Software Engineer, AVP - Credit and Insurance Technology
Assistant vice president job at Blackstone Group
Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at ******************* Follow @blackstone on LinkedIn, X, and Instagram.
The BXCI Technology team builds mission-critical platforms that power Blackstone's Credit and Insurance business - systems at the heart of billions in assets across private and liquid credit. We partner closely with investment teams, operations, and external providers to deliver technology that streamlines complex workflows, ensures data accuracy, and drives smarter, faster investment decisions. In this role, you will be a key engineer on our core security and entity mastering platform - the golden source for asset, entity, and fund data that underpin every deal, trade, valuation, and compliance check. You'll help evolve this system using next-generation document processing, intelligent data extraction, and automation technologies, transforming how information flows across the firm.
BXTI is entrepreneurial - our open, iterative design processes and rapid pace of engineering mean that everyone on the team can make an impact from day one. We are problem solvers who can take projects from idea to implementation. We believe in active mentoring and developing excellence. We collaborate to find the best answers for our customers and for Blackstone.
We are critical to the firm maintaining its competitive edge.
Responsibilities:
• Use cloud native technologies and services to build scalable, reliable, and secure applications.
• Build, support, and integrate web applications, microservices, and data pipelines on many platforms with high code quality.
• Write automated units, integration, and deployment tests.
• Utilize standard CI/CD tooling (Jenkins, GitLab Runners) to build and deploy application code in various environments.
• Use modern software engineering methodologies and tools like JIRA to manage and deliver projects.
• Lead technical design and code reviews with team members, participate in Agile ceremonies, and troubleshoot software defects.
• Provide technical support, automate repetitive tasks, and stay updated with industry trends and emerging technologies.
• Mentor and train junior-level developers, contribute to the collaborative team culture, and demonstrate a willingness to learn from others.
Qualifications:
We seek to hire individuals who are highly motivated, intelligent, and have demonstrated excellence in prior endeavors. In addition, the successful candidate should meet the following qualifications:
• 5+ years of proven software engineering experience in a relevant industry, with proficiency in C# and/or Python, JavaScript/TypeScript, databases (relational and/or NoSQL), and cloud technologies, preferably AWS. Knowledge of Terraform, CI/CD and containerization is a bonus.
• Experience as a hands-on senior-level engineer with effective skills collaborating with the business, product managers, UX designers, and other tech leads.
• Self-starter with an entrepreneurial attitude, willing to teach and mentor others, and a desire to work in a dynamic team environment.
• Experience with RESTful API design, development, scalable microservice architectures, and messaging.
• Effectively develops scalable, secure, and maintainable code, with a strong background in object-oriented programming.
• Excellent problem-solving skills and effective communication skills.
• Experience with automation testing approaches and performance testing.
• Bachelor's degree (BSc/BA) or above in Computer Science, Engineering, or a related field.
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 Blackstone in its sole discretion.
Expected annual base salary range:
$128,000 - $200,000
Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.
Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at Blackstone's sole discretion.
Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.
If you need a reasonable accommodation to complete your application, please contact Human Resources at ************ (US), +44 (0)20 7451 4000 (EMEA) or +852 3656 8600 (APAC).
Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:
Attending client meetings where you are discussing Blackstone products and/or and client questions;
Marketing Blackstone funds to new or existing clients;
Supervising or training securities licensed employees;
Structuring or creating Blackstone funds/products; and
Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.
Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions.
To submit your application please complete the form below. Fields marked with a red asterisk * must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.
Auto-ApplyAVP 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.
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.
Assistant Vice President, Test Analyst
Iselin, NJ jobs
About CLS:
CLS is the trusted party at the centre of the global FX ecosystem. Utilized by thousands of counterparties, CLS makes FX safer, smoother and more cost effective. Trillions of dollars' worth of currency flows through our systems each day.
Created by the market for the market, our unrivalled global settlement infrastructure reduces systemic risk and provides standardization for participants in many of the world's most actively traded currencies. We deliver huge efficiencies and savings for our clients: in fact, our approach to multilateral netting shrinks funding requirements by over 96% on average, so clients can put their capital and resources to better use.
CLS products are designed to enable clients to manage risk most effectively across the full FX lifecycle - whether through more efficient processing tools or market intelligence derived from the largest single source of FX executed data available to the market.
