Application Management Services (AMS) Director
Chicago, IL jobs
About Us
Impact Advisors, LLC is a nationally recognized healthcare management consulting firm delivering Best in KLAS advisory, implementation, and optimization services. We are driven by a commitment to exceed client expectations and are proud to be a trusted partner to many of the nation's leading healthcare organizations. Our mission to drive patient-centered, value-driven outcomes has earned us prestigious industry accolades. To learn more about us, visit ************************
Job Summary
The Application Managed Services Director is responsible for the strategy, oversight, and management of the delivery of EHR application support services at Impact Advisors. This person will lead our Quality Center of Excellence, oversee reporting and metrics, develop our tech-forward strategy, and ensure adherence to IT Service Management (ITSM) best practices and SLAs while driving continuous improvement in service quality.
Key Responsibilities
Service Delivery Management & Reporting
Oversee the end-to-end delivery of IT services to clients, ensuring SLAs (Service Level Agreements), OLAs (Operational Level Agreements), and KPIs (Key Performance Indicators) are consistently met or exceeded across all clients.
Work with engagement leaders to understand client reporting requirements.
Monitor and audit processes to ensure compliance with internal and external standards.
Direct developers on the development and maintenance of reports for internal purposes and client presentations.
Report Service Delivery trends regularly to AMS leaders and managers for follow up, training, and communication.
Participate in onboarding new clients and advise on best practices for ITIL and workflows balancing firm and client interests.
Lead or collaborate on the development of new service offerings as they integrate with service delivery management.
Quality Center of Excellence
In partnership with AMS Leaders, develop and operate an industry leading quality management framework to monitor and improve service delivery across multiple clients.
Conduct root cause analysis (RCA) for major incidents and recurring issues, driving corrective actions and preventive measures.
Lead continuous service improvement initiatives to enhance service quality and client satisfaction.
Gather feedback through surveys, meetings, and other channels to identify areas for improvement.
Drive the adoption of technology, automation, and other best practices to improve service efficiency and reduce manual intervention.
Client Relationship & Communication
Support engagement leaders in conducting regular service review meetings with clients to discuss performance, improvements, and future service needs.
Provide timely and transparent communication on service status, incidents, and planned changes.
Prepare and present service performance reports, highlighting trends, risks, and opportunities for improvement.
Manage client expectations and ensure alignment between service delivery and business objectives.
Team Leadership & Collaboration
Lead and mentor a team of engagement leaders and service delivery professionals, fostering a culture of accountability and continuous learning.
Collaborate with business development and engagement leaders to identify opportunities for service expansion and upselling.
Coordinate with external vendors and partners to ensure seamless integration and delivery of services.
Promote a customer-first mindset across the organization, emphasizing the importance of quality and service excellence.
Qualifications
Education & Experience
Bachelor's degree in Information Technology, Business Administration, or a related field (Master's degree preferred).
7+ years of experience in IT Service Management or Service Delivery, preferably within a Managed Service Provider (MSP) or IT outsourcing environment.
Proven experience managing client relationships and delivering IT services aligned with ITIL best practices for large organizations.
Skills & Competencies
Strong knowledge of ITIL frameworks (ITIL 4 certification preferred).
Experience with ITSM tools (e.g., ServiceNow, BMC Remedy, or similar).
Strong Technology and platform integration skills (AI, chatbots, automation tools, Microsoft Copilot).
Strong reporting skills, (Power BI or similar business intelligence tools)
Excellent problem-solving, analytical, and decision-making skills.
Exceptional communication and interpersonal skills, with the ability to manage client relationships and lead cross-functional teams.
Strong project management skills, with the ability to handle multiple priorities and deadlines.
Experience with quality management frameworks (e.g., ISO 9001), process improvement (Lean Six Sigma), etc.
Key Performance Indicators (KPIs)
SLA and OLA compliance rates
Customer satisfaction (CSAT) and Net Promoter Score (NPS)
Incident resolution and change implementation times
Quality audit scores and process compliance rates
Implementation of technical innovations to improve quality or efficiency
Additional Information
Ability to travel to client sites, as needed.
Work schedule is typically M-F.
This role reports to the Managed Services VP.
At Impact Advisors, we prioritize transparency and equity in our compensation practices. This role has a salary range of $150,000 - $190,000 and may also be eligible for an annual bonus. This range accounts for various factors, including skills, experience, training, certifications, and organizational needs.
Our People and Culture
At Impact Advisors, we cultivate a caring, fun, honest, and autonomous work environment. Our success stems from our associates' dedication and a shared mission to create a “Positive Impact.” We embrace diversity and inclusion, fostering an environment where all employees feel valued and empowered.
Join Impact Advisors and make a real difference in healthcare.
Vice President/Treasury Management
Naperville, IL jobs
GreenState Credit Union Vice President/Treasury Management US-IL-Naperville Type: Exempt Full-Time # of Openings: 1 GreenState Credit Union
Works in collaboration with Commercial Relationship Managers on the sales and implementation of Treasury Management and Commercial Deposit Services and provides ongoing support for the business members.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Salary range for this position is $139,883.64 - $163,540.00 with a progressive benefit package.
Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.
Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Composes and prepares confidential correspondence, reports, and other complex documents.
Sells treasury management products and services to GreenState Credit Union business members via a consultative selling process.
Works closely with the Business Members to fully complete agreements, set up forms, procedures, for Treasury Management Services for business members.
Creates and maintains database and spreadsheet files.
Acts as a Treasury Management and Commercial Deposit customer service contact for business members and employees.
Acts as the Account Analysis coordinator; reviews monthly reports to verify correct pricing.
Works collaboratively with Compliance, BSA, Fraud, Accounting, and deposit operations to adhere to all credit union policies and procedures and regulatory requirements for depository accounts and treasury management services.
Acts as a Merchant Credit Card Processing liaison between the GreenState Credit Union business members and Professional Solutions.
