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Vice President jobs at Bank of the Ozarks - 2271 jobs

  • VP, Call Report Specialist

    Bank OZK 4.8company rating

    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 overseeing and supporting all regulatory reporting, specifically the Consolidated Report of Condition and Income (the "Call Report"), including establishing and maintaining policies and procedures, that are consistent with the Board of Director and regulatory requirements. Essential Job Functions + Responsible for preparation of the Bank's Call Report and all associated regulatory reporting requirements. + Prepares or reviews other daily, weekly, monthly and/or quarterly regulatory reports (e.g. FR 2644). + Monitors changes to Call Report and other regulatory reports' rules, regulations, preparation and filing instructions. Updates policies and procedures regarding regulatory reports to ensure the Bank remains in compliance with changing regulatory standards, as necessary. + Maintains control documentation and creates work papers, memoranda, summaries and schedules supporting Call Report and other regulatory reports. + Acts as primary contact during internal and external audits and examinations for Call Report and other regulatory reports. + Works to automate, enhance and gain efficiencies in reporting. + Performs ad-hoc and recurring financial analysis and reporting. + Compiles data to support board-level reporting. + Prepares and maintains certain state reports in accordance with Bank and state regulatory standards. + Mentors junior staff, as needed. + Performs other duties as assigned. Knowledge, Skills & Abilities + Comprehensive knowledge of Call Report and Call Report instructions. + Comprehensive knowledge of accounting rules and regulations, including reporting requirements. + Ability to research and understand Call Report and other regulatory report rules and regulations, including changes, updates, and additions. + Ability to create, analyze and maintain documentation and workpapers in support of Call Report and other regulatory reports. + Ability to manage multiple priorities and demonstrate flexibility in a continually changing environment. + Ability to meet strict deadlines while maintaining accuracy and attention to detail. + Ability to work under minimal or no supervision. + Ability to compile and analyze diverse financial information using Excel and other tools. + Ability to collaborate effectively and perform as part of a team. + Ability to communicate effectively, both verbally and in writing. + Strong problem-solving, organizational, critical thinking, and time management skills. + Skill in using computer and Microsoft Office, including Word, Excel, and Outlook. Basic Qualifications + Bachelor's degree in accounting or finance, or commensurate work experience, required. + 6+ years of experience in financial regulatory reporting, financial analysis, accounting functions, corporate finance, or related work experience, required. + Experience preparing or directly overseeing the preparation of the Call Report for an FDIC-insured depository institution valued at $1 billion (in total assets) or larger, 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. #DNP #LI-RV1 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.
    $113k-168k yearly est. 60d+ ago
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  • VP, Private Wealth Investment Strategist

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX jobs

    A leading financial institution in Dallas is seeking an experienced Investment Specialist to drive client engagement and deliver tailored investment solutions. The ideal candidate will hold a Bachelor's degree, possess Series 7, 66, and Insurance licenses, and have over seven years in Private Banking or Financial Services. The role includes conducting investment reviews, developing investment strategies, and supporting sales efforts in a collaborative environment. #J-18808-Ljbffr
    $113k-167k yearly est. 4d ago
  • Identity Access Management (IAM) Director

