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Integrity Marketing Group logo
Integrity Marketing GroupUrbandale, IA
The Role This position will have supervisory responsibility of Brokers International Financial Services, LLC registered representatives and investment advisory representatives. The Trade Review Principal (TRP) will need extensive industry knowledge and operational experience related to suitability and trade review along with time management and organizational skills. Essential Job Functions, other duties assigned Provide Principal review and approval of transactions while working within firm's established suitability guidelines and time frames. Provide Principal review and approval on variety of business types: mutual funds, annuities, variable life insurance, 529 plans, financial planning, alternative investments (REITs and DPPs), advisory and brokerage transactions. Reviewing brokerage and advisory accounts held through our clearing firms to ensure that the account opening process follows all company guidelines. Conduct ongoing customer account reviews to detect potential sales abuses. Maintain product knowledge. Provide education and training to representatives concerning regulatory, corporate and legal requirements, general product offerings, licensing issues as well as internal processes & procedures. Notifying advisors when a transaction conflicts with a client's investment profile, a company policy, or an industry regulation. Working with advisors to resolve escalated issues surrounding these investments. Work with the Compliance Department as needed to address regulatory concerns or improper sales practices. Developing process improvement recommendations to enhance department workflow. Knowledge, Skills, and Abilities Must display Core Values Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes. Thorough understanding of rules, regulations and legal requirements of the SEC, FINRA, MSRB, AML and state securities regulators. Product knowledge in variable life, variable annuities, mutual funds, managed accounts, financial planning, and securities. Strong conceptual skills with an ability to deliver big ideas that drive results Exceptional written and verbal communication skills Experience and Education Experience: 2-4 years of prior financial services experience Education: Four year college or university program certificate; or equivalent combination of education and experience. Licensing: FINRA Series 7, 24, 65/66 required. Series 4 and 53 required within 6 months. Insurance and securities license(s) in state(s) of operation for life, health, and variable annuity may be required. Physical Requirements Office Position Travel Up to 10% About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Posted 30+ days ago

PwC logo
PwCDallas, TX

$124,000 - $335,000 / year

Industry/Sector Not Applicable Specialism Customs & International Trade Management Level Senior Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In transfer pricing at PwC, you will focus on providing guidance and support to clients on transfer pricing matters. In this field, you will help businesses establish and maintain appropriate pricing for transactions between related entities, maintaining compliance with tax regulations and minimising the risk of disputes. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Tax Services - Transfer Pricing team you focus on various aspects of duty and trade strategy regulatory planning, dispute resolution, and trade automation, assisting clients with business transformation to advance their business goals. As a Senior Manager, you lead large projects and innovate processes, concentrating on attaining results and maintaining operational excellence. You interact with clients at a senior level, leveraging your influence and knowledge to deliver quality results, while motivating and coaching teams to solve complex problems and develop top-performing, diverse, and inclusive teams. Responsibilities Lead and manage large-scale projects in customs and trade tax Innovate and enhance processes to achieve operational excellence Engage with clients at a senior level to deliver impactful results Utilize knowledge to guide clients in business transformation Motivate and coach teams to tackle complex challenges Develop top-performing, diverse, and inclusive teams Integrate regulatory compliance into business operations Drive strategic planning for duty and trade strategy What You Must Have Bachelor's Degree 6 years of experience Certified Public Accountant (CPA), Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart Master of Business Administration in Business Administration/Management, Economics, Finance, Supply Chain Management, or Data Processing/Analytics/Science preferred Licensed Customs Broker certification preferred Understanding US Customs and Border Protection procedures Analyzing client internal control practices Evaluating client compliance with import control regulations Addressing client needs and building relationships Leading teams and fostering innovation Utilizing automation and digitization in business environments Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

PwC logo
PwCNashville, TN
Industry/Sector Not Applicable Specialism Customs & International Trade Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Customs and Trade team you are expected to lead as a technology-enabled trade advisor, focusing on digitization, automation, and productivity. As a Director you are responsible for setting strategic direction, spearheading business development, and maintaining executive-level client relationships, while mentoring future leaders and fostering a collaborative environment where people and technology thrive. Your role involves defining the strategic direction for the team, leading client engagement initiatives, and adhering to professional standards and firm policies. Responsibilities Define and guide the strategic vision for the Customs and Trade team Lead business development efforts to expand client base and services Cultivate and maintain senior client relationships Mentor and develop future leaders within the team Foster a collaborative environment where technology and people excel Uphold adherence to professional standards and firm policies Drive initiatives for digitization and automation in trade advisory Utilize industry insights to provide advanced solutions to clients What You Must Have Bachelor's Degree 8 years of experience Credentials such as customs broker license, membership in trade associations, or other customs and trade-specific qualifications are advantageous At PwC, our customs and trade team is committed to providing expert advice and strategic guidance to clients on international trade regulations, compliance, and strategy. We help businesses navigate complex customs laws and optimize their trade operations. In the customs and trade domain, your role will involve advising clients on maintaining compliant and efficient trade practices, ensuring adherence to regulations, and minimizing the risk of disputes What Sets You Apart Master's Degree in Economics or Public Administration is preferred In-depth knowledge of trade compliance and customs regulations Proficiency in corporate and international trade research Experience in market analysis and industry research Skills in executing compliance policies and market studies Strategic acumen in handling trade authority audits Ability to build and maintain enduring client relationships Competence in preparing and presenting intricate documents Proven experience in leading teams and crafting a strategic vision Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks ago

Jump Trading logo
Jump TradingChicago, IL
Jump Trading Group is committed to world class research. We empower exceptional talents in Mathematics, Physics, and Computer Science to seek scientific boundaries, push through them, and apply cutting edge research to global financial markets. Our culture is unique. Constant innovation requires fearlessness, creativity, intellectual honesty, and a relentless competitive streak. We believe in winning together and unlocking unique individual talent by incenting collaboration and mutual respect. At Jump, research outcomes drive more than superior risk adjusted returns. We design, develop, and deploy technologies that change our world, fund start-ups across industries, and partner with leading global research organizations and universities to solve problems. Are you passionate about navigating the complex world of international trade compliance? As our International Trade Compliance Manager, you'll be the go-to expert who ensures our global operations run smoothly while meeting all regulatory requirements. This is your opportunity to apply your deep expertise in export controls, working alongside diverse teams to solve complex compliance challenges and enable business success. Your knowledge and guidance will directly impact our ability to compete globally, making you an invaluable partner in our international operations. What You'll Do: Enhance and maintain our export compliance program, implementing best practices and controls Collaborate with cross-functional teams to classify products/technologies and prepare export license applications Serve as the subject matter expert on Export Administration Regulations (EAR), International Traffic in Arms Regulations (ITAR), and international trade regulations, providing clear guidance on complex requirements Conduct compliance assessments and audits, identifying potential issues and recommending solutions Interface with government agencies (Bureau of Industry and Security (BIS), Directorate of Defense Trade Controls (DDTC)) on compliance matters Deliver training and provide ongoing guidance to colleagues on export compliance requirements Support U.S. Outbound Investment Security Program compliance efforts including with due diligence review and, when appropriate, submit notifications Monitor regulatory changes and update internal procedures to ensure continued compliance Additional duties as assigned or needed Skills You'll Need: Bachelor's degree required; Juris Doctor (JD) or Master's in Business/International Trade strongly preferred At least 7 years of export compliance experience with demonstrated expertise in EAR and ITAR Strong track record of working within compliance programs in complex organizations Excellent analytical and communication skills with the ability to explain complex regulations clearly Professional certification (Certified International Trade Compliance Specialist (CITCS) or equivalent) preferred Experience with export compliance software and knowledge of Foreign Trade Zones (FTZs)/Free Trade Agreements (FTAs) is a plus High integrity with proven ability to handle sensitive information with discretion Reliable and predictable availability

