Carlson Capital jobs - 30 jobs

About the Role: We are seeking a highly professional and experienced Hedge Fund Receptionist to join our team in the financial services industry. As the first point of contact for our clients, you will play a crucial role in providing exceptional customer service and creating a positive first impression. Your main responsibility will be to greet clients, answer phone calls, and manage the reception area. You will also be responsible for scheduling appointments, managing conference rooms, and handling incoming and outgoing mail. Minimum Qualifications: 2+ years of experience as a receptionist or in a similar role Bachelor's degree in Business Administration or related field Excellent communication and interpersonal skills Proficient in Microsoft Office Suite Ability to multitask and prioritize tasks effectively Preferred Qualifications: Experience in the financial services industry Experience with scheduling software such as Outlook Calendar Strong attention to detail and organizational skills Responsibilities: Greet clients and visitors in a professional and courteous manner Answer and direct phone calls to the appropriate person or department Manage the reception area and ensure it is clean and organized Schedule appointments and manage conference rooms Handle incoming and outgoing mail and packages Skills: As a Hedge Fund Receptionist, you will utilize your excellent communication and interpersonal skills to provide exceptional customer service to our clients. You will also use your proficiency in Microsoft Office Suite to manage appointments and conference rooms. Additionally, your ability to multitask and prioritize tasks effectively will be essential in managing the reception area and handling incoming and outgoing mail. Your attention to detail and organizational skills will ensure that the reception area is clean and organized at all times.

**It Starts Here:** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities **We Want to Talk to You!** **Overview** The Whole Loans Operations Associate plays a crucial role in executing the end-to-end operational processes supporting the acquisition and sale of residential mortgage products (Qm, Non Qm and RTL's and other mortgage products), reconciling loans remittances against the loan servicers, executing the payments for loans buys and sells as well as supporting the operational processes ahead of securitization of the mortgages. **Job Function Description** Responsible for the execution of day-to-day operations for the Whole Loans business. Aims to deliver superior service to clients, internal and external, by executing according to policies and procedures ensuring high operational standards to execute service delivery. **Key Responsibilities** Lifecycle management for whole loans including funding, servicing, and sales. Daily cash management associated with the whole loan activity: - Communicate with the desk daily to confirm liquidity requirements. - Work with internal counterparties to ensure financing is completed accurately and timely. Whole loan fundings: - Act as liaison between trading desk, external clients, and Operations. - Face off with the trading desk daily to ensure effective and efficient processes and mitigate risk. - Work with cash management to ensure the accurate and timely funding of whole loan purchases. - Liaise with custodians to ensure accuracy of inventory/collateral reports. Whole loan servicing: - Act as liaison between the firm and external clients/vendors to process monthly servicing timely and accurately. - Reconcile and process monthly remittance reports from servicers including interim. - Work with the desk daily to ensure data integrity within the risk management system. Whole loan Sales: - Work with the desk to verify the economic details of the settlement and ensure that the receipt of funds matches the risk management details. - Process risk management entries to reconcile and settle all transactions accurately and timely. **Qualifications** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. In-depth knowledge of the Operational processes supporting Whole Loans Operations. Skills: In depth knowledge of residential mortgage products including Qm, Non Qm and RTL's as well as other mortgage products. Proficient knowledge of the remittance reconciliation process with mortgage servicers. In depth knowledge of the purchase, sales and settlements of mortgages. Able to analyze mortgage cashflow projections and identify differences between firm records and mortgage services record. Proficient working with loan files from mortgage services and able to map and reconcile data as needed. Key Competencies: Advance user of SBO2000 and Centricity software packages. Advance user of office tools in particular Excel. Python programing language a plus. Education: Bachelor's Degree or equivalent work experience. Work Experience: 2-5 Years **What Else You Need To Know:** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. **Base Pay Range:** Minimum: $63,750.00 USD Maximum: $107,500.00 USD **We Value Your Impact:** Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (****************************************************************** **Risk Culture:** We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. **EEO Statement:** At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:** Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:** This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. **What** **To Do Next** **:** If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. + Leads and executes business development plans so that business goals are achieved or exceeded. + Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms. + Support technical implementation, including system configuration, testing, and integrations. + Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance). + Provide troubleshooting and post-implementation support.Collaborate with Product, Tech, and Operations teams. + Participates on client calls as required. + Addresses customer services issues according to established guidelines, escalating as required. + Develops solutions for customer issues, engaging multiple stakeholders as required. + Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients. + Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk. + Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. + Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments. + Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. + Designs comprehensive training programs to enhance team capabilities and align with strategic objectives. + Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments. + Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. + Responds to and facilitates the resolution of client service requests. + Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + 5+ years in Trade Finance or Supply Chain Solutions Products. + Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered. + Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: + Product Knowledge + Regulatory Compliance + Data Analysis Reporting + Document Management + Microsoft Office + Project Management + Problem-Solving + Detail-Oriented + People Management + Stakeholder Management + Strategic Thinking **Salary:** $88,800.00 - $165,600.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Who You'll Work With: We are seeking a San Antonio based PDS Back Office Operations Analyst to join our Partner Distribution Services Department. We are looking for an individual to serve as a Back Office Operations Analyst in the Partner Distribution Services Department within the Transfer Agency Operations. This person will be responsible for managing the relationship between AB and intermediary back offices to ensure daily operations, critical events and service matters are effectively coordinated. The person is expected to develop and maintain relationships with intermediary back offices, AB Product, ABI Sales, various ABIS teams and other groups, as needed to facilitate communication and coordination of initiatives between AB and the firms. The person in this role must be highly organized and have outstanding communication and relationship man What You'll Do: · Manage relationships, communication and initiatives with intermediary back offices, AB Product, ABI Sales and ABIS Ops · This person will be responsible for reaching out to firms (call campaigns) to obtain information AB may require as it pertains to various AB initiatives · Participate in various AB initiatives as needed, assess impact to and coordinate with intermediaries · Manage ad-hoc projects resulting from requests from our intermediaries or other internal AB groups. Examples of these requests include, but are not limited to broker conversions, omnibus conversions, complete RFPs, fund fact and “spec-pack” sheets, questionnaires, customized reporting and record-keeping for internal groups · Support AB intermediary oversight processes · Present information related to AB initiatives and funds to internal and external clients as needed · Serve as a resource for escalated issues from intermediaries, ABI Sales or other ABIS groups · Become familiar with industry issues/trends affecting operations between intermediaries and AB · Maintain intermediary profile database · PDS management reporting as needed · Perform additional responsibilities as needed, based on department requirements What We're Looking For: · Business or Finance degree is helpful for this role, but not required · Experience in a fast-paced environment in a supporting role for a vendor, client, or firm · Previous mutual fund operations experience is a plus, but not required · Exceptional written and verbal communication skills · Outstanding time management and organizational skills with a proven ability to work independently and follow up to ensure tasks and other deliverables are completed · Strong attention to detail · Experience in problem solving · Ability to build relationships with external and internal clients of all levels · Proficient in the use of Office desktop packages such as Outlook, Word, Excel (Access experience is a plus, but not required) · Ability to work in a fast-paced environment and adapt to change · Ability to work collaboratively in a team setting · Candidate must be customer-focused and extremely flexible · Demonstrate the ability to further develop skills through training and as provided through coaching and feedback · Prior knowledge & experience in handling initiatives and/or projects About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria. San Antonio, Texas

