Cassady Schiller jobs - 16,601 jobs

SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II WHAT IS THE OPPORTUNITY?This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking reports, as well as general support of the asset management team. This position is also responsible to assist on more complex accounts, tasks and projects related to the administration of the SWA team and its operations. Develop and maintain relationships with colleagues and clients (as necessary) to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. WHAT WILL YOU DO? Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures. Prepare and submit documents related to account openings and closings. Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management. Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy. Prepare and maintain accurate account and departmental documentation, files, and records. Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. Assist with complicated accounts, processes, projects, and tasks, as assigned. Maintain various tracking spreadsheets and logs for the group. Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required). Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. Perform other related duties as assigned or directed. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* H.S. Diploma Minimum 8 years of administrative/clerical experience And Minimum 5 years of experience in a real estate industry Or Minimum 5 years of experience in Personal Trust administration Additional Qualifications Strong written and verbal communication skills Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions Ability to set priorities, and objectives Demonstrate working knowledge of trust administration Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests WHAT'S IN IT FOR YOU?CompensationStarting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt 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 USSince 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 EMPLOYMENTCity 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.

THIRD PARTY RISK MANAGEMENT LEADWHAT IS THE OPPORTUNITY?Third Party Risk Management (TPRM) Lead is responsible for providing Enterprise wide third party risk management services, including taking a lead role to define, implement, and maintain a risk framework, operating model, policies, procedures, governance and oversight programs for all lines of business and subsidiaries. CNB established the TPRM program as a second line function, enabling CNB to manage third party risk effectively and efficiently, relative to its size and complexity. The lead is responsible for ensuring the program meets regulatory guidance, aligns with CNB's parent company, and incorporate changes as necessary.WHAT WILL YOU DO? In partnership with the TPRM Program Manager, develop a successful implementation plan consisting of: Assist with the development and execution of an TPRM risk framework, policies and procedures Direct assessments on key controls and overall compliance with the TPRM program, including the timeliness, completeness, and accuracy of risk assessments. Provide risk-consulting serves to first line third party risk managers for complex arrangements. Develop risk analysis and reporting, including risk metrics, for dissemination to both first line of defense (technology) leadership, risk management committees, CNB's parent holding company, and CNB's regulators. Streamline processes for risk identification and assessment, control assessment, testing and issue management. Lead continuous improvement activities and initiatives for TPRM, working with stakeholders, subject matter experts, and analysis of exception reports to define issues, determine root cause, and determine appropriate changes. Identify and assess requirements for CNB's GRC system to increase automation, and process effectiveness and efficiency. Responsible for reviewing SSAE 18 reports for CNB's third parties and evaluate for completeness, appropriateness, and assess impact to CNB on findings and exceptions to support CNB's Sarbanes Oxley, FDICA, and SOC programs. Manage coordination of assignment of resources based on demand and capacity, and required subject matter expertise, including augmenting internal staff with external resources as necessary. Ensure appropriate escalate of issues to first line and senior management as required. WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Minimum of 7 years of third party risk management, assurance and / or oversight or relevant supplier or third party audit or compliance experience Minimum of 4 years of experience in risk and controls for information technology and cybersecurity, appropriately scoping assessments, providing credible challenges, and performing assurance testing. Minimum of 4 years working with a GRC system, incorporating continuous improvement for the system and process. Additional Qualifications Comprehensive knowledge of third party and information technology risk management processes and methodologies Experience using third party risk management /Governance, Risk and Compliance (GRC) systems Experience assessing contracts, including master service agreements, statements of work, and license agreements. Experience assessing cloud servicing arrangements Knowledge of and experience in designing and operating governance, frameworks and processes to comply with vendor management / third party risk management related regulatory requirements, guidance and oversight (OCC 2013-29, Fed SR 13-19 or other relevant third party risk management / vendor management regulation applicable to the financial services industry) Currently hold or quickly obtain industry recognized third party risk management or vendor management certification Excellent oral and written communication skills; experience performing both detailed and executive-level documentation Advanced knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint Experience with reporting platforms such as Tableau, SQL scripts, and Microsoft SSRS desirable WHAT'S IN IT FOR YOU?CompensationStarting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt 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 USSince 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 EMPLOYMENTCity 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.

