SVP Commercial Banker I
Senior vice president job at Bank of the Ozarks
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
In this role, you will develop new commercial business and expand existing commercial customer relationships. You will cultivate, maintain, and strengthen relationships within the community and among team members. You will strive to meet or exceed business goals.
Essential Job Functions
+ Execute strategic and tactical plans to manage business development productivity and portfolio quality, and to meet financial targets
+ Identify, prioritize, and develop strategies for high-value retention, expansion, and acquisition of customer relationships by delivering knowledgeable advice and solutions
+ Engage relevant business and bank partners in team-based customer development with expert delivery
+ Leverage local market networks and centers of influence to identify, prospect, and pursue business opportunities to hit market goals
+ Display a high degree of integrity, trustworthiness, and professionalism at all times
+ Embrace Bank OZK's core lending tenets of asset quality, profitability, and then growth
+ Enthusiastically support and model the bank's values and mission
+ Regularly exercise discretion and judgment in the performance of essential job functions
+ Maintain consistently good punctuality and attendance to work
+ Follow Bank OZK policy, procedures and gu idelines to protect customers and bank assets
Knowledge, Skills & Abilities
+ Knowledge of the community and commercial banking market, including customer needs, competitive landscape, and regulatory environment
+ Knowledge of bank regulations, policies, and procedures
+ Ability to demonstrate a strong entrepreneurial spirit and positive reputation in the local market and among peers
+ Ability to build and grow successful customer relationships
+ Ability to communicate effectively both verbally and in writing
+ Ability to work effectively and efficiently both as part of a team and independently, while demonstrating effective interpersonal skills with all levels of management and with internal and external stakeholders
+ Ability to demonstrate effective strategic, critical thinking, analytical, and problem-solving skills
+ Ability to demonstrate effective organization and prioritization skills, attention to detail, and a strong sense of urgency, initiative, and drive to achieve goals and objectives
+ Ability to demonstrate a high degree of integrity and commitment to uphold the Bank's values, culture, and reputation
+ Ability to maintain confidentiality
+ Ability to travel overnight, as needed.
+ Skill in using computer and Microsoft Office applications necessary to perform essential job functions
Basic Qualifications
+ Bachelor's degree in finance, business, or related field preferred; in lieu of bachelor's degree, high school diploma or equivalent, plus 1+ years of relevant lending, sales, or business development experience, required
+ NMLS, or successful completion of NMLS process within 45 days of hire, required
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.
#LI-KP1
#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.
VP/AML Investigations Manager
Senior vice president job at Bank of the Ozarks
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.
SVP, Alternative Investments - Private Markets
Westlake, TX jobs
The Role
As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship.
The Expertise and Skills You Bring
Bachelor's degree required; MBA or other advanced degree preferred
15+ years broad financial services operations experience
15+ years operations leadership experience with increasing responsibility
15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products
An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products
Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required
Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization
Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams
Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products
The Team
As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India.
#FFIOAlts #FidelityAlts
The base salary range for this position is $185,000-$400,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Investment Operations
VP, Financial Consultant - Austin (Bee Cave), TX
Austin, TX jobs
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
Vice President of Financial Planning & Analysis
Miami, FL jobs
Vice President of Financial Planning & Analysis (VP of FP&A)
Industry: Healthcare SaaS / Dental Enterprise Platform
Ownership: Founder-led, self-funded with acquisition financing
Our client is a newly formed healthcare SaaS enterprise created through the combination of several organizations dedicated to improving efficiency and profitability for dental practices nationwide.
Together, the company delivers an integrated platform offering practice management software, HIPAA-compliant communication tools, e-prescribing, and revenue cycle management solutions. Serving more than 20,000 dental practices across the U.S., the combined business provides end-to-end visibility and automation for dental organizations-from patient communication to billing and collections.
With a strong foundation of recurring revenue, a proven leadership team, and a loyal customer base, the company is positioned for accelerated growth through cross-selling, technology integration, and operational discipline.
Position Summary
The Vice President of FP&A will be a key member of the leadership team, responsible for establishing the financial framework and analytical rigor to support the company's next phase of growth and integration.
This role combines strategic finance leadership with hands-on operational execution-ideal for a finance executive who can design scalable systems while actively leading the integration of the three legacy organizations.
Reporting to the CFO and collaborating closely with the integration Advisor and CEO, the VP of FP&A will build a comprehensive financial planning and reporting function that enables sound decision-making, transparency, and accountability.
Key Responsibilities
Lead financial integration across all three companies, unifying systems, processes, and reporting frameworks.
Build and lead a high-performing FP&A function responsible for budgeting, forecasting, variance analysis, and strategic financial modeling.
Develop and maintain detailed financial and operating models to support forecasting, scenario planning, and strategic decision-making.
Own 13-week cash flow forecasting, working capital optimization, and collections discipline to maintain liquidity and operational flexibility.
Lead the assessment and integration of financial systems and reporting tools across the three legacy businesses to establish unified data visibility and control.
Develop dashboards and KPIs to monitor company performance across ARR, EBITDA, and key operational metrics.
Partner with Product, Sales, and Operations to align financial goals with business priorities and drive cross-functional accountability.
Implement financial processes and systems to support growth, improve predictability, and ensure compliance across multiple business lines.
Qualifications
10+ years of progressive finance experience, including at least 3-5 years in a senior FP&A or finance leadership role.
