Vice President jobs at Bridge Investment Group - 4648 jobs

**About this role** **About Us** BlackRock is a world-class provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors. BlackRock offers a range of solutions - from meticulous fundamental and quantitative active management approaches aimed at increasing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares ETFs. BlackRock's Transition Management team helps institutional clients restructure their investment portfolios, acting as a bridge between their existing and desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver a modern approach to project management, portfolio risk management and trade execution to help clients reduce costs and minimize risk during periods of significant portfolio turnover. We deliver the best of BlackRock's expertise in risk management, trading and technology directly to clients. Our team runs more than 200 transitions a year from offices in London, New York, San Francisco, Tokyo and Hong Kong with a focus on large multi-asset portfolio restructures. We have over 50 transition professionals globally and offer one of the industry's most comprehensive transition management platforms. Our clients include central banks, sovereign wealth funds, public pension plans, corporate retirement plans and other institutional investors. **Role and Responsibilities** We are looking for a portfolio manager to join our US transition management team. The Transition Portfolio Manager is one of two functions that co-own successful implementation of a client transition. Specifically, they are responsible for the investment risk inherent in each transition. From crafting the trade strategy, directly managing each portfolio's exposures and positions, and serving as the client's go-to resource for understanding current market liquidity conditions, active portfolio exposures, and how these factors tie into the transition outcome. You will partner closely with BlackRock's equity, fixed income, and FX traders across all regions and develop expertise in these markets. We provide full service for clients, from account set up to trade execution and performance attribution. As such, this is an outstanding opportunity to gain exposure to every stage of the asset management business. Specifically, you will: + Manage portfolio construction and positioning during live transition assignments. Preparing orders and sending them to our Global Trading team, partnering with them to oversee execution and exposure management. This includes equities, fixed income, currency and futures/forwards. + Develop efficient trading and hedging strategies, with detailed execution plans. + Prepare and present pre-trade analysis reports that clearly explain the proposed strategy and detail the expected transaction costs and risk. + Engage with clients throughout the course of a transition to communicate market conditions, transition progress, and portfolio performance. + Stay abreast of and research the applicability of new sophisticated trading mechanisms, strategies, risk tools and liquidity sources to help evolve our product. **About You** Ideally to be successful in this role, you have: + 5+ years of experience in the Financial Services industry, in portfolio management, trading, transition management, or a related function. + A passion for and strong understanding of: capital markets, financial instruments, portfolio hedging and optimization, and multi asset allocation strategies. + Deep knowledge of transaction cost and portfolio risk analytics. + Excellent interpersonal skills and a track record of teamwork and collaboration including a willingness to develop talent within the team with a mentorship approach. + Ability to multi-task, prioritize contending demands in a fast-paced environment and are driven. + High energy, curiosity, problem solving mentality, and attention to detail. + A strong propensity for technology and an entrepreneurial eye towards innovation in processes and workflows. + Familiarity with a programming language such as Python, or willingness and desire to learn. For San Francisco, CA and New York, NY Only the salary range for this position is USD$155,000.00 - USD$210,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

