NBT Bancorp IncPrivate Wealth Advisor NBT Bancorp IncPrivate Wealth Advisorburlington, VTEducation and Experience: Bachelors Degree or equivalent education and experience Minimum 3 years investment and insurance sales experience requiredSkills and Abilities: Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulationsStrong communication and PC skillsNo significant compliance issuesHas developed a process for client segmentation Demonstrated team player and high quality service providerAdvanced knowledge of all broker dealer advisory platforms Unique Job Characteristics and Requirements: FINRA Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients.20% Total Potential Annual Earnings: $60,450 - $520,000.Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products/solutions with a focus on retention and replication of their best clients and makes appropriate referrals to branch or to other business partners.
CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management) CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management)VTRemote$123,250–$208,000 / yearThe Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
Ameriprise FinancialFinancial Advisor Ameriprise FinancialFinancial AdvisorSouth Burlington, VermontGuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish.
Thrivent Financial for LutheransVirtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteVTRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
M&T Bank CorpWealth Advisor M&T Bank CorpWealth AdvisorRutland, VT$116,400–$194,000 / yearEducation and Experience Required: • Bachelors degree and a minimum of 7 years sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years higher education and/or work experience, including a minimum of 3 years sales experience in the high net worth and ultra high net worth client segment. • Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess clients current financial situation, goals and objectives to determine solutions through the financial planning process.
LPL Financial Holdings IncWealth Advisor - Vermont Federal Credit Union LPL Financial Holdings IncWealth Advisor - Vermont Federal Credit UnionBurlington, VT$58,500–$70,000 / yearIf required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space Excellent knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer service and business focus with a great attention to detail Effective research and analysis skills #LI-Onsite Pay Range:58500 - 70000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. Requirements: High school diploma or equivalent (Bachelor's Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire.
LPL Financial Holdings IncWealth Advisor - EastRise Credit Union LPL Financial Holdings IncWealth Advisor - EastRise Credit UnionBurlington, VT$58,500–$70,000 / yearRequirements: • High school diploma or equivalent (Bachelor's Degree Preferred) • Minimum of two (2) years investment sales experience (preferably in a financial institution) • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (if required by the state of hire) • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker-dealer • Preferences: • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space • Excellent knowledge of investment/insurance products and financial planning • Core Competencies: • Strong self-motivation and ability to work independently • Excellent verbal, written, and interpersonal communication skills • Possess strong organization skills • Excellent customer service and business focus with a great attention to detail • Effective research and analysis skills. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.
CSAA Insurance GroupInformation Architecture Governance Advisor - Remote CSAA Insurance GroupInformation Architecture Governance Advisor - RemoteVTRemoteJob Title Information Architecture Governance Advisor - Remote Requisition Number R7581 Information Architecture Governance Advisor - Remote (Open) Location Arizona - Home Teleworkers Additional Locations Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers ( + 21 more ). Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices.
Vermont State UniversityStudent Success Advisor Vermont State UniversityStudent Success AdvisorCastleton, VTServe as student success advisor for an assigned caseload of undergraduate students who are in their first year at VTSU, that includes working collaboratively across departments and within Student Success to achieve Vermont State University student success goals, the university's mission and vision, accessibility requirements, and diversity, equity, and inclusion initiatives. Abilities: Demonstrated ability to positively influence student skill development, such as communication skills, leadership skills, academic skills, technical skills, non-cognitive or.
PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor ManagerMontpelier, VT$73,500–$212,280 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Berlin City Auto GroupNewService Advisor- Internal Vehicle Coordinator Berlin City Auto GroupService Advisor- Internal Vehicle CoordinatorBurlington, VTPosition Overview: The Internal Service Advisor plays a key role in supporting the reconditioning and service process by coordinating communication between the service department, used vehicle operations, technicians, and parts department. This position is responsible for writing repair orders, monitoring repair progress, helping ensure timely vehicle completion, and supporting internal and after-sales service needs.
H & M Hennes & Mauritz ABH&M Sales Advisor - University Mall H & M Hennes & Mauritz ABH&M Sales Advisor - University MallSouth Burlington, VTWe believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community. You''ll also work on garment refill & care, presentation and contribute to a clean and tidy sales floor and back of house, working closely with the rest of your store team to deliver an excellent customer experience.
Blue Compass RV LLCRV Parts Advisor Blue Compass RV LLCRV Parts AdvisorDanville, VTTHE ROLE: As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV dealership by managing and organizing the inventory of RV parts and accessories. If you are ready for a rewarding career with competitive compensation and benefits, and opportunities to excel and advance, consider joining the Blue Compass RV organization.
