AFC Modelling - Data Scientist - Associate - Vice President
New York, NY jobs
Job Title: AFC Modelling - Data Scientist
Corporate Title: Associate - Vice President: All Roles to be Considered
Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank's business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment.
Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice
Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework
Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution
Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths
Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models
Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function
How You'll Lead
Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed.
Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties.
Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function.
Skills You'll Need
Bachelor's/Master's degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent
Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy)
Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies.
Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management.
Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools.
Skills That Will Help You Excel
Flexible and able to adapt to urgent deliverable timelines
A positive outlook in a goal-oriented organization
Able to demonstrate excellent analytical, judgment, and research skills
Meticulous with a strong attention to detail and the ability to multitask
Able to interpret complex requirements and work proactively with stakeholders in different organizational units
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
COO (with potential track to CEO)
Plattsburgh, NY jobs
The Chief Operating Officer (COO) oversees business operations and is responsible for the development, recommendation, implementation, and promotion of policies, procedures, programs and projects involving operations, as well as leading and managing a comprehensive array of the banks business units and special projects, while promoting service excellence and improving organizational efficiencies. The Chief Operations Officer (COO) is responsible for the management and oversight of the daily operations of the bank, including back-office operations, including Information Technology/Security, Retail Operations, Electronic File Transfer (EFT), Deposit & Loan Services, Audit & Compliance departments. The COO is also appointed as the Information Security Officer, Business Continuity Coordinator and heads the Information Technology Steering Committee. The COO must be customer-oriented, have strong leadership skills and possess the ability to guide and inspire outstanding performance. This position will be a part of an executive team and will be responsible for contributing to the development, implementation and administration of the bank's strategic goals and objectives. The Chief Operations Officer serves as a key customer in developing strategic initiatives and accountability to assure sound bank growth. The goal of the COO is to secure the functionality of business to drive extensive and sustainable growth efficiently. Reporting directly to the CEO and attending meetings with the Board of Directors and Committees, as assigned by the CEO, the ideal candidate will be collaborative, have a high level of professionalism, excellent verbal and written communication capabilities, and great project management skills. The successful candidate will be able to translate our vision of increased reach, impact, and community development leadership into meaningful and measurable actions. Through ownership, collaboration and innovation, and guided by our mission, the COO provides leadership, management, and vision necessary to ensure the organization has proper operational controls and people systems in place to ensure operational efficiency. REQUIRED SKILLS & ABILITIES ▪ An energetic, forward-thinking and creative leader with the ability to drive innovation, specifically regarding service technology, in customer delivery in the areas of sales and service. A decisive individual who possesses a strategic focus, as well as an operational and detail-oriented perspective. Qualified candidates must be able to use a collaborative management style that promotes effective communication and teamwork. ▪ Must collaborate with the Senior Leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the strategic objectives of the organization. The COO will ensure the delivery of the bank's service culture through the branches, community education, customer development and be directly responsible for the sales cycle. ▪ Solid focus on understanding our customers; the knowledge, skills and ability to seize market-driven opportunity, master change and foster staff development through, mentoring, coaching, and modeling of the bank's core values. ▪ The candidate will manage departments and programs to minimize risk to the organization and maximize staff efficiency through use of technology. ▪ The COO will ensure each department's operational excellence and maintain the highest level of customer service resulting in a memorable customer experience. ▪ Demonstrated knowledge of principles of management and administration. ▪ Proven leadership ability with strong personnel development experience. ▪ Demonstrated background leading and managing critical projects. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. ▪ Evaluates key operational metrics; determines potential cost efficiencies, program improvement, or policy change. ▪ Establishes collaborative relationships with suppliers/vendors and pursue low costs through diverse sourcing. ▪ Supports senior management with business strategies, offering insights, and contributing to key decisions. ▪ Assists with identifying opportunities and assessing strategic and financial merits and risks. ▪ Establishes operational priorities and helps to create the vision and buy-in that will facilitate implementation and ensure development of a service- and performance-oriented culture that drives continuous improvement to achieve best practices. ▪ Anticipates opportunities by remaining actively informed regarding new developments and innovative and economical solutions to complex business challenges. ▪ Manages performance activities, including consumer-wide reporting, new business development assessment, and profitability maximization. ▪ Analyzes financial and operational performance metrics to identify areas for improvement. ▪ Develop and implement strategies to enhance the company's profitability and liquidity profile. ▪ Collaborates with applicable divisions to ensure banking operations are aligned with corporate goals. ▪ Foster strong relationships with key stakeholders to support business objectives. ▪ Promote effective and productive relationships between cross-functional and cross-organizational work teams. ▪ Keep HR informed about strategic business plan initiatives that require HR support. ▪ Ensures strategies, change initiatives, and competitive information are communicated in clear and compelling ways. Listens to, leverages, and promotes the diverse ideas, perspectives, and contributions of others across the business. ▪ Lead change management efforts to ensure smooth transitions and adoption of new processes and systems ▪ Management, oversight and negotiation of annual umbrella insurance policies and renewals. ▪ Design, plan and implement business strategies, plans and procedures. ▪ Identify, strategize, develop, and drive initiatives to enhance competitiveness and improve efficiencies. ▪ Cultivate a culture, which aligns with both the strategic and operational plans and objectives of the Bank. ▪ Monitor and evaluate the overall effectiveness of the operations functions; identify specific problems and trends and apply appropriate training or corrective strategies. ▪ Align overall business strategy with innovative thinking, identify trends and business opportunities within the market, and seek input from stakeholders at different levels to identify areas of innovation and growth. ▪ Provide support for implementing strategic initiatives, recommendations for relevant capital expenditures, analyzing financial impacts. ▪ Set comprehensive goals for measuring success. ▪ Maintain an in-depth knowledge of all products, services, equipment, internal controls and policy and procedures. ▪ Ensure compliance with all relevant regulatory requirements and conformance with policy. ▪ Administer policies and procedures and ensure compliance with applicable laws and regulations. ▪ Provide support and assistance with research for departments as needed. ▪ Review and provide guidance, coaching and education based on the results of independent control assessments, audits and exams. Prepare and provide requested documents for audits or examinations when requested. ▪ Consistently promotes the bank's core values and maintains positive relationships with all stakeholders (Employees, Board of Directors, Customers) ▪ Annually participate in budgeting process for area(s) of responsibility. ▪ Responsible for all bank facilities (leased or owned). ▪ Completes any assigned training in a timely manner. OTHER DUTIES The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ▪ Bachelor's degree (B.A./B.S.) or in Business, Management, or related discipline; Master's degree preferred. ▪ Six to eight years related experience; three to five years in senior management, preferably in the banking industry. ▪ An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above. ▪ Advanced knowledge of operations, compliance, regulations, policies, procedures and processes. ▪ Experience in developing leaders and developing strategic plans for growth. ▪ Ability to motivate and lead a team, coordinate internal and external resources and achieve measurable results against goals. ▪ All officers will be expected to demonstrate excellent interpersonal skills and a commitment to high quality personal service to our customers and to other departments and employees within the bank. All officers should have good communication skills and be willing to pursue appropriate continuing education. ▪ Outstanding organizational and time management skills. ▪ Adaptive thinking and a strong, critical mindset; ability to think strategically regarding all bank operations. ▪ Strong business acumen and presentation skills; effective communication skills, with the ability to present complex financial information to stakeholders. ▪ Highly proficient at project planning, budgeting, and oversight. ▪ Forward-thinking and adaptable to dynamic situations. ▪ Detail-oriented with a high level of accuracy. ▪ Excellent analytical and problem-solving skills. ▪ Advanced Microsoft Office skills ▪ Exhibits Champlain National Bank core values.