**About this role** The Global Partners Office (GPO) is a newly formed client business group responsible for helping the BlackRock organization deliver differentiated capital and strategic advice to the world's most sophisticated clients as they look to engage more expansively and creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for a select set of our largest client relationships. GPO complements BlackRock's existing coverage model to strengthen and institutionalize the firm's C-suite connectivity and drive large commercial opportunities at the highest levels of client organizations. Role Description As an integral member of GPO, you will play a central role in deepening BlackRock's firmwide partnership with our most complex and strategically significant clients, including global banks and the world's leading asset owners such as sovereign wealth funds, pensions, and insurers. In this capacity, you will gain direct visibility into the most important strategic, capital, and investment objectives shaping these institutions and help address their most pressing challenges through thoughtful, cross-functional problem solving. The role provides exceptional exposure to senior BlackRock executives, investment teams, and the firm's highest-priority products and capabilities, including many of our most innovative and future-oriented client offerings. You will develop an intricate understanding of the BlackRock ecosystem, working across businesses, regions, and functions to design and execute enterprise solutions that align with the long-term ambitions of our largest clients. You will join a collaborative, inquisitive, and high-performing team, and be positioned for significant growth as you help shape some of the firm's most impactful client partnerships and commercial outcomes. Responsibilities: + Work on a small,globally-orientedteam with extensive day-to-day contact with senior business leaders and stakeholders across BlackRock. + Partner with Executive Sponsorstoidentifycommercialopportunitiesandassign resourcesinthe firm towards those opportunities. + Partner with our external counterparts to drive forwardcommercial priorities. + Organize executive-level partnership summits for assigned clients alongside ourclient coverage teams. + Maintain relationships with key internal stakeholders (e.g.,relationship managers and channel leads) who interact with strategic clients. + Convene and lead impactful account planning sessions in order to share client knowledge andconnectthe enterprise around revenue growth opportunities. + Guide engagement strategies for BlackRock Global Executive Committee (GEC) members with their counterpart executives at GPO client organizations, own the briefingprocessfor these engagements, and provide input on the agenda and talking points. + Help drive strategic C-Suite events and firm-wide initiatives (sometimes on a global scale). + Mentor and support the growth of junior team members, with a clear path to leadership and the opportunity to step into a people management role. + Assistwith broader business management activities and strategic projects. Desired Qualifications: + 6+ years of relevant experience across capital markets, investments, corporate development, advisory or associated fields. + Advanced knowledge and/or experience working withinsurance,banking ororinstitutionalinvestors preferred. + Problem solver with an advisory mindset;ability to act as a trusted partner to clients. + Commitment to excellence andhigh levelof energy to help scale and enhance this strategic function within the firm. + Analytical ability to synthesize information and summarize issueswith robust quantitative skills. + Superb attention to detail and ability to effectively multi-task. + Effective team player, comfortable working across multiple functions,geographiesand stakeholders, with maturity and judgment in dealing with internal clients. + Excellent verbal and written communication skills. + Eagerness to learn and understand all aspects of the business, including reporting, communications, and setting and delivering strategic and tacticalobjectives. For New York, NY Only the salary range for this position is USD$137,500.00 - USD$195,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

**About this role** The Corporate Treasury team is responsible for managing the firm's corporate cash management, capital management, as well as liquidity and FX risk management activities globally. The group also provides financial oversight on regulatory capital requirements and seed capital programs. **Job Description** BlackRock's central treasury is looking for a Vice President with treasury, banking or other corporate finance experiences and a demonstrated ability to learn quickly, drive efficiency and deliver high quality results in a fast-paced and collaborative environment. The VP will be responsible for analytical and operational activities relating to cash flows, financial income, capital management and financing activities, and will contribute to cash management operations and various treasury projects. **Key areas of responsibility** + Oversee and contribute as required to the cash management activities (liquidity, cash flow forecasting, funding, cash investments, bank account management) + Manage the technology infrastructure supporting cash management activities (Treasury system), spearhead technology enhancements and manage implementation projects + Manage and advise on FX hedging activities, market risk hedging activities, quarterly dividends and repatriations, seed and co-investment, cash flow and liquidity modeling, Treasury policies + Support corporate finance transactions, such as commercial paper issuances, bond issuances, credit facilities and share repurchases + Contribute to ad hoc projects, financial analyses and other Treasury activities, such as debt financing, financial projections, and capital management + Support the management of relationships with banks and rating agencies + Prepare presentations to various capital and risk committees, boards, rating agencies + Manage junior staff and coordinate priorities with various Treasury stakeholders + Proactively look for opportunities to optimize and automate Treasury processes and controls, enhance policies, reporting tools and data quality, as well as maintain the operational excellence + Partner with various internal teams on these activities, including Controllers, Tax, Legal, Product Management and Risk Management **Skills / experience requirements** + Bachelor's Degree or higher, preference for Accounting / Finance + Minimum 5-10 years of treasury, controllers, banking or other corporate finance experience, with a track record of strong performance + Prior experience in financial services, finance or banking operations, project management, risk management or capital market activities is desirable + Demonstrable problem-solving, quantitative and analytical skills, with exceptional attention to detail and rigor + Self-starter, quick learner, team player with collegial orientation and desire to take on responsibility + Organized and methodical, ability to multi-task and work under tight deadlines + Ability to clearly articulate and present ideas both in written presentations and orally + Strong accounting skills preferred + Advanced or expert skills in Excel required, VBA coding experience preferred but not required For New York, NY Only the salary range for this position is USD$130,000.00 - USD$173,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Commercial Banker - Multinational Corporations - Vice PresidentJob Information Job Identification 210598528 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 04/14/2025, 02:22 PM Locations 560 Mission St, San Francisco, CA, 94105, US Job Schedule Full time Job Description You are customer focused, passionate about working with and supporting foreign-owned, early -stage multinational companies, enjoy building relationships and bringing in new clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Multinational Corporations (MNC), Middle Market Banking team, you will focus on business development and play a pivotal role in expanding our presence within foreign-owned, early -stage companies. A history of business development experience and a strong network in the early stage ecosystem is key for this role. The MNC Early-Stage team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, you will be a creative and strategic thinker to build community and brand awareness in the local market including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance Serve as mentor and coach to the banking team and lead the region's prospecting activities. This may include cross‑selling of existing clients when appropriate. Lead the new business origination strategy for the local market in close coordination with local business banking teams Identify early stage multinational companies with annual revenues up to $20 M and connect with their key executives (CFO, VP of Finance, etc.) Utilize data‑driven insights to prioritize prospects and tailor customized outreach strategies Leverage COI relationships to enhance outreach efforts and drive new client acquisition Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our broad product capabilities Required Qualifications, Capabilities and Skills 5+ years of business development, commercial banking, or other relevant sales experience Proven track record of sourcing and navigating treasury sales opportunities, ideally in commercial banking Ability to build community and brand awareness in a dynamic market History of planning and executing an events and content strategy Utilize seasoned judgment to offer comprehensive and customized solutions that best meet potential client needs Monitor and research market/industry trends and business outcomes to present relevant and insightful solutions to potential clients Preferred Qualifications, Capabilities and Skills Ability to leverage your network, market knowledge to deliver a top‑notch client and partner experience A deep understanding of JPMorgan Commercial Banking products and services Ability to work collaboratively with our Bankers, Treasury Management Officers, and other key product partners Capable of operating independently and possesses excellent partnership, communication, and marketing skills About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not‑for‑profit organizations. #J-18808-Ljbffr