Our ambition to make a positive difference starts with our people. Our values - Protect, Improve, Grow - underpin everything that we do at CLS and define and shape a supportive and inclusive working environment in which everyone is encouraged to be open and forward-thinking
Job information:
Functional title - Test Analyst
Department - Global Testing Services
Corporate level - Assistant Vice President
Report to - Director, Global Testing Services (Settlement Portfolio)
Location - New Jersey - Metropark
Expected full-time salary range between $130,000 - $150,000 + variable compensation + 401(k) match + benefits.
Note: Disclosure as required by NY Pay Transparency Law of the expected salary compensation range for this role.
What you will be doing:
Taking responsibility for the project testing activities. This includes:
Reviewing requirements, solution, design and other project specific technical documentation
Reviewing Test documentation
Providing resource and test effort estimation
Contributing to the Project Test Plan (with re-planning where necessary)
Analysing requirements and technical solutions in order to write Test Strategies for planned levels / phases of testing
Producing Test Strategy and other project specific Test documentation
Monitoring team's progress on allocated tasks
Producing (or assist in producing) Requirements Traceability Matrix, Test Scenarios and Test Scripts
Performing (or assisting in) Test Execution
Performing the Defect Manager role for assigned projects
Identifying and escalating Risks / Issues / Dependencies
Providing regular progress reports to Project and GTS Management
Liaising with project stakeholders (internal to CLS and third party) to address for example knowledge gaps, queries and any other such dependencies
Attending / arranging meetings, workshops
Providing training and assistance to testers to ensure they are following testing and defect reporting processes.
Assigning and conducting day-to-day monitoring of the project test team's assigned projects, tasks, and activities
Performing test execution as required; testing the application to ensure it is working as specified, including use of test cases or on an ad-hoc basis, reporting defects and other issues found during testing in the defect tracking system
Ensuring testing commitments are met within the project test team and monitoring for potential impacts to target dates or other Projects. Communicating potential impacts to target dates to the Project test lead
Managing the JIRA (defect tracking) database for all testing phases (update, follow-up and escalate overdue issues).
Reviewing and estimating requirement change requests
Reviewing and validating test results and defect reports by the Test Executers
Contributing in daily and weekly testing status meetings with the project test team, and the overall Project team
Main project will be related to the CLS Settlement service
Supporting testing/training activities. This includes:
Taking responsibility for the support for other departments' use of the testing environments, where required. For example - assisting business staff in performing UAT
Sharing technical knowledge within the team
Following, implementing and maintaining processes and procedures for QA and Testing activities. This includes:
Test analysis and Preparation processes
Defect Management
Reporting process
Test Execution processes
Identifying and advising on improvements to processes
What we're looking for:
Professional Experience
Software Testing experience in the 'Financial Services' business domain (preferably in FX, Payment - RTGS, SWIFT)
Extensive Software Testing experience, including roles within at least 5 medium to large projects
Experience as a customer managing the delivery of at least one medium to large new system/ project (or a major enhancement of an existing operational system) from a Third-Party IT Vendor
Experience of managing or working with teams within an offshore service model
Experience in producing various Test artefacts including Test Strategy / Plans, Test Scenarios, Test Scripts
Experience in Defect Management
Experience in XMLs and database interrogation using SQL, Linux/Unix
Familiarity with the CLS concept
Familiarity with the ISO 20022 Universal financial industry message scheme.
Personal Traits/Competencies
Self-starter
Quick learner
Analytical
Proactive
Motivated
Flexible
Eye for detail
Leadership capability
Team player
Clear communicator.
Skills Desired:
Good to have financial/banking domain experience.
Experience in working onsite - offshore model
JIRA Defect Management Tool
Zephyr Test Management Tool
Working knowledge of SQL and Linux/Unix
Personal characteristics contributing to an individual's ability to excel in the position
Good level of test experience in team leading test activities for medium to large projects
Very good understanding of Test Processes and relevant Project Processes
Capable of producing quality test artefacts
Extensive experience working in the Financial Services business domain
Good team player with excellent team / people management skills
Successfully working in a high-pressure environment to tight timescales and deadlines
Professional qualifications / certifications
Bachelor degree in a technical field
Software Test Certification (CSTE, ISTQB)
Our commitment to employees:
We are a small company with a big mandate, so every person is essential to our success. We are also committed to employing and retaining the most talented and dedicated people.
