Arts and humanities council director jobs near me - 27 jobs

Flexible work from home days Industry: Financial Services - Mortgage Job Category: Finance / Accounting - Other Finance / Accounting Compensation Base Salary - USD $160,000 to $200,000 Full-time Benefits - Full Relocation Assistance Available - Possible for ideal candidate Commission Compensation - No Bonus Eligible - No Overtime Eligible - No Interview Travel Reimbursed - No Candidate Details Seniority Level - Mid-Senior Management Experience Required - No Minimum Education - Bachelor's Degree Willingness to Travel - Never Security Clearance Required: No Visa Candidate Considered: No Primary Responsibilities: Modeling for hedge effectiveness of HFS Mortgage Pipeline and work closely with hedging provider while analyzing efficacy of various hedging instruments and modeling parameters. Explore application of options to manage the growing convexity risk and manage the unique nature and risk of pipeline with growing share of longer-term products like salable construction to perm and extended locks. This position will be responsible to develop a robust performance monitoring and feedback. The development of back-testing and stress-testing of the HFS rate lock exposure versus actual pull-thru and the integration of a dynamic market rate, yield curve and market volatility impact on related models. Developing a framework to manage the MSR hedge utilizing various derivatives instrument including Options, TBA, Swaps and Eurodollars. Devising a framework for MSR valuation with third party for regular mark to market and sensitivity of MSR values net of hedge and reporting. Growing our risk analytics and risk reporting and implementation of a dynamic risk measurement and reporting package to support Manager of Capital Markets in the overall Pipeline/Warehouse and reporting activities and P& l tracking and explanation. Review, recommend and document all related policies and procedures in accordance ALCO risk control framework. Applying advanced analytics & modeling skills to support various functions in secondary marketing including pricing analysis, market share studies and suggest strategies to grow our business Develop process to manage securitization and specified pool trading. Knowledge of trade to pool allocation and settlement. Expected to start with Ginnie pools and then follow up with Fannie and Freddie pooling and allocation. Coordinates monthly and/or quarterly market-to-market profitability with the Finance Department. Review of existing and alternative vendor models for hedge service and pricing engine and recommend and implement changes if required. Familiarity and involvement with other roles in secondary marketing including pricing, lock desk functions, product development process and loan sale. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporations risk management program. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent communication skills, both written and verbal Excellent management skills Excellent project management skills Detail-oriented Ability to work and multi-task in a fast paced environment Excellent organizational, analytical and interpersonal skills Strong knowledge of secondary residential markets , interest rates, derivatives, options trading and modeling , hedging mortgages and MSR , MBS trading, best execution and specified pools. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Skills and Certifications [note: bold skills and certification are required] MSR Derivatives Ideal Candidate Must have excellent MSR pipeline experience Candidate must be based in Pittsburgh. If not currently, must relocate before or shortly after start date.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make a meaningful impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Description The Vice President of Development Manager oversees software engineering talent across multiple development teams, working independently and cross-functionally to ensure delivery of high-quality solutions. This role requires expertise in financial, trading, and advisory technologies and plays a critical part in designing and developing cloud-native and on-premises services that support LPL's cloud strategy and migration to AWS. Responsibilities * Lead research, design, architecture, and development of enterprise services on AWS, including EC2, S3, ECS, EKS, RDS, Lambda, and API Gateway. * Build collaborative relationships with architecture, data, product, and business teams to scale platforms, improve resiliency, and modernize systems. * Implement guardrails to enable self-service and frictionless delivery for teams building end-to-end applications in the cloud. * Develop solutions for complex challenges through logical analysis and objective evaluation of evidence and assumptions. * Measure success through delivery velocity, defect remediation, and value creation for trading platforms. * Provide technical leadership and ensure adherence to modernization practices, cloud standards, SDLC, and release management processes. * Influence cross-functional teams to adopt best practices and drive process improvements. * Maintain, troubleshoot, optimize, and enhance trading platform applications. * Ensure compliance with service level agreements and contingency plans for system and application availability. What Are We Looking For? We're seeking collaborative leaders who thrive in fast-paced environments and deliver exceptional results. Our ideal candidates embrace innovation, act with integrity, and contribute to a culture of continuous improvement and shared success. Requirements * Minimum 5 years of experience in technology leadership roles involving software development, engineering best practices, product development, and delivery. * At least 3 years of experience designing and deploying infrastructure using AWS services, including EC2, S3, ECS, EKS, ELB, RDS, EFS, EBS, Route53, and API Gateway. * 5+ years of experience with messaging and streaming technologies (EMS, MQ, Kafka) and programming languages such as C#, Java, or Python. * 7+ years of experience building event-driven, high-availability, low-latency platforms for trading systems. * 7+ years of experience in capital markets with a working knowledge of financial, trading, and advisory platforms. Preferences * Experience with cloud migration strategies and modernization initiatives. * Familiarity with DevOps practices and CI/CD pipelines. * Knowledge of security best practices in cloud environments. Pay Range: $155,288-$258,813/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC12.9.25

Job Level: Vice President Job Function: Change Management Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $126,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Manage end-to-end delivery for large-scale transformation program or portfolio of programs. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. Role Objectives: Delivery Manage end-to-end delivery against large-scale transformation program or portfolio of programs. Define program stakeholders, scope, timing, resource requirements and deliverables. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Create central transformation office and assign clear roles and responsibilities to establish ownership of programs and deliverables. Implement standardized templates and communication channels to drive transparency and consistency across work-streams. Identify and mobilize subject-matter experts throughout the organization to contribute as required. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. Modify program plan and/or timelines as necessary in coordination with business stakeholders. Role Objectives: Interpersonal Form strong partnerships with business stakeholders across the enterprise to agree and refine program scope, timelines and target deliverables. Promote coordination between program work-streams to ensure alignment and awareness of over-arching program objectives. Partner with impacted product and process owners to inform program delivery and objectives. Share expected outcomes and impact assessments to encourage buy-in on target end state. Cultivate and maintain internal network of subject matter experts to advise on questions and contribute to program delivery as required. Align with transformation teams in other regions or disciplines to share best practice and collaborate on cross-divisional or cross-regional initiatives as appropriate. Role Objectives: Expertise Demonstrate a strong awareness of business stakeholder requirements and organizational context through delivery of complete, timely and sustainable transformation outcomes. Leverage excellent organizational skills to establish and manage well-structured transformation teams with clear roles and responsibilities. Employ communication skills to articulate a clear vision of transformation deliverables and encourage buy-in across all stakeholder groups, including business leadership, process owners and infrastructure partners. Continuously solicit feedback and insights from stakeholders and subject-matter experts to inform improvements to program plans. Engage Six Sigma, lean and/or agile techniques as appropriate. Qualifications and Skills Recommended years of experience: 7 Additional Requirements SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. Nearest Major Market: New York City

