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Cassady Schiller jobs - 16,926 jobs

  • Data Analyst - Remote-Eligible BI & Insights (SQL, Python, Power BI)

    Berkshire Hathaway Homestate Companies 4.8company rating

    Remote or San Francisco, CA job

    A national insurance group is seeking a Data Analyst in San Francisco, CA. The role involves developing reports and analyzing data to support key business functions. Applicants should have a bachelor's degree in a relevant field and at least 2 years of experience in analytics or workers compensation insurance. Skills in SQL, Python, and Power BI are essential. The company offers a competitive salary and benefits, including work-from-home flexibility and health insurance. #J-18808-Ljbffr
    $86k-111k yearly est. 2d ago
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  • Construction & Commissioning Scheduler

    Blackrock Resources LLC 4.4company rating

    New Albany, OH job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Schedule: Full-time | On-site presence required Industry: Industrial/Power/Data Center Construction We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery. What You'll Do: Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases. Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable. Track progress, analyze variances, and recommend adjustments to keep projects on target. Generate look-ahead schedules, performance reports, and updates for leadership and client reviews. Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health. Align construction and commissioning activities for smooth transitions and seamless project closeouts. What You Bring: Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience). 5+ years of experience scheduling large-scale industrial, data center, or power generation projects. Strong command of Primavera P6. Proven track record supporting both construction and commissioning phases. Excellent communication, organizational, and analytical skills. Ability to work on-site in New Albany, Ohio. Preferred Experience: EPC or large-scale construction background. Knowledge of commissioning processes and turnover documentation. Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools. If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
    $65k-91k yearly est. 1d ago
  • Portfolio Manager I - Renewable Power & Project Finance

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Renewable Power & Project Finance Credit Management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide financing for renewable power projects sponsored or supported by strategic asset manager relationships within Specialty Banking Transaction types include revolvers/TLs for project construction and mini permanent financing Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. Responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent in Finance, Business, or related field Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Basic experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Basic analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise in Renewable Power & Project Finance WHAT'S IN IT FOR YOU? Compensation Starting base salary: $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-MA #CA-MA
    $41.8-66.8 hourly 3d ago
  • Hybrid SDET: Python Automation for Trading

    Interactive Brokers Group, Inc. 4.8company rating

    Remote or Greenwich, CT job

    A global financial services company in Greenwich, CT is seeking a Senior Software Development Engineer in Test to enhance financial opportunities through cutting-edge technology. The role requires extensive experience in Python programming and a background in front-office trading. The ideal candidate will be self-motivated, possess strong analytical skills, and have a deep understanding of financial asset classes. This hybrid position offers a competitive salary and extensive benefits. #J-18808-Ljbffr
    $69k-99k yearly est. 2d ago
  • President & CEO

