Information Security Specialist jobs in United States, Illinois, Chicago

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools

• Monitors, analyzes, and reviews the current market environment and research portfolio recommendations

• Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons

• Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates

• Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns

• Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions

Role Responsibilities

• Analyze and understand Merrill and third party research

• Monitor and respond to market and non-financial current events

• Effectively navigate proprietary planning and investment management tools

• Deliver investment management tools, including but not limited to investment proposal, CRC ,etc.

• Monitor and analyze book pricing internally for FA team

• Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

• Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

• Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

• Research portfolio recommendations for Investment Committee review

• Prepare materials and coordinate weekly Investment Committee meetings

• Proactively review and manage team proprietary models to align with the Investment Committee decisions

• Manage ML One variances/enrollments/updates/withdrawals/terminations

• Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

• Processing of all trades (discretionary or non-discretionary)

• Create analytical reports for FAs to review client investment portfolio performances against market returns

• Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

Role Requirements

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration

• Individuals in this role are required to maintain a Form

• ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

• Obtain and/or maintain at least one firm approved designation

• Possess and demonstrate strong communication skills

• Thorough knowledge and understanding of the suite of Wealth Management products and services

• Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

• Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

• Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

​​Skills:

• Causation Analysis

• Financial Management

• Investment Management

• Trading Strategy

• Trading and Investment Analysis

• Portfolio Analysis

• Portfolio Management

• Price Verification and Valuation

• Trade Monitoring

• Trading

• Client Investments Management

• Client Solutions Advisory

• Financial Analysis

• Financial Forecasting and Modeling

• Wealth Planning

High School Diploma / GED / Secondary School or equivalent

Essential Responsibilities:

• Independently apply security best practices to enhance and optimize systems, ensuring robust protection and efficiency, while beginning to understand and align security solutions with business objectives.
• Partner with peers and internal teams to drive security initiatives, contribute to cross-functional projects, and at times co-lead efforts to strengthen security posture.
• Analyze and resolve security challenges by adapting standard processes and exploring alternative approaches to address complex threats.
• Influence the quality, efficiency, and effectiveness of the team through informed decision-making, with a potential impact on other teams.
• Collaborate with other engineers to gather and incorporate feedback, driving continuous improvements in security processes.

Expected Qualifications:

• 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

What do you need to bring:

A minimal of 5 years of experience working in a cybersecurity related position.

Experience working with cloud-native security tools, AWS and GCP Infrastructure design, operation, and deployment, container and host security

Excellent communication and documentation skills.

Knowledge of Kubernetes, terraform, source code management, infrastructure and application security tools such as CSPM, SAST, DAST, API security, DDOS and WAF

Development experience is a plus.

Preferred certifications:

Cloud Security related certifications (AWS, GCP)

Degree in Computer Science or related field.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Join the fastest growing team where experience meets cutting-edge solutions

• Build and cultivate strong customer relationships, driving business growth within the region.

• Partner with the core sales team to align customer strategies and engagements with Cortex and Cloud business objectives.

• Take full ownership of leading strategic sales campaigns, sales forecasting, utilizing in-depth knowledge of sales cycles from initial contact through procurement.

• Engage in deep technical discussions beyond standard sales presentations and pitches; while translating complex technical cybersecurity solutions into clear business value propositions for customers.

• Collaborate closely with cross-functional teams, including sales engineers, to provide tailored customer-centric solutions.

• Partner with Alliances to develop joint strategies, enhance customer engagement and deliver innovative solutions for existing and prospective clients.

• Travel domestically as needed to meet with customers and attend key business events.

Your Experience

• 3+ years of field sales experience focusing on key customer accounts and delivering value to Enterprise or Major-level accounts in the cybersecurity industry.

• Extensive platform selling experience in complex sales with multiple buying centers.

• Experience selling SIEM, EDR, XDR, SOC and SOAR solutions is highly preferred.

• Established trusted relationships with CIOs and CISOs with the ability to influence and drive strategic conversations

• Expertise in applying complex solution sales methodologies to drive results.

• Experience working with channel partners and a deep understanding of a channel-centric go-to-market strategy.

• Demonstrated ability to thrive in a fast-paced, high-growth startup environment while collaborating effectively with sales engineers and cross-functional teams.

• Experience operating in a continuous adoption, expansion, and upsell sales motion within a matrixed sales organization is preferred

• Willingness to travel domestically as necessary to meet business needs.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $212800 - $292600/yrThe offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.

Responsibilities:

• Addresses issues in production proactively and handles complex client escalations
• Prioritizes and organizes work to increase effectiveness, efficiency, and productivity
• Monitors and reviews documentation requirements
• Resolves peer or customer escalations and inquiries
• Executes on policies and procedures in connection with firm policies and guidelines regarding document management

Skills:

• Adaptability
• Attention to Detail
• Business Operations Management
• Customer and Client Focus
• Policies, Procedures, and Guidelines Management
• Collaboration
• Issue Management
• Organizational Effectiveness
• Prioritization
• Problem Solving
• Confronting Bias

High School Diploma / GED / Secondary School or equivalent

Job Description:

Advises LOB management on risk issues related to information security and recommends actions in support of the bank’s wider risk management and compliance programs.