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $126,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** Manage end-to-end delivery for large-scale transformation program or portfolio of programs. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. **Role Objectives: Delivery** Manage end-to-end delivery against large-scale transformation program or portfolio of programs. Define program stakeholders, scope, timing, resource requirements and deliverables. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Create central transformation office and assign clear roles and responsibilities to establish ownership of programs and deliverables. Implement standardized templates and communication channels to drive transparency and consistency across work-streams. Identify and mobilize subject-matter experts throughout the organization to contribute as required. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. Modify program plan and/or timelines as necessary in coordination with business stakeholders. **Role Objectives: Interpersonal** Form strong partnerships with business stakeholders across the enterprise to agree and refine program scope, timelines and target deliverables. Promote coordination between program work-streams to ensure alignment and awareness of over-arching program objectives. Partner with impacted product and process owners to inform program delivery and objectives. Share expected outcomes and impact assessments to encourage buy-in on target end state. Cultivate and maintain internal network of subject matter experts to advise on questions and contribute to program delivery as required. Align with transformation teams in other regions or disciplines to share best practice and collaborate on cross-divisional or cross-regional initiatives as appropriate. **Role Objectives: Expertise** Demonstrate a strong awareness of business stakeholder requirements and organizational context through delivery of complete, timely and sustainable transformation outcomes. Leverage excellent organizational skills to establish and manage well-structured transformation teams with clear roles and responsibilities. Employ communication skills to articulate a clear vision of transformation deliverables and encourage buy-in across all stakeholder groups, including business leadership, process owners and infrastructure partners. Continuously solicit feedback and insights from stakeholders and subject-matter experts to inform improvements to program plans. Engage Six Sigma, lean and/or agile techniques as appropriate. **Qualifications and Skills** Recommended years of experience: 7 **Additional Requirements** SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com. EOE, including Disability/veterans

The mission of the Global Security (GS) team is the protection of the firm's people and assets, ensuring the safety and soundness of JPMorgan Chase's business operations throughout the world. GS works to minimize disruption and threats that undermine our businesses' ability to serve our customers by staying in front of external and internal risks, screening all new employees, protecting our franchises when needed with thorough investigations, ensuring the safety of business travelers, and working to keep our businesses open during extraordinary situations from weather disruptions to local protests. As a manager on the GS Vulnerable Adult Investigations team, the incumbent will supervise and direct the activities of a team of investigators and perform investigations of elder/ vulnerable adult financial exploitation. You will be focused on root cause analysis, quantifying risk and ensuring compliance with the GS Vulnerable Adult Investigations Procedure, then communicating those findings to management in a fashion that prompts them to initiate systems, process, and procedural change to address the identified areas of concern. Job responsibilities: Manages the investigation process with a focus on gathering evidence for elder/ vulnerable adult investigations while ensuring compliance with regulatory requirements as well as internal policies and procedures. Ensuring team compliance and collaboration with referrals to applicable Adult Protective Service (APS) agencies and/or state regulators. Works closely with Risk and other key Line of Business (LOB) personnel to analyze controls based on investigation findings and recommend enhancements/remediation when deficiencies or opportunities are identified.. Works closely with Americans with Disabilities Act (ADA) Compliance, ADA Works effectively with JPMC's technology support teams to discover how frauds occur through a deep understanding of JPMC systems and the processes that support them. Maintains strong liaison and working relationships with all federal, state and local law enforcement and regulatory agencies, including international enforcement agencies. Ensures to incorporate feedback from Investigators to identify credible, actionable intelligence. Required qualifications, capabilities, and skills: Bachelor's degree in Criminal Justice, Business, related field or work experience 10+ years of experience in financial fraud investigations or related law enforcement Advanced understanding of fraud and risk, working with internal management, and acting as a liaison with the law enforcement community at the local, state, federal, and international levels Ability to manage staff and/or work remotely as the business model has the team spread across diverse geographies Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors Able to articulate sophisticated fact patterns to non-technical line of business risk partners and memorialize investigations into regular reporting requirements Excellent written and verbal communication skills are required Preferred qualifications, capabilities, and skills: JD or MBA Industry recognized certifications such as CFE, PCI, etc. are preferred Court room testimony experience JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. Equal Opportunity Employer/Disability/Veterans

Division: Executive Department: Internal Audit Reports to: EVP, Chief Internal Audit Officer Status: Exempt/Officer Grade: 12 Salary Range: $80,083 - $170,031 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Hybrid within MA, RI, VT, Albany, NY, Hartford, CT Purpose/Objective: Internal auditing is an independent, objective assurance and consulting activity designed to add value and improve an organization's operations. It helps the organization accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. Auditors ensure that the organization is held accountable to its stakeholders and shareholders. As such, internal auditors are key to the organization's success and BE First values. The VP, Senior Audit Manager is responsible for leading and overseeing and/or assisting with audit reviews and testing of various operational, financial, regulatory, governance, technology, etc., aspects of the company. In the conduct of these audits, the VP, Senior Audit Manager will direct audit staff, prepare work papers to support observations, review subordinates work papers, prepare draft observations, conduct exit meetings with audited departments at the conclusion of field work and recommend internal control improvements or operational efficiency enhancements as appropriate. This position requires discretion and tact in handling confidential and sensitive information relating to overall Beacon Financial Corporation policies and operations, specific divisions and departments, personnel, and/or clients. Auditors must remain independent from management and operational duties while exercising significant professional judgment regarding the interpretation of issues and requirements in an environment of change and complexity. This position requires a high level of confidentiality. Key Accountabilities: Plans and executes internal audit projects approved by the Audit Committee or assigned by the EVP, Chief Internal Audit Officer. Duties involve establishing audit objectives and scope, planning audits, developing work programs, conducting kickoff meetings, status updates, conducting closing meetings, and reporting. Maintain and administer a comprehensive risk based annual audit plan based on the COSO and IIA standards. Direct staff members in the execution of the annual audit plan, including review and feedback on work papers. Prepare and review audit work papers in support of internal control observations and areas of improvement. Continuously review and update audit policies, methods, and procedures to ensure consistent monitoring of internal controls. Schedule staff assignments to ensure audits are completed in a timely manner. Draft internal audit reports. Participate in the development and restructuring of policies, methods, and procedures to ensure a sound internal control framework is established throughout the organization. Assist with and help maintain the updating of the audit tracking matrix as appropriate. Additionally: Assist Audit management in development, implementation, and administration of procedures that govern work practices, standards, work papers, etc. Act as a liaison for internal audit on audit -related matters for the organization. This may include interacting with external auditors and federal/ state examiners. Collaborate and consult effectively with management and staff throughout the organization. Understand disaster recovery planning and/or business continuity planning. Perform consultative tasks as requested. Think outside of the box and develop ideas to help the organization balance operational requirements and business needs against risks to the control environment. Understand and be accountable for appropriate time budgets. Perform or assist with other Internal Audit duties or special projects as required. Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Education: Degree in Accounting, Finance, or Business, or related fields or equivalent work experience Certified Information Systems Auditor (CISA), Certified Internal Auditor (CIA), Certified Public Accountant (CPA), or Certified Risk Management Assurance (CRMA) preferred Experience: 9+ years of experience in related field or field(s) 5+ years of banking experience, or financial/accounting/ business/ consulting preferred Experience managing or supervising others Skills & Knowledge: Strong analytical and organizational skills Working knowledge of computer programs such as Excel and Access Strong written and verbal communication skills High level knowledge of Bank operations and financial reporting Ability to work independently We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.

Job Description The Treasury Management RM Manager - Vice President leads a team of Business Relationship Officers focused on expanding and deepening treasury management relationships across the bank's business banking customers. A primary responsibility of this role is growing deposits through purposeful client engagement and the delivery of high‑value solutions. This individual will drive strategic client engagement initiatives and collaborate closely with lending and product teams to deliver innovative, value-driven solutions. The role is ideal for a seasoned leader with a proven track record in business development, client engagement, and cross-functional collaboration. Essential Functions: Manage and grow a portfolio of Treasury Management clients, ensuring high levels of satisfaction and retention by leading the Treasury Management Business Relationship Officer team, setting performance expectations and coaching for success. Define and implement a structured sales program with consistent product offerings and timelines tailored to market segments. Develop strong relationships with top-tier lending and non-lending customers. Define frequency of interactions, key stakeholders, and conversation topics (e.g., relationship reviews, product efficiency opportunities, fraud prevention). Serve as liaison between Commercial Lending Officers and Product Management across all regions. Develop and execute comprehensive penetration strategies for Treasury Management products. Address gaps and promote digital payment solutions to maximize efficiencies. Collaborate with the Deposit Strategy Officer - VP to establish deposit growth targets for both lending and non-lending relationships. Identify and pursue new customer prospects, including industry-specific targets. Partner with UBT's marketing team to promote product value and showcase technological investments. Utilize account analysis software to develop pricing strategies and digital service incentives. Identify and assign non-business development activities to appropriate areas. Collaborate with the Customer Care Manager to streamline onboarding processes. Evaluate team workload and recommend staffing levels for relationship managers. Define core product knowledge expectations for Business Relationship Officers. Deliver interactive product demonstrations and lead new hire training programs. Develop a working knowledge of Treasury Management-related income and expense drivers. Ensure direct reports are trained and comply with bank policy, laws, and regulations applicable to their roles. Monitor their adherence to internal controls and take action to address employee performance issues. Understand and adheres to all bank policies, laws, and regulations applicable to their role. Complete compliance training. Follow internal processes and controls as required. Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies. Regular and reliable attendance is an essential function of this position. Perform other job-related duties or special projects as assigned. Qualifications: Bachelor's degree in business administration, finance, or related field. Certified Treasury Professional (CTP) preferred. Preferred minimum of seven years' Treasury Management or commercial banking experience. Strong understanding of commercial banking products, payment systems, and digital treasury solutions. Proven experience managing and developing high-performing business development teams. Demonstrated ability to use data to drive strategic decisions and performance metrics. Proficient in Microsoft Office Products and Treasury platforms. Valid Nebraska driver's license. Preferred Talents: Strong leadership and team building skills Strategic thinker with a results-oriented mindset Strong interpersonal and communication skills Analytical and tech-savvy Customer-centric. Independent with good judgment Self-directed and takes initiative Working Environment: Indoor work - occasional exposure to outdoor elements or hazards. Occasional lifting and or carrying up to 25 lbs. Some travel required. This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding. PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Responsibilities: Report and monitor positions against market risk metrics and limits. Liaise closely with trading desks to understand market trends in relation to portfolio changes. Review and challenge risks related to new products, structured transactions and business strategies. Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators. Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability. Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure. Identify issues in both historical market data, security reference data, and front office pricing. Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models. Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience: Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and 5 years of progressively responsible experience in the job offered or a related Quantitative occupation. Must include 5 years of experience in each of the following: Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output; Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis; Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and; Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: Bank of America N.A. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$160,000.00 - $170,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

