Assistant Vice President jobs at CardWorks, Inc.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Accountable for auto, property and/or other claims teams to deliver operational business results at scale. Responsible for member service, paying what we owe, controlling expenses, employee engagement, quality, operational risk and compliance across multiple operational areas. Sets operational goals and measures to achieve overall claims targets. Designs and implements claim's strategies supporting enterprise objectives. Collaborates and influences P&C strategies coordinating with peers to affect P&C mission objectives. Responsible for identifying and advancing broad strategic improvements to the operation including efficiency, effectiveness, compliance and regulatory adherence. Sponsors and shapes large transformational efforts across Operational areas. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ or Tampa, FL. Relocation is available for this position. Provides executive leadership and guidance on technical matters and extends settlement authority within their process (or as delegated). Identifies and evaluates internal and external issues of strategic importance to a product line. Demonstrates executive-level thought leadership, strategy development, and financial and operational planning. Leads broad functional Claims and P&C projects and may serve as an executive sponsor for projects. Oversees the development and implementation of functional policies, procedures and guidelines. Identifies opportunities and facilitates major improvements to processes and systems and works with internal partners to accomplish shared accountabilities. Engages with and represents USAA with external partners as appropriate. Works with internal partners to establish appropriate controls within operational area. Responsible for leadership, communication, employee engagement and coordination of business and Enterprise initiatives. Influences and executes claims servicing solutions across process, technology, workforce, third party, and/or analytics in support of P&C product competitiveness Influences and executes operations strategy, plan, goals and objectives in support of Claims Strategy Inspires a high performing team to deliver exceptional experiences to the members, engaged employees and achieve exceptional results. Hires, develops, and coaches claims leaders for results delivery. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive customer service, operational, military or leadership experience to include a minimum of 8 years of demonstrated P&C proficiency and experience. 6 years of people leadership experience in building, managing and/or developing high-performing teams. Experience in developing P&C business solutions to include building a business case, creating influence and delivering results. Executive-level business and technical acumen in the areas of effective claims handling processes, claims risk and compliance, integrated change management and front-line communications leading to operational excellence. Proven ability to influence leaders across multiple disciplines and executive levels. Demonstrated ability to develop and convert strategic vision into a tactical plan and execute on that plan. Strong knowledge and applied compliance with Department of Insurance, Fair Claims Practices and Federal regulations governing claims handling. Experience using data insights and making recommendations decision-makers. What sets you apart: Accomplished leader with expertise building a large contact center Advanced technology skills using AI or IVR technology in a contact center environment Experience building, developing, and growing teams through transformation and modernization Strategic leadership skills focused on modernization Experience utilizing data and insights to understand staffing requirements, productivity and workload standards What we offer:Compensation: The salary range for this position is: $195,230 - $351,410. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About the Role We seek strong people managers, or "team leads", to oversee a team of client-facing reporting analysts and associates. You will be responsible for coaching your team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis. You must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical. Responsibilities * Financial reporting and data aggregation tools: * Analyze and explain portfolio performance results. * Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. * Analyze private equity and hedge fund statements for input into system. * Work with clients and partners to resolve data issues. * Develop and strengthen client relationships through client on-boarding, client account setup and training, day-to-day support, and issue management. * Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues. * Work amongst other Team Leads and Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. * Establish operational effectiveness through the development and adoption of policies, procedures, and controls. Qualifications * 7+ Years of experience in a related field * Able to manage a team of reporting professionals, provide feedback, coach their development, escalate employee issues * Able to develop and maintain excellent, effective client relationships * Strong understanding of financial instruments * Able to think critically through complex performance management reporting issues and best practices * Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines * Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities * Comfortable with technology, software tools and applications and learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming Benefits The base salary range for this role is $85,000 - $100,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Who we are: At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States. Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it! How You Will Support The Team: The VP, Consumer Lending Operations is responsible for the successful management of the Bank's consumer lending operations, particularly the daily processes and activities for both the Recreational ("Rec") and Home Improvement ("HI") Lending teams. Accountable for ensuring appropriate staffing levels and coaching subordinates to meet the goals and objectives of the Rec and HI lending teams. Responsibilities include overseeing lending workflow, product configuration and delivery, and championing operational excellence across both lending lines. What We Are Looking For: * Lead and manage all loan officers, processors, and funders within the Rec and HI Lending departments, providing both direct and indirect supervision. * Hire talented candidates and encourage a consistently performance-oriented team environment. Meet regularly and interact productively with all lending employees to accomplish goals and objectives. * Perform critical assessments of all processes and challenge the status quo by seeking new opportunities to improve operational efficiencies, reduce errors, leverage automation, and ensure optimal performance. * Lead coordination between internal departments and external vendors to find and implement new platforms and upgrade current systems. * Cultivate a work environment of excellence by