Background in professional, business, or tech-enabled services required.
Proven success leading financial integration or infrastructure development post-merger or across multi-entity organizations.
Strong financial and analytical background, with proven experience building detailed financial models and translating complex data into actionable insights.
Stronge understanding of financial systems with the ability to integrate data from multiple systems
Strong command of cash forecasting, reporting systems, and data-driven decision-making.
Excellent organizational, communication, and leadership skills.
Hands-on, adaptable, and capable of balancing founder-led entrepreneurial energy with institutional rigor.
Ideal Candidate Profile
The ideal candidate is a strategic and operational finance leader who thrives in dynamic, founder-led environments and is energized by the opportunity to bring structure and insight to a high-growth platform. They will have experience leading financial integration efforts across multiple entities, implementing systems and processes from the ground up, and supporting technology-driven business transformation.
This person brings both the discipline of an institutional operator and the agility of a hands-on builder-able to influence, execute, and lead through change.
Why This Role
Shape the financial strategy of a newly combined healthcare SaaS enterprise with leadership in the dental market.
Partner with an experienced, founder-led team and Advisor driving a high-impact integration.
Build the FP&A function from the ground up-bringing visibility, structure, and strategy to a rapidly growing platform.
Wide range of factors are considered in making compensation decisions. Exact compensation may vary based on factors including skills, experience, certification, license and location. A reasonable estimate of current total compensation range including potential discretionary incentives is $150,000 to $225,000 USD per year.
About ETONIEN: ETONIEN is a national professional services firm supporting diverse PE and corporate clients with immediate project and interim Leadership, Finance, Accounting, Restructuring, HR, and Operations related needs.
Our primary focus is to attract, develop and retain elite Financial, Operational, and Restructuring consultants with experience in supporting primarily middle-market Private Equity backed portfolio companies and corporate clients in the following roles: CEO, COO, CFO, CRO, Controller, FP&A, Treasury, HR, Supply Chain and Procurement. Beyond technical expertise, we strive to partner with detailed oriented and hands-on practitioners committed to excellence and who appreciate challenging, fast-paced environments.
VP, Financial Consultant - Plano, TX
Plano, TX jobs
Regular Please ensure you read the below overview and requirements for this employment opportunity completely. Your opportunity I n 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 l everage 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. xevrcyc 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 (/summary-of-benefits) 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
VP - Senior Financial Officer - Property & Casualty Insurance
San Antonio, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development.
In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in any of our offices including:
* San Antonio, Texas
* Plano, Texas
* Phoenix, Arizona
* Tampa, Florida
* Charlotte, North Carolina
* Chesapeake, Virginia
***
Relocation assistance is only available to San Antonio for this position
***
What you will do:
Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations.
Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies.
Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables.
Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities.
Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters.
Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance.
Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk.
Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards.
Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents.
Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support.
Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization.
Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function.
Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management.
Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies.
Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function.
Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards.
Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship.
Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets.
Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum Education:
Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
Minimum Experience:
10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required.
8+ years of people leadership experience in building, leading and/or developing high performing teams.
Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals.
Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas.
Strong background in providing sound strategic decisioning applying financial analysis and data.
Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data.
Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance.
In addition to the minimum experience above, this role also needs the following:
5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines)
State level financial management
P&C capital management experience
Experience in launching new insurance products and companies
What we offer: The salary range for this position is: $224,250 - $403,650.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
VP - Senior Financial Officer - Property & Casualty Insurance
Plano, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development.
In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in any of our offices including:
* San Antonio, Texas
* Plano, Texas
* Phoenix, Arizona
* Tampa, Florida
* Charlotte, North Carolina
* Chesapeake, Virginia
***
Relocation assistance is only available to San Antonio for this position
***
What you will do:
Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations.
Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies.
Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables.
Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities.
Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters.
Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance.
Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk.
Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards.
Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents.
Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support.
Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization.
Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function.
Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management.
Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies.
Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function.
Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards.
Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship.
Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets.
Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum Education:
Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
Minimum Experience:
10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required.
8+ years of people leadership experience in building, leading and/or developing high performing teams.
Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals.
Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas.
Strong background in providing sound strategic decisioning applying financial analysis and data.
Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data.
Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance.
In addition to the minimum experience above, this role also needs the following:
5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines)
State level financial management
P&C capital management experience
Experience in launching new insurance products and companies
What we offer: The salary range for this position is: $224,250 - $403,650.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
VP - Senior Financial Officer - Property & Casualty Insurance
Tampa, FL jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development.
In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in any of our offices including:
* San Antonio, Texas
* Plano, Texas
* Phoenix, Arizona
* Tampa, Florida
* Charlotte, North Carolina
* Chesapeake, Virginia
***
Relocation assistance is only available to San Antonio for this position
***
What you will do:
Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations.
Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies.
Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables.
Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities.
Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters.
Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance.
Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk.
Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards.
Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents.
Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support.
Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization.
Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function.
Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management.
Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies.
Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function.
Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards.
Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship.
Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets.
Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum Education:
Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
Minimum Experience:
10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required.
8+ years of people leadership experience in building, leading and/or developing high performing teams.
Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals.
Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas.
Strong background in providing sound strategic decisioning applying financial analysis and data.
Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data.
Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance.
