DM FOR A REFERRAL

Hypothetically, if BBB was delayed and brought to the Senate floor next year (let's say February 2022) and passed, and the January 1st date for ending Roth conversions is left unchanged, what would happen to Americans who performed After-Tax 401k to Roth conversions in January? Would 401k custodians have to reverse the transactions and somehow factor in gains earned in users' Roth accounts since the conversion? Could there be penalties?

Are there any lawyers that moved to healthcare tech (non-legal related positions)? That would include medical devices, AI, robotics, etc. Would love to learn from your experience.

Parents always wanted me to become a doctor, so did I. However, did not do very well around blood. :))

Thank you!

Does the Amex corporate green card qualify for the $100 CLEAR statement credit?

Can anyone help me to know what would be the package of senior software Engineer in LTI?

Annual review coming up. Looking for suggestions for asks…

8 YOE, Current 125 base, TC ~140.

Median base for my title/geo ~170 (mean ~166, 0.75 ~226).

Certs: CIPM, M365 Security Admin/Architect, AWS SOA, AN, & Security.

Vet, Inactive TS.

Highlights of the year: flew out on 12hr notice to evac E Europe-based employees & families, plugged 3 exposures before they became breaches, built TVM/privacy program from scratch, onboarded new CNAPP.

(-) Still a student (GIB: BA/MS expected ‘24)

Switching from commission to salary!

I’m considering a less sales-oriented role that doesn’t pay commission. The new role will have a higher base but lower overall earning potential.

What % haircut should be expected? As an example, if I make 100k (base + commission) today, would it be realistic to ask for 90k (10% cut) + equity to make up the difference?

Anyone working as a 2 years + lawyer for Fragomen in Canada can share their salaries and working advantages? (holidays, billable hours etc). Got an interview coming up and want to make sure not to under-sale my profile!

@McGraw Hill any idea on salary for academic design roles ?

How can i get my entire relocation allowance, as I would be shifting from Pune to Banglore and company is offering me 1.5Lac for relocation.
They are asking for the bill.

Hey guys, is there anyone (female) living in Marahathalli or Whitefield and needs a flatmate(female)? Please reply. Will need to shift in the mid of December.

Senior counsel, retail furniture company. Going through interviews now for the role and I’m wondering what a typical compensation package is. My specialty is real estate, 2015 grad, been in-house my whole career except for a short stint at a boutique real estate firm in SF when I graduated law school. SF Bay Area.

I have a total of 4 years sales experience, 1 year in life insurance sales and 3 in retail banking (lending, investment referrals, merchant services referrals).

I did well in banking, but incentive plan has suffered tremendously, so I’m looking to jump into tech sales where I could be more compensated for the work.

Anyone in tech sales willing to chat? ☕️

Hi fishes

Could someone help me understand if my package is 14.5 LPA ,how much I'll get in hand roughly

When is a 3 page resume acceptable?

Up antidepressant dosage or quit?
Relatively new position at a coveted firm as their Marketing and BD manager. Have suffered burnout and depressive episodes previously: can feel the symptoms raising it’s head. Most importantly, struggling to tolerate how directors speak to me, whereas previously I wouldn’t take it personally and get on with it. Actively looking for a different position as I’ve come to discover this company exploits EME employees, but want to attempt to end on a “high note”.

Hi Fishers

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Thanks in advance

Currently have Series 24, 7, 63,65

Currently work in a very unique Wealth Management ops role.

Getting paid 85k base with 40k in bonus plus about 35k~ in OT.

Money isn’t everything but in my late 20s it feels like the only thing important right now.

WLB is next to zero as 60hr weeks are the minimum as of late. Management feels like they are trying to push a few of us out. Was told not to expect much come year end for comp. Any suggestions on finding a new role/pay expectations?

I’m a financial advisor with jpmorgan and i verbally accepted a new job in private banking with another firm. This is my first time transferring licenses. Should i wait to give my two weeks notice until my new firms hr department clears me and gives me a start date or as soon as i sign the offer letter?

I have been in client facing wealth management as an advisor for 10 years. I haven’t built a book of business because I’ve worked for mostly discount brokers (Merrill edge, TDA, Etrade). I want to know how to transition to a non client facing role in wealth management or another financial role. I am series 7 and series 66 licensed. Any thoughts?

Does anyone work for UBS? What corporate title would a "manager" be? AVP or VP? Or AD?

Anyone know the salary range for Supervisor Customer Service at Fiserv? They just reached out and I have a phone screen in 2 hours.

Hi everyone, I'm new to Canada and want to start my career here in the Financial and Banking industry. I have passed the CFA level 2 exam and was wondering if I have to complete the Canadian Securities Course (CSC) as most of the job postings here mention about it. I saw that if someone passes at least the CFA level 1 exam then the requirement of CSC is exempted. Can anyone enlighten me about this? As the CSC exam costs above 1000 CAD, I wanted to be sure if I need it before investing behind it.

Thoughts on Citi's Leveraged Portfolio Group at the Analyst level? I'm curious if anyone has additional details on the group for an Analyst spot. What does the group focus on in terms of work, what are hours like, decent exit Ops, interview process etc? I'm currently an Analyst in an industry specific Corporate Banking group at a competitor of Citi so I have experience underwriting HY transactions and portfolio management.

Do you keep interviewing after offer signed and background check cleared?

How often do you cry at your job? I cry usually one day a week triggered by stress/overwhelm but want to know if this is a typical response

Hi everyone - I have experience in Investment banking domain and I am looking for a new role in Canada and would appreciate your support. I have experience in M&A, DCF, Buy side , sell side, Financial modelling, compliance, due diligence, Thank you in advance for any connections, advice, or opportunities you can offer.

Whats’s the ideal CV length for UK mid-level roles (4-5 YoE) to engage recruiters?

Is 1 page containing punchy & concise XYZ points preferred in the UK over 2 pages inc. a bit more details of projects/ tasks?

What would be the best method to transition from a financial advisory role to a more financial analyst focused position? Is this type of move unheard of/too difficult to do?

Anyone here with experience as a Product Manager? I’ve close to decade of consumer lending experience including Sales/Advisory, Supervisor and Underwriting. I have have been looking to pivot into a more impactful role this year. I am due for an interview for a Product Manager next week. The company ticks all my boxes but the job description a bit vague. I will be grateful if anybody willing to share what the day role looks like and what I need to look out for in an interview. Thanks. Cheers.

Good day all!

I am interviewing for a FP&A Manager position in Proserv UK. Could you please disclose the initial salary that I could ask for?

Thank you in advance!

I am looking into a Product Manager role at M&T Bank. Does anyone know the salary range or can tell me about the work/life balance?