Posted 30+ days ago

PwC logo
PwCDallas, TX
Industry/Sector Not Applicable Specialism Customs & International Trade Management Level Director Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Customs and Trade team you are expected to lead as a technology-enabled trade advisor, focusing on digitization, automation, and productivity. As a Director you are responsible for setting strategic direction, spearheading business development, and maintaining executive-level client relationships, while mentoring future leaders and fostering a collaborative environment where people and technology thrive. Your role involves defining the strategic direction for the team, leading client engagement initiatives, and adhering to professional standards and firm policies. Responsibilities Define and guide the strategic vision for the Customs and Trade team Lead business development efforts to expand client base and services Cultivate and maintain senior client relationships Mentor and develop future leaders within the team Foster a collaborative environment where technology and people excel Uphold adherence to professional standards and firm policies Drive initiatives for digitization and automation in trade advisory Utilize industry insights to provide advanced solutions to clients What You Must Have Bachelor's Degree 8 years of experience Credentials such as customs broker license, membership in trade associations, or other customs and trade-specific qualifications are advantageous At PwC, our customs and trade team is committed to providing expert advice and strategic guidance to clients on international trade regulations, compliance, and strategy. We help businesses navigate complex customs laws and optimize their trade operations. In the customs and trade domain, your role will involve advising clients on maintaining compliant and efficient trade practices, ensuring adherence to regulations, and minimizing the risk of disputes What Sets You Apart Master's Degree in Economics or Public Administration is preferred In-depth knowledge of trade compliance and customs regulations Proficiency in corporate and international trade research Experience in market analysis and industry research Skills in executing compliance policies and market studies Strategic acumen in handling trade authority audits Ability to build and maintain enduring client relationships Competence in preparing and presenting intricate documents Proven experience in leading teams and crafting a strategic vision Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks ago

Alo Yoga logo
Alo YogaCommerce, CA

$100,000 - $120,000 / year

Back to jobs Global Trade Compliance Manager Commerce, California, United States Apply WHY JOIN ALO? Mindful movement. It's at the core of why we do what we do at ALO-it's our calling. Because mindful movement in the studio leads to better living. It changes who yogis are off the mat, making their lives and their communities better. That's the real meaning of studio-to-street: taking the consciousness from practice on the mat and putting it into practice in life. OVERVIEW We are seeking a highly skilled and detail-oriented Global Trade Compliance Manager to manage our global trade compliance program. This role is responsible for ensuring that all import and export activities comply with applicable international trade laws and regulations. The ideal candidate will have a strong background in trade compliance, excellent leadership skills, and the ability to work cross-functionally in a dynamic environment. RESPONSIBILITIES Develop, implement, and manage a comprehensive global trade compliance program tailored to e-commerce and international operations. Oversee import/export activities for both traditional and e-commerce channels, ensuring compliance with EU regulations, Canada CBSA, and Asian market requirements. Monitor and interpret regulatory changes in key markets (e.g., EU, UK, Asia, Canada); update internal policies and SOPs accordingly. Conduct internal audits and risk assessments; implement corrective actions to mitigate compliance risks. Provide training and guidance to cross-functional teams, including logistics, customer service, and digital commerce, on trade compliance procedures. Manage relationships with customs authorities, brokers, freight forwarders, and regulatory bodies across multiple regions. Support HTS classification, valuation, documentation, and duty optimization programs including Free Trade Agreements and preferential trade schemes. Respond to inquiries from CBSA, HMRC, EU customs authorities, and Asian regulatory agencies. Lead or participate in special projects involving cross-border e-commerce logistics, digital customs clearance, and international expansion. Assist with Duty Drawback Programs and recovery initiatives, especially for high-volume e-commerce returns. QUALIFICATIONS Bachelor's degree in Business, International Trade, Logistics, or a related field. US Customs Broker License is a plus. Certified Customs Specialist (CCS) or Certified Export Specialist (CES) is a plus. Minimum of 5 years of experience in trade compliance, with at least 2 years focused on e-commerce and international operations. Strong knowledge of U.S. Customs regulations, EU customs codes, Canada CBSA and Asia-Pacific trade laws. Experience managing trade compliance programs for digital commerce platforms and cross-border fulfillment. Familiarity with international shipping platforms, digital customs clearance tools, and e-commerce logistics providers. Excellent organizational, analytical, and problem-solving skills. Strong interpersonal and communication abilities. Proficiency in ACE, Microsoft Office Suite, and trade compliance software. The base salary range for this position is $100,000 - $120,000 per year which represents the current range for the base salary for this exempt position. Please note that actual salaries will vary based on factors including but not limited to location, experience, and performance. As such, on occasion and when applicable, there is the possibility that the final, agreed-upon base salary may be outside of the upper end of the range. Please also note the range listed is just one component of the company's total rewards package for exempt employees. Other rewards may include performance bonuses, long term incentives, a PTO policy, and many other progressive benefits. For CA residents, Job Applicant Privacy Policy HERE. Create a Job Alert Interested in building your career at ALO? Get future opportunities sent straight to your email. Create alert Apply for this job indicates a required field Autofill with MyGreenhouse First Name* Last Name* Preferred First Name Email* Phone Country Phone Resume/CV AttachAttach Dropbox Google Drive Enter manuallyEnter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter AttachAttach Dropbox Google Drive Enter manuallyEnter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Are you legally authorized to work in the United States without employer support or sponsorship? * Select... Will you require sponsorship to work in the United States at any time in the future? * Select... Are you currently based in the greater LA area and are you comfortable working onsite full-time? * Select... Submit application

Posted 30+ days ago

PIMCO logo
PIMCONewport Beach, CA

$43+ / hour

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship- Trade Support Analyst, US Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You'll excel as a Trade Support Analyst Intern if you: Demonstrate advanced Microsoft Excel skills (Excel-based calculations, presenting data in the accurate format, simple macro builds, using Excel functions to analyze data) Have proficiency in at least one of the following: Python, SQL, and/or VBA Show a strong interest in the financial markets, macroeconomics, and investment finance Possess outstanding analytical skills with the ability to function efficiently and problem-solve in a fast paced and time-critical environment Show outstanding communication skills which enable you to operate in a complex financial and mathematical environment Show the following traits: ethical, collaborative, organized, flexible, high energy, self-starter, accountable, humble Have undertaken finance, fixed income, and/or capital markets coursework (recommended but not required) See yourself as a Trade Support Analyst Intern: You'll serve in a dynamic role alongside Associates on the team, providing key support across Portfolio Management and Trading desks. Trade Support Analysts directly support Associates, Traders, and Portfolio Managers. They build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Associate teams across the firm's global offices. On a day-to-day basis, Trade Support Analyst use their mathematical and fixed income training to actively monitor portfolios to assist Portfolio Managers in managing risk and client assets. Trade Support Analysts are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support the Portfolio Management team. You'll develop meaningful partnerships through cross-department training and a collaborative team project. Throughout the course of the summer, you'll be encouraged to showcase an understanding of advanced fixed income concepts and general portfolio management concepts, while operating in an inspiring environment. Responsibilities of the role include: Ensuring investment objectives are reflected across portfolios in scope Monitoring portfolio positions and products versus client guidelines in concert with Compliance team Coordinating with Portfolio Management on re-balancing of portfolios Utilizing proprietary risk systems for monitoring of portfolio exposures Assisting in account transitions and cash flow management Conducting performance and attribution analyses Responding to ad hoc requests from the Portfolio Management team While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th- Friday, August 14th with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open early August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume & unofficial transcript as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit www.pimco.com/careers/students PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 43.26 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Posted 30+ days ago