In addition to the minimum experience above, this role also needs the following:
5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines)
State level financial management
P&C capital management experience
Experience in launching new insurance products and companies
What we offer: The salary range for this position is: $224,250 - $403,650.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Senior Vice President, Product - Nymbus Core
Jacksonville, FL jobs
Job Description
Nymbus (******************** is a high growth fintech company that enables financial institutions to transform their capabilities and drive value in today's digital finance world.
At Nymbus, we believe when you set off on the path to innovation you should feel excitement and confidence, not fear and dread. With Nymbus we are bringing delight back into the banking process. We want our partners to be thrilled about the possibilities we are creating together and the lasting impact our collaboration will bring to the industry and consumers.
The journey to growth begins with doing something different. And that journey starts with the great people that make Nymbus. Thank you for considering and entrusting Nymbus to be the catalyst that helps take your career through your next chapter.
WORK ENVIRONMENT:
Nymbus is a remote-first company, with only a few roles requiring onsite work at designated locations. While this role is primarily remote, it may require periodic travel to client sites and occasional in-person collaboration depending on project needs.
POSITION SUMMARY:
The SVP, Product for Nymbus Core leads the strategy, execution, and evolution of our Core Banking platform-encompassing Core Banking, Cards & Payments, and Core Reports & Integration. This executive ensures the Nymbus Core delivers a competitive, scalable, and innovative solution that empowers our clients to grow and modernize their banking operations.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
Include, but are not limited to:
1. Core Banking
Define and execute the product vision and roadmap for Nymbus Core Banking, including deposits, lending, and account management solutions.
Drive innovation to deliver modernized, API-first capabilities that enhance flexibility, performance, and compliance.
Partner with clients to align product evolution with their operational and strategic goals, ensuring Nymbus remains at the forefront of core transformation.
2. Cards & Payments
Serve as the executive champion for the Nymbus Cards & Payments portfolio, including debit, credit, and emerging payment technologies.
Guide the design and delivery of seamless, secure, and scalable card and payment experiences that enhance customer engagement.
Collaborate with internal and external partners to identify growth opportunities, enhance revenue streams, and ensure alignment with evolving market and regulatory requirements.
3. Core Reports & Integration
Oversee the strategy for Core Reports and Integrations, ensuring robust data accessibility, accuracy, and interoperability across the ecosystem.
Lead the development of real-time reporting and integration capabilities that empower clients with actionable insights and seamless connectivity.
Partner with technical and operational teams to enhance data management, reporting efficiency, and platform extensibility.
LEADERSHIP RESPONSIBILITIESVision & Roadmap
Develop and communicate a clear and compelling product vision that aligns with Nymbus' strategic goals and client needs.
Own and manage the Core roadmap, ensuring timely execution and alignment with business priorities.
Balance innovation with operational excellence, ensuring that every enhancement advances value for clients and scalability for Nymbus.
Cross-Functional Partnership
Collaborate closely with Sales, Marketing, and Client Success to ensure the Core offering meets market demand and client expectations.
Partner with Engineering, Product Management, and Quality Assurance to deliver high-quality, secure, and reliable product releases.
Work with Operations and Integration teams to streamline processes, drive efficiencies, and improve time-to-market.
Client & Market Engagement
Act as the senior product voice with clients, fostering strong relationships and ensuring the roadmap reflects real-world challenges and opportunities.
Engage with the broader market to identify trends, competitive pressures, and partnership opportunities.
Represent Nymbus Core at industry forums, reinforcing our position as a leader in modern banking infrastructure.
Execution & Advocacy
Champion the highest-value initiatives, driving focus, prioritization, and measurable impact.
Ensure cross-functional clarity, alignment, and accountability for all Core deliverables.
Promote a culture of product excellence, innovation, and continuous improvement.
Outcomes of Success
A clearly defined, market-leading Core strategy spanning Banking, Payments, and Integrations.
Accelerated delivery of innovative, reliable, and scalable solutions.
Enhanced client satisfaction through aligned roadmaps, transparency, and measurable outcomes.
Strengthened Nymbus brand recognition as a leader in Core modernization.
SALARY & BENEFITS:
Salary according to market
Annual Cash Bonus and Equity Options commensurate with the role level and experience
100% Remote
Robust 401(k) plan with company match
Insurance - Health, Dental and Vision (Nymbus covers 100% of the Healthcare and Basic Dental premiums)
Paid Time Off
Ready to join? We invite you to watch this video and learn who we are and how we build and innovates together!
Let's Go!
EVP/SVP, Head of Supervision and Regulation
Atlanta, GA jobs
CompanyFederal Reserve Bank of AtlantaAs an employee of the Atlanta Fed, you will help support our mission of promoting the stability and efficiency of the U.S. economy and financial system. Your work will affect the economy of the Southeast, the United States, and the world. The work we do here is important, and how we do it is just as important as what we do. We live our values of integrity, excellence, and respect every day. We expect our leaders to create and sustain our cultural tenets: people positive, inclusive and impact driven. To that end, we do the right thing, we do things right, and we treat people right. A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.
Bring your passion and expertise, and we'll provide the opportunities that will challenge you and propel your growth-along with a wide range of benefits and perks that support your health, wealth, and life. In addition to competitive compensation, we offer a comprehensive benefits package that includes tuition assistance, generous paid time off, top-notch health care benefits, child and family care leave, professional development opportunities, a 401(k) match, pension, and more. All brought together in a flexible work environment where you can truly find balance.