The Toronto-Dominion BankFinancial Advisor - Rutland, Vermont The Toronto-Dominion BankFinancial Advisor - Rutland, VermontRutland, VT$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
The Toronto-Dominion BankPCS Trust Advisor II - Burlington, VT The Toronto-Dominion BankPCS Trust Advisor II - Burlington, VTBurlington, VT$91,000–$145,600 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Meets with clients regularly to review proposals, obtains feedback and makes any necessary changes and assists with plan implementation as appropriate, providing assistance with portfolio management, estate planning, charitable planning and tax matters.
The Toronto-Dominion BankFinancial Advisor Associate - Rutland, Vermont The Toronto-Dominion BankFinancial Advisor Associate - Rutland, VermontRutland, VT$61,880–$92,560 / hourOCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Develops understanding of clients assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: Bachelors degree strongly preferred 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Comprehensive understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Understanding of wealth management business development techniques Understanding and experience interacting with retail and small business banking clients Consultative sales experience required Ability to establish relationships and partner effectively with other departments OCC: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
The Toronto-Dominion BankFinancial Advisor Associate - Burlington, Vermont The Toronto-Dominion BankFinancial Advisor Associate - Burlington, VermontBurlington, VTThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Berlin City KiaNewService Advisor- Internal Vehicle Coordinator Berlin City KiaService Advisor- Internal Vehicle CoordinatorBurlington, VTPosition Overview: The Internal Service Advisor plays a key role in supporting the reconditioning and service process by coordinating communication between the service department, used vehicle operations, technicians, and parts department. This position is responsible for writing repair orders, monitoring repair progress, helping ensure timely vehicle completion, and supporting internal and after-sales service needs.
PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerMontpelier, VT$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Twin State FordAutomotive Service Advisor Twin State FordAutomotive Service AdvisorSaint Johnsbury, VermontEnjoy a dynamic work environment that values your communication skills and expertise in automotive services, all while benefiting from a 4-day work week promoting a healthy work-life balance. Join Twin State Ford as an Automotive Service Advisor in Saint Johnsbury, VT, where you will be the vital link between our customers and our automotive service team.
Ulta Beauty IncSeasonal Beauty Advisor Ulta Beauty IncSeasonal Beauty AdvisorWilliston, VTEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness, and completing tasks as assigned.
Ulta Beauty IncBeauty Advisor Ulta Beauty IncBeauty AdvisorWilliston, VT$15–$20 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness and completing tasks as assigned.
Ulta Beauty IncPrestige Beauty Advisor Ulta Beauty IncPrestige Beauty AdvisorWilliston, VT$15.50–$21 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label.
PCF Insurance ServicesCommercial Insurance Advisor PCF Insurance ServicesCommercial Insurance AdvisorBurlington, VTRanked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
Ulta Beauty, Inc.Prestige Beauty Advisor Ulta Beauty, Inc.Prestige Beauty AdvisorWilliston, Vermont$15.50–$21 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label.
Ulta Beauty, Inc.Beauty Advisor Ulta Beauty, Inc.Beauty AdvisorWilliston, Vermont$15–$20 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness and completing tasks as assigned.
Ulta Beauty, Inc.Seasonal Beauty Advisor Ulta Beauty, Inc.Seasonal Beauty AdvisorWilliston, Vermont$15–$20 / hourTemporaryEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Seasonal Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness, and completing tasks as assigned.
Wilmington TrustWealth Advisor Wilmington TrustWealth AdvisorRutland, VermontEducation and Experience Required: Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial AdvisorSouth Burlington, VT$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Camping World Holdings IncService Advisor Camping World Holdings IncService AdvisorSt. Albans, VT$50,000–$75,000 / yearThe pay range for this role considers several factors in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support to the Service Department as well as keep customers apprised of work progress.
PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior Associate PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior AssociateMontpelier, VT$55,000–$187,000 / yearMaster's Degree in Business Administration/Management, Finance, Accounting, Economics preferred • Understanding individual tax compliance and planning for executives • Understanding of professional service environments • Preparing and reviewing individual tax returns and tax planning • Working with team members virtually • Identifying and addressing client tax issues • Managing engagements and balancing project economics • Demonstrating experience as a project leader • Creating a positive environment by managing deadlines and workload. As part of the Internal Tax - Independence Requirement team, you are responsible for managing individual tax compliance and planning for executives, including partnership K-1 income, state tax credits, composite returns, AMT, and year-end planning.
EssilorLuxottica SALensCrafters - EyeCare Advisor EssilorLuxottica SALensCrafters - EyeCare AdvisorSouth Burlington, VT$17.23–$24.35 / hourIf you would like to provide feedback regarding an active job posting, or if you are an individual with a disability who would like to request a reasonable accommodation, please call the EssilorLuxottica SpeakUp Hotline at 844-303-0229 (be sure to provide your name, job id number, and contact information so that we may follow up in a timely manner) or email HRCompliance@luxotticaretail.com. LensCrafters is part of EssilorLuxottica, a global leader in the design, manufacture and distribution of world-class vision care products, including iconic eyewear, advanced lens technology and cutting-edge digital solutions.