delivering high-quality solutions and unmatched customer service levels at every touchpoint. * Establish and communicate long-term operational vision and shorter-term goals to deliver an exceptional customer experience aligned with organizational objectives. * Provide shared oversight of Rec and HI Lending projects and initiatives. Recommend changes to processes and policies based on business needs, * Drive the development of a forward-looking consumer lending strategy by collaborating with senior leadership ensuring alignment with Bank's annual growth and innovation objectives. * Thoroughly understand credit underwriting and origination policies and procedures. Participate in drafting, updating, and following the approved policies and procedures associated with Rec and HI Lending. * Collaborate with other departments and regulators to ensure compliance and operational integrity. * Provide routine updates to management on team performance and lending operations initiatives, including identifying weaknesses, appropriate analysis of historical loan production, and other key metrics. * Perform additional duties as assigned to support departmental and organizational success. You would be a GREAT fit with these skills: * Excellent written, verbal communication, with the ability to influence and engage across all levels. * Will interact with senior management, many departments in the Bank, and outside professionals. * Self-motivated and hard-working. Must be able to handle multiple priorities simultaneously with accuracy and function in a fast-paced environment. * Strong Microsoft Office skills, particularly Excel, Adobe Pro and cloud-based collaboration tools. * Demonstrated leadership capabilities with a focus on team development and strategic execution. * Sound judgement and decision-making skills, with the ability to communicate decisions clearly and effectively. Preferred Level of Experience: * Extensive experience (7+ years) in consumer lending and banking operations. Preferably in an indirect lending environment. * Skilled in leading teams, with a strong background in staff supervision, management, and oversight of day-to-day lending operations. * College degree preferred. May be substituted with at least 7+ years of related experience or the equivalent combination of education training and experience which provides the required knowledge, skills, and abilities. What's in it for YOU? * Comprehensive benefits including medical, dental, vision, disability, and life insurance * 401K with a company match * PTO including 11 paid holidays, vacation time and sick time * Financial Wellness Program * Volunteer Opportunities * Awesome company culture and co-workers who love to work here! * Work Life Balance - We don't use that term lightly! * Company Wide Open Door Policy Please note that if selected, you are required to pass a pre-employment background check and maintain a clear background.

Job DescriptionSalary: Competitive and DOE Who we are: At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States.Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it! How You Will Support The Team: The VP, Consumer Lending Operations is responsible for the successful management of the Banks consumer lending operations, particularly the daily processes and activities for both the Recreational (Rec) and Home Improvement (HI) Lending teams. Accountable for ensuring appropriate staffing levels and coaching subordinates to meet the goals and objectives of the Rec and HI lending teams. Responsibilities include overseeing lending workflow, product configuration and delivery, and championing operational excellence across both lending lines. What We Are Looking For: Lead and manage all loan officers, processors, and funders within the Rec and HI Lending departments, providing both direct and indirect supervision. Hire talented candidates and encourage a consistently performance-oriented team environment. Meet regularly and interact productively with all lending employees to accomplish goals and objectives. Perform critical assessments of all processes and challenge the status quo by seeking new opportunities to improve operational efficiencies, reduce errors, leverage automation, and ensure optimal performance. Lead coordination between internal departments and external vendors to find and implement new platforms and upgrade current systems. Cultivate a work environment of excellence by delivering high-quality solutions and unmatched customer service levels at every touchpoint. Establish and communicate long-term operational vision and shorter-term goals to deliver an exceptional customer experience aligned with organizational objectives. Provide shared oversight of Rec and HI Lending projects and initiatives. Recommend changes to processes and policies based on business needs, Drive the development of a forward-looking consumer lending strategy by collaborating with senior leadership ensuring alignment with Banks annual growth and innovation objectives. Thoroughly understand credit underwriting and origination policies and procedures. Participate in drafting, updating, and following the approved policies and procedures associated with Rec and HI Lending. Collaborate with other departments and regulators to ensure compliance and operational integrity. Provide routine updates to management on team performance and lending operations initiatives, including identifying weaknesses, appropriate analysis of historical loan production, and other key metrics. Perform additional duties as assigned to support departmental and organizational success. You would be a GREAT fit with these skills: Excellent written, verbal communication, with the ability to influence and engage across all levels. Will interact with senior management, many departments in the Bank, and outside professionals. Self-motivated and hard-working. Must be able to handle multiple priorities simultaneously with accuracy and function in a fast-paced environment. Strong Microsoft Office skills, particularly Excel, Adobe Pro and cloud-based collaboration tools. Demonstrated leadership capabilities with a focus on team development and strategic execution. Sound judgement and decision-making skills, with the ability to communicate decisions clearly and effectively. Preferred Level of Experience: Extensive experience (7+ years) in consumer lending and banking operations. Preferably in an indirect lending environment. Skilled in leading teams, with a strong background in staff supervision, management, and oversight of day-to-day lending operations. College degree preferred. May be substituted with at least 7+ years of related experience or the equivalent combination of education training and experience which provides the required knowledge, skills, and abilities. Whats in it for YOU? Comprehensive benefits including medical, dental, vision, disability, and life insurance 401K with a company match PTO including 11 paid holidays, vacation time and sick time Financial Wellness Program Volunteer Opportunities Awesome company culture and co-workers who love to work here! Work Life Balance We dont use that term lightly! Company Wide Open Door Policy Please note that if selected, you are required to pass a pre-employment background check and maintain a clear background.