General Summary:
This position reports functionally to the President and administratively to the First Vice President.
The Executive/Senior Vice President (E/SVP), Supervision and Regulation Division (Division), is primarily responsible for operational oversight and leadership of all bank supervisory activities within the Sixth District. The E/SVP leads the Division by determining short- and long-term strategic goals and executing supervisory programs that meet Federal Reserve requirements and adapt to changing banking and market conditions. Additionally, the E/SVP provides insights into banking conditions and other related matters that may impact monetary policy deliberations, serves as the primary representative for District constituents on supervisory related matters, and serves as a member of the Reserve Bank's Executive Leadership Committee.
Location:
The primary location for this position is Atlanta, GA.
The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person. As a result, the Bank expects employees to be in the office on a full-time basis with situational flexibility.
Primary
Duties
and
Responsibilities:
Lead the supervision of domestic and international banks, within the Sixth District of the Federal Reserve System, including state-chartered member banks, financial and bank holding companies, foreign banking organizations and designated technology service providers.
Creates a strategic direction for the Division that is responsive to changes in the marketplace and integrates with and is supportive of both the Reserve Bank's strategic plan as well as the System's Supervision strategy.
Monitors bank and broader market conditions, interprets signals of material change and articulates perspectives for FOMC preparation and other policy initiatives.
Member of the Bank's Discount Committee, primarily responsible for the oversight of extensions of credit through the discount window, related functions such as collateral policies and the assessment and monitoring of credit risk from the Bank's counterparties.
Models' authentic leadership, understands and personalizes the business value of equitable inclusion, and communicates the value to all audiences.
Implement processes that align business activities with the desired Reserve Bank culture tenants of people positive, inclusive and impact driven.
Engages in critical judgement and decision-making and influences policy direction with peers and senior officials throughout the Federal Reserve System, Board of Governors, and other supervisory and regulatory agencies.
Accountable for key external relationships in the bank supervisory discipline and communicating current supervisory initiatives and guidance to diverse constituents.
Effectively leads and manages a team of over 350 people according to budget and policy guidelines.
Looks to the future and builds a long-term succession plan for all key roles; recommends and facilitates developmental activities and assignments.
Serves on the Sixth District Executive Leadership Committee that contributes to the establishment of District strategy, policies, procedures, and goals.
Serves on System supervision governance committees that inform System supervisory strategies and ensure effective and efficient supervisory outcomes in alignment with the priorities of the Vice Chair of Supervision.
Foster innovative approaches in both supervision and operations to promote forward-thinking and new solutions.
Requirements:
15 or more years of professional experience including at least 10 years of leadership at a senior level.
Eligibility to work in the United States and the ability to pass an enhanced background screening.
Deep knowledge of the regulatory framework governing the safety and soundness of banks, as well as consumer and community-oriented laws and regulations, with demonstrated experience applying this expertise in supervisory or policy roles.
Strong background in banking and/or bank supervisory policy and implementation; Examiner commission preferred but not required.
Demonstrated learning agility that resulted in effective decision making within a complex environment.
Ability to drive change, generate innovative solutions to address change, be flexible, and pivot to competing priorities at any given time.
Proven record of excellent business judgment and acumen.
Strong oral and written communication skills that effectively reach all levels of the organization.
Ethics Considerations and Prohibited Activities
Bank employees are subject to federal criminal statutes that prohibit financial conflicts of interest (e.g., an employee cannot work on any matter in which they or certain employee-affiliated parties have a financial interest). In addition, the Bank's code of conduct generally prohibits activities such as:
Outside activities that are inconsistent with the employee's duties and responsibilities, e.g., holding a position as a director of a publicly traded company
Certain partisan political activities, such as fundraising or holding partisan elected office.
The Bank's ethics rules generally prohibit employees, their spouses/domestic partners, and minor children from owning securities, such as stock, of banks or savings associations or their affiliates, such as bank holding companies and savings and loan holding companies. Employees in Supervision and Regulation must ensure there are no conflicts of interest related to their previous employment and current financial interests. These employees may be subject to borrowing and deposit restrictions and may need to recuse themselves from certain supervisory work.
Due to the nature of access to sensitive information all final offers are subject to the clearance of an enhanced background check. Including FBI fingerprint/ criminal background and Patriot Act/ Office of Foreign Assets Control watch lists at least once every five years.
Key
Leadership
Competencies:
Relationship Management
Develops and Engages Talent
Reflects a Strategic Mindset
Ensures Accountability
Demonstrates Decision Quality
Values Differences
Communicates Effectively & Displays Interpersonal Savvy
Exhibits Courage
Our total rewards program offers benefits that are the best fit for you at every stage of your career:
Comprehensive healthcare options (Medical, Dental, and Vision)
401K match, and a fully funded pension plan
Paid vacation and holidays; flexible work environment
Generously subsidized public transportation
Annual tuition reimbursement
Professional development programs, training and conferences
And more…
This is not necessarily an exhaustive list of all responsibilities, duties, performance standards, requirements, efforts, skills or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change (e.g. emergencies, rush jobs, change in workload or technological developments).
The Federal Reserve Bank of Atlanta is an equal opportunity employer.
Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) YesJob CategoryExecutive Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
Auto-ApplySenior VP Senior Counsel
Plano, TX jobs
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Senior Vice President, Senior Counsel wll provide legal support to Corporate Treasury and Secondary Marketing on a variety of financings, securitizations, repurchase agreements and correspondent lending activity.