Chief Operating Officer
Albany, NY jobs
Are you an experienced leader looking to have a direct impact on strategic initiatives for a growing, nationally recognized community bank? Ballston Spa National Bank (BSNB) is looking to hire a dynamic and experienced Chief Operating Officer to lead and direct operational units including Customer Support Operations, Commercial and Residential Loan Servicing, Risk Management, and Facilities. The COO has overall responsibility to ensure BSNB's execution of its strategic plan by managing assigned operational areas inclusive of personnel, policies, and regulatory compliance. This position has a key role in developing strategic initiatives.
CHIEF OPERATING OFFICER - As a member of the senior leadership team with a with a minimum of 10 years of progressive experience in bank operations, you will:
Leverage relationships with other Senior Leaders and lines of business managers to ensure superior omnichannel customer experience for all bank customers.
Manage complex technical and business activities that have high operational, reputational, and financial risk in various areas of bank operations.
Drive innovation and enhance the Bank's fintech offerings to meet evolving customer needs and market trends.
Establish the strategic direction, oversight, and performance of loan servicing for residential, consumer, and commercial loans.
Develop, implement, and maintain the Bank's Enterprise Risk Management framework and program.
Develop, implement, and maintain a comprehensive Compliance monitoring and testing program. Participate in Compliance Committee meetings and work with Compliance Officer in oversight of Compliance Summary reports to the Board to ensure adherence to banking laws and regulations.
Lead strategic planning, operations, and maintenance of the bank's physical infrastructure, ensuring regulatory compliance and efficient alignment with business goals.
QUALIFICATIONS FOR THE CHIEF OPERATING OFFICER
Ten years of progressive experience in banking operations required, inclusive of leading teams, implementing strategic initiatives, and meeting regulatory requirements.
Demonstrated leadership ability required as evidenced by the ability to solve problems, plan, organize and direct activities of others; and the ability to function as an agent for change.
Demonstrated management ability in the following required: bank operations, enterprise risk management, loan servicing, facilities management.
Knowledge of state and federal banking regulations is key in this position.
Excellent written and oral communication skills.
Strong leadership skills with demonstrated ability in strategic planning and execution. Prior experience leading a multi-department bank team.
This position earns competitive pay coupled with an incentive plan. We also offer great benefits, including medical, dental, vision, a 401(k) plan with a company match, a pension plan, eleven paid holidays, generous paid time off (PTO), company-paid life insurance, voluntary insurances, and more.
ABOUT BALLSTON SPA NATIONAL BANK (BSNB)
Established in 1838, we are proud to provide financial solutions to businesses, individuals and families located in the greater Capital Region and beyond. Thirteen full-service banking offices coupled with digital banking services provide products and services geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority.
BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration.
Vice President - Cybersecurity Incident Response Team Lead
New York, NY jobs
The Cybersecurity Incident Response Team Lead is a leadership role responsible for leading and enhancing the bank's Security Operations strategy. The Cybersecurity Incident Response Lead will oversee the incident response and threat intelligence programs to safeguard critical assets and data. The ideal candidate will combine technical expertise, operational efficiency, and a strategic mindset to mitigate risks and ensure compliance with regulatory requirements. This role requires exceptional leadership, technical skills, and communication skills to drive cross-functional collaboration and instill a culture of security across the organization.
Key Responsibilities
Strategic Leadership
Develop and execute a comprehensive security operations strategy aligned with the bank's risk appetite and business objectives.
Provide thought leadership on emerging cyber risks and recommend proactive measures to mitigate them.
Serve as a trusted advisor to executive leadership, management committees, and the board on cyber risk issues.
Define, maintain, and report operational metrics to evaluate Security Operations program performance, effectiveness, and adherence with organizational and regulatory requirements.
Incident Response and Crisis Management
Direct and manage Americas Cyber Security Incident Response Team (CSIRT) to ensure timely monitoring, detection, and response to threats.
Lead the development and execution of the bank's incident response plan and associated playbooks
Coordinate responses to security incidents, ensuring minimal impact and quick recovery.
Establish and maintain a threat intelligence program to proactively identify and respond to emerging threats.
Process and Technology Optimization
Evaluate, implement, and optimize security processes and technologies to enhance detection and response capabilities.
Collaborate with IT and engineering teams to integrate security into systems and processes.
Stay updated on emerging technologies and recommend solutions to address evolving threats.
Regulatory Compliance and Audit Readiness
Ensure adherence to cyber risk management regulations, including FFIEC and other applicable laws.
Represent the bank during regulatory examinations, audits, and executive presentations on cyber risk topics.
Maintain thorough documentation to demonstrate adherence to policies and standards.
Team Leadership and Development
Build and mentor a high-performing security operations team.
Provide training and development opportunities to ensure team members stay current in the field.
Foster a culture of accountability, collaboration, and continuous improvement
Core Competencies
Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution.
Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision.
Awareness of latest Information Security risks.
Comfort working in a highly global, diverse, and hybrid (office and virtual) work environment.
Strong technology, information security, and investigation skills.
Strong communication and documentation skills.
Knowledge of business, regulatory, and compliance requirements in the financial services industry
Qualifications/Education Required:
Bachelor's degree in Cybersecurity, Information Technology, Business Administration, or a related field.
Advanced degree (MBA, MS) is strongly preferred.
Relevant industry certifications (CISSP, CISM, GIAC) are strongly preferred.
Experience Required:
Minimum 10+ years of experience in information security or related field.
At least 3 years of experience in a senior leadership role within the banking or financial services industry strongly preferred
Competencies Required:
Incident Management: Ability to analyze, prioritize, and manage security incidents effectively.