    Kentucky Society of Association Executives Inc. 3.5company rating

    Remote or Illinois job

    The ANFP President & CEO serves as the visionary leader, guiding the organization's strategy, success, and culture. Together, the President & CEO and the Board of Directors assure ANFP's relevance to the foodservice industry, the accomplishment of ANFP's mission and vision, and the accountability of ANFP to its diverse constituents. Position Responsibilities Assists the Board in determining ANFP's values, mission, vision, short- and long-term goals. Assists the Board in monitoring and evaluating ANFP's relevance to the foodservice industry, its effectiveness, and its results. Keeps the board informed through regular communication, providing both formal and informal updates on organization performance, strategy, and key issues. Identifies problems and opportunities and addresses them; brings those which are appropriate to the Board and/or its committees, facilitates discussion and deliberation. Informs the Board and its committees about trends, issues, problems, and activities to facilitate policymaking. Recommends policy positions. Provides general oversight of all organizational activities, manages day-to-day operations, and assures a smoothly functioning, efficient organization. Leads the executive team by setting expectations, fostering collaboration, promoting a high-performance culture driving the organization strategically towards its objectives. Assures program quality and organizational stability through development and implementation of standards and controls, systems and procedures, and regular evaluation. Assures a work environment that supports and enables successful recruitment, retention, and the development of qualified personnel and volunteers. Drives organizational and cultural initiatives, fostering a positive and inclusive work environment. Oversees the fiscal activities of the organization, ensuring that resources and investments are managed prudently and according to policy, services are produced in a cost-effective manner, solid budgeting and accounting systems and controls are in place. Assures the filing of all legal and regulatory documents and monitors compliance with relevant laws and regulations. Acts as an advocate, within the public and private sectors, for issues relevant to the organization, its services, and constituencies. Facilitates the integration of the organization into the fabric of the foodservice industry by assuring the use of effective marketing and communications activities. Oversees comprehensive communications that incorporate various types of media to help keep members informed and current on ANFP activities, legislative and regulatory matters, and local and national issues impacting the member profession. Identifies the key relationships necessary to support an effective organization and assures proper planning, relationship building, and communications to develop and maintain these. Serves as organization's chief spokesperson and acts as advocate for issues relevant to the organization including legislative and regulatory matters, partnerships, and other stakeholder concerns. Required Experience and Education : Bachelor's degree from an accredited college or university; master's and/or other advanced degree preferred; CAE desirable. RDN or CDM, CFPP credential desirable. Minimum of ten years' executive level experience in association management, and/or a public or private business organization, with demonstrated increased responsibility. Foodservice industry related experience is a plus. Previous experience working with a Board of Directors. Must possess outstanding advocacy skills, business, and marketing skills as well as strong financial management, communication, strategic planning, public relations, community relations, governmental relations, and interpersonal skills. Proven track record of successfully managing a complex and diverse organization that provides the highest quality of service to its members, customers, employees, and stakeholders. Results oriented record of achievement in organizational leadership, strategic thinking, and interpersonal skills. Verbal and written communications skills to connect effectively with all levels of company and industry representatives. Experience managing a fully virtual workforce preferred Additional Information ANFP is a leader in workplace culture and benefits with work-life balance supported with a flexible work schedule, a generous paid time off schedule, and other competitive benefits including medical, dental, vision, life, and disability insurance. In addition, we offer a flexible spending account, and a safe harbor non-elective contribution 401(k) plan. The Association of Nutrition & Foodservice Professionals is committed to creating a diverse work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, age, veteran status, or another other basis protected by law. Pre-employment screening including a criminal background check, verification of academic credentials, licenses, certifications, and/or verification of work history is required for this position. Unsolicited resumes will not be considered. This position is remote, however, will require travel to periodic meetings in the Chicago metropolitan area. Additionally, up to 20% travel for board and/or committee meetings, business development, events, and professional development is required. To apply, please submit a letter of interest and resume to ************************ #J-18808-Ljbffr
    $165k-237k yearly est. 2d ago
  • Technical Account Manager - Remote

    Donnelley Financial, LLC 4.8company rating

    Remote or Rockville, MD job

    Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognizedas one of AMERICA'S MOST LOVED WORKPLACES for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: Acts as the technical service liaison between customer, multiple production platforms, and Product. Advocates on behalf of the client with a proactive, collaborative approach to all departments and the production teams. Uses experience and knowledge to provide advisory and consultant services to clients to provide direction in meeting their project needs and goals to achieve and meet specific regulatory requirements of the client. Responsibilities: * Handles day-to-day account management, client interactions and handling routine technical support issues with a growing level of technical proficiency. * Serve as the main technical services liaison for assigned accounts, addressing their needs and concerns with expertise and urgency. * Establish strong, long-term relationships with clients, understanding their business requirements and aligning our solutions to meet their needs. * First point of service escalation for clients, SDAs and internal partners. * Host regular touch points with assigned clients to set priorities, work through challenges, discuss best practices, coordinate testing, holiday coverage, etc. * Participates in QBRs * Conducts Wellness/Optimization checks with clients * Review/approve billing, weekly, end of month and ad hoc throughout week * Working knowledge of SEC regulations and electronic filing requirements (e.g., N-PORT, N-CEN, N-MFP) and experience supporting compliance workflows * Basic knowledge of XBRL dependencies within specific Arc Suite platforms * Basic ability to troubleshoot and problem solve issues and complex application setups. * Basic technical acumen and product knowledge. * Basic production knowledge. Qualifications: * Generally newer to the role, with 1-3 years of Arc Suite experience in technical account management or related fields. * Proven experience and mastery of one or more of the Arc Suite applications; ArcPro, ArcReporting and/or ArcFiling is required. * B.S./B.A. preferred; equivalent experience in lieu of degree accepted. Preferred Skills: * Excellent verbal, written, and interpersonal communication skills. * Self-motivated with strong propensity for action, results and continuous improvement. * The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary. * Exceptional organizational skills with the ability to multi-task and manage multiple. processes, programs, and procedures simultaneously while working under pressure to meet deadlines. * Proven track record of solving technical problems. It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
    $59k-90k yearly est. 3d ago
  • Business Process Analyst Lead