The mission of the Global Security (GS) team is the protection of the firm's people and assets, ensuring the safety and soundness of JPMorgan Chase's business operations throughout the world. GS works to minimize disruption and threats that undermine our businesses' ability to serve our customers by staying in front of external and internal risks, screening all new employees, protecting our franchises when needed with thorough investigations, ensuring the safety of business travelers, and working to keep our businesses open during extraordinary situations from weather disruptions to local protests. As a manager on the GS Vulnerable Adult Investigations team, the incumbent will supervise and direct the activities of a team of investigators and perform investigations of elder/ vulnerable adult financial exploitation. You will be focused on root cause analysis, quantifying risk and ensuring compliance with the GS Vulnerable Adult Investigations Procedure, then communicating those findings to management in a fashion that prompts them to initiate systems, process, and procedural change to address the identified areas of concern. Job responsibilities: Manages the investigation process with a focus on gathering evidence for elder/ vulnerable adult investigations while ensuring compliance with regulatory requirements as well as internal policies and procedures. Ensuring team compliance and collaboration with referrals to applicable Adult Protective Service (APS) agencies and/or state regulators. Works closely with Risk and other key Line of Business (LOB) personnel to analyze controls based on investigation findings and recommend enhancements/remediation when deficiencies or opportunities are identified.. Works closely with Americans with Disabilities Act (ADA) Compliance, ADA Works effectively with JPMC's technology support teams to discover how frauds occur through a deep understanding of JPMC systems and the processes that support them. Maintains strong liaison and working relationships with all federal, state and local law enforcement and regulatory agencies, including international enforcement agencies. Ensures to incorporate feedback from Investigators to identify credible, actionable intelligence. Required qualifications, capabilities, and skills: Bachelor's degree in Criminal Justice, Business, related field or work experience 10+ years of experience in financial fraud investigations or related law enforcement Advanced understanding of fraud and risk, working with internal management, and acting as a liaison with the law enforcement community at the local, state, federal, and international levels Ability to manage staff and/or work remotely as the business model has the team spread across diverse geographies Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors Able to articulate sophisticated fact patterns to non-technical line of business risk partners and memorialize investigations into regular reporting requirements Excellent written and verbal communication skills are required Preferred qualifications, capabilities, and skills: JD or MBA Industry recognized certifications such as CFE, PCI, etc. are preferred Court room testimony experience JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. Equal Opportunity Employer/Disability/Veterans

Title Documentation & Funding Manager - VP (Equipment Finance, Capital Markets) The Documentation & Funding Manager - VP-FF&L is responsible for managing operations of the Regional Direct business channel as it relates to documentation preparation, review and funding coordination. Pay Range: $126,048 - $132,714 - $143,016Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Provides oversight of the day -to-day operation and administration of Regional Direct business channel functions which include documentation preparation, documentation review, funding and general ledger reconciliation. Provide subject matter expertise, guidance and direction to SF employees within the department and outside of the department as it relates to other SF business channels including Vehicle Finance, Indirect Finance, Direct Finance, and Capital Markets. Works with other departments, team members and clients to assure a timely and efficient funding process. Ensure team workload is completed daily and clients are informed of progress. Serve as a direct liaison between Signature Bank Group Directors and Signature Financial Executive Sales Officers as it relates to transaction workflow and completion. Assist the VP, Director of Operations in the creation and enforcement of procedures specific to the regional direct business channel. Recommend potential improvements to current procedures. Assist junior staff with escalated issues, troubleshooting and expertise. Provide guidance and participate in the structuring of complex, and large transactions in accordance to industry practices, bank standards and departmental procedures. Review and negotiate modifications to documentation requested by clientele. Make decisions based on overall knowledge of industry as well as a keen understanding of the financial strengths and weakness of the client. Approve high level funding and Documentation exceptions and waivers, while maintaining consistency with internal policies and procedures. Perform quality control of transactions reviewed and or prepared by junior documentation specialists. Calculate Executive Sales Officer Incentive Credits (commission) and provide reporting to SF Executive Management as well as Signature Bank finance department. Uses independent judgement and discretion to make decisions. Analyzes and resolves problems. Responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements. ADDITIONAL ACCOUNTABILITIES Performs special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. JOB REQUIREMENTS Required Qualifications: Education level required: Undergraduate Degree (4 years or equivalent). Minimum experience required: 6+ Years prior banking and/or finance experience in a commercial lending environment required. Preferred Qualifications: Prior management experience. Job Competencies: Advanced knowledge of lease and loan documentation processing required, including proven knowledge of the complexities of documentation and risks inherent in the documentation process. Excellent verbal and written communication skills. Ability to communicate with management as well as Private Client Groups throughout the Bank. Proficiency with industry related software required; Proficiency in Microsoft Word and Excel required. Ability to make modifications to documents in order to maintain safety and soundness. Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results. Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience. Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders. Physical demands (ADA): No unusual physical exertion is involved. Flagstar is an Equal Opportunity Employer Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, and 2023 Top Workplaces USA national award in 2022, 2023, and 2024 Newsweek's America's Best Banks 2023, and 2024 Newsweek's America's Greatest Workplaces for Women 2025 U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Job Purpose This position is a sales leader and management position that is responsible for growing the Bank profitability by coaching and developing the assigned retail team to develop new relationships within Bank & Segment guidelines while maintaining and expanding existing relationships which meet the Bank's profitability and credit/risk standards. This position will also be responsible for recruiting and hiring of additional members to their assigned retail team. This position must work with all lines of business to increase referrals. This position will be responsible to achieve defined balance sheet and income statement goals assigned to their region. This is position focuses on the success of the team by delivering top of class service to the Bank's clients and prospects. This position will also be responsible for ensuring their assigned team is within compliance, regulatory, and risk guidelines and will be responsible for the adherence of these items. Lead by coaching and actively participating with their assigned branches to success by the defined metrics. Job Duties Responsible for the profit and loss goals, balance sheet growth goals, and activity achievement for their assigned retail team(s). Actively work with team through coaching and calling to achieve stated goals. Collaboratively develop tactics and strategies for success. Responsible for assigned retail team to generate new and expand existing relationships to achieve specific production and portfolio growth goals. Ensure achievement loan and deposit production/balance growth goals. Responsible for the direct management of assigned Retail associates, primarily through the branch managers. Duties include recruiting, hiring, training, outside calling, performance monitoring and management, coaching, and overall leadership of the employees. Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable. Utilization of Salesforce (CRM system) for client and prospect interactions, sales and service opportunities, and overall performance management. Establish and maintain communication with direct reports and their teams. Responsible for regular team meetings/training sessions/coaching sessions to provide feedback with actionable items to ensure success. Lead associates in the Peoples way and culture. Coach and lead assigned team to exceptional customer service. Coach and share best practices. Initiate and maintain effective partnerships with assigned partners. Frequent and regular in-person contact with branch managers to make joint calls and plan branch focused sales efforts is required. Work with appropriate credit partners to assist in loan presentations for approval. Lead team to achieve goals for quality and quantity of sales calls on customers, prospects and centers of influence to generate incremental revenues. Actively utilize Salesforce to manage clients and prospect relationships. Maintain proficiency in all applicable loan, deposit, cash management and other Bank products and services. Expertise is required in matching features and benefits of bank products and services to meet customer and prospect needs by using the Peoples Bank Sales Process. Coach and lead banker(s) through value added sales efforts. Must have the ability to recognize need based sales opportunities and make referrals to partners in Treasury/Cash Management, Insurance, Trust and Investments, Commercial, and Business Banking segments Analyze financial information provided by customers, prospects, and centers of influence to determine questions to ask and to decide on whether the request should be pursued. Proactively manage loan and deposit portfolio to ensure portfolio risk is minimized. Lead the team to minimize delinquency, eliminate internal loan documentation exceptions, secure timely renewal of all maturing or expiring lines of credit, maintain current personal and corporate financial statements and other required data, and minimize classified assets and charge offs. Adhere to bank and regulatory and compliance policies and procedures. Actively participate in community and civic organizations to develop and enhance a network of potential COI and customers while achieving Peoples Bank objective of involvement as a community bank. Work with other lines of business collaboratively and be a team player to all. Coach assigned team to cross sell of other bank products and services to meet client needs. Coach bankers to effectively and independently source new business opportunities and work within defined compliance, regulatory, and risk processes. Will perform special projects as assigned. Education, Experience and Job Skills Bachelor's degree in business strongly preferred or equivalent work experience. 5 years of financial services experience. A minimum of 2 years of leadership or prior financial management experience. Must be an energetic self-starter that works well with others but can also work on their own. Proficient in commercial/business lending and credit acumen. Must have the ability to interpret financial situations and problem solve as needed. Understanding of Balance Sheets, Income Statements and Tax Returns. Ability to read, understand, and direct teams through data of profit and loss statements, balance sheets, and production reports. Excellent consumer credit acumen. Ability to manage numerous tasks simultaneously and effective. The ability to prioritize projects and situations. Ability to motivate, develop, and lead teams. Excellent time management skills. Proven sales management experience with success. Energetic, positive, enthusiastic team player. Must be willing to make joint and solo calls on customers, prospects and centers of influence. Highly effective communication skills, verbal and written. Proficient in all Microsoft Office Software and familiarity with CRM utilization for sales tracking and utilizing sales tools. Ability to prepare and manage to budgets. Remain current on retail and small business banking industry trends. Decision maker. Ability to successfully speak in front of groups of people to deliver clear and concise messages/directions/presentations. Valid Driver's License and daily reliable transportation. Regional travel and possible overnight travel. Basic Qualifications Bachelor's degree in business strongly preferred or equivalent work experience. 5 years of financial services experience. A minimum of 2 years of leadership or prior financial management experience. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make a meaningful impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Description The Vice President of Development Manager oversees software engineering talent across multiple development teams, working independently and cross-functionally to ensure delivery of high-quality solutions. This role requires expertise in financial, trading, and advisory technologies and plays a critical part in designing and developing cloud-native and on-premises services that support LPL's cloud strategy and migration to AWS. Responsibilities * Lead research, design, architecture, and development of enterprise services on AWS, including EC2, S3, ECS, EKS, RDS, Lambda, and API Gateway. * Build collaborative relationships with architecture, data, product, and business teams to scale platforms, improve resiliency, and modernize systems. * Implement guardrails to enable self-service and frictionless delivery for teams building end-to-end applications in the cloud. * Develop solutions for complex challenges through logical analysis and objective evaluation of evidence and assumptions. * Measure success through delivery velocity, defect remediation, and value creation for trading platforms. * Provide technical leadership and ensure adherence to modernization practices, cloud standards, SDLC, and release management processes. * Influence cross-functional teams to adopt best practices and drive process improvements. * Maintain, troubleshoot, optimize, and enhance trading platform applications. * Ensure compliance with service level agreements and contingency plans for system and application availability. What Are We Looking For? We're seeking collaborative leaders who thrive in fast-paced environments and deliver exceptional results. Our ideal candidates embrace innovation, act with integrity, and contribute to a culture of continuous improvement and shared success. Requirements * Minimum 5 years of experience in technology leadership roles involving software development, engineering best practices, product development, and delivery. * At least 3 years of experience designing and deploying infrastructure using AWS services, including EC2, S3, ECS, EKS, ELB, RDS, EFS, EBS, Route53, and API Gateway. * 5+ years of experience with messaging and streaming technologies (EMS, MQ, Kafka) and programming languages such as C#, Java, or Python. * 7+ years of experience building event-driven, high-availability, low-latency platforms for trading systems. * 7+ years of experience in capital markets with a working knowledge of financial, trading, and advisory platforms. Preferences * Experience with cloud migration strategies and modernization initiatives. * Familiarity with DevOps practices and CI/CD pipelines. * Knowledge of security best practices in cloud environments. Pay Range: $155,288-$258,813/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC12.9.25