Provides ongoing relationship servicing with current business members to maintain goodwill and gain additional business.
Promotes and cross-sells other bank products and services as appropriate for the business members. Refers business members, owners or employees to other departments when appropriate.
Conducts Annual/Semi Annual Review with Treasury Management relationships.
Reviews exception pricing reports for accuracy.
Prepares and coordinates information for banking proposals.
Prepares cost comparisons for prospective customers.
Qualifications
Bachelor's degree (B. A.) in Business or Finance and four to five years banking experience or training, with a minimum of two years of treasury management experience, or equivalent combination of education and experience.
Work experience must demonstrate progressive levels of responsibility in a banking environment.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations.
Proficiency with related computer applications, spreadsheets, word processing, databaseapplications, and banking software packages.
Reporting Relationship
This position reports to the Senior Vice President/Treasury Management.
Supervisory Responsibilities
This position is not responsible for the supervision of others.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID
Compensation details: 139883.64-163540 Yearly Salary
PIc623de7baf46-26***********5
Auto-ApplyVice President, Institutional - Defined Contribution
Chicago, IL jobs
**About this role** BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock's AUM was $10+ trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions . As of year-end 2024, the firm had approximately 20,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at ***************** | Twitter: @blackrock_news | Blog: ********************* | LinkedIn: **********************************
**Business Unit Overview:**
The Americas Institutional Businesses (AIB) is responsible for developing and maintaining relationships with sophisticated institutional investors. Across the US, Canada and LatAm, AIB is focused on helping defined contribution (DC) plans, pensions, universities, non-profits, family offices, healthcare systems and other institutional investors meet their financial goals and serve their constituents and communities. We are comprised of teams of professionals with expertise spanning many functions working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management. Professionals within AIB work together to deliver a full range of asset management, risk management and advisory services supporting our clients' investment objectives.
The Institutional Defined Contribution business is on the frontlines of America's retirement crisis, leveraging our unique capabilities to make it easier for people to save through their employers' workplace savings plan. We do this by leveraging the depth and breadth of BlackRock to deliver investment solutions that are simple, convenient, and cost-efficient that make it easier for more people to save and generate wealth. As the industry's #1 Defined Contribution (DCIO) provider and the inventor of the target date fund, BlackRock leads the industry. We're constantly raising the bar to drive better outcomes for our clients and paving the way for the next generation of retirement solutions.
**Job Description:**
+ Design and implement a sales strategy for $500mm and larger DC clients and prospects within the Institutional Defined Contribution business.
+ Identify and diligently pursue new investment opportunities through consultative dialogues with investors. Focus on strategic products for the group as well as mandates that will have the most commercial impact.
+ Meet predetermined targets for net-new revenue and sales activity.
+ Effectively develop a cohesive and consistent narrative around the firm's competitive advantage, investment capabilities, industry positioning and the DC landscape.
+ Develop product fluency across BlackRock's investment options including but not limited to LifePath, Fundamental Fixed Income, Systematic Active Equity and our Index platform.
+ Record client activities and opportunities in CRM systems on a timely basis.
+ Work collaboratively with partners within BlackRock to meet clients' needs and objectives.
+ Lead support staff on assigned accounts to service clients and implement sales strategy.
+ Mentor junior team members and contribute to the staff's overall development.
**Qualifications:**
+ 6+ years of established track record in institutional relationship management and fundraising.
+ Proven sales background - ability to drive results in an autonomous workingenvironment and in close collaboration with colleagues across business units. Track record of building strong client relationships and being viewed as a "trusted advisor". Experience in raising capital for institutional products.
+ Deep investment knowledge. Strong proficiency across a wide range of Investment products.
+ Deep industry knowledge, including clear awareness of key issues and financial issues affecting Defined Contribution plans.
+ Strong interpersonal skills to establish credibility with key stakeholders both internally and externally.
+ Track record of partnering with consultants and/or consultant relations professionals to drive new opportunities and service existing clients.
+ Collaborative and cooperative approach to a team-based sales and service model
+ Ability to lead by example - high work product standard and strong work ethic
+ BA/BS degree in related field.
+ Has, or is willing to obtain, the series 7, 63, and insurance licenses.
**Competencies:**
The ideal candidate will possess the following skills/traits:
+ Self-managed, highly driven by relationship management and revenue generation.
+ Proven intellectual ability and interpersonal skills. Able to establish credibility with and influence the institutional investor community.
+ Highly effective in forging working relationships with team members and business counterparts. Ability to inspire and motivate the team to deliver high levels of performance.
+ Excellent verbal, written communication and presentation skills.
+ Strong time management, organizational and problem-solving skills.
+ Strong professional and personal integrity.
For Chicago, IL Only the salary range for this position is USD$127,500.00 - USD$184,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (http://*****************/corporate/compliance/privacy-policy#recruitment-privacy-notice) .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Vice President, Institutional - Defined Contribution
Chicago, IL jobs
About this role BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock's AUM was $10+ trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions. As of year-end 2024, the firm had approximately 20,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at ***************** | Twitter: @blackrock_news | Blog: ********************* | LinkedIn: **********************************
Business Unit Overview:
The Americas Institutional Businesses (AIB) is responsible for developing and maintaining relationships with sophisticated institutional investors. Across the US, Canada and LatAm, AIB is focused on helping defined contribution (DC) plans, pensions, universities, non-profits, family offices, healthcare systems and other institutional investors meet their financial goals and serve their constituents and communities. We are comprised of teams of professionals with expertise spanning many functions working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management. Professionals within AIB work together to deliver a full range of asset management, risk management and advisory services supporting our clients' investment objectives.