Brown Brothers Harriman logo
Brown Brothers HarrimanNew York, NY

$75,000 - $85,000 / year

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Trade Finance Senior Specialist The Trade Finance Senior Specialist within the Credit Administration team is a mid-level position with direct responsibility for the processing of Commercial Letters of Credit, Standby Letters of Credit and Bank Guarantees under approved Credit facilities as well as Documentary Collections in support of the firm's business lines. S/he is a subject matter specialist typically dealing with moderately complex issues as they relate to his/her area of focus. Tasks include processing transactions in accordance with ICC Rules and with BBHs Credit and Compliance Policies in mind, authenticating client instructions, data processing, reporting, reconciliation, faxing, e-mailing, filing and communicating with other departments, operations groups, account managers and clients. This position will also contribute to projects. Some of your key responsibilities include: Transaction Processing Process transactions such as Commercial Letters of Credit, Standby Letters of Credit and Bank Guarantees under approved Credit facilities as well as Documentary Collections Manage daily volume. Perform intraday and end of day reconciliation of daily work Help to ensure all deadlines and requirements are being met Client Service Provide superior client service Ensure timely response to internal and external requests Follow up on open inquiries Risk Management Help to Identify and document errors to reduce exposure. Process transactions in accordance with ICC Rules and with BBHs Credit and Compliance Policies Interact with other BBH departments on resolution of issues Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure Other Gain efficiencies to improve individual productivity Contribute to Division or Firm process improvement activities. Assist in the development and production of monthly management reporting Assist team members with day-to-day activities when needed/providing backup Qualifications: BS/BA degree or equivalent work experience. 2+ years of Banking experience, Trade Finance experience preferred Proven Knowledge of one or more product areas within Trade Finance/Financial Services Ability to perform technical responsibilities of the job with a high level of competence Aptitude for thorough and timely research, analysis, and resolution of a problem Ability to communicate professionally though effective verbal and written skills Demonstrates organizational skills and an attention to detail. Ability to multi-task and effectively handle multiple assignments Ability to work in a team environment. Ability to meet deadlines and work under pressure. Proactive self-starter who is goal oriented. This role is based in our New York City location and is a hybrid role, with three days per week in office. Salary Range $75,000 - $85,000 BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Posted 30+ days ago

Bunge LTD logo
Bunge LTDPB, IN
City : Mohali State : Punjab (IN-PB) Country : India (IN) Requisition Number : 42924 Role Purpose Statement Bunge Limited (www.bunge.com, NYSE: BG) is a leading global agribusiness and food company operating in over 40 countries with approximately 35,000 employees. Bunge buys, sells, stores and transports oilseeds and grains to serve customers worldwide; processes oilseeds to make protein meal for animal feed and edible oil products for commercial customers and consumers; produces sugar and ethanol from sugarcane; mills wheat, corn and rice to make ingredients used by food companies; and sells fertilizer in South America. Founded in 1818, the company is headquartered in White Plains, New York. Bunge has implemented a Shared Services Center in Mohali, India to support Global Operations in areas of Finance & Accounting, Trade Operations, Treasury and IT Support and other back office support Services This position is responsible to execute shipments/vessels and ensure flawless execution of commodity trade contracts, which services the Asia Pacific operations for Bunge Group. In addition, there is also responsibility to support Officers in transaction processing & issue resolution. Main Accountabilities Perform vessel screening to ensure compliance as per Bunge Global guidelines- Review of reports, Check availability of vessel charter party agreement, vessel certificates and others Gather information on contracts nominated on the vessel to be executed from the Business Team Update vessel nomination details to Sellers and Buyers (counterparties) Follow-up and get conformation on vessel nomination from counterparties Request the Business Team to nominate surveyors and load port agents for the vessel Monitor loading/discharge operations and coordinate with surveyors and load port agents Send regular updates to Buyers on the vessel status Create contract vessel and parcel in SAP system, and Nominate purchase/sales contracts in SAP system Preparation of Shipping Documents like Bills of Lading, Packing List, Commercia invoice etc. Timely execute & settle purchase/sales contracts in SAP system Provide guidance and inputs to co-workers (Documents team) on documents to be prepared for vessel execution for submission to internal and external stakeholders Receive freight and purchase invoices from sellers and forward it to co-workers (Finance team) for payments processing Key Performance Indicators (KPIs) Reduce the Cash Cycle for trade flows under different value chains . Target minimum 90 % accuracy in Documents Preparation, and Presentation Maintain Documents presentation time line within 10 working days overall average . Major Opportunities and Decisions Highly organized and able to work within required timeliness and applicable KPI's Flexible and adaptive to changing conditions in the business/market environment Strong customer service, communication skills/soft skills Attention to details, process oriented and analytical skills Work well as part of a team to achieve a common objective Effective decision making and problem solving Key Relationships, Stakeholders & Interfaces This is a role that interacts with trading, freight, Origin execution, controlling, accounting, finance desks across the regions Bunge serves. Knowledge and Technical Competencies Good knowledge of concepts and procedures related to shipment of Veg Oils and related terms & guidelines, including expertise in Letters of credit and shipping documents. Knowledge of tanker operations is must. Ability to provide high quality level of customer service to internal & external stakeholders involved in contract execution & settlement Ability to work independently, efficiently and deliver high quality output under time pressure Independent and meticulous with figures Strong written & oral communications skills in English. Knowledge of European languages added advantage. Strong problem solving & organization skills Experience in managing people and processes through a sustained period of change Excellent computer skills and competency in Microsoft Office (Word, PowerPoint, Excel, Outlook) Experience in working with SAP system Education/Experience 6-7 years of work experience in a similar role Relevant experience in handling bulk, break-bulk and container shipments of Agri-commodities, with good knowledge of FOSFA, GAFTA and NAEGA contracts' rules.. Minimum Education Qualification- Graduation. Post-graduation or MBA International Business would be an advantage. Distinct Advantage Experience working in a similar Shared Services Centre setup Experience in processing of high volumes of transactions Experience in workflow tools and document imaging systems Strong customer service, communication skills/soft skills At Bunge (NYSE: BG), our purpose is to connect farmers to consumers to deliver essential food, feed and fuel to the world. As a premier agribusiness solutions provider, our team of ~37,000 dedicated employees partner with farmers across the globe to move agricultural commodities from where they're grown to where they're needed-in faster, smarter, and more efficient ways. We are a world leader in grain origination, storage, distribution, oilseed processing and refining, offering a broad portfolio of plant-based oils, fats, and proteins. We work alongside our customers at both ends of the value chain to deliver quality products and develop tailored, innovative solutions that address evolving consumer needs. With 200+ years of experience and presence in over 50 countries, we are committed to strengthening global food security, advancing sustainability, and helping communities prosper where we operate. Bunge has its registered office in Geneva, Switzerland and its corporate headquarters in St. Louis, Missouri. Learn more at Bunge.com. Every day our people exemplify these values, which represent Bunge at its core: We Are One Team- Collaborative, Respectful, Inclusive We Lead The Way- Agile, Empowered, Innovative We Do What's Right- Safety, Sustainability, With Integrity If this sounds like you, join us! We value and invest in people who believe in our purpose and are excited to live it every day - people who are #ProudtoBeBunge Job Segment: Manager, SAP, ERP, Agribusiness, MBA, Management, Technology, Agriculture