A leading financial services firm is seeking a seasoned Vice President to join their Investment Banking team in San Francisco. The ideal candidate will have a proven track record in client development and business acumen. Responsibilities include managing relationships with corporate and institutional clients and marketing comprehensive business solutions. This full-time role offers an exciting opportunity to engage with key financial stakeholders. #J-18808-Ljbffr

A leading financial institution in San Francisco is seeking a Commercial Banker to manage and grow client relationships in the fintech and payments sectors. The ideal candidate will have over 5 years of experience in commercial banking, excellent sales management skills, and a strong understanding of fintech and e-commerce. This role offers a dynamic environment with opportunities to lead innovative projects, focusing on customer-centric solutions while effectively managing risks. Competitive compensation and benefits package included. #J-18808-Ljbffr

A leading financial services firm in San Francisco is seeking a skilled Commercial Banker to lead client acquisitions and maintain key relationships in the Emerging Middle Market segment. This role offers the opportunity to work with businesses generating $20 million to $100 million in annual revenues. The ideal candidate will possess strong organizational skills, a customer-centric mindset, and at least five years of experience in lending or credit support. Join us to drive innovation and build strategic partnerships. #J-18808-Ljbffr

A leading financial institution is seeking a Commercial Banker to focus on client acquisition and relationship management primarily within the Emerging Middle Market space. This role involves working independently and collaboratively to provide strategic financial advice to clients, targeting companies with annual revenues of $20 million to $100 million. Ideal candidates will have over five years of relevant experience and a strong ability to connect with executives, while promoting innovation and efficiency in banking services. #J-18808-Ljbffr