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? This role is an opportunity to play an integral role on the Enterprise Fraud Management team. The role requires Fraud subject matter expertise, accountability for a specific Fraud Risk portfolio (e.g., a product like credit cards, or a channel like digital platforms); understanding the fraud risks and controls in the portfolio; and working with fraud, business, and product partners to mitigate current and emerging fraud risks. The role works closely with the Fraud Controls and Surveillance (rules and data science) and Fraud Operations teams to ensure appropriate management of fraud risk and client experience. The role requires regular executive level communication, a deep understanding of fraud risk, and strong analytical capabilities enabling the identification and remediation of fraud risk. WHAT WILL YOU DO? Leverage data to identify current and emerging fraud risks and to design suitable fraud control augmentations. Work with business, product, or channel owners to ensure awareness of fraud risks and to influence adoption of fraud controls that are commensurate with risk appetite and client experience expectations. Effective communication of fraud trends and solutions is critical. Key stakeholders include business, technology, and risk partner teams. Support new or existing product / channel fraud risk assessments to ensure vulnerabilities are identified and steps are taken to mitigate the risk. Develop, disseminate, and present fraud metrics, which enable understanding of risk and the efficacy of implemented solutions. Analyze and measure the effectiveness of existing Fraud and Business controls and develop repeatable and quantifiable improvements. Work collaboratively across Fraud Management and business teams to ideate, test, and implement fraud controls while understanding and communicating upstream/downstream impact of proposed changes. Support development, implementation, and continuous improvement of tools and best practices that support Fraud Risk Management activities. Support a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals. Act as brand ambassador of the Enterprise Fraud Management team by developing strong working relationships across the organization. Contribute to ad-hoc assignments and special projects. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelors or equivalent work experience Minimum of 8 years of experience in financial services with a good understanding of the fundamental principles of banking, project management, and business control work Minimum of 2 years in operations, risk management, quality assurance, compliance, or an internal control/audit capacity Additional Qualifications Subject matter expertise in Credit Card and Debit Card fraud preferred Strong analytical and complex problem-solving skills Strong interpersonal, verbal, and written communication skills Advanced expertise in Microsoft Office Suite (required), including Microsoft, PowerPoint, Excel; preferably also Microsoft Visio Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities Ability to work independently and in a self-directed manner Ability to interact with all levels of management WHAT'S IN IT FOR YOU? Compensation Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW.
    $101.2k-172.4k yearly 1d ago
  • Community Development Administrative Assistant, Cleveland