What makes us interesting goes beyond our competitive salaries and great benefits. Our work environment is designed around quality outcomes, not output. The FX market would cease to function without our services, and we take pride in being responsible for keeping it running smoothly.
We are different from other financial institutions in that we have a flatter and more transparent structure with accessible leadership. You will be seen, heard and empowered to develop your career.
We are a purpose-driven organization, with an inclusive culture that focuses on doing what is right. The well-being of our people is as important to us as the resilience of our systems. In addition to encouraging our people to ‘locate for their day,' we run a range of initiatives that support employees' sense of belonging and physical, emotional and mental well-being.
Our extensive benefits for employees typically include:
Vacation/annual leave: 25 days in UK/Asia + 3 life days, 23 in US + 3 life days
Private medical and dental cover and life insurance
Generous pension contributions in the UK and Asia; matching 401(k) in the US
Paid volunteer days
‘Locate for your day' hybrid working - 2 days a week in office.
Access to Discover - our learning platform with 1000+ courses from LinkedIn Learning.
Paid parental leave / Coaching and support services
Career development / LinkedIn Learning
‘Heads down days' with no meetings on the last Friday of every month
Wellbeing / Mental health support
Diversity Council / Affinity groups (Women's Forum, Black Employee Network, Pride Network, Parents & Caregivers Network, Sustainability Network)
Social events
Awards:
The Sunday Times Best Places to Work 2023 & 2024 / Big Company / The Sunday Times Awards
Third place in Britain's Healthiest Workplace 2022 / Medium Company / Vitality Awards
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.
10070076- Data Loss Prevention Senior Engineer, Vice President
Jersey City, NJ jobs
Senior Security Engineer will ultimately be responsible for the design, innovation, operation, architecture, and thought leadership for the firm's user data loss prevention and data classification systems. This position will collaborate with the rest of the engineers and act as the senior authority on all aspects of the firm's DLP systems. The expectation is that this person will have an advanced understanding of the DLP, data classification, and process automation, but will also have understanding of data security strategy, capability, and use cases. This role is for a SME not just with great technical acumen, but also with great vision of where to take our program.
Major Responsibilities
Define, lead, and execute Data Loss Prevention strategy and processes.
Analyze, design, develop, and operate programs, shell scripts, tests, and infrastructure automation capabilities necessary for daily operations and custom processes.
Management of the technology and processes including monitoring, investigation, reporting, and rule maintenance.
Coordinate with internal Data Loss Prevention (DLP) and Insider Threat teams to develop and integrate events with the UEBA and SOAR technology.
Support security operations and other security partners in remediation or mitigation of security vulnerabilities and assist associated technical teams.
Advise Insider Threat responders as they develop and coordinate response, containment, and remediation capabilities as appropriate.
Provide guidance and training on the technology to additional team members. Be a willing and approachable teacher.
Assist in review of Information Security policies and Program documents and provide updates for continued program maturity and evolution.
Qualifications
8+ years' overall technical experience in either reverse engineering/malware analysis, threat intelligence, incident response, security operations, or related information security field
8+ years' experience in application design/engineering, including but not limited to programming/scripting, Windows/Linux system administration, relational database management system (RDBMS)/NoSQL database administration, etc.
B.S. Computer Science or equivalent experience
Subject matter expert in all facets of data loss prevention (DLP) technology
Subject matter expert in all facets of the Symantec suite of DLP products (legacy Vontu) and Zscaler DLP
Masterful understanding of DLP capabilities, strategies, and principles
The typical base pay range for this role is between $137K - $176K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package,
please click the link below.
MUFG Benefits Summary
VP, Financial Consultant - Boca Raton, FL
Boca Raton, FL jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
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
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.
TripleTree - Vice President, Mergers and Acquisitions
New York, NY jobs
TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. This commitment impacts the knowledge, relationships, and resources across our business, and requires the addition of talented professionals with strong analytic, strategic thinking, communication and leadership skills - and drive to succeed.
Our Investment Banking Vice Presidents perform critical functions as leaders and active contributors throughout the entire transaction process, from helping to prepare clients for market, engaging with potential buyers, and facilitating due diligence to ultimately negotiating and closing the deal. The position offers substantial opportunities for professional development and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new business development.