California-San Francisco San Francisco, CA 94104, USA Description Summary of the Role The Wealth Consultant drives business development for Calamos Wealth Management by cultivating strategic relationships with custodial partners and converting referrals into new clients. This role focuses on generating revenue growth through custodial referral programs, particularly Fidelity, while building relationships with referral partners, prospects, and internal Wealth Advisors. The position requires coordinating branch meetings, managing the prospect conversion process, and partnering with investment professionals and onboarding teams to ensure seamless client experiences from initial referral through conversion. This position requires regular travel throughout the assigned territory, with preference for candidates based in or with strong ties to the Chicago, Miami, or Atlanta markets. The ideal candidate is highly energetic, business development-focused, an exceptional listener, growth-oriented, and possesses a strong collaborative mindset. Primary Responsibilities Manage all sales activities within assigned geographic territory to exceed revenue objectives. Develop annual business plans and regional strategies to maximize client acquisition and retention. Partner with CWM leadership on joint sales calls, proposal development, presentations, and pricing consultation. Generate new business through prospecting, lead generation, and client conversion within custodial referral programs. Travel regionally to conduct meetings, present CWM solutions and services, and communicate value propositions to referral partner representatives. Deliver regular presentations of CWM services to referral partner associates at their offices and regional events. Differentiate CWM from competitors by highlighting commitment to value-added wealth management performance and exceptional client service. Present investment strategies and wealth management solutions to prospective clients and referral partner associates, ensuring clear communication of benefits and outcomes. Cultivate community relationships and centers of influence to generate leads, facilitate introductions, and drive business development beyond referral programs. Preferred Qualifications Bachelor's degree required. Based in or willing to relocate to the San Francisco metropolitan area, or demonstrated ability to effectively cover these markets through established relationships and regular travel. 8+ years financial services experience required; 4+ years intermediary sales/external wholesaling experience preferred. Series 65 and CFP designations required. Proven history selling financial products and solutions to new and existing clients. Experience collaborating across organizational levels, particularly with executive decision-makers. Demonstrated expertise in sales cycle management and process facilitation. Strong problem‑solving, negotiation, and persuasive communication abilities. Excellent written communication skills with ability to adapt messaging for diverse audiences. Effective presentation skills for both individual and group settings in formal and informal environments. Proficiency in CRM systems with ability to demonstrate and document robust sales pipeline. Proven ability to build and maintain professional relationships with clients, prospects, and internal/community contacts. Compensation Disclosure The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $150,000 - $200,000. Additionally, this position is eligible for an annual discretionary bonus and this position may be eligible for quarterly discretionary bonus payments. Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future. Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long‑term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

A leading financial services provider in Massachusetts seeks a Vice President in Investment Banking to lead deal execution and manage transactions. The role involves cultivating client relationships, overseeing junior talent, and ensuring timely completion of complex financial processes. Candidates should possess strong deal execution experience, leadership abilities, and excellent communication skills. This position offers a competitive salary range between $206,250 and $275,000, with benefits that emphasize well-being and employee impact. #J-18808-Ljbffr

A leading financial institution is seeking a Vice President to join its Resolution Stress Testing team in New York. In this role, you'll develop the modeling strategy for markets businesses and work closely with various lines of business. You will lead the modeling efforts, engage with senior management, and enhance compliance with regulatory challenges. Candidates should have over 7 years of experience in model development and strong analytical skills. Ability to communicate effectively with stakeholders is essential. #J-18808-Ljbffr

A leading financial services firm is seeking an experienced Experience Design Lead to shape the future of employee experiences with innovative digital solutions. This role involves designing and delivering UX services that cater to employee needs while collaborating across cross-functional teams. Ideal candidates will possess strong UX/UI design expertise, an understanding of inclusive design, and exceptional mentoring abilities. They will also need to lead by example and contribute to the overall maturity of the design practice in a dynamic environment. #J-18808-Ljbffr