**It Starts Here:** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities **We Want to Talk to You!** **The Difference You Make:** The Sr. Specialist, Marketing plays a critical role in supporting and executing integrated marketing programs that serve both dealer and customer audiences at Santander Consumer USA. This position drives the coordination, planning, and delivery of marketing initiatives across email, social media, digital media, and internal communication channels to strengthen brand awareness, engagement, and business growth. Acting as a strategic partner to internal stakeholders, this individual will manage projects from intake to delivery, ensuring alignment with business goals, brand standards, and compliance requirements. The Sr. Specialist will consult with business partners to vet requests, identify opportunities, and recommend marketing solutions that deliver measurable impact. This role is ideal for a highly organized, process-driven, and assertive self-starter with excellent project management, communication, and collaboration skills. The successful candidate will be comfortable speaking with stakeholders at all levels, from peers to senior leadership, and will play an integral role in the day-to-day operations of the marketing team. **Marketing Strategy & Campaign Execution** + Support the execution of multi-channel marketing programs to promote Santander's products and services across dealer and customer segments. + Manage marketing projects from intake through delivery, ensuring timelines, budgets, and objectives are met. + Serve as a consultant to internal stakeholders, evaluating requests for alignment with strategic business priorities and marketing best practices. + Collaborate with business units, marketing leaders, creative teams, and digital partners to translate complex needs into clear, actionable marketing plans. + Assist in the development of campaign materials including emails, digital ads, brochures, social media posts, website content, and support for corporate and dealer events. + Coordinate the production and delivery of assets, ensuring brand consistency, compliance, and quality across all channels. + Support the creation and execution of internal marketing initiatives, including newsletters, blogs, and employee engagement communications. + Monitor campaign performance, assist with reporting and analytics, and contribute to post-campaign reviews and continuous improvement efforts. **Project Management & Process Excellence** + Lead the coordination of project requests, ensuring proper intake, documentation, and routing through appropriate approval channels. + Maintain organized project plans, timelines, and task tracking to ensure all deliverables meet established deadlines. + Utilize and champion work management tools (e.g., Workfront, Asana, or equivalent) to streamline workflows, manage resources, and enhance transparency. + Proactively identify opportunities to improve processes and increase operational efficiency across the marketing team. + Ensure compliance with governance processes, legal standards, and data privacy regulations throughout project execution. + Work collaboratively with peers and senior leaders to prioritize workloads and align marketing activities with business objectives. **Stakeholder Communication & Collaboration** + Act as a liaison between marketing, business stakeholders, and creative partners, ensuring strong communication and alignment on goals. + Present project updates and marketing recommendations to stakeholders and senior leadership with confidence and clarity. + Build strong, trusted relationships across teams to facilitate smooth collaboration and effective execution. + Demonstrate flexibility and professionalism while managing multiple initiatives simultaneously in a fast-paced environment. **What You Bring** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or in Marketing, Business, Advertising, Communications, or a related field or equivalent work experience. - Required. 3+ years of experience in marketing, advertising, or project management with experience coordinating marketing campaigns across multiple channels (digital, email, social, events). Prior experience in financial services, automotive, or other highly regulated industries. - Preferred. Familiarity with work management platforms such as Workfront, Asana, or similar applications. - Preferred. Strong project management and organizational skills, with a proven ability to manage multiple priorities simultaneously. Exceptional attention to detail and adherence to process and governance standards. Strong verbal and written communication skills; able to communicate confidently with stakeholders and executives. Strategic thinker with the ability to evaluate business needs and propose effective marketing solutions. Self-motivated, assertive, and proactive in driving projects forward with minimal supervision. Excellent analytical and problem-solving skills; ability to interpret data and contribute to performance reporting. Proficiency with Microsoft Office and familiarity with digital marketing and social media platforms. Collaborative mindset with the ability to work effectively across departments and with external partners. **Certifications:** No Certifications listed for this job. **It Would Be Nice For You To Have:** Established work and management history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. **What Else You Need To Know:** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. **Base Pay Range:** Minimum: $63,750.00 USD Maximum: $100,000.00 USD **We Value Your Impact:** Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (****************************************************************** **Risk Culture:** We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. **EEO Statement:** At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:** Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:** This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. **What** **To Do Next** **:** If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

