Vice President jobs at Bank of the Ozarks

- 2058 jobs

VP, Private Banker
Bank OZK 4.8
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 building a book of high-net-worth clientele, managing and expanding those relationships to grow the private client base. Provide advice, counsel, and high-level customer service to meet the comprehensive banking needs of high-net-worth clients. Deliver private banking credit and deposit solutions, while partnering with trust and wealth management, retail, commercial banking and other lines of business to provide comprehensive financial solutions across the Bank OZK footprint through an exclusive delivery model. Essential Job Functions + Convene and collaborate with product experts to develop long-term solutions to strengthen client relationships across all lines of business. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Generate business results and acquire new assets from both existing client base and new client acquisition. + Develop and maintain a strong community presence with an established network. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Understand client needs, investment objectives, and risk profiles to offer tailored solutions and investment strategies that meet their investment, banking, and liquidity requirements; identify needs that are not articulated or clearly expressed by the client. + Focus on the client experience and work tirelessly on the client's behalf. + Build strong relationships with client families that cross generations to establish long-term connections to the Bank. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Effectively manage client expectations regarding what can and cannot be executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure financial strategies are aligned and appropriate. + Anticipate events in clients' lives and businesses with significant financial implications, and proactively address. + Keep abreast of financial industry developments and current global market conditions. + Establish an internal referral network and gain introductions to potential clients to generate new sales. + Collaborate with internal teams, including portfolio management, marketing, and operations, to leverage capabilities, share expertise, ensure seamless client onboarding, effective communication, and alignment of client expectations. + Qualify, onboard, and service clients with minor oversight from management. + Follow standard procedures and advocate appropriate exceptions to standard practices when warranted, seeking approvals as appropriate. + Prioritize issues that need to be escalated, collaborating with the appropriate people and teams to expedite resolution. + Maintain client communication records in the relationship management platform, ensuring accurate and up-to-date information. + Based on feedback from clients, colleagues, and management, seek continuous improvement, demonstrating accountability and adapting behavior as necessary to ensure expectations are met or exceeded. + Appropriately assess and mitigate risk, ensuring compliance with regulatory requirements, to minimize any potential liability for the Bank. + Comply with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. + Complete all assigned/required Bank training within established timelines. + Actively participate in efforts to improve efficiencies. + Provide additional support to management and colleagues, as necessary. + Display a high degree of integrity, trustworthiness, and professionalism at all times. + Enthusiastically support the bank's values and mission. + Follow Bank policy, procedures, and guidelines to protect customers and bank assets. Knowledge, Skills & Abilities + Comprehensive knowledge of finance, investments, wealth planning, credit and banking concepts + Knowledge of banking rules and regulations + Ability to communicate effectively both verbally and in writing, including presentation skills, to engage with clients and internal stakeholders + Ability to demonstrate a strong aptitude for learning and communicating market trends, investment product knowledge, and systematic strategies + Ability to display a high level of professionalism, integrity, and discretion when handling confidential client information + Ability to build and maintain strong client relationships, provide exceptional service and exceed client expectations + Ability to demonstrate proven sales success and strong business acumen + Ability to demonstrate effective analytical, critical thinking, and problem-solving skills + Ability to make critical decisions independently + Ability to demonstrate an entrepreneurial mindset and think outside the box + Ability to partner with clients effectively to identify and service their unique needs + Ability and willingness to travel overnight and work evenings and weekends as necessary to accomplish business objectives + Ability to work independently and demonstrate accountability for onboarding new business relationships with high net worth and very high net worth clients + Ability to demonstrate expertise in sales, networking, negotiations, community relationship building, and business development + Skill in using computer, Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint), and banking applications Basic Qualifications + Bachelor's degree or commensurate work experience required; MBA, JD, CFA, or CFP preferred + 5+ years of banking experience, including 3+ years in private banking or in another client-facing role serving high net-worth individuals, families and family offices, required + NMLS, or successful completion of NMLS process within 30 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. #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.
$113k-168k yearly est. 51d ago
SVP, Alternative Investments - Private Markets
Fidelity Investments 4.6
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
$111k-181k yearly est. 5d ago
VP, Financial Consultant - Austin (Bee Cave), TX
Charles Schwab 4.8
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
$90k-155k yearly est. 3d ago
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab 4.8
Atlanta, GA 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. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: CFP designation or CFA designation Bachelor's degree Active and valid FINRA Series 7 license (May be obtained with a 120-day condition of employment) Active and valid FINRA Series 66 license required (May be obtained with a 120-day condition of employment) Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: Five or more years working directly with clients in the financial services industry highly preferred 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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
$93k-116k yearly est. 1d ago
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab 4.8
Roanoke, TX 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 locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: CFP designation or CFA designation Bachelor's degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: Five or more years working directly with clients in the financial services industry highly preferred 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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
$97k-122k yearly est. 1d ago
Director, General Lines (Commercial Insurance Sales)
USAA 4.7
Charlotte, NC 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 Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states. In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week. What you'll do: Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Leads transnational change in the commercial operational team. Develops and implement sales culture while maintaining service excellence. Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams. Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage. Reviews key reporting results to include process adherence escalations and exceptions. Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience. 2 years of direct-to-consumer sales and service experience. 3 years of management or leadership experience. 2 years of Agency or Broker experience. Understanding of Sales and Underwriting processes/practices. Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities. Experience with Agency Management Systems. Ability to work in dynamic and agile environment. Ability to work in a multi-functional highly collaborative working group. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. What sets you apart: Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up) Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. 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.