Who we are: At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan origination services to fintech partners. We work directly with thousands of dealers, contractors and financial service providers serving their customers throughout the United States. Medallion Bank is a small company with a big impact. We recognize our employees as our greatest asset and have a culture to prove it! How You Will Support The Team: The VP, Consumer Lending Operations is responsible for the successful management of the Bank's consumer lending operations, particularly the daily processes and activities for both the Recreational (“Rec”) and Home Improvement (“HI”) Lending teams. Accountable for ensuring appropriate staffing levels and coaching subordinates to meet the goals and objectives of the Rec and HI lending teams. Responsibilities include overseeing lending workflow, product configuration and delivery, and championing operational excellence across both lending lines. What We Are Looking For: Lead and manage all loan officers, processors, and funders within the Rec and HI Lending departments, providing both direct and indirect supervision. Hire talented candidates and encourage a consistently performance-oriented team environment. Meet regularly and interact productively with all lending employees to accomplish goals and objectives. Perform critical assessments of all processes and challenge the status quo by seeking new opportunities to improve operational efficiencies, reduce errors, leverage automation, and ensure optimal performance. Lead coordination between internal departments and external vendors to find and implement new platforms and upgrade current systems. Cultivate a work environment of excellence by delivering high-quality solutions and unmatched customer service levels at every touchpoint. Establish and communicate long-term operational vision and shorter-term goals to deliver an exceptional customer experience aligned with organizational objectives. Provide shared oversight of Rec and HI Lending projects and initiatives. Recommend changes to processes and policies based on business needs, Drive the development of a forward-looking consumer lending strategy by collaborating with senior leadership ensuring alignment with Bank's annual growth and innovation objectives. Thoroughly understand credit underwriting and origination policies and procedures. Participate in drafting, updating, and following the approved policies and procedures associated with Rec and HI Lending. Collaborate with other departments and regulators to ensure compliance and operational integrity. Provide routine updates to management on team performance and lending operations initiatives, including identifying weaknesses, appropriate analysis of historical loan production, and other key metrics. Perform additional duties as assigned to support departmental and organizational success. You would be a GREAT fit with these skills: Excellent written, verbal communication, with the ability to influence and engage across all levels. Will interact with senior management, many departments in the Bank, and outside professionals. Self-motivated and hard-working. Must be able to handle multiple priorities simultaneously with accuracy and function in a fast-paced environment. Strong Microsoft Office skills, particularly Excel, Adobe Pro and cloud-based collaboration tools. Demonstrated leadership capabilities with a focus on team development and strategic execution. Sound judgement and decision-making skills, with the ability to communicate decisions clearly and effectively. Preferred Level of Experience: Extensive experience (7+ years) in consumer lending and banking operations. Preferably in an indirect lending environment. Skilled in leading teams, with a strong background in staff supervision, management, and oversight of day-to-day lending operations. College degree preferred. May be substituted with at least 7+ years of related experience or the equivalent combination of education training and experience which provides the required knowledge, skills, and abilities. What's in it for YOU? Comprehensive benefits including medical, dental, vision, disability, and life insurance 401K with a company match PTO including 11 paid holidays, vacation time and sick time Financial Wellness Program Volunteer Opportunities Awesome company culture and co-workers who love to work here! Work Life Balance - We don't use that term lightly! Company Wide Open Door Policy Please note that if selected, you are required to pass a pre-employment background check and maintain a clear background.

