Vice President jobs at BMO Capital Markets

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.

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.

Orion's mission is to transform longevity through sleep. Orion just raised an $18m Seed Round and is founded by unicorn founders who have built & sold companies for combined $2 billion+. Orion's smart sleep system uses AI to make 6 hours of sleep feel like 10 and the company is positioned to disrupt the $100 billion preventative health market. Role Description We're looking for a VP of Digital & eCommerce to lead all things digital-from strategy to execution. You'll oversee site performance, conversion, user experience, digital marketing, funnel optimization, and own the full customer lifecycle across DTC channels. As a key member of the leadership team, you'll be responsible for building a high-converting digital ecosystem that drives customer acquisition, engagement, and long-term value. Key Responsibilities Own and drive the end-to-end digital strategy across eCommerce, performance marketing, site, mobile, retention, and analytics Lead optimization of the website and checkout experience to increase conversion and average order value Manage full eCommerce P&L, including revenue forecasting, budget allocation, CAC/LTV tracking, and unit economics Partner with Product, Brand, and CX teams to ensure seamless and engaging digital experiences Implement tools, technologies, and best practices to scale DTC growth efficiently Oversee performance marketing campaigns (paid search, paid social, affiliates, influencers) in partnership with internal teams and agencies Build out the digital growth team as the company scales Ideal Candidate Profile 8-10+ years of experience in DTC eCommerce, ideally in health tech, wellness, fitness, or consumer electronics Proven track record of scaling eComm businesses from early-stage to $50M+ Deep understanding of CRO, funnel optimization, UX/UI, and performance media Analytical thinker with strong command of data, A/B testing, and attribution Comfortable in scrappy, high-growth environments with a focus on execution Experience managing cross-functional teams and third-party partners Passionate about sleep, health, and using technology to improve lives

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

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.

Are you an experienced leader looking to have a direct impact on strategic initiatives for a growing, nationally recognized community bank? Ballston Spa National Bank (BSNB) is looking to hire a dynamic and experienced Chief Operating Officer to lead and direct operational units including Customer Support Operations, Commercial and Residential Loan Servicing, Risk Management, and Facilities. The COO has overall responsibility to ensure BSNB's execution of its strategic plan by managing assigned operational areas inclusive of personnel, policies, and regulatory compliance. This position has a key role in developing strategic initiatives. CHIEF OPERATING OFFICER - As a member of the senior leadership team with a with a minimum of 10 years of progressive experience in bank operations, you will: Leverage relationships with other Senior Leaders and lines of business managers to ensure superior omnichannel customer experience for all bank customers. Manage complex technical and business activities that have high operational, reputational, and financial risk in various areas of bank operations. Drive innovation and enhance the Bank's fintech offerings to meet evolving customer needs and market trends. Establish the strategic direction, oversight, and performance of loan servicing for residential, consumer, and commercial loans. Develop, implement, and maintain the Bank's Enterprise Risk Management framework and program. Develop, implement, and maintain a comprehensive Compliance monitoring and testing program. Participate in Compliance Committee meetings and work with Compliance Officer in oversight of Compliance Summary reports to the Board to ensure adherence to banking laws and regulations. Lead strategic planning, operations, and maintenance of the bank's physical infrastructure, ensuring regulatory compliance and efficient alignment with business goals. QUALIFICATIONS FOR THE CHIEF OPERATING OFFICER Ten years of progressive experience in banking operations required, inclusive of leading teams, implementing strategic initiatives, and meeting regulatory requirements. Demonstrated leadership ability required as evidenced by the ability to solve problems, plan, organize and direct activities of others; and the ability to function as an agent for change. Demonstrated management ability in the following required: bank operations, enterprise risk management, loan servicing, facilities management. Knowledge of state and federal banking regulations is key in this position. Excellent written and oral communication skills. Strong leadership skills with demonstrated ability in strategic planning and execution. Prior experience leading a multi-department bank team. This position earns competitive pay coupled with an incentive plan. We also offer great benefits, including medical, dental, vision, a 401(k) plan with a company match, a pension plan, eleven paid holidays, generous paid time off (PTO), company-paid life insurance, voluntary insurances, and more. ABOUT BALLSTON SPA NATIONAL BANK (BSNB) Established in 1838, we are proud to provide financial solutions to businesses, individuals and families located in the greater Capital Region and beyond. Thirteen full-service banking offices coupled with digital banking services provide products and services geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority. BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration.

