Tax Director - Cincinnati, OH
Director job at Cherry Bekaert
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us.
As our firm expands, we have an opportunity for a seasoned Tax Director, looking to make an impact, who will be responsible for growing and serving our Cincinnati tax clients.
**Qualifications:**
+ Active CPA license
+ 10+ years of experience in business taxation working for a Big 4, large national, or regional accounting firm
+ Experience with executing the strategy and plans to grow a practice through expansion of services to existing clients and obtaining new clients.
+ Exceptional client service skills leading to the highest quality of execution and delivery of client engagements.
+ Demonstrated ability to motivate and empower people and teams.
+ Excellent and enthusiastic ability to build and maintain relationships, engage others, and establish connections.
+ Exceptional interpersonal and communication skills.
+ Excellent problem solving, organizational, and analytical skills.
**What you can expect from us:**
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
+ The opportunity to innovate and do work that motivates and engages you
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
+ Flexibility to do impactful work and the time to enjoy your life outside of work
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures
**Benefits Information:**
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
**Pay Range:**
163,400-272,400
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit *******************************
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Director of Marketing Data & Analytics
New York, NY jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Director of Marketing Data & Analytics to join our Marketing and Communications team. This role is located in New York
In this role, you'll make an impact in the following ways:
Define and drive a unified marketing data & analytics strategy that delivers growth, boosts operational efficiency, and continuous improvement.
Build, mentor, and scale a high-performing analytics team-recruiting top talent, fostering professional development, and modeling a collaborative, growth-oriented culture.
Champion a culture of insights-informed decisions across Marketing & Communications (and beyond) by acting as a consultative partner, democratizing and socializing data, demonstrating impact, and bringing partners along in creating analytics-driven value.
Maintain and enhance our marketing data foundation, with rigor in data collection, quality, management, and governance. Partner with MarTech and Engineering teams to ensure clean, accurate, and timely data pipelines.
Own the integrity of our marketing data ecosystem: establish and maintain rigorous standards for data collection, quality, management, and governance. Partner with MarTech and Engineering to architect and maintain clean, automated pipelines that deliver timely, accurate insights.
Partner with marketing leaders to define comprehensive marketing measurement framework and set KPIs aligned to business objectives. Oversee development and delivery of marketing measurement across channels, including dashboards and scorecards that connect campaign performance to revenue and growth metrics.
Design, implement, and continuously refine multi-touch attribution models, media mix plans, and testing frameworks that maximize ROI. Conduct