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Remote Senior Director of Digital & Content Marketing
Valid8 Financial, Inc. 3.6
Menlo Park, CA jobs
A dynamic SaaS company seeks a Senior Director of Digital & Content to lead their content and digital strategy. This role involves owning search-driven demand, leading SEO initiatives, and utilizing AI tools for content creation. The ideal candidate has over 6 years of B2B SaaS marketing experience and a strong background in SEO and website optimization. Join us to drive meaningful engagement and improve demo conversion rates while shaping our marketing efforts with a focus on enterprise buyers.
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$113k-177k yearly est. 2d ago
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Sr. Director, Digital & Content Marketing
Valid8 Financial, Inc. 3.6
Menlo Park, CA jobs
Betterworks is HR software to align, develop, and activate your workforce for business growth. Organizations are able to replace outdated, ineffective, universally loathed annual review processes with powerful Continuous Performance Management programs that help managers be better at the conversations, coaching, and development necessary to inspire and motivate the entire workforce to achieve an organization's top priorities today and be ready for tomorrow's challenges.
Drive innovation in content and digital marketing! Join our Marketing Division as Senior Director, Digital & Content, and transform how we connect with our audience.
This is a fully remote position.
About the Role
As Senior Director of Digital & Content Marketing, you will own Betterworks' content and digital strategy end to end-from search-led demand capture to sales-aligned content that influences pipeline.
This role is responsible for how high-intent enterprise buyers discover Betterworks, evaluate our point of view, and engage with our website and content across the buyer journey. You'll lead SEO (including LLM-driven discovery), website design and performance, and a modern content engine powered by AI and subject-matter expertise.
Reporting directly to the CMO, you'll work closely with Product Marketing and Growth Marketing to ensure content and digital efforts drive measurable business impact-not just awareness.
What You Will Do
Own Search, SEO & High-Intent Demand Capture
Lead Betterworks' SEO and search strategy as a primary source of high-intent enterprise demand.
Ensure strong visibility across traditional search engines and emerging LLM-based search and recommendation tools.
Build a content and keyword strategy aligned to real buyer intent, focused on performance management challenges and solutions.
Partner with Growth Marketing and RevOps to connect search-driven traffic to qualification, pipeline, and revenue outcomes.
Define and own a content strategy tailored to CHROs and senior HR leaders, grounded in how they buy-not generic HR thought leadership.
Build mid-funnel and sales-aligned content that supports buyer evaluation and deal progression.
Establish a clear editorial point of view and quality standards across all content formats.
Ensure content is designed for reuse across search, demand programs, sales enablement, lifecycle marketing, and product launches.
3. Build AI-Powered, High-Quality Content Systems
Lead the use of AI-assisted content creation to increase scale and speed without sacrificing quality or credibility.
Train and guide AI models using SME-backed inputs, proprietary insights, and editorial guardrails to avoid low-quality or generic outputs.
Define processes for human review, validation, and continuous improvement of AI-generated content.
Stay current on how AI and LLMs impact content creation, search visibility, and buyer behavior.
4. Own Website Strategy & Digital Performance
Own Betterworks.com as a core revenue channel, with accountability for engagement and demo conversion.
Lead website strategy, structure, and optimization, overseeing design and development
Establish testing and optimization practices to continuously improve messaging, UX, and conversion paths.
Oversee the digital tech stack and CMS to support speed, scalability, and performance.
5. Lead the Team & Operating Model
Lead a web and content team with agency support as needed.
Build clear workflows, ownership, and standards across content and digital execution.
Coach and develop team members while raising the strategic and executional bar.
Manage agency and freelancer relationships to ensure leverage, quality, and efficiency.
6. Partner Cross-Functionally
Work closely with Product Marketing to translate product positioning and messaging into effective content and digital experiences.
Partner with Growth Marketing to ensure content, SEO, and website efforts directly support demand generation and pipeline acceleration.
Collaborate with Sales to ensure content reflects real buyer conversations and supports deal progression.