The working hours for this role in the will be 3pm - 1am EST 4 days per week (Sunday-Wednesday) In this role you will focus on researching potential cybersecurity threats to various systems, technologies, operations, and programs throughout multiple environments. You will perform analysis based on this research to determine the risk to the organization and take appropriate actions based upon that analysis. Responsibilities include rapidly responding to potential incidents and events to minimize risk exposure and ensure the confidentiality, integrity, and availability of assets and business processes. Additionally, you will proactively monitor internal and external-facing environments, seek opportunities to strengthen and automate detection and remediation capabilities, reduce response times for incidents, and produce analyses of cybersecurity events that include perspectives on the behavior of adversaries. Major Responsibilities Perform cybersecurity threat detection, assessment, and mitigation efforts as part of a 24/7 global team Investigate potential cybersecurity events across multiple environments using various tools and techniques Conduct analysis of artifacts to determine methods of intrusion and best course of resolution while driving security improvement Support the development of information security policies, standards, and procedures Support inquiries from compliance teams such as IT risk management and internal and external auditors to ensure documentation is complete and processes are in compliance with information security policies Create reports analyzing activities or trends both within and outside of the organization Support the development of security operations detections, playbooks, and automations to ensure threat detection, monitoring, response, and forensics activities align with best practices, minimize gaps in detection and response, and provide comprehensive mitigation of threats Review internal logs and alerts to identify potential cybersecurity events. Triage cases based on output from automated alerts, and determine when to escalate to other teams Monitor external service provider activity to detect potential cybersecurity events Analyze security data from all systems in real time to spot and thwart potential threats, attacks, and other violations Lead projects to increase the firm's security posture Analyze compromised systems and remediate to a clean state Perform breach indicator assessments to investigate network traffic for malicious activity Perform threat hunting across the environment to attempt to detect any adversary activity Support incident resposne activities across MUFG's global network Assist in the production of various reports which identify and analyze relevant upcoming and ongoing threats to the enterprise Research evolving threats, techniques, tools, and vulnerabilities in support of information security efforts Stay current with information security program developments, industry frameworks, changes in the company, industry trends, and current security practices Support inquiries from compliance teams such as IT risk management and internal and external auditors to ensure documentation is complete and processes are in compliance with information security policies Qualifications Bachelor's degree in Information Technology, Cyber Security, Computer Science, or related discipline or equivalent work experience 5 + years of experience working in the Cybersecurity Operations or Information Security Relevant technical and industry certifications, such as CISSP, ISSMP, GCIA, CISM, CEH, GCFA, GCFE, GCIH, or GSEC are preferred Experience in one or more security domains including Security Governance and Oversight, Security Risk Management, Network Security, Threat and Vulnerability Management, or Incident Response and Forensics preferred Experience with information security risk management, including information security audits, reviews, and risk assessments Desired Skills Experience with security data collection, analysis and correlation Well-developed analytic, qualitative, and quantitative reasoning skills Demonstrated creative problem-solving abilities Security event monitoring, investigation, and overall incident response process Strong time management skills to balance multiple activities and lead junior analysts as needed Understanding of offensive security to include common attack methods Understanding of how to pivot across multiple datasets to correlate artifacts for a single security event A diverse skill base in both product security and information security including organizational structure and administration practices, system development and maintenance procedures, system software and hardware security controls, access controls, computer operations, physical and environmental controls, and backup and recovery procedures. Detailed knowledge and experience in security and regulatory frameworks (ISO 27001, NIST 800 series, FFIEC, SOC2, FedRAMP, STAR, etc.) Ability to guide and mentor junior analysts in investigations Understanding of enterprise detection and response technologies and processes (advanced threat detection tools, intrusion detection/prevention systems, network packet analysis, endpoint detection and response, firewalls, Anti malware/anti-virus, Security Information and Event Management tools, etc.) Experienced with Endpoint Detection & Response, email security, web application firewall, an cloud security tooling. Ability to perform risk analysis utilizing logs and other information compiled from various sources Understanding of network protocols, operating systems (Windows, Unix, Linux, MacOS, databases), and mobile device security Knowledge of the various types of cyber-attacks and their implementations A fundamental understanding of enterprise cybersecurity frameworks such as MITRE ATT&CK and Cyber Kill Chain Ability to document and explain technical details in a concise, understandable manner Experience in operational processes such as security monitoring, data correlation, troubleshooting, security operations, etc. The typical base pay range for this role is between $104K - $131K 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