Strategic Thinking: Ability to align cyber risk initiatives with business objectives
Communication and Documentation: Strong ensure thorough documentation and clear communications over security operations activities.
Leadership and Team Management: Proven track record of building and leading high performing teams
Industry Thought Leadership: Recognized as a subject matter expert in the cybersecurity or risk management space
Regulatory Compliance: Expertise in navigating banking regulations
Skills & Knowledge Requirements:
Technical Knowledge: Strong knowledge with information security technologies such as SIEM, SOAR, EDR, NDR, etc.
Investigations: Strong knowledge with leading security investigations.
Cybersecurity Frameworks: Deep understanding of frameworks such as NIST Cybersecurity Framework
Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.
Chief Operating Officer
Boca Raton, FL jobs
KLR Executive Search Group is proud to partner with a full-service business law firm to identify a commercially savvy, Chief Operating Officer (COO) to manage daily operations and lead the execution of the firm's growth strategy. This leader will translate strategic goals into scalable systems, policies, and staffing models across multiple offices, ensuring the firm has the infrastructure needed to support continued expansion. The COO will partner closely with practice and department leadership, oversee modernization initiatives, and drive cross-office alignment as the firm continues toward long-term growth targets. Ideal candidates will have experience scaling organizations ($100M+ revenue), ideally within professional services or law firms, and a track record of operational excellence. Ideally, this position will be hybrid and based out of the firm's Boca Raton, FL or Providence, RI offices.
Core Responsibilities:
Operational Leadership
Oversee daily operations across all offices, ensuring seamless coordination, scalability, and alignment with strategic goals.
Manage HR functions including recruiting, onboarding, retention, and performance management, while planning future HR initiatives.
Partner with department heads to align staffing with strategic priorities and maintain high-performing teams.
Direct facilities management, vendor partnerships, and operational logistics, while identifying innovation opportunities to enhance efficiency and collaboration.
Technology & Process Innovation
Standardize workflows, optimize client intake, and lead initiatives to improve internal coordination and service delivery across all offices.
Implement and adopt technology solutions to enhance efficiency, collaboration, and client service, while partnering with CFO/CIO on data integration and performance tracking.
Financial Management and Resource Allocation
Partner with the CFO and firm leaders to manage budgeting, forecasting, pricing, and profitability, while ensuring strong cash flow and scalable operational planning.
Develop and execute staffing and capacity plans, control operational expenditures, and deliver clear financial and performance reporting to senior leadership.
Risk and Compliance Support
Support the CLO and CCO by aligning operational policies with risk management, monitoring legal and regulatory compliance, and enforcing standards across HR, safety, and administrative functions.
Qualifications:
Executive operational leadership experience in professional services or law firms, with a track record of scaling organizations ($100M+ revenue).
Strong strategic planning and execution abilities, translating firm-wide goals into systems, processes, and staffing that support growth across multiple offices.
Expertise in operational oversight, including HR, finance, technology, facilities, vendor management, workflow optimization, and technology integration.
Exceptional leadership and communication skills, able to collaborate effectively with attorneys and executives in a fast-paced, growth-oriented environment.
The firm has main offices in Boca Raton, FL and Providence, RI, we would be looking for local candidates only or people who are willing to relocate to these areas.
The salary range for this position is $190,000 - $350,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.
VP of Digital/eCommerce
New York, NY jobs
Orion's mission is to transform longevity through sleep. Orion just raised an $18m Seed Round and is founded by unicorn founders who have built & sold companies for combined $2 billion+. Orion's smart sleep system uses AI to make 6 hours of sleep feel like 10 and the company is positioned to disrupt the $100 billion preventative health market.
Role Description
We're looking for a VP of Digital & eCommerce to lead all things digital-from strategy to execution. You'll oversee site performance, conversion, user experience, digital marketing, funnel optimization, and own the full customer lifecycle across DTC channels.
As a key member of the leadership team, you'll be responsible for building a high-converting digital ecosystem that drives customer acquisition, engagement, and long-term value.
Key Responsibilities
Own and drive the end-to-end digital strategy across eCommerce, performance marketing, site, mobile, retention, and analytics
Lead optimization of the website and checkout experience to increase conversion and average order value
Manage full eCommerce P&L, including revenue forecasting, budget allocation, CAC/LTV tracking, and unit economics
Partner with Product, Brand, and CX teams to ensure seamless and engaging digital experiences
Implement tools, technologies, and best practices to scale DTC growth efficiently
Oversee performance marketing campaigns (paid search, paid social, affiliates, influencers) in partnership with internal teams and agencies
Build out the digital growth team as the company scales
Ideal Candidate Profile
8-10+ years of experience in DTC eCommerce, ideally in health tech, wellness, fitness, or consumer electronics
Proven track record of scaling eComm businesses from early-stage to $50M+
Deep understanding of CRO, funnel optimization, UX/UI, and performance media
Analytical thinker with strong command of data, A/B testing, and attribution
Comfortable in scrappy, high-growth environments with a focus on execution
Experience managing cross-functional teams and third-party partners
Passionate about sleep, health, and using technology to improve lives
Director of Business Operations
New York, NY jobs
Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.
Come join Curacity: Hotel marketing software that turns media into revenue!!
Position: Director of Business Operations
Reports to: SVP Business Operations
Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday)
About Curacity
Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT.
Position Overview
We are seeking an experienced Director of Business Operations to lead our internal initiatives and facilitate continued growth through strategic operations and process management. This role will be instrumental in optimizing our internal processes and technology ecosystem while ensuring seamless integration with our proprietary hospitality technology platform. The ideal candidate will combine deep technical expertise in operational technologies, a proven track record of establishing scalable, resource-efficient processes and strong leadership skills with a passion for the hospitality industry.
Key Responsibilities
Strategic Leadership
Develop and execute comprehensive business operations strategy to improve Efficiency Metrics (time to activation, time to first content, time to payment) by 10%
Coordinate with product, tech/engineering, sales, and customer success teams to optimize systems performance and consistency
Drive innovation, including AI, in our infrastructure to become more scalable, repeatable, and sophisticated, including process automation.