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Solutions Opportunity in Financial Services AVP, Employer Plan Consulting La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time, Exempt Salary: $100,000 - $125,000 plus annual bonus. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************** Summary: The AVP, Employer Plan Consulting plays a pivotal role in driving growth and profitability across the employer retirement plan business. Responsibilities include creating Osaic's retirement-to-wealth strategy, consulting on ERISA and non-ERISA plans, fostering partner relationships, and promoting subscription services. This role also involves leadership of the Employer Plan Consulting team, collaborating with internal/external partners, and driving automation of sales processes. Education Requirements: Bachelor's Degree from accredited university in Finance, Business, Marketing or other related field required. Responsibilities: Create, implement and promote a retirement-to-wealth strategy at Osaic building on the existing Networ(k) program. Candidates should have considerable, demonstrated experience in creating such a strategy. Advise FPs on optimal plan design and provider selection for ERISA and non-ERISA plans. Promote RPAG and other subscription services; onboard and support new RPAG members. Deliver virtual and in-person presentations to promote team resources and the Networ(k) program. Support recruiting efforts by demonstrating team capabilities and articulating Osaic's value proposition. In collaboration with the Osaic Partner Relations team, maintain and deepen relationships with strategic partners through regular meetings and collaborative initiatives. Assist in the facilitation of strategic partner involvement in Osaic events (ConnectED, Retirement Solutions Summit). Keep Employer Plan landing page and partner data current and accessible. Participate in partner due diligence and roundtable events. Manage relationships and contracts with vendors such as ERISApedia, RPAG, Retirement Learning Center/October Three. Promote platforms for prospecting, reporting, and participant support (e.g., BidMoni, RPAG, ERISApedia, Your Money Line). Ensure data accuracy and integration across platforms and recordkeepers. Maintain service levels by actively participating in call queues and monitoring team inboxes. Log interactions in Salesforce and manage advisor scheduling via OnceHub. Generate and analyze reports using Genesys and other internal tools. Collaborate with compliance and supervision teams to streamline documentation and onboarding processes. Lead and grow advisor communities such as GenK and The Networ(k). Guide and run the Employer Plan Council in strategic direction and initiative prioritization. Expand educational offerings including CPFA, CPSP, and (k) RS designations. Support NAPA award nominations and industry recognition efforts. Plan and execute the Employer Plan Summit and sessions at ConnectED, Osaic's national advisor conference. Coordinate partner participation and communicate agendas to stakeholders. Represent Osaic at industry events (NAPA, TRAU, RPAG Conference, Retirement Leadership Forum). Basic Requirements: 7+ years in the securities industry; 3+ years with ERISA and employer retirement plans. FINRA Series 7 license. Strong consultative communication and relationship management skills. Proficiency in financial planning concepts and industry terminology. Ability to manage multiple priorities and work independently. Preferred Requirements: FINRA Series 66 (or 65 and 63) CPFA, NQPC, AIFA Designations Life & Annuity License Current Employees and Contractors Apply Here

Since 1936 PenAir Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we're passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity and they're woven throughout our culture. PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia. Careers Do you have a passion for helping others?Currently, PenAir provides access to 14 convenient locations in Baldwin County, AL and Escambia, Santa Rosa, and Okaloosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too. Join the team. You'll fit right in. Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you? The PenAir difference. Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits. Holistic Amenities: Up to $15K available for continuing education Student Loan Paydown Adoption Assistance Reimbursement Wellness Programs Gym membership reimbursement Formal Career Development Resources Financial Wellness Resources Purchase assistance with computers and fitness equipment. Benefits Package Highlights: Generous PTO Plan-20 days for new hires Paid Maternal & Parental Leave Competitive Retirement Plan Competitive medical, dental & vision plans Company paid Telehealth services. Company paid Short Term Disability And more……….! About the role: The Assistant Vice President, Wealth Management Program Manager, is responsible for the overall leadership, strategy, and success of the credit union's Wealth Management program. This role includes overseeing financial advisors, driving program growth, enhancing member engagement, and ensuring compliance with all regulatory and broker-dealer requirements.The AVP is expected to develop and execute strategies that expand the program's market reach, increase program efficiency, and improve member access to financial planning and investment services. This leader will cultivate a high-performing advisory team, develop referral partnerships, and align the program with the credit union's broader financial services strategy. Major Duties and Responsibilities: Program Leadership & Business Growth: Develop and execute strategies to grow the Wealth Management program. Identify and implement initiatives to expand financial services offerings and enhance member engagement. Build relationships with internal teams to increase awareness and accessibility of wealth management services. Ensure the program operates efficiently and contributes to the credit union's overall success. Advisor Management & Development: Oversee a team of financial advisors, ensuring strong sales performance and adherence to service standards. Recruit, train, and mentor advisors, fostering a high-performance culture. Set and monitor performance benchmarks, providing ongoing coaching and professional development. Implement training programs and business development strategies to improve advisor effectiveness. Member Experience & Business Development: Strengthen referral partnerships within the credit union to drive new business. Develop and participate in marketing and outreach initiatives to increase member awareness of wealth management services. Ensure a member-first approach, emphasizing financial education, personalized service, and fiduciary responsibility. Compliance & Operational Oversight: Ensure adherence to FINRA, SEC, and state regulations, as well as broker-dealer compliance requirements. Implement strong supervisory procedures to mitigate risk and maintain regulatory integrity. Oversee reporting, program audits, and operational processes to ensure compliance and efficiency. Work with compliance teams to ensure program alignment with industry best practices. Performs other job-related duties as assigned. Minimum Qualifications: Experience: Minimum of 7-10 years of experience in wealth management, investment services, or financial advising, with at least 3 years in a leadership or program management role. Strong leadership and business development experience within a financial institution or broker-dealer setting. Education/Certifications/Licenses : A Bachelor's or Graduate degree in Business, Finance, or a related field is required, along with a valid Series 7 license. If registered after October 1, 2018, candidates must also possess a valid and active Securities Industry Essentials (SIE) exam certification. A valid and active Series 66 (or Series 63/65) and a Life and Health Insurance license must be obtained within 60 days of starting the role as a condition of employment. Certified Financial Planner (CFP) preferred but not required. Must maintain all licenses and meet ongoing continuing education requirements. Interpersonal Skills: Demonstrated strong leadership and coaching abilities, with proven experience in managing a team of advisors. Exceptional communication and relationship-building skills, effectively engaging with both internal teams and external partners. The Assistant Vice President (AVP) must exhibit executive presence and the ability to collaborate closely with senior leadership to align the Wealth Management program with the credit union's strategic objectives. Other Skills: Comprehensive knowledge of investment products, financial planning, compliance requirements, finance, and economics is essential. Strong qualitative and quantitative analytical skills are required, with the ability to conduct thorough investment analysis. Proficiency in PC software, including word processing, database management, and spreadsheets, as well as knowledge of security interest computations, is necessary. Must be capable of operating various types of office equipment, such as computers, calculators/ten-key devices, copy machines, and telephones. This role requires travel to branch locations and potential market expansion areas. Active participation in industry events, continuing education, and professional development is expected. This Job Description is not a complete statement of all duties and responsibilities comprising the position.