The Institutional Defined Contribution business is on the frontlines of America's retirement crisis, leveraging our unique capabilities to make it easier for people to save through their employers' workplace savings plan. We do this by leveraging the depth and breadth of BlackRock to deliver investment solutions that are simple, convenient, and cost-efficient that make it easier for more people to save and generate wealth. As the industry's #1 Defined Contribution (DCIO) provider and the inventor of the target date fund, BlackRock leads the industry. We're constantly raising the bar to drive better outcomes for our clients and paving the way for the next generation of retirement solutions.
Job Description:
* Design and implement a sales strategy for $500mm and larger DC clients and prospects within the Institutional Defined Contribution business.
* Identify and diligently pursue new investment opportunities through consultative dialogues with investors. Focus on strategic products for the group as well as mandates that will have the most commercial impact.
* Meet predetermined targets for net-new revenue and sales activity.
* Effectively develop a cohesive and consistent narrative around the firm's competitive advantage, investment capabilities, industry positioning and the DC landscape.
* Develop product fluency across BlackRock's investment options including but not limited to LifePath, Fundamental Fixed Income, Systematic Active Equity and our Index platform.
* Record client activities and opportunities in CRM systems on a timely basis.
* Work collaboratively with partners within BlackRock to meet clients' needs and objectives.
* Lead support staff on assigned accounts to service clients and implement sales strategy.
* Mentor junior team members and contribute to the staff's overall development.
Qualifications:
* 6+ years of established track record in institutional relationship management and fundraising.
* Proven sales background - ability to drive results in an autonomous working
environment and in close collaboration with colleagues across business units. Track record of building strong client relationships and being viewed as a "trusted advisor". Experience in raising capital for institutional products.
* Deep investment knowledge. Strong proficiency across a wide range of Investment products.
* Deep industry knowledge, including clear awareness of key issues and financial issues affecting Defined Contribution plans.
* Strong interpersonal skills to establish credibility with key stakeholders both internally and externally.
* Track record of partnering with consultants and/or consultant relations professionals to drive new opportunities and service existing clients.
* Collaborative and cooperative approach to a team-based sales and service model
* Ability to lead by example - high work product standard and strong work ethic
* BA/BS degree in related field.
* Has, or is willing to obtain, the series 7, 63, and insurance licenses.
Competencies:
The ideal candidate will possess the following skills/traits:
* Self-managed, highly driven by relationship management and revenue generation.
* Proven intellectual ability and interpersonal skills. Able to establish credibility with and influence the institutional investor community.
* Highly effective in forging working relationships with team members and business counterparts. Ability to inspire and motivate the team to deliver high levels of performance.
* Excellent verbal, written communication and presentation skills.
* Strong time management, organizational and problem-solving skills.
* Strong professional and personal integrity.
For Chicago, IL Only the salary range for this position is USD$127,500.00 - USD$184,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
VP of Customer Success (Well-Oiled Operations)
Chicago, IL jobs
At Acquisition.com, we don't just hire for open roles-we hire for impact. If you're exceptional at what you do and align with our core values: competitive greatness, sincere candor, and unimpeachable character, we want to know you.
The Role
Our portfolio company Well-Oiled Operations builds systems that scale for teams, clients, and leaders who want to grow. We're hiring a Vice President of Customer Success to take our client journey from great to effortless.
This is not just a leadership role. It is an opportunity to design a high-performing client engine that delivers retention, referrals, and revenue on repeat. You will lead a talented team, refine the systems behind every client touchpoint, and ensure our brand feels premium, proactive, and personal at every stage.
If you love people, live in systems, and know how to turn outcomes into repeatable processes, keep reading.
Who You Are
A systems-driven executive who sees client experience as the growth engine of the business.
Experienced in scaling teams, building processes, and transforming busy departments into predictable, high-performing machines.
Confident, composed, and credible with the ability to lead with calm judgment and clear direction under pressure.
A coach who thrives leading a collaborative, high-energy team through direct communication and genuine connection.
A builder who creates clarity, drives accountability, and designs structures that last.
What You'll Do
Architect the Client Journey
Own the full post-sale lifecycle including onboarding, engagement, renewal, and expansion.
Create a world-class experience that feels intentional, seamless, and results-focused.
Implement systems that ensure every client feels seen, supported, and successful.
Partner cross-functionally to turn client feedback into product and program improvements.
Lead and Develop the Team
Manage and mentor a 40+ person department including managers, CSMs, and support staff.
Build SOPs, SLAs, and operating rhythms that drive consistency and confidence.
Lead weekly one-on-ones and team meetings that foster ownership, alignment, and growth.
Handle escalations with empathy, precision, and sound judgment.
Drive Retention and Growth
Meet and exceed quarterly retention, upsell, and satisfaction targets.
Identify churn risks early and implement solutions quickly.
Translate client wins into referrals and brand advocacy.
Analyze engagement data to guide strategic decisions and increase lifetime value.
Operational Excellence and Reporting
Establish KPIs that make performance visible and actionable.
Build dashboards and reporting systems that provide real-time insight for executives.
Continuously refine processes to scale efficiently without sacrificing quality.
What You Bring
Core Experience
8+ years in progressive experience in Customer Success, Client Experience, or Fulfillment including 5+ years in a Director or above role.
Proven success leading large teams (40+ people) including middle management and frontline staff.
Demonstrated ability to achieve retention, upsell, and satisfaction goals.
Leadership and Cultural Fit
Executive presence and steady judgment in complex, high-stakes situations.
A leadership style that inspires collaboration, excellence, and accountability.
Thrives in a fast-paced, dynamic environment by bringing clarity and confident communication to every challenge.
Technical and Operational Skills
Advanced proficiency with CRM and project management systems.
Strong analytical and communication skills.
Proven ability to design SOPs, define KPIs, and optimize client lifecycle processes for scale.
Location and Time Zone
Must be able to work CST hours.
Bonus: Based in the Milwaukee or Chicago area (HQ in Chicago with two live events per month).
Occasional travel for leadership sessions and client events.