Technical Operations Management
Oversee end-to-end ad campaign management including trafficking/account setup, process optimization, troubleshooting and problem resolution and reporting
Maintain a mastery of our internal tools and systems, including our CRM, Customer Support/Ticketing systems, project management and internal reporting/analytics platforms
Ensure accurate, scalable data processing, reporting and billing processes across all customers
Establish and maintain a system of regular process/technology audits to ensure compliance with all internal and external SLAs and customer commitments
Proactively identify and implement process and technology improvements to provide outstanding experiences and outcomes for our hospitality customers and distribution/content partners
Lead the implementation of new products and services as defined by our leadership team
Ensure the timely and satisfactory resolution of any customer issues or escalations as identified by the Sales or Customer Success teams
Team Leadership & Development
Build and manage a high-performing team including platform ops specialists, data processing personnel and billing analysts
Mentor team members on hospitality industry best practices and emerging technologies
Foster a culture of continuous improvement and data-driven decision making
Client & Revenue Focus
Partner with Sales, Product, Distribution, Strategy and Customer Success teams to support new business opportunities and client retention initiatives
Develop robust platform operations processes that enhance client experience and drive account growth
Create and present performance reports and strategic recommendations to hospitality clients and internal stakeholders
Required Qualifications
Bachelor's degree in Marketing, Business, Economics, Engineering, or related field
6+ years of experience in digital advertising operations with 3+ years in leadership roles
Proven expertise with major CRM and operations platforms (Hubspot, ChurnZero, etc.)
Experience with hospitality, travel, or advertising technology preferred
Strong understanding of hotel technology space
Excellent analytical skills with proficiency in data analysis tools and SQL
Outstanding communication and presentation skills with ability to translate technical concepts for non-technical stakeholders
Preferred Qualifications
Experience scaling operations at high-growth technology companies
Knowledge of hospitality industry dynamics, booking funnels, and guest journey optimization
Background with hotel PMS systems, booking engines, or hospitality technology platforms
Certifications in Google Ad Manager, programmatic platforms, or relevant ad tech tools
Experience with privacy regulations (GDPR, CCPA) and their impact on hospitality advertising
Why Curacity?
You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge adtech, with the opportunity to shape the future of hospitality marketing.
What We Offer
Equity: Stock options are offered to all full-time employees
Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution
Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees)
Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year
PTO: 15 personal days, in addition to 10+ public holiday closure dates
Wellness: $100 monthly stipend for health and wellness related activities
Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members
Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap
Equal Opportunity
Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.
We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
Crisis & Incident Management Lead - Operational Resilience - Vice President
New York, NY jobs
The VP, Crisis & Incident Management Lead is responsible for the strategic leadership and operational execution of the Bank's crisis and incident management program across the Americas. As part of the Operational Resilience team, this individual will ensure that the bank can effectively prepare for, respond to, and recover from a broad range of disruption scenarios, including:
Technology and cyber incidents
Third-party or supply chain failures
Natural disasters (e.g., hurricanes, earthquakes, wildfires)
Manmade disruptions (e.g., civil unrest, mass transit outages, workplace violence)
Geopolitical events (e.g., war, political instability, sanctions-triggered disruptions)
Pandemic or public health crises
Infrastructure outages (e.g., power, telecommunications, water supply)
The role will build a resilient culture through a proactive, risk-informed approach that integrates cross-functional crisis response, regulatory compliance, real-time command and control, and continuous improvement. The VP will serve as a senior escalation point for major incidents, lead the regional crisis response for significant incidents, and escalate where needed to the firmwide crisis governance forums.
The role reports directly to the Head of Resilience Management for the Americas and works closely with stakeholders across Technology, Risk, Cybersecurity, Legal, Communications, and Regulatory Affairs to embed a culture of resilience and readiness.
Key Responsibilities
Strategic Leadership
Develop and lead a crisis and incident management strategy aligned to the bank's operational resilience framework and key business services.
Translate regulatory expectations (e.g., FFIEC, DORA, OCC, PRA) into actionable, risk-informed response strategies.
Establish and manage governance forums and escalation protocols for crisis and incident oversight.
Support the definition and testing of impact tolerances and maximum tolerable downtimes (MTD/MTLD) in partnership with Operational Resiliency Testing Lead, Business, and Technology stakeholders.
Incident Response and Crisis Management
Act as the lead coordinator during regional crises, ensuring structured, timely, and effective command, control, and communications.
Maintain and continuously improve incident response plans, escalation playbooks, crisis decision trees, and communication protocols.
Ensure that major incidents-including those involving third parties and cyber events-are managed in line with regulatory requirements.
Integrate internal communications tools and channels into a unified communications strategy.
Maintain and operate an auditable major incident log, with clear decision documentation, timelines, and actions taken.
Process and Technology Optimization
Drive optimization of incident response processes using data analytics, metrics and automation opportunities.
Ensure response tooling (e.g., incident management platforms, emergency notifications) is current, well-trained on, and continuously improved.
Partner with Cyber, Technology, and Ops teams to align response processes and eliminate gaps in cross-domain coordination.
Regulatory Compliance and Audit Readiness
Ensure full compliance with FFIEC, DORA, OCC, PRA
Lead regulatory and internal/external audit preparation, ensuring crisis and incident management capabilities are evidenced through documentation, logs, post-incident reviews, and impact tolerance testing results.
Integrate third-party and cyber risk response coordination into incident response playbooks, ensuring vendor engagement and joint response capabilities are embedded and tested.
Conduct formal Root Cause Analysis (RCA) and post-incident reviews, identifying systemic issues and implementing corrective actions.
Team Leadership and Development
Lead and mentor a high-performing team of crisis and incident managers, driving a culture of excellence, continuous learning, and cross-functional collaboration.
Develop training programs for crisis response teams and executive stakeholders, including annual crisis simulations, tabletop exercises, and cross-jurisdictional response testing.
Support team growth, succession planning, and skills development to future-proof the bank's resilience capabilities.
Core Competencies
Crisis Leadership
Demonstrated ability to lead complex incident response efforts across business, technology, cyber, and third-party domains.
Ability to manage multiple initiatives simultaneously, determine prioritization, and work under minimal supervision.
Strategic Vision
Ability to define and execute crisis and incident management programs aligned with regulatory and business objectives.
Ability to work at both a strategic and tactical level, focusing on the broader picture while driving execution.
Regulatory Acumen
Deep understanding of financial compliance requirements and regulatory frameworks, including FFIEC, DORA, PRA and OCC.
Operational Discipline
Skilled in developing response processes that are scalable, measurable, and auditable.
Influence & Communication
Strong ability to engage and influence executive leadership and cross-functional teams under pressure.
Continuous Improvement
Embeds lessons learned, metrics, and feedback loops into the resilience lifecycle.
Soft Skills & Leadership
Strong leadership and project management skills.
Excellent communication and stakeholder management skills, with the ability to influence technical and non-technical teams.
Analytical mindset with a proactive approach to problem-solving and risk mitigation.
Ability to thrive in a fast-paced, high-stakes environment with competing priorities
Comfortable working in a highly global, diverse, and hybrid (office and virtual) work environment
Strong communication and documentation skills.
Experience Essential
Minimum 10+ years of experience in crisis/incident management, operational resilience, or business continuity.
