

Share
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
1st shift (United States of America)These jobs might be a good fit

Share
You will help our clients evaluate and enhance their business. You will be part of our account centric growth strategy focusing on issue-based and competency-driven client needs. That's what differentiates EY in the consulting marketplace.
Your key responsibilities
Everything you will be involved in comes down to providing excellent customer service and helping ensure your teams do the same. Whether it is; managing multiple client teams, leading IT internal audit engagements, external audit integration, or SOC reporting as well as assisting with business development activities across financial services’ sectors, you will build strong relations ships and become a trusted advisor to your clients.
Skills and attributes for success
To qualify for the role you must have
Ideally, you’ll also have
What we look for
We’re interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you’ll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you’re serious about auditing and ready to take on some of our clients’ most complex issues, this role is for you.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
These jobs might be a good fit

Share
Tax - Tax Technology and Transformation – Finance Transformation - Senior
Join our dynamic team as a Senior and be at the forefront of finance and tax thought leadership and innovation. In this role, you will co-create strategies that empower client leaders to drive long-term business value and achieve success in their tax functions. Your expertise will be pivotal in designing future-proof operating models that meet rigorous reporting, regulatory, and control standards, all while leveraging cutting-edge technologies. You will craft compelling cases for change, encompassing both financial and non-financial factors, and lead the execution of comprehensive finance and tax transformation programs.
Your key responsibilities
As a Senior in FT, you will play a critical role in leading and delivering innovative business processes and solutions. You will work individually and lead teams to create strategic solutions to navigate through complex challenges and learning opportunities. Your responsibilities will include:
Skills and attributes for success
To qualify for the role, you must have
Ideally, you will also have
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
These jobs might be a good fit

Share
Assurance, Technology Risk (Manager) (Multiple Positions) (1650357), Ernst & Young U.S. LLP, Chicago, IL.
Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.
MINIMUM REQUIREMENTS:
Must have a Bachelor’s degree in Business, Management, Engineering, Mathematics, Accounting, Finance, International Relations or a related field and 5 years of progressive, post-baccalaureate related experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry.
Alternatively, will accept a Master’s degree in Business, Management, Engineering, Mathematics, Accounting, Finance, International Relations or a related field and 4 years of related experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry.
Must have 3 years of work experience applying relevant IT audit skills in audit engagements as a Financial Audit IT integration leader on own engagement.
Must have 3 years of experience in a supervisory/managerial capacity focused on financial audit IT in public company audits.
Must have 3 years of experience supervising audit professionals performing the IT portion of the audit (IT general controls, ERP, application knowledge, system implementation, audit knowledge, and similar).
Must have 3 years of experience supervising the integration with the financial audit team on application controls, IPE, and IT dependent manual controls.
Must be eligible to obtain CPA, CA, CISA, CIPP, CGEIT, CIA, CISSP, CISM, CIPT, CRISC, CMA and/or relevant certification within one year of hire.
Employer will accept any suitable combination of education, training or experience.
What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is $150,510.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".
These jobs might be a good fit

Share
Position description:
This is an ideal opportunity for someone with an accounting degree and a few years of relevant work experience who wants to continue their career working with new technologies, innovative companies and gain more exposure to the business and financial side of an organization. If you are inquisitive and expressive, you will find this position both stimulating and rewarding.
As a BTI Finance specialist, you will:
Qualifications:
What we offer
We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you to decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:
The salary range for this job in British Columbia for a Tax Staff is $50,000 to $79,000 and for a Senior Tax Staff is $65,500 to $108,000. Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and work location city.
These jobs might be a good fit

Share
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.
These jobs might be a good fit

Share
Assurance - Technology Risk (Senior) (Multiple Positions) (1658380), Ernst & Young U.S. LLP, Chicago, IL.
Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.
MINIMUM REQUIREMENTS:
Must have a Bachelor’s degree in Business, Management, Engineering, Mathematics, Accounting, Finance, International Relations or a related field and 2 years of related experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry.
Of the required experience, must have 1 year of experience in a supervisory capacity focused on financial audit IT in public company audits.Must have 1 year of experience supervising audit professionals performing the IT portion of the audit (IT general controls, ERP, application knowledge, system implementation, audit knowledge, and similar).
Employer will accept any suitable combination of education, training or experience.
What we offer
We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary for this job is $91,957.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
•: You’ll develop the mindset and skills to navigate whatever comes next.
•: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
•: We’ll give you the insights, coaching and confidence to be the leader the world needs.
•: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".
These jobs might be a good fit

Share
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
1st shift (United States of America)These jobs might be a good fit