Financial Analyst jobs in United States, Massachusetts, Boston
EY CBS - Brand Market Com Dig Cont Analyst United States, Massachusetts, Boston
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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, Marketing, Communications, English, Journalism, Digital Media, or a related field with 7 years of progressive, post-baccalaureate related work experience. Alternatively, will accept a Master’s degree in Business, Marketing, Communications, English, Journalism, Digital Media, or a related field with at least 6 years of related work experience.
Must have 5 years of experience in combination of consulting and/or editing experience in digital media.
Of the required experience, must have 5 years of experience in combination of working at a multinational corporation or a media company.
Must have 3 years of experience in digital content design, including Adobe Experience Manager.
Must have 6 years of experience in editing, optimizing and managing digital media projects.
Must have 3 years of experience in working with website or social media platform content management.
Must have 5 years of experience preparing written or verbal materials, leading a team, and providing formal feedback.
Must have 3 years of experience supervising and reviewing content and design created by page builders and editors.
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 141,580.00 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".
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EY Tax Senior - Financial Services Organization United States, Massachusetts, Boston
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Tax – Indirect Tax Credits & Incentives – Financial Services Organization – Senior
As a Tax Senior, you’ll see firsthand the financial services industry by being immersed in credits and incentives projects through a diverse set of experiences in serving our clients.
Your key responsibilities
It’s fair to say there’s no average day for a Credits and Incentives Tax Senior – so you’re likely to spend your time on a diverse array of projects, responsibilities and tasks. Whatever you’re working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. Duties include:
- Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights
- Identifying potential opportunities and risks and communicating these to our clients
- Learning and researching current market trends, to maintain your credibility as a trusted advisor
- Developing clear, intelligent plans and approaches to improve our clients’ tax activities
- Researching our clients’ business operations and building long-lasting relationships to tailor your advice to their specific needs
- Working with a motivated team of professionals
- Understanding of the economic development environment, programs and incentives process
To qualify for the role, you must have
- A bachelor’s degree in Accounting, Finance, Business or a related discipline
- A CPA, licensed Attorney or a certified member of the Institute for Professionals in Taxation or progress to achieving one of the credentials
- A minimum of 3 years of related experience
- Professional knowledge in a broad range of state and local Credits and Incentives tax processes, concepts and tools
- A proven record of excellence in a professional services, economic development or tax organization
- Technical writing and research experience in a tax context
- The ability to prioritize when working on multiple complex projects
- Strong influencing skills, and the confidence to question existing processes
Ideally, you will also have
- A proven record in a professional services environment or in-house experience in the financial services industry
- Experience and proficiency with Microsoft Office products
- Experience in coaching and mentoring junior colleagues
- Ability to adapt your work style to work with both internal and client team members
What we look for
We are interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You’ll need strong software skills and the ability to handle complex data from multiple sources. If you’re ready to further build on your reputation as a professional advisor, 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 .
- 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 range for this job in all geographic locations in the US is $81,700 to $135,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,100 to $153,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.
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Bank Of America Financial Solutions Advisor Registration Candidate - Boston ... United States, Massachusetts, Boston
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Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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 your position requires SAFE Act registration, you will be 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 your immediate termination.
We’ll help you
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule:Monday – Fridays and rotating Saturdays
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Bank Of America Identity Access Management IAM Process Analyst Engineer United States, Massachusetts, Boston
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LOB Summary:
Global Information Security (GIS) is responsible for protecting bank information systems, confidential and proprietary data, and customer information. GIS develops the bank’s Information Security strategy and policy, manages the Information Security program, identifies, and addresses vulnerabilities and operates global security operations centers that monitor, detect, and respond to cybersecurity incidents. Within GIS, Identity and Access Management (IAM) is a security discipline that enables the right individuals to access the right resources at the right times and in the right context. IAM addresses the mission-critical need to ensure appropriate access to the resources across increasingly heterogeneous technology environments, and to meet increasingly rigorous compliance requirements.
Role Description:
This role will be responsible for designing and implementing modernized processes that optimize Identity and Access Management workflows and cross-functional integration with systems that are deeply interconnected with identity management (i.e. HR, IT, Security). The ideal candidate will possess strong organizational, leadership, and communication skills, with the ability to engage senior leaders and teams across the enterprise. In this role, you will partner with stakeholders in Global Information Security (GIS) and the bank to drive end-to-end identity processes aligned with strategic organizational goals. You will ensure transparency in work activities, alignment with business and technology strategies, and establish governance structures for effective delivery oversight.
Responsibilities include leading end-to-end process reviews with the Identity and Access Management and upstream/downstream teams to identify process gaps and risks. Using data-driven analysis, you will recommend strategic improvements with measurable outcomes. You will also provide thought leadership with respect to identifying inefficiencies, document current and future state processes, and develop user guides and metrics to translate identity insights into to optimal user experience while meeting the bank’s security standards.
Designs, develops, tests, implements, and integrates Identity and Access Management (IAM) processes that support operational transformation of systems and solutions.
Define, document, and build detailed workflows, SOP’s, and documentation that enable automation and scalability.
Establish sustainable long-term plans with clear, proactive, and measurable targets.
Serve as a liaison between Identity and Access Management, Human Resources, aligned IT teams, Compliance, and Operations teams to ensure alignment
Develop processes that incorporate input from senior leadership, stakeholders, and partners to ensure alignment of priorities and actions.
