Wealth Advisor (Upstate New York)

🏢 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: Opportunity for an experienced Wealth Advisor to manage and deepen relationships with affluent clients, delivering comprehensive financial planning and investment solutions. The role focuses on fiduciary client service, portfolio analysis, and collaboration with in-house experts in tax, estate, and insurance. Advisors leverage financial planning software and a unified platform to develop tailored strategies and drive organic growth. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 7–10 years of experience as Independent Advisor, Registered Representative, Portfolio Manager, Financial Planner, or CPA, Certified Financial Planner (CFP) or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license (or qualifying exemption), Advanced knowledge of financial planning concepts and financial products, Experience with financial planning software, Strong understanding of asset allocation and portfolio analysis, Comprehensive knowledge of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, FinancialPlanning, PortfolioManagement, AssetAllocation, TaxPlanning, EstatePlanning, InsurancePlanning, Compliance, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Advisors focus exclusively on their clients and act as fiduciaries, utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. They are supported by a technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and related disciplines. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations aligned with defined objectives - Communicate complex financial solutions clearly and effectively - Build meaningful, long-term client relationships to ensure retention - Leverage solutions including tax, estate planning, and insurance to deliver comprehensive strategies - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests first Required Knowledge, Skills and Abilities Education: - Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting, or Finance); Master’s degree a plus Experience: - 7–10 years of relevant experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required, or acceptable alternative (ChFC, PFS, CFA, CIC) - Series 65 required unless exempt based on designation and state regulations Skills & Competencies: - Advanced knowledge of financial products and financial planning concepts - Ability to present investment, finance, and tax planning solutions - Strong understanding of economic landscape and its impact on clients - Experience utilizing financial planning software - Strong understanding of investments and ability to perform asset allocation and portfolio analysis - Comprehensive knowledge of compliance requirements - Ability to travel up to 20% Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation and Benefits: Annual base salary range: $85,000—$145,000 USD, plus eligibility for annual bonus and incentive compensation. Benefits include: - Medical, dental, and vision coverage - Life insurance - 401(k) with company match (Traditional and Roth options) - Health Savings Account (HSA) - Short- and long-term disability coverage - Paid holidays and generous paid time off - Paid parental leave - Employee Assistance Plan - Dependent care savings account - Adoption assistance reimbursement - Pet insurance - Additional supplemental insurance options

🏢 Summary: Entry-level Financial Planner role within a centralized Financial Planning Group, responsible for preparing comprehensive financial plans and analyses to support Wealth Management Teams. The position focuses on document analysis, data management, and use of financial planning software to deliver customized client plans. Ideal for candidates beginning their CFP® path and seeking to build technical expertise in financial planning. 🗂️ Requirements: Bachelor’s degree (Financial Planning, Business, Economics, Psychology, Finance or related), CFP® coursework started, Proficiency in MS Word, Excel, PowerPoint, Outlook, Experience with Salesforce and financial planning software, Strong analytical and organizational skills, Ability to manage multiple priorities and meet deadlines, Customer service orientation, Ability to travel up to 10%, Availability during standard business hours 📃 Skills: Excel, Word, PowerPoint, Outlook, Salesforce, eMoney, Morningstar, SS Analyzer, CRM, portfolio analysis, tax planning 🏢 Description: Job Summary: Financial planning is the foundation of the organization. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. Essential Job Functions: - Prepare financial plans for prospective clients and existing clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. - Work with the sales team and advisors to collect documents from clients to prepare the financial plan. - Use financial planning tools (eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients. - Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness. - Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations. - Keep current on financial planning topics including cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. - Assist with creating and implementation of workflows and procedures to improve efficiency and enhance team processes. Required Knowledge, Skills and Abilities: - Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related). - Has begun CFP® coursework. - At least 1 year of financial industry related experience preferred. - Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred. - Excellent verbal, written, analytical and organizational skills. - Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment. - Customer service orientation, coachable, and eager to learn. - Highly flexible and able to maintain confidentiality. - Ability to travel up to 10%. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel up to 10% of the time. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program - 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 and per pay period match - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Manager, Client Service role overseeing client service teams within a financial advisory environment, combining people management, operational oversight, and hands-on client service responsibilities. The position focuses on improving team productivity, ensuring exceptional client experience, and serving as a subject matter expert on complex financial account topics. Offers competitive compensation, incentive eligibility, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), Minimum 2 years financial industry experience, Minimum 2 years client-facing experience, Ability to manage and develop team members, Proficiency with financial planning software, Proficiency with Salesforce, Proficiency with MS Office Suite 📃 Skills: Salesforce, MSOffice, FinancialPlanningSoftware, HRSystems, Timekeeping, PerformanceManagement, 10b5-1, RMD, TaxLossHarvesting, CashAudits 🏢 Description: Job Summary: The Manager, Client Service works collaboratively with the Director, Client Service on: team member management and development, increasing overall productivity of direct reports, promoting excellence in servicing the existing client base with efficiency and attention to detail, and performing Client Service Specialist responsibilities. Responsibilities: People Management - Participate in the hiring, training, mentoring and supervision of all Client Service Specialists, Client Service Coordinators and Interns in an office - Maximize talent via employee development and coaching - Facilitate a strong team culture and sharing of best practices across an office or team - Partner with Client Service Leadership Team to facilitate ongoing CSS training and development - Handle all manager functions in the HR system including timekeeping, PTO requests, and performance reviews for direct reports Operations Management - Optimize productivity by coordinating Client Service Specialist coverage and prioritizing workflow within the office - Ensure an exceptional client experience in the office/team - Act as a local contact for operational issues or challenges - Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers - Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits Leadership - Directly impact growth and client retention and monitor progress toward team goals - Participate as a member of the senior manager's leadership team to contribute to local strategy decisions - Coordinate team meetings and events - Identify scalable solutions and process improvements and collaborate with relevant departments to update processes - Support Branch Operations on new projects and initiatives - Support Learning and Development on Client Service Specialist trainings - Office management responsibilities as assigned Requirements: Education: - Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: - Minimum 2 years of financial industry related experience - Minimum 2 years of client-facing experience - Experience interacting with individuals at all income levels in a professional and confidential manner Certifications: - Notary designation a plus Job Skills: - Self-motivated and well-organized with ability to work independently and in a team - Excellent verbal, written, analytical and organizational skills - Technical and analytical ability with multi-tasking and project management skills - Proficiency with financial planning software, Salesforce and MS Office Suite - Flexible, reliable, trustworthy, and able to maintain confidentiality Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment with assigned workstation. Compensation: - Base Pay Range: $100,000—$110,000 USD - Eligible for incentive compensation programs Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and one Traditional Co-Pay plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions (for HDHP enrollment) - Two Dental plans - Vision Insurance - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits combining STD and Parental Leave - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options and employer match - 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. 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🏢 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: Full-time onsite Youth Career Advisor role providing career counseling, case management, and WIOA program services to young adults, including eligibility determination, employment planning, data entry, and compliance reporting within a state system. 🗂️ Requirements: Bachelor's degree or equivalent combination of education and experience, Knowledge of WIOA program requirements, Experience with intake, eligibility determination, and case management, Ability to maintain compliance documentation in state systems, Proficiency in MS Word and MS Excel, Ability to learn and use specialized databases and software systems, Valid Driver's License, Ability to work onsite and travel within Snohomish County, Strong analytical and problem-solving skills, Ability to meet program benchmarks and reporting deadlines 📃 Skills: WIOA, MSWord, Excel, Databases, DataEntry, Reporting, CaseManagement, WorkforceSystems 🏢 Description: TITLE: Youth Career Advisor REPORTS TO: WIOA Program Lead Career Team is looking to hire a Youth Career Advisor who will perform professional work providing career counseling, intensive case management, and follow-up services to young adults eligible for the WIOA program. Work is performed under the supervision of the WIOA Program Lead. Your Impact on Career Team's Success: Provide information and case management services to community members interested in WIOA Youth services Complete intake and eligibility determination for workforce programs Assess career seekers' employment, abilities, and training needs through interviewing, testing, and other methods Serve as a liaison between workforce development programs and community partners and resources Offer all youth participants the required 14 Youth Program Elements as part of your case management Create and foster relationships with area juvenile justice centers and school districts Enter data into state system and process clients through any participant information system as required Guide career seekers through the preparation of individual employment plans (IEP) based on their specific occupational or education goals Stay on top of labor market trends and best practices in career and training paths Advise youth on available job and education opportunities, training programs, and other services Refer individuals to appropriate services, training programs, or job opportunities and follow up on those activities Conduct orientation sessions, workshops, job clubs, and other group presentations for youth Follow all policies, procedures, and regulations related to eligibility documentation Maintain accurate individual case files in state system for each registered customer ensuring that each file contains all required eligibility documents and meets compliance requirements Meet and/or exceed program benchmarks Participate in all staff-related events as required including but not limited to training and team meetings Complete all required reports within the data management system Approach each day and task with a solutions-oriented and responsive mindset This position is expected to be 100% onsite. The selected candidate will be required to work onsite at the listed location and within the community. To Qualify for This Role, You Must Have: Bachelor's degree or higher or an equivalent combination of education and experience Strong communication skills and knowledge about community resources Possess strong analytical and problem-solving skills, with the ability to make well-thought-out decisions Must be computer literate and have MS Word and Excel skills at minimum, and the ability to learn specialized databases and software systems Ability to work in a variety of settings with a culturally diverse customer base with the ability to be culturally sensitive Strong business acumen Ability to motivate youth towards achieving goals Ability to meet and exceed set goals and objectives Excellent interpersonal, time management, customer service, organizational skills, and communication skills, both oral and written required Knowledgeable about the WIOA program and other workforce program requirements A demonstrated ability to thrive in a fast-paced environment while remaining flexible, proactive, resourceful, and efficient in maintaining a high level of confidentiality Exceptional time management skills to meet deadlines and work under pressure A Valid Driver's License Salary: $54,500 - $57,000/yr Salary is commensurate with education and experience. Career Team offers a competitive benefits package including healthcare, dental, and personal/vacation time. Travel: Travel for this role is primarily limited to necessary trips within Snohomish County to support career seekers. Background Check Requirements. Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current employees who apply for the position.