What Success Looks Like
Retention and upsell targets are consistently exceeded.
Clients achieve measurable outcomes and report satisfaction above 4.5 out of 5.
Engagement rates stay above 85 percent weekly.
The team operates with clarity, consistency, and accountability.
Clients describe their experience as premium, proactive, and world-class.
Compensation and Culture
$190K-$235K base salary + variable compensation
A culture built on systems, excellence, and ownership.
Join a mission-driven team where “Well-Oiled” is not a slogan. It is how we run.
We are looking for a builder, someone who spots friction before anyone else and removes it. If that is you, we cannot wait to meet you.
Acquisition.com Core Values
Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.
Competitive Greatness
Be at your best when your best is needed. Enjoyment of a hard challenge. Those who have the drive to constantly improve, the superior intellect and long term commitment to see incremental improvements become compounding returns.
Sincere Candor
Have the self awareness to accurately perceive and communicate hard truths that improve others and self, the courage to do so, and the humility to accept them, even when it hurts. Nothing great can be built without feedback: internally or externally.
Unimpeachable Character
Be the type of person with whom people are always proud to associate, personally and professionally. We look for true alignment of thoughts, words, and actions towards a goal worth pursuing.
Auto-ApplyChief Operating Officer (COO) - Mortgage Lending (REMOTE)
Chicago, IL jobs
Description AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role OverviewThe Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities
Operational Strategy & Execution
Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives.
Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach.
Leadership & Team Management
Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement.
Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives.
Financial & Performance Management
Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth.
Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making.
Regulatory Compliance & Risk Management
Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices.
Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures.
Technology & Innovation
Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform.
Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times.
Cross-Functional Collaboration
Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives.
Qualifications & Experience
Education
Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred).
Professional Experience
Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks.
Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment.
Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets.
Skills & Competencies
Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams.
Strong analytical mindset with a data-driven approach to problem-solving and decision-making.
Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously.
High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance.
What We Offer
Competitive Compensation & Benefits
Attractive executive compensation package, including base salary and performance-based incentives.
Comprehensive health, dental, vision, and retirement plans.
Professional Growth
Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning.
An opportunity to influence the strategic direction of a dynamic, rapidly growing organization.**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. ** Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits:
401(k)
Dental insurance
Disability insurance
Employee discounts
Health insurance
Life insurance
Paid time off
12 paid holidays per year
Paid training
Referral program
Vision insurance
AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
Auto-ApplyInvestment Banking Vice President
Chicago, IL jobs
The Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow has been named one of the Best Places to Work in Chicago by
Crain's Chicago Business
multiple times and is one of
Barron's
Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture.
Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency opinions, board of directors' advisory and special committee representation. Our practice combines rich industry knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.
We are currently seeking a Vice President for our Investment Banking team within the Capital Markets and Investment Banking division at Mesirow. The Vice President will work as part of the investment banking team across all industry verticals on M&A, capital raise and other strategic advisory assignments.
Responsibilities:
Lead day-to-day execution of client engagements.
Provide direction and vision to team members for offering materials, management presentations, client marketing presentations and other materials.
Perform transaction due diligence, research and analysis.
Prepare and review complex financial analyses and models for potential transactions.
Ensure quality of client deliverables by demonstrating extraordinary attention to detail.
Manage and maintain client relationships and act as the primary contact to clients and prospects.
Assess client needs and proactively generate relevant ideas and solutions and participate in marketing the Company's services to new clients.
Requirements:
Minimum of three years of Investment Banking experience in an Associate role.
Bachelor's degree in a relevant field (e.g. Finance, Accounting, Economics.)
MBA is preferred but not a requirement.
Strong analytical capabilities including financial statement analysis, financial accounting and company valuation.
Demonstrated proficiency with business writing and can articulate complex ideas simply and summarize them effectively.
Capable of completing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
Ability to work independently while being team-oriented; prioritize tasks, react to changes and solve critical issues.
Commitment to excellence in your work, adhering to high professional and ethical standards.
Possess a high level of motivation, initiative and leadership potential
Proficient in Microsoft Excel and other Microsoft applications including PowerPoint. Experience in using CapIQ and other research databases desired.
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $200,000 and $225,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a discretionary bonus and the Mesirow benefit program.
EOE
Vice President/Treasury Management
Naperville, IL jobs
Works in collaboration with Commercial Relationship Managers on the sales and implementation of Treasury Management and Commercial Deposit Services and provides ongoing support for the business members.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Salary range for this position is $139,883.64 - $163,540.00 with a progressive benefit package.
Essential Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.
Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Composes and prepares confidential correspondence, reports, and other complex documents.
Sells treasury management products and services to GreenState Credit Union business members via a consultative selling process.
Works closely with the Business Members to fully complete agreements, set up forms, procedures, for Treasury Management Services for business members.
Creates and maintains database and spreadsheet files.
Acts as a Treasury Management and Commercial Deposit customer service contact for business members and employees.
Acts as the Account Analysis coordinator; reviews monthly reports to verify correct pricing.
Works collaboratively with Compliance, BSA, Fraud, Accounting, and deposit operations to adhere to all credit union policies and procedures and regulatory requirements for depository accounts and treasury management services.
Acts as a Merchant Credit Card Processing liaison between the GreenState Credit Union business members and Professional Solutions.
Provides ongoing relationship servicing with current business members to maintain goodwill and gain additional business.
Promotes and cross-sells other bank products and services as appropriate for the business members. Refers business members, owners or employees to other departments when appropriate.
Conducts Annual/Semi Annual Review with Treasury Management relationships.
Reviews exception pricing reports for accuracy.
Prepares and coordinates information for banking proposals.
Prepares cost comparisons for prospective customers.
Job Requirements/Expectations
Bachelor's degree (B. A.) in Business or Finance and four to five years banking experience or training, with a minimum of two years of treasury management experience, or equivalent combination of education and experience.
