Senior Vice President jobs at Bank of the Ozarks - 1510 jobs

Identity Access Management (IAM) Director page is loaded## Identity Access Management (IAM) Directorlocations: Dallas, TXtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ-4562**Join Triumph!**At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That's why we're looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.**Role Summary:**The IAM Director is a senior leadership role requiring deep technical expertise and strong team management capabilities. You will lead a matrixed team across architecture, engineering, infrastructure, and governance to ensure IAM services are effectively applied to corporate assets, vendors, and third-party entities.In this role you'll oversees a comprehensive IAM program encompassing provisioning, access management, single sign-on (SSO), directory services, technical integrations, and behavioral analytics. We hope you'll have at least ten years of experience in technology and security administration across large, complex environments, including third-party integrations. As a senior leader, you'll also mentor team members, executes strategic initiatives from the CISO and CIO, and balances business risk with IAM best practices.**What You'll Be Doing:*** Define and maintain a multi-year IAM roadmap (Workforce, B2B, B2C) aligned with Zero Trust, least privilege, and regulatory requirements.* Define success criteria for maturing IAM and produce KPIs to measure success.* Own and evolve reference architectures for SSO/Federation (SAML, OIDC, OAuth2), MFA/Passwordless, Directory Services, IGA, PAM, and secrets/keys management.* Lead a matrixed IAM team responsible for deploying identity and access controls across enterprise and customer-facing applications (CIAM) using a frictionless user-friendly approach.* Oversee implementation of IAM solutions in alignment with security policies, standards, and access control processes.* Govern IAM policies and solutions across SSO, directory services, certificates, MFA, RBAC, privileged access, automation, and behavioral analytics.* Align operational procedures with business and technology stakeholders.* Supervise access reviews and certification processes to meet business unit requirements.* Implement automated joiner-mover-leaver processes with role-based entitlements and auditable access recertifications.* Establish policies for Just-In-Time (JIT) access, break-glass accounts, and tiered administrative models.* Collaborate with infrastructure and security leadership on strategic planning and budgeting.* Act as the IAM liaison for incident response, SOC analysts, application engineers, and security leadership.* Represent IAM in change and project management forums.* Serve as the primary IAM contact for internal and external auditors, ensuring compliance with privacy and regulatory standards.* Partner with Security, Audit, and Legal teams to meet SOX, HIPAA, PCI-DSS, SOC 2, ISO 27001, and data privacy obligations.* Lead audit responses and maintain evidence and control effectiveness metrics.* Integrate IAM controls into SaaS onboarding, CI/CD pipelines, and device/VDI strategies (e.g., IGEL, Horizon).* Enable secure external collaboration (B2B guest/federation) for product and marketing teams.* Promote application of emerging IAM trends utilizing AI to drive effectiveness.* Perform other duties as assigned.**What Makes You a Great Fit:*** Minimum 10 years in cybersecurity, with at least 5 years in IAM program leadership.* Deep technical expertise in IAM design, implementation, and delivery.* Proficiency with IAM technologies including identity providers, access management, and federated authentication.* Strong understanding of RBAC and ABAC models.* Familiarity with regulatory frameworks: PCI, FFIEC, SOX, GDPR, GLBA, ISO, ITIL, and NIST.* Experience with both on-premises and cloud-based IAM solutions.* Extensive knowledge of SSO, MFA, Active Directory, PKI, privileged access, and API integrations.* Proven experience administering IAM systems and implementing scalable governance frameworks.* Experience with AWS and Microsoft Azure preferred.* Familiarity with state-level privacy laws.* Bachelor's degree in Computer Science, Information Assurance, MIS, or a related field, or equivalent industry experience.* CISSP and/or SANS (GSE) required; CISM preferred.**Some Add'l Skills we Hope You Bring:*** Strong analytical, communication, and leadership skills with a commitment to excellence and adaptability.* Working knowledge of Windows, Unix, mac OS, and leading IAM platforms (e.g., Okta).* Self-directed, organized, and proactive in anticipating threats and positioning controls.* High integrity and ability to lead by example.**Work Environment**The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.* Moderate noise (i.e. business office with computers, phone, and printers, light traffic).* Ability to work in a confined area.* Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.* While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.* Specific vision abilities are required by this job due to computer work.* Light to moderate lifting is required.* Regular, predictable attendance is required#LI-JC1**We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.**Go on. Do it. Apply Today! #J-18808-Ljbffr