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $126,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Manage end-to-end delivery for large-scale transformation program or portfolio of programs. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. Role Objectives: Delivery Manage end-to-end delivery against large-scale transformation program or portfolio of programs. Define program stakeholders, scope, timing, resource requirements and deliverables. Engage stakeholders across multiple business divisions to ensure alignment and participation and agree on target end state and ownership. Create central transformation office and assign clear roles and responsibilities to establish ownership of programs and deliverables. Implement standardized templates and communication channels to drive transparency and consistency across work-streams. Identify and mobilize subject-matter experts throughout the organization to contribute as required. Monitor delivery throughout the life of the transformation effort and assess outcomes to ensure completeness and sustainability. Modify program plan and/or timelines as necessary in coordination with business stakeholders. Role Objectives: Interpersonal Form strong partnerships with business stakeholders across the enterprise to agree and refine program scope, timelines and target deliverables. Promote coordination between program work-streams to ensure alignment and awareness of over-arching program objectives. Partner with impacted product and process owners to inform program delivery and objectives. Share expected outcomes and impact assessments to encourage buy-in on target end state. Cultivate and maintain internal network of subject matter experts to advise on questions and contribute to program delivery as required. Align with transformation teams in other regions or disciplines to share best practice and collaborate on cross-divisional or cross-regional initiatives as appropriate. Role Objectives: Expertise Demonstrate a strong awareness of business stakeholder requirements and organizational context through delivery of complete, timely and sustainable transformation outcomes. Leverage excellent organizational skills to establish and manage well-structured transformation teams with clear roles and responsibilities. Employ communication skills to articulate a clear vision of transformation deliverables and encourage buy-in across all stakeholder groups, including business leadership, process owners and infrastructure partners. Continuously solicit feedback and insights from stakeholders and subject-matter experts to inform improvements to program plans. Engage Six Sigma, lean and/or agile techniques as appropriate. Qualifications and Skills Recommended years of experience: 7 Additional Requirements SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fostering career growth. As a leader in our organization, you'll be at the forefront of innovation, working in a collaborative environment that values your skills and contributions. As a Vice President in the Domestic Trust Services / Fund Servicing team, you will support our Endowment and Foundation and Trust clients by providing accounting services and transactional support and processing. This position requires the understanding of advances accounting, cash, and securities movement methodologies. General responsibilities include partnering with internal and external partners and communicating with external clients/partners to gather and process information. Job responsibilities Organize daily priorities to ensure deliverables are met for assigned activities. Process daily activities which include digital mail, subaccount, cash movement, securities movement of endowment and foundations and privately held entities. Be a subject matter expert on the methodologies of accounting, cash and securities movement. Display problem solving, analytical skills and independent decision making in line with position. Conducts quality control over other's work. Be flexible and engaged with team members to meet departments deliverables. Lead, mentor, and participate in the development of associates. Be available to provide input to, test and help implement innovative technology as needed. Manage internal and external technology including Third Party Oversight management as needed. Support the development of marketing products and poses the ability to engage external U.S. banking clients. Required qualifications, capabilities, and skills An undergraduate degree in Finance/Accounting or equivalent professional experience. Advanced understanding of investment account statements from financial institutions. Ability to interact with U.S. based clients to support product initiatives. Ability to partner with other business associates to develop process improvement strategies, integrate processes, and execute changes to or implementation of new processes. Ability to take ownership and be accountable. Ability to prioritize and manage multiple responsibilities simultaneously. Aptitude for analyzing issues and information accurately and demonstrating effective issue resolution and decision-making skills (fact-based decisions). Proficiency with Microsoft applications (Word, Excel, Access, PowerPoint). Preferred qualifications, capabilities, and skills Fund accounting and/or experience with privately held companies. Experience of various banking/accounting software applications. Experience developing/converting to new banking/accounting software. People management/engagement experience and skills.

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: * American Banker Best Banks to Work For in 2021, 2022, and 2023 * Top Workplaces USA national award in 2022, 2023, and 2024 * Newsweek's America's Best Banks 2023, and 2024 * Newsweek's America's Greatest Workplaces for Women 2025 * U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Job Purpose This position is a sales leader and management position that is responsible for growing the Bank profitability by coaching and developing the assigned retail team to develop new relationships within Bank & Segment guidelines while maintaining and expanding existing relationships which meet the Bank's profitability and credit/risk standards. This position will also be responsible for recruiting and hiring of additional members to their assigned retail team. This position must work with all lines of business to increase referrals. This position will be responsible to achieve defined balance sheet and income statement goals assigned to their region. This is position focuses on the success of the team by delivering top of class service to the Bank's clients and prospects. This position will also be responsible for ensuring their assigned team is within compliance, regulatory, and risk guidelines and will be responsible for the adherence of these items. Lead by coaching and actively participating with their assigned branches to success by the defined metrics. Job Duties * Responsible for the profit and loss goals, balance sheet growth goals, and activity achievement for their assigned retail team(s). * Actively work with team through coaching and calling to achieve stated goals. * Collaboratively develop tactics and strategies for success. * Responsible for assigned retail team to generate new and expand existing relationships to achieve specific production and portfolio growth goals. Ensure achievement loan and deposit production/balance growth goals. * Responsible for the direct management of assigned Retail associates, primarily through the branch managers. Duties include recruiting, hiring, training, outside calling, performance monitoring and management, coaching, and overall leadership of the employees. * Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable. * Utilization of Salesforce (CRM system) for client and prospect interactions, sales and service opportunities, and overall performance management. * Establish and maintain communication with direct reports and their teams. * Responsible for regular team meetings/training sessions/coaching sessions to provide feedback with actionable items to ensure success. Lead associates in the Peoples way and culture. * Coach and lead assigned team to exceptional customer service. * Coach and share best practices. * Initiate and maintain effective partnerships with assigned partners. Frequent and regular in-person contact with branch managers to make joint calls and plan branch focused sales efforts is required. * Work with appropriate credit partners to assist in loan presentations for approval. * Lead team to achieve goals for quality and quantity of sales calls on customers, prospects and centers of influence to generate incremental revenues. * Actively utilize Salesforce to manage clients and prospect relationships. * Maintain proficiency in all applicable loan, deposit, cash management and other Bank products and services. Expertise is required in matching features and benefits of bank products and services to meet customer and prospect needs by using the Peoples Bank Sales Process. Coach and lead banker(s) through value added sales efforts. * Must have the ability to recognize need based sales opportunities and make referrals to partners in Treasury/Cash Management, Insurance, Trust and Investments, Commercial, and Business Banking segments * Analyze financial information provided by customers, prospects, and centers of influence to determine questions to ask and to decide on whether the request should be pursued. * Proactively manage loan and deposit portfolio to ensure portfolio risk is minimized. * Lead the