We are seeking a Senior Administrative Assistant for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients' needs. What You'll Do: The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Managing Director and Financial Advisors to serve a broad range of client needs and will act as a liaison with both internal and external clients. The Senior Administrative Assistant will: Effectively and accurately manage the Managing Director's calendar, including schedule meetings, appointments, and travel plans Be expected to exercise a high level of discretion in connection with complex and confidential duties Support the Managing Director's efforts in recruiting and managing the advisor staff, including interview coordination, on-boarding new advisors, and responding to various advisor inquiries Coordinate complex senior-level internal/external meetings and conference calls Handle a high volume of phone calls from external clients and internal contacts Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management reporting Assist in general office maintenance, which may include ordering office supplies and facilities coordination Work directly with clients in all aspects of client servicing Prepare presentations and reports for management, clients, and prospects Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up Provide support and partnership to the marketing team as needed Take part in a team environment working toward a common goal of providing exceptional client service, including the training of new team members Work the Approximate Hours of: 8:00 a.m.-5:00 p.m. Flexibility to work overtime as workload demands change What We're Looking For: The ideal candidate should have 3+ years of administrative or executive support experience in a corporate or professional setting with experience working alongside high-level professionals. Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment. Outstanding verbal and written communication skills to deliver distinctive client service. Strong time management and organizational skills. Individuals who are client-focused and have a high attention to detail. Accomplished team players who thrive in a rigorous and challenging environment. Strong proficiency in Microsoft Office is required, experience with Salesforce preferred. Who We Are: About Bernstein Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ***************** How We Invest in You: AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer: Competitive compensation offerings Retirement plans with matching employer contribution and no fees on core investments A holistic employee benefit package to support your and your family's health and wellness Flexible time off Hybrid work model Mentoring Programs AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes. We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community. If you're ready to innovate and grow your career, join us. In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $75,000 - $80,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, benefits, year-end incentive compensation, and other incentives. Dallas, Texas

**It Starts Here:** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities **We Want to Talk to You!** **The Difference You Make:** The Associate, Digital Marketing serves as a Product Manager and is key contributor to the Santander US auto business digital experience team, leading customer-centric product initiatives that enhance our web platforms and deliver measurable business outcomes. This role is responsible for driving the vision, strategy, and execution of enhancements for key digital properties, including SantanderConsumerUSA.com. As a cross-functional leader, the Associate, Digital Marketing collaborates with marketing strategists, UX designers, developers, and analytics teams to define and deliver innovative, compliant, and accessible digital experiences. The role bridges business objectives and technical solutions, ensuring that every enhancement aligns with customer needs, regulatory requirements, and Santander's broader digital strategy. Digital Product Strategy & Execution + Support the overall delivery and ongoing maintenance of Santander's marketing web products, including SantanderConsumerUSA.com. + Lead the intake, prioritization, and delivery of maintenance requests, bug fixes, and digital enhancements. + Translate business and customer requirements into actionable product definitions for design, development, testing, and deployment across digital channels. + Partner with teams such as UX, digital design, analytics/reporting, technology, compliance, operations, and release management to ensure timely and successful delivery. + Contribute to the development of digital product roadmaps that balance customer experience goals with technical feasibility and business value. + Gather customer and stakeholder feedback to validate enhancements and measure success against key performance metrics. Agile Delivery & Team Collaboration + Facilitate Agile ceremonies, including daily stand-ups, backlog refinement, sprint planning, and retrospectives, to ensure smooth delivery cycles and foster a collaborative team environment. + Collaborate with cross-functional teams to assess solution feasibility, mitigate risks, and ensure alignment on timelines, priorities, and scope. Provide detailed, organized documentation and support for all user stories, acceptance criteria, and testing scenarios. + Assist in end-user testing to ensure final deliverables meet stated business and technical requirements. + Drive delivery through the Agile development process, providing clear communication and proactive foresight to anticipate blockers and risks, ensuring seamless coordination and timely delivery across teams. + Partner with the Senior Product Manager and Director to escalate key issues and drive continuous improvement in product management processes. Customer Experience & Continuous Improvement + Champion customer-centric design thinking to ensure all digital touchpoints deliver value and accessibility. + Monitor competitor and industry trends to identify new opportunities for innovation and differentiation. + Support compliance and legal teams in maintaining adherence to enterprise standards, data governance, and regulatory policies. **What You Bring:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + Bachelor's degree or equivalent work experience in Business, Marketing, Computer Science, or a related field. - Required. + 5+ years of product management experience with a focus on websites and digital experiences.- Required. + 3+ years of demonstrated success collaborating with IT, business stakeholders, and partner teams in distributed environments.- Required. + 1-3 years of experience working in an Agile/SCRUM delivery model.- Required. + Prior experience managing financial services, automotive, or regulated digital platforms. - Preferred. + Strong understanding of product lifecycle management and Agile methodologies. + Proficiency with Agile/SCRUM tools such as Adobe Workfront, JIRA, or similar project management platforms. + Experience working within WordPress CMS or similar web content management systems. + Familiarity with Google Tag Manager and marketing campaign platforms is a plus. + Excellent analytical, organizational, and problem-solving skills. + Strong written and verbal communication skills with the ability to present complex information clearly. + Highly collaborative with the ability to work effectively across teams and organizational levels. + Exceptionally organized, with meticulous attention to detail and a proactive mindset that anticipates challenges before they arise. **Certifications:** + No Certifications listed for this job. **It Would Be Nice For You To Have:** + Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. + Experience in Microsoft Office products. **What Else You Need To Know:** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. **Base Pay Range:** Minimum: $76,875.00 USD Maximum: $127,500.00 USD **We Value Your Impact:** Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (****************************************************************** **Risk Culture:** We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. **EEO Statement:** At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:** Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:** This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. **What** **To Do Next** **:** If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

