as dental and vision coverage, a 401(k)-contribution plan, holiday and personal time off, professional development training and certification benefits, health and wellness subsidies, and paid time off for community service.

🏢 Summary: Senior Technical Application Consultant role focused on delivering end-to-end technical application services, ensuring SLA compliance, and resolving complex service issues for financial clients. The position involves operating and supporting complex applications on Windows servers while driving service performance and continuous improvement. It requires close collaboration with clients and technical teams to maintain high-quality service delivery. 🗂️ Requirements: Experience operating complex applications on Windows servers, Ability to manage and meet SLAs, Experience resolving complex technical issues, Experience in service delivery and performance monitoring, Background in financial investment domain, Strong analytical skills in technical environments 📃 Skills: Windows, Servers, Applications, SLAs, Monitoring, Troubleshooting, Reporting, Finance, Analytics 🏢 Description: WHAT MAKES US, US Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values – caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like what we’re saying, keep reading! WHY THIS ROLE IS IMPORTANT TO US We are looking for a Senior Technical Application Consultant, responsible for contributing to the effective delivery of high-quality services to clients, ensuring that all operational processes meet client expectations and organizational goals. This role is focused on service delivery efforts, addressing intricate problems, and maximizing efficiency. The Consultant collaborates with internal teams and clients to ensure that services are delivered efficiently and effectively, facilitating continuous improvement and maintaining high levels of client satisfaction. WHAT YOU WILL BE RESPONSIBLE FOR Acting, together with the team, as a cornerstone in delivering end‑to‑end technical application services aligned with SLAs and business goals Collaborate with clients and internal teams to define service delivery goals, ensuring alignment with business needs and best practices Monitor service delivery performance, analyze metrics, and take corrective actions to address performance gaps Contributing to the resolution of escalated issues, ensuring quick and effective resolution of complex service delivery issues Spotting continuous improvement initiatives, identifying opportunities to enhance efficiency, quality, and service outcomes Contributing to regular updates and reports on service delivery status, risks, and opportunities to clients and senior leadership Part of the client facing team, develop and maintain solid relationships with clients, ensuring their needs are met and expectations satisfied Collaborating with technical experts on complex problems, sharing best practices and enhancing the overall service delivery team WHAT WE VALUE Your effective communication, coordination, and interpersonal skills will help you lead all activities to success. As our preferred candidate, you will have: Practical knowledge of operating complex applications on Windows servers You enjoy working with complex technical problems in a challenging technical environment Experience within the financial investment world Good communication & organization skills You have well-developed analytical skills and are used to working in a structured way You are good at working on & prioritizing multiple tasks at the same time Knowledge or high interest in financial issues - theoretical as well as practical You are service-minded and have the ability to thrive in a time-sensitive setting, you enjoy as well working in a team BENEFITS Flexible working hours and hybrid model - 2 days in the office, 3 days remote Modern office (next to Wilanowska metro station) with quiet zones and ergonomic workstations Base salary with annual bonus structure Holiday allowance upon a 2-week vacation Occasional remote work across Poland and international options available (up to 24 days domestic, 20 days international per year - subject to internal policy) Employer-paid Medicover Platinum healthcare package (employee-paid family upgrade available) Multisport card with 75% employer contribution Unum group life insurance (employee-paid upgrade available) Medicover travel insurance for private trips and global business travel insurance Possibility to join Deutsche Börse Group Share Plan (eligible after 1 year) Copyrights program for certain roles Possibility to develop your career in an international environment Professional training and courses provided by SimCorp Polish language classes for foreign employees; German and English classes based on business needs Integration events, volunteering initiatives and employee-led clubs Compensation ranges are being disclosed at the initial stage of candidate engagement. Visit our career pages to learn more about working at SimCorp: www.simcorp.com/career NEXT STEPS Please send us your application in English via our career site as soon as possible, we process incoming applications continually. Please note that only applications sent through our system will be processed. At SimCorp, we recognize that bias can unintentionally occur in the recruitment process. To uphold fairness and equal opportunities for all applicants, we kindly ask you to exclude personal data such as photo, age, or any non-professional information from your application. Thank you for aiding us in our endeavor to mitigate biases in our recruitment process. For any questions you are welcome to contact Hanna Brzózka, Lead Talent Acquisition Partner, at " hanna.brzozka@simcorp.com " . If you are interested in being a part of SimCorp but are not sure this role is suitable, submit your CV anyway. SimCorp is on an exciting growth journey, and our Talent Acquisition Team is ready to assist you discover the right role for you. The approximate time to consider your CV is three weeks. We are eager to continually improve our talent acquisition process and make everyone’s experience positive and valuable. Therefore, during the process we will ask you to provide your feedback, which is highly appreciated. WHO WE ARE For over 50 years, we have worked closely with investment and asset managers to become the world’s leading provider of integrated investment management solutions. We are 4,000+ colleagues with a broad range of nationalities, education, professional experiences, ages, and backgrounds in general. SimCorp is an independent subsidiary of the Deutsche Börse Group. Following the recent merger with Axioma, we leverage the combined strength of our brands to provide an industry-leading, full, front-to-back offering for our clients. SimCorp is an equal opportunity employer. We are committed to building a culture where diverse perspectives and expertise are integrated in our everyday work. We believe in the continual growth and development of our employees, so that we can provide best-in-class solutions to our clients.