The Senior Vice President, Senior Counsel will: Draft and negotiate transaction documents for financing arrangements secured by a wide arrange of mortgage-related assets, including mortgage loans, servicing advances, securities, participation interests and servicing rights Be responsible for Corporate Treasury cash management agreements, custodial agreements, confidentiality agreements, guarantees, powers of attorney, and related ancillary agreements Provide legal support to Corporate Treasury group Provide legal support for mortgage loan correspondent lending activity Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Post-graduate degree 7+ years of relevant work experience Significant experience in mortgage loan-related financing transactions, including warehouse lending, repurchase transactions, participation structures, syndicated facilities and securitization Knowledge of real estate investment trusts and mortgage loan origination, underwriting and servicing, including the Fannie Mae, Freddie Mac and Ginnie Mae Guides is preferred Experience with gestation and early buyout facilities a plus Specific experience with transactions involving digital assets such as eNotes a plus Licensed to practice law in CA or TX Must be highly proficient in Word Must be a team player, with the ability to work independently, and possess a strong attention to detail, excellent critical thinking skills, sound judgment and the capacity to handle multiple projects effectively Strong business acumen and ability to interface with senior and executive management Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $174,000 - $305,000 Work Model OFFICE
Auto-ApplyConsultant Senior- Business Banking- Vice President
Tampa, FL jobs
JobID: 210686479 JobSchedule: Full time JobShift: : If you want to have a positive impact on underserved small businesses in your community and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you.
As a Consultant Senior in Business Banking, you'll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You'll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.
Job Responsibilities
* Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
* Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
* Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
* Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
* Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in business banking relationship management role or related business / commercial lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
* Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions
* Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply
Preferred qualifications, capabilities, and skills
* Extensive knowledge of business and credit underwriting with commercial credit training
* Experience owning / operating a small business
Auto-ApplyConsultant Senior- Business Banking- Vice President
Tampa, FL jobs
If you want to have a positive impact on underserved small businesses in your community and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior in Business Banking, you'll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You'll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.
**Job Responsibilities**
+ Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
+ Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
+ Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
+ Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
+ Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.
**Required qualifications, capabilities, and skills**
+ Minimum of 5 years' experience in business banking relationship management role or related business / commercial lending experience
+ Bachelor's degree in Finance or related field, or equivalent work experience
+ Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
+ Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions
+ Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply
**Preferred qualifications, capabilities, and skills**
+ Extensive knowledge of business and credit underwriting with commercial credit training
+ Experience owning / operating a small business
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Vice President, Member Services (Contact Center)
Raleigh, NC jobs
The VP, Member Services leads the strategic direction of the Member Experience staff as well identifies, prioritizes and implements improvements that provide members an extraordinary experience. Responsible for significant contributions to determining the strategies to be utilized to meet member service needs at the interaction channels that focus on resolving members communication needs. Simplify processes and solve members problems to help them thrive financially. Evaluate and recommend current technology, processes and workflows to ensure the Credit Union continues to be a best-in-class financial institution. Responsible for the recruitment, onboarding and training of the Member Experience staff and talent.
NORMAL DAY-TO-DAY WORK
Manage all member communication touchpoints, including the strategic formation of member touchpoints, including phone calls and electronic communication channels to ensure that service levels are met.
Establish and monitor quantitative and qualitative service level metrics to achieve excellent service for internal and external members as well as departmental goals in support of the Credit Unions strategic plan.
Collaborate with peers across the organization to champion a member-first culture by ensuring that all policies, procedures, and practices support outstanding service. Continuously assess the member journey to identify pain points, opportunities, and innovations to enhance the overall member experience.
Keep abreast of new rules and regulations that may impact delivery of financial products and services and ensure compliance. Also stay up to date on emerging security concerns by leading effective account opening strategies and fraud prevention methods. Utilize tact and experience-based knowledge to resolve member issues/concerns by explaining policies and products.
Serve as the liaison to third party vendors that assist in the delivery of relevant financial products and services. Maintain a positive working relationship with outside vendors to resolve problems and remain current on new product development. Negotiate and maintain applicable contracts.
Ensure compliance with audit and security standards, policies and procedures and loss prevention measures. Maintain and monitor member experience files with appropriate documentation in a secure manner in compliance with established guidelines policies and regulations. Ensure confidentiality of member information and that all disclosures are made to members as applicable.
Partner with Technology and leaders to develop and implement plans for the operational infrastructure of systems, processes and personnel to drive advances for operational excellence and improve the member experience. Leverage people, process and technology to develop innovative strategies, which drive employee effectiveness and enhance the member experience.
Align strategic goals to operating plans; drives execution and tracks progress to achieving plans. Develop strategies to eliminate issues that lead to member dissatisfaction and unnecessary inbound calls.
Oversee the daily activity of the Member Experience Center, including assignment of duties and special projects, monitoring workload and productivity, planning and prioritization.
Hire, coach, and lead a team of member service managers and frontline staff to consistently exceed member expectations.
Display integrity, self-awareness, courage, and respect for staff while ensuring learning agility and flexibility communicating and delegating effectively. Work effectively, collaboratively, and creatively in a team-oriented environment both internally and externally.
Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve.
JOB QUALIFICATIONS
Here are a few skills you MUST have to be qualified for this position.