Work experience must demonstrate progressive levels of responsibility in a banking environment.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability to deal with problems involving several concrete variables in standardized situations.
Proficiency with related computer applications, spreadsheets, word processing, databaseapplications, and banking software packages.
Reporting Relationship This position reports to the Senior Vice President/Treasury Management. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.
#LI #ID
Auto-ApplyData Owner-Vice President
Chicago, IL jobs
Are you passionate about harnessing the power of data to shape the future of financial services? Join us and make a direct impact on how we deliver cutting-edge machine learning solutions that accelerate product development and improve the Chase customer experience. Be part of a team that values your expertise and empowers you to make a difference. Together, we create value by making data accessible, reliable, and secure for our business and customers.
As a Data Owner in the Machine Learning Intelligence Operations team, you play a pivotal role in driving our data strategy and ensuring the quality and protection of data across our products. You collaborate with product, technology, and analytics partners to deliver data that supports business objectives and advanced analytics. You help us identify and mitigate data risks, ensuring compliance with firmwide policies. As a data leader, you will collaborate with talented teams and drive business outcomes through data-driven innovation. This is your opportunity to influence the way we manage, protect, and leverage data across our organization.
Job Responsibilities
Create plans to develop and deliver product data supporting strategic business objectives and analytics
Drive understanding of data usage within the business and provide subject matter expertise
Identify and document critical data scope, meaning, and purpose, ensuring proper metadata classification
Support analytics initiatives by identifying data required for integration into analytics platforms
Document and coordinate requirements for data accuracy, completeness, and timeliness
Resolve data issues promptly by influencing resources and stakeholders
Develop and implement processes to identify, monitor, and mitigate data risks
Manage compliance with firmwide policies, standards, and procedures for data integrity and protection
Build relationships with data delivery partners and consumers across business, technology, analytics, and risk functions
Track and manage workstreams and key performance indicators to ensure successful deliveries
Required Qualifications, Capabilities, and Skills
Bachelor's degree and 6+ years of experience in data focused roles
Experience managing delivery across multiple workstreams with varying timelines
Subject matter expertise in business or product data or processes
Technical knowledge of data management, governance, big data platforms, or data architecture
Demonstrated ability to manage delivery timelines and achieve organizational goals
Proven ability to execute through internal partnerships
Strong interpersonal and communication skills, with ability to articulate technical concepts to senior audiences
Structured thinker with strong business acumen
Understanding of Agile development methodology
Ability to manage and lead teams to execute data-related tasks
Commitment to data quality, protection, and compliance
This role is not eligible for visa sponsorship or relocation assistance
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Chicago,IL $118,750.00 - $190,000.00 / year; Jersey City,NJ $128,250.00 - $205,000.00 / year
Vice President, Institutional - Defined Contribution
Chicago, IL jobs
About this role
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock's AUM was $10+ trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions . As of year-end 2024, the firm had approximately 20,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at ***************** | Twitter: @blackrock_news | Blog: ********************* | LinkedIn: **********************************
Business Unit Overview:
The Americas Institutional Businesses (AIB) is responsible for developing and maintaining relationships with sophisticated institutional investors. Across the US, Canada and LatAm, AIB is focused on helping defined contribution (DC) plans, pensions, universities, non-profits, family offices, healthcare systems and other institutional investors meet their financial goals and serve their constituents and communities. We are comprised of teams of professionals with expertise spanning many functions working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management. Professionals within AIB work together to deliver a full range of asset management, risk management and advisory services supporting our clients' investment objectives.
The Institutional Defined Contribution business is on the frontlines of America's retirement crisis, leveraging our unique capabilities to make it easier for people to save through their employers' workplace savings plan. We do this by leveraging the depth and breadth of BlackRock to deliver investment solutions that are simple, convenient, and cost-efficient that make it easier for more people to save and generate wealth. As the industry's #1 Defined Contribution (DCIO) provider and the inventor of the target date fund, BlackRock leads the industry. We're constantly raising the bar to drive better outcomes for our clients and paving the way for the next generation of retirement solutions.
Job Description:
Design and implement a sales strategy for $500mm and larger DC clients and prospects within the Institutional Defined Contribution business.
Identify and diligently pursue new investment opportunities through consultative dialogues with investors. Focus on strategic products for the group as well as mandates that will have the most commercial impact.
Meet predetermined targets for net-new revenue and sales activity.
Effectively develop a cohesive and consistent narrative around the firm's competitive advantage, investment capabilities, industry positioning and the DC landscape.
Develop product fluency across BlackRock's investment options including but not limited to LifePath, Fundamental Fixed Income, Systematic Active Equity and our Index platform.
Record client activities and opportunities in CRM systems on a timely basis.
Work collaboratively with partners within BlackRock to meet clients' needs and objectives.
Lead support staff on assigned accounts to service clients and implement sales strategy.
Mentor junior team members and contribute to the staff's overall development.
Qualifications:
6+ years of established track record in institutional relationship management and fundraising.
Proven sales background - ability to drive results in an autonomous working
environment and in close collaboration with colleagues across business units. Track record of building strong client relationships and being viewed as a “trusted advisor”. Experience in raising capital for institutional products.
Deep investment knowledge. Strong proficiency across a wide range of Investment products.
Deep industry knowledge, including clear awareness of key issues and financial issues affecting Defined Contribution plans.
Strong interpersonal skills to establish credibility with key stakeholders both internally and externally.
Track record of partnering with consultants and/or consultant relations professionals to drive new opportunities and service existing clients.
Collaborative and cooperative approach to a team-based sales and service model
Ability to lead by example - high work product standard and strong work ethic
BA/BS degree in related field.
Has, or is willing to obtain, the series 7, 63, and insurance licenses.
Competencies:
The ideal candidate will possess the following skills/traits:
Self-managed, highly driven by relationship management and revenue generation.