Experience leading cross-border incident response and regulatory engagement
Experience Desirable
At least 3 years of experience in a senior leadership role within the banking or financial services industry.
Education Essential
Bachelor's degree in Risk Management, Information Technology, Business Continuity, or a related field.
Education Desirable
Advanced degree (MBA, MS) is strongly preferred.
Relevant industry certifications (CBCP, MBCI, CRISC, CISM, ITIL, or Certified Incident Manager) are strongly preferred.
Required Skills
Technical Knowledge: Strong knowledge with incident management technologies such as notification tools, risk intelligence and analysis, etc.
Incident Management Frameworks: Deep understanding of frameworks such as NIST, FFIEC, DORA, PRA, OCC, etc.
Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.
Desired Skills
Automation and AI-based incident response triggers
Advanced dashboarding and incident trend analysis
AVP Data Modeling and Anaytics
New City, NY jobs
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
Analytics, Digital and Architecture (ADA) is a recently established function within Global Finance. ADA's aim is to be the pioneering force shaping the future of analytics, engineering, and innovation to empower insight and strategic decision making in Finance. ADA is a globally diverse team. The ADA Analytics team aims to ensure that Finance develops models, methodologies and other analytics that bring tangible benefit to the users, housed within a robust framework and compliant with regulatory rules.
As our AVP, Modeling and Analytics you will:
Manage the model life-cycle, while engaging with business and finance teams
Ensure that the models continue to be fit for purpose via establishing an effective model validation framework
Maintain documentation and control for models in line with internal policies and regulatory guidance
Onboard and maintain models on internal model execution platforms
Working with business partners to provide financial and technical analysis and recommendations regarding current and/or proposed PPNR models
Working with businesses, risk and finance teams to submit and validate data and analyze the consolidated results
Development/enhancement of models, methodologies and infrastructure across Finance predominantly related to forecasting, stress testing
You´ll likely have the following qualifications to succeed in this role:
Minimum qualifications:
Advanced (masters or PHD equivalent) degree in a quantitative (e.g. science, mathematics, engineering, econometric, financial engineering) field.
Experience in developing timeseries, regression models
Proficiency in Python with experience using libraries like NumPy, Polars, Scikit-learn, TensorFlow and PyTorch
Strong ability for problem solving and attention to detail
Strong communication, analytical, and presentation skills
Good to have:
5+ years of relevant work experience
Knowledge of bank stress testing and CCAR requirements
Experience building machine learning models
Commercial acumen - good knowledge of Banking products and its dynamics, conceptual soundness of related financial ratios, P&L and drivers
Ability to operate in a fast-paced environment and with all levels of internal and external management and government regulators
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
AVP, Data Scientist
New York, NY jobs
Company Background
FirstKey Mortgage, LLC ("FKM") is one of the world's leading private label securitization and asset management firms. We are a boutique financial services company with a primary focus on the buying and securitizing of residential mortgage and consumer loans. Since inception, FKM has excelled in supporting loan acquisitions, securitizing, and managing real estate and other related assets in the U.S. and Europe.
Established in 2013, FKM is a portfolio company of Cerberus Capital Management and has participated on over $80+ billion rated securitization transactions across 85 bespoke ABS/MBS deals globally.
FKM employs approximately 45 mortgage banking professionals and is headquartered at 900 Third Avenue in midtown Manhattan. Our officers and directors have an average of 20+ years industry experience.
FKM strives for business excellence and superior execution with the following critical functions:
Managing the loan bidding processes which includes data mapping and ingestion, loan payment history analysis and detailed communication with multiple counterparties.
Efficient loan document review using machine learning and optical character recognition.
Vetting of loans for any issues with lending laws, taxes, or underlying collateral value.
Payment collection, surveillance, and loss mitigation once the loan is purchased.
Securitization of loans into bonds and marketing these assets to institutional investors.
Job Description and Responsibilities
The Data Scientist will support the strategic use of data to drive well-informed business decisions. Reporting to the Head of Research and Analytics, this role focuses on translating complex real estate data into actionable insights, building predictive models, and developing analytical tools that support investment, operations, and market strategy. The ideal candidate combines strong technical expertise in data science with an understanding of real estate market dynamics.
Collect, clean, and analyze market, resident and property datasets to support business strategy.
Conduct geospatial analyses to identify market trends and high-potential investment opportunities.
Build and maintain predictive models to forecast property values, rental yields, and investment risks.
Develop dashboards and visualizations to communicate insights effectively to stakeholders.
Monitor and refine analytical models to maintain accuracy and relevance over time.
Stay current on real estate trends and emerging data science methodologies to enhance analytics capabilities.
The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by FKM in its sole discretion.
Qualifications
FKM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior roles. The successful candidate should have:
Bachelor's degree in quantitative field such as Statistics, Mathematics, Computer Science or Engineering
3-5 years of experience in data analysis, data science, or analytics, preferably in real estate.
Strong proficiency in programming languages such as Python, R, and SQL; experience with CoreLogic, MLS, HMDA and transaction data strongly preferred
Exceptional analytical skills with strong attention to detail and the ability to translate data into actionable insights.
Proactive problem-solver with effective communication skills and the ability to manage multiple priorities.
Compensation
The base salary for this position is expected to be between $125,000 and $175,000 annually. The base salary offered to the chosen candidate will be commensurate with a candidate's relevant experience and other qualifications for the position, as determined by FKM in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus, which is often a meaningful portion of the compensation package, and a comprehensive benefits package.
Vice President, Branch Manager - Private Wealth Services- Westlake, TX
Roanoke, TX jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Charles Schwab Branch Managers have responsibility for increasing the branch office's revenues while expanding the client base. In this position, you will work closely with your team of Senior Wealth Consultants and Wealth Consultants both in implementing firm wide sales strategies and in developing strategies at the community level.
As the leader of a Charles Schwab Branch, you will inspire the sales professional team and Client Service professionals as they provide investment guidance and support to clients primarily through face-to-face meetings. Unlike any other job at Charles Schwab, the Branch Manager is the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.
Your typical day would include sales coaching and sales process management, development of branch team with effective training and performance management, client presentations with your sales team, analysis of performance data for trends and actions, interviewing prospective employees, collaborating with business partners sharing of the best methods and performing the compliance and administrative tasks inherent in our industry.