Minimum 10-12 years related experience in financial services and 4-6 years of management experience.
Demonstrated success leading a team with a proven track record of delivering results.
In depth knowledge and a thorough understanding of how technology can be used to improve the member experience.
Proven leadership skills to provide an aspirational vision and teamwork to drive performance to be the best in industry.
Must be able to work within core operating hours (8:00am 6:00pm), as well as the occasional weekend and holiday.
Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.
Ability to lift a minimum of 25 lbs. (file boxes, computer printer).
Travel required on occasion.
Here are a few qualifications wed LIKE for you to have.
Bachelors degree.
Ability to innovate and find creative solutions to meeting business goals.
Demonstrated ability to drive cross-functional initiatives.
Skilled communicator who influences and negotiates effectively.
OUR CULTURE
Our organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins.
If you have questions about this position description, please feel welcome to ask. You can reach our HR at:
Human Resources
3600 Wake Forest Rd, Raleigh, NC 27609
********************
Requirements:
PIc3d51f2cd8bf-31181-38624496
Senior VP of HR
Nashville, TN jobs
Summary of duties and responsibilities: Enriching lives through investment and service is the mission at the core of everything we do. The Senior Vice President of Human Resources supports this mission through leading the Associate Experience strategy to ensure all associates feel valued, cared for, and empowered to impact their personal success and the success of Properties. This senior leader role is responsible for supporting business strategy and priorities by aligning key HR initiatives and actions to drive business results.
Home office location is in Nashville TN with travel expected to all regional offices.
Essential Duties and Responsibilities include but are not limited to the following:
Develop and execute HR strategy in alignment with the mission, vision, values, and Associate experience strategy.
Serves as a member of senior leadership to develop, shape, and execute organizational vision and strategy.
Provides leadership and consulting support to senior management on matters of organizational strategy, goals setting, policy implementation, and strategic implementation in support of achieving corporate objectives and business goals.
Provide guidance and direction on organizational design & structure as needed.
Drives culture through consistent, quality execution of performance management, talent management, compensation, talent acquisition, and communication initiatives.
Acts as senior level advisor on human resources issues to management and all levels of associates throughout the organization.
Evaluates HR performance, processes, skills, and results within the business.
Coaches, trains, and develops leaders and associates to build key leadership competencies, prepare for growth opportunities, and improve performance, behaviors, and retention.
Identifies recruiting needs, talent gaps, and critical leadership roles that require succession depth
Works with the senior leadership team to create a vision for training programs that will help to continually improve operations and associate success.
Leads performance management alignment within the organization
Provides strategic support to senior management in areas of regulatory and business issues and coaches leaders to create and maintain a work environment with high morale and productivity.
Works as a member of the senior leadership team to define workforce and hiring plans and drives recruiting to develop strategy for recruiting top caliber associates. Prepares and evaluates periodic reporting concerning headcount, turnover, position openings, etc., to assure the best utilization of personnel. Responsible for managing resource allocation, via open position review, to ensure field operations are appropriately staffed.
Maintains current knowledge and understanding of regulations, industry trends, current best practices in human resources management, and all applicable employment laws.
Mission and Values: All associates are expected to live the Mission and Values in their everyday interactions with each other, external clients, and stakeholders as defined below:
Mission: Enriching lives through investment and service
ENRICH Values:
Entrepreneurial - We are empowered to dream and take risks, to challenge conventional wisdom and demand continuous improvement, to innovate, create, and inspire change.
Nurture - We encourage and support the growth and development of each other, our clients, and our communities.
Respect - We recognize and acknowledge the inherent value of others.
Integrity - We do the right thing. We exhibit a consistently high moral compass.
Community - We are a family. We have fun, serve others, and freely give of our resources. We recognize our responsibility to make our communities and world a better place.
Health - We support the physical, financial, and professional health and well-being of each other and those we serve.
Compensation:
The Senior Vice President of Human Resources compensation will be commensurate with experience depending on experience and qualifications. This range is subject to local, state and regional dynamics and maybe adjusted up or down depending on market conditions.
Supervisory Responsibility:
The SVP, Human Resources has leadership responsibility for HR staff, and provides leadership and coaching to all leaders and associates.
Promotional Opportunity:
Associates with more than twelve months of service may request consideration to transfer to other jobs as vacancies become available and will be considered along with other applicants. To be considered, associates must have a satisfactory performance record and have no disciplinary actions during the last 12 months. Management retains the discretion to make exceptions to the policy.
This description is not all inclusive and duties will vary depending on business needs.
Requirements
Qualifications:
Requires at least 10 years HR experience, including recruiting and workforce planning, associate relations, proficiency in organizational development, change management, associate relations, employment law, coaching, facilitation, compensation, and benefits.
Bachelor's degree in Human Resource Management, Business Administration or related field, or equivalent experience required.
Senior Professional in Human Resources (SPHR) certification preferred.
Demonstrated experience in leading a high-performing team.
Commercial real estate management industry experience is a plus.
Prior experience with HRIS systems and vendor management helpful
Director of Strategic Workforce Planning
Tampa, FL jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As the Director of Strategic Workforce Planning, you will lead the development and execution of association-wide, forward-looking talent strategies that directly enable USAA's business objectives. You will champion a data-driven, capability-focused approach to ensure the organization has the right talent, skills, timing, location, and cost to meet its long-term goals. This role requires a strategic leader who can connect talent, workplace, and technology, and build strong partnerships across HR, IT, Finance, and business leadership to embed workforce planning capabilities across the association.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is available for this position.