Align with RevOps on measurement, attribution, and reporting.
What Success Looks Like
Organic search and AI-driven discovery become reliable sources of high-intent enterprise traffic.
Website engagement and demo conversion rates improve meaningfully.
Content consistently supports buyer evaluation and sales conversations.
Marketing and Sales view content and digital as core revenue drivers-not support functions.
The content and digital team operates with clarity, quality, and scale.
What You Bring
6+ years of experience in B2B SaaS marketing, with ownership of content, digital, and SEO for enterprise buyers.
Strong expertise in SEO, website optimization, and content systems, with aggressive focus on how LLMs are reshaping search and discovery.
Hands-on experience using AI tools to scale content creation, with a clear point of view on quality control and governance.
Proven ability to translate buyer insight into content that drives engagement and pipeline impact.
Experience leading small, high-impact teams and partnering cross-functionally.
A pragmatic, outcomes-driven mindset with strong judgment and execution standards.
All employees are required to participate in information security awareness and training programs.
All employees are responsible for handling data in accordance with data classification and handling guidelines. Employees should be aware of the sensitivity of the data they interact with and follow appropriate security measures.
» Mission Driven: Our mission is to provide the expertise and technology that companies need to inspire, develop, and activate their workforce to meet today's goals and be ready for tomorrow's challenges.
We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to an inclusive and diverse Betterworks. We believe that different perspectives lead to better ideas, and better ideas allow us to better understand the needs and interests of our diverse, global BetterWorks Community. We welcome people of different backgrounds, experiences, abilities, and perspectives, and are an equal-opportunity employer.
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$113k-177k yearly est. 2d ago
Director of Real Estate Strategy & Facilities
Seacoast National Bank 4.9
Miami, FL jobs
The Director of Real Estate Strategy & Facilities is an accomplished, results-driven executive responsible for shaping and executing Seacoast's real estate and facilities strategy. The role combines strategic leadership with disciplined operational execution to ensure the Bank's physical footprint supports business objectives, workforce strategy, regulatory requirements, and long-term scalability.
The Director oversees the Bank's planning, governance, and delivery of real estate initiatives including branch expansions and consolidations, acquisitions, real estate development and renovation initiatives, space planning, facilities optimization and other related projects. With a focus on supporting the Bank's growth and evolving operating model, the role partners closely with executive leadership across the Bank to drive disciplined, enterprise-aligned outcomes. The Director leads a multidisciplinary team of approximately 20 professionals across the Facilities and General Services team, and is accountable for creating structure, clarity, and ensuring performance across the function.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Real Estate Strategy & Transactions
Leads the development and execution of Seacoast's real estate strategy, ensuring alignment with organizational goals, operational needs, and long-term growth plans.
Provides strategic oversight and direction for real estate transactions and negotiations, including leases, renewals, acquisitions, and dispositions, working in close partnership with internal and external subject-matter experts.
Evaluates and recommends real estate opportunities that optimize space utilization, support workforce and business needs, in alignment with the Bank's evolving operating model.
Oversees due diligence, financial analysis, and risk assessment for all real estate transactions and projects, ensuring informed, well-governed decision making.
Defines, refines and monitors performance metrics and KPIs to assess portfolio effectiveness, space utilization, capital deployment, and alignment with workforce and business strategy.
Builds and manages effective relationships with landlords, brokers, legal counsel, and other external partners to proactively support successful implementation of real estate strategies.
Property & Facilities Management
Oversees facilities operations across all bank locations, ensuring environments are safe, efficient, compliant, and supportive of business and workforce needs.
Provides leadership and clear direction to the Facilities and General Services team, establishing priorities, expectations, and accountability across day-to-day operations.
Develops and implements policies, procedures, and governance standards for property operations, maintenance, and compliance.
Partners with internal stakeholders to manage facilities related expenditures, capital planning, budgets, and vendor contracts.
Drives accountability through operational metrics and performance reporting across facilities operations.
Oversees construction and facilities projects to achieve on-time and on-budget outcomes while balancing operational and business needs.