**Key Responsibilities:** + **Lead & Mentor Team:** + Train and onboard new Treasury sales advisors, guiding them on best practices and sales processes. + Coach and regularly support advisors to elevate their sales skills and close rates. + Serve as an escalation point for customer issues and staff questions. + **Target Setting & Performance Monitoring** + Collaborate to set individual and team sales targets, quotas, and action plans. + Monitor key sales metrics, review performance, and implement corrective strategies. + Prepare and submit weekly/monthly updates to management. + **Customer Satisfaction & Problem Resolution** + Handle escalated customer feedback and ensure prompt resolution. + Partner directly with Client Service and Implementation leaders to foster cross-team collaboration. + Coach advisors in delivering outstanding customer experience. + **Operational Management** + Support administrative tasks: reporting, scheduling, and sales documentation. + Manage staffing adjustments, coordination with HR, and oversee discipline/compliance. **Qualifications & Skills:** **Qualifications:** + 4 - 6 years of relevant experience in people management, treasury management, financial operations or risk management in a corporate or banking environment is preferred. + Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience is considered. + Technical proficiency gained through education and/or business experience. **Advanced level of proficiency:** + Treasury Management + Team Management + Payment Technologies + Financial Analysis + Risk Assessment + Quality Assurance Auditing + Regulatory Compliance + Data Analysis Reporting + Problem Solving + Time Management + Detail-Oriented **Salary:** $74,000.00 - $138,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

**It Starts Here:** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities **We Want to Talk to You!** **The Difference You Make:** The Sr Associate Cyber and Digital Risk Management monitors activities to minimize the company's exposure to information security risks. Activities may include 2nd line of defense independent assurance over technical cyber risk analysis, risk identification and remediation. The incumbent shall support the preservation of digital trust and ensure that the oversight is adequate to minimize compliance and regulatory risk by resolving issues and ensuring adherence to industry good practice frameworks, company and legal standards. Responsible for ensuring that the company's activities adhere to the necessary rules and regulations, and that the company complies with legal/regulatory statutes and jurisdictions, as they relate to the management of cyber and digital risks. The Senior Associate, Cyber and Digital Risk Management is responsible for independent risk management and assurance activities over the assigned business area's technology footprint covering Information Security, Cyber Resilience, Cyber Fraud and Data Security (incl. Retention and Disposal) as part of the second line of defense Technology Risk Management organization. The incumbent develops and maintains an effective Information Security Risk oversight program that enables the assigned business area to comprehensively identify, assess, mitigate, manage, monitor and report technology risk, including performing technical risk reviews of identified domains. This role is established in the second line of defense and requires collaboration across CISO, Data Office, IT, Operational Risk, Internal Audit and other relevant functional stakeholders within the organization in the management of Cybersecurity risks. An excellent understanding of the evolving regulatory landscape in the US and EU are vital for success in this role. The day-to-day focus may vary depending on the requirements of the overall second line of defense program priorities directed by the Head of Technology Risk and may include: planned or ad-hoc technical risk review and challenge, review of Technology or Business initiatives, Ongoing risk monitoring activities, Risk reporting, development of technical risk framework and methodologies. The team to support the oversight of cybersecurity risks will comprise of individuals aligned against the core coverage areas noted above. This is an individual contributor role but will require people and stakeholder management skills to operate effectively in a 2nd line of defense role in a matrix organization. **Key Responsibilities:** + Establish themselves as one of the second line of defense subject matter experts for key stakeholders in the management of cybersecurity and technology risks across all operating entities + Identify and assess cybersecurity risks and participate in the independent and ongoing risk oversight of key technology components of the firm's digital transformation initiatives. + Participate in evaluation of new products / Business changes / projects and assess related cybersecurity risks and impact to the technology risk profile + Participate in the evaluation and management of cybersecurity risks related to third-party suppliers involved in technology and business projects + Manage and execute targeted risk reviews designed to evaluate information security risks and their effective and sustainable mitigation + Perform review and challenge of first line of defense information security risk management processes, data and outcomes (e.g. risk assessments, control evaluations, risk metrics, mitigation plans, risk acceptances etc.) and support the development of risk opinions for various levels of management + Analyze information security / cyber risk data from various sources (e.g. external events, control deficiencies, risk register etc.) to identify and measure levels of risk, concentration, trends and patterns + Develop the AI Use case Information security assessment framework from 2nd line perspective and perform assessments for a variety of use cases. + Contribute to the updating of existing information security policies and framework or develop new ones that steer the safe and sound adoption of technologies across the organization + Monitor external trends and evaluate potential impacts to business strategy; provide documented analytical insights of the cyber risk horizon, while ensuring a sound operational and compliance control environment through establishment of a system of effective and sustainable internal controls + Be able to analyze, assess and advise on remediation of regulatory findings, correction of any inconsistencies and monitors resolution + Prepare information to enable governance committees / working groups in the management oversight of cybersecurity and technology risks + Support process for constructive engagement across the Lines of Defense regarding differences or conflicts in risk appetite, risk metric determination or evaluation, issue severity or other areas of dispute + Initiate timely escalations to the Sr. Director, Cyber & Digital Risk and to the leadership team **What You Bring:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + Bachelor's Degree in a technical discipline or equivalent work experience: Computer Science, Information Technology, Information Systems, Information Security. Req + Master's Degree in related technical disciplines. Pref + Professional Certifications in Cybersecurity. Req. + Professional Certifications in Cloud Security (AWS, Azure). Pref **Competencies and Abilities:** Demonstrated expertise and track record in information security and cyber risk management, and ability to perform at an advanced level of competence. Strong risk, process, and control validation and/or assessment skills. Advanced knowledge of technical risk management best practices and how to implement them. A keen sense of attention to details with a passion for impeccable documentation while having the ability to multi-task and adapt/adjust to multiple demands and competing priorities A high degree of intellectual curiosity to research, study and assess technical documentation to support oversight activities A team player who can coordinate and drive consensus among different teams and stakeholders having varying view points Ability to convey a sense of urgency and drive issues/projects to closure. Excellent written and oral communication skills. Excellent analytical, organizational and project management skills. **Technical skills (incl. Tools):** Resilient Security Architecture Identity and Access Management Network / Firewall Management Vulnerability and Patch Management Cloud Security Architecture Secure Application Development / Containerization Encryption / Tokenization Data Loss Prevention Security Logging and Monitoring Incident Detection and Response Management Offensive Security **Skills and Abilities:** Strong understanding of multiple information security and cyber risk domains, and knowledge of industry good practice standards Experience with execution of technology & cyber risk oversight programs, preferably in a 2nd or 3rd line of defense Demonstrated ability to coordinate oversight activities across different teams Knowledge of current and evolving regulatory requirements and industry best practices in technology and cybersecurity risk management Strong experience as a team player, adaptability and flexibility **Work Experience:** Professional and practitioner experience of 9+ years in one or more areas of cybersecurity risk management roles in a matrix organization Experience in Cybersecurity risk consulting in the financial services sector, Cyber security audit, Chief Information Security Office or in a similar second line of defense role is highly preferred Experience within a highly regulated environment such as the financial services industry and knowledge of the current and evolving regulatory landscape is necessary **Certifications:** + Professional Certifications in Cybersecurity. Req. + Professional Certifications in Cloud Security (AWS, Azure). Pref **It Would Be Nice For You To Have:** + Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. + Experience in Microsoft Office products. **What Else You Need To Know:** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. **Base Pay Range:** Minimum: $93,750.00 USD Maximum: $165,000.00 USD **We Value Your Impact:** Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (****************************************************************** **Risk Culture:** We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. **EEO Statement:** At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:** Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:** This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. **What** **To Do Next** **:** If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

