Associate Consultant jobs

Job Description:

Job Description:
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries.

The Chief Financial Officer (CFO) Group

Responsibilities:

• Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies
• Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type
• Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities
• Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions
• Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses
• Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank
• Oversight on the official daily P&L explain, P&L substantiation to market events, significant transaction review and its provision for VaR backtesting and other downstream

• Monthly Independent Price verification on both Derivatives and securities positions. Have a basic understanding and knowledge of financial models,
• Calculation of the Valuation adjustment – Validation of appropriate application and use of models for books & records.
• Maintaining/updating valuation adjustment & IPV Desk Level Procedures (DLP)
• Preparation monthly & quarterly revenue and balance sheet commentary to senior managers and regulators
• Regulatory capital disclosures, Price Testing, Sector analysis, Stress Test and Forecasting.
• Volcker/Capital related validation activities such as Volcker balance sheet review, validation of Volcker and Capital attributes for books to ensure compliance with enterprise guidelines
• Partner with Trading Desk, Trade Support, Operations, ECM and other partners on business support including new product review, accounting assessment, issue resolution
• Coordination of the monthly close process and quarterly financial reporting requirements
• Working on initiatives to simplify/automate manual processes

Required Qualifications:

• 5+ years hands on experience in Product Control or Finance group
• BS/BA Degree required (Finance, Accounting preferred)
• Global Markets experience
• Global Rates market knowledge – familiarity with a broad range of asset classes
• Derivatives product and valuation knowledge – consisting of technical expertise of models used to reprice complex transactions
• Advanced experience skills with Excel and complex spreadsheets
• Control focused, analytical, team oriented, comfortable with complex products
• Excellent organizational, communication, and relationship management skill
• Proven analytical skills including data reconciliation and interpretation.
• Ability to identify and deliver process improvements.
• Good business partnering skills

Desired Qualifications:

• Fixed income or derivative experience
• Inquisitive, willing to challenge the status quo and strive to improve processes

Skills:

• Analytical Thinking
• Attention to Detail
• Financial Accounting
• Financial Management
• Reporting
• Business Analytics
• Data Quality Management
• Financial Processing
• Price Verification and Valuation
• Scenario Planning and Analysis
• Business Acumen
• Critical Thinking
• Influence
• Prioritization
• Problem Solving

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

Your Career

As the, you will be the, including full-time employees and/or assigned personnel. You will be responsible for driving leadership over the professional services business and providing strategic and operational oversight to the Senior Managers and regional delivery leaders who report to this role. You will be instrumental in defining thenecessary to scale technical services delivery across key U.S. Federal, State, and Local accounts. This role is highly integrated with the Service Sales, Product Sales, and other Support teams, focusing on building strong, trusted customer relationships and ensuring successful outcomes.

Your Impact

• Set the strategic vision and direction for all post-sales technical service delivery in the US Public Sector, ensuring consistent and high-quality execution for Palo Alto Networks’ NetSec Products.

• Act as the single point of accountability for technical services, interfacing with GCS, Sales, Product, Engineering, and Partner teams to ensure alignment and delivery of business outcomes.

• Serve as the Executive Sponsor for strategic US Public Sector accounts, engaging with executive-level customer stakeholders (e.g., CIOs, CISOs) to provide value reviews and resolve high-stakes escalated issues.

• Build and develop a high-performing team of technical professionals through hiring the best talent in the industry, mentoring/coaching, and performance management in line with the defined capability requirements for the team.

• Drive and achieve the following business and operational objectives:

  • Maintain consistently high utilization of PS consultants through optimal planning and backlog management.

  • Design and maintain the best resource mix across FTEs and contractors, maximizing quality and agility.

  • Reduce Time to Value (TTV) by accelerating deployment and adoption timelines.

  • Contribute to Service Sales Growth by enabling scalable, value-driven technical offerings.

  • Achieve global target service margin ratios through delivery efficiency and cost control.

  • Build and sustain strong, strategic relationships with subcontractors and delivery partners.

  • Ensure high levels of customer satisfaction (CSAT) through proactive support and continuous improvement.

• Drive continuous improvement across the delivery of Netsec Professional Services and Customer Success Engineering, through the use of Automation and AI to drive efficiency, quality, and scale.