General responsibilities
Working closely with well-established healthcare investment bankers who will act as mentors and work hard to help fulfill your career goals
Analyzing and explaining detailed corporate and financial information
Conducting industry and company-specific business due diligence
Managing and assisting in the preparation of financial models and business valuations
Preparing pitch books and client marketing presentations, memoranda, and deliverables
Understanding the underlying trends that affect the healthcare industries
Coordinating and managing the creation of industry research publications
Developing and cultivating client, prospective client, buyer, investor, and professional advisor relationships
Mentorship and development of junior bankers
Basic Qualifications
Bachelor's degree or military experience
At least 6 years of investment banking, private equity, or transaction advisory experience with a focus on Mergers and Acquisitions
Preferred Qualifications
Master's Degree
At least 7 years of investment banking, private equity, or transaction advisory experience with a focus on sell-side Mergers and Acquisitions
FINRA Licenses - 63, 79, SIE
At this time, TripleTree as part of Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
New York, NY: $215,000 - $260,000 for Vice President, Mergers and Acquisitions
Bloomington, MN: $215,000 - $260,000 for Vice President, Mergers and Acquisitions
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
AVP, Claims Contact Center
Tampa, FL jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Accountable for auto, property and/or other claims teams to deliver operational business results at scale. Responsible for member service, paying what we owe, controlling expenses, employee engagement, quality, operational risk and compliance across multiple operational areas. Sets operational goals and measures to achieve overall claims targets. Designs and implements claim's strategies supporting enterprise objectives. Collaborates and influences P&C strategies coordinating with peers to affect P&C mission objectives. Responsible for identifying and advancing broad strategic improvements to the operation including efficiency, effectiveness, compliance and regulatory adherence. Sponsors and shapes large transformational efforts across Operational areas.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ or Tampa, FL. Relocation is available for this position.
Provides executive leadership and guidance on technical matters and extends settlement authority within their process (or as delegated).
Identifies and evaluates internal and external issues of strategic importance to a product line.
Demonstrates executive-level thought leadership, strategy development, and financial and operational planning.
Leads broad functional Claims and P&C projects and may serve as an executive sponsor for projects.
Oversees the development and implementation of functional policies, procedures and guidelines.
Identifies opportunities and facilitates major improvements to processes and systems and works with internal partners to accomplish shared accountabilities.
Engages with and represents USAA with external partners as appropriate.
Works with internal partners to establish appropriate controls within operational area.
Responsible for leadership, communication, employee engagement and coordination of business and Enterprise initiatives.
Influences and executes claims servicing solutions across process, technology, workforce, third party, and/or analytics in support of P&C product competitiveness
Influences and executes operations strategy, plan, goals and objectives in support of Claims Strategy
Inspires a high performing team to deliver exceptional experiences to the members, engaged employees and achieve exceptional results.
Hires, develops, and coaches claims leaders for results delivery.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
10 years of progressive customer service, operational, military or leadership experience to include a minimum of 8 years of demonstrated P&C proficiency and experience.
6 years of people leadership experience in building, managing and/or developing high-performing teams.
Experience in developing P&C business solutions to include building a business case, creating influence and delivering results.
Executive-level business and technical acumen in the areas of effective claims handling processes, claims risk and compliance, integrated change management and front-line communications leading to operational excellence.
Proven ability to influence leaders across multiple disciplines and executive levels.
Demonstrated ability to develop and convert strategic vision into a tactical plan and execute on that plan.
Strong knowledge and applied compliance with Department of Insurance, Fair Claims Practices and Federal regulations governing claims handling.
Experience using data insights and making recommendations decision-makers.
What sets you apart:
Accomplished leader with expertise building a large contact center
Advanced technology skills using AI or IVR technology in a contact center environment
Experience building, developing, and growing teams through transformation and modernization
Strategic leadership skills focused on modernization
Experience utilizing data and insights to understand staffing requirements, productivity and workload standards
What we offer:Compensation:
The salary range for this position is: $195,230 - $351,410.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Junior Portfolio Manager, iDPE - Assistant Vice President / Vice President
New York, NY jobs
About the Role
iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President or Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects.
Responsibilities
Perform due diligence on private companies and their industries alongside senior team members.
Prepare investment memoranda.
Oversee portfolio monitoring, portfolio analysis, and liquidity planning.
Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams.
Support external communications regarding the Fund, including engagement with prospective and existing investors.