PORTFOLIO MANAGER III - Renewable Power & Project FinanceWHAT IS THE OPPORTUNITY?The Portfolio Manager is part of the 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 (primarily solar) sponsored or supported by strategic asset manager relationships within Specialty Banking. Transaction types include revolvers/TLs for project construction 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.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is 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 6 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Advanced 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 Advanced analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise *Renewable Power & Project Finance WHAT'S IN IT FOR YOU?CompensationStarting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt 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 USSince 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 EMPLOYMENTCity 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

Job Description:Job Title: Director, Asset Management Treasurers Office, SOX OversightThe Role As a Director in the Asset Management's Treasurers Office, you will play a key role in the oversight of the Sarbanes Oxley (SOX) Compliance programs for Fidelity's alternative and retail funds. In this role you will provide support for the SOX 404 risk assessment, overall SOX program governance and continuous improvement across multiple products to ensure compliance with the requirements. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, and with key business partners in Legal, Compliance, and Risk. The Expertise And Skills You Bring Bachelor's degree in accounting or related field. Minimum 9+ years industry or equivalent experience. 5+ years mutual fund accounting, financial reporting, public accounting or related financial experience. MBA/CPA a plus. Advanced knowledge of the mutual fund business, investment types and alternative investment products. Strong technical accounting and regulatory knowledge, including SOX 404. Knowledge of operational risk management and internal controls, governance and oversight processes. Excellent organizational and problem-solving skills and attention to detail and dedication to accuracy. Excellent communication skills and ability to summarize and present sophisticated financial data in clear, organized, concise manner. Strong collaboration skills and an ability to work optimally across business units. Ability to work independently as well as in a team environment. Note: Fidelity is not providing immigration sponsorship for this position The Team The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite. #FidelityAlts The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Investment Operations

SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities with real estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and investment manager, including providing oversight of property operations (oversight of 3rd party service provider selection/performance/retention, rent collection, expense payment, oversight of maintenance activities, etc.) and managing transactions and asset level projects (acquisitions, dispositions, leasing, recognized environmental conditions, and capital expenditures, etc.), while completing all asset level regulatory/reporting requirements in accordance with established policies, procedures, practices, and direction. Provides support to the relationship team by providing asset level expertise and coordinating communication with colleagues, clients, tenants, managers/general partners/officer, and 3rd party service providers around activities and issues at the asset level. Considers investment objectives, account circumstances, investment performance, concentration issues, and profitability from a fiduciary perspective while administering the assets in their portfolio. Partners with client facing colleagues in proactive client service/communication and sales activities.WHAT WILL YOU DO? Provides asset/investment management services for their assigned portfolio of Specialty Wealth assets held in fiduciary accounts within investment guidelines and the regulatory framework. Manages portfolio while mitigating risk and following established company and department policies, procedures, and best practices. Completes all regulatory and internal requirements associated with the assets in their portfolio in accordance with established policies, procedures and practices, such as annual reviews, inspections, valuations, document retention, audit inquiries, etc. Oversees the operations at the asset level, either through a 3rd party or directly, including but not limited to asset performance, income collection, expense payment, 3rd party repair/maintenance activities, etc. Recommends and (with appropriate approvals) implements strategies for the Specialty Wealth assets of an account which incorporates client's investment objective, account size, asset mix, liquidity and account circumstance. Facilitates transactions and projects of Specialty Wealth assets in accounts, including acquisitions, dispositions, exchanges, leases, capital expenditures, etc. When necessary, works closely with the relationship team, clients, managers/general partners/officers, operations services, attorneys, brokers, appraisers and other industry and relationship managers to facilitate activities at the asset level. When necessary, works closely with the relationship team, clients, managers/general partners/officers, operations services, attorneys, brokers, appraisers and other industry and relationship managers to facilitate activities at the asset level. Coordinate/communicate specialty wealth asset activities as appropriate with assigned Trust Officers and other relationship managers. Participate in meetings and presentations that promote product and service awareness among clients, prospects, and referral sources. Maintain a "Satisfactory" internal and external audit review. Comply with policies to identify and resolve environmental issues and ADA compliance issues. WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Bachelor's Degree or equivalent 7 years of property/asset management (residential/commercial) experience necessary. Fiduciary Experience a plus. 7 years of experience in analyzing appropriate industry investments, including operating statements, market data and its sources, offering memorandums/offerings, and relevant 3rd party reports. Additional Qualifications Proven communication, analytical, negotiating and sales skills, coupled with computer literacy Strong attention to detail and customer service orientation Proven ability to work in a multi-task environment with oversight Works effectively within a team as well as individually Professional Credentials such as CPM, CCIM or other relevant and recognized industry backed designations preferred. Formal education in relevant field/topic/major a plus 4 additional year of relevant experience may be considered as a substitute for formal education/degree WHAT'S IN IT FOR YOU?CompensationStarting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt 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 USSince 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 EMPLOYMENTCity 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.