Shape the future of JPMC Employee Experiences with digital solutions that solve key business problems & deliver best-in‑class user experiences. As an Experience Design Lead in Employee Experience Design, you will play a pivotal role in shaping the Employee Experience across JPMC. You will lead strategically important initiatives and develop new solutions that anticipate employee needs, solve for business challenges and raise the collective maturity of our design practice. As a senior individual contributor, you'll exemplify cross‑functional team collaboration, guide and mentor junior designers, and foster a culture of inclusivity and accessibility. Your expertise in experience strategy and inclusive design will ensure that our offerings are not only visually appealing but also accessible and user‑friendly, enhancing the overall experience. In this role, you'll be responsible for leading the design and delivery of digital and service experiences for JPMC's employees across the globe for products, platforms, and technology supported by our HR function. You'll be involved in every step of the process - defining product and features, presenting to executives and stakeholders, and delivering concepts, prototypes and detailed design. You'll do this seamlessly by exemplifying great collaboration across disciplines (product, engineering, accessibility, and research) modeling a growth mindset, and being a team player to peers and partners. The launch of these net new digital experiences will enable JPMC to attract, hire and develop top talent, deepen career satisfaction, and equip employees with modern smart tools that make their day‑to‑day work more efficient. Job responsibilities Define service flows and product features; Create wireframes, prototype interactions, and detailed design for key touchpoints as you lead end‑to‑end design initiatives. Collaborate with cross‑functional teams to integrate user experience design into the product development processes and ensure seamless and customer‑centric solutions. Lead cross‑functional teams to create storyboards and/or service blueprints, support UX Research in identifying pain points and opportunities for improvement, and champion innovation in products and features of moderate complexity. Work directly with stakeholders, product partners, and design peers to integrate customer‑centric decision‑making, inform prioritization, and develop experience‑led metrics to align business goals. Leverage your understanding of market trends, and both qualitative and quantitative research methodologies to interpret insights effectively to influence your design work. Devise product design strategies that help us get from your long‑term vision to what we might be able to deliver today whilst navigating complex tech stacks. Champion consistency and a masterful degree of UI/Visual Design craft across the team to ensure the quality of delivery pushes our collective standards higher. Present your work to senior leadership (Exec/C‑Suite level) on a regular basis knowing how to tailor your narrative appropriately for different audiences while always keeping the user at the center of your story and rationale. Contribute, champion, and help create standards and patterns that will feature in our Employee Experience Design System using your wealth of experience and knowledge of modern design systems. Coach and mentor other designers to help us collectively raise the maturity and standard of the Product Design craft whilst fostering a culture of diversity and inclusion. Partner with our research team to scope and synthesize qualitative research, data analysis, and usability testing to inform discovery work, future‑state blueprinting, service visions, and new product development. Required qualifications, capabilities, and skills 5+ years of experience or equivalent expertise in UX/UI/Product design or similar roles. A proven track record of creating exceptional, world‑class digital experiences (through low‑to‑high‑fidelity design work) that have helped drive success of your business forward and improve the overall maturity of the design practice around you. Demonstrated experience in inclusive design and accessibility guidelines, with the ability to incorporate diverse perspectives and abilities into design solutions. Cross‑channel (mobile, web, responsive) design experience required with advanced understanding of guidelines, patterns and frameworks, so you can communicate with engineers to ensure designs are properly implemented. Have a well‑trained eye for great visual design execution. You care about getting things right - one pixel off is a big deal to you and the rest of the team. Are well versed at working with neighboring design disciplines such as content design, service design, and user research to help achieve the best outcomes. You have led and/or contributed to the creation and maintenance of leading design systems. You are able to create design strategies that help our teams get from long‑term visions to improvements we can make to the employee experience today (think now, next, later). Are fantastic at communicating your thinking and design decisions - you're able to get people along on the journey with you. You have mentored and contributed to up‑skilling other designers around you. You are highly proficient in Figma and other Design tools. You use this experience to raise the bar of how the wider team uses these tools going forward. Preferred qualifications, capabilities, and skills Has a strong portfolio showcasing case studies with tight narratives that demonstrate an ability to address business challenges through delivery and launch. Experience working within complex omni‑channel ecosystems that are supported by multiple platforms. Excellent agile planning skills; high accuracy in estimating tasks across teams. Experience in a highly regulated environment is a plus. #J-18808-Ljbffr

A global banking institution based in New York is seeking a skilled Vice President to lead strategic initiatives on their Wholesale Lending FERC Transformation Team. This role focuses on enhancing data integrity and implementing solutions to meet regulatory reporting standards. Candidates should possess over 6 years in financial control with advanced expertise in data management, analytics tools, and project management. Excellent communication and relationship-building skills are essential. This is an opportunity to make a significant impact within the organization. #J-18808-Ljbffr

A leading global financial services firm located in New York is seeking a Vice President for Banking Analytics Liquidity. Responsibilities include supporting liquidity analytics, developing models for liquidity stress testing, and providing insights for regulatory compliance. Candidates must have a bachelor's degree in Finance or related fields, along with 6+ years of experience in financial services. Strong analytical, communication, and organizational skills are essential, along with proficiency in Excel and Python. #J-18808-Ljbffr

A leading global financial institution is seeking a Vice President in Alternative Fund Services to lead a Fund Accounting team. You will drive excellence in operations and be pivotal in our initiatives involving a diverse client base. The ideal candidate will have over 10 years of accounting experience, comprehensive knowledge of hedge/private equity environments, and a strategic mindset. This role offers a dynamic environment where your leadership will significantly impact our client's success and business growth. #J-18808-Ljbffr