Evaluates and implements improvements to facilities and property management processes, including opportunities to streamline workflows, improve transparency, and selectively deploys tools or technology to support operational maturity and efficiency.
Cross-Functional Collaboration
Partners with business line leaders and executive leadership to understand operational priorities and translates them into effective, enterprise-aligned real estate solutions.
Serves as a trusted advisor to senior leaders, balancing business growth objectives with institutional standards, capacity constraints, and long-term scalability.
Facilitates clear, disciplined communication and decision-making across functions to support strategic initiatives and optimize outcomes.
Navigates complex organizational dynamics with professionalism and sound judgment, influencing outcomes across differing perspectives while maintaining alignment with enterprise priorities.
Proactively engages with stakeholders to identity and resolve cross-functional tensions related to space, location strategy, and facilitates decisions to enable execution without unnecessary friction.
Leadership & People Development
Mentors and coaches team members to support professional growth, engagement, and sustained performance.
Builds and sustains a culture focused on continuous improvement, disciplined execution, and operational excellence.
Recruits, retains, and develops talent to meet current organizational needs while preparing the function for future growth and increased complexity.
Routinely assesses team structure, roles, and capacity to ensure alignment with business priorities and effective allocation and use of resources.
Provides regular feedback and direction to the team to promote clarity, ownership, and consistent performance.
Compliance & Risk Management
Ensures compliance with applicable regulatory, legal, ethical, and risk management requirements related to real estate and facilities.
Maintains strong knowledge of relevant banking regulations, industry trends, and emerging issues affecting real estate and facilities, and assesses their potential impact on the Bank.
Partners with internal and external stakeholders to proactively identify, escalation, and address risks in a timely and transparent manner.
Other Responsibilities
Prepares and presents clear, actionable reports, analyses, and recommendations to executive leadership and governance forums, supporting informed decision‑making.
Leads or contributes to special projects and enterprise initiatives that require cross‑functional coordination and disciplined execution.
Travel is required to support key locations, stakeholder engagement, team leadership, and representation of the Real Estate and Facilities function in internal and external forums.
Adheres to Seacoast Bank's code of conduct.
EDUCATION and/or EXPERIENCE:
Bachelor's degree required; advanced degree preferred in Business, Real Estate, Facilities Management, or related field.
10+ years of progressive leadership experience spanning strategy, operations, real estate and facilities oversight, and enterprise or large‑scale initiatives within complex organizations; experience in banking, financial services, or other regulated industries preferred.
Demonstrated experience leading or overseeing complex, multi‑site initiatives, including real estate‑related projects, capital programs, or enterprise operational efforts.
Proven ability to partner effectively with internal and external subject matter experts to execute transactions, contractual agreements, and/or operational outcomes.
Strong leadership, communication, and analytical skills with a track record of building structure, governance, and accountability.
Proven ability to operate effectively with senior executives, communicate with influence, and drive alignment across diverse stakeholder groups.
Demonstrated ability to collaborate across business lines and lead cross‑functional teams to deliver disciplined, enterprise‑aligned results.
Process improvement mindset with experience assessing, refining, and scaling operational practices to improve efficiency, consistency, and outcomes.
Proven ability to manage multiple concurrent initiatives in a fast‑paced, growth‑oriented environment while maintaining focus on priorities, timelines, and results.
Commitment to Seacoast Bank's code of conduct and ethical standards.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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$113k-141k yearly est. 2d ago
Director, Education & Credentialing Strategy
Kentucky Society of Association Executives Inc. 3.5
Bethesda, MD jobs
A national health association is seeking a Director of Education and Credentialing to enhance educational offerings and oversee e-learning initiatives. This role involves managing the development of revenue-generating programs, guiding teams in developing learning strategies, and analyzing market needs. Candidates should possess a strong understanding of the healthcare system, project management experience, and familiarity with e-learning platforms. This position supports a hybrid work environment and offers competitive benefits.