Integrity Bank & Trust is an employee-owned community bank, dedicated to the Colorado Springs area. Integrity Bank & Trust's goal is to provide a bank you're proud to call your own, with a focus on sound lending standards, competitive deposit rates, advanced digital offerings, and the highest ethical standard of bank service. One of the greatest benefits of being a true local bank is that we really get to know our customers. At Integrity, we get excited about building relationships - after all, that's what really matters. Position Overview Reporting to the Chief Executive Officer (CEO), the Chief Operations Officer (COO) is responsible for implementing company strategies into daily operations to meet the strategic objectives of Integrity Bank & Trust (IBT). This position will have direct oversight of retail & business banking, compliance, and bank operations, and will work to translate strategy into actionable steps within each of those business areas. Role & Responsibilities Working with the CEO and the Executive Leadership Team, establishes, implements, and communicates the strategic direction of the bank operations division. Collaborates with executive leadership to develop and meet company goals while supplying expertise and guidance on operations projects and systems. Provide strategic recommendations and guidance on product offerings. Specifically, this position is involved in shaping company strategy as it relates to AI and Digital Assets/Stablecoin/Web3.0. Collaborates with other divisions and departments to carry out IBT's goals and objectives. Identifies, recommends, and implements new processes, technologies, and systems to improve and streamline organizational processes and use of resources and materials. Works with the VP of Retail and Business Banking to establish and achieve deposit gathering goals for retail staff and branches. Ensures that departmental decisions and project plans align with the IBT's business plan and vision. Establishes, communicates, and implements operations-related policies, practices, standards, and security measures to ensure effective and consistent support and execution. Establishes and administers the budget for departments the COO oversees. Presents periodic performance reports and metrics to the CEO, Executive Leadership Team, and the Board of Directors. Maintain knowledge of emerging technologies and trends in banking operations management. Identifies training needs within assigned oversight and ensures proper training is developed and provided. Embody a culture-first mentality by supporting IBT's Code of Culture through demonstrating company Core Values, considering how decisions made will affect company culture, and work to ensure teams are operating in alignment with the Code of Culture. Responsible for the coaching and development of direct reports and their teams, including holding team members accountable for their areas of oversight to ensure minimal loss to IBT and its customers. Ensure banking compliance and regulatory requirements are adhered to at all times. Performs other duties as assigned. Qualifications Bachelor's degree in finance, business administration, related field, or equivalent Minimum of 10 years of direct experience in leading and growing teams to accomplish company objectives. Ability to motivate, organize, and respond to employees of many different areas of expertise Excellent business and budget-planning skills Strong organizational and time-management skills Ability to manage change and serve as an effective change agent Excellent verbal and written communication skills Excellent interpersonal and relationship-building skills Ability to work as an independent contributor and as part of a team Excellent analytical and planning skills Base Salary is $110,000 - 160,000 / year + bonus opportunity

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.