Maintain and enhance strategic planning materials, including deep dives and book of work documentation.
Continuously seek innovative solutions, challenge the status quo, and drive process improvements using data analysis and process modeling techniques.
Identify process gaps and risks and collaborate with partners to develop mitigation plans.
Monitor process performance using metrics and drive continuous improvement initiatives.
Ensure compliance with internal policies and external regulations through robust process design.
Act as a subject matter expert in process engineering and identity system integration.
Champion a culture of continuous improvement by applying Lean and Six Sigma methodologies.
Communicate strategic improvement ideas and lead initiatives aligned with business priorities.
Deliver effective process standardization with a human-centered approach, enabling technology teams to implement optimized solutions.
Organize and communicate information clearly to keep cross-functional stakeholders aligned and informed.
Required Qualifications:
5+ years of experience in process analysis and engineering, business architecture, or identity/access management
Strong understanding of IAM platforms (e.g., Okta, SailPoint, Active Directory, etc.)
Experience integrating identity systems with HR platforms (e.g., Workday, SAP)
Knowledge of regulatory requirements and risk management practices
Formal training/certification in Lean, Six Sigma and/or other process quality methodologies
Experience using Visio or other Business Process Mapping Notation (BPMN) tools
Excellent analytical, communication, and cross-functional collaboration skills.
Desired Qualifications:
Passion for continuous improvement by using your experience and expertise to improve existing processes
Ability to utilize logic & reason to navigate complex problem solving
Ability to navigate complex security technology environments
Experience in financial services or highly regulated industries
Familiarity with cloud-based identity solutions and zero trust architectures
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Bank Of America Financial Center Manager - Boston District United States, Massachusetts, Boston
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Job Description:
Job Description:
This job is responsible for managing a financial center and its employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
Responsibilities:
• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
• Breaks down barriers to create a more inclusive environment that supports company D&I goals
• Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations
• Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success
• Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization
• Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance
• Efficiently allocates and manages resources across the organization to drive short and long term profitability
• Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs
• Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage4
Required Qualifications:
• 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages your time and capacity.
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
• Can interpret performance results, find opportunities to drive success and hold others accountable to results.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• 1+ years management experience including hiring, coaching, and developing direct reports
• Experience in financial services and knowledge of financial services industry, products and solutions.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
• Bilingual skills.
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
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Bank Of America Identity Access Management IAM Analyst Mainframe / RACF exp ... United States, Massachusetts, Boston
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Job Summary:
Global Information Security (GIS) is responsible for protecting bank information systems, confidential and proprietary data, and customer information. GIS develops the bank’s Information Security strategy and policy, manages the Information Security program, identifies and addresses vulnerabilities and operates a global security operations center that monitors, detects and responds to cybersecurity incidents. Within GIS, Identity and Access Management (IAM) is a security discipline that enables the right individuals to access the right resources at the right times and in the right context. IAM addresses the mission-critical need to ensure appropriate access to the resources across increasingly heterogeneous technology environments, and to meet increasingly rigorous compliance requirements.
What you can expect in Identity & Access Management:
In today’s highly connected world, managing and securing the identity of users is essential to the safety and success of our workforce. The Identity & Access Management (IAM) team works within Global Information Services (GIS) and in close participation with all other LOB teams as well as second and third line of defense partners. This role is highly visible and requires frequent interaction with senior management and key stakeholders.
Role Description:
Administer and maintain RACF security profiles for users, groups, datasets and general resources
Implement, review, and update RACF rules to align with security policies and compliance requirements
Analyze and troubleshoot RACF related security incidents and access issues
Provide RACF support during Mainframe upgrades, migrations and disaster recovery tests
Provide 24/7 on-call support for RACF related issues
Develop and maintain RACF process and procedural documentation
Work closely with internal/external audit and compliance to ensure adherence to IAM standards.
Required Qualifications:
3+ years of experience with IAM
3+ years of experience with Mainframe security administration (RACF)
Strong knowledge of z/OS mainframe environment, TSO/ISPF, JCL and security related exits
Excellent analytical, troubleshoot, and problem solving skills
Excellent communication skills
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Bank Of America Financial Solutions Registration Candidate United States, Massachusetts, Boston
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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
:
• Monday – Fridays and rotating Saturdays
:
- 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.
:
- 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.
- Bi-Lingual Mandarin Preferred
:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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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, Marketing, Communications, English, Journalism, Digital Media, or a related field with 7 years of progressive, post-baccalaureate related work experience. Alternatively, will accept a Master’s degree in Business, Marketing, Communications, English, Journalism, Digital Media, or a related field with at least 6 years of related work experience.
Must have 5 years of experience in combination of consulting and/or editing experience in digital media.
Of the required experience, must have 5 years of experience in combination of working at a multinational corporation or a media company.
Must have 3 years of experience in digital content design, including Adobe Experience Manager.
Must have 6 years of experience in editing, optimizing and managing digital media projects.
Must have 3 years of experience in working with website or social media platform content management.
Must have 5 years of experience preparing written or verbal materials, leading a team, and providing formal feedback.
Must have 3 years of experience supervising and reviewing content and design created by page builders and editors.
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 141,580.00 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