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A global financial services company seeks a Director for Typology Investigations & Strategic Analysis to lead AML and fraud risk investigations in Denver, Colorado. The ideal candidate will have extensive experience in financial services, proficiency in analytical tools, and a strong background in compliance. You will oversee high-impact investigations, enhance risk mitigation strategies, and collaborate with various departments. This role promises professional growth within a diverse and innovative team, with competitive compensation and a comprehensive benefits package.
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$103k-129k yearly est. 2d ago
IAM Director: Zero-Trust Strategy & Security Leader
TBK Bank, SSB 3.9
Dallas, TX jobs
A financial institution in Dallas seeks an IAM Director to lead the identity access management program. The successful candidate will manage a matrixed team, enhance IAM solutions, and ensure compliance with regulatory standards. Ideal applicants should have over 10 years in cybersecurity, including significant experience in IAM program leadership and familiarity with key regulatory frameworks. The role offers a competitive salary and excellent benefits.
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$123k-157k yearly est. 4d ago
Director, Capital Markets & Financial Strategy
QTS Realty Trust 4.4
Duluth, GA jobs
A global data center provider is seeking a Director of Capital Markets to spearhead financial transactions and contribute to strategic initiatives. The role demands 7+ years in banking or capital markets, strong financial modeling skills, and a Bachelor's degree. You will manage complex financial operations, collaborate with stakeholders, and assist in M&A projects. This position offers competitive benefits, including employee stock options and a holistic rewards package.
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$113k-139k yearly est. 3d ago
Director, Investment Platform Finance & Strategy
Wellington Management Company 4.9
Boston, MA jobs
A leading investment management firm in Boston seeks an experienced Investment Platform Finance Director to oversee financial operations, drive strategic initiatives, and manage a high-performing team. Candidates should have over 15 years of relevant experience, a strong background in financial principles, and exceptional leadership skills. This role offers a competitive salary and a comprehensive benefits package.
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$145k-188k yearly est. 1d ago
Director of Category Strategy & Sourcing
Voya Financial, Inc. 4.8
New York, NY jobs
A leading financial services firm in New York seeks a Category Management Director to manage sourcing and supplier management objectives. The role requires over 7 years of experience in sourcing and contract negotiation, along with excellent analytical and communication skills. Responsibilities include guiding the category management team and developing strategic sourcing plans. The firm offers competitive salaries and diverse benefits aimed at employee well-being.
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A leading global bank seeks a Private Banker in Atlanta to develop and deepen client relationships while providing tailored wealth management strategies. The ideal candidate will have over 15 years of experience in private banking, specifically with the ultra-high-net-worth market. Responsibilities include generating new client revenue, ensuring compliance with regulatory requirements, and managing client expectations. A competitive salary and comprehensive benefits package are offered.
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A leading financial services firm in Miami is looking for a Private Banker to develop and manage client relationships and create tailored wealth management strategies. Candidates should have over 15 years of experience in the financial sector, strong knowledge of investment and credit products, and relevant licensing. This role offers a salary range of $200,000 to $500,000 plus comprehensive employee benefits including medical coverage and paid time off.
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$125k-164k yearly est. 1d ago
Investments Director: Strategy, Modeling & Team Leadership
Phillips Edison & Company 4.2
Cincinnati, OH jobs
A leading real estate investment firm based in Cincinnati is seeking a Director for their Investments team. This role involves leading a team of analysts, overseeing the preparation of investment models, and collaborating with various departments to guide property acquisitions. The ideal candidate should have 5-10 years of experience in commercial real estate investment and possess advanced Excel and Argus Enterprise skills. This position is a unique opportunity to establish a new Investments vertical and contribute to the company's strategic growth.