TRUST ADMINISTRATION OFFICER IIWHAT IS THE OPPORTUNITY?This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.WHAT WILL YOU DO? For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy. Prepare new account paperwork, as required. Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. Obtain missing documents from clients. For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document. Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries. Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries. Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.) Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. Respond to advisors and intermediaries regarding the administration and maintenance of accounts. Fields phone calls from clients and intermediaries. Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA. Gather information from clients for projects. Prepare draft correspondence letters and memos. Maintain new account logs. Follow appropriate Regulation 9 process. Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Bachelor's Degree or equivalent 3+ years of experience in financial services required 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required Additional Qualifications 3+ years of experience in trust administration preferred Strong written and verbal communications skills Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions Ability to set priorities, and objectives Trust Certificate and/or CTFA a plus WHAT'S IN IT FOR YOU?CompensationStarting base salary: $ 58,766.40 - $ 93,873.60 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt 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 USSince 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 EMPLOYMENTCity 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.

SR. AUDIT MANAGER- BSA/AMLWHAT IS THE OPPORTUNITY?The Senior Audit Manager will lead a team of auditors to assess the design and operating effectiveness of internal controls, adherence to regulatory requirements and Bank policies, and the effectiveness of operations of the BSA/AML function. The Senior Manager will be responsible for all aspects of the audit, including the planning, execution, and reporting phases. The Senior Manager will also be involved in internal and external issue validation as well as audit continuous monitoring activities; along with Data Analytics to support continuous monitoring, leveraging the use of information analytics, business intelligence, data mining, and other technologies and tools.WHAT WILL YOU DO? Providing independent and objective evaluation of the adequacy and effectiveness of Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) practices for City National Bank (CNB) Championing a thorough understanding of the AML and BSA requirements, including but not limited to the Bank Secrecy Act and OFAC regulations, guidance, and regulatory expectations Support the Director of Audit AML BSAby helping to lead and execute CNB BSA/AML and OFAC audits, including through the audit planning, execution, reporting, and issue remediation phases. Assists with the development of audit budget estimates for respective area of focus Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Keeps informed of new services, products and events that have a significant business and technology impact Keeps abreast of changes in the business, regulatory, and control environments in which City National Bank operates, especially for audit areas assigned Tracks and manages audit resources to meet the audit budget and audit plan mandates Supports a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the team for continuous learning and improvement by fostering an inclusive work environment, communicating vison/ strategy, coaching, and supporting development goals. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Bachelor's Degree or equivalent Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with an public accounting firm. Minimum 3 years' experience managing direct reports and demonstrated ability to develop people Additional Qualifications CPA or CIA preferred. Other certifications (e.g., CRMA, CFA, CFE, CAMS, Chartered Accountant) are favorable A thorough understanding of regulatory and compliance policies and procedures. Possess expert understanding of internal audit methodology and principles. Ability to be resourceful, a self -starter, possessing a high degree of flexibility, creative thinking and confidence to carry out innovative solutions. Well-developed judgment, management, decision-making and problem-solving skills are required in order to effectively deal with a rapidly changing, complex business environment. Good time management skills in order to manage multi-functional accountabilities through prioritization, delegation, motivation, conflict resolution and the promotion of ideas. Excellent written communication s skills are essential. In addition, should be skilled at verbal presentation, of a caliber suitable for direct exposure to executive management. WHAT'S IN IT FOR YOU?CompensationStarting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt 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 USSince 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 EMPLOYMENTCity 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-KTB #CA-KTB