Track market trends, competitor activity, and industry developments.
Create business development presentations as required.
Qualifications
4+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
Excellent written and verbal communication skills
High accuracy and attention to detail
Able to problem-solve and make logical business recommendations in a fast-paced environment
Professional demeanor with an entrepreneurial attitude and a strong sense of ownership
Benefits
The base salary range for this role is $140,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyJunior Portfolio Manager, TPM - Associate / Assistant Vice President
New York, NY jobs
About the Role
iCapital is seeking an Associate or Assistant Vice President to join the Portfolio Management team, focusing primarily on the TPG Private Markets Fund (“TPM”). This fund is a newly launched, registered fund managed by iCapital that provides access to the private equity investments of TPG, a global alternative asset manager.
Responsibilities
Perform due diligence on co-investment opportunities sourced from one of the most prominent private equity firms in the world.
Prepare investment memos and other relevant analyses to assist in the investment underwriting process.
Monitor the performance of existing investments, identifying potential risks and opportunities.
Assist with portfolio construction, which spans investment strategies and geographies.
Prepare reports and presentations for investors and other stakeholders.
Work closely with the Product, Fund Finance, Compliance, and other teams to ensure smooth transaction, execution and portfolio management.
Ensure adherence to regulatory requirements and internal policies.
Qualifications
Strong academic credentials and a demonstrated track record of successful work experience
2-6 years of post-undergrad investment or leveraged finance experience with an investment management firm, investment banking, or private equity/private credit firm
Strong analytical and modeling capabilities with a fundamental driven approach to investing
Able to work collaboratively in team environments and strong relationship-building skills
Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions
Proficient in managing multiple projects simultaneously and meeting deadlines
Able to produce high-quality work with a focus on accuracy and thoroughness
Benefits
The base salary range for this role is $110,000 to $165,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyProgram Manager - Associate / Assistant Vice President
New York, NY jobs
About the Role
iCapital is seeking a strategic and results-driven Associate / Assistant Vice President, Program Manager to join our Product Operations team. This role will lead the planning and execution of complex, cross-functional software development initiatives that are critical to firm-wide priorities. The ideal candidate brings a strong track record of delivering enterprise-scale technology projects in financial services, with a demonstrated ability to influence stakeholders, manage risk, and drive operational excellence.
Key Responsibilities
Own and drive the end-to-end delivery of strategic software initiatives, ensuring alignment with business goals, timelines, and resource plans.
Lead cross-functional collaboration with Product, Engineering, UX, Legal, Compliance, and Sales to ensure seamless execution and stakeholder alignment.
Develop and maintain detailed project plans, including milestones, dependencies, and risk mitigation strategies.
Proactively identify and resolve project risks and blockers, escalating when necessary, with clear context and recommendations.
Use analytical reasoning to assess program performance, identity areas for improvement, and lead efforts to improve efficiency and effectiveness within the team.
Oversee project tracking tools (Monday.com, JIRA), ensuring transparency, accountability, and timely delivery across teams. Prepare and present project status reports, dashboards and performance metrics.
Facilitate decision-making forums and working sessions to align teams, resolve conflicts, and drive consensus.
Qualifications
5+ years of relevant experience within program management, project management or business analysis roles
Proven experience delivering complex software projects in financial services or fintech environments.
Strong interpersonal and communication skills, with the ability to influence and align diverse stakeholders.
Demonstrated ability to manage ambiguity, prioritize competing demands, and operate with a risk management mindset.
Deep understanding of Agile methodologies and tools (JIRA, Confluence, Monday.com)
Operational rigor with a focus on process improvement, workload distribution, and team enablement.
Experience peer influencing projects fostering a culture of accountability and growth.
PMP, SAFe, CSM, or CSP certifications are a plus.
Benefits
The base salary range for this role is $100,000 to $150,000 depending on level and experience. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyCybersecurity Project Manager - Assistant Vice President
New York, NY jobs
About the Role
iCapital is looking to hire an Assistant Vice President Cybersecurity Project Manager. This individual will oversee information security initiatives within the team and across business units to improve the security posture of the firm. This role manages multiple enterprise-level projects from planning through execution, ensuring alignment with strategic goals, regulatory requirements, and stakeholder expectations. Success in this role requires exceptional attention to detail, strong time management, and the ability to translate complex technical or business processes into clear, actionable plans.