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$121k-165k yearly est. 3d ago
Senior Client Director, Global Client Solutions
Cambridge Associates LLC 4.8
Boston, MA jobs
Senior Client Director, Global Client Solutions page is loaded## Senior Client Director, Global Client Solutionslocations: Bostontime type: Full timeposted on: Posted 17 Days Agojob requisition id: JR0000070**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates is seeking an experienced and client-focused Client Director to join our Global Client Solutions team, supporting private clients in partnership with a dedicated private client investment team. This role is responsible for cultivating and retaining client relationships, driving new business, and delivering exceptional service to high-net-worth individuals and families.**Job Description:****Relationship Management & Retention*** Serve as the primary relationship manager for assigned private clients, ensuring high levels of engagement, satisfaction, and retention.* Partner closely with the private client investment team to deliver tailored investment solutions and address client needs proactively.* Develop and execute client engagement strategies, including regular meetings, reviews, and feedback sessions.**New Business Development*** Collaborate with the Business Development team to convert qualified leads into new private client relationships.* Lead the proposal and onboarding process for new clients, ensuring a seamless transition and strong initial engagement.* Identify opportunities to expand existing client relationships through cross-selling and deepening service offerings.**Strategic Partnership*** Act as a trusted advisor to private clients, providing insights on market trends, investment strategies, and portfolio performance.* Work closely with internal teams (investment, operations, marketing) to deliver integrated solutions and exceptional service.**Team Leadership & Collaboration*** Work with Associates to support client service and business development activities.* Foster a collaborative environment, sharing best practices and supporting the professional development of team members.**Performance & Reporting*** Maintain accurate records of client interactions, relationship status, and business development activities in CRM systems.* Provide regular updates to senior leadership on client retention, new business won, and market feedback.* Achieve performance targets based on client retention and aggregate net revenue growth.**Qualifications*** Bachelor's degree required; advanced degree preferred.* Minimum 12+ years of experience in private client relationship management, investment consulting, wealth management, or related fields.* Proven track record of building and retaining private client relationships, as well as winning new business.* Strong investment acumen and understanding of high-net-worth client needs.* Exceptional communication, presentation, and interpersonal skills.* Ability to work collaboratively in a team-oriented environment.* Willingness to travel as needed.Base salary range for this role:Pay Range Minimum:181500Pay Range Maximum:246800In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.
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$165k-220k yearly est. 4d ago
JPMorgan Private Client Market Director - Palo Alto, CA
Jpmorgan Chase & Co 4.8
Palo Alto, CA jobs
JPMorgan Private Client Market Director - Palo Alto, CA Job Information
Job Identification 210596769
Job Category Relationship Manager
Business Unit Consumer & Community Banking
Posting Date 03/03/2025, 05:11 PM
Locations Palo Alto, CA, United States
Job Schedule Full time
Job Description
At JPMorganChase, we are committed to extraordinary client service, taking care of our employees, and building relationships while maintaining a strong commitment to diversity and inclusion. Using a best-in-class banking, lending, investment solutions and thought leadership, along with cutting edge digital technology, you will be front and center representing our brand and interacting with our employees and clients to offer them the best the firm has to offer.
As a Market Director within JPMorgan Private Client, you will lead and develop a team of highly skilled, office-based Relationship Managers. These managers serve affluent clients with over $1MM in investable assets, catering to their investment, banking, and lending needs. Your role will require strategic thinking, a passion for excellent client service, and a proven track record in building an omni-channel business aimed at meeting the financial needs of affluent clients. You will be responsible for promoting the delivery of comprehensive financial solutions that exceed client expectations and foster long‑term relationships. Your role will also require proficiency in Sales and Practice Management, ensuring dynamic and consistent business performance at both the Relationship Manager and market level.
Job responsibilities
Develop and execute regional strategic plans to grow the affluent client segment and achieve business objectives
Recruit, lead, mentor, and develop a team of exceptional Relationship Managers delivering a holistic set of wealth, banking, and lending solutions for affluent clients with $1MM + in investable assets
Foster a culture and reputation of excellence, collaboration, and continuous improvement with the team and internal stakeholders
Set clear performance expectations and provide regular feedback and coaching to team members
Act as an escalation point for complex client issues, ensuring timely and effective resolution.
Build and maintain strong relationships with key clients and centers of influence.