    TBK Bank, SSB 3.9company rating

    Dallas, TX jobs

    Identity Access Management (IAM) Director page is loaded## Identity Access Management (IAM) Directorlocations: Dallas, TXtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ-4562**Join Triumph!**At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That's why we're looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.**Role Summary:**The IAM Director is a senior leadership role requiring deep technical expertise and strong team management capabilities. You will lead a matrixed team across architecture, engineering, infrastructure, and governance to ensure IAM services are effectively applied to corporate assets, vendors, and third-party entities.In this role you'll oversees a comprehensive IAM program encompassing provisioning, access management, single sign-on (SSO), directory services, technical integrations, and behavioral analytics. We hope you'll have at least ten years of experience in technology and security administration across large, complex environments, including third-party integrations. As a senior leader, you'll also mentor team members, executes strategic initiatives from the CISO and CIO, and balances business risk with IAM best practices.**What You'll Be Doing:*** Define and maintain a multi-year IAM roadmap (Workforce, B2B, B2C) aligned with Zero Trust, least privilege, and regulatory requirements.* Define success criteria for maturing IAM and produce KPIs to measure success.* Own and evolve reference architectures for SSO/Federation (SAML, OIDC, OAuth2), MFA/Passwordless, Directory Services, IGA, PAM, and secrets/keys management.* Lead a matrixed IAM team responsible for deploying identity and access controls across enterprise and customer-facing applications (CIAM) using a frictionless user-friendly approach.* Oversee implementation of IAM solutions in alignment with security policies, standards, and access control processes.* Govern IAM policies and solutions across SSO, directory services, certificates, MFA, RBAC, privileged access, automation, and behavioral analytics.* Align operational procedures with business and technology stakeholders.* Supervise access reviews and certification processes to meet business unit requirements.* Implement automated joiner-mover-leaver processes with role-based entitlements and auditable access recertifications.* Establish policies for Just-In-Time (JIT) access, break-glass accounts, and tiered administrative models.* Collaborate with infrastructure and security leadership on strategic planning and budgeting.* Act as the IAM liaison for incident response, SOC analysts, application engineers, and security leadership.* Represent IAM in change and project management forums.* Serve as the primary IAM contact for internal and external auditors, ensuring compliance with privacy and regulatory standards.* Partner with Security, Audit, and Legal teams to meet SOX, HIPAA, PCI-DSS, SOC 2, ISO 27001, and data privacy obligations.* Lead audit responses and maintain evidence and control effectiveness metrics.* Integrate IAM controls into SaaS onboarding, CI/CD pipelines, and device/VDI strategies (e.g., IGEL, Horizon).* Enable secure external collaboration (B2B guest/federation) for product and marketing teams.* Promote application of emerging IAM trends utilizing AI to drive effectiveness.* Perform other duties as assigned.**What Makes You a Great Fit:*** Minimum 10 years in cybersecurity, with at least 5 years in IAM program leadership.* Deep technical expertise in IAM design, implementation, and delivery.* Proficiency with IAM technologies including identity providers, access management, and federated authentication.* Strong understanding of RBAC and ABAC models.* Familiarity with regulatory frameworks: PCI, FFIEC, SOX, GDPR, GLBA, ISO, ITIL, and NIST.* Experience with both on-premises and cloud-based IAM solutions.* Extensive knowledge of SSO, MFA, Active Directory, PKI, privileged access, and API integrations.* Proven experience administering IAM systems and implementing scalable governance frameworks.* Experience with AWS and Microsoft Azure preferred.* Familiarity with state-level privacy laws.* Bachelor's degree in Computer Science, Information Assurance, MIS, or a related field, or equivalent industry experience.* CISSP and/or SANS (GSE) required; CISM preferred.**Some Add'l Skills we Hope You Bring:*** Strong analytical, communication, and leadership skills with a commitment to excellence and adaptability.* Working knowledge of Windows, Unix, mac OS, and leading IAM platforms (e.g., Okta).* Self-directed, organized, and proactive in anticipating threats and positioning controls.* High integrity and ability to lead by example.**Work Environment**The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.* Moderate noise (i.e. business office with computers, phone, and printers, light traffic).* Ability to work in a confined area.* Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.* While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.* Specific vision abilities are required by this job due to computer work.* Light to moderate lifting is required.* Regular, predictable attendance is required#LI-JC1**We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.**Go on. Do it. Apply Today! #J-18808-Ljbffr
    $148k-255k yearly est. 4d ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorgan Chase 4.8company rating

    San Antonio, TX jobs

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $159k-242k yearly est. 6d ago
  • Vice President / Director / Managing Director - Real Estate Debt

    Kayne Anderson 3.0company rating

    Boca Raton, FL jobs

    Title: Vice President / Director / Managing Director (Depending on Experience) Location: Boca Raton, FL (Full Time / In Office) Real Estate Kayne Anderson Real Estate is a leading real estate investment firm, managing nearly $20 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off‑campus student housing, multifamily housing, self‑storage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, an approximately $40 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors. With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project's overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate's reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of October 2025) Position Overview We are seeking a highly skilled real estate debt investment professional to join our growing team. The new hire will play a leading role in sourcing, structuring, and managing real estate debt investments. In particular we are seeking a candidate who has experience in (i) purchasing non‑performing and sub‑performing loans, (ii) loan workouts, and (iii) direct high‑yield lending. This is a highly visible role with direct responsibility for investment strategy, deal execution, and portfolio management within the firm's expanding platform. General Position Responsibilities Lead the origination, underwriting, and structuring of debt investments across various real estate asset classes. Build and maintain relationships with borrowers, lenders, brokers, and other capital markets participants to source proprietary deal flow. Oversee financial modeling, investment analysis, and due diligence processes to evaluate new opportunities. Manage the execution of complex transactions, including negotiation of loan documents and closing processes. Monitor and manage portfolio performance, including risk management, asset surveillance, and value optimization strategies. Partner with senior leadership to shape investment strategy and capital deployment. Mentor junior team members, providing guidance on deal analysis, execution, and market insights. Qualifications 7+ years of experience in real estate debt investing, credit, or structured finance, ideally with a private equity, investment management, or real estate investment platform. Strong track record in sourcing and executing transactions. Deep knowledge of capital markets, real estate debt structures, and risk/return analysis. Proven ability to lead deal execution from origination through closing and asset management. Exceptional financial modeling, analytical, and negotiation skills. Established industry relationships with borrowers, lenders, and intermediaries. Strong leadership, communication, and presentation skills. Bachelor's degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus. Benefits Competitive medical, dental, and vision insurance Flexible spending accounts (dependent care, healthcare, limited purpose FSA) Accident and Critical Illness insurance Long Term Disability insurance Competitive 401(k) benefits Pet healthcare savings program Member's Only Healthcare - healthcare navigation WellHub - corporate wellness platform $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy) Rocket Lawyer legal benefits Reimbursement of professional society memberships and exam fees Up to $10,000 matching annually for contributions to qualified non-for-profit organizations Parental leave Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr
    $118k-203k yearly est. 4d ago
  • U.S. Private Bank - Private Banker - Managing Director