team to minimize delinquency, eliminate internal loan documentation exceptions, secure timely renewal of all maturing or expiring lines of credit, maintain current personal and corporate financial statements and other required data, and minimize classified assets and charge offs. * Adhere to bank and regulatory and compliance policies and procedures. * Actively participate in community and civic organizations to develop and enhance a network of potential COI and customers while achieving Peoples Bank objective of involvement as a community bank. * Work with other lines of business collaboratively and be a team player to all. * Coach assigned team to cross sell of other bank products and services to meet client needs. * Coach bankers to effectively and independently source new business opportunities and work within defined compliance, regulatory, and risk processes. * Will perform special projects as assigned. Education, Experience and Job Skills * Bachelor's degree in business strongly preferred or equivalent work experience. * 5 years of financial services experience. * A minimum of 2 years of leadership or prior financial management experience. * Must be an energetic self-starter that works well with others but can also work on their own. * Proficient in commercial/business lending and credit acumen. Must have the ability to interpret financial situations and problem solve as needed. Understanding of Balance Sheets, Income Statements and Tax Returns. * Ability to read, understand, and direct teams through data of profit and loss statements, balance sheets, and production reports. * Excellent consumer credit acumen. * Ability to manage numerous tasks simultaneously and effective. * The ability to prioritize projects and situations. * Ability to motivate, develop, and lead teams. * Excellent time management skills. * Proven sales management experience with success. * Energetic, positive, enthusiastic team player. * Must be willing to make joint and solo calls on customers, prospects and centers of influence. * Highly effective communication skills, verbal and written. * Proficient in all Microsoft Office Software and familiarity with CRM utilization for sales tracking and utilizing sales tools. * Ability to prepare and manage to budgets. * Remain current on retail and small business banking industry trends. * Decision maker. * Ability to successfully speak in front of groups of people to deliver clear and concise messages/directions/presentations. * Valid Driver's License and daily reliable transportation. * Regional travel and possible overnight travel. Basic Qualifications * Bachelor's degree in business strongly preferred or equivalent work experience. * 5 years of financial services experience. * A minimum of 2 years of leadership or prior financial management experience. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make a meaningful impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Description The Vice President of Development Manager oversees software engineering talent across multiple development teams, working independently and cross-functionally to ensure delivery of high-quality solutions. This role requires expertise in financial, trading, and advisory technologies and plays a critical part in designing and developing cloud-native and on-premises services that support LPL's cloud strategy and migration to AWS. Responsibilities * Lead research, design, architecture, and development of enterprise services on AWS, including EC2, S3, ECS, EKS, RDS, Lambda, and API Gateway. * Build collaborative relationships with architecture, data, product, and business teams to scale platforms, improve resiliency, and modernize systems. * Implement guardrails to enable self-service and frictionless delivery for teams building end-to-end applications in the cloud. * Develop solutions for complex challenges through logical analysis and objective evaluation of evidence and assumptions. * Measure success through delivery velocity, defect remediation, and value creation for trading platforms. * Provide technical leadership and ensure adherence to modernization practices, cloud standards, SDLC, and release management processes. * Influence cross-functional teams to adopt best practices and drive process improvements. * Maintain, troubleshoot, optimize, and enhance trading platform applications. * Ensure compliance with service level agreements and contingency plans for system and application availability. What Are We Looking For? We're seeking collaborative leaders who thrive in fast-paced environments and deliver exceptional results. Our ideal candidates embrace innovation, act with integrity, and contribute to a culture of continuous improvement and shared success. Requirements * Minimum 5 years of experience in technology leadership roles involving software development, engineering best practices, product development, and delivery. * At least 3 years of experience designing and deploying infrastructure using AWS services, including EC2, S3, ECS, EKS, ELB, RDS, EFS, EBS, Route53, and API Gateway. * 5+ years of experience with messaging and streaming technologies (EMS, MQ, Kafka) and programming languages such as C#, Java, or Python. * 7+ years of experience building event-driven, high-availability, low-latency platforms for trading systems. * 7+ years of experience in capital markets with a working knowledge of financial, trading, and advisory platforms. Preferences * Experience with cloud migration strategies and modernization initiatives. * Familiarity with DevOps practices and CI/CD pipelines. * Knowledge of security best practices in cloud environments. Pay Range: $155,288-$258,813/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? * Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! * Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! * Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! * Impactful Work: Our size is just right for you to make a real impact. Learn more here! * Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! * Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! * Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC12.9.25

Artificial Intelligence (AI) is an extraordinary technology that combined with data - the raw material that fuels it - will be critical to our company's future success. Using AI technologies effectively and responsibly to develop new products, drive customer engagement, improve productivity and enhance risk management will be a top priority. The firm has established the Chief Data & Analytics Office (CDAO) organization that drives our strategy and assists in the firmwide adoption of AI. CDAO also ensure best practices are shared across our businesses when overseeing data use, governance and controls. As a Vice President, Control Manager within the Chief Data & Analytics Office (CDAO), you will be responsible for control management support related to Firmwide Data Governance risks. You will also assist with CORE Program Governance and Firmwide Common Processes, ensuring best practices are shared across our businesses when overseeing data use, governance, and controls. This role provides an opportunity to work in a fast-paced, dynamic environment, promoting change and continuous improvement. Job responsibilities Oversee completion of relevant CORE Governance deliverables and assessments such as Compliance and Operational Risk Summaries, Process Owner Reviews, and Quarterly MRI reviews. Assist the Controls team in maintaining adherence to key Control Management standards (e.g. CORE, Control Committee, Risk ID, Risk Acceptance, Legal Entity). Understand relevant FW Data Risk Management Standards and Procedures and support data governance controls and practices related to select data risk types Support setup and management of relevant FW Common Processes and associated risks and controls in CORE Review business procedures; ensure annual process reviews and attestations (e.g. Business resiliency plan, Estimations/ User-Tool Inventory) Monitor metrics to facilitate management actions for breached metrics Participate in regular CDAO Issue Review Forums with cross functional stakeholders to ensure consistent issue management practices. Support planning and employee engagement activities for CDAO Controls Partner with CDAO Control Managers as well as Firmwide Controls teams to ensure ongoing and effective CORE data quality, governance, reporting and drive continuous improvement. Required qualifications, capabilities, and skills Bachelor's degree in business, Finance, Accounting, or a related field 5+ years of financial