The successful candidate will:

• Provide advisory and oversight for changes within CBWT environment where related to security leveraging the regional information security consultants and global operational response teams as needed
• Work in collaboration with the Risk teams supporting them in their activities and helping them continue to develop processes and solutions
• Work with the global BISO organization to ensure that GIS requirements and initiatives are communicated, discussed and tracked in an effective, consistent and timely way
• Establish and maintain a network of stakeholders and partners
• Conduct routine liaison and coordination across the risk partners and technology groups to remediate GIS issues showing red or amber on the vulnerability remediation dashboard
• Coordinate and drive remediation of ad hoc GIS issues and assist partners to reach a resolution in line with GIS baselines and standards

Minimum Years of Experience - 5

Required Qualifications:

• Experience within an information security technology operational, engineering or consulting team with good knowledge of the security controls and processes required within systems and networks
• Strong interpersonal skills to be able to communicate, influence and negotiate with senior stakeholders to obtain or leverage necessary resources

Desired Qualifications:

• Bank Operations experience helpful, but not required
• Experience within a technology and financial organization at a mid-level to senior level with good knowledge of Application Security controls and risks.
• Understanding of the concepts of vulnerability management and associated monitoring solutions and practices
• Experience of formal security risk assessment methodologies
• In depth technical level of understanding of Technology Infrastructure operations, showing a strong understanding of relevant subject matters
• Previous experience working within a financial institution
• Ability to initiate own work priorities and manage a portfolio independently
• Good communicator able to deliver difficult messages and resolve issues with stakeholders
• Show ability to work as part of integral team
• Excellent oral and written briefing skills with the ability to produce and present management progress and status reports

Responsibilities:

• Assists business leaders and technology teams by supporting initiatives requiring Global Information Security (GIS) engagement and facilitating problem resolution for cyber security related issues
• Serves as a common risk control partner in order to identify emerging security risks in the portfolio
• Drives adherence to appropriate risk tolerance levels, operating in accordance with defined information security policies to protect against threats to data confidentiality, integrity, and availability
• Promotes awareness of current and emerging cybersecurity threats and advises on potential information security exposure
• Assesses and mitigates cyber security risks related to application, network, infrastructure, and public cloud
• Interprets the information security requirements outlined in policies, standards, and procedures and reinforces requirements through education and awareness
• Supports teammates who serve as “security ambassadors” in order to help partners drive strategic and innovative risk mitigation priorities and navigate the GIS organization

Skills:

• Controls Management
• Cyber Security
• Data Governance
• Information Systems Management
• Risk Management
• Architecture
• Customer and Client Focus
• Executive Presence
• Threat Analysis
• Vendor Management
• Advisory
• Business Acumen
• Business Intelligence
• Cloud Solutions
• Technology System Assessment

Responsibilities:

• Apply quantitative methods to develop capabilities that meet line of business, risk management and regulatory requirements.

• Maintain and continuously enhance capabilities over time to respond to the changing nature of portfolios, economic conditions and emerging risks.

• Understand and execute activities that form the end-to-end model development and use life cycle.

• Clearly document and effectively communicate quantitative methods as part of ongoing engagement with key stakeholders, including the lines of business, risk managers, model validation, technology.

• Responsible for independently conducting quantitative analytics and modeling projects.

• Responsible for developing new models, analytic processes or systems approaches.

• Create documentation for all activities and work with Technology staff in design of any system to run models developed.

• Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, and aggregate the model results to generate comprehensive model outputs.

• Leveraging data analytics and visualization tools Alteryx, Tableau, R, and Jupyter Notebook to build easy access analytical capabilities and insightful reporting for the management.

• Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL and R.

• Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, predictive modeling, linear regressions, and Machine Learning.

• Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders.

• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience:

• Master's degree or equivalent in Finance, Statistic, Mathematics, or related: and

• 2 years of experience in the job offered or a related Quantitative occupation.

• Must include 2 years of experience in each of the following:

• Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, and aggregate the model results to generate comprehensive model outputs;

• Leveraging data analytics and visualization tools Alteryx, Tableau, R, and Jupyter Notebook to build easy access analytical capabilities and insightful reporting for the management;

• Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL and R;

• Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, predictive modeling, linear regressions, and Machine Learning; and,

• Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders.

If interested apply online at or email your resume to and reference the job title of the role and requisition number.

This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.

Responsibilities:

• Addresses issues in production proactively and handles complex client escalations
• Prioritizes and organizes work to increase effectiveness, efficiency, and productivity
• Monitors and reviews documentation requirements
• Resolves peer or customer escalations and inquiries
• Executes on policies and procedures in connection with firm policies and guidelines regarding document management

Required qualifications:

• Minimum 6 months of data entry experience in a bank setting.
• 10-key by touch skills.
• At least 6 months of Lockbox experience.
• Required to meet established production and quality standards after training period.
• Be attentive to detail with focus on accuracy and efficiency.

Skills:

• Adaptability
• Attention to Detail
• Business Operations Management
• Customer and Client Focus
• Policies, Procedures, and Guidelines Management
• Collaboration
• Issue Management
• Organizational Effectiveness
• Prioritization
• Problem Solving
• Confronting Bias

High School Diploma / GED / Secondary School or equivalent