$114.1k-218k yearly Auto-Apply 3d ago
Director, General Lines (Commercial Insurance Sales)
USAA 4.7
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 Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states. In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week. What you'll do: Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Leads transnational change in the commercial operational team. Develops and implement sales culture while maintaining service excellence. Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams. Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage. Reviews key reporting results to include process adherence escalations and exceptions. Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience. 2 years of direct-to-consumer sales and service experience. 3 years of management or leadership experience. 2 years of Agency or Broker experience. Understanding of Sales and Underwriting processes/practices. Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities. Experience with Agency Management Systems. Ability to work in dynamic and agile environment. Ability to work in a multi-functional highly collaborative working group. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. What sets you apart: Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up) Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. 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.
$114.1k-218k yearly Auto-Apply 3d ago
Vice President of Financial Planning & Analysis
Etonien 3.9
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.
$87k-147k yearly est. 1d ago
VP, Financial Consultant - Plano, TX
Charles Schwab 4.8
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
$88k-151k yearly est. 2d ago
Director, Digital Assets Operations
Fidelity Investments 4.6
Plano, TX jobs
The Role In this role you will be responsible for assessing and documenting the requirements for Fidelity's digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. The Expertise and Skills You Bring Advanced knowledge of alternative investments with an emphasis on deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds. Bachelor's Degree or equivalent 8+ Years of experience preferred Effective written and verbal communication Experience with fund operations including administration, accounting, valuation, and custody Investment product knowledge including product pricing, digital, alternative and standard investment vehicle structures, regulatory framework, and distribution Investment operations including trading, portfolio analytics, performance, and compliance Portfolio transition management Transferable skills include risk management, compliance, and project management Bachelor's Degree or equivalent experience. CAIA and /or CFA is a plus. Note: Fidelity is not providing immigration sponsorship for this position The Team In Global Product Solutions, we're on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity's new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunities to Certifications:Category:Product Management 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. 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.
$89k-116k yearly est. 2d ago
Director, Digital Assets Operations
Fidelity Investments 4.6
Richardson, TX jobs
The Role In this role you will be responsible for assessing and documenting the requirements for Fidelity's digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. The Expertise and Skills You Bring Advanced knowledge of alternative investments with an emphasis on deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds. Bachelor's Degree or equivalent 8+ Years of experience preferred Effective written and verbal communication Experience with fund operations including administration, accounting, valuation, and custody Investment product knowledge including product pricing, digital, alternative and standard investment vehicle structures, regulatory framework, and distribution Investment operations including trading, portfolio analytics, performance, and compliance Portfolio transition management Transferable skills include risk management, compliance, and project management Bachelor's Degree or equivalent experience. CAIA and /or CFA is a plus. Note: Fidelity is not providing immigration sponsorship for this position The Team In Global Product Solutions, we're on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity's new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunities to Certifications:Category:Product Management 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. 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.
$85k-121k yearly est. 2d ago
Director, Digital Assets Operations
Fidelity Investments 4.6
Mesquite, TX jobs
The Role In this role you will be responsible for assessing and documenting the requirements for Fidelity's digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. The Expertise and Skills You Bring Advanced knowledge of alternative investments with an emphasis on deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds. Bachelor's Degree or equivalent 8+ Years of experience preferred Effective written and verbal communication Experience with fund operations including administration, accounting, valuation, and custody Investment product knowledge including product pricing, digital, alternative and standard investment vehicle structures, regulatory framework, and distribution Investment operations including trading, portfolio analytics, performance, and compliance Portfolio transition management Transferable skills include risk management, compliance, and project management Bachelor's Degree or equivalent experience. CAIA and /or CFA is a plus. Note: Fidelity is not providing immigration sponsorship for this position The Team In Global Product Solutions, we're on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity's new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunities to Certifications:Category:Product Management 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. 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.