Foster relationships with leaders across various lines of business to identify collaborative opportunities that enhance client relationships and support prospecting efforts
Represent the company at industry events and networking opportunities to enhance brand visibility and reputation
Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
Ensure teams operated within the firm's risk and controls framework, including the firm's Code of Conduct
Required qualifications, capabilities, and skills
Proven track record of growth and leadership building a business that features a holistic approach to wealth, banking, and lending for affluent clients
Minimum of 10 years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients and at least 5 years of Advisor management experience required
Demonstrated ability to recruit, develop and coach exceptional professionals who can serve affluent clients across their wealth, banking, and lending needs
Ability to foster a client‑centric culture
Strong understanding of wealth management, banking, and lending products and services
Excellent interpersonal, communication, and strategic thinking skills, excellent follow‑through, and a strong commitment to upholding a sound risk and controls environment
Demonstrated ability to build and maintain internal partnerships across various departments to enhance service delivery and client satisfaction
Proven success in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach
Ability to travel 30% of the time
Preferred qualifications, capabilities, and skills
Bachelor's Degree preferred and/or equivalent experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction.
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$141k-191k yearly est. 4d ago
Elite Private Client Market Director
Jpmorgan Chase & Co 4.8
Palo Alto, CA jobs
A leading financial services firm is seeking a Market Director for its Palo Alto location. This role requires a proven track record in leading teams and providing exceptional services to affluent clients. Responsibilities include developing strategic plans, managing a team of Relationship Managers, and enhancing client relationships. Candidates should have 10+ years of experience in banking or financial services and a strong commitment to client service. This position comes with a competitive rewards package and opportunities for advancement.
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$141k-191k yearly est. 4d ago
Affluent Private Client Market Director
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
A leading financial services firm in San Francisco is seeking a Market Director to lead a team of Relationship Managers serving affluent clients with over $1MM in investable assets. This role requires strategic thinking, a focus on client service, and a proven record in business development. Applicants must have extensive banking experience and the ability to work collaboratively across departments. This position offers competitive pay and comprehensive benefits in a diverse work environment.
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$141k-192k yearly est. 4d ago
JPMorgan Private Client Market Director - San Francisco, CA
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
At JPMorganChase, we are committed to extraordinary client service, taking care of our employees, and building relationships while maintaining a strong commitment to diversity and inclusion. Using a best-in-class banking, lending, investment solutions and thought leadership, along with cutting edge digital technology, you will be front and center representing our brand and interacting with our employees and clients to offer them the best the firm has to offer.
As a Market Director within JPMorgan Private Client, you will lead and develop a team of highly skilled, office-based Relationship Managers. These managers serve affluent clients with over $1MM in investable assets, catering to their investment, banking, and lending needs. Your role will require strategic thinking, a passion for excellent client service, and a proven track record in building an omni-channel business aimed at meeting the financial needs of affluent clients. You will be responsible for promoting the delivery of comprehensive financial solutions that exceed client expectations and foster long-term relationships. Your role will also require proficiency in Sales and Practice Management, ensuring dynamic and consistent business performance at both the Relationship Manager and market level.
Job responsibilities
Develop and execute regional strategic plans to grow the affluent client segment and achieve business objectives
Recruit, lead, mentor, and develop a team of exceptional Relationship Managers delivering a holistic set of wealth, banking, and lending solutions for affluent clients with $1MM + in investable assets
Foster a culture and reputation of excellence, collaboration, and continuous improvement with the team and internal stakeholders
Set clear performance expectations and provide regular feedback and coaching to team members
Act as an escalation point for complex client issues, ensuring timely and effective resolution.
Build and maintain strong relationships with key clients and centers of influence.