Title: Vice President / Director / Managing Director (Depending on Experience) Location: Boca Raton, FL (Full Time / In Office) Real Estate Kayne Anderson Real Estate is a leading real estate investment firm, managing nearly $20 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off‑campus student housing, multifamily housing, self‑storage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, an approximately $40 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors. With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project's overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate's reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of October 2025) Position Overview We are seeking a highly skilled real estate debt investment professional to join our growing team. The new hire will play a leading role in sourcing, structuring, and managing real estate debt investments. In particular we are seeking a candidate who has experience in (i) purchasing non‑performing and sub‑performing loans, (ii) loan workouts, and (iii) direct high‑yield lending. This is a highly visible role with direct responsibility for investment strategy, deal execution, and portfolio management within the firm's expanding platform. General Position Responsibilities Lead the origination, underwriting, and structuring of debt investments across various real estate asset classes. Build and maintain relationships with borrowers, lenders, brokers, and other capital markets participants to source proprietary deal flow. Oversee financial modeling, investment analysis, and due diligence processes to evaluate new opportunities. Manage the execution of complex transactions, including negotiation of loan documents and closing processes. Monitor and manage portfolio performance, including risk management, asset surveillance, and value optimization strategies. Partner with senior leadership to shape investment strategy and capital deployment. Mentor junior team members, providing guidance on deal analysis, execution, and market insights. Qualifications 7+ years of experience in real estate debt investing, credit, or structured finance, ideally with a private equity, investment management, or real estate investment platform. Strong track record in sourcing and executing transactions. Deep knowledge of capital markets, real estate debt structures, and risk/return analysis. Proven ability to lead deal execution from origination through closing and asset management. Exceptional financial modeling, analytical, and negotiation skills. Established industry relationships with borrowers, lenders, and intermediaries. Strong leadership, communication, and presentation skills. Bachelor's degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus. Benefits Competitive medical, dental, and vision insurance Flexible spending accounts (dependent care, healthcare, limited purpose FSA) Accident and Critical Illness insurance Long Term Disability insurance Competitive 401(k) benefits Pet healthcare savings program Member's Only Healthcare - healthcare navigation WellHub - corporate wellness platform $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy) Rocket Lawyer legal benefits Reimbursement of professional society memberships and exam fees Up to $10,000 matching annually for contributions to qualified non-for-profit organizations Parental leave Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

A leading accounting firm is seeking a Tax Managing Director for their Alternative Investments practice in Atlanta, GA. This position involves leading tax compliance and consulting for clients in venture capital, private equity, hedge funds, and real estate. With a focus on client relationships and team leadership, the successful candidate will have over 10 years of relevant experience and a strong background in tax strategy development. This role offers an opportunity to make a significant impact while working in a dynamic environment. #J-18808-Ljbffr

Job Information Job Identification 210700344 Business Unit Asset & Wealth Management Posting Date 01/09/2026, 08:59 PM Job Schedule Full time Job Shift Day Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr

Summary The Market Director for Houston leads LiftFund's regional strategy for philanthropic investment, public-sector partnerships, and small business lending growth. This role strengthens LiftFund's presence across Harris County and the City of Houston and serves as the organization's primary external representative in the region. The Market Director builds funding relationships, cultivates corporate and civic partnerships, and develops high-quality borrower pipelines that advance LiftFund's mission of expanding access to capital and supporting small business resilience. Essential Duties and Responsibilities Philanthropy and resource development Develop and implement a regional fundraising plan focused on major gifts, corporate partners, bank foundations, and public-sector investment. Build and steward relationships with foundations, corporations, anchor institutions, and funders aligned with economic mobility, disaster recovery, and small business stabilization. Prepare proposals, reports, budgets, and impact materials for donors and partners. Support multi-year funding opportunities that strengthen LiftFund's operating capacity and programs in Houston. Civic and strategic partnerships Represent LiftFund across Houston's civic and economic development networks, including chambers, business alliances, community coalitions, and regional initiatives. Develop and maintain relationships with Harris County, the City of Houston, economic development offices, and other public entities. Support LiftFund's participation in recovery-related convenings, small business forums, and community discussions. Lending and pipeline development Build a strong pipeline of viable small business loan applicants through referral networks, strategic outreach, and partnerships. Promote LiftFund's loan products, disaster programs, and technical assistance offerings across the region. Coordinate with lending teams to support application readiness and movement through intake, underwriting, and closing. Monitor the quality and progress of loan prospects and partner referrals. Community engagement and visibility Represent LiftFund at community events, business forums, workshops, and civic meetings. Participate in financial education sessions, outreach events, and public presentations. Strengthen LiftFund's visibility among small business owners, advisors, and support organizations. Internal collaboration and reporting Maintain accurate and timely data in CRM and lending systems. Prepare updates, forecasts, and impact reporting for internal teams and leadership. Collaborate with colleagues across lending, communications, finance, and program teams to support regional strategy. Bachelor's degree required; advanced degree preferred. Ten (10) years of progressive experience in philanthropy, partnerships, community development, economic development, lending, or external relations. Experience securing major philanthropic commitments or public-sector funding. Familiarity with small business capital access, credit readiness, or community economic mobility initiatives. Strong relationship-building skills with funders, partners, civic leaders, and community organizations. Effective communication and public-speaking capabilities. Experience working autonomously in externally facing roles that require strategic engagement and regional relationship management. Strong analytical, organizational, and CRM skills. Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Travel Limited travel within the local area and infrequent overnight travel for meetings, conferences, training, or other business-related activities as needed. Position Type, Days and Hours This is a full-time, exempt position. The days and hours of work are generally Monday through Friday, 8:30 am to 5:30 pm, but the schedule may vary based on the needs of the position and the timing of key meetings and events. Physical Demands When working on-site, work is performed in a routine office environment. Prolonged sitting and some standing required. Occasionally lift, pull, carry and push items weighing up to twenty-five (25) pounds. This job requires working under stressful conditions to meet deadlines and address unexpected work challenges. LiftFund is committed to providing equal employment opportunities for all applicants and employees without regard to age, color, disability, gender, gender identity, genetic information, marital status, military status, national origin, pregnancy, race, religion, sexual orientation, veteran status, or any other protected characteristic. LiftFund provides reasonable accommodation and is committed to engaging in the interactive process. In accordance with Section 504 of the Rehabilitation Act of 1973 and its implementing regulations, LiftFund does not discriminate on the basis of disability in admission to, access to, or operation of its programs, services, activities, or employment practices. LiftFund does not exclude or treat individuals differently because of disability. Reasonable accommodations are available to ensure equal access to all programs and services, including auxiliary aids and services such as qualified interpreters, accessible electronic materials, or alternate formats upon request. #J-18808-Ljbffr

A regional nonprofit organization in Houston is searching for a Market Director to lead philanthropic investment strategies and enhance small business lending. The ideal candidate will foster partnerships with foundations and corporate entities while building a robust pipeline of borrowers. Required qualifications include a Bachelor's degree and 10 years of experience in philanthropy or community development. This full-time position offers opportunities for impactful community engagement and visibility throughout the region. #J-18808-Ljbffr

Conduct joint field work with financial advisors to observe, offer feedback and help with case consultation, and delivery as needed.Engage all matrix partners to leverage their expertise and skills for business processes and systems. Work with the Community Engagement team and others to develop and implement advisor growth plans. **QUALIFICATIONS & SKILLS:** Experience hiring financial advisor on teams.Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote, and demonstrate usage of tools as needed.At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. #J-18808-Ljbffr

A nonprofit organization is seeking a Market Director for Dallas to lead philanthropic investments and strengthen its presence in the community. This full-time role involves building partnerships, developing funding relationships, and supporting small business resilience. Ideal candidates will have extensive experience in philanthropy and community engagement, with strong relationship-building and communication skills. #J-18808-Ljbffr