services experience in control management, audit, quality assurance, risk management, program management or compliance Sound judgement in assessing risk, prioritizing work, engaging business partners Manage key projects and initiatives from inception to completion, confirming alignment with business objectives Assist in the development of detailed project plans, including timelines, milestones Collaborate with cross-functional teams to ensure timely and successful project delivery Prepare and present regular project status reports to management and stakeholders Build and maintain strong relationships with internal stakeholders Act as a liaison between business units, control functions, and management Experience working across organizational boundaries to analyze, design, and deliver best practices Solid understanding of the 3 lines of defense in banking institutions, Compliance, Conduct & Operational Risk Frameworks Preferred qualifications, capabilities, and skills Excellent project management skills, with experience leading complex projects and initiatives Excellent analytical, problem-solving, and decision-making abilities Strong interpersonal and communication skills, with the ability to effectively engage with stakeholders Ability to work autonomously to drive change, demonstrating flexibility and adaptability to shifting priorities; effectively manages competing priorities to achieve optimal results in a fast-paced, results-driven environment Knowledge of regulatory requirements and industry best practices Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and project management tools; knowledge of JPMC platforms like ELA and CORE preferred Professional certifications such as PMP, CPA, or CIA are a plus Candidates must be able to physically work in our offices full-time (5 days) as early as March. The specific details and timing will be determined and communicated by direct management. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment/work visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The VP Success Manager Leader is a senior leader within LPL's Advisor Success Management organization, responsible for driving advisor success, growth, and satisfaction across a large geographic division. This role combines strategic leadership with a consultative approach to deepen relationships, deliver value, and create a thriving growth culture. As part of LPL's mission-We take care of our advisors, so they can take care of their clients-you will lead a team of success managers to execute on growth strategies, optimize advisor engagement, and ensure operational excellence. You will also serve as an advocate for advisors and an ambassador of the LPL brand, influencing initiatives that simplify business processes and enhance advisor experience. Responsibilities: Strategic Leadership & Growth Set the strategic direction for the division, including growth targets and sales plans; achieve or exceed goals through disciplined execution. Drive outsized growth, retention, and advisor satisfaction by fostering a high-performance culture. Advisor Engagement & Consulting Build meaningful relationships with advisors Identify and implement programs to increase advisor satisfaction, retention, and sales growth. Strategize and execute on teaming and succession planning opportunities People Leadership Lead and develop a team of success managers; create a culture of engagement, empowerment, and accountability. Drive talent management initiatives, including recruiting, coaching, and succession planning. Represent advisor and client perspectives on steering committees and projects to influence smarter, simpler solutions. Operational Excellence Manage complex situations and escalations with professionalism and strategic foresight. Examine trends, develop insights, and create solutions to better support advisors and improve ease of doing business. Partner with conference services to deliver exceptional education, training, and events. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 8+ years of experience in financial services or wealth management, with both branch and home office leadership experience preferred. 8+ years of experience handling advisor growth, retention, and recruiting. FINRA Series 7/66 (or equivalent) 5+ years of people leadership experience, including recruiting, developing, coaching, and motivating teams. Ability to travel up to 25% of the time. Core Competencies: Executive presence with ability to interact with and influence senior leadership. Excellent communication skills; ability to frame complex issues and present to senior audiences. Preferences: Series 9/10 or 24 Bachelor's degree in related field or equivalent experience Familiarity with industry best practices, regulatory environment, and competitive landscape. #LPL-PA Pay Range: $157,700-$262,800/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************ At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC12.9.25

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Vice President (VP) of Institutional Success Management serves as a strategic leader, dedicated to an institutional client that may have both product manufacturing divisions and financial professionals or financial advisors. This VP role sits within LPL's client success division supporting the institutional channel. The client success organization was formed at LPL to provide an integrated and consistent experience across primary touchpoints with LPL and to help institutions run thriving businesses. This role will be focused on deepening relationships and delivering added value by increasing client engagement with the full breadth of tools and resources LPL provides. The VP, Success Manager will be responsible for deepening the value we provide to key institution clients, providing a proactive consultative approach. Institutional client profiles typically have ~50 advisors with multiple branches across the US. The VP will be responsible for helping to develop, support and execute an aligned strategy between firms to drive sales growth and business retention. This individual will need to build meaningful relationships through a high level of client and internal engagement with the ability to influence and drive towards smarter, simpler, and efficient solutions. Lastly, the VP will be responsible for the ideation and execution of initiatives within the IS SM department to help evolve the overall relationship management and consulting efforts of the broader team. The successful candidate must possess strategic foresight and be skilled and experienced in engaging in high-level strategic discussions with advisors, regional directors, institution executives and LPL home office executives. Additionally, the candidate must have a strong skillset in the areas of operational excellence and execution, problem solving, decision making, and strategic agility. They must also understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results. Responsibilities: Identify opportunities and create solutions to increase client satisfaction, retention and sales growth Successfully navigate and manage high profile and complex situations Examine trends, develop insights, and create solutions in order to better support Advisors Manage attrition risk of advisors proactively in partnership with the institution Develop and execute business plan initiatives Partner with conference services to deliver exceptional education, training and conference events What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 5+ years' experience in financial services, preferably in a sales and/or client service/relationship management capacity Series 7 and 63 required, additional licenses or designations a plus 5+ years' experience managing relationships in the institutional space or business-to-business space Ability to travel up to 25% of the time Bachelor's degree in related field or equivalent experience Core Competencies: Ability to effectively analyze situations and apply solutions to achieve resolution Ability to identify and balance the needs of multiple stakeholders Preferences: High-level strategist experience coupled with the ability to implement methods that drive sales Strong executive presence with the ability to interact with and influence senior leadership Extensive knowledge of the client segment, organization, product, industry, and end customer (financial institutions) Demonstrated knowledge of the financial service industry (LPL platforms), products, and services. #LPL-PA Pay Range: $125,625-$209,375/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25