We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Bachelor's degree or equivalent or equivalent work related experience
Active and valid FINRA Series 7 license is required
Active and valid FINRA Series 9/10 license is required (may be obtained within a 120 day condition of employment)
Active and valid FINRA Series 66 (63/65) license is required
Active and valid Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
A valid and active FINRA Series 24 is preferred
Additional designations are preferred: CFP, CFA, CIMA, and/or AAMS
Demonstrated leadership, management and motivational skills
A minimum of 5 years in the financial services industry
A minimum of 4 years in a sales leadership/management capacity
A desire to lead, a passion for sales management, and a deep commitment to client service
Shown success in establishing quality cross enterprise partnerships
Comprehensive industry and investment knowledge
Excellent communication skills and a track record of success in sales, sales leadership, and overall leadership
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
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, Office of the Chairman and CEO
New York, NY jobs
**About this role** **Vice President, Office of the Chairman and CEO** The Chief of Staff team for the Chairman and CEO is responsible for the overall management of the Chairman and CEO's priorities, including i) evaluating, agreeing and preparing for the CEO's client and public engagements; ii) helping to drive key strategic initiatives on behalf of the CEO and senior leadership; iii) managing the relationship with BlackRock's Board of Directors.
**About this position**
The Vice President will manage the daily operations of the CEO Chief of Staff team, with a primary focus on overseeing workflows for evaluating engagement requests, replying to correspondence and creating briefing materials. The role acts in close partnership with the CEO Chief of Staff to ensure that all initiatives, both strategic and tactical, are executed efficiently, timely and with excellence in accordance with the high standards of the CEO. This role reports to the CEO Chief of Staff.
**Key responsibilities**
+ **Team Operations & Management:** Oversee and provide quality control across the team workflow including identifying incoming requests and actions, assigning follow-up to the team, and ensuring completion of all actions to the highest standard of quality and timeliness. Lead and facilitate regular team meetings (Monday, Wednesday, Friday) in order to ensure clear and fluid communication amongst the team.
+ **Briefing Memo Process & Quality Control:** Own the quality control and timely delivery of CEO briefing materials, including trip books and weekend briefing packs (delivered every Friday); as needed, help the CEO Chief of Staff review and sign off on materials to ensure completeness and relevance.
+ **Calendar Oversight & Guidance:** Maintain the forward-looking travel calendar in close coordination with the CEO's Admin Business team; monitor CEO's calendar for new meetings and changes; interface with the Admin Business team to manage real-time scheduling needs and answer questions.
+ **Items to Review (ITR) & Correspondence Management:** Oversee the CoS team member responsible for real-time monitoring of the CEO's incoming invitations, emails and requests; oversee the compilation and processing of weekly review items, ensure appropriate and timely replies to correspondence.
+ **Complex Client Engagement:** Assist with select strategic initiatives in partnership with the CEO Chief of Staff or other executives; project manage high-priority projects.
**Skills and qualifications**
+ Highly organized with the ability to track multiple tasks to completion, across different stakeholders and timelines with a keen attention to detail.
+ Use judgment to solve problems, quickly pivot and adapt to changing priorities in a fast-paced environment.
+ Build strong, respectful relationships with team members, peers and leaders across the firm.
+ Positive "can-do" attitude, team player.
+ Derive professional satisfaction operating behind-the-scenes.
+ High degree of professional discretion and integrity.
+ Excellent editing skills.
+ Proficient with the Microsoft Office suite.
+ Committed to being in the office 5 days per week.
+ 6-8+ years of relevant experience
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . 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.
Vice President, Office of the Chairman and CEO
New York, NY jobs
About this role Vice President, Office of the Chairman and CEO The Chief of Staff team for the Chairman and CEO is responsible for the overall management of the Chairman and CEO's priorities, including i) evaluating, agreeing and preparing for the CEO's client and public engagements; ii) helping to drive key strategic initiatives on behalf of the CEO and senior leadership; iii) managing the relationship with BlackRock's Board of Directors.
About this position
The Vice President will manage the daily operations of the CEO Chief of Staff team, with a primary focus on overseeing workflows for evaluating engagement requests, replying to correspondence and creating briefing materials. The role acts in close partnership with the CEO Chief of Staff to ensure that all initiatives, both strategic and tactical, are executed efficiently, timely and with excellence in accordance with the high standards of the CEO. This role reports to the CEO Chief of Staff.
Key responsibilities
* Team Operations & Management: Oversee and provide quality control across the team workflow including identifying incoming requests and actions, assigning follow-up to the team, and ensuring completion of all actions to the highest standard of quality and timeliness. Lead and facilitate regular team meetings (Monday, Wednesday, Friday) in order to ensure clear and fluid communication amongst the team.
* Briefing Memo Process & Quality Control: Own the quality control and timely delivery of CEO briefing materials, including trip books and weekend briefing packs (delivered every Friday); as needed, help the CEO Chief of Staff review and sign off on materials to ensure completeness and relevance.
* Calendar Oversight & Guidance: Maintain the forward-looking travel calendar in close coordination with the CEO's Admin Business team; monitor CEO's calendar for new meetings and changes; interface with the Admin Business team to manage real-time scheduling needs and answer questions.
* Items to Review (ITR) & Correspondence Management: Oversee the CoS team member responsible for real-time monitoring of the CEO's incoming invitations, emails and requests; oversee the compilation and processing of weekly review items, ensure appropriate and timely replies to correspondence.
* Complex Client Engagement: Assist with select strategic initiatives in partnership with the CEO Chief of Staff or other executives; project manage high-priority projects.
Skills and qualifications
* Highly organized with the ability to track multiple tasks to completion, across different stakeholders and timelines with a keen attention to detail.
* Use judgment to solve problems, quickly pivot and adapt to changing priorities in a fast-paced environment.
* Build strong, respectful relationships with team members, peers and leaders across the firm.
* Positive "can-do" attitude, team player.
* Derive professional satisfaction operating behind-the-scenes.
* High degree of professional discretion and integrity.
* Excellent editing skills.
* Proficient with the Microsoft Office suite.
* Committed to being in the office 5 days per week.
* 6-8+ years of relevant experience
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . 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.
Director of AML - Futures Commission Merchant Division
New York, NY jobs
With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Business Segment overview:
Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you'll have the opportunity to optimize processes and implement game-changing policies
The AML Americas Group upholds the Firm's commitment to maintaining robust compliance with all applicable AML regulations and obligations across its business lines. We are seeking an experienced Anti-Financial Crime professional to join our dynamic AML team.
In this role, the successful candidate will be responsible for overseeing and managing the AML program and processes for our Futures Commission Merchant (FCM), and Swap Dealer business lines. This includes maintaining current and effective AML policies and procedures, handling audits and annual independent testing, rolling out AML and sanctions risk assessments, working with EDD team members, handling AML training roll-out, providing advisory guidance to business stakeholders including front office, onboarding and operations teams, and updating senior management on key matters, initiatives and developments.
The individual will also play a key role in ensuring effective transaction monitoring coverage for the respective businesses and collaborate with AML team members to implement enhancements as needed.