The Market Director for Dallas leads LiftFund's regional strategy for philanthropic investment, public‑sector partnerships, and small business lending growth. This role strengthens LiftFund's presence across Dallas County and serves as the organization's primary external representative in the region. The Market Director builds funding relationships, cultivates corporate and civic partnerships, and develops high‑quality borrower pipelines that advance LiftFund's mission of expanding access to capital and supporting small business resilience. Essential Duties and Responsibilities Philanthropy and resource development Develop and implement a regional fundraising plan focused on major gifts, corporate partners, bank foundations, and public‑sector investment. Build and steward relationships with foundations, corporations, anchor institutions, and funders aligned with economic mobility, disaster recovery, and small business stabilization. Prepare proposals, reports, budgets, and impact materials for donors and partners. Support multi‑year funding opportunities that strengthen LiftFund's operating capacity and programs in Dallas and surrounding areas. Civic and strategic partnerships Represent LiftFund across Dallas's civic and economic development networks, including chambers, business alliances, community coalitions, and regional initiatives. Develop and maintain relationships with Dallas County, the Cities of Dallas, Arlington, and Ft. Worth, economic development offices, and other public entities. Support LiftFund's participation in recovery‑related convenings, small business forums, and community discussions. Lending and pipeline development Build a strong pipeline of viable small business loan applicants through referral networks, strategic outreach, and partnerships. Promote LiftFund's loan products, disaster programs, and technical assistance offerings across the region. Coordinate with lending teams to support application readiness and movement through intake, underwriting, and closing. Monitor the quality and progress of loan prospects and partner referrals. Community engagement and visibility Represent LiftFund at community events, business forums, workshops, and civic meetings. Participate in financial education sessions, outreach events, and public presentations. Strengthen LiftFund's visibility among small business owners, advisors, and support organizations. Internal collaboration and reporting Maintain accurate and timely data in CRM and lending systems. Prepare updates, forecasts, and impact reporting for internal teams and leadership. Collaborate with colleagues across lending, communications, finance, and program teams to support regional strategy. Bachelor's degree required; advanced degree preferred. Ten (10) years of progressive experience in philanthropy, partnerships, community development, economic development, lending, or external relations. Experience securing major philanthropic commitments or public‑sector funding. Familiarity with small business capital access, credit readiness, or community economic mobility initiatives. Strong relationship‑building skills with funders, partners, civic leaders, and community organizations. Effective communication and public‑speaking capabilities. Experience working autonomously in externally facing roles that require strategic engagement and regional relationship management. Strong analytical, organizational, and CRM skills. Travel Limited travel within the local area and infrequent overnight travel for meetings, conferences, training, or other business‑related activities as needed. Position Type, Days and Hours This is a full‑time, exempt position. The days and hours of work are generally Monday through Friday, 8:30 am to 5:30 pm, but the schedule may vary based on the needs of the position and the timing of key meetings and events. Physical Demands When working on‑site, work is performed in a routine office environment. Prolonged sitting and some standing required. Occasionally lift, pull, carry and push items weighing up to twenty‑five (25) pounds. This job requires working under stressful conditions to meet deadlines and address unexpected work challenges. LiftFund Inc. is committed to providing equal employment opportunities for all our applicants and employees without regard to age, color, mental or physical disability, gender, gender identity, genetic information, marital status, military status, national origin, pregnancy, race, religion, sexual orientation, veteran status, or any other protected characteristic. Also, LiftFund provides reasonable accommodation, and it is committed to engaging in the interactive process. In accordance with Section 504 of the Rehabilitation Act of 1973 and its implementing regulations, LiftFund Inc. does not discriminate on the basis of disability in admission to, access to, or operation of its programs, services, activities, or employment practices. LiftFund Inc. does not exclude or treat individuals differently because of disability. Reasonable accommodations are available to ensure equal access to all programs and services, including auxiliary aids and services such as qualified interpreters, accessible electronic materials, or alternate formats upon request. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A leading financial institution in Dallas is seeking an experienced Investment Specialist to drive client engagement and deliver tailored investment solutions. The ideal candidate will hold a Bachelor's degree, possess Series 7, 66, and Insurance licenses, and have over seven years in Private Banking or Financial Services. The role includes conducting investment reviews, developing investment strategies, and supporting sales efforts in a collaborative environment. #J-18808-Ljbffr