Proven intellectual ability and interpersonal skills. Able to establish credibility with and influence the institutional investor community.
Highly effective in forging working relationships with team members and business counterparts. Ability to inspire and motivate the team to deliver high levels of performance.
Excellent verbal, written communication and presentation skills.
Strong time management, organizational and problem-solving skills.
Strong professional and personal integrity.
For Chicago, IL Only the salary range for this position is USD$127,500.00 - USD$184,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Auto-ApplyVice President Experience Design
Chicago, IL jobs
Shape the future of user experience with strategic design initiatives that blend business needs and user insights.
As a Vice President Experience Design Lead in Payments Operations, you will play a pivotal role in shaping the user experience across our products and services. Leveraging your deep knowledge of design and research practices to lead strategically important initiatives and develop innovative solutions that align with business requirements and user needs. As a subject matter expert, collaborate with cross-functional teams, guide, and mentor junior designers, and foster a culture of inclusivity and accessibility. Your expertise in experience strategy and inclusive design will ensure that our offerings are not only visually appealing but also accessible and user-friendly, enhancing the overall customer experience.
Job responsibilities
Develop and execute design/research strategies for complex projects and ensure alignment with business objectives and user needs across multiple product areas
Diagram service flows and product features, design wireframes, and prototype interactions for key touchpoints as you lead end-to-end design initiatives within a specific domain.
Drive the adoption of inclusive design practices and accessibility guidelines, mentor junior designers and foster a culture of diversity and inclusion
Collaborate with cross-functional teams to integrate user experience design into the product development processes and ensure seamless and customer-centric solutions
Analyze market trends and learn from data insights to inform design decisions and optimize user experiences across various platforms and channels
Operate with an iterative design mindset, gather and incorporate user feedback and insights to continuously improve the overall user experience of our offerings
Required qualifications, capabilities, and skills
8+ years of experience or equivalent expertise in user experience design or similar roles
Demonstrated ability to create visual representations of user journeys, such as storyboarding, wireframes, and prototypes
Demonstrated experience in inclusive design, accessibility guidelines and assistive technologies, with the ability to incorporate diverse perspectives and abilities into design solutions
Proven ability to develop experiences that meet or exceed the initial proposal of a product or experience, including the development of transformational innovation strategies and the creation of 'north star' representations to drive customer-centric decision-making
Proven ability to create visually appealing and functional designs using industry-standard tools (e.g. Figma)
Proven ability interpret complex data sets and transform into actionable insights for informed decision-making
Preferred qualifications, capabilities, and skills
Design leadership or managerial experience
Comfortable with structuring and planning design work in cross-functional contexts
Prior experience designing applications within complex business domains (financial services, other)
Ability to understand and articulate how technical constraints and opportunities inform design solutions
Familiar with technology concepts and an understanding of various technical approaches and lifecycles. (e.g. agile development methodologies, DevOps practices, and fronend dev structures)
Understand product lifecycles from a UX perspective (e.g. how user experience evolves throughout the different stages of a product's lifecycle)
Auto-ApplyMid-Cap Investment Banking - Chicago/Midwest - Vice President
Chicago, IL jobs
We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Mid Cap Investment Banking team for Chicago/Midwest.
As a Vice President in the Mid Cap Investment Banking team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Prior work experience in an investment banking front office role.
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Auto-ApplyCommercial Banker - Middle Market Banking - Vice President
Chicago, IL jobs
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
5+ years of experience in direct lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
Auto-ApplyManaging Director - Debt Capital Markets (DCM)
Chicago, IL jobs
The Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's. At Mesirow, we invest in what matters: our clients, our communities, and our culture.
Mesirow Investment Banking focuses exclusively on middle-market transactions and serves both public and private companies in merger & acquisition advisory, debt advisory, restructuring and special situations, fairness and solvency opinions, board of directors' advisory and special committee representation. Our practice combines rich industry knowledge and long-standing relationships with an entrepreneurial desire to develop tailored solutions designed to deliver measurable results.
We are looking for a highly skilled and dynamic Managing Director to lead our Debt Capital Markets (DCM) team. The ideal candidate will possess a comprehensive understanding of the market, extensive experience in DCM, and a demonstrated history of successful deal origination and execution. This role demands strong leadership, strategic insight, and the ability to cultivate and sustain relationships with key stakeholders.
Responsibilities:
Devise and implement strategies to drive business growth and achieve the revenue goals for the DCM team.
Develop and sustain robust relationships with corporate clients, private equity firms, financial institutions, and investors.
Manage the structuring, negotiation, and execution of DCM transactions, including debt financing, raising minority or growth equity, placing structured capital and advisory services.
Provide direction and vision to team members for offering materials, management presentations, client pitches and other materials.
Perform comprehensive market analysis to identify trends, opportunities, and risks in the debt markets.
Prepare and review complex financial analyses and models for potential financings / transactions.
Ensure quality of client deliverables by demonstrating extraordinary attention to detail.
Manage and maintain client relationships and act as the primary contact and advisor to targeted client groups.
Assess client needs and proactively generate relevant ideas and solutions and participate in pitching the Company's services to new clients.
Mentor and develop Associate and Analyst staff members.
Participate in other projects as requested.
Requirements:
Bachelor's degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred.
At least 10 years of experience in DCM, with a successful track record of generating $2 -$3 million plus in fees annually.
Proven ability at deal origination and execution combined with a deep knowledge of debt markets and the regulatory landscape.
Fluency in Microsoft Excel and other Microsoft applications, including PowerPoint.
Proficiency in complex financial modeling.
Ability to form client relationships, market and successfully bring in new business.
Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing.
Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail.
Ability to work independently while being team-oriented; prioritize tasks, react to changes, and solve critical issues.
Qualified candidates must possess a high level of motivation, initiative, and leadership potential.
