Solutions Consultant jobs in United States, California, Santa Clarita

Job Description:

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses

Skills:

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Monday-Friday Open availability required + some Saturdays

1st shift (United States of America)

Job Description:

Job Description:
This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
• Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Responds to client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience

Required Qualifications:

• Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of:
  • Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year
• Knowledge of credit and home lending requirements
• Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
• Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
• Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Strong written and verbal communications skills.
• Ability to handle ambiguity and adapt to changing circumstances.
• Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
• Can be flexible to work weekends and/or extended hours as needed.
• A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
• Ability to learn and understand technology.
• Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies.

Desired Qualifications:

• Experience working in a financial center where goals were met or exceeded.
• Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
• Knowledge of banking products and services.
• Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
• Experience in a loan origination role in a retail environment and knowledge of
• Mortgage Products (Conventional, Jumbo and HELOC, Government)
• Structuring, Processing, underwriting and closing procedures
• Federal regulations governing real estate lending
• FHA and HUD guidelines
• Other Lending Products (Credit Card, Vehicle Loans)
• Strong computer skills including MS applications and previous experience utilizing laptop technology.

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Job Description:

The Applied Machine Learning group is responsible for innovation and development of end-to-end AI solutions, technology proof of concepts, and IP development of current and future ML workloads for Intel architecture and silicon serving consumer and corporate business requirements.

In this position, you will be responsible for research, modeling, prototyping, productizing of ML techniques, generating data insights and optimizations for Intel platforms.

Responsibilities include but are not limited to:

• Builds machine learning based products/solutions, which provide descriptive, diagnostic, predictive, or prescriptive models based on data.
• Uses or develops machine learning algorithms, such as supervised and unsupervised learning, deep learning, reinforcement learning, generative AI, large language model and others, to solve applied problems in various disciplines such as Data Analytics, Computer Vision, Natural Language Processing, Recommendation System, Graph Neural Network, Robotics, etc.
• Interacts with users to define requirements for breakthrough product/solutions.
• In either research environments or specific product environments, utilizes current programming methodologies to translate machine learning models and data processing methods into software.
• Completes programming, testing, debugging, documentation and/or deployment of the solution/products.
• Engineers big data computing frameworks, data modeling and other relevant software tools.
• You will play a key technical role for end-2-end machine learning and deep learning platform development based on various frameworks and hardware (such as CPU, GPU, accelerators).
• You will also be responsible for developing AI ML solutions and methodologies to bring the best performance, accuracy, efficiency, and ease-of-use to customers by working with internal and external partners.

The job scope may include but not limited to:

• End-2-end ML and DL platform component innovation and feature development in data ingestion, feature engineering, distributed training via data and model parallelization, hyper-parameter optimization, neural architecture search, model compression, quantization, distillation, and model serving.
• Algorithm and model development of advanced technologies in computer vision, natural language processing, large language model, recommendation, graph analytics, reinforcement learning, and other domains.
• Machine learning framework and workload performance profiling, optimization, insights generation for benchmark such as MLPerf as well as real-world customer use cases.
• Software and tools development in python, C++, and other languages as required.

Behavioral traits that we are looking for:

• Excellent communication skills.
• Willing to clearly communicate technical details and concept.

Qualifications:

Minimum qualifications,you must possess the below minimum qualifications to be initially considered for this position:

• Master´s degree with 4+ years or Ph.D. with 2+ years of experience in: Computer Engineering, Computer Science, Data Science, Software Engineering, Electronic Engineering, Physics, Mathematics, Aerospace engineering, applied mathematics, mechanical engineering, or related STEM disciplines

4+years of the following technical skills:

• Experience in deep learning frameworks such as PyTorch, TensorFlow, working on CPU / GPU / AI accelerators for ML/DL.
• Experience in GenAI frameworks such as transformers, PEFT, diffusers, TGI, TEI, vLLM or SGLang for both training finetuning and inference serving.
• Working with Performance optimization / tuning.
• Experience in computer vision, recommendation, natural language processing, or reinforcement learning.

Preferred qualificationsare in addition to the minimum requirements and are considered a plus factor in identifying top candidates:

• Proven track record of a leadership role in machine learning, deep learning research and applications demonstrated by patents, publications, product delivery, or other means.
• Experience on performance optimization for PyTorch framework, MLPerf benchmark and other SOTA workload.
• Distributed training, DeepSpeed, Torch DDP and FSDP, Ray SGD.
• Inference optimization such as quantization, sparsity, distillation.GenAI end-2-end workflow development and deployment for model serving, RAG and agent system.

Experienced HireShift 1 (United States of America)US, California, Santa Clara
Position of Trust

Weoffer a total compensation package that ranks among the best in the industry. It consists of competitive pay, stock, bonuses, as well as, benefit programs which include health, retirement, and vacation. Find more information about all of our Amazing Benefits here:

Annual Salary Range for jobs which could be performed in the US:

This role will require an on-site presence. * Job posting details (such as work model, location or time type) are subject to change.

Key Responsibilities

• 
  Partner with product management and engineering teams to interpret product definitions and translate them into actionable, system-level requirements.
• Security Architecture
  Define and document system-level security requirements, ensuring alignment with industry standards and best practices.
• Power Control Design
  Design and specify power control architectures, optimizing for efficiency and
  reliability across various operating conditions.
• Interconnect Architecture
  Design robust interconnect frameworks to enable seamless communication and data flow across system components.
• System Specification Development
  Produce detailed architectural documentation, including block diagrams, interface definitions, and functional descriptions.
• Technical Leadership
  Lead architectural reviews and provide expert guidance to development teams throughout the product lifecycle.
• Technology Evaluation
  Assess emerging technologies and recommend solutions to enhance system performance, security, and energy efficiency.
• Risk Management
  Participate in system-level risk assessments and contribute to mitigation strategies.
• Mentorship
  Mentor junior engineers and architects, fostering a culture of innovation and technical excellence.

Minimum Qualifications

• Bachelor’s degree in Electrical Engineering, Computer Science, or a related field with 12+ years of experience
• 5+ years of experience in AI, machine learning, next-generation technology development, and system architecture.
• Proven track record as a System Architect or in a similar leadership role, with successful delivery of architectural specifications and technology solutions.
• Extensive experience leading engineering teams, set strategic goals, drive execution, and deliver measurable outcomes.

Preferred Qualifications

• Strong capability in developing long-term technical strategies and guiding scalable AI and system architecture development.

Experienced HireShift 1 (United States of America)US, California, Santa Clara
Position of TrustThis role is a Position of Trust. Should you accept this position, you must consent to and pass an extended Background Investigation, which includes (subject to country law), extended education, SEC sanctions, and additional criminal and civil checks. For internals, this investigation may or may not be completed prior to starting the position. For additional questions, please contact your Recruiter.

Weoffer a total compensation package that ranks among the best in the industry. It consists of competitive pay, stock, bonuses, as well as, benefit programs which include health, retirement, and vacation. Find more information about all of our Amazing Benefits here:

Annual Salary Range for jobs which could be performed in the US:

This role will require an on-site presence. * Job posting details (such as work model, location or time type) are subject to change.