Posted 4 weeks ago

C logo
Conagra Brands, Inc.Omaha, NE

$59,000 - $78,000 / year

Reporting to the Director of IT, you will support the delivery, maintenance, and improvement of business applications within the Sales & Trade IT portfolio. You will take ownership of assigned tasks, investigate issues deeply, and build a strong understanding of both business processes and the technical systems that enable them. This is an entry-level, hands-on role designed for someone eager to learn through meaningful execution experience. Your Impact Investigate and resolve application issues by analyzing data, system behavior, configurations, workflows, and logs. Complete assigned work independently and reliably with appropriate guidance. Manage multiple tasks concurrently while maintaining clear, proactive communication. Perform system administration tasks such as data validation, configuration updates, access management, and integration checks. Execute system integration testing and document system behaviors, troubleshooting steps, root causes, and resolutions. Build expertise in end-to-end business processes and apply it to shaping, validating, and improving technology solutions. Map workflows, data flows, and system interactions with accuracy and precision. Assist in writing user stories, acceptance criteria, and functional specifications. Troubleshoot incidents using SQL, system logs, data analysis, and configuration review. Support system enhancements through testing, data validation, and documentation. Participate in test execution, defect analysis, and release validation activities. Build Power BI reports, dashboards, and data visualizations. Contribute to integration and deployment activities as part of project and release cycles. Participate in Agile practices, breaking down work, estimating tasks, and identifying risks or dependencies. Communicate status, risks, and blockers clearly to IT teammates and business stakeholders. Your Experience Bachelor's degree in Computer Science, MIS, Engineering, Business Analytics, or related field, or equivalent experience. Internship or 1+ years of IT, technical, or application support experience preferred. Proficiency in SQL, including writing joins, filters, and aggregations, and diagnosing data discrepancies. Working knowledge of semantic data modeling concepts, database objects, and dimensional modeling techniques such as star schemas. Familiarity with application systems, data flows, workflow processes, and integration concepts. Exposure to Databricks, Snowflake, SAP BW/HANA, or programming languages (Python, C#, JavaScript, ABAP) is a plus. Strong attention to detail, analytical ability, and problem-solving skills. Clear communication, documentation, and organizational skills. Self-starter who works independently within a matrixed, cross-functional environment. Translate business needs into actionable technical tasks and communicate technical concepts clearly. Manage multiple priorities in a fast-paced environment. Willingness to travel up to 15% annually. Number of Days in Office: 3 #LI-Hybrid #LI-Associate #LI-SG1 Compensation: Pay Range:$59,000-$78,000 The annual salary listed above is the expected offering for this position. An employee's actual annual salary will be based on but not limited to: location, relevant experience/level and skillset, while balancing internal Conagra employees' equity. Conagra Brands will comply with applicable law regarding minimum salaries for exempt employees. Our Benefits: We care about your total well-being and will support you with the following, subject to your location and role: Health: Comprehensive healthcare plans, wellness incentive program, mental wellbeing support and fitness reimbursement Wealth: Great pay, bonus incentive opportunity, matching 401(k) and stock purchase plan Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities Our Company: At Conagra Brands, we have a rich heritage of making great food. We aspire to have the most impactful, energized and inclusive culture in food. As a member of our 18,000+ person team across 40+ locations, you are empowered to reach your potential, make an impact and own your career. We're in the business of building champions - within our people and our iconic brands like Birds Eye , Slim Jim and Reddi-Wip. Our focus on innovation extends beyond making great food, it also reflects our commitment to embracing new solutions that positively impact our team, the communities we serve and the health of our planet. Foodies Welcome. Conagra Brands is an equal opportunity employer and considers qualified applicants for employment without regard to sex, race, color, religion, ethnic or national origin, gender, sexual orientation, gender identity or expression, age, pregnancy, leave status, disability, veteran status, genetic information and/or any other characteristic or status protected by national, federal, state or local law. Reasonable accommodation may be made upon request.

Posted 1 week ago

PwC logo
PwCNew York, NY
Industry/Sector Not Applicable Specialism Customs & International Trade Management Level Senior Associate Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In transfer pricing at PwC, you will focus on providing guidance and support to clients on transfer pricing matters. In this field, you will help businesses establish and maintain appropriate pricing for transactions between related entities, maintaining compliance with tax regulations and minimising the risk of disputes. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others. Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems. Use critical thinking to break down complex concepts. Understand the broader objectives of your project or role and how your work fits into the overall strategy. Develop a deeper understanding of the business context and how it is changing. Use reflection to develop self awareness, enhance strengths and address development areas. Interpret data to inform insights and recommendations. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Customs and Trade Tax team you are set to lead the way as technology-enabled customs and trade advisors who provide benefits through digitization, automation and increased efficiencies. As a Senior Associate you are to analyze complex problems, mentor others, and maintain rigorous standards. You are to focus on building client relationships and developing a deeper understanding of the business context, while navigating increasingly complex situations and growing your personal brand. Responsibilities Lead and contribute to technology-enabled customs and trade advisory projects Utilize digitization and automation to enhance efficiencies Analyze intricate problems and develop solutions Mentor and guide junior team members Build and maintain client relationships Develop a thorough understanding of the business environment Navigate complex situations with professional skepticism Uphold standards and quality in deliverables What You Must Have Bachelor's Degree 2 years of experience What Sets You Apart Juris Doctorate in Business Administration/Management, Economics, Finance, Supply Chain Management, Data Processing/Analytics/Science preferred Customs Brokers License, CPA, Member of the Bar Thorough knowledge of US Customs and Border Protection procedures Knowledge of international trade and US Customs issues Managing engagements and preparing concise, accurate documents Innovating through new and existing technologies Working with large, complex data sets Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 3 weeks ago

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CEF Solutions IncNew York, NY
CEF Solutions Inc. is a Consulting Services and Business Process Outsourcing (BPO) company specializing in BPO Operations, Operations Management, Process Engineering and Innovation, Cost Optimization, and Staffing solutions. We take pride in our expertise in providing specialized staffing services, ensuring that clients in the Customer Service industry have access to top talent that aligns with their operational goals. We service some of the largest multinational companies in the world and are expanding quickly by delivering an unmatched end-to-end client experience. Company website: www.CEF.inc JOB DESCRIPTION: The Stock-Trade Operations Analyst will be responsible for managing various aspects of Stock trade operations, including overseeing trade confirmations, daily stock borrowing submissions, and settlement monitoring of trades. ROLE AND RESPONSIBILITIES: • Stock Trade Confirmation Management - Manage stock trade confirmations by downloading them from the vendor’s platform. - Forward the confirmations to the President for electronic signature. • Stock Borrowing List Submission - Prepare and submit a daily stock borrowing list to the vendor following company guidelines. • Data Organization - Extract information from end-of-day (EOD) reports. - Organize and input data into Excel spreadsheets for further analysis. • Settlement Monitoring - Monitor the status of trade settlements. - Investigate and report any unusual activities. QUALIFICATIONS: • Bilingual in Korean-English. • Bachelor’s Degree in Finance, Economics, Business Administration, or a related field. • 2+ years of experience in stock trading related tasks • Experience in trade operations, securities, or financial services, including trade confirmations, settlements, and order management. • Proficiency in trading platforms and financial software, with advanced skills in MS Excel for data management and analysis. •Strong analytical skills for extracting and organizing data from reports, particularly end-of-day reports. • Effective communication skills for interacting with customers, vendors, and international counterparts. • Understanding of stock borrowing and lending processes, including submission of borrowing lists. • Experience working with international teams, coordinating with counterparts in various locations. • FINRA License preferred with strong knowledge of FINRA rules and regulations. • Experience in a customer service Role, handling trade orders and customer inquiries is preferred OTHER QUALIFICATIONS: • Legally authorized to work in the U.S. without any restrictions • Okay to work 100% on-site in New York City during initial OJT Period (3 Month), and after that, a hybrid option can be negotiated