$86k-121k yearly est. 2d ago
Director, Digital Assets Operations
Fidelity Investments 4.6
Sanger, TX jobs
The Role In this role you will be responsible for assessing and documenting the requirements for Fidelity's digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. The Expertise and Skills You Bring Advanced knowledge of alternative investments with an emphasis on deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds. Bachelor's Degree or equivalent 8+ Years of experience preferred Effective written and verbal communication Experience with fund operations including administration, accounting, valuation, and custody Investment product knowledge including product pricing, digital, alternative and standard investment vehicle structures, regulatory framework, and distribution Investment operations including trading, portfolio analytics, performance, and compliance Portfolio transition management Transferable skills include risk management, compliance, and project management Bachelor's Degree or equivalent experience. CAIA and /or CFA is a plus. Note: Fidelity is not providing immigration sponsorship for this position The Team In Global Product Solutions, we're on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity's new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunities to Certifications:Category:Product Management 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. 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.
$85k-121k yearly est. 2d ago
Director, Digital Assets Operations
Fidelity Investments 4.6
Euless, TX jobs
The Role In this role you will be responsible for assessing and documenting the requirements for Fidelity's digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. The Expertise and Skills You Bring Advanced knowledge of alternative investments with an emphasis on deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds. Bachelor's Degree or equivalent 8+ Years of experience preferred Effective written and verbal communication Experience with fund operations including administration, accounting, valuation, and custody Investment product knowledge including product pricing, digital, alternative and standard investment vehicle structures, regulatory framework, and distribution Investment operations including trading, portfolio analytics, performance, and compliance Portfolio transition management Transferable skills include risk management, compliance, and project management Bachelor's Degree or equivalent experience. CAIA and /or CFA is a plus. Note: Fidelity is not providing immigration sponsorship for this position The Team In Global Product Solutions, we're on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity's new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunities to Certifications:Category:Product Management 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. 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.
$86k-121k yearly est. 2d ago
Director, Digital Assets Operations
Fidelity Investments 4.6
Fort Worth, TX jobs
The Role In this role you will be responsible for assessing and documenting the requirements for Fidelity's digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model. This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO's capabilities and to from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners. The Expertise and Skills You Bring Advanced knowledge of alternative investments with an emphasis on deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds. Bachelor's Degree or equivalent 8+ Years of experience preferred Effective written and verbal communication Experience with fund operations including administration, accounting, valuation, and custody Investment product knowledge including product pricing, digital, alternative and standard investment vehicle structures, regulatory framework, and distribution Investment operations including trading, portfolio analytics, performance, and compliance Portfolio transition management Transferable skills include risk management, compliance, and project management Bachelor's Degree or equivalent experience. CAIA and /or CFA is a plus. Note: Fidelity is not providing immigration sponsorship for this position The Team In Global Product Solutions, we're on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are amid implementing Fidelity's new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. Lots of opportunities to Certifications:Category:Product Management 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. 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.
$90k-116k yearly est. 2d ago
Vice President, Member Services (Contact Center)
Local Government Federal Credit Union 4.2
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
$118k-165k yearly est. 8d ago
Director, Channel Strategy and Performance
USAA 4.7
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 Our Director, Channel Strategy and Performance is responsible for leading the strategy, execution and optimization of our owned marketing channels-including email, direct mail, and on-site placements. This role will be responsible for driving performance across these critical touchpoints, leveraging advanced Customer Data Platform (CDP) capabilities and omni-channel orchestration to deliver personalized, relevant, and measurable member experiences. The Director will also be responsible for monitoring channel performance, identifying areas for improvement, and implementing data-driven strategies to achieve and exceed targets. 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 not available for this position. What you'll do: Accountable for leading end-to-end strategy and performance of Bank's owned marketing channels (email, direct mail, on-site), driving rigorous test-and-learn programs, applying data-driven insights to continuously improve channel performance. Designs and implements a trigger-based marketing execution strategy, ensuring timely, event-driven, and highly personalized member interactions. Spearhead the strategic use of Customer Data Platform (CDP) and Salesforce capabilities to design and activate audience targeting, segmentation, and personalized experiences, ensuring data-driven decision-making and measurable impact. Accountable for the successful execution of audience targeting initiatives, guiding cross-functional teams through change management processes to embed new capabilities. Partners cross-functionally with analytics, product, and technology teams to maximize the impact of personalization and targeting strategies. Provides oversight for the design and governance of audience creation within technology platforms, ensuring alignment with enterprise engagement objectives. Serves as the senior advisor on audience strategy, setting direction and standards for team execution while fostering innovation and continuous improvement. Establishes and enforce best practices for audience management and activation, collaborating with internal stakeholders to ensure consistency, scalability, and compliance. Establishes and enforces disciplined processes to deliver operational excellence and measurable business outcomes. Monitors performance metrics and outcomes to assess effectiveness, identify gaps, and drive continuous optimization across audience engagement efforts. Builds a strong risk culture and accountable for controlling operational risk across the function, including compliance with applicable laws, regulations, and regulatory guidance to successfully achieve the Bank's objectives. 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; OR 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 leading owned channel marketing at scale, including end-to-end strategy, execution, and optimization across email, SMS, push notifications, and web personalization with a proven ability to drive measurable performance outcomes, such as increased engagement, conversion, and retention, through data-driven marketing initiatives. 3 years of people leadership experience in building, managing and/or developing high-performing teams required. Direct experience implementing and leveraging Customer Data Platforms (CDPs) such as Salesforce and/or Adobe Experience Platform to drive personalized marketing efforts. Deep expertise in trigger-based and lifecycle marketing, with a strong track record of designing and executing automated, customer-centric campaigns. Demonstrated ability to develop and scale complex marketing programs that drive engagement, retention, and conversion across the customer journey. Strong technology acumen, with comfort operating at the intersection of marketing strategy and martech platforms. Leadership experience managing cross-functional teams, with the ability to inspire collaboration and execution excellence. What sets you apart: Experience with Salesforce and Adobe platforms. Process optimization and acceleration experience. Strong delivery of executive content to communicate impact and results. Issue resolution and management savviness in complex environments. Compensation range: The salary range for this position is: $127,310 - $243,340. 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.