Responsibilities
Define scope, develop detailed plans, and drive cross-functional execution to ensure projects are delivered at the expected quality level.
Coordinate decisions across business, technology, and control partners to prepare and deliver structured updates to executives, sponsors, and working groups to ensure transparency and accountability.
Create and manage project charters, status reports, RAID logs, and leadership summaries that reflect current progress, risks, and dependencies.
Maintain adherence to internal risk frameworks, regulatory requirements, and project management standards while ensuring documentation is audit-ready at all stages.
Manage schedules, workflows, and reporting dashboards in tools such as Monday.com, Jira, Confluence, and MS 365 to support accurate tracking and visibility.
Qualifications
Bachelor's degree in a related field is required, master's degree is a plus
5-7 years of experience managing complex, cross-functional enterprise projects in a financial service, fintech, or technology-driven environment
Highly professional and persuasive communicator who unites diverse stakeholders, drives alignment, and builds momentum to ensure projects move forward and deliver results
Exceptional organizational, time management, and written and verbal communication skills
Comfortable engaging with senior leaders and stakeholders
Proven track record of managing multiple concurrent projects with strict deadlines, changing priorities, and cross-team dependencies
Project Management Professional (PMP), Scrum Master Certified (SMC), and ITIL certifications are preferred
Benefits
The base salary range for this role is $120,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyStudio Manager - Assistant Vice President
New York, NY jobs
About the Role
iCapital is seeking a highly organized and technically skilled Studio Manager to oversee the day-to-day operations of our in-house studio. This individual thrives in a fast-paced production environment, has a deep understanding of studio equipment and media workflows, and enjoys overseeing multiple tasks, from managing gear to shooting and editing content.
Responsibilities
Maintain and oversee studio equipment inventory, ensuring all gear is functional, organized, and up to date. Recommend upgrades and new purchases as needed.
Operate cameras, lighting, and audio equipment for both long-form and short-form studio productions.
Partner with the Producer to shoot social media content which includes setting up and breaking down equipment and quickly editing and delivering assets to the Social team for same day turnaround.
Collaborate with producers and creative teams to ensure a smooth execution of shoots.
Provide on-set technical support and troubleshoot issues in real time.
Manage media assets including ingesting, backing up, organizing, and archiving footage.
Ensure proper file naming conventions and metadata tagging for efficient retrieval and editing.
Perform light-to-medium editing tasks such as rough cuts, audio syncing, and basic color correction.
Coordinate with external production agencies, freelance crews, and vendors to support studio shoots and special projects.
Ensure third-party teams deliver final assets in an organized, timely, and technically sound manner that aligns with internal media management standards.
Define and evolve studio workflows for efficiency and quality.
Communicate challenges, resource needs, and timeline risks to leadership effectively.
Qualifications
8+ years of experience in studio production or media operations
Strong knowledge of studio equipment including cameras, lighting setups, and audio gear
Proficiency in media management workflows and cloud storage platforms
Excellent organizational skills and attention to detail
Able to multitask and adapt to changing production needs
Experience with live streaming or multi-cam setups
Basic motion graphics or audio mixing skills
Knowledge of financial media environment
Benefits
The base salary range for this role is $120,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyAVP Wealth Management Program Manager
Pensacola, FL jobs
Since 1936 PenAir Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we're passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity and they're woven throughout our culture.
PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.
Careers Do you have a passion for helping others?Currently, PenAir provides access to 14 convenient locations in Baldwin County, AL and Escambia, Santa Rosa, and Okaloosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.
Join the team. You'll fit right in. Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?
The PenAir difference. Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.
Holistic Amenities:
Up to $15K available for continuing education
Student Loan Paydown
Adoption Assistance Reimbursement
Wellness Programs
Gym membership reimbursement
Formal Career Development Resources
Financial Wellness Resources
Purchase assistance with computers and fitness equipment.
Benefits Package Highlights:
Generous PTO Plan-20 days for new hires
Paid Maternal & Parental Leave
Competitive Retirement Plan
Competitive medical, dental & vision plans
Company paid Telehealth services.
Company paid Short Term Disability
And more……….!