Other responsibilities include evaluating the effectiveness of processes and implementing enhancements where needed, managing time-sensitive escalations, and working on AML initiatives/projects with other AML team members.
Responsibilities
Primary Responsibilities:
* Serve as the primary Advisory AML Officer for the Futures and Swap Dealer business lines offering expert guidance and strategic input on related AML matters and initiatives.
* Review and resolve AML escalations, determining appropriate courses of action and ensuring timely and compliant outcomes.
* Enhance and maintain effective AML policies and procedures to reflect evolving regulatory requirements and best industry practices.
* Lead periodic AML and sanctions risk assessments, evaluating the Firm's control environment and implementing improvements where necessary.
* Support independent audits and regulatory examinations by providing required information and collaborate with stakeholders to implement remediation plans addressing any identified issues.
* Assess the adequacy of transaction monitoring coverage to confirm that key risks and typologies associated with the FCM and Swap Dealer are appropriately identified and mitigated.
* Review SAR filings prior to submission
* Manage AML team members
* Identify, assess, and escalate AML compliance risks, ensuring that potential issues are promptly addressed and mitigated
* Consult with Senior management on complex matters (CAMLO, CCO, Business)
* Prepare quarterly Board materials and updates
* Provide oversight and guidance to the Operations, Treasury, and Margin teams on implementing process and control enhancements as needed.
* Provide guidance to Onboarding and KYC refresh teams.
* Assists with initiatives focused on improving KYC and screening processes.
* Provide advisory updates on regulatory changes to relevant stakeholders.
Qualifications
To land this role you will need:
* Must have comprehensive knowledge of the Bank Secrecy Act ("BSA"), USA PATRIOT Act, and FinCEN requirements, as well as OFAC; and an understanding of CFTC and NFA AML regulations.
* A minimum of 7-10 years of direct AML experience in the financial services sector, with demonstrated expertise in advisory and policy functions, transaction monitoring oversight. investigations, and the management of complex AML escalations.
* Prior experience leading or managing teams.
* Strong understanding of transaction monitoring scenario logic and its applicability across different business lines (futures/derivatives).
* Demonstrated expertise in Enhanced Due Diligence (EDD), with a proven ability to conduct supplemental reviews and deliver high-quality investigative and analytical assessments
* Thorough understanding KYC, CIP, CDD/EDD requirements, processes and best practices.
* Excellent writing and analytical skills, with the ability to produce clear, concise, and well-supported findings and reports.
* Advanced problem-solving abilities, demonstrating sound judgment and the capacity to identify and address complex compliance issues.
* Good operational knowledge of swap dealer, futures, and forex products with the ability to determine and apply effective AML monitoring and control measures.
What makes you stand out:
* Experience using LexisNexis, World Check, Actimize, Salesforce, Factiva, Two Four, GMI or similar tools
* CAMS certification and/or JD
Hiring Salary Range $125,000-$175,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.) Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Auto-ApplyVice President, Office of the Chairman and CEO
Day, NY jobs
About this role
Vice President, Office of the Chairman and CEO
The Chief of Staff team for the Chairman and CEO is responsible for the overall management of the Chairman and CEO's priorities, including i) evaluating, agreeing and preparing for the CEO's client and public engagements; ii) helping to drive key strategic initiatives on behalf of the CEO and senior leadership; iii) managing the relationship with BlackRock's Board of Directors.
About this position
The Vice President will manage the daily operations of the CEO Chief of Staff team, with a primary focus on overseeing workflows for evaluating engagement requests, replying to correspondence and creating briefing materials. The role acts in close partnership with the CEO Chief of Staff to ensure that all initiatives, both strategic and tactical, are executed efficiently, timely and with excellence in accordance with the high standards of the CEO. This role reports to the CEO Chief of Staff.
Key responsibilities
Team Operations & Management: Oversee and provide quality control across the team workflow including identifying incoming requests and actions, assigning follow-up to the team, and ensuring completion of all actions to the highest standard of quality and timeliness. Lead and facilitate regular team meetings (Monday, Wednesday, Friday) in order to ensure clear and fluid communication amongst the team.
Briefing Memo Process & Quality Control: Own the quality control and timely delivery of CEO briefing materials, including trip books and weekend briefing packs (delivered every Friday); as needed, help the CEO Chief of Staff review and sign off on materials to ensure completeness and relevance.
Calendar Oversight & Guidance: Maintain the forward-looking travel calendar in close coordination with the CEO's Admin Business team; monitor CEO's calendar for new meetings and changes; interface with the Admin Business team to manage real-time scheduling needs and answer questions.
Items to Review (ITR) & Correspondence Management: Oversee the CoS team member responsible for real-time monitoring of the CEO's incoming invitations, emails and requests; oversee the compilation and processing of weekly review items, ensure appropriate and timely replies to correspondence.
Complex Client Engagement: Assist with select strategic initiatives in partnership with the CEO Chief of Staff or other executives; project manage high-priority projects.
Skills and qualifications
Highly organized with the ability to track multiple tasks to completion, across different stakeholders and timelines with a keen attention to detail.
Use judgment to solve problems, quickly pivot and adapt to changing priorities in a fast-paced environment.
Build strong, respectful relationships with team members, peers and leaders across the firm.
Positive “can-do” attitude, team player.
Derive professional satisfaction operating behind-the-scenes.
High degree of professional discretion and integrity.
Excellent editing skills.
Proficient with the Microsoft Office suite.
Committed to being in the office 5 days per week.
6-8+ years of relevant experience
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . 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-ApplyExecutive Vice President, Bank President and CEO
Fort Worth, TX jobs
How will this role impact First Command? As the Bank President and CEO, the objective is to maintain strong safety and soundness ratings coupled with steady growth and performance in all areas of the bank to include lending, payments, deposit, compliance, operations, and wealth management. In addition to leading the bank, the FCB President is a member of the FCFS Executive Leadership Team (ELT). As a member of ELT, the successful candidate will contribute to the development and execution of enterprise-level strategic themes and objectives while advocating for the Bank as a key cornerstone of the enterprise value proposition.
The Bank President and CEO will also be a member of the Bank's Board of Directors. The position builds solid relationships with both the FCB and the FCFS Board of Directors. The position requires participation and presentation of business updates at the FCB and FCFS Board of Director's meeting and other committees as assigned. Additional duties include Chairperson of the Director's Loan Committee (DLC), Asset Liability Committee (ALCO), and Compliance Committee.
Reporting Relationship
The Bank President and CEO reports to the President and CEO of FCFS. He or she will lead and coach a client-focused team of highly qualified banking professionals to achieve annual business plan objectives and value-added performance targets in accordance with the regulations, policies, and guidance of the ELT and the FCB Board of Directors. Incumbent must be a mature, professional individual able to address problems and recommend solutions to resolve business, client and/or personnel issues.