    Dollar Bank, FSB 4.1company rating

    Cleveland, OH job

    The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job. Qualifications: * High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking. * Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred. * Mortgage, credit counseling or lending experience preferred. * Knowledge of Bank operations, functions and organization preferred. * Must be proficient in Microsoft Office products (Candidate will be tested). * Communicate clearly and concisely, both orally and in writing. * Establish and maintain effective working relationships with those contacted in the course of work. * Strong interpersonal skills required. * The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines. * A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy. Principle Activities and Duties: * Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program. * Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions. * Attend evening and weekend events as required * Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit. * Review Home Ownership Program applications. * Actively researches for new community development partnerships that align with Community Development mission. * Order and review credit reports as requested. * Maintain updated filing/purging system to keep accurate count of program clients. * Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports. * Manage database of new clients via computer and create customer records. * Assist Community Development Officer with clients and follow-ups as needed. * Work in conjunction with Marketing Department on departmental booklet ads for events. * Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets. * Prepare for exams from the Office of the Comptroller of the Currency (OCC). * Verify/Investigate organizations as 501 (c3), non-profit. * Prepare and send notifications/official letters to approved organizations. * Assist VP with contribution budget preparation and monitoring. * All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation: 45,000-54,000
    $26k-32k yearly est. 3d ago
  • Senior Alt Investments & RIA Channel Lead - Remote

    T. Rowe Price 4.5company rating

    Remote or San Francisco, CA job

    A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr
    $118k-153k yearly est. 1d ago
  • Head of Creative, Social & Brand Partnerships - Hybrid

    Interactive Brokers Group, Inc. 4.8company rating

    Remote or Greenwich, CT job

    A leading financial services firm in Greenwich, CT is seeking a Creative and Brand Partnerships Leader. In this hybrid role, you will define the brand's creative vision and oversee integrated marketing across multiple channels. The ideal candidate will have over 10 years of experience in creative leadership and brand marketing, a strong portfolio showcasing impact, and excellent communication skills. The position comes with competitive benefits and opportunities for professional growth. #J-18808-Ljbffr
    $89k-109k yearly est. 1d ago
  • Chief Banking Officer

    Farmers National Bank 4.7company rating

    Canfield, OH job

    Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture. ESSENTIAL DUTIES AND RESPONSIBILITIES Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public. Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume Oversee the Company's Treasury Management sales and operations activities. Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders Develop and implement strategies to accommodate current and future organizational plans, programs, and needs. Provide the highest level of customer relations and service Ensure compliance with Bank policies, procedures and processes. Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary. As necessary, meet with investors and analysts to report on the current status of the Company Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company Serve as a member of, or chairperson of various Sr. Management Committees as needed Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings Serve as an active member of the Farmers National Bank Board of Directors Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position. Completes all other duties as assigned SUPERVISORY RESPONSIBILITIES Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems. EDUCATION AND/OR EXPERIENCE Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently Must have excellent verbal and written communication skills Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management Strong knowledge of credit policies and lending practices Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected Must be able to travel on an as‑needed basis QUALIFICATION REQUIRED Bachelors or better in Finance or related field. EEO STATEMENT Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $58k-83k yearly est. 3d ago
  • Strategic FP&A Principal, Global Ops - Hybrid 4/1

    Wellington Management Company 4.9company rating

    Remote or Boston, MA job

    A leading investment management firm based in Boston is seeking a Principal for Financial Planning & Analysis. The role involves providing financial insight and operational performance reporting to drive strategic decisions. Candidates should have over 10 years of experience in finance and strong analytical skills. The role supports budgeting processes and enhances financial visibility across the organization. This position offers competitive compensation with a salary range of USD 120,000 - 225,000. #J-18808-Ljbffr
    $107k-143k yearly est. 5d ago
  • Contract Management Lead

    Tata Consultancy Services 4.3company rating

    Milford, OH job

    Contract Management Lead Duration: FTE/ Direct Hire The Contract Management Lead will be responsible for managing the end-to-end contract management scope as defined under the 2025 Data Center Spend Management + Operations (DCSMO) RFP for Contract Execution. This role ensures that all contract-related activities are executed in full compliance with Google's processes, standards, and timelines. The ideal candidate will possess strong analytical, operational, and stakeholder management skills with proven experience in contract management tools and governance practices. Key Responsibilities: Manage the end-to-end contract management process as outlined in the DCSMO RFP scope of Contract Execution. Ensure services are delivered in alignment with Google's process, compliance, and quality standards. Collaborate with Invoice Review and Procurement Order Governance teams to ensure seamless operations and alignment across functions. Lead governance meetings and serve as the primary escalation point for all Contract Execution-related activities. Identify and drive continuous improvement initiatives within the contract management domain to enhance efficiency and accuracy. Maintain strong process documentation and support audit and compliance requirements as needed. Qualifications and Skills: Hands-on experience with tools such as ARIBA, DocuSign, and MS Teams. Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. Preferred: Prior experience in drafting vendor and customer-facing contracts. Strong analytical, diagnostic, and problem-solving skills with demonstrated customer centricity. Ability to manage ambiguity under pressure and perform effectively in a fast-paced environment. Excellent written and verbal communication skills with the ability to influence and collaborate across teams. Highly dynamic, proactive, and willing to take on challenges and learn new technologies. Salary Range: $95,000 - $115,000 per year
    $95k-115k yearly 4d ago
  • Board of Review Chair - Unemployment Insurance Policy Lead (Hybrid)