Posted 30+ days ago

tarte cosmetics logo
tarte cosmeticsNew York, NY

$80,000 - $110,000 / year

Job Title: Global Trade and Compliance Manager Location: New York, NY (hybrid) Department: Global Trade Compliance Reports To: Director of Global Trade Compliance About Us Tarte Inc. is a leading innovator in the cosmetics industry, dedicated to creating high-quality, safe, and ethically produced beauty products. We are committed to excellence in everything we do—from ingredient sourcing to product development and consumer satisfaction. We are seeking a knowledgeable and proactive Global Trade and Compliance Manager to ensure our operations align with regulatory requirements and uphold the highest standards of compliance. The ideal candidate is detail-oriented, collaborative, and skilled at navigating complex regulatory landscapes. Position Summary The Global Trade and Compliance Manager will oversee and optimize Tarte’s global import/export compliance activities. This role ensures adherence to international trade laws, regulatory requirements, and internal controls while driving operational efficiency in cross-border trade. Key Responsibilities · Ensure global adherence to international trade laws, U.S. Customs and Border Protection (CBP) regulations, and import/export laws (e.g. CBP, FDA, CBSA) · Serve as the primary contact for customs brokers, freight forwarders and government agencies (e.g. CBP, FDA, CBSA) · Maintain, update, and manage regulatory documentation and customs records · Assign and oversee Harmonized Tariff Schedule (HTS) classification of goods · Validate country of origin, valuation and product descriptions for customs declarations · Support preparation of accurate and compliance commercial invoices, packing lists, and shipping documentation · Lead internal and external audits, investigations, and risk assessments related to trade compliance · Identify and address potential compliance risks, and implement corrective and preventative actions as needed · Develop, implement, and continuously improve global trade compliance programs, policies, SOPs and training materials · Collaborate with cross-functional teams (e.g. Legal, Logistics, Procurement, etc.) to integrate compliance into daily business operations · Monitor global regulatory changes, assessing and reporting impacts on international trade activities · Deliver training sessions for internal teams and vendors on compliance best practices, classification, and documentation processes. Qualifications · Bachelor’s degree is required; preferred in International Business, Supply Chain, Logistics, or a related field · Licensed Customs Broker certification is required · 5-7 years experience in global trade compliance or import/export operations, or a related field · In-depth knowledge of U.S import/export regulations, international trade agreements and global customs requirements · Hands-on experience with HTS classification, country of origin determination, and trade documentation · Experience with ERP or trade compliance systems preferred · Strong analytical, organizational, and problem solving skills with exceptional attention to detail · Demonstrate ability to lead compliance initiatives and influence stakeholders · Excellent written and oral communication skills · Ability to manage multiple priorities in a fast-paced environment · Skilled at breaking down complicated trade rules and regulations into clear, practical guidance · Highly effective collaborator with a track record of fostering alignment across multiple departments and levels · Advanced proficiency in Microsoft Excel required, including the ability to create and manage complex spreadsheets, utilize formulas, pivot tables, and data analysis tools. Our Perks Salary range: $80,000-$110,000 (Compensation will depend on a variety of factors, including but not limited to skill level, relevant work experience & education) Medical, dental, vision, 401K plan & access to health & wellness programs Paid vacation, holidays, summer Fridays, birthdays off, volunteer time & more Makeup gratis, employee discount on tarte.com, team give back initiatives Friendly, fun, creative & collaborative work environment Tarte is an equal opportunity employer.

Posted 30+ days ago

Knowhirematch logo
KnowhirematchSalt Lake City, UT

$140,000 - $180,000 / year

Sr Manager, Global Trade Compliance Role Overview: Sector Empowered Official (EO) Salt Lake City, UT 140-180K + Signing Bonus + Paid Relocation+ Full Benefits Work Schedule: 9/80 (80 hours worked over 9 out of 14 days, resulting in every other Friday off). This is a critical, high-impact leadership position assuming ultimate responsibility for all Global Trade Compliance policies, processes, and risk mitigation across the Broadband Communications Systems Sector . The Senior Manager, Global Trade Compliance will serve as the sector’s designated Empowered Official (EO) , leading a dedicated team to ensure continuous compliance with all U.S. and international trade regulations to enable seamless, ethical, and secure international business operations within a major defense/aerospace organization. This role requires a proactive, strategic leader who can simultaneously manage a compliance team, serve as the technical expert for USG regulations, and advise senior executive leadership on risk and strategy. Location: Salt Lake City, Utah, United States (Fully On-Site) Direct Reports: Approximately 8 Compliance Professionals Security Clearance: Ability to obtain a US Secret Security Clearance is required. Travel: Approximately 20% domestic travel. Key Responsibilities & Strategic Accountabilities I. Leadership & Team Management Lead, mentor, and manage a high-performing team of approximately 8 Trade Compliance professionals, fostering a culture of regulatory excellence, accountability, and continuous professional development. Serve as the officially designated Empowered Official (EO) , legally authorized to sign export license applications and approvals, while maintaining the independent authority to inquire, verify, and ultimately refuse any transaction deemed non-compliant. Drive the proactive assessment of the Sector's trade compliance posture, ensuring the Internal Compliance Program (ICP) is robust, current, and aligned with corporate risk tolerance. Communicate trade requirements, regulatory changes, and compliance status updates effectively to division leadership and cross-functional executive stakeholders (Legal, Finance, Business Development). II. Compliance Strategy, Risk, & Implementation Develop, implement, and enforce the overarching Trade Compliance strategy, policies, and procedures (ITAR, EAR, OFAC) to enable global business objectives while maintaining zero-tolerance compliance standards . Serve as the Sector’s expert authority on the interpretation of US Government trade laws and regulations, providing timely, actionable advice to Business Development, Program Management, Operations, and Engineering teams on export controls, technology transfers, and the physical movement of defense articles. Coordinate closely with Licensing, Operations & Training, and Customs & Traffic Directorates to ensure the implementation of compliant and business-enabling solutions across the global supply chain. Advise on international sales and capture opportunities , embedding compliance requirements into the earliest stages of contract pursuit and program execution. III. Licensing, Authorization, and Auditing Oversee the preparation, review, submission, and management of all required export authorizations and records, including licenses, Technical Assistance Agreements (TAAs), Manufacturing License Agreements (MLAs), and Commodity Jurisdiction (CJ) determinations. Streamline and optimize critical licensing procedures (including ITAR, EAR, and CJ determinations) to directly support and accelerate program revenue and financial objectives. Lead and oversee all internal compliance investigations and ensure the timely, accurate, and compliant reporting of any potential violations of USG trade laws/regulations to senior management and regulatory agencies. Manage and lead all internal and external trade compliance audits, including government Compliance Assistance Visits (CAVs), providing expert guidance on compliance assessment and remediation plans. Ensure rigorous recordkeeping standards are met for all trade compliance documentation as required by the ITAR and EAR. Requirements Required Qualifications Education: Bachelor's Degree with a minimum of 12 years of related experience , or a Graduate Degree with a minimum of 10 years of related experience. (In lieu of a degree, a minimum of 16 years of related experience is accepted). Regulatory Expertise: Minimum 5 years of extensive, hands-on expertise with the International Traffic in Arms Regulation ( ITAR ) and the Export Administration Regulations ( EAR ). Sanctions Experience: Minimum 5 years of experience with the U.S. trade sanctions program, including the Office of Foreign Assets Control ( OFAC ). Leadership: Minimum 3 years of experience leading and developing a high-performing team (people management). Preferred Additional Skills Proven experience in a Defense contractor or aerospace company environment. Expertise with Category 11 classifications and advanced export control issues. Demonstrated ability to interpret and translate complex USG laws/regulations into practical, company-wide risk management strategies. Proficiency with industry-standard compliance software (e.g., OCR EASE or similar GTC management systems). Familiarity with the Foreign Military Sales (FMS) program and related regulations. Exceptional people leadership skills, a proactive and organized mindset, and the ability to manage competing, shifting priorities in a high-pressure environment. Excellent written and oral communication skills with the ability to influence stakeholders at all levels of the organization.