A leading financial institution is looking for a Commercial Banker specializing in Healthcare, Higher Education & Non-Profit sectors in Boston. This role involves managing client relationships, mentoring junior team members, and understanding industry trends. Candidates should have 5+ years of experience in direct lending and be proficient in commercial banking products. A bachelor's degree is preferred. The role offers competitive compensation and benefits, including health care coverage, retirement savings, and tuition reimbursement. #J-18808-Ljbffr

A leading financial services provider in Massachusetts is seeking a Vice President for its Consumer & Retail Investment Banking team. This key leadership position involves leading transaction execution across M&A and capital markets, managing relationships with clients, and mentoring junior staff. Ideal candidates will have at least 7 years of investment banking experience and strong skills in execution, leadership, and client management. Competitive salary and comprehensive benefits are offered. #J-18808-Ljbffr

Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témoins utilisés et pour consulter vos préférences, veuillez vérifier les paramètres de votre navigateur ou sélectionner Accepter pour consentir à l'utilisation des témoins.Avertissement : Pour les visiteurs de l'Union européenne et du Royaume-Uni, seuls les témoins strictement nécessaires sont utilisés sur ce site. Ces témoins sont nécessaires au bon fonctionnement du site Web et ne peuvent pas être désactivés. Ils sont généralement mis en place uniquement en réponse à des actions que vous effectuez et qui équivalent à une demande de services, comme configurer vos préférences en matière de confidentialité, ouvrir une session ou remplir des formulaires. Vous pouvez configurer votre navigateur pour qu'il bloque ces témoins; toutefois, certaines sections du site ne fonctionneront pas. Ces témoins n'enregistrent pas de renseignements personnels permettant l'identification.**Work Location**:San Francisco, Californie, États-Unis d'Amérique**Hours:**40**Line of Business:**Valeurs Mobilières TD**Pay Detail:**$250,000 - $275,000 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.**Job Description:**The VP Investment Banking TDS provides professional level of expertise as part of a client team and liaises with clients at various levels and helps execute on transactions.**Depth & Scope:*** Develops transaction ideas and discusses appropriate context with senior coverage team members* Develops revenue in all product areas and executes transactions* Demonstrates relevant market / industry / product knowledge* Structures/delivers high impact presentations* Maintains client relationships and keeps them informed as deals progress* Keeps more senior M&A and coverage officers informed as deals progress/issues arise* Liaises and/or interacts with clients at all levels (CFO, Treasurer, Assistant Treasurer, etc.)* Liaises with clients primarily at CEO and CFO level* Executes on deals, generating or contributing to increases in revenue levels* Directs, trains, and develops team members to enable them to meet challenges department objectives and achieve full potential* Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank* Maintains confidentiality of client information* Accountable for providing expertise and support to senior coverage team members in execution of transactions and deal structure by providing expertise and knowledge of relevant markets/industries/products* Develops recommendations/ideas for transactions and revenue generation, structures/delivers presentations, and manages deals/transactions as they progress/issues arise (escalating and keeping senior coverage officers informed as required)* Liaises and maintains client relationships* Acts as an experienced specialist for an assigned business or portfolio; role requires deep knowledge**Education & Experience:*** Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics* Series 7, 79 and 63* 5-7 Years of related experience**Physical Requirements:**Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%* Domestic Travel - Occasional* International Travel - Never* Performing sedentary work - Continuous* Performing multiple tasks - Continuous* Operating standard office equipment - Continuous* Responding quickly to sounds - Occasional* Sitting - Continuous* Standing - Occasional* Walking - Occasional* Moving safely in confined spaces - Occasional* Lifting/Carrying (under 25 lbs.) - Occasional* Lifting/Carrying (over 25 lbs.) - Never* Squatting - Occasional* Bending - Occasional* Kneeling - Never* Crawling - Never* Climbing - Never* Reaching overhead - Never* Reaching forward - Occasional* Pushing - Never* Pulling - Never* Twisting - Never* Concentrating for long periods of time - Continuous* Applying common sense to deal with problems involving standardized situations - Continuous* Reading, writing and comprehending instructions - Continuous* Adding, subtracting, multiplying and dividing - ContinuousThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.**Who We Are**TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.**Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.**Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of #J-18808-Ljbffr