The Credit Underwriting Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally the Correspondent Mortgage Credit Manager is tasked with overseeing the fast-paced lifecycle of purchasing mortgage loans within the correspondent channel, with a focus on ensuring operational efficiency, adherence to regulatory standards, and achieving high client satisfaction. This role involves timely active management of daily operations, the proactive development and implementation of process improvements, and providing leadership to the operations team. Key responsibilities include managing operational functions such as condition review, purchasing, funding, and post-closing activities. Furthermore, the manager acts as the primary operational liaison for correspondent partners, handling escalations, resolving challenges, and cultivating strong business relationships. A crucial aspect of this role is leading, mentoring, and coaching the operations team, which involves establishing clear performance metrics, monitoring results, and managing performance to uphold accountability. As responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. Responsibilities: Performs oversight of Client Excellence Team within Correspondent channel that supports sellers through the prepurchase review process. Supports the Correspondent Account Executives in their initiatives against volume goals. Responsible for managing Risk and Controls and maintaining quality expectations set forth by the organization. Monitors capacity against established plans and forecasts. Integrates in-depth credit operations knowledge with a solid knowledge of industry standards and practices. Uses sound judgment to complete more complex credit transaction reviews. Performs analysis of credit and investor delivery quality on mortgage transactions. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: 5-8 years previous Mortgage Credit Analysis experience required. Extensive mortgage industry knowledge related to credit worthiness, regulatory requirements and agency guidelines is required. Knowledge of mortgage documentation including closing and post-closing documents. Correspondent Lending experience preferred. Working knowledge of reporting and presentation skills is a plus. Education: Bachelor's/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Risk Management ------------------------------------------------------ Job Family: Credit Risk ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Jacksonville Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $87,280.00 - $130,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 20, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Credit Underwriting Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally the Correspondent Mortgage Credit Manager is tasked with overseeing the fast-paced lifecycle of purchasing mortgage loans within the correspondent channel, with a focus on ensuring operational efficiency, adherence to regulatory standards, and achieving high client satisfaction. This role involves timely active management of daily operations, the proactive development and implementation of process improvements, and providing leadership to the operations team. Key responsibilities include managing operational functions such as condition review, purchasing, funding, and post-closing activities. Furthermore, the manager acts as the primary operational liaison for correspondent partners, handling escalations, resolving challenges, and cultivating strong business relationships. A crucial aspect of this role is leading, mentoring, and coaching the operations team, which involves establishing clear performance metrics, monitoring results, and managing performance to uphold accountability. As responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. **Responsibilities:** + Performs oversight of Client Excellence Team within Correspondent channel that supports sellers through the prepurchase review process. + Supports the Correspondent Account Executives in their initiatives against volume goals. + Responsible for managing Risk and Controls and maintaining quality expectations set forth by the organization. + Monitors capacity against established plans and forecasts. + Integrates in-depth credit operations knowledge with a solid knowledge of industry standards and practices. + Uses sound judgment to complete more complex credit transaction reviews. + Performs analysis of credit and investor delivery quality on mortgage transactions. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 5-8 years previous Mortgage Credit Analysis experience required. + Extensive mortgage industry knowledge related to credit worthiness, regulatory requirements and agency guidelines is required. + Knowledge of mortgage documentation including closing and post-closing documents. + Correspondent Lending experience preferred. + Working knowledge of reporting and presentation skills is a plus. **Education:** + Bachelor's/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** Credit Risk ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jacksonville Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $87,280.00 - $130,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 20, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Event Mkt Project Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Excellent communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. Responsibilities: Manages day-to-day project logistics and event execution with internal clients, creating event marketing efficiencies for Citi across all business units. Collaborates with business unit managers on event strategies and special projects, solution oriented. Generates ideas to expand client perceptions to help drive results and capture cost savings. Manages all logistical details p pertaining to event attendees and presenters. Ensures program branding (marketing materials, signage, and displays) at all events meet Citi requirements and marketing/branding goals. Develops and implements methods to evaluate overall event value to the business. Maintains accurate budgets for meetings that will generate ROI and manage metrics reporting details. Supports all CEMP (Citi Expense Management) initiatives, event risk evaluation's; reconcile program invoices and event final cost reporting. Partners with colleagues and vendors on details regarding venue logistics and execution, transportation details, audio visual equipment, etc. Reviews and negotiates contracts to receive the best possible rates. Partners with Citi technology and audio visual services to ensure appropriate equipment is included for all programs. Work directly with dedicated technicians; secure video conferencing, video recording and all pertinent meeting related equipment. Partner with outside vendors for onsite audiovisual and technology support at non Citi venues. Excellent negotiating skills a must. Initiates development of web registration sites with web developer; reviews content to ensure accuracy; responds to attendee inquiries noted on registration forms; provide reports to client on a consistent basis indicating changes or updates. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: 5-8 years of experience in Event Marketing or Hospitality Industry Ability to effectively manage multiple priorities simultaneously in a fast-paced environment Excellent time management skills to handle projects that have long and short lead times Excellent relationship management skills with proven success in being people-focused Excellent negotiation and communication skills Education: Bachelors/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Miami based position. ------------------------------------------------------ Job Family Group: Marketing ------------------------------------------------------ Job Family: Sponsorship, Promotion and Special Events ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Miami Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $81,600.00 - $122,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 11, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Event Mkt Project Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Excellent communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. **Responsibilities:** + Manages day-to-day project logistics and event execution with internal clients, creating event marketing efficiencies for Citi across all business units. + Collaborates with business unit managers on event strategies and special projects, solution oriented. + Generates ideas to expand client perceptions to help drive results and capture cost savings. + Manages all logistical details p pertaining to event attendees and presenters. + Ensures program branding (marketing materials, signage, and displays) at all events meet Citi requirements and marketing/branding goals. + Develops and implements methods to evaluate overall event value to the business. + Maintains accurate budgets for meetings that will generate ROI and manage metrics reporting details. + Supports all CEMP (Citi Expense Management) initiatives, event risk evaluation's; reconcile program invoices and event final cost reporting. + Partners with colleagues and vendors on details regarding venue logistics and execution, transportation details, audio visual equipment, etc. + Reviews and negotiates contracts to receive the best possible rates. + Partners with Citi technology and audio visual services to ensure appropriate equipment is included for all programs. Work directly with dedicated technicians; secure video conferencing, video recording and all pertinent meeting related equipment. Partner with outside vendors for onsite audiovisual and technology support at non Citi venues. Excellent negotiating skills a must. + Initiates development of web registration sites with web developer; reviews content to ensure accuracy; responds to attendee inquiries noted on registration forms; provide reports to client on a consistent basis indicating changes or updates. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 5-8 years of experience in Event Marketing or Hospitality Industry + Ability to effectively manage multiple priorities simultaneously in a fast-paced environment + Excellent time management skills to handle projects that have long and short lead times + Excellent relationship management skills with proven success in being people-focused + Excellent negotiation and communication skills **Education:** + Bachelors/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Miami based position. ------------------------------------------------------ **Job Family Group:** Marketing ------------------------------------------------------ **Job Family:** Sponsorship, Promotion and Special Events ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Miami Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $81,600.00 - $122,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 11, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Program Management Advisory and Execution (PMAE) is the only enterprise level resource that supports all business units across the bank to plan, execute and govern complex cross-functional initiatives, programs, and projects. We act as partners to interject project management discipline to work efforts. The team works across silos and moves from topic to topic while continuing to maintain and follow program management rules of governance. The PMAE is an organization consisting of over 80 program management professionals, each with a very robust and diverse background. The work will vary across engagements but generally will range from regulatory compliance to risk management. PMAE is not a technology-centric project management office, however its work may include the integration of the technology dependencies into cross-functional business initiatives as part of a larger body of work. This is a highly matrixed organization where your primary manager will not be providing daily oversight of your actions and program management skills. You will be expected to operate independently, while interacting with your clients and stakeholders on a day-to-day basis. As initiatives, programs, and projects close, you will then be assigned to a new body of work with new sponsors and new stakeholders, while maintaining your primary PMAE supervisory chain. What you will be doing: This is a foundational position for PMAE with an expectation of some prior exposure to PM lifecycle and processes. You will work to support complex initiatives, programs, and projects through all activities in the life cycle by owning management of core PM processes (i.e., risk/issue management, reporting, plan management.) This position offers opportunity for growth while gaining practical hands-on experience necessary for end-to-end program delivery on large programs. Responsibilities: Support all activities in a project/program life cycle such as: Own and execute core PM processes; drive individual workstreams; continually improve the process and educate PM team and stakeholders on process requirements and enhancements. Support dependency identification and management. Develop progress dashboards at executive level based on analysis of plans and risk. Actively maintain project/program plans and drive successful completion of project tasks and/or milestones. Manage critical program documentation including governance charts, charters, RACI charts, communication plans, and metrics. Leverage Citi PM tools to support effective program delivery; educate PM teams and stakeholders on use of PM tools. Ensure compliance with Citi's project procedure. Own and create reporting cadence to align with management reporting and meeting deliverables. Review status reports submitted for relevancy, correctness, and provide challenge to content with the submitter to enable quality reporting. Analyze documentation, data and metrics provided to identify risk, performance and quality issues and significant variances and trends and develop reports for senior management. Generate metrics as needed (e.g., plans and reporting) to demonstrate progress against objectives. Assist in the documentation of meetings and in the tracking and timely resolution of outcomes and follow-up actions. Drive accountability and engagement. Provide transparency by interfacing with Org PMO, Citi Program Management Council, Internal Audit, Consultants, and other groups outside of PMAE for the gathering and sharing of information. Maintain alignment to the approved engagement strategy. Execute active risk management with complete impact assessments and actionable mitigation plans. Forecast and make risk actionable for our stakeholders. Own data quality and ensures output is in alignment with controls environment. Escalate appropriately, completely and with solution options. Proactively and appropriately offer 3rd party objectivity and challenge to plans, strategy, timelines, and risk. Effectively prioritize as needed while handling multiple time sensitive projects in a fast-paced environment. Requirements: 5-8 years of professional experience. 