$127.3k-243.3k yearly 2d ago
Director, Channel Strategy and Performance
USAA 4.7
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 Our Director, Channel Strategy and Performance is responsible for leading the strategy, execution and optimization of our owned marketing channels-including email, direct mail, and on-site placements. This role will be responsible for driving performance across these critical touchpoints, leveraging advanced Customer Data Platform (CDP) capabilities and omni-channel orchestration to deliver personalized, relevant, and measurable member experiences. The Director will also be responsible for monitoring channel performance, identifying areas for improvement, and implementing data-driven strategies to achieve and exceed targets. 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 not available for this position. What you'll do: Accountable for leading end-to-end strategy and performance of Bank's owned marketing channels (email, direct mail, on-site), driving rigorous test-and-learn programs, applying data-driven insights to continuously improve channel performance. Designs and implements a trigger-based marketing execution strategy, ensuring timely, event-driven, and highly personalized member interactions. Spearhead the strategic use of Customer Data Platform (CDP) and Salesforce capabilities to design and activate audience targeting, segmentation, and personalized experiences, ensuring data-driven decision-making and measurable impact. Accountable for the successful execution of audience targeting initiatives, guiding cross-functional teams through change management processes to embed new capabilities. Partners cross-functionally with analytics, product, and technology teams to maximize the impact of personalization and targeting strategies. Provides oversight for the design and governance of audience creation within technology platforms, ensuring alignment with enterprise engagement objectives. Serves as the senior advisor on audience strategy, setting direction and standards for team execution while fostering innovation and continuous improvement. Establishes and enforce best practices for audience management and activation, collaborating with internal stakeholders to ensure consistency, scalability, and compliance. Establishes and enforces disciplined processes to deliver operational excellence and measurable business outcomes. Monitors performance metrics and outcomes to assess effectiveness, identify gaps, and drive continuous optimization across audience engagement efforts. Builds a strong risk culture and accountable for controlling operational risk across the function, including compliance with applicable laws, regulations, and regulatory guidance to successfully achieve the Bank's objectives. 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; OR 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 leading owned channel marketing at scale, including end-to-end strategy, execution, and optimization across email, SMS, push notifications, and web personalization with a proven ability to drive measurable performance outcomes, such as increased engagement, conversion, and retention, through data-driven marketing initiatives. 3 years of people leadership experience in building, managing and/or developing high-performing teams required. Direct experience implementing and leveraging Customer Data Platforms (CDPs) such as Salesforce and/or Adobe Experience Platform to drive personalized marketing efforts. Deep expertise in trigger-based and lifecycle marketing, with a strong track record of designing and executing automated, customer-centric campaigns. Demonstrated ability to develop and scale complex marketing programs that drive engagement, retention, and conversion across the customer journey. Strong technology acumen, with comfort operating at the intersection of marketing strategy and martech platforms. Leadership experience managing cross-functional teams, with the ability to inspire collaboration and execution excellence. What sets you apart: Experience with Salesforce and Adobe platforms. Process optimization and acceleration experience. Strong delivery of executive content to communicate impact and results. Issue resolution and management savviness in complex environments. Compensation range: The salary range for this position is: $127,310 - $243,340. 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.
$127.3k-243.3k yearly 2d ago
VP, Call Report Specialist
Bank OZK 4.8
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. 28d ago
Executive Vice President, Bank President and CEO
First Command Financial Services, Inc. 4.7
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
$167k-283k yearly est. 60d+ ago