At Bartlett Wealth Management, we oversee assets exceeding $8 billion and operate in three cities with a dedicated team of 83 professionals. Our wealth management approach emphasizes collaboration, providing tailored investment management and financial planning solutions to meet our clients' diverse needs.Position OverviewThe Wealth Management Co-op offers a unique opportunity to engage in financial planning and investment activities. As a co-op, you will be involved in a variety of tasks and projects, gaining firsthand experience by collaborating with seasoned financial planners and investment management experts. This position is ideal for individuals eager to explore a career in the investment advisory and wealth management sector.Please note: We do not provide company-sponsored housing or relocation for this internship.Key ResponsibilitiesFinancial Planning Responsibilities:Collaborate with financial planners to evaluate financial situations and input data into eMoney software, including account statements and holdings.Organize and summarize clients' living expense data.Assist with eMoney support and account connectivity.Monitor and analyze the completion plan rate for each team member to enhance outcomes.Help track Required Minimum Distributions (RMD) and Inherited RMDs.Create client-friendly financial reports.Attend client meetings in a supportive learning capacity when appropriate.Participate in discussions with external mutual fund managers.Conduct research and manage various miscellaneous projects.Investment Management Responsibilities:Gather information from call reports, review prior plans, and acquire missing data from clients.Generate the corporate bond buy list two to three times a week.Update and maintain the equity summary holding document.Support wealth advisors in preparing materials for Strategic Asset Allocation Committee meetings.Assist the Market Charts Committee in compiling investment and economic data for client meetings.Join weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other departmental meetings to learn.Summarize and distribute weekly Investment meeting recap reports to all advisor groups.Conduct research and due diligence on Environmental, Social, and Corporate Governance (ESG) holdings.

GitLab is seeking a Solutions Architect with a focus on Financial Services. This remote position is open to candidates based in North America. Role overview This role centers on designing solutions for clients in the financial sector. The Solutions Architect works closely with cross-functional teams to develop scalable architectures that improve both usability and performance. Collaboration is key, as the position requires regular interaction with clients to understand their business needs and technical requirements. What you will do Engage directly with financial services clients to gather requirements and understand challenges Create architectural blueprints and detailed solution designs Guide implementation efforts to ensure solutions meet client expectations Ensure all solutions comply with relevant industry standards Collaboration and impact Expect to work alongside teams from different disciplines within GitLab, helping to deliver tailored solutions that support client business goals. The role combines technical expertise with strong communication and planning skills.

Join Databricks as a Resident Solutions Architect in the dynamic field of Financial Services. In this pivotal role, you will collaborate with clients to design and implement innovative solutions that leverage the power of data and AI. You will be responsible for delivering exceptional customer experiences and driving the adoption of our Unified Analytics Platform.

Join The Vested Group, a member of Pine's portfolio, as a talented Financial Solutions Architect specializing in Oracle NetSuite ERP. In this pivotal role, you will spearhead the creation and implementation of scalable, sustainable NetSuite solutions tailored to meet our clients' business goals. The ideal candidate will possess a unique blend of functional accounting knowledge and extensive NetSuite financial expertise, complemented by consulting experience. You will act as a trusted advisor, leading clients through solution design, identifying system deficiencies, and proposing effective configurations, customizations, and integrations without the need for hands-on development. Your primary focus will encompass Record-to-Report (R2R), Procure-to-Pay (P2P), and Order-to-Cash (O2C) processes, including General Ledger, Fixed Assets, Accounts Receivable, Cash Management, Accounts Payable, Purchasing, Order Management, Project Costing, Project Billing, and Inventory Management within the NetSuite framework.

Join Databricks as a Senior Solutions Architect specializing in Data Warehousing for Financial Services. In this role, you will leverage your expertise to design and implement innovative data warehousing solutions that empower financial institutions to drive insights and optimize their operations. Collaborate with cross-functional teams to understand client needs and deliver tailored solutions that meet the unique challenges of the financial sector.

Join Databricks as a Resident Solutions Architect specializing in Financial Services. In this role, you will leverage your expertise to deliver exceptional solutions, guiding our clients through complex challenges and ensuring they achieve their business goals. You will collaborate closely with various stakeholders, including technical teams, to translate business requirements into innovative solutions.

Role Overview Databricks is hiring a Solutions Architect focused on Financial Services, with an emphasis on the insurance industry. This position is open in Georgia, Massachusetts, New Jersey, New York, and Washington, D.C. What You Will Do Design and implement technical solutions for insurance clients, drawing on both industry experience and technical skills. Work closely with cross-functional teams to deliver solutions that address client requirements and improve how they operate. Guide clients as they modernize their technology, helping them navigate digital transformation projects. Who We’re Looking For Strong technical background in solutions architecture, ideally within the insurance or broader financial services sector. Experience collaborating with multiple teams to deliver client-focused results. Interest in applying new technologies to real-world business challenges.

Are you ready to make a difference in the Energy and Utilities sector?Join our innovative Energy & Utilities team as a Solutions Architect specializing in Workforce and Asset Management. In this pivotal role, you will design and implement cutting-edge solutions that enhance asset lifecycle management, optimize mobile workforce operations, and refine capital investment strategies for utility organizations.This position is available at any of our primary Energy & Utilities offices listed or can be performed remotely across the United States.Key Responsibilities:As the Solutions Architect for Workforce and Asset Management, your responsibilities will include:Leading initiatives to refine and implement asset management processes aimed at tracking, maintaining, and optimizing utility assets (e.g., transformers, pipelines, etc.).Designing and enhancing work management processes, including planning, scheduling, and executing maintenance, repair, and inspection work orders.Architecting solutions using Enterprise Asset Management (EAM) platforms such as IBM Maximo, SAP EAM, or Oracle WAM.Developing strategies to improve mobile workforce management, ensuring field work is efficient and effective.