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX jobs

    Job Information Job Identification 210700344 Business Unit Asset & Wealth Management Posting Date 01/09/2026, 08:59 PM Job Schedule Full time Job Shift Day Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr
    $147k-243k yearly est. 3d ago
  • Tax Managing Director, Alt Investments - ESOP Eligible

    BDO USA 4.8company rating

    Atlanta, GA jobs

    A leading accounting firm is seeking a Tax Managing Director for their Alternative Investments practice in Atlanta, GA. This position involves leading tax compliance and consulting for clients in venture capital, private equity, hedge funds, and real estate. With a focus on client relationships and team leadership, the successful candidate will have over 10 years of relevant experience and a strong background in tax strategy development. This role offers an opportunity to make a significant impact while working in a dynamic environment. #J-18808-Ljbffr
    $90k-137k yearly est. 3d ago
  • IAM Director: Zero-Trust Strategy & Security Leader

    TBK Bank, SSB 3.9company rating

    Dallas, TX jobs

    A financial institution in Dallas seeks an IAM Director to lead the identity access management program. The successful candidate will manage a matrixed team, enhance IAM solutions, and ensure compliance with regulatory standards. Ideal applicants should have over 10 years in cybersecurity, including significant experience in IAM program leadership and familiarity with key regulatory frameworks. The role offers a competitive salary and excellent benefits. #J-18808-Ljbffr
    $123k-157k yearly est. 4d ago
  • Market Director

    Thrivent Financial 4.4company rating

    Nashville, TN jobs

    Conduct joint field work with financial advisors to observe, offer feedback and help with case consultation, and delivery as needed.Engage all matrix partners to leverage their expertise and skills for business processes and systems. Work with the Community Engagement team and others to develop and implement advisor growth plans. **QUALIFICATIONS & SKILLS:** Experience hiring financial advisor on teams.Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote, and demonstrate usage of tools as needed.At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. #J-18808-Ljbffr
    $77k-97k yearly est. 1d ago
  • Director, Capital Markets & Financial Strategy

    QTS Realty Trust 4.4company rating

    Duluth, GA jobs

    A global data center provider is seeking a Director of Capital Markets to spearhead financial transactions and contribute to strategic initiatives. The role demands 7+ years in banking or capital markets, strong financial modeling skills, and a Bachelor's degree. You will manage complex financial operations, collaborate with stakeholders, and assist in M&A projects. This position offers competitive benefits, including employee stock options and a holistic rewards package. #J-18808-Ljbffr
    $113k-139k yearly est. 3d ago
  • VP, Financial Consultant- Charlotte, NC

    Charles Schwab 4.8company rating

    Charlotte, NC jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $79k-145k yearly est. 1d ago
  • Director, U.S. Deputy CISO

    Scotiabank 4.9company rating

    Dallas, TX jobs

    Select how often (in days) to receive an alert: Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Banking and Markets Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Purpose The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise. Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies. Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams. Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators. Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling. Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems. Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities. Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned. Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans. Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits. Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders. Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary. Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners. Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations. Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups. Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally. Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions. Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO. Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Scope includes compliance with information security regulations, user education and access, and cybersecurity. Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions. Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations. Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future. Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions. Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct. Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team. Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. What You'll Bring Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management). Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential. Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset. Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected. Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills. Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable. Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC). Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP. Interested? If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. #DALLAS Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. #J-18808-Ljbffr
    $105k-131k yearly est. 3d ago
  • UHNW Private Banking Director: Wealth Strategy & Growth

    Citigroup Inc. 4.6company rating

    Miami, FL jobs

    A leading financial services firm in Miami is looking for a Private Banker to develop and manage client relationships and create tailored wealth management strategies. Candidates should have over 15 years of experience in the financial sector, strong knowledge of investment and credit products, and relevant licensing. This role offers a salary range of $200,000 to $500,000 plus comprehensive employee benefits including medical coverage and paid time off. #J-18808-Ljbffr
    $125k-164k yearly est. 1d ago
  • VP, Financial Consultant - Orlando, FL (National Branch - Southeast)