Posted 30+ days ago

G logo
G MASSMinneapolis, MN
We’re supporting a leading Advisory Firm in hiring a Trade Surveillance Analyst. This role sits within their central Compliance function and focuses on the day-to-day review of trading activity across their client’s markets business. You’ll be responsible for analysing surveillance alerts, identifying potential instances of insider trading or market manipulation and escalating issues to senior compliance officers where appropriate. The environment is fast-paced, detail-driven and suited to someone with strong judgement and a background in markets-focused surveillance. Key Responsibilities Review daily alerts generated by the firm’s trade surveillance platform Assess activity for potential insider trading concerns (e.g., trading ahead of research, watchlist/restricted list breaches) Analyse indicators of potential market manipulation (e.g., spoofing, layering, wash trades, front-running) Clearly document alert disposition and rationale within the case management system Escalate higher-risk or unclear cases to senior compliance stakeholders Maintain a strong understanding of market conduct rules and US market structure Requirements Experience in a trade surveillance or market abuse monitoring role Knowledge of insider trading and/or market manipulation typologies Familiarity with equities or multi-asset trading behaviours Strong analytical skills and attention to detail Effective written communication for documentation and reporting Ability to work onsite 4 days per week in Minneapolis or Jersey City Benefits Initial 6-month contract, with the view to be extended or to be made permanent with the end client. Hourly rate to be discussed.

Posted 30+ days ago

Pella Mid-Atlantic logo
Pella Mid-AtlanticBaltimore, MD
About Pella Mid-Atlantic Pella Mid-Atlantic is the area’s leading distributor of Pella window and door products. Our products are backed with over 100 years of innovation and experience in the industry and are designed to enrich the homes and lives of others. Pella Mid-Atlantic plays a critical role in the sales, installation, scheduling, and servicing of our products in your homes, projects, and buildings including historic and noteworthy sites, and it is a true honor. We are passionate about what we do at Pella Mid-Atlantic, and we’re looking for people who share our passion – from sales to installation to accounting, and everything in between. If you are a motivated, caring, and driven individual looking for a career with a world-class company, come join us. Feel the Pella Passion ! Trade Sales Manager – Job Description The Trade Sales Manager (TSM) is responsible for leading a team of professional sales consultants to effectively build the Pella brand within the trade industry. The TSM achieves group sales goals by coaching and developing team members in relational selling techniques across all active Pella product offerings. This role models market expertise and fosters strong business partner relationships with customers. The TSM grows market share by proactively developing new customer relationships and coaching value-based selling and accuracy skills to meet contribution margin and profitability goals. The ultimate objective is to drive the team’s commitment to achieving 100% “Very Satisfied” customers. The TSM’s primary duty is developing and leading an effective sales team. The TSM is expected to spend over 50% of each workweek in the field with sales consultants, observing and coaching effective sales practices. Key Responsibilities Proactively achieve team sales, profitability, and customer satisfaction goals. Actively grow market share through networking, lead generation, and referral development. Support sales consultants in acquiring new customers and securing initial sales opportunities. Develop consultants’ ability to engage customers using consultative selling techniques, overcome objections, and close sales effectively. Recruit, select, onboard, and retain high-performing sales consultants in partnership with HR. Represent Pella and support consultants at company-sponsored events, professional group presentations, trade association meetings, and builder home shows. Ensure sales consultants maintain a high level of expertise in Pella products and installation guidelines, including accurate field measurements and product applications. Ensure quotes and orders comply with the Trade Selling Process. Drive customer retention and satisfaction by encouraging proactive follow-up and engagement, such as sending personalized thank-you notes. Promote independent decision-making and first-time resolution of client issues; respond to escalated concerns as needed. Evaluate team performance, providing coaching and training to ensure continuous improvement. Leverage customer database tools to help consultants effectively manage client relationships. Foster a cooperative, team-oriented environment that encourages sharing best practices and competitive insights. Collaborate with Service and Operations teams to ensure seamless post-sale service and installations. Partner with Accounts Receivable to address billing or payment issues. Assist the Sales GM in developing marketing tactics, events, budgets, and monthly forecasts. Prepare and deliver presentations to communicate progress to various Pella audiences. Work variable, non-traditional hours, including evenings and weekends, to support sales consultants and customers. Desired Traits The Trade Sales Manager coaches sales consultants to: Engage prospective customers and apply insight-based selling techniques. Deliver exceptional customer service and generate referrals. Build partnerships with complementary businesses serving similar customer bases. Create trust and reliability with both customers and internal teams. Relate effectively to a variety of customers while maintaining professionalism and integrity. Collaborate across teams and thrive in a fast-paced environment. Demonstrate strong problem-solving skills, resilience, and a strong work ethic. Balance confidence with humility and persevere through challenges. Motivate and influence others to drive change and innovation. Seek out internal expertise and apply shared knowledge. Accurately read, interpret, and take off blueprints. Exercise sound independent judgment while keeping leadership informed. Maintain strong attention to detail and follow-through. Be proficient with Microsoft Office, smart devices, and internal software applications. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Physical Demands While performing the duties of this job, the employee is regularly required to drive, stand, walk, use hands to handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to climb, balance, stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds using proper lifting techniques. Vision requirements include close, distance, color, and focused vision. Noise levels vary from low to moderate in office settings and moderate on construction sites. Travel Most travel is local. The employee must be able to drive to showrooms, job sites, customer and contractor locations, and attend company functions as required. Pella Mid-Atlantic performs background checks and drug screens on all candidates. We perform motor vehicle checks on all employees that drive for the company Pella Mid-Atlantic is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status. Powered by JazzHR