Meet ACQ: At Acquisition.com, we're a team of entrepreneurs on a mission to make real business education available to everyone. There are 34 million small and medium businesses in the United States. They're the backbone of the economy, but many will never reach their full potential because the education available to them is outdated, impractical, and built for classrooms instead of companies. We're fixing that by giving founders and business owners the tools, knowledge, and support they need to grow. The proof is in our results: Built an Advisory Practice that's already served more than 3,500 clients in its first year Broke the world record for non-fiction book sales in 24 hours with $100M Money Models Scaled to nine figures in 18 months without any outside capital We believe in high standards, hard work, and helping others win. If that resonates, you'll feel at home here. Role: The Director of Business Strategy is a builder at heart - someone who has taken small businesses or startups from messy, ambiguous beginnings to real, sustainable scale. You've either done it from the inside as an operator or alongside founders as a consultant, advisor, or agency lead. In this role, you'll work directly with founders to figure out what's really holding their business back - and what to do about it. You'll come into each workshop with a clear hypothesis, pressure-test it live with the client, and walk away with a focused game plan to grow their business. You'll also help turn those insights into repeatable frameworks and tools we can use across our portfolio and clientele. Here's what you'll actually do: Apply our framework to break down businesses quickly and clearly. Review pre-work to identify key constraints and potential action steps. Lead consulting sessions at live workshops with real businesses in real time. Build and maintain relationships with client companies throughout their journey with us. Work with our internal team to turn your learnings into assets that scale (playbooks, templates, etc.). To win in this role, you need real business acumen, strong pattern recognition, and the ability to think on your feet. You should genuinely enjoy working with people, teaching, and solving problems with them - not for them. Why This Role Matters (for You): If you're hungry to grow - this is your shot. You'll get exposed to dozens of real businesses, real problems, and real founders. That means your skill set grows exponentially faster than it would inside a single company. You'll also build a killer network and get a front-row seat to what's working (and what's not) across industries. More importantly you'll get to help good entrepreneurs become great. And if you're someone who finds meaning in that kind of work, you'll love this role. If you're not ready for a fast paced entrepreneurial environment, this isn't the role for you. Responsibilities Develop a rapid growth strategy for attending businesses-identifying constraints, determining solutions, and breaking those solutions down into tactical steps Lead roundtable discussions with groups of attending businesses, including ‘spotlighting' businesses for live problem-solving Present solutions, frameworks, and playbooks during our workshops to guests and collaborate with the team in the creation and iteration of those assets and our growing knowledge base Maintain professional client relationships, answer questions, and serve as a trusted partner and subject matter expert for workshop participants. Partner with the portfolio team to identify opportunities to improve execution and scalability of workshops Training and coaching other team members on client engagement and asset creation, especially associate team members Serve as a backup presenter when needed for workshop events, ranging from short tactical presentations to MCing the event Results Create and deliver world-class consulting presentations consistently during workshops Deliver an exceptional experience to workshop attendees, in support of our standard of excellence in conducting workshops (our target NPS score for attendees is 85%+) Inspire workshop attendees to attend more Acquisition.com workshops and also refer friends or others to attend (target renewal rate is 80%+) Track impact and results from participating client businesses (target growth rate for attending businesses should be at least $250k per business on average) Uphold company values and culture in all interactions with workshop participants. Requirements Proven track record of elite-level business expertise across strategy, operations, and high-growth execution Ideal candidates have experience in top-tier management consulting or a similarly rigorous role, or a history of entrepreneurial success in founding, scaling, and ideally exiting a company with 7-9 figure annual revenue Leadership in fast-paced, startup-like environments, driving strategy, team building, and scalable processes Exceptional written and verbal communication skills, especially for a business owner audience Strong influencing ability - capable of quickly understanding and overcoming objections or blockers from workshop attendees High emotional intelligence with a willingness to develop deep interpersonal relationships Strong business acumen with the confidence and knowledge to teach others Demonstrated experience as a creative problem solver with the ability to structure complex issues quickly and with deep proficiency Comfortable with ambiguity and adaptable to a fast-changing environment Demonstrated integrity and dedication to effective, efficient delivery of objectives Self-motivated, detail-oriented, and able to work autonomously Located in or willing to relocate to Las Vegas Workshop Schedule Expectations Our workshop weeks are intentionally high-intensity and fast-paced to drive transformation for our partners. During these weeks, team members are expected to be available from 7:00 AM to 7:00 PM, with additional hours often required to support preparation, execution, and debriefs. This pace is not for everyone - and that's okay. We set this expectation clearly so that only those who thrive in high-accountability, high-impact environments choose to be here. In return, you'll be part of a team that moves fast, solves real business problems, and builds meaningful outcomes. You'll grow rapidly, work alongside exceptional talent, and contribute to work that truly matters. Compensation $173,340 - $260,010 + bonus based on years of experience At Acquisition.com, we offer competitive, salary-based compensation tailored to the role, with performance bonuses based on experience and contribution. Equity is not part of our current compensation structure. We believe in rewarding results and setting clear financial expectations from the start. Relocation Assistance We know that great talent comes from all over, so we're here to help you make the move. For this role, we offer: $10,000 in relocation support Up to three months of temporary housing (capped at $10,000) Benefits We offer a comprehensive, evolving benefits package designed to support your health, family, and wellbeing. Some key offerings: Flexible Unlimited Paid Time Off and Company-wide Holidays Employer sponsored Medical, Dental, & Vision plans $900 annual Employer HSA contribution FSA options including dependent care Employee assistance program and mental health resources Employer match program for 401(k), eligible for both Traditional and Roth accounts $1,200 annual wellness reimbursement through JOON that supports health, family care, pet care, fitness, and more! For local or visiting team members, enjoy access to a state of the art gym at our HQ in Las Vegas Benefits eligibility applies only to full-time roles ACQ Core Values: Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business. Competitive Greatness Be at your best when your best is needed. Enjoyment of a hard challenge. Those who have the drive to constantly improve, the superior intellect and long term commitment to see incremental improvements become compounding returns. Sincere Candor Have the self awareness to accurately perceive and communicate hard truths that improve others and self, the courage to do so, and the humility to accept them, even when it hurts. Nothing great can be built without feedback: internally or externally. Unimpeachable Character Be the type of person with whom people are always proud to associate, personally and professionally. We look for true alignment of thoughts, words, and actions towards a goal worth pursuing.