What You'll Do: The candidate will work in small deal teams on all aspects of credit investing. This individual will play a key role in executing fundamental credit analysis and assessing private equity valuations and sponsor incentives, while collaborating across the broader AB-PCI platform and contributing to fundraising, marketing, and process development in an entrepreneurial, business-building environment. This provides an attractive opportunity for high-caliber individuals to assume significant levels of responsibility, interact directly with senior team members as well as private equity investors, co-investors, sell-side banks, lawyers, accountants, and other business professionals, and be part of a new growth platform. Play a leadership role in managing all aspects of transaction execution with minimal supervision, including but not limited to Driving business due diligence, industry research, preparation of investment memoranda and other written materials as well as leading investment committee presentations, actively driving legal documentation process with external counsel and interacting with financial sponsors and management teams. Candidates successful in the role will be responsible for coordinating and driving the activities of all team members, the investee company, and external advisors. Maintain active oversight on management of portfolio companies as well as stay abreast of portfolio company performance and related industry trends with the support of an associate. Develop an understanding of the AB-PCI investment philosophy and credit discipline and be able to apply it in both the assessment of investment opportunities and in transaction execution. Make a positive impact on the people around you by being a team player and an effective project manager, developing strong working relationships, and demonstrating strong commitment to the team's goals consistent with AB- PCI's emphasis on a cooperative and supportive work environment. What We're Looking For: Bachelor's or Master's Degree demonstrating superior academic performance. 6 to 12 years of total experience. 3+ years of relevant work experience in middle-market private credit investing, direct lending, or leveraged finance. Strong ability to perform detailed fundamental business due diligence and credit analysis. Experience working on structured credit and/or interacting with rating agencies is a plus. Well-versed with legal documents and meaningful prior experience of leading and driving legal document negotiations. Who We Are: We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Austin, Texas

Application Deadline: 02/19/2026 Address: 300 E John Carpenter Freeway Job Family Group: Commercial Sales & Service Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. * Assists in pre-sales activities, including preparing client pitches, conducting market research, and organizing prospect/client files for follow-up action. * Works with internal teams to structure tailored financial products and solutions that meet client needs, ensuring compliance with regulatory requirements and bank policies. * Provides research and data to the sales team to support the development of tailored solutions that meet clients' business needs. * Maintains accurate client records and ensures up-to-date information across systems. * Identifies areas for process improvement and manages initiatives to streamline operations, improve efficiency, and enhance the overall client experience. * Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. * Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. * Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. * Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. * Identifies share of wallet opportunities. * Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. * Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. * Focus may be on a business/group. * Thinks creatively and proposes new solutions. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works mostly independently. * Broader work or accountabilities may be assigned as needed. Qualifications: * 3 - 5 years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. * Bachelor's degree preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. * Specialized knowledge from education and/or business experience. Intermediate level of proficiency: * Financial Analysis * Product Knowledge * Regulatory Compliance * Structuring Deals * Portfolio Management * Credit Risk Assessment * Customer Service * Problem Solving * Negotiation * Customer Relationship Building Salary: $54,000.00 - $99,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