• Standardize and continuously optimize the NetSec operating rhythm and delivery practices to improve service health.

• Represent US Public Sector region at a global level, sharing customer insights, local challenges, and opportunities for regional impact.

• A significant portion of your impact is external: collaborating with the sales leadership team, product, portfolio, and support teams, where you will act as the Professional Services liaison to enable client success. You will build strong customer relationships and be the point of contact for successfully handling customer escalations to maintain high customer satisfaction.

Your Experience

• 10+ years of experience in technical services, professional services, customer success, support or related functions within a high-growth SaaS/cloud enterprise environment.
• 5+ years of experience in a leadership role managing regional teams, including direct and matrixed reporting lines.
• Demonstrated success in managing performance against KPIs related to deployment, adoption, margin, utilization, and CSAT.
• Strong foundational understanding of Internet security concepts and products, with a demonstrated knowledge of NGFW and SASE (Secure Access Service Edge) architecture and its components.
• Demonstrated experience running a profitable Professional Services or Customer Success business , including achieving revenue/margin targets, managing backlog, health and optimizing project closure rates.

• Skilled in key business systems, including:

  • Experience with Professional Services Automation (PSA) tools (e.g., Clarizen, Certina, Kantata) for tracking metrics like utilization, time-off, and backlog.
  • Experience with Sales Management tools (e.g., Salesforce) for revenue forecasting and pipeline review.
  • Experience with Business Intelligence (BI) tools (e.g., Tableau) for reporting on key operational metrics.
• Demonstrated ability to manage critical customer escalations effectively and ensure prompt resolution for high-profile clients.
• Excellent written and verbal communication skills with the ability to clearly articulate complex technical knowledge to non-technical individuals and leadership.
• Undergraduate degree in a related field (CS, IS, EE, CE, IT, etc.) or commensurate experience.
• US Government DoD Active Top Secret Clearance or higher.
• Relevant industry certifications such as CISSP and/or PMP are highly desirable.
• Background in cybersecurity or enterprise IT preferred.
• Ability to travel up to 25%+ domestically to customer sites and internal business meetings.

As threats and technology evolve, we stay in step to accomplish our mission. You’ll be involved in implementing new products, transitioning from old products to new, and fixing integrations and critical issues as they are raised. But you won’t wait for them to be raised, you’ll seek them out, too. We fix and identify technical problems with a pointed focus of providing the best customer support in the industry.

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 $230000 - $268000/YR. The 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.

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 providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

• FINRA Securities Industry Essentials (SIE), Series 7 & 66 (or combination of BOTH 63 & 65)

• Displays advanced industry knowledge and understanding of investment products

Desired Qualifications:

• Previous wealth management client associate experience strongly preferred

• Energetic individual that is self-motivated, coachable and flexible in thought

• Enjoys a fast-paced environment with changing and evolving responsibilities

• Detail oriented

• Invested in personal development

• Consistently pursues client experience excellence

• Works quickly to fulfill client needs, delivering complex solutions

• Frequent communication and an abundance of discretion with sensitive information

• Microsoft Word, Excel and PowerPoint experience with Salesforce a plus

• Professional verbal and written communication​​

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

Registered Wealth Management Client Associaterole is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.

Specific responsibilities include, but are not limited to:

• Work with highly affluent clients
• Lead end-to-end onboarding and maintenance activities for new and existing clients.
• Provide products and services to each client, working with cross line of business partners
• Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
• Act as a key team member leading our clients’ digital experience with the firm
• Create ease of access and interaction, while protecting their privacy and security
• Find opportunities to innovate every day

Key Qualifications for the role:

• requiredto currently hold Series 7 & 66 or 63/65
• 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
• Product Knowledge: Foundational knowledge of investment and banking products
• Energetic individual that is self-motivated, coachable, and flexible in thought
• Enjoys a fast-paced environment with changing and evolving responsibility
• Detail oriented
• Invested in personal development
• Consistently pursues client experience excellence
• Works quickly to fulfill client needs delivering complex solutions
• Frequent communication, and an abundance of discretion with sensitive information
• Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
• Professional verbal and written communication