KLR Executive Search Group is proud to partner with a full-service business law firm to identify a commercially savvy, Chief Operating Officer (COO) to manage daily operations and lead the execution of the firm's growth strategy. This leader will translate strategic goals into scalable systems, policies, and staffing models across multiple offices, ensuring the firm has the infrastructure needed to support continued expansion. The COO will partner closely with practice and department leadership, oversee modernization initiatives, and drive cross-office alignment as the firm continues toward long-term growth targets. Ideal candidates will have experience scaling organizations ($100M+ revenue), ideally within professional services or law firms, and a track record of operational excellence. Ideally, this position will be hybrid and based out of the firm's Boca Raton, FL or Providence, RI offices. Core Responsibilities: Operational Leadership Oversee daily operations across all offices, ensuring seamless coordination, scalability, and alignment with strategic goals. Manage HR functions including recruiting, onboarding, retention, and performance management, while planning future HR initiatives. Partner with department heads to align staffing with strategic priorities and maintain high-performing teams. Direct facilities management, vendor partnerships, and operational logistics, while identifying innovation opportunities to enhance efficiency and collaboration. Technology & Process Innovation Standardize workflows, optimize client intake, and lead initiatives to improve internal coordination and service delivery across all offices. Implement and adopt technology solutions to enhance efficiency, collaboration, and client service, while partnering with CFO/CIO on data integration and performance tracking. Financial Management and Resource Allocation Partner with the CFO and firm leaders to manage budgeting, forecasting, pricing, and profitability, while ensuring strong cash flow and scalable operational planning. Develop and execute staffing and capacity plans, control operational expenditures, and deliver clear financial and performance reporting to senior leadership. Risk and Compliance Support Support the CLO and CCO by aligning operational policies with risk management, monitoring legal and regulatory compliance, and enforcing standards across HR, safety, and administrative functions. Qualifications: Executive operational leadership experience in professional services or law firms, with a track record of scaling organizations ($100M+ revenue). Strong strategic planning and execution abilities, translating firm-wide goals into systems, processes, and staffing that support growth across multiple offices. Expertise in operational oversight, including HR, finance, technology, facilities, vendor management, workflow optimization, and technology integration. Exceptional leadership and communication skills, able to collaborate effectively with attorneys and executives in a fast-paced, growth-oriented environment. The firm has main offices in Boca Raton, FL and Providence, RI, we would be looking for local candidates only or people who are willing to relocate to these areas. The salary range for this position is $190,000 - $350,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.