Transform the Future of Finance with SunnyDataCustomer Engagement: Act as a reliable consultant to clients, assisting them with their data engineering and architecture requirements, particularly utilizing Databricks solutions. Your responsibilities will include a balanced focus on both billable work and pre-sales activities.Technical Leadership: Conceptualize, create, and implement robust data solutions that harness and optimize data to propel AI, ML, and business intelligence projects.Pre-Sales Support: Partner with sales teams to deliver compelling technical presentations to potential clients, illustrating the distinct advantages of SunnyData’s offerings.Project Oversight: Oversee a portfolio of customer accounts, ensuring timely delivery of solutions and diligently tracking progress to communicate results.Solution Design: Develop data solutions that incorporate industry-leading practices in data governance, security, and integrity.Data Analysis: Assess data sources for their potential, advising on strategies for data inclusion that bolster analytical capabilities.Cross-Functional Collaboration and Leadership: Direct internal teams, guiding and mentoring project groups to deliver innovative solutions while training end users on data products and analytical tools.Problem Resolution: Conduct system analysis, identify and rectify data and system errors, and implement corrective measures as necessary.Quality Assurance: Execute tests on data flows, transformation code, and data components to validate accuracy and reliability.

Join Databricks as a Resident Solutions Architect specializing in Financial Services. In this remote position, you will play a pivotal role in delivering innovative solutions to our clients in the financial sector. Your expertise will help drive the adoption of our platform, guiding customers through their journey to achieve data-driven success.

Join Databricks as a Resident Solutions Architect in the Financial Services sector. In this pivotal role, you will leverage your expertise to design and implement innovative solutions that drive our clients' success. Collaborate with cross-functional teams to enhance client engagement and deliver exceptional value.

Join Databricks as a Resident Solutions Architect in the Financial Services sector, where you will play an instrumental role in transforming data into actionable insights. In this dynamic position, you'll collaborate with clients to design innovative solutions that leverage the power of our unified analytics platform. Your expertise will help organizations streamline their data workflows and improve decision-making processes.Your responsibilities will include engaging with customers to understand their specific needs, architecting tailored solutions, and providing technical guidance throughout the implementation process. You will also work closely with our engineering teams to ensure that the solutions are robust and scalable.

Join Databricks as a Resident Solutions Architect in the Financial Services sector, where you will leverage your expertise to deliver innovative solutions that help our clients achieve their data-driven objectives. As a key member of our team, you will engage with financial institutions to understand their unique challenges, architect tailored solutions, and drive successful implementations that maximize the value of the Databricks platform.

Join Databricks as a Resident Solutions Architect in the Financial Services sector, where you will leverage cutting-edge technology to provide innovative solutions to our clients. In this role, you will collaborate with cross-functional teams to design and implement high-impact data solutions that drive business success.

Join Databricks as a Resident Solutions Architect specializing in the Financial Services sector. In this role, you will leverage your expertise to guide clients in implementing innovative solutions that drive efficiency and enhance their data strategies. You will work closely with cross-functional teams and clients to understand their needs and deliver tailored solutions that optimize their operations.

Join Databricks as a Resident Solutions Architect specializing in Financial Services. In this pivotal role, you will collaborate with clients to architect cutting-edge solutions that leverage the power of data analytics and machine learning. Your expertise in financial services will help drive impactful transformations for our clients, ensuring they harness the full potential of our unified data platform.

Join Databricks as a Delivery Solutions Architect specializing in Financial Services. In this pivotal role, you will leverage your expertise to design and implement innovative solutions that drive efficiency and effectiveness within the financial sector. You will collaborate with clients to understand their unique challenges and deliver tailored solutions that meet their needs.

Role Overview Databricks is hiring a Lead Solutions Architect focused on Financial Services. This role connects go-to-market leadership with field teams, partners, and clients across the financial sector. The position centers on strengthening Databricks' presence in financial services by shaping industry perspectives and serving as the main technical voice for sector-specific messaging and content. Key Responsibilities Act as the primary technical authority for financial services messaging and tailored materials. Develop and share points of view that resonate with both technical and business leaders in client organizations, building trust and credibility. Engage directly with customers to understand their needs and demonstrate Databricks' value in financial services use cases. Collaborate with account teams to support growth and technical excellence in assigned financial services verticals. Work with product engineering to align industry requirements with Databricks solutions. Contribute to internal content strategy and partner with external organizations on joint go-to-market initiatives. Reporting Structure This is a high-visibility individual contributor role reporting directly to the Financial Services Tech General Manager at Databricks. Location Eligible locations: Georgia, Illinois, Massachusetts, New York, North Carolina, Washington, D.C.

Role Overview Mercer Advisors is hiring a Senior Wealth Advisor in New York, NY. This role centers on guiding clients through their financial journeys with thoughtful advice and personalized planning. The Senior Wealth Advisor works directly with a varied group of clients, shaping investment strategies and crafting financial plans that reflect each client’s unique goals. What You Will Do Develop and maintain long-term relationships with clients Advise clients on investment options and financial planning Create tailored strategies to help clients pursue their financial objectives Support clients as they navigate complex financial decisions Who We’re Looking For Experience in wealth management or financial advising Strong commitment to client service Ability to communicate complex financial concepts clearly Proactive approach to building and sustaining client relationships