Conduct joint field work with financial advisors to observe, offer feedback and help with case consultation, and delivery as needed.Engage all matrix partners to leverage their expertise and skills for business processes and systems. Work with the Community Engagement team and others to develop and implement advisor growth plans. **QUALIFICATIONS & SKILLS:** Experience hiring financial advisor on teams.Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote, and demonstrate usage of tools as needed.At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We are seeking future team members for our Vice President, Anti Money Laundering/Prevention/Know Your Client Manager II Client to join our Enterprise Onboarding Platform team. This role is located in Lake Mary, FL. In this role, you will make an impact in the following ways: Manage a team of AML/KYC/Prevention staff assigned to research, prepare and review basic and complex client profiles for clients that vary in risk and complexity. Manage team of staff involved in preparing and reviewing client profiles for clients and monitoring global issues, risks and events to determine impact on client's risk level. Manage and provides recommendations to the review framework to help ensure that the process, from preparation to approval, is equipped with the appropriate checks and balances to ensure accuracy. Serves as the escalation point for issues regarding more complex client profiles, keeping leadership apprised of potential areas of concern. Collaborate with internal stakeholders from other functions to help coordinate AML/KYC/Prevention procedures and policies in overall compliance strategy. Support the implementation of training programs and gathers feedback to determine whether trainings address department findings and organizational need. Recruit, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Manage a team of AML/KYC/Prevention staff. Responsible for achievement of function goals. Ensures team is equipped to operationalize and attain team objectives. Manage financial resources of the team (budgets, expenses, etc.) To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 5-7 years of total work experience preferred with 0-1 years management experience preferred. Experience in trading, brokerage, fraud, or law or preferred. Applicable local/regional licenses or certifications as required by the business. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 BNY is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope Responsible for managing the AML Investigations team and overseeing the workstreams responsible for performing AML investigations. Ensures AML investigations are performed timely and that recommended Suspicious Activity Reports (SARs) are submitted to FinCEN according to departmental guidelines. Essential Job Functions + Manages, leads, and mentors AML Investigations Analysts, ensuring they have necessary training and resources to perform their roles effectively. + Ensures AML investigations cases are assigned timely. + Oversees the AML Investigations Analysts to ensure the appropriate disposition is reached on AML investigations cases. + Monitors AML Quality Review (QR) results and provides coaching and feedback to the analysts. + Collaborates with Quality Review (QR) and AML Investigations Lead Analysts to identify analyst coaching opportunities and engages the analysts to ensure optimal performance. + Reviews high-risk customer transactions to identify unusual and potentially suspicious activity. + Reviews completed AML investigations cases and SARs for accuracy and completeness. + Identifies higher risk customers through transaction monitoring and account reviews and refers the customer to AML Operations and Sanctions Director for inclusion on the high-risk customer list. + Recommends the exiting of customer relationships to AML Investigations Director due to suspected illegal, unusual or unauthorized activity. + Assist with 314(b) requests and criminal subpoena process as needed. + Works closely with the Bank's Fraud Risk Management team to identify criminal and potential criminal activity against the Bank or its customers. + Assists in preparing related documentation for upcoming examinations and audits, as requested. + Assists other teams within BSA Administration and performs other duties, as necessary. Knowledge, Skills & Abilities + Comprehensive knowledge of investigations and investigative techniques using the Internet, public websites and third-party repositories. + Comprehensive knowledge of BSA/AML laws (including Bank Secrecy Act, USA PATRIOT Act, US Treasury AML guidelines and OFAC requirements). + Knowledge of AML monitoring software and case management systems. + Ability to multi-task and prioritize work projects to meet deadlines. + Ability to utilize discretion and sound judgment in decision making. + Ability to communicate effectively both verbally and in writing, including presentation skills. + Ability to manage remote staff effectively. + Ability to travel for business purposes. + Ability to demonstrate initiative and accountability to meet work objectives. + Ability to work independently and as part of a team. + Ability to demonstrate effective organizational, time management and project management skills. + Ability to maintain attention to detail. + Skill in using computer and Microsoft Office, including Word, Excel, PowerPoint and Outlook. Basic Qualifications + Bachelor's degree in finance, criminal justice, or a related field, or commensurate work experience, required. + Minimum of four (4) years' work experience in AML (or comparable field), preferably focusing on SAR investigations. + Minimum of two (2) years' work experience in a financial institution, required. + Minimum of two (2) years' experience leading, supervising, or managing others, required. + Professional Certification (CAMS, CFE, CBAP, CRCM) or other related certifications, or willingness to obtain, preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #HP #LI-BS1 Position can also be also located in these locations: Apollo Beach, Florida; Ft. Smith, Arkansas, Carrollton, Georgia; Little Rock, Arkansas #DNP EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.