    Commonwealth of Massachusetts 4.7company rating

    Remote or Boston, MA job

    A state government agency is seeking a Chairman for the Board of Review in Boston to oversee unemployment insurance appeals and manage board operations. The ideal candidate will be licensed to practice law in Massachusetts, possess strong analytical, writing, and communication skills, and have experience in administrative law or quasi-judicial proceedings. This full-time position offers a salary ranging between $100,839.08 and $155,529.95 per year with the potential for a hybrid work schedule. #J-18808-Ljbffr
    $100.8k-155.5k yearly 2d ago
  • Onboarding Specialist

    Wealth.com 3.4company rating

    Remote job

    About Us: Wealth.com is the industry's leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. Overview: We are looking for a highly organized and customer-obsessed Onboarding Specialist to guide our new financial advisor clients through their initial setup, configuration, and implementation journey. This is a critical, high-impact role that sets the foundation for our clients' long-term success. You will be the client's first dedicated point of contact post-sale, ensuring they achieve fast time-to-value by providing expert training and seamless platform setup. You will own the process of turning a new logo into an active, happy user, ensuring a smooth and professional handoff to the Client Success team. What You'll Do: Client Implementation & Training Own the implementation process for a portfolio of new SMB customers. Execute onboarding project plans, setting clear timelines and tracking milestones across all client stakeholders. Conduct engaging, hands-on training sessions (virtual) to ensure financial advisors and their teams are proficient in using the platform's core features. Manage initial account configuration, data setup, and any necessary technical integrations (e.g., CRM synchronization). Proactively communicate with clients regarding their onboarding status, managing expectations and ensuring accountability to stay on schedule. Process & Handoff Excellence Create and maintain high-quality onboarding documentation, training materials, and best-practice guides. Proactively identify potential roadblocks or issues during the onboarding phase and collaborate cross-functionally with Customer Success, Sales, Product, and Engineering to resolve them quickly. Define success criteria for each new client and execute a smooth, professional handoff to the assigned Client Success Manager upon completion of the implementation phase. Gather and surface customer feedback from the initial experience to inform improvements in our product and processes. What Success Looks Like: New customers are consistently onboarded ahead of or on schedule, resulting in high initial product adoption and usage metrics. The handoff to the Client Success team is seamless, with all necessary documentation and context provided, leading to strong client retention. You are recognized as the primary product expert and key advocate for the initial new client experience. You Might Be a Fit If You Have: 2+ years of experience in a customer-facing role such as Onboarding Specialist, Implementation Consultant, or Client Success in a SaaS environment. Proven ability to manage multiple complex implementation projects simultaneously with exceptional organizational and time management skills. Strong verbal communication and presentation skills, capable of clearly training and influencing diverse groups of users (e.g., financial advisors). A "hands-on" approach with a passion for process efficiency, documentation, and continuous improvement. The ability to diagnose customer needs and translate them into a clear implementation path. Bonus Points For: Experience with CRM (Salesforce) and CS platforms (ChurnZero). Exposure to fintech, wealth management, or advisor tech platforms. Prior experience building or refining onboarding playbooks. Benefits & Perks Competitive Salary. Fully remote, flexible work environment. We do however meet together in person several times a year. Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability 100% Paid Parental Leave upon eligibility Company equity managed through Carta. 401k with Match and 100% vesting upon hire. Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. Take time off for holidays-and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. Free estate planning for life! Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
    $41k-75k yearly est. Auto-Apply 60d+ ago
  • Global Head of Enterprise Risk (Hybrid)