EOE
In accordance with New York City's Pay Transparency Law, the anticipated hiring base salary for the role will be between $200,000 and $225,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission/bonus and the Mesirow benefit program.
Managing Director, Commercial
Burr Ridge, IL jobs
The Managing Director, Commercial role builds and maintains a customer base through prospecting, community involvement and proactive business development activities. The position is focused on increasing loan portfolio, generating fee income and maintaining loan quality. Within this leadership role, presenting loans for approval to necessary committees, and leading a commercial team within a larger Busey market, are also key areas of responsibility.
Duties & Responsibilities
Lead and Motivate a Goal Oriented Team:
* Provide strategic guidance on implementation and execution of team goals.
* Foster a success and results oriented environment that safeguards accountability.
* Motivate and lead a high preforming team; attract, recruit, and retain the Commercial Banking team.
* Possess a clear understanding of performance expectations and address any deficiencies in a timely manner.
* Monitor workflow and projects consistent with the Bank's strategic and business plans.
* Prepare management reports as requested.
Develop Internal and External Relationships:
* Develop and maintain positive relationships with all Busey teams.
* Interact with internal and external clients and provide extraordinary service.
* Build relationships based on trust and strategic partnerships with business owners and other decision makers.
* Develop and maintain trusted, positive relationships with other employees, clients and vendors.
Analyze Client Needs & Deliver Client Based Solutions:
* Structure profitable commercial lending solutions that best meets the individual client needs.
* Analyze customers' needs and ascertain their financial position and credit worthiness; establish and negotiate terms, costs, repayment methods, collateral requirements and rates; manage relationship with customer monitoring repayment activities and variance in changes in the company.
* Represent the Bank in a highly professional manner.
* Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
Goals & Production Quality
* Meet or exceed all goals and targets related to the identification, acquisition, and retention of prospective and current clients.
* Ensure that all commercial loans meet credit/financial requirements and complies with all policies and procedures as determined by the Bank.
* Follow all processes and procedures for loan documentation and review as outlined by the Bank.
* Analyze, synthesize and communicate complex data, financial data and related issues in an accurate, objective and straightforward manner.
* Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
Education & Experience
Knowledge of:
* Advanced knowledge of commercial banking products and services including credit analysis, underwriting and treasury management product and services.
* Strong oral and written communication skills
* Strong sales and customer service skills
Ability to:
* Analyze and interpret numerical data
* Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents
* Make independent and difficult decisions within parameters of the Bank's loan policies
* Routinely travel (locally) and occasional out of state travel, which may require overnight stays.
* Effectively communicate, deliver upon production results, demonstrate the ability to excel in high-pressure situations.
* Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
* Act as a team player with a value set consistent with the culture of Busey
Education/Experience:
* Bachelor's degree in accounting or finance.
* Requires 10+ years of banking, finance, or sales relates experience.
* Formal credit training, an advanced degree and/or ongoing AIB seminars and other resources is highly preferred.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $185,000.00 - $215,000.00 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Auto-ApplyManaging Director, Institutional Sales (CMO Mortgage Products)
Chicago, IL jobs
Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives.
Our Institutional Sales and Trading group is comprised of over 100 dedicated traders, salespeople and analysts highly specialized in a variety of sectors of the fixed income market. We provide institutional investors with enhanced market coverage through national sales and trading locations and are recognized as one of the nations' most established and experienced participants in the fixed income markets with annual secondary trading volume of more than $149 billion and $395m in average volume of secondary trading positions.
The Opportunity
We are currently recruiting for a Managing Director; Institutional Salesperson focused on CMO Mortgage Products to join our team. Proven performance track record and deep, sustainable industry relationships. This key hire will possess excellent client presentation and communication skills combined with self -motivation, excellent business development acumen and an ability to thrive in a fast-paced, constantly changing and entrepreneurial environment. We are looking for someone to be based out of our primary office locations Chicago, New York, or Stamford.
Requirements
Bachelor's degree,
Series 7 & 63 licenses
A successful performance record of consistently generating
Exceeding revenue targets at a top brokerage firm
An ability to travel as needed to client locations and represent the firm at clients /Industry events as requested
In accordance with local state Pay Transparency Law, the anticipated hiring base salary for the role will be between $100,000 and $150,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission/bonus and the Mesirow benefit program.
EOE
Managing Director, Institutional Sales (CMO Mortgage Products)
Chicago, IL jobs
Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our Institutional Sales and Trading group is comprised of over 100 dedicated traders, salespeople and analysts highly specialized in a variety of sectors of the fixed income market. We provide institutional investors with enhanced market coverage through national sales and trading locations and are recognized as one of the nations' most established and experienced participants in the fixed income markets with annual secondary trading volume of more than $149 billion and $395m in average volume of secondary trading positions.
The Opportunity
We are currently recruiting for a Managing Director; Institutional Salesperson focused on CMO Mortgage Products to join our team. Proven performance track record and deep, sustainable industry relationships. This key hire will possess excellent client presentation and communication skills combined with self -motivation, excellent business development acumen and an ability to thrive in a fast-paced, constantly changing and entrepreneurial environment. We are looking for someone to be based out of our primary office locations Chicago, New York, or Stamford.
Requirements
* Bachelor's degree,
* Series 7 & 63 licenses
* A successful performance record of consistently generating
* Exceeding revenue targets at a top brokerage firm
* An ability to travel as needed to client locations and represent the firm at clients /Industry events as requested
In accordance with local state Pay Transparency Law, the anticipated hiring base salary for the role will be between $100,000 and $150,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission/bonus and the Mesirow benefit program.
EOE
Risk Management - Wholesale Credit Risk Administration - Vice President
Chicago, IL jobs
JobID: 210688948 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $99,750.00-$180,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Wholesale Credit Risk Administration (WCR Administration) Vice President on the WCR Administration Systems & Regulatory Support team, you will be responsible for leading change management activities. You will work on improving efficiencies and controls in the Commercial and Investment Banking in Risk organization.