    Charles Schwab 4.8company rating

    Orlando, FL jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $76k-138k yearly est. 1d ago
  • VP, Financial Consultant - Boca Raton, FL

    Charles Schwab 4.8company rating

    Boca Raton, FL 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
    $76k-137k yearly est. 1d ago
  • VP, Financial Consultant - Orlando, FL (National Branch - Southeast)

    Charles Schwab 4.8company rating

    Deltona, FL jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $76k-138k yearly est. 1d ago
  • U.S. Private Bank - Wealth Advisor - Executive Director

    Jpmorgan Chase 4.8company rating

    Charlotte, NC jobs

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning + Assist Bankers and other team members in their new business efforts + Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team's strategy with respect to PA outreach + Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media + Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities, and Skills** + Five plus years of complex estate and wealth planning experience + Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals + Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals + Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations + Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations + Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement **Preferred Qualifications, Capabilities, and Skills** + CPA designation + Ability to partner with clients' other advisors (principally their attorneys and accountants) + Demonstrated understanding of other wealth management disciplines, including investing and credit + Ability to work in a team-based environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $129k-186k yearly est. 6d ago
  • Insurance Operations Director: Strategy & Transformation

    Price Waterhouse Coopers 4.5company rating

    Dallas, TX jobs

    A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable. #J-18808-Ljbffr
    $96k-127k yearly est. 2d ago
  • VP, Financial Consultant - Plantation, FL

    Charles Schwab 4.8company rating

    Plantation, FL 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
    $76k-137k yearly est. 1d ago
  • VP, Project Management

    Bank OZK 4.8company rating

    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 As VP, Project Management and a member of Bank OZK's enterprise Project Management Office (PMO) team, you will lead various project teams to achieve specific business objectives of the Bank. You will orchestrate project activities throughout the lifecycle, including planning, monitoring, and execution, to deliver high value business and technology solutions. Essential Job Functions + Define, document, and adhere to project scope, utilizing change management processes when needed + Create and follow a work breakdown structure or similar project timeline/schedule, creating momentum and sustaining forward progress + Monitor resources assigned to the project (bandwidth, performance issues, etc.) + Document, track, and mitigate project-related risks and issues + Document and track project-related decisions, action items, and other project-related artifacts + Complete detailed, timely, succinct, and accurate documentation of meeting notes and other related items + Facilitate project meetings in an organized and efficient manner (e.g., agendas, goals, decisions to be made) + Organize, track, and report user acceptance testing + Communicate, both verbally and in writing, status and risks to senior and executive management and other business line leaders in a concise and factual manner + Consistently demonstrate an expert level of project management skill/knowledge and the ability to operate in accordance with Bank OZK's defined project management methodology, program and procedures + Drive teams to collaborate and successfully complete projects on schedule and within scope (budget tracking as determined) + Effectively manage two to four, or more projects concurrently with minimal supervision + Demonstrate ability to grasp a project's subject matter to maximize oversight effectiveness + Possess an exceptional ability to think in a tactical nature, recall details/facts, maintain current and accurate information, and discern potential problems or challenges + Possess a high degree of behavioral aptitude specifically pertaining to leadership, communication, attitude, ethics, professional maturity, and cultural/situational awareness. + De monstrate effective project management skills, including organization, time management, and attention to detail + Drive results in a professional manner to accomplish business objectives + Enthusiastically embrace, support, and model the bank's values and mission + Ensure compliance with Bank OZK and internal/external regulatory policy, procedures, and guidelines Knowledge, Skills & Abilities + Ability to set goals and build group morale and commitment. + Ability to convey project expectations and monitor delegated activities. + Ability to understand the business implications of tactical decisions. + Ability to work without close supervision. + Innovative and insightful leader with strong observation skills and attention to detail, capable of leading a team to success + Possesses a high degree of behavioral aptitude specifically pertaining to leadership, communication, attitude, ethics, professional maturity, and cultural/situational awareness. + Demonstrates effective project management skills, including organization, time management, and attention to detail + Possesses an exceptional ability to think in a tactical nature, recall details/facts, maintain current and accurate information, and discern potential problems or challenges + Talent for translating big-picture goals into effective actions Basic Qualifications + High school diploma or equivalent required; bachelor's degree preferred + 4+ years of work experience leading formal, professional-level projects required + Project Management Professional (PMP) certification preferred Job Expectations Operate 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-RV1 #DNP EEO Statement Bank OZK is an equal opportunity employer and give 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.
    $129k-185k yearly est. 39d ago

Learn more about Bank of the Ozarks jobs