What will you do in this role?
* Develop and implement a comprehensive Bank Strategy in support of the company's Big Audacious Goal of being THE personal financial coach of our nation's military families. Provides the vision, direction, and guidance to stakeholders and enterprise leadership to evolve and grow the bank.
* Build the vision to scale the bank leveraging Digital and FinTech solutions to exponentially grow the bank delivering a seamless client experience in a sustainable and compliant environment. The scalable platform will be critical to the bank's transformation to a direct-to-consumer model.
* As a member of ELT, actively contribute and influence enterprise strategy delivering value to clients while enhancing our Brand and elevating our reputation.
* Coach, develop, and inspire direct reports and key internal partners to meet team performance goals and objectives. This includes establishing robust development plans and succession planning.
* Create strong relationships with the First Command Advisors built on trust and integrity to promote and advocate banking services for our clients.
* Earn the respect and trust of federal regulators through proactive and transparent communication for the safety and soundness of the bank.
* Establish a culture of inclusion and an environment of psychological safety to promote inclusion, engagement, and innovation to achieve superior business results and greater diversity of our workforce.
* Proactively anticipate capital and liquidity needs in up and down markets staying ahead of changing economic conditions to successfully guide the bank in all environments.
Travel
* This role will require periodic travel to visit field offices throughout United States.
What skills & qualifications do you need?
Education
* A bachelor's degree in finance or economics is required. A master's degree or graduate school in banking is preferred. Strong credit training is essential.
Work Experience
* 15 to 20 years in commercial or consumer banking with extensive background in financial institution management.
* Minimum of 10 years or more in a senior management or C-suite level position.
* Accustomed to participating with and presenting business updates at the Board level. Prior Committee leadership experience including Loan Committee, Asset Liability Committee (ALCO), and Compliance Committee.
* Significant background in credit administration with lending authority.
* Extensive commercial and consumer lending background to include underwriting, credit analysis, collections, and loan operations to act on virtually all credit quality issues.
* Working experience with federal regulators, mainly the Office of the Currency of the Comptroller (OCC).
* Ability to comply with internal policies and discernment with respect to exceptions to maximize performance and customer service levels.
* Experience working with Internal Audit staff to insure solid financial controls are in place.
* Able to contribute at both the Bank strategy level and the Enterprise Strategy level.
* Military experience and background preferred.
Required Knowledge, Skills and Abilities
* Passionate, visionary, engaging, and principled. A strong work ethic and a low ego.
* Forward looking, growth-focused, and energized by collaboration with like-minded colleagues who are aligned with the mission and ready to scale the business.
* Thinks strategically and challenges the status quo, using his or her unique external vantage point to see what may not be apparent to others in the business.
* Has impeccable communication and presentation skills.
* Offers superior strategic planning and organizational skills with a hands-on execution style.
* Able to work independently with little or no supervision.
* Builds productive and positive relationships across the enterprise. Handles difficult customer or field issues in a professional manner.
#LI-NC1
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
Business Unit Management Director
New York, NY jobs
We're seeking someone to join our team as a Business Manager to support the Head of Global Supplier Services on high-impact internal and external engagement activities and strategic initiatives. You will engage across the Firm and Functional leadership, Global COO and supporting teams to drive the agenda of the Head of Global Supplier Services.
In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do-and-win business.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
What you'll do in the role:
* Drive the development and preparation of agendas and materials for key engagements of the Head of GSS including travel, internal/external stakeholder meetings and Firmwide engagement events
* Collaborate with the leadership team of GSS to keep track of execution and delivery status on strategic priorities
* Engage with the Corporate Services Office of the COO to ensure financial management, people and administrative processes are executed effectively
* Drive the creation of strategic executive/client presentations and necessary communications
* Drive the collection and dissemination of materials and agenda for functional leadership meetings
* Establish strong relationships and partner with global function heads and peer COO functions
* Develop and drive governance activities including technology, risk, strategic priorities
* Foster BU engagement through strategic engagements and active stakeholder management
* Support branding and communication with internal constituents
* Actively manage key vendor and industry relationships through QBRs, KPIs, etc.
What you'll bring to the role:
* 4-6 years of experience in a relevant position and industry
* Interest in financial institutions, organizational management, and strategy
* Articulate and persuasive written, verbal, communication, and presentation skills
* Outstanding interpersonal skills and sharp attention to detail
* Possess sound judgment and strong sense of integrity
* Thrive in a fast-paced environment and can work effectively across multiple functions on multiple projects simultaneously
* Advanced proficiency in Microsoft suite of products particularly in PowerPoint and Excel
* Effective communicator (written and verbal)
* Willing collaborator that can partner with various colleagues within and outside the organization to drive change and make impact
* Ambition - someone that is willing to go the extra mile to ensure success
* Diligent - someone that will double check work to ensure accuracy, actively problem solve and require minimal direction
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $130,000 and $183,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyVice President, Service Delivery General Management Manager II
Lake Mary, FL jobs
Client Service Officer
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Client Service Officer (CSO) to join our US Transfer Agency team. This role is located in Lake Mary FL.
In this role, you'll make an impact in the following ways:
• Oversee service levels across operating and systems areas, identifying and addressing weaknesses.
• Provide management reporting to clients and facilitate ongoing client review sessions and operational meetings.
• Act as the client's advocate within BNY, ensuring satisfaction and escalating issues to senior management as needed.
• Partner with Operations to eliminate non-value-added processes and drive client initiatives such as fund mergers, liquidations, and conversions.
To be successful in this role, we're seeking the following:
• Strong background in operations, systems, and company policies.
• Proven ability to resolve client issues effectively.
• Experience in financial management, contract negotiation, and project leadership.
• Excellent communication, teamwork, and problem-solving skills.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Auto-ApplyVice President, Service Delivery General Management Manager II
Lake Mary, FL jobs
Client Service Officer At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Client Service Officer (CSO) to join our US Transfer Agency team. This role is located in Lake Mary FL.
In this role, you'll make an impact in the following ways:
* Oversee service levels across operating and systems areas, identifying and addressing weaknesses.
* Provide management reporting to clients and facilitate ongoing client review sessions and operational meetings.
* Act as the client's advocate within BNY, ensuring satisfaction and escalating issues to senior management as needed.
* Partner with Operations to eliminate non-value-added processes and drive client initiatives such as fund mergers, liquidations, and conversions.
To be successful in this role, we're seeking the following:
* Strong background in operations, systems, and company policies.
* Proven ability to resolve client issues effectively.
* Experience in financial management, contract negotiation, and project leadership.
* Excellent communication, teamwork, and problem-solving skills.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.