Job Responsibilities
* Collaborate with Wholesale Credit Risk Product, Technology, Credit Risk, and other key stakeholders on the strategic initiatives to adopt new innovative solutions for streamlining credit processes and improving controls
* Lead and/or participate in change management activities impacting credit systems and processes including testing, training and communications for CIB Credit Risk
* Actively participate in working groups/product cabinets providing feedback and effective challenging on system design requirements, Coordinate and perform user acceptance testing and smoke testing providing critical input on decisions before implementation
* Performing centralized support for bulk uploads required for client grading exempt populations or other credit risk system changes
* Initiate and perform certain regulatory reporting and control activities providing guidance on reporting requirements with credit officers
* Manage, develop and support administration of credit risk resources such as SharePoint
* Support and identify opportunities to automate and streamline WCR Admin processes.
Required qualifications, capabilities and skills
* Bachelor's degree (BS/BA)
* Self-motivated, detailed oriented and have the ability to work both as part of a team and independently
* Ability to thrive in a fast-paced, collaborative work environment
* Good analytical and problem solving skills
* Strong written and verbal communication skills
* Basic SharePoint design
Preferred qualifications, capabilities, and skills
* Knowledge of CRI systems (ICRD Proposals, Desktop, Grading and iSPRESO) or SharePoint/website design experience a plus
* Credit Officer or Analyst experience in analyzing loan proposals or experience in teams supporting Credit Risk Officers
* Reporting /analytical experience
* Knowledge of credit risk and risk policies, procedures and standards
* Use of Artificial Intelligence tools like Alteryx and the LLM model
* Excellent Microsoft Office skills (Excel, Word, PowerPoint- Access a plus)
Auto-ApplyRisk Management - Wholesale Credit Risk Administration - Vice President
Chicago, IL jobs
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Wholesale Credit Risk Administration (WCR Administration) Vice President on the WCR Administration Systems & Regulatory Support team, you will be responsible for leading change management activities. You will work on improving efficiencies and controls in the Commercial and Investment Banking in Risk organization.
**Job Responsibilities**
+ Collaborate with Wholesale Credit Risk Product, Technology, Credit Risk, and other key stakeholders on the strategic initiatives to adopt new innovative solutions for streamlining credit processes and improving controls
+ Lead and/or participate in change management activities impacting credit systems and processes including testing, training and communications for CIB Credit Risk
+ Actively participate in working groups/product cabinets providing feedback and effective challenging on system design requirements, Coordinate and perform user acceptance testing and smoke testing providing critical input on decisions before implementation
+ Performing centralized support for bulk uploads required for client grading exempt populations or other credit risk system changes
+ Initiate and perform certain regulatory reporting and control activities providing guidance on reporting requirements with credit officers
+ Manage, develop and support administration of credit risk resources such as SharePoint
+ Support and identify opportunities to automate and streamline WCR Admin processes.
**Required qualifications, capabilities and skills**
+ Bachelor's degree (BS/BA)
+ Self-motivated, detailed oriented and have the ability to work both as part of a team and independently
+ Ability to thrive in a fast-paced, collaborative work environment
+ Good analytical and problem solving skills
+ Strong written and verbal communication skills
+ Basic SharePoint design
**Preferred qualifications, capabilities, and skills**
+ Knowledge of CRI systems (ICRD Proposals, Desktop, Grading and iSPRESO) or SharePoint/website design experience a plus
+ Credit Officer or Analyst experience in analyzing loan proposals or experience in teams supporting Credit Risk Officers
+ Reporting /analytical experience
+ Knowledge of credit risk and risk policies, procedures and standards
+ Use of Artificial Intelligence tools like Alteryx and the LLM model
+ Excellent Microsoft Office skills (Excel, Word, PowerPoint- Access a plus)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $99,750.00 - $180,000.00 / year
Risk Management - Wholesale Credit Risk Administration - Vice President
Chicago, IL jobs
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Wholesale Credit Risk Administration (WCR Administration) Vice President on the WCR Administration Systems & Regulatory Support team, you will be responsible for leading change management activities. You will work on improving efficiencies and controls in the Commercial and Investment Banking in Risk organization.
Job Responsibilities
Collaborate with Wholesale Credit Risk Product, Technology, Credit Risk, and other key stakeholders on the strategic initiatives to adopt new innovative solutions for streamlining credit processes and improving controls
Lead and/or participate in change management activities impacting credit systems and processes including testing, training and communications for CIB Credit Risk
Actively participate in working groups/product cabinets providing feedback and effective challenging on system design requirements, Coordinate and perform user acceptance testing and smoke testing providing critical input on decisions before implementation
Performing centralized support for bulk uploads required for client grading exempt populations or other credit risk system changes
Initiate and perform certain regulatory reporting and control activities providing guidance on reporting requirements with credit officers
Manage, develop and support administration of credit risk resources such as SharePoint
Support and identify opportunities to automate and streamline WCR Admin processes.
Required qualifications, capabilities and skills
Bachelor's degree (BS/BA)
Self-motivated, detailed oriented and have the ability to work both as part of a team and independently
Ability to thrive in a fast-paced, collaborative work environment
Good analytical and problem solving skills
Strong written and verbal communication skills
Basic SharePoint design
Preferred qualifications, capabilities, and skills
Knowledge of CRI systems (ICRD Proposals, Desktop, Grading and iSPRESO) or SharePoint/website design experience a plus
Credit Officer or Analyst experience in analyzing loan proposals or experience in teams supporting Credit Risk Officers
Reporting /analytical experience
Knowledge of credit risk and risk policies, procedures and standards
Use of Artificial Intelligence tools like Alteryx and the LLM model
Excellent Microsoft Office skills (Excel, Word, PowerPoint- Access a plus)
Auto-Apply