Blue Compass RV East MontpelierRV Parts Advisor Blue Compass RV East MontpelierRV Parts AdvisorEasts Monpelier, VermontTHE ROLE: As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV dealership by managing and organizing the inventory of RV parts and accessories. If you are ready for a rewarding career with competitive compensation and benefits, and opportunities to excel and advance, consider joining the Blue Compass RV organization.
TD BankFinancial Advisor - Burlington, VT TD BankFinancial Advisor - Burlington, VTBurlington, VermontEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
TD BankNewFinancial Advisor - Northern Vermont TD BankFinancial Advisor - Northern VermontBurlington, VermontEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
The Toronto-Dominion BankFinancial Advisor - Burlington, VT The Toronto-Dominion BankFinancial Advisor - Burlington, VTBurlington, VT$72,280–$108,160 / yearEducation & Experience: Bachelors degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Banks Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers clients asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives.
MaximusLead Analyst - Business Analysis MaximusLead Analyst - Business AnalysisBennington, VTFull timeConduct statistical analyses and evaluates a wide variety of information to assess operational difficulties and develop solutions to complex problems, including escalated issues Independently develop and implement modeling and evaluation processes to determine the effectiveness of current operational activities. Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment.
Ryder System IncSenior Leadership Development Business Partner -REMOTE Ryder System IncSenior Leadership Development Business Partner -REMOTEMontpelier, VTRemoteThe Senior Leadership Development Business Partner is a senior individual contributor within the Talent Management Group, responsible for delivering high impact leadership development experiences for executive and senior‑level leaders alongside their human resource partners and the Talent Management team. Compensation Information : The compensation offered to a candidate may be influenced by a variety of factors, including the candidate's relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc.
PricewaterhouseCoopers LLPChinese Business Network - Private Tax Manager PricewaterhouseCoopers LLPChinese Business Network - Private Tax ManagerMontpelier, VT$99,000–$266,000 / yearAs a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
PricewaterhouseCoopers LLPKorean Business Network - Private Tax Manager PricewaterhouseCoopers LLPKorean Business Network - Private Tax ManagerMontpelier, VT$99,000–$266,000 / yearAs a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
Willimantic Waste Paper Co., Inc.Sr. Human Resources Business Partner Willimantic Waste Paper Co., Inc.Sr. Human Resources Business PartnerRutland, VT$83,000–$108,000 / yearThis role partners closely with senior and functional leaders to drive organizational effectiveness, workforce strategy, and leadership capability across corporate and enterprise-enabling functions, including Finance, Audit, Sales, Customer Service, Legal, Information Technology, and Operations Support. This role acts as a primary point of contact for Home Office employees and managers, providing integrated HR support while partnering closely with HR Centers of Excellence to implement solutions that enable organizational effectiveness and long-term business success.
Casella Waste Systems, Inc.Sr. Human Resources Business Partner Casella Waste Systems, Inc.Sr. Human Resources Business PartnerRutland, Vermont$83,000–$108,000 / yearThis role partners closely with senior and functional leaders to drive organizational effectiveness, workforce strategy, and leadership capability across corporate and enterprise-enabling functions, including Finance, Audit, Sales, Customer Service, Legal, Information Technology, and Operations Support. This role acts as a primary point of contact for Home Office employees and managers, providing integrated HR support while partnering closely with HR Centers of Excellence to implement solutions that enable organizational effectiveness and long-term business success.
PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerMontpelier, VT$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerMontpelier, VT$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
PricewaterhouseCoopers LLPTax Senior Manager - Private Companies PricewaterhouseCoopers LLPTax Senior Manager - Private CompaniesMontpelier, VT$124,000–$335,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in todays changing global landscape.
PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerMontpelier, VT$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
PricewaterhouseCoopers LLPTax Senior Manager - Global Information Reporting PricewaterhouseCoopers LLPTax Senior Manager - Global Information ReportingMontpelier, VT$124,000–$335,000 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Gallagher, Flynn & CompanyNewProperty Manager - O'Brien Brothers Gallagher, Flynn & CompanyProperty Manager - O'Brien BrothersSouth Burlington, VT$60,000–$75,000O’Brien Brothers is a dynamic company with a strong portfolio of multifamily and commercial properties with a focus on community-oriented development and sustainability, having recently developed Vermont’s first 100% carbon-free climate resilient neighborhood. Acts as liaison between residents and local authorities, housing professionals and other support and social organizations, including social workers, health care providers, caregivers, family members and maintenance supervisor.