2+ years of experience in supporting initiatives, programs and/or projects. Bachelor's Degree or equivalent work experience. Technical proficiencies in MS office (Excel, PowerPoint, Word, Outlook). Must be able to work at designated Citi location 3 days / week. Demonstrated strong organizational, time management and process management skills necessary to maintain high volume workload. Additional Preferred Qualifications: Professional experience in a large corporation, within the financial sector is a plus. Finance or accounting experience as a plus. Experience with enterprise program management tools. ------------------------------------------------------ Job Family Group: Project and Program Management ------------------------------------------------------ Job Family: Program Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $79,120.00 - $118,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Nov 17, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Program Management Advisory and Execution (PMAE) is the only enterprise level resource that supports all business units across the bank to plan, execute and govern complex cross-functional initiatives, programs, and projects. We act as partners to interject project management discipline to work efforts. The team works across silos and moves from topic to topic while continuing to maintain and follow program management rules of governance. The PMAE is an organization consisting of over 80 program management professionals, each with a very robust and diverse background. The work will vary across engagements but generally will range from regulatory compliance to risk management. PMAE is not a technology-centric project management office, however its work may include the integration of the technology dependencies into cross-functional business initiatives as part of a larger body of work. This is a highly matrixed organization where your primary manager will not be providing daily oversight of your actions and program management skills. You will be expected to operate independently, while interacting with your clients and stakeholders on a day-to-day basis. As initiatives, programs, and projects close, you will then be assigned to a new body of work with new sponsors and new stakeholders, while maintaining your primary PMAE supervisory chain. **What you will be doing:** This is a foundational position for PMAE with an expectation of some prior exposure to PM lifecycle and processes. You will work to support complex initiatives, programs, and projects through all activities in the life cycle by owning management of core PM processes (i.e., risk/issue management, reporting, plan management.) This position offers opportunity for growth while gaining practical hands-on experience necessary for end-to-end program delivery on large programs. **Responsibilities:** Support all activities in a project/program life cycle such as: + Own and execute core PM processes; drive individual workstreams; continually improve the process and educate PM team and stakeholders on process requirements and enhancements. + Support dependency identification and management. + Develop progress dashboards at executive level based on analysis of plans and risk. + Actively maintain project/program plans and drive successful completion of project tasks and/or milestones. + Manage critical program documentation including governance charts, charters, RACI charts, communication plans, and metrics. + Leverage Citi PM tools to support effective program delivery; educate PM teams and stakeholders on use of PM tools. + Ensure compliance with Citi's project procedure. + Own and create reporting cadence to align with management reporting and meeting deliverables. + Review status reports submitted for relevancy, correctness, and provide challenge to content with the submitter to enable quality reporting. + Analyze documentation, data and metrics provided to identify risk, performance and quality issues and significant variances and trends and develop reports for senior management. + Generate metrics as needed (e.g., plans and reporting) to demonstrate progress against objectives. + Assist in the documentation of meetings and in the tracking and timely resolution of outcomes and follow-up actions. + Drive accountability and engagement. + Provide transparency by interfacing with Org PMO, Citi Program Management Council, Internal Audit, Consultants, and other groups outside of PMAE for the gathering and sharing of information. + Maintain alignment to the approved engagement strategy. + Execute active risk management with complete impact assessments and actionable mitigation plans. Forecast and make risk actionable for our stakeholders. + Own data quality and ensures output is in alignment with controls environment. + Escalate appropriately, completely and with solution options. + Proactively and appropriately offer 3rd party objectivity and challenge to plans, strategy, timelines, and risk. + Effectively prioritize as needed while handling multiple time sensitive projects in a fast-paced environment. **Requirements:** + 5-8 years of professional experience. + 2+ years of experience in supporting initiatives, programs and/or projects. + Bachelor's Degree or equivalent work experience. + Technical proficiencies in MS office (Excel, PowerPoint, Word, Outlook). + Must be able to work at designated Citi location 3 days / week. + Demonstrated strong organizational, time management and process management skills necessary to maintain high volume workload. **Additional Preferred Qualifications:** + Professional experience in a large corporation, within the financial sector is a plus. + Finance or accounting experience as a plus. + Experience with enterprise program management tools. ------------------------------------------------------ **Job Family Group:** Project and Program Management ------------------------------------------------------ **Job Family:** Program Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $79,120.00 - $118,680.