The Work Ahead
Practice Leadership. Lead and develop a high-performing team of workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of workforce planning practices across the organization. Continuously seek and integrate best practices.
Strategic Workforce Planning & Business Alignment. Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Workforce Analytics & Data-Driven Decision Making. Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Workforce Optimization & Technology Integration. Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Cross-Functional Collaboration & Influence. Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integration & Risk Mitigation. Integrate workforce planning with association functions including HR, CFO, CRE, Risk, and Association Planning and drive adoption of practices and process. Ensure planning processes operate within established risk, compliance, and performance thresholds.
Consultation & Co-Creation. Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments.
Capability Development. Build organizational workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
What you'll do:
Lead and develop a high-performing team of strategic workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of strategic workforce planning practices across the organization.
Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Drive impact for the businesses and functions through strategic workforce planning. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align strategic workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integrate strategic workforce planning with association functions including HR, CFO, CREW, Risk, and Association Planning.
Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments. Serve as a key point of contact for best practices in strategic workforce planning.
Build organizational strategic workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree in Finance, Business, or Human Resources or related discipline; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
8+ years of experience in workforce planning, forecasting, or HR analytics including leadership experience
3+ years leading high-performing teams
Proven experience developing long-range (3+ years) workforce forecasts and strategic plans
Strong business acumen with the ability to anticipate future talent and skill needs
Advanced critical thinking, communication, and forecasting skills
What sets you apart:
Experience in insurance and/or banking sectors
Familiarity with call center and sales workforce dynamics
Knowledge of workforce planning technologies and platforms (e.g., Workday, SAP, Oracle)
Experience with design thinking and agile methodologies
Expertise in integrating human and AI resource planning
Compensation range: The salary range for this position is: $127,310.00 - $243,340.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Executive Vice President, Bank President and CEO
Fort Worth, TX jobs
How will this role impact First Command? As the Bank President and CEO, the objective is to maintain strong safety and soundness ratings coupled with steady growth and performance in all areas of the bank to include lending, payments, deposit, compliance, operations, and wealth management. In addition to leading the bank, the FCB President is a member of the FCFS Executive Leadership Team (ELT). As a member of ELT, the successful candidate will contribute to the development and execution of enterprise-level strategic themes and objectives while advocating for the Bank as a key cornerstone of the enterprise value proposition.
The Bank President and CEO will also be a member of the Bank's Board of Directors. The position builds solid relationships with both the FCB and the FCFS Board of Directors. The position requires participation and presentation of business updates at the FCB and FCFS Board of Director's meeting and other committees as assigned. Additional duties include Chairperson of the Director's Loan Committee (DLC), Asset Liability Committee (ALCO), and Compliance Committee.
Reporting Relationship
The Bank President and CEO reports to the President and CEO of FCFS. He or she will lead and coach a client-focused team of highly qualified banking professionals to achieve annual business plan objectives and value-added performance targets in accordance with the regulations, policies, and guidance of the ELT and the FCB Board of Directors. Incumbent must be a mature, professional individual able to address problems and recommend solutions to resolve business, client and/or personnel issues.
What will you do in this role?
* Develop and implement a comprehensive Bank Strategy in support of the company's Big Audacious Goal of being THE personal financial coach of our nation's military families. Provides the vision, direction, and guidance to stakeholders and enterprise leadership to evolve and grow the bank.
* Build the vision to scale the bank leveraging Digital and FinTech solutions to exponentially grow the bank delivering a seamless client experience in a sustainable and compliant environment. The scalable platform will be critical to the bank's transformation to a direct-to-consumer model.
* As a member of ELT, actively contribute and influence enterprise strategy delivering value to clients while enhancing our Brand and elevating our reputation.
* Coach, develop, and inspire direct reports and key internal partners to meet team performance goals and objectives. This includes establishing robust development plans and succession planning.
* Create strong relationships with the First Command Advisors built on trust and integrity to promote and advocate banking services for our clients.
* Earn the respect and trust of federal regulators through proactive and transparent communication for the safety and soundness of the bank.
* Establish a culture of inclusion and an environment of psychological safety to promote inclusion, engagement, and innovation to achieve superior business results and greater diversity of our workforce.
* Proactively anticipate capital and liquidity needs in up and down markets staying ahead of changing economic conditions to successfully guide the bank in all environments.
Travel
* This role will require periodic travel to visit field offices throughout United States.
What skills & qualifications do you need?
Education
* A bachelor's degree in finance or economics is required. A master's degree or graduate school in banking is preferred. Strong credit training is essential.
Work Experience
* 15 to 20 years in commercial or consumer banking with extensive background in financial institution management.
* Minimum of 10 years or more in a senior management or C-suite level position.
* Accustomed to participating with and presenting business updates at the Board level. Prior Committee leadership experience including Loan Committee, Asset Liability Committee (ALCO), and Compliance Committee.
* Significant background in credit administration with lending authority.
* Extensive commercial and consumer lending background to include underwriting, credit analysis, collections, and loan operations to act on virtually all credit quality issues.
* Working experience with federal regulators, mainly the Office of the Currency of the Comptroller (OCC).
* Ability to comply with internal policies and discernment with respect to exceptions to maximize performance and customer service levels.