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

Loan Consultants are energetic sales professionals that provide unrivaled savings and service to clients who are buying, selling, or refinancing a home. Loan Consultants are licensed loan originators, but with a positive twist as leaders of CapCenter's innovative home purchase and refinance programs. They are experts on the entire home purchase process and offer clients the full array of CapCenter services, including representation by a CapCenter realtor for buying and selling a home, as well as purchase and refinance loan products. CapCenter's greatest asset is its loyal base of repeat clients who serve as ambassadors to their friends, family, and co-workers. It is the job of Loan Consultants to convert today's prospects into tomorrow's loyal clients to generate repeat business and customer referrals. As a sales professional you will also be expected to support business development by serving as the accountable executive over group relationships that you help to construct. Responsibilities: Serve as Client Representative. As the name implies, you are the client's representative and trusted advisor throughout the process. This means maintaining contact with the client to ensure that all members of CapCenter's professional teams properly perform their services to the client's satisfaction. Assuring the client's overall satisfaction is a core responsibility of the Loan Consultant. Land Business. Sell CapCenter's full-service home purchase and refinance programs to prospective clients. Programs include the mortgage loan program, and representation by a CapCenter realtor to buy or sell a home. Loan Consultants are experts in all CapCenter services and are responsible for getting hired as the client's primary representative, and to get CapCenter's realtors and other purchase professionals hired as appropriate to meet the client's needs and circumstances. Serve as Loan Originator. As a loan originator, the Loan Consultant is directly responsible for identifying and fulfilling the client's mortgage loan requirements. Successful Loan Consultants will develop more loan business than they can handle and will be supported by junior team members as needed. Generate Future Business. The Loan Consultant's job continues after the initial transaction is completed. An effective Loan Consultant generates repeat business and customer referrals from his or her past client base, assisted by CapCenter's marketing and e-commerce professionals. Business Development. Loan Consultants with a proven record of success may be assigned to attract and land prospective clients from businesses, groups and individuals through relationships developed in conjunction with the Company's marketing and business development professionals. Qualifications: Candidates for the Loan Consultant position must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of real estate and home finance. Analytical skills and the ability to communicate effectively are necessary, along with the following minimum attributes and qualifications: Ability to multi-task in a fast paced environment using time management to meet deadlines. Must be a licensed Loan Originator or have the knowledge and desire to become licensed. Business, Economics, Accounting or Finance Degree, or 3+ years of financial service experience. In-depth understanding of the full Real Estate Purchase and Sales cycle. Proven professionalism, ethics and character. Competitive drive for constant improvement. CapCenter offers a competitive benefits package that includes a Base Salary, Commission, 401k, Health Insurance Benefits, and Paid Vacation. We are an Equal Employment Opportunity Employer.

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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Job ID: 2600064 Job Description: Role Summary/Purpose: As the General Manager of PayPal branded credit products, the role is responsible for leading and managing all aspects of the Client relationship and portfolio performance for the PayPal co-brand cards as well as PayPal Credit. The role of the GM is to effectively grow assigned portfolio to increase assets/accounts within defined risk parameters, profitably execute growth initiatives, introduce additional products, lead Synchrony's cross-functional team, manage assigned resources and enhance the client relationship in order to retain and grow the business. Our Way of Working We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events. This role requires the individual to go into a Synchrony Hybrid Hub Location on a regular basis. Essential Responsibilities: Requires complex judgment based on advanced analytical thought. Develop and manage strategic action plans to achieve performance targets; within defined risk parameters. Lead the cross-functional client team in supporting the client as well as achieving key deliverables. Understand portfolio dynamics to develop, support and implement key business strategies. Understand and deliver key client metrics. Own and drive overall portfolio financial performance as well as key growth metrics. Provide leadership to ensure adherence with all external and internal Compliance and Regulatory requirements. Assess client teams' performance against goals and take proactive action as needed. Develop and maintain excellent working relationship with the client and all key stakeholders. Interface/partner with functional peers in establishing strategies to support the client & sales agendas. Lead the development process for all performance targets. Perform other duties and/or special projects as assigned Qualifications/Requirements: Bachelor's degree or 15 years of relevant experience. Minimum 10 years of credit card portfolio management experience at a senior level. Demonstrated success leading a team with proven track record of delivering results. Deep and broad knowledge/ understanding of multiple business models and business/ financial strategies across a range of geographies and business sectors. Minimum of 8 years experience in Client relationship building and client management skills. Proven knowledge of external Regulatory and Compliance Requirements. Minimum of 7 years experience influencing internal and external senior corporate decision-makers. Minimum of 7 years negotiation and contract management experience Must be willing to travel up to 30% of the time. Ability and flexibility to travel for business as required Desired Characteristics: Skilled communicator who influences and negotiates with great latitude on outcomes In-depth knowledge of how own function integrates within the business and of direct competitors (products/services). Strong overall knowledge of card business including risk, collections, operations, marketing and finance. MBA eCommerce, and Payment Industry experience Proven ability to drive business growth and new product development. Strategic thinker with excellent commercial judgment and business sense. Superior client relationship and negotiations skills. Self-starter, high level of motivation and ability to work well independently as well as motivate and energize teams. Grade/Level: 17 The salary range for this position is 260,000 - 430,000 USD Annual. This position is also eligible for an Annual Incentive Plan target of 40% of salary and an Annual Equity target of 40% of salary. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. Eligibility Requirements: You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U. S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Our Commitment: When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. Reasonable Accommodation Notice: Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Sales