Being part of the red team provides you with the opportunity to work on the cutting edge of cybersecurity and help drive the improvement of detection capabilities as well as strengthening of defenses to improve our overall security posture. The role also offers you with the opportunity to lead and mentor junior team members and provide guidance on complex projects. Major Responsibilities Developing guidelines for the usage, control, maintenance and audit-readiness of information and computer resources that are used in the distributed processing environment. Analyzing and addressing customer security requirements for all business applications existing on a distributed platform. Assisting in the evaluation, selection, and installation of security software products for distributed platforms. Identifying distributed systems security issues as they arise and coordinating with the security architect to ensure that issues are addressed and resolved in a timely basis. Conduct tactical assessments that require expertise in social engineering, application security (web and mobile), physical methods, lateral movement, threat analysis, internal and external network architecture and a wide array of products Document and formally report testing initiatives, along with remediation recommendations and validation Maintain tools and scripts used in penetration-testing and red team processes Conduct research into real-world threat actor tactics, techniques, and procedures (TTPs) and apply that knowledge to Red Team Exercises Assess new technologies, software applications, and devices for potential avenues of exploitation Develop exploits based on identified vulnerabilities Develop scripts, tools, or methodologies to enhance Red Team processes Work with teammates to consistently learn and share advanced skills and foster team excellence Qualification Bachelor's Degree in Computer Science or related fields; applicable specialized training; or equivalent work experience - equally preferable Certified Information Systems Security Professional (CISSP), Global Information Assurance Certification (GIAC), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Security Manager (CISM), OSCP, OSCE, GWAPT, or other security certifications desired Understanding of one or more compliance frameworks: NIST, FFIEC, GLBA, SOX, PCI, etc. 5-7 year of experience conducting penetration-testing/red team engagements Experience in planning and executing advanced attacks that evade network and endpoint security controls to demonstrate the potential adverse impact caused by a threat actor Experience with implementing red team assessment methods, tools, and techniques Experience identifying and exploiting common web-application vulnerabilities, such as: SQL Injection, DOM Manipulation, Authorization System Bypass, Design Logic issues, bounds checking, role & access validation, and filter evasion. Experience handcrafting/dissecting HTTP conversations Experience in developing, extending, or modifying exploits and offensive security tools (shellcode, implants, reflective loaders, etc.), as well as operational experience exploitation, lateral movement, and persistence on Windows and Linux systems, bypassing preventative and detective endpoint and network security controls, C2 frameworks (Cobalt Strike and Metasploit), using common offensive security tools (nmap, CrackMapExec, Impacket, Responder, etc.) The typical base pay range for this role is between $110K - $135K 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