About the role:
The Assistant Vice President, Wealth Management Program Manager, is responsible for the overall leadership, strategy, and success of the credit union's Wealth Management program. This role includes overseeing financial advisors, driving program growth, enhancing member engagement, and ensuring compliance with all regulatory and broker-dealer requirements.The AVP is expected to develop and execute strategies that expand the program's market reach, increase program efficiency, and improve member access to financial planning and investment services. This leader will cultivate a high-performing advisory team, develop referral partnerships, and align the program with the credit union's broader financial services strategy.
Major Duties and Responsibilities:
Program Leadership & Business Growth: Develop and execute strategies to grow the Wealth Management program. Identify and implement initiatives to expand financial services offerings and enhance member engagement. Build relationships with internal teams to increase awareness and accessibility of wealth management services. Ensure the program operates efficiently and contributes to the credit union's overall success.
Advisor Management & Development: Oversee a team of financial advisors, ensuring strong sales performance and adherence to service standards. Recruit, train, and mentor advisors, fostering a high-performance culture. Set and monitor performance benchmarks, providing ongoing coaching and professional development. Implement training programs and business development strategies to improve advisor effectiveness.
Member Experience & Business Development: Strengthen referral partnerships within the credit union to drive new business. Develop and participate in marketing and outreach initiatives to increase member awareness of wealth management services. Ensure a member-first approach, emphasizing financial education, personalized service, and fiduciary responsibility.
Compliance & Operational Oversight: Ensure adherence to FINRA, SEC, and state regulations, as well as broker-dealer compliance requirements. Implement strong supervisory procedures to mitigate risk and maintain regulatory integrity. Oversee reporting, program audits, and operational processes to ensure compliance and efficiency. Work with compliance teams to ensure program alignment with industry best practices.
Performs other job-related duties as assigned.
Minimum Qualifications:
Experience: Minimum of 7-10 years of experience in wealth management, investment services, or financial advising, with at least 3 years in a leadership or program management role. Strong leadership and business development experience within a financial institution or broker-dealer setting.
Education/Certifications/Licenses : A Bachelor's or Graduate degree in Business, Finance, or a related field is required, along with a valid Series 7 license. If registered after October 1, 2018, candidates must also possess a valid and active Securities Industry Essentials (SIE) exam certification. A valid and active Series 66 (or Series 63/65) and a Life and Health Insurance license must be obtained within 60 days of starting the role as a condition of employment. Certified Financial Planner (CFP) preferred but not required. Must maintain all licenses and meet ongoing continuing education requirements.
Interpersonal Skills: Demonstrated strong leadership and coaching abilities, with proven experience in managing a team of advisors. Exceptional communication and relationship-building skills, effectively engaging with both internal teams and external partners. The Assistant Vice President (AVP) must exhibit executive presence and the ability to collaborate closely with senior leadership to align the Wealth Management program with the credit union's strategic objectives.
Other Skills: Comprehensive knowledge of investment products, financial planning, compliance requirements, finance, and economics is essential. Strong qualitative and quantitative analytical skills are required, with the ability to conduct thorough investment analysis. Proficiency in PC software, including word processing, database management, and spreadsheets, as well as knowledge of security interest computations, is necessary. Must be capable of operating various types of office equipment, such as computers, calculators/ten-key devices, copy machines, and telephones. This role requires travel to branch locations and potential market expansion areas. Active participation in industry events, continuing education, and professional development is expected.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyAVP - BRANCH MANAGER - Bilingual in Spanish Preferred
Jersey City, NJ jobs
Job Description
Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 4 consecutive years!
Financial Resources FCU is a member-focused Credit Union dedicated to empowering our community through financial wellness, trust and personalized service. With a strong foundation built on our shared values of honesty, compassion, respect and integrity, we are seeing a dynamic and driven Branch Manager to lead our Jersey City, NJ branch.
Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide!
As the Branch Manager in our Jersey City location, you'll serve as a key ambassador for our Credit Union. This role requires a proactive leader with strong relationship-building skills and a sales mindset to drive business growth and deepen member engagement. You'll oversee branch operations, mentor staff, and lead community outreach efforts to expand our presence in the Jersey City area.
A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started.
We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years
. When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture!
Some of your responsibilities will include:
Lead and coach branch staff to deliver exceptional member service and achieve sales goals.
Cultivate strong relationships with existing and prospective members, community organizations, and local businesses to drive branch growth.
Develop and implement strategic business development plans tailored to the Elizabeth, NJ market.