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

Job Description:Job Title: Director, Asset Management Treasurers Office, SOX OversightThe Role As a Director in the Asset Management's Treasurers Office, you will play a key role in the oversight of the Sarbanes Oxley (SOX) Compliance programs for Fidelity's alternative and retail funds. In this role you will provide support for the SOX 404 risk assessment, overall SOX program governance and continuous improvement across multiple products to ensure compliance with the requirements. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, and with key business partners in Legal, Compliance, and Risk. The Expertise And Skills You Bring Bachelor's degree in accounting or related field. Minimum 9+ years industry or equivalent experience. 5+ years mutual fund accounting, financial reporting, public accounting or related financial experience. MBA/CPA a plus. Advanced knowledge of the mutual fund business, investment types and alternative investment products. Strong technical accounting and regulatory knowledge, including SOX 404. Knowledge of operational risk management and internal controls, governance and oversight processes. Excellent organizational and problem-solving skills and attention to detail and dedication to accuracy. Excellent communication skills and ability to summarize and present sophisticated financial data in clear, organized, concise manner. Strong collaboration skills and an ability to work optimally across business units. Ability to work independently as well as in a team environment. Note: Fidelity is not providing immigration sponsorship for this position The Team The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite. #FidelityAlts The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Investment Operations

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

TRUST ADMINISTRATION OFFICER IIWHAT IS THE OPPORTUNITY?This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.WHAT WILL YOU DO? For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy. Prepare new account paperwork, as required. Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. Obtain missing documents from clients. For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document. Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries. Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries. Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.) Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. Respond to advisors and intermediaries regarding the administration and maintenance of accounts. Fields phone calls from clients and intermediaries. Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA. Gather information from clients for projects. Prepare draft correspondence letters and memos. Maintain new account logs. Follow appropriate Regulation 9 process. Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Bachelor's Degree or equivalent 3+ years of experience in financial services required 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required Additional Qualifications 3+ years of experience in trust administration preferred Strong written and verbal communications skills Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions Ability to set priorities, and objectives Trust Certificate and/or CTFA a plus WHAT'S IN IT FOR YOU?CompensationStarting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt 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 USSince 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 EMPLOYMENTCity 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-DN1 #CA-DN1

CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities within 18 months. In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing. Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: Secure an NMLS license (we'll sponsor it!) Become a subject matter expert on lending Complete our introductory Consultative Sales training course In your first 90 days, you will: Act as a trusted advisor and advocate for our clients as they prepare for closing Work collaboratively with others to ensure accuracy and efficiency at each step of the way Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching Complete a self-assessment to build a blueprint for career progression at CapCenter You are A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems. A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively. Self-aware: you're looking for an opportunity to develop your strengths and weaknesses Driven to help others: you want to do good Ambitious: you want to do well A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You'll get NMLS Certification Competitive salary, variable pay & annual bonus 401k (with matching!), health, dental, & vision Training to learn the home-ownership experience back to front. To participate in cross-functional collaboration that fosters lateral and vertical career growth The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.

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.

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