**It Starts Here:** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities **We Want to Talk to You!** **The Difference You Make:** The Senior Advisor serves as a subject matter expert to ensure documents, projects, processes or product initiatives comply with regulatory and legal requirements and enterprise policy. The incumbent performs risk assessments, analyses data to help business units identify potential regulatory compliance concerns, identifies root cause(s) of identified compliance issues, and provides recommendations to management that influence business solutions. - Advises management on current issues regarding compliance with federal regulations. - Serves as a subject matter expert to ensure documents, projects, processes or product initiatives comply with regulatory and legal requirements and enterprise policies - Partners with managers in assigned business unit(s) to respond to reports or findings issued by regulatory agencies or audit. - Identifies systemic procedural weaknesses and additional training requirements needed to ensure compliance. - Assists management with responding to regulatory inquiries and third party examiners. - Collaborates across business units within the organization to ensure consistency in policies and procedures. - Identifies compliance opportunities and potential solutions. - Performs risk assessments, analyzes transactional data, identifies root cause(s) of issues, and provides recommendations to management. - Provides compliance input on business action plans, projects, or operational requests. - Provides insight and guides management on issues. - Leads and influence cross functional enterprise projects or compliance teams. - Leads efforts to improve standardization and efficiency of responses to regulators. - Offers recommendations and makes project related decisions within scope of work assignment. - Serves as a resource to team members on escalated issues of unusual nature. - Mentors and enhances compliance staff knowledge competencies. - Ensures proper implementation of business requirements and identifies outstanding compliance issues. -Maintains and promotes awareness of relevant regulatory requirements, industry enforcement actions, and regulatory changes. **What You Bring:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Business, Finance, or equivalent degree. - Required. Master's Degree Business, Finance, or equivalent field. - Preferred. 9+ Years Compliance, Legal, Regulatory, or Financial Services. - Required. - Advanced knowledge of regulatory compliance, relevant industry regulations and regulatory data sources. - Demonstrated experience facilitating change to achieve measurable results. - Demonstrated subject matter expertise compliance opportunities and resolution. - Business Line awareness. - Detail orientated with the ability to also understand overall strategy. - Excellent interpersonal, supervisory, and customer service skills required. - Excellent written and verbal communication skills. - Excellent critical thinking skills with the ability to be adept in identifying and resolving complex risk management problems. - Excellent project management skills. - Ability to build and foster internal and external relationships. - Ability to analyze risk and design efficient control practices to minimize risk. - Ability to lead, influence and direct peers, subordinates and management. - Ability to make effective decision making on complex matters. - Ability to convey a sense or urgency and drive. - Ability to multi-task and meet strict deadlines. - Ability to adjust to new developments/changing circumstances. - Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure. - Superior analytical, problem solving and critical thinking skills. - Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding. - Experience with Microsoft Office products. Certifications: Certified Regulatory Compliance Manager (CRCM) designation - Preferred. **It Would Be Nice For You To Have:** Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. **What Else You Need To Know:** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. **Base Pay Range:** Minimum: $90,000.00 USD Maximum: $165,000.00 USD **We Value Your Impact:** Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (****************************************************************** **Risk Culture:** We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. **EEO Statement:** At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:** Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:** This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. **What** **To Do Next** **:** If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs Strive to provide a world-class level of customer service and support Our Comprehensive Development Program Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Program (ADP) Include: In-depth industry training on proprietary investments, services, policies and procedures Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience Behavioral training geared toward the development of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications We Are Seeking: People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships Accomplished team players who thrive in a rigorous and challenging environment Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere Individuals who have a bachelor's degree with excellence in academics and strong leadership experience Proficiency in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry experience a plus The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ************************ To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html Houston, Texas