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

The Investment Principal on the Client CIO team located in New York will oversee multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment. Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios. Key responsibilities include: Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm's Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs. Client-Facing Responsibilities: Investment Principals are key day-to-day contacts for clients, across regular portfolio review meetings and ongoing portfolio dialogue. Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning. Meeting Preparation: Directing the agenda and supporting materials for client update meetings across portfolio, performance and market / macroeconomic topics. Leading meeting discussions and responding to client questions regarding investment strategy. Team Leadership & Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities. Other (Secondary Focus): As with all other members of the Firm, the Investment Principal will take on other activities and projects that contribute to the success of the business. Examples may include: recruiting and training junior members of the team, working with our internal DEI council and business associates, and/or assisting with business development. Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels. Qualifications / Attributes Deep understanding and active passion for investing and markets 8+ years' experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) Strong quantitative skills and detail-orientation Excellent problem-solving and interpersonal skills Ability to thrive in a collaborative working environment High intellectual curiosity and willingness to contribute to the overall success of the business Experience mentoring, training and leading junior team members Benefits Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. New York requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our New York office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in New York is $160,000 - $210,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program. Further information about Partners Capital is available on our website ********************* For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join Curacity: Hotel marketing software that turns media into revenue!! Position: Director of Business Operations Reports to: SVP Business Operations Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday) About Curacity Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT. Position Overview We are seeking an experienced Director of Business Operations to lead our internal initiatives and facilitate continued growth through strategic operations and process management. This role will be instrumental in optimizing our internal processes and technology ecosystem while ensuring seamless integration with our proprietary hospitality technology platform. The ideal candidate will combine deep technical expertise in operational technologies, a proven track record of establishing scalable, resource-efficient processes and strong leadership skills with a passion for the hospitality industry. Key Responsibilities Strategic Leadership Develop and execute comprehensive business operations strategy to improve Efficiency Metrics (time to activation, time to first content, time to payment) by 10% Coordinate with product, tech/engineering, sales, and customer success teams to optimize systems performance and consistency Drive innovation, including AI, in our infrastructure to become more scalable, repeatable, and sophisticated, including process automation. Technical Operations Management Oversee end-to-end ad campaign management including trafficking/account setup, process optimization, troubleshooting and problem resolution and reporting Maintain a mastery of our internal tools and systems, including our CRM, Customer Support/Ticketing systems, project management and internal reporting/analytics platforms Ensure accurate, scalable data processing, reporting and billing processes across all customers Establish and maintain a system of regular process/technology audits to ensure compliance with all internal and external SLAs and customer commitments Proactively identify and implement process and technology improvements to provide outstanding experiences and outcomes for our hospitality customers and distribution/content partners Lead the implementation of new products and services as defined by our leadership team Ensure the timely and satisfactory resolution of any customer issues or escalations as identified by the Sales or Customer Success teams Team Leadership & Development Build and manage a high-performing team including platform ops specialists, data processing personnel and billing analysts Mentor team members on hospitality industry best practices and emerging technologies Foster a culture of continuous improvement and data-driven decision making Client & Revenue Focus Partner with Sales, Product, Distribution, Strategy and Customer Success teams to support new business opportunities and client retention initiatives Develop robust platform operations processes that enhance client experience and drive account growth Create and present performance reports and strategic recommendations to hospitality clients and internal stakeholders Required Qualifications Bachelor's degree in Marketing, Business, Economics, Engineering, or related field 6+ years of experience in digital advertising operations with 3+ years in leadership roles Proven expertise with major CRM and operations platforms (Hubspot, ChurnZero, etc.) Experience with hospitality, travel, or advertising technology preferred Strong understanding of hotel technology space Excellent analytical skills with proficiency in data analysis tools and SQL Outstanding communication and presentation skills with ability to translate technical concepts for non-technical stakeholders Preferred Qualifications Experience scaling operations at high-growth technology companies Knowledge of hospitality industry dynamics, booking funnels, and guest journey optimization Background with hotel PMS systems, booking engines, or hospitality technology platforms Certifications in Google Ad Manager, programmatic platforms, or relevant ad tech tools Experience with privacy regulations (GDPR, CCPA) and their impact on hospitality advertising Why Curacity? You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge adtech, with the opportunity to shape the future of hospitality marketing. What We Offer Equity: Stock options are offered to all full-time employees Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees) Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year PTO: 15 personal days, in addition to 10+ public holiday closure dates Wellness: $100 monthly stipend for health and wellness related activities Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap Equal Opportunity Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states. In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week. What you'll do: Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Leads transnational change in the commercial operational team. Develops and implement sales culture while maintaining service excellence. Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams. Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage. Reviews key reporting results to include process adherence escalations and exceptions. Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience. 2 years of direct-to-consumer sales and service experience. 3 years of management or leadership experience. 2 years of Agency or Broker experience. Understanding of Sales and Underwriting processes/practices. Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities. Experience with Agency Management Systems. Ability to work in dynamic and agile environment. Ability to work in a multi-functional highly collaborative working group. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. What sets you apart: Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up) Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: CFP designation or CFA designation Bachelor's degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

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