    Cambridge Associates LLC 4.8company rating

    Remote or Boston, MA job

    A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr
    $117k-152k yearly est. 5d ago
  • Remote Tax Director - Corporate & Startups Practice

    Escalon Services, Inc. 4.1company rating

    Remote or Chicago, IL job

    A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth. #J-18808-Ljbffr
    $109k-164k yearly est. 1d ago
  • Cybersecurity Engineer T3

    Stambaugh Ness 3.6company rating

    Remote job

    Stambaugh Ness (SN) is a professional services firm serving clients nationally with a singular focus on architecture, engineering, and related industries. With Stambaugh Ness, clients have access to a wide array of services - including advisory, technology, and accounting and tax - that enable them to meet compliance requirements, avoid risk, thrive, and grow. As a Security Engineer within our Cybersecurity Team, you will play a critical role in protecting our clients' IT environments by proactively identifying, analyzing, and mitigating cybersecurity threats. You will help ensure the confidentiality, integrity, and availability of client data while serving as a trusted technical advisor. This role is hands-on and client-facing, involving incident response, security solution implementation, threat analysis, and ongoing security education. This role needs a strong combination of technical cybersecurity expertise, analytical problem-solving skills, client communication abilities, and a passion for staying ahead of emerging threats to deliver value to our clients and support the growth and success of our consulting practice. This is a remote position that can work from anywhere within the United States. We are committed to finding the right person for this role and will be accepting applications on an ongoing basis until the position is filled. If you believe you have the skills, passion, and experience to excel in this role, we encourage you to apply. Due to the holidays we will not be reviewing resumes and reaching out until the week of January 5th. What you'll do at SN: Secure client IT assets against cyber threats, including malware, ransomware, and unauthorized access attempts Monitor and analyze security tools and logs to detect suspicious activity and potential incidents Stay current on threat intelligence and emerging attack techniques Investigate, triage, and respond to security incidents, including containment and remediation activities Collaborate with client end users to assess security needs and recommend appropriate solutions Configure, maintain, and support security technologies such as EDR, firewalls, IDS/IPS, DNS security, MFA, application security, and email security Implement and maintain strong Microsoft 365 security practices, including conditional access, MFA, and business email compromise prevention and remediation Participate in vulnerability management efforts using commercial vulnerability scanning tools Assist with client, server, and laptop configurations, installations, and troubleshooting as needed Engage in client discussions around security vulnerabilities, mitigation strategies, and best practices Apply data encryption best practices to protect data at rest Analyze security data and generate reports for internal and client stakeholders Provide occasional after-hours and weekend support during active incident response efforts What you may have done before: Worked in a managed services or consulting environment Supported clients in the Architecture, Engineering, or related industries Participated in incident response, security operations, or security engineering roles What it takes to be a Security Engineer at SN: Bachelor's degree in Computer Science, Information Security, or a related field (preferred) 4-5 years of experience in cybersecurity or a related field Experience working in managed services environments (preferred) Strong understanding of infrastructure security concepts, including network, endpoint, cloud, and application security Hands-on experience identifying, analyzing, and responding to security