Posted 30+ days ago

Context Travel logo
Context TravelPhiladelphia, PA
About Context Travel Context Travel is a global day tour operator that connects intellectually curious travelers with local subject matter experts in over 60 destinations around the world. Our guests often tell us that we are the best part of their trip, and we take great pride in creating unforgettable moments that are treasured for a lifetime. Context is a certified B-Corp and a long-standing company founded in 2003. We have been backed by growth equity since 2017. Role: Director of Sales The Director of Sales will lead Context Travel’s Indirect Sales Channel , overseeing relationships and revenue growth through travel agencies, consortia, OTAs, and other strategic travel partners. This is a key leadership position responsible for meeting sales goals by driving national sales strategies, deepening partner engagement, and leading a high-performing team to expand Context’s brand presence across the global travel trade ecosystem. Key Responsibilities Strategic Leadership Develop and execute Context’s national sales strategy for the indirect channel, including travel agencies, consortia, and strategic partnerships. Build annual sales goals, budgets, and forecasts aligned with overall company growth objectives. Lead relationship development across consortia, agency, and individual advisor levels to maximize engagement and sales performance. Represent Context at key industry events , including agency conferences, consortia gatherings, and major travel trade shows. Collaborate with marketing, operations, and product teams to ensure consistent messaging and strong conversion across all partner channels. Sales Enablement & B2B Marketing Oversee sales enablement strategy and execution via HubSpot, including: Partner broadcast emails and newsletters Targeted 1:1 email sequences Landing pages and partner resources Automated workflows to nurture and convert advisor engagement Partner with marketing to maintain brand alignment and optimize lead generation from B2B sources. Create and manage an annual travel and events calendar , optimizing ROI across trade participation. Team Leadership & Management Manage a talented sales team including: Sales Manager – responsible for key account management and partner growth Sales Enablement Manager – responsible for campaign execution, content creation, and analytics Part-time Sales Coordinator – responsible for administrative support and event logistics Provide leadership, mentorship, and career development for direct reports. Foster a culture of collaboration, accountability, and data-driven decision-making. Qualifications 8+ years of experience in travel industry sales , preferably with a tour operator, DMC, or hotel group. Proven success managing agency, consortia, or OTA partnerships . Strong understanding of B2B marketing tools and CRM systems , ideally HubSpot. Excellent relationship-building skills and established network within the luxury or experiential travel trade . Experience managing a distributed team and collaborating cross-functionally in a remote environment. Strong analytical, organizational, and presentation skills. Willingness to travel regularly for industry events and partner engagement (20–30%). Why Join Context Be part of a mission-driven B-Corp redefining cultural travel experiences. Work with a global team of passionate professionals creating meaningful connections between travelers and experts. Enjoy autonomy, flexibility, and impact , leading a high-visibility channel critical to Context’s next stage of growth. Powered by JazzHR

Posted 30+ days ago

Pella Mid-Atlantic logo
Pella Mid-AtlanticPortland, ME
Do you enjoy networking? Going from the office to a construction site? Selling a product that you know you can stand behind? If so, this position is for you! The Trade Sales Consultant is responsible for building the Pella brand within the trade industry as their premier choice for window and door solutions. Achieve individual sales goals through a relational selling model throughout all active Pella product offerings. Provide well-rounded solutions, market expertise, and partnership by understanding customer needs and developing relationships with builders, contractors, architects, professional remodelers and trade organizations. Proactively originates new customer relationships through networking, referrals and face-to-face meetings. Help customers grow their business and offer a single point of contact for their ongoing needs. Continually strives for 100% “Very Satisfied” customers, growth as measured by market share/net sales and profitability. We are the area’s leading distributor of Pella window and door products. Our products are backed with over 90 years of innovation and experience in the industry and are designed to enrich the homes and lives of others. Pella plays a critical role in the sales, installation, scheduling, and servicing of our products in your homes, projects, and buildings, and it is an honor. We are passionate about what we do at Pella Windows, and we’re looking for people who share our passion – from sales to installation to accounting, and everything in between. If you are a motivated, caring, and driven individual looking for a career with a world-class company, come join us. Feel the Pella Passion ! The Trade Sales Consultant’s (TSC) primary duty is outside sales within their assigned market. The TSC is required to: Spend significant time hunting for new trade customers as well as at customer sites generating account growth with planned quality meetings. Independently set their own work hours. Responsibilities/Accountabilities: Achieving individual sales and customer satisfaction goals and objectives. Networking, lead and referral generation. Actively represent Pella at company sponsored events, professional group’s invitations to discuss and/or present Pella products, trade association meetings and/or builder home shows. Generating sales by acquiring new customers while building loyalty within existing customer relationships. Responding to client concerns and applies independent decision making while striving for first-time resolution on all client problems/issues. Maintaining exceptional level of expertise of products/services relating to Pella’s customers, as well as staying abreast of the competitive landscape. Striving to build strong customer relationships by engaging in a consultative sales approach to recommend the products, total solutions and consistent follow up that satisfy the needs of the customer. Ensuring quotes and orders are accurate following company sales procedure. Educating customers on manufacturer installation guidelines and measuring of openings to ensure accuracy of product ordering and applications. Leveraging other Pella team members/departments to assist with specific product requirements. Thanking clients and encourage a continuing relationship by acting as their central point of contact. Understanding of and adherence to the Trade Selling Process in all aspects of sales related interactions. Collaborating with the Operations teams to ensure successful after sale service requirements and installations. Interacting with Account Receivable department to address any potential billing/payment issues of customer. Strong CRM systems tools capabilities leveraged to managed all customer interactions and proactively communicate to customers. Occasionally working variable, non-traditional hours and making themselves available for customers during evenings and weekends. Skills/Knowledge Able to develop partnerships with other businesses that serve the same customers Provide superb customer service and generate referrals from one customer to others Create a sense of trust and reliability with customers Skilled at relating to a variety of customers- balances poise and integrity with a service mentality Able to negotiate, build value and address objections towards closing a sale Work collaboratively with Pella team members and customers Enjoys working in fast-paced environment with a high sense of urgency Strong problem-solving skills Energized by meeting and engaging new people, skilled networker Demonstrates confidence balanced with humility Tenacious, able to persevere through sales challenges and setbacks Demonstrates a strong work ethic, flexible about hours, responsive to customer needs, willing to be available Excellent influencer- can sell something new, shift paradigms, convey the value proposition Seeks out internal experts and utilizes their knowledge Able to accurately read, interpret and take-off blueprints Adaptable to changing processes and priorities Works well without close supervision but always keeps their manager informed. Focused on details and follow through Proficiency with Microsoft Office and smart devices, and ability to learn internal software programs and applications Pella performs background checks and drug screens on all candidates. We perform motor vehicle checks on all employees that drive for the company Pella is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status. Powered by JazzHR