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 17, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Are you looking for a new opportunity where you can leverage your IT expertise, support a collaborative team, and make a meaningful impact? Horizon Farm Credit is recruiting an experienced IT Specialist to join our Information Technology team. We have one position available, and the qualified candidate will work in our Mechanicsburg office. The hours of operations are typically, Monday to Friday from 8 a.m. to 4:30 p.m. This position is eligible for a hybrid work schedule after 6 months of successful employment. Travel to branch offices and other facilities may be required. This is a great opportunity to support technological initiatives that drive efficiency and innovation across our association. Position Description: As an IT Specialist, you will provide helpdesk support to end users, assist with security and application administration, and deliver training. You'll also provide onsite support to branch and administrative offices, manage system maintenance and installations, and ensure compliance with local security requirements. This role requires creativity, independence, and communication skills. You may also take the lead on association-wide IT initiatives. Areas of Responsibility: * Provide exceptional IT support to all end users across Horizon Farm Credit. * Identify, research, and resolve technical issues; document and track resolutions to ensure a timely resolution. * Manage our centralized IT inventory. * Administer and manage IT systems, including: * Helpdesk software * Security systems * Print management systems * Device management systems * Other financial services software systems * Develop training materials and communication plans for IT projects. * Assist with hardware and software upgrades across the organization. * Research and recommend new technologies to support strategic goals. * Participate in association-wide initiatives and provide guidance to staff. Education & Experience Bachelor's degree or equivalent experience in IT or related field. Generally, a minimum of four to eight years of IT experience in a related area. Requirements * Proficiency with Microsoft Office, Microsoft Operating Systems, financial services software, and general PC maintenance. * Strong willingness to learn and understand Horizon's functions and service provider core systems. * Excellent customer service, communication, and organizational skills. * Ability to work independently, prioritize tasks, and maintain confidentiality. * Experience analyzing PC and network-related problems. * Willingness to travel and occasionally work evenings/weekends. * Ability to lift up to 15 pounds and sit for prolonged periods. Who are we? Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference in agriculture and rural communities. What can we offer you? We offer competitive compensation and benefits packages for full-time employees including: * Medical insurance with dental and vision care options * 401 (k) with significant employer matching * Paid time off, holidays, and volunteer time to support work/life balance * Tuition reimbursement and training opportunities * Student loan reimbursement * Leadership and career development opportunities * Paid maternity and bonding leave * Paid short-term disability * Inclusive work environment Salary Range: $68,200 - $84,000, depending on experience. Equal Opportunity Employer including veterans and individuals with disabilities.

The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities: Administer branch sales, service, control and management of human resources Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service Execute planning and budgeting activities to ensure branch annual goals are met Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: 5-8 years of relevant experience required Previous experience in banking or financial industry preferred Proven experience managing teams Consistently demonstrates clear and concise written and verbal communication skills Consistently demonstrates analytic skills Education: Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Branch Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Miami Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $66,400.00 - $99,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Nov 27, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. **Responsibilities:** + Administer branch sales, service, control and management of human resources + Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service + Execute planning and budgeting activities to ensure branch annual goals are met + Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff + Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction + Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings + Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations + Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 5-8 years of relevant experience required + Previous experience in banking or financial industry preferred + Proven experience managing teams + Consistently demonstrates clear and concise written and verbal communication skills + Consistently demonstrates analytic skills **Education:** + Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Branch Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Miami Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $66,400.00 - $99,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 27, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Business Relationship Manager is for you. As a Business Relationship Manager II (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education and advice. You'll manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 3 years' experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network

The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities: * Administer branch sales, service, control and management of human resources * Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service * Execute planning and budgeting activities to ensure branch annual goals are met * Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff * Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction * Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings * Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations * Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: * 5-8 years of relevant experience required * Previous experience in banking or financial industry preferred * Proven experience managing teams * Consistently demonstrates clear and concise written and verbal communication skills * Consistently demonstrates analytic skills Education: * Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $76,480.00 - $114,720.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Oct 24, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities: * Administer branch sales, service, control and management of human resources * Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service * Execute planning and budgeting activities to ensure branch annual goals are met * Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff * Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction * Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings * Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations * Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: * 5-8 years of relevant experience required * Previous experience in banking or financial industry preferred * Proven experience managing teams * Consistently demonstrates clear and concise written and verbal communication skills * Consistently demonstrates analytic skills Education: * Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Washington District Of Columbia United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $76,480.00 - $114,720.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Oct 31, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.