Ensure branch operations are compliant with internal policies, regulatory requirements, and industry best practices.
Analyze branch performance metrics and identify opportunities for improvement in service delivery, productivity, and revenue generation.
Promote a culture of accountability, collaboration, and continuous improvement within the branch.
What we offer to our team members:
Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period
A competitive salary
Generous paid time off
Health, dental and vision plans for employees and their families
Health Savings and Flex Spending Accounts
Paid Parental Leave Programs
Short and Long-Term Disability Programs
Company provided life insurance and low-cost supplemental insurance plans
401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions
Paid volunteer days
Opportunities for career advancement with continuous learning and development
Tuition reimbursement
We ask that you have:
Minimum of 5 years of related experience in a financial institution with supervisory experience required.
Bachelor's Degree or equivalent experience in lieu of degree
Expert knowledge of banking principles and practices
Strong knowledge of principles and practices to ascertain and assess member needs, meet quality standards of member service and evaluate member satisfaction.
Expert knowledge of selling practices and activities
Excellent computer skills (Microsoft Suite of Products, Fiserv DNA or COCC Insight experience is preferred but not required)
If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.
AVP - BRANCH MANAGER - Bilingual in Spanish Preferred
Elizabeth, NJ jobs
Job Description
Financial Resources FCU has been designated one of the Best Places to Work in NJ since 2022! At FRFCU, we are "putting people first" and that starts with our employees! Come see why our team members have voted us for Best Places to Work in NJ for 4 consecutive years!
Financial Resources FCU is a member-focused Credit Union dedicated to empowering our community through financial wellness, trust and personalized service. With a strong foundation built on our shared values of honesty, compassion, respect and integrity, we are seeing a dynamic and driven Branch Manager to lead our Elizabeth, NJ branch.
Financial Resources is a not-for-profit federal credit union with locations in Somerset, Hunterdon, Middlesex, Hudson and Union Counties. With a history of serving our members for more than 100 years, we have grown to more than $650 million in assets serving more than 29,000 members with 6 public access branches and a team of 100 employees. We are available Nationwide!
As a Branch Manager, you'll be the face of our Credit Union in the Elizabeth community. This role is ideal for a leader who thrives on building relationships, has a strong sales acumen, and is passionate about helping members reach their financial goals. You will oversee daily branch operations, lead a high-performing team, and drive business development to grow membership, deposits and lending in the local market.
A little more about what we do: Financial Resources has been serving the needs of our members for more than 100 years and we are just getting started.
We are looking for more high character people to join our team and help us help more members as we get started on the next 100 years
. When you join Financial Resources, you will be part of a mission driven organization with a team of talented and committed team members that value our members and company culture!
Some of your responsibilities will include:
Lead and coach branch staff to deliver exceptional member service and achieve sales goals.
Cultivate strong relationships with existing and prospective members, community organizations, and local businesses to drive branch growth.
Develop and implement strategic business development plans tailored to the Elizabeth, NJ market.
Ensure branch operations are compliant with internal policies, regulatory requirements, and industry best practices.
Analyze branch performance metrics and identify opportunities for improvement in service delivery, productivity, and revenue generation.
Promote a culture of accountability, collaboration, and continuous improvement within the branch.
What we offer to our team members:
Work Life Balance Programs that includes a reduced hour work week after satisfactory completion of your training period
A competitive salary
Generous paid time off
Health, dental and vision plans for employees and their families
Health Savings and Flex Spending Accounts
Paid Parental Leave Programs
Short and Long-Term Disability Programs
Company provided life insurance and low-cost supplemental insurance plans
401K with 100% employer match, up to 6%, after one year and potential for additional profit-sharing contributions
Paid volunteer days
Opportunities for career advancement with continuous learning and development
Tuition reimbursement
We ask that you have:
Minimum of 5 years of related experience in a financial institution with supervisory experience required.
Bachelor's Degree or equivalent experience in lieu of degree
Expert knowledge of banking principles and practices
Strong knowledge of principles and practices to ascertain and assess member needs, meet quality standards of member service and evaluate member satisfaction.
Expert knowledge of selling practices and activities
Excellent computer skills (Microsoft Suite of Products, Fiserv DNA or COCC Insight experience is preferred but not required)
If you want to work in a friendly environment and with an organization that is looking to expand its footprint, please consider applying for this opportunity.