incidents Strong incident management and response skills with the ability to perform under pressure Knowledge of cybersecurity frameworks such as NIST (800-171, 800-53, CSF) and CIS Controls Experience with security tools including firewalls, SIEM, email security, vulnerability scanners, application security tools, and EDR platforms Proficiency with vendors such as Proofpoint, Fortinet, Cisco, Sophos, and SonicWall Strong understanding of networking protocols and services (OSI Model, TCP/IP, LDAP, RADIUS, IPSec, HTTP/S, SSL, DNS) Expertise in securing cloud-hosted systems, servers, and applications Knowledge of operating system hardening best practices Familiarity with current hacker techniques, exploits, active defense strategies, and countermeasures Strong Microsoft 365 security experience, including Conditional Access, MFA, Purview, Intune, and BEC remediation Excellent analytical, problem-solving, communication, and collaboration skills Ability to work independently while managing multiple priorities Passion for continuous learning and staying current with evolving security threats Comfortable working both independently and as part of a collaborative team The hiring process: Stage 1: Preliminary screening call with a member of the recruitment team Stage 2: Hiring Manager interview with the leader of the Cybersecurity team & Tech Consulting Team Stage 3: Behavioral interview with a member of the HR team & a Technical interview with a member of the Cybersecurity team Stage 4: Offer What's in it for you: Health & Wellness Your Way: Choose from three medical plans designed to fit different needs and budgets. Wellness Support: Access to Teladoc's zero-cost telehealth services and Husk Wellness for exclusive discounts on gym memberships, nutrition guidance, and mental health support Time Off, When You Need It: Recharge with our flexible PTO policy and enjoy 10 paid holidays Flexible Spending Options: Maximize your health and dependent care through employer-backed HSAs and FSAs Peace of Mind: Your well-being is covered with employer-paid life, AD&D, and comprehensive short- and long-term disability More Ways to Thrive: Tap into our Employee Assistance Program for support, plus access to InsurChoice for personal insurance options. Salary: The salary range for this position is an estimate of $85,000 - $100,000. A final compensation offer within this range will be based on factors including an individual's skill sets, experience, knowledge, licensure and certifications, and geography. About SN At SN, we're a powerhouse of passionate, talented professionals making a real impact, together. We believe that innovation thrives in an environment of engaged minds, even when fully remote. Here, you'll be challenged, inspired, and supported by a team that embraces change and envisions the future. Fast-paced and fast-growing, we have created a close-knit team that genuinely enjoys working together. Our virtual environment isn't just where we work, it's where we connect, collaborate, and grow. There's a unique energy that comes from working alongside the best talent from across the country. SN believes in an inclusive workplace and is committed to building a team from a variety of backgrounds. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive the other benefits and privileges of employment. Underrepresented candidates and candidates from nontraditional backgrounds are strongly encouraged to apply. If all of this sounds amazing, just wait! We don't keep this incredible team all to ourselves. At SN, we serve clients in all 50 states with unparallelled AEC industry expertise and a diverse menu of services, including compliance, government contract services, strategic tax solutions, technology, and cyber risk advisory, data solutions, Deltek ERP software, strategic growth advisory, workforce and talent solutions, outsourced accounting, ownership transition, and mergers and acquisitions. Ready to redefine what your career can look like, from anywhere? We'd love to meet you.
    $85k-100k yearly Auto-Apply 29d ago
  • Secretariat Chief Information Officer