* Experience working with Internal Audit staff to insure solid financial controls are in place.
* Able to contribute at both the Bank strategy level and the Enterprise Strategy level.
* Military experience and background preferred.
Required Knowledge, Skills and Abilities
* Passionate, visionary, engaging, and principled. A strong work ethic and a low ego.
* Forward looking, growth-focused, and energized by collaboration with like-minded colleagues who are aligned with the mission and ready to scale the business.
* Thinks strategically and challenges the status quo, using his or her unique external vantage point to see what may not be apparent to others in the business.
* Has impeccable communication and presentation skills.
* Offers superior strategic planning and organizational skills with a hands-on execution style.
* Able to work independently with little or no supervision.
* Builds productive and positive relationships across the enterprise. Handles difficult customer or field issues in a professional manner.
#LI-NC1
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
Director of Strategic Workforce Planning
San Antonio, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As the Director of Strategic Workforce Planning, you will lead the development and execution of association-wide, forward-looking talent strategies that directly enable USAA's business objectives. You will champion a data-driven, capability-focused approach to ensure the organization has the right talent, skills, timing, location, and cost to meet its long-term goals. This role requires a strategic leader who can connect talent, workplace, and technology, and build strong partnerships across HR, IT, Finance, and business leadership to embed workforce planning capabilities across the association.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is available for this position.
The Work Ahead
Practice Leadership. Lead and develop a high-performing team of workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of workforce planning practices across the organization. Continuously seek and integrate best practices.
Strategic Workforce Planning & Business Alignment. Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Workforce Analytics & Data-Driven Decision Making. Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Workforce Optimization & Technology Integration. Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Cross-Functional Collaboration & Influence. Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integration & Risk Mitigation. Integrate workforce planning with association functions including HR, CFO, CRE, Risk, and Association Planning and drive adoption of practices and process. Ensure planning processes operate within established risk, compliance, and performance thresholds.
Consultation & Co-Creation. Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments.
Capability Development. Build organizational workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
What you'll do:
Lead and develop a high-performing team of strategic workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of strategic workforce planning practices across the organization.
Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Drive impact for the businesses and functions through strategic workforce planning. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align strategic workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integrate strategic workforce planning with association functions including HR, CFO, CREW, Risk, and Association Planning.
Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments. Serve as a key point of contact for best practices in strategic workforce planning.
Build organizational strategic workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree in Finance, Business, or Human Resources or related discipline; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
8+ years of experience in workforce planning, forecasting, or HR analytics including leadership experience
3+ years leading high-performing teams
Proven experience developing long-range (3+ years) workforce forecasts and strategic plans
Strong business acumen with the ability to anticipate future talent and skill needs
Advanced critical thinking, communication, and forecasting skills
What sets you apart:
Experience in insurance and/or banking sectors
Familiarity with call center and sales workforce dynamics
Knowledge of workforce planning technologies and platforms (e.g., Workday, SAP, Oracle)
Experience with design thinking and agile methodologies
Expertise in integrating human and AI resource planning
Compensation range: The salary range for this position is: $127,310.00 - $243,340.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Director of Strategic Workforce Planning
Plano, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As the Director of Strategic Workforce Planning, you will lead the development and execution of association-wide, forward-looking talent strategies that directly enable USAA's business objectives. You will champion a data-driven, capability-focused approach to ensure the organization has the right talent, skills, timing, location, and cost to meet its long-term goals. This role requires a strategic leader who can connect talent, workplace, and technology, and build strong partnerships across HR, IT, Finance, and business leadership to embed workforce planning capabilities across the association.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is available for this position.
The Work Ahead
Practice Leadership. Lead and develop a high-performing team of workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of workforce planning practices across the organization. Continuously seek and integrate best practices.
Strategic Workforce Planning & Business Alignment. Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Workforce Analytics & Data-Driven Decision Making. Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Workforce Optimization & Technology Integration. Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Cross-Functional Collaboration & Influence. Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integration & Risk Mitigation. Integrate workforce planning with association functions including HR, CFO, CRE, Risk, and Association Planning and drive adoption of practices and process. Ensure planning processes operate within established risk, compliance, and performance thresholds.
Consultation & Co-Creation. Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments.
Capability Development. Build organizational workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
What you'll do:
Lead and develop a high-performing team of strategic workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of strategic workforce planning practices across the organization.
Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Drive impact for the businesses and functions through strategic workforce planning. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align strategic workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integrate strategic workforce planning with association functions including HR, CFO, CREW, Risk, and Association Planning.
Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments. Serve as a key point of contact for best practices in strategic workforce planning.
Build organizational strategic workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree in Finance, Business, or Human Resources or related discipline; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
8+ years of experience in workforce planning, forecasting, or HR analytics including leadership experience
3+ years leading high-performing teams
Proven experience developing long-range (3+ years) workforce forecasts and strategic plans
Strong business acumen with the ability to anticipate future talent and skill needs
Advanced critical thinking, communication, and forecasting skills
What sets you apart:
Experience in insurance and/or banking sectors
Familiarity with call center and sales workforce dynamics
Knowledge of workforce planning technologies and platforms (e.g., Workday, SAP, Oracle)
Experience with design thinking and agile methodologies
Expertise in integrating human and AI resource planning
Compensation range: The salary range for this position is: $127,310.00 - $243,340.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.