As part of the Credit Strategy & Analytics team within the U.S. Indirect Lending line of business, this role will undertake data driven analysis to evaluate and monitor the credit performance of the Indirect Lending portfolios, support Dealer Management reporting and analysis, assess credit strategies, and help ensure that the portfolio performs within Risk Appetite. Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools. + Builds various reporting dashboards using the most appropriate data extraction, data cleaning and data visualisation techniques. + Provides value through insights, reporting and data visualization techniques. Selects, configures and implements analytics solutions for consistency and repeatability. + Researches and applies continuous improvement in data visualization by identifying trends and patterns to transform raw data into actionable business insights. + Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization. + Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them. + Develops data visualizations of "large" amounts of data that facilitate the intuitive presentation of data to decision makers. + Documents data flow, systems and processes to improve the design, implementation and management of business/group processes. + Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** Foundational level of proficiency: + Technical design optimization. + Decision Making. + Systems Thinking. Intermediate level of proficiency: + Data visualization. + Data storytelling. + Data mining. + Illustration. + Creative thinking. + Problem Solving. + Verbal & written communication skills. + Collaboration & team skills. + Analytical and problem solving skills. + Data driven decision making. Advanced level of proficiency: + Insights design. + Insights development and reporting. + Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Deep knowledge and technical proficiency gained through extensive education and business experience. **Salary:** $74,000.00 - $138,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Who You'll Work With: AB is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals, and private clients in major markets around the world. AB Private Credit Investors ("AB-PCI") is the private corporate credit investing platform of AB offering direct lending capabilities to middle-market companies across various industry sectors. AB-PCI focuses on directly sourced and privately negotiated investments in the primary issue market, while selectively pursuing opportunities in the distributed and secondary loan markets on a relative value basis. AB-PCI pursues a flexible mandate designed to deliver attractive risk-adjusted returns by investing in unitranche, first lien and second lien debt as well as selectively structured preferred stock and private equity co-investments. Target companies typically have robust business models, strong competitive positions, sustainable enterprise value and predictable cash flow profiles. The group maintains a strong credit culture and pursues a highly selective investment process based on fundamental due diligence and a focus on transaction terms and documentation. AB-PCI is led by relatively tightly knit group of seasoned senior investment professionals with strong industry background and credit investing track-record. The group maintains a cohesive culture and values teamwork, collaboration, and contribution of individual team members. What You'll Do: AB-PCI is looking for an Analyst/Associate to work as part of the Portfolio Management & Compliance team, which is responsible primarily for maintenance and reporting of the various AB-PCI investment vehicles. The role will support the growing business and team. AB-PCI has grown significantly over recent years and high caliber talent is needed to help support continued business growth, improve processes, and scale operations. The role will initially have responsibilities related to treasury and liquidity management, fund level finance, and financing subsidiary operations, but offers the ability to grow and change as the team continues to grow. Initial responsibilities will include, but will not be limited to, the following: * Partner with the Trustee, Fund Administrator, and external service providers on all operational matters * Support day-to-day liquidity management to ensure funding obligations are met, including the use of sub-level financing facilities * Assist with asset allocation strategy, cash forecasting and analysis, and monitoring of related activities * Provide functional and operational support to the credit team as needed * Review, reconcile, and approve Monthly CLO Borrowing Base Trustee Reports; approve waterfall payments on a quarterly basis * Manage reporting requirements, including effective date declarations, annual agreed-upon procedures, compliance certificates, and financial reporting at both obligor and asset levels * Run hypothetical scenarios for new asset purchases to ensure compliance and portfolio optimization What We're Looking For: * Bachelor's degree in Business, Finance, Accounting, or Economics * 1+ years of experience in financial services or audit, preferably in a treasury or cash operations role at an alternative asset manager, trustee/fund administrator, or Big Four firm * Experience reviewing and interpreting legal documentation, including CLO indentures, warehouse agreements, and credit agreements * Team-oriented mindset with the ability to collaborate closely and share critical information * Proactive, self-motivated, and highly organized with strong analytical and communication skills * Ability to prioritize effectively and adapt in a fast-paced, dynamic environment * High attention to detail with a strong standard for accuracy and responsiveness * Proficiency in Microsoft Excel, PowerPoint, and Word * Preferred: familiarity with fund structures, loan agreements, and CLO indentures * Preferred: experience with Sentry PM and Power BI About AB We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! Austin, Texas

**It Starts Here:** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities **We Want to Talk to You!** **The Difference You Make:** The Associate, Underwriter (IC5) is responsible for managing credit risk by reviewing and properly weighing all aspects of more complex/large relationships. The associate is a key resource for underwriters and loan originators for the Dealer Commercial Services line of business. + Independently underwrites and prepares accurate and concise proposals or modifications for credit committee approval. + Analyzes financial statements, balance sheet, income statements, and cash flow of automotive dealerships, including business history, structure and loan collateral. + Monitors portfolio and obtains and reviews up to date financials. + Interfaces with customers and internal line of business partners to obtain data to complete analysis. + Manages each annual renewal and/or new business loan requests with the highest sense of urgency, while multi-tasking on multiple proposals. + Manages the complete end-to-end underwriting process to ensure timely and efficient processing of all annual renewals, modifications, and new business opportunities. + Reviews loan inquiries and responds to client requests. + Reviews and manages past due and coming due loan reports. **What You Bring:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + Bachelor's Degree or equivalent work experience in Finance, Accounting, Management, Economics or equivalent field. - Required. + 5+ Years Financial analysis, structuring, underwriting, and portfolio management. - Required. + Commitment to excellent customer service - responds promptly to customer needs, professional interacts with customer. + Extensive decision-making and analytical skills to evaluate information, determine risks, and consider the benefits. + Communication skills, responds well to questions and demonstrates comfort with group presentations. + Detail Oriented. + Categorical understanding of the lending process. + Capable of preparing findings reports. + Ability to handle multiple files simultaneously. + Ability to provide leadership in the market by being a positive contributor to the team including being a mentor to less experienced team members and embracing change. + Takes initiative on projects and assignments, seeks alternate solutions when necessary. + Self-starter with ability to work in a face paced team-oriented environment. **Certifications:** No Certifications listed for this job. **It Would Be Nice For You To Have:** Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. **What Else You Need To Know:** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. **Base Pay Range:** Minimum: $65,625.00 USD Maximum: $107,500.00 USD **We Value Your Impact:** Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (****************************************************************** **Risk Culture:** We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. **EEO Statement:** At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:** Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:** This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. **What** **To Do Next** **:** If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO

We are seeking a Senior Administrative Assistant for Bernstein Private Wealth Management, a unit of AllianceBernstein, L.P. Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of clients' needs. What You'll Do: The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Managing Director and Financial Advisors to serve a broad range of client needs and will act as a liaison with both internal and external clients. The Senior Administrative Assistant will: Effectively and accurately manage the Managing Director's calendar, including schedule meetings, appointments, and travel plans Be expected to exercise a high level of discretion in connection with complex and confidential duties Support the Managing Director's efforts in recruiting and managing the advisor staff, including interview coordination, on-boarding new advisors, and responding to various advisor inquiries Coordinate complex senior-level internal/external meetings and conference calls Handle a high volume of phone calls from external clients and internal contacts Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management reporting Assist in general office maintenance, which may include ordering office supplies and facilities coordination Work directly with clients in all aspects of client servicing Prepare presentations and reports for management, clients, and prospects Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up Provide support and partnership to the marketing team as needed Take part in a team environment working toward a common goal of providing exceptional client service, including the training of new team members Work the Approximate Hours of: 8:00 a.m.-5:00 p.m. Flexibility to work overtime as workload demands change What We're Looking For: The ideal candidate should have 2-4 years of administrative or executive support experience in a corporate or professional setting with experience working alongside high-level professionals. Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment. Outstanding verbal and written communication skills to deliver distinctive client service. Strong time management and organizational skills. Individuals who are client-focused and have a high attention to detail. Accomplished team players who thrive in a rigorous and challenging environment. Strong proficiency in Microsoft Office is required, experience with Salesforce preferred. Who We Are: About Bernstein Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,000 employees across 57 locations in 26 countries and over $600 billion in assets under management. Join us in pursuing insights that unlock opportunities. Learn more at ***************** How We Invest in You: AB's purpose is to pursue insight that unlocks opportunity. It is why we exist and what we work at every day. Our shared values define how we work. They're a foundation of our culture, which empowers all of us to be our complete selves - and contribute our distinctive talents. We invest in one another, strive for distinctive knowledge, speak with courage and conviction, and act with integrity - Always! We recognize the value of investing in one another, fostering growth and advancement while meeting evolving individual needs. That's why we've crafted a competitive benefits package and focused intently on developing a holistic approach to employee well-being. Here are a few highlights of what we have to offer: Competitive compensation offerings Retirement plans with matching employer contribution and no fees on core investments A holistic employee benefit package to support your and your family's health and wellness Flexible time off Hybrid work model Mentoring Programs AllianceBernstein (AB) is a global investment-management firm providing industry-leading research and investment solutions through a combination of innovation, intellectual curiosity, and relentless ingenuity. We offer high-quality research and diversified investment services to institutional and individual investors worldwide. Our clients include some of the world's top institutions as well as private-wealth clients and retail investors. Through close partnerships with our clients, we collaborate on investment strategies across regions and sectors to inspire innovative thinking and deliver superior outcomes. We invest in our people and in the communities in which we operate, and we celebrate our diversity to showcase what makes us unique. We offer our talent the opportunity to grow professionally while working on cutting-edge ideas and outcomes in a global culture that operates as a tight-knit community. If you're ready to innovate and grow your career, join us. Houston, Texas

What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients' inner circle, the Wealth Advisor intimately understands each client's values, lifestyle and philanthropic goals. They connect clients to the firm's vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients' financial well-being while standing out among a crowded field. What We're Looking For: What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: Entrepreneurial Spirit Intellectual Curiosity High Emotional Quotient ("EQ") Determination and Relentless Drive for Success Spirit of Generosity in Working With and Within Their Community Excellent Interpersonal and Communication Skills Structure and Discipline ...and the following qualifications: An existing network that can be continuously cultivated and expanded within the community Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors Comfortable interacting with individuals of significant wealth Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions Trustworthiness and personal integrity that is beyond reproach Strong academic credentials A passion for investing and for people Who We Are: Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us! What We Stand For: TRUSTWORTHINESS-We are accountable. Integrity, transparency and reliability are core to our business model. INNOVATION-We're always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes. TEAMWORK-We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service. EQUITY-We are committed to building a culture of diverse perspectives - one where all employees feel valued and are treated fairly. COMMUNITY-We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals. RESPONSIBILITY-We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us. Our Market-Leading Training Program: We do not take our success for granted. The firm's culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn't stop there. We support our advisors with continuing education and ongoing professional development throughout their careers. For further important information about AllianceBernstein please click here ******************************************************** Dallas, Texas

We are seeking an Industrials specialist to join our investment team. As a Sector Specialist within the Equity Relative Value (EqRV) strategy, you will be responsible for analyzing and evaluating investment opportunities in the industrials sector specifically. You will be expected to conduct thorough research and analysis of market trends, financial statements, and economic data to identify potential large-cap, equity pair trades to be included in our funds. Your fundamental research and ideas will be enhanced by our proprietary pairs analysis process to lend validation to the most profitable opportunities for our investors. You will be supported by a world class trading desk with over 31 years of experience with relative value pairs trading. You will report directly to the CIO and your investment ideas will be critical in making informed investment decisions for our funds. Minimum Qualifications: Bachelor's degree in finance, economics, or a related field 4+ years of experience specific to large-cap Industrial stocks Experience with financial modeling and data analysis software Excellent communication and interpersonal skills Ability to work independently and as part of a team This position is full-time in the office, in Dallas, Texas Preferred Qualifications: Master's degree in finance, economics, or a related field Experience in the Industrials sector CFA or other relevant certifications Strong track record of successful investment recommendations Responsibilities: Conduct research and analysis of the Industrials sector to identify potential investment opportunities Evaluate financial statements, market trends, and economic data to determine the viability of potential investments Collaborate with the CIO and other Sector Specialist to develop investment ideas around current trends and themes Monitor and report on the performance of investments in the Industrials sector Stay up to date with industry news and trends to inform investment decisions Skills: Must have a passion for investments and be able to demonstrate experience and expertise within the Industrials sector. Strong analytical and quantitative skills are expected. Experience with financial modeling and data analysis software is necessary, as is a strong track record of successful investment recommendations. Preference will be given to those candidates who submit a cover letter detailing their sector expertise within Industrials.