Foster relationships with leaders across various lines of business to identify collaborative opportunities that enhance client relationships and support prospecting efforts
Represent the company at industry events and networking opportunities to enhance brand visibility and reputation
Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
Ensure teams operated within the firm's risk and controls framework, including the firm's Code of Conduct
Required qualifications, capabilities, and skills
Proven track record of growth and leadership building a business that features a holistic approach to wealth, banking, and lending for affluent clients
Minimum of 10 years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients and at least 5 years of Advisor management experience required
Demonstrated ability to recruit, develop and coach exceptional professionals who can serve affluent clients across their wealth, banking, and lending needs
Ability to foster a client-centric culture
Strong understanding of wealth management, banking, and lending products and services
Excellent interpersonal, communication, and strategic thinking skills, excellent follow-through, and a strong commitment to upholding a sound risk and controls environment
Demonstrated ability to build and maintain internal partnerships across various departments to enhance service delivery and client satisfaction
Proven success in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach
Ability to travel 30% of the time
Preferred qualifications, capabilities, and skills
Bachelor's Degree preferred and/or equivalent experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
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$141k-192k yearly est. 4d ago
Director-Business Operations
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The Global Merchant & Network Services (GMNS) Business Unit acquires and maintains relationships with millions of merchants who welcome American Express-branded cards. The Global Client Group (GCG) in Global Merchant & Network Services serves American Express' largest and most complex global merchants across retail, online and travel-related industries representing over $300B+ of charge volume. Our vision is to be the partner of choice to drive global commerce. Our mission is to drive revenue growth through premium value, service excellence, and high-touch customer engagement.
How will you make an impact in this role?
This newly created Director of Business Operations role is responsible for strengthening how the Global Client Group (GCG) delivers for its customers by driving operational discipline, effective risk management, and strong control execution across our global organization.
This leader will partner closely with Client Managers (CLMs), GCG leadership, and enterprise stakeholders to ensure processes and controls are well designed, clearly understood, and consistently executed - supporting reliable, high-quality outcomes for American Express and our merchant customers.
This role is critical to improving our risk and control function and offers meaningful visibility, closer partnership with senior leadership, and the opportunity to materially improve how the business operates. The Director will be successful by leveraging a strong risk skillset, superior stakeholder engagement abilities, and a passion for supporting a global organization through critical changes.
Key Responsibilities Include:
* Manage day to day business operations and risk execution for GCG, serving as a central point of accountability for how operational risk, controls, and core processes are managed and delivered.
* Embed operational and control rigor into how GCG serves its customers, ensuring risks are identified early, issues are addressed decisively, and customer experience is protected.
* Partner closely with Client Managers to understand business and customer needs, translating those insights into practical process and control enhancements, and working with CLMs to implement changes.
* Drive consistency and uplift across GCG processes and controls, leading the design, implementation, and adoption of improved standards, procedures, and operating practices.
* Monitor, analyze, and drive resolution of Operational Risk Events (OREs), finding, and issues, identifying root causes, surfacing trends, removing roadblocks, and ensuring timely closure.
* Represent GCG in Guardian and enterprise risk initiatives, orchestrating inputs, managing follow-ups, and ensuring outcomes are delivered.
* Analyze risk performance and operational data to surface emerging risks, highlight areas of concern, and provide clear, actionable insights to senior leaders.
* Support governance forums and risk committees by raising key issues, informing discussions, and tracking actions through to completion
* Contribute to longer -term operational and automation solutions by defining business requirements for product roadmaps and ensuring new capabilities improve control effectiveness and execution quality.
* Own and lead execution across multiple, cross-functional initiatives, holding team accountable for delivery and ensuring operational and control changes move from design through implementation across GCG.
Minimum Qualifications:
* 5-7+ years of experience in business operations, operational risk, control management, audit, or related roles.
* Strong understanding of the operational risk management lifecycle.
* Experience in designing and implementing processes and controls in partnership with business teams.
* Proven ability to influence stakeholders across business, technology, and risk functions.
* Track record of driving delivery across multiple initiatives in complex environments.
* Strong analytical and problem-solving skills, with sound judgement.
* Clear, concise communicator - comfortable operating with senior stakeholders.
* Hands-on leadership style with high accountability and follow through.
* Bachelor's Degree required.
Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
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Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions
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