Posted 30+ days ago

P logo
Pella NorthlandMinneapolis, MN

$50,000 - $100,000 / year

Are you looking for a career where you are empowered to be extraordinary? Do you want the opportunity to be part of a company where employees treat one another like family and do right by their customers every day? Well, you’ve come to the right place. At Pella, care is not a just a word – it’s a legacy. We exist to improve the living experience of our customers and enrich the lives of our team members. Care is what sparks Pella Passion. It’s our mission to be the desired window and door brand by delivering a reliable, responsive and uniquely memorable experience that exceeds our customer’s expectations. If you’re as customer focused as we are, are passionate about selling a product you can confidently put your name on, and if you’re looking for a career, not just another job, this is the place for you. The Trade Sales Team at Pella Northland is focused on delighting customers our customers in their initial interaction with Pella, and making sure that the relationship is fostered into a long term partnership. Our team builds relationships with Builders and Contractors to make Pella their window and door brand of choice and keep them coming back to us for their needs. After all, we don’t just want to be Sales Consultants, we want to be partners in our customers' success! Pella is a great company to work for, but don't just take our word for it! Our Team recently participated in the Gallup Survey and scored us a 4.46/5 for overall satisfaction! Here’s what winning looks like in this role: Relationship-based sales with Builders, Contractors, Architects, Trade organizations and Consumer clients Generate high-volume, profitable sales Drive maximum market penetration Build your book of business by reaching out to prospective clients and explaining the benefits of partnering with Pella Manage and leverage your relationships with existing accounts Strive for 100% "Very Satisfied" customers Represents Pella at company-sponsored events, professional group invitations to discuss and/or present Pella products, trade association meetings, and/or consumer home shows as assigned by manager Read, interpret and take-off blueprints. Effectively use Pella systems to quote, sell, and order products to new construction residential and commercial project customers Promotes and advances the visibility and presence of the entire Pella product line while maintaining a continual awareness of activity or news in the architectural and/or construction-related community Skills needed to win: Prior B2B sales experience highly preferred Passion for developing sales relationships Valid Drivers License and clean driving record Customer Focused Strong Computer Aptitude Positive Energy & Team Work Mentality Desire to excel in a fast-paced environment Results Orientated, Goal Driven & Self Motivated Construction background, industry experience and related sales experience highly preferred Bachelor’s Degree (BA/BS) preferred; or one to two years related experience and/or training, or equivalent combination of education and experience. And by the way, we're not stuffy or corporate around here. Here are some of the perks and benefits at Pella Northland: Competitive compensation, bonus, and commissions plan. Uncapped earning potential! Casual work environment Office from home Opportunities for internal Promotions and Transfers Contagiously positive company culture! Quarterly recognition for going above and beyond Work for a widely recognized company with a great reputation! Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Benefits Salary: $50,000-$100,000 with transfer to commission (6-12 months) Does all of this sound good to you? Make your next move! Apply now. Pella Northland is an Equal Opportunity Employer. Applicants receive consideration without regard to race, color, religion, sex, age, national origin, disability, marital status, sexual orientation, gender identity, veteran status, or any other factor prohibited by law. If hired, you will be asked to produce proof that you have a legal right to work in the United States. Offers are contingent upon Pella Northland's pre-employment compliance, including, but not limited to: a criminal background check and pre-employment drug test. Employment at Pella Northland is “At Will.” This means that, if you accept a job offer that Pella Northland extends to you, both you and Pella Northland will be able to terminate the relationship for any or no reason, at any time. This application is not a contract. Powered by JazzHR

Posted 1 week ago

P logo
Pella NorthlandMinneapolis, MN

$50,000 - $100,000 / year

Are you looking for a career where you are empowered to be extraordinary? Do you want the opportunity to be part of a company where employees treat one another like family and do right by their customers every day? Well, you’ve come to the right place. At Pella, care is not a just a word – it’s a legacy. We exist to improve the living experience of our customers and enrich the lives of our team members. Care is what sparks Pella Passion. It’s our mission to be the desired window and door brand by delivering a reliable, responsive and uniquely memorable experience that exceeds our customer’s expectations. If you’re as customer focused as we are, are passionate about selling a product you can confidently put your name on, and if you’re looking for a career, not just another job, this is the place for you. The Trade Sales Team at Pella Northland is focused on delighting customers our customers in their initial interaction with Pella, and making sure that the relationship is fostered into a long term partnership. Our team builds relationships with Builders and Contractors to make Pella their window and door brand of choice and keep them coming back to us for their needs. After all, we don’t just want to be Sales Consultants, we want to be partners in our customers' success! Pella is a great company to work for, but don't just take our word for it! Our Team recently participated in the Gallup Survey and scored us a 4.46/5 for overall satisfaction! Here’s what winning looks like in this role: Relationship-based sales with Builders, Contractors, Architects, Trade organizations and Consumer clients Generate high-volume, profitable sales Drive maximum market penetration Build your book of business by reaching out to prospective clients and explaining the benefits of partnering with Pella Manage and leverage your relationships with existing accounts Strive for 100% "Very Satisfied" customers Represents Pella at company-sponsored events, professional group invitations to discuss and/or present Pella products, trade association meetings, and/or consumer home shows as assigned by manager Read, interpret and take-off blueprints. Effectively use Pella systems to quote, sell, and order products to new construction residential and commercial project customers Promotes and advances the visibility and presence of the entire Pella product line while maintaining a continual awareness of activity or news in the architectural and/or construction-related community Skills needed to win: Prior B2B sales experience highly preferred Passion for developing sales relationships Valid Drivers License and clean driving record Customer Focused Strong Computer Aptitude Positive Energy & Team Work Mentality Desire to excel in a fast-paced environment Results Orientated, Goal Driven & Self Motivated Construction background, industry experience and related sales experience highly preferred Bachelor’s Degree (BA/BS) preferred; or one to two years related experience and/or training, or equivalent combination of education and experience. And by the way, we're not stuffy or corporate around here. Here are some of the perks and benefits at Pella Northland: Competitive compensation, bonus, and commissions plan. Uncapped earning potential! Casual work environment Office from home Opportunities for internal Promotions and Transfers Contagiously positive company culture! Quarterly recognition for going above and beyond Work for a widely recognized company with a great reputation! Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Benefits Salary: $50,000-$100,000 with transfer to commission (6-12 months) Does all of this sound good to you? Make your next move! Apply now. Pella Northland is an Equal Opportunity Employer. Applicants receive consideration without regard to race, color, religion, sex, age, national origin, disability, marital status, sexual orientation, gender identity, veteran status, or any other factor prohibited by law. If hired, you will be asked to produce proof that you have a legal right to work in the United States. Offers are contingent upon Pella Northland's pre-employment compliance, including, but not limited to: a criminal background check and pre-employment drug test. Employment at Pella Northland is “At Will.” This means that, if you accept a job offer that Pella Northland extends to you, both you and Pella Northland will be able to terminate the relationship for any or no reason, at any time. This application is not a contract. Powered by JazzHR

Posted 1 week ago

Integrity Marketing Group logo

Trade Review Principal

Integrity Marketing GroupUrbandale, IA

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Job Description

The Role

This position will have supervisory responsibility of Brokers International Financial Services, LLC registered representatives and investment advisory representatives. The Trade Review Principal (TRP) will need extensive industry knowledge and operational experience related to suitability and trade review along with time management and organizational skills.

Essential Job Functions, other duties assigned

Provide Principal review and approval of transactions while working within firm's established suitability guidelines and time frames. Provide Principal review and approval on variety of business types: mutual funds, annuities, variable life insurance, 529 plans, financial planning, alternative investments (REITs and DPPs), advisory and brokerage transactions.

Reviewing brokerage and advisory accounts held through our clearing firms to ensure that the account opening process follows all company guidelines.

Conduct ongoing customer account reviews to detect potential sales abuses.

Maintain product knowledge.

Provide education and training to representatives concerning regulatory, corporate and legal requirements, general product offerings, licensing issues as well as internal processes & procedures.

Notifying advisors when a transaction conflicts with a client's investment profile, a company policy, or an industry regulation. Working with advisors to resolve escalated issues surrounding these investments.

Work with the Compliance Department as needed to address regulatory concerns or improper sales practices.

Developing process improvement recommendations to enhance department workflow.

Knowledge, Skills, and Abilities

Must display Core Values

Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes.

Thorough understanding of rules, regulations and legal requirements of the SEC, FINRA, MSRB, AML and state securities regulators.

Product knowledge in variable life, variable annuities, mutual funds, managed accounts, financial planning, and securities.

Strong conceptual skills with an ability to deliver big ideas that drive results

Exceptional written and verbal communication skills

Experience and Education

Experience:

2-4 years of prior financial services experience

Education:

Four year college or university program certificate; or equivalent combination of education and experience.

Licensing:

FINRA Series 7, 24, 65/66 required. Series 4 and 53 required within 6 months. Insurance and securities license(s) in state(s) of operation for life, health, and variable annuity may be required.

Physical Requirements

Office Position

Travel

Up to 10%

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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