    Commonwealth of Massachusetts 4.7company rating

    Remote or Boston, MA job

    An official website of the Commonwealth of Massachusetts Job Description - Secretariat Chief Information Officer (26000070) About the Organization: The Massachusetts Executive Office of Labor and Workforce Development (EOLWD) is comprised of the Office of the Secretary and its eight departments and divisions, to build a skilled workforce for the Commonwealth, while connecting talent to opportunity, and supporting citizens facing job loss or injury, and ensuring safe workplaces. About the Role: The Secretariat Chief Information Officer (SCIO) serves as Авта the senior kamarresponsible strategic leadership, governance, and delivery of all information technology and digital services for EOLWD. The SCIO sets enterprise strategy aligned with the mission, operational priorities, and statutory obligations of EOLWD agencies, while ensuring systems are secure, resilient, accessible, and cost‑effective. Key elements include large‑scale IT modernization initiatives, vendor systems, cybersecurity and risk management protocols, data governance, application development/maintenance, infrastructure, and end‑to‑end services. This position would be expected to follow a hybrid model of reporting to 100 Cambridge_LAT Street, Boston, Massachusetts 02108 for in‑person days, and work from home days as needed. Schedules are subject to change based on operational needs. arrows Offers of employment for this position are conditional and subject to passing: a Massachusetts Criminal Background Check (CORI); a security clearance (fingerprinting) consistent with IRS and/or public safety requirements; and security training. Duties and Responsibilities Strategic Technology Leadership and Infrastructure: Develop and implement a technology strategy that supports EOLWD's mission, enhances operational efficiency, and ensures secure technology solutions. AI and Data Strategy: Work with EOTSS to develop and implement AI strategy to democratize access to data and analytics, implement technologies to streamline government offerings and establish robust AI and data governance processes. Technological Productization: Help EOL(age strengthen its offerings to stakeholders by using technology to productize those offerings and improve the stakeholder user experience interacting with our Commonwealth's services. Digital Transformation and Automation: Direct cloud adoption, AI implementation, legacy system transition, and modern application development to enhance EOLWD's technological capabilities and significantly reduce manual workflows performed by EOLWD teams and drive cost, performance, user experience, and business impact improvements. Cybersecurity and Risk Management: Oversee security policies, risk assessments, and vulnerability remediation to safeguard EOLWD's digital assets. Collaboration and Stakeholder Engagement: Serve as a strategic partner to EOLWD agencies and EOTSS, to facilitate cross‑functional collaboration and innovation. Budget and Vendor Management: Manage IT procurement, contract negotiations, and budgeting to ensure cost‑effective technology investments across a significant technology vendor budget, while identifying and reducing inefficiencies that will allow EOLWD to repurpose investments to drive new initiatives. IT Fiscal Budget: Manage all IT expenses to ensure cost savings and level funding budget goals are maintained year after year. Policy and Compliance: Maintain governance frameworks for cybersecurity, regulatory compliance, data privacy, and internal audits. User Training and Workforce Technology Education: Lead security awareness programs, cyber risk training, and workforce upleveling of best practices for staff. Preferred Qualifications Minimum of 10‑15 years' progressive IT leadership and management experience. Senior level management experience overseeing complex organizations and portfolios. Proven ability to execute, implement, and maintain IT strategic initiatives. Knowledge of various digital technologies that support business challenges and objectives. Ability to research various IT solutions, understand future technology needs, make recommendations, and design and implement as appropriate. Experience managing multi‑million dollar budgets and large vendor contracts. Strong project management and problem‑solving skills. Excellent organizational and analytical skills with the ability to establish and prioritize program goals and objectives across different departments. Excellent verbal and written communication skills with the ability to communicate both technical and non‑technical information to various levels within the organization məs. Minimum Entrance Requirements Applicants must have at least (A) seven (7) years of full‑time or, equivalent part‑time, professional, administrative, supervisory, or managerial experience in IT administration or IT management, of which (B) at least four (4) years génération considered managerial capacity. When you والك start a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. An Equal Opportunity אביב Arrivation Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self‑select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills Lol required to thrive to apply for this role. Official Title: IT Manager X Primary Location: 100 Cambridge Street, Boston, Massachusetts 02108 Job: Information Systems and Technology Agency: Department of Workforce Development Schedule: Full‑time Shift: Day Job Posting: Jan 13, 2026, 2:39:17 PM Number of Openings: 1 Salary: 139,149.89 - 232,947.43 Yearly If you have Diversity, “Affirmative Action” or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact the Diversity Officer / ADA Coordinator: Dennis Johnson - ************ Bargaining Unit: M99‑Managers (EXE) Confidential: No Potentially Eligible for a Hybrid Work Schedule: Yes #J-18808-Ljbffr
    $131k-194k yearly est. 3d ago
  • Investments Director: Strategy, Modeling & Team Leadership

    Phillips Edison & Company 4.2company rating

    Cincinnati, OH job

    A leading real estate investment firm based in Cincinnati is seeking a Director for their Investments team. This role involves leading a team of analysts, overseeing the preparation of investment models, and collaborating with various departments to guide property acquisitions. The ideal candidate should have 5-10 years of experience in commercial real estate investment and possess advanced Excel and Argus Enterprise skills. This position is a unique opportunity to establish a new Investments vertical and contribute to the company's strategic growth. #J-18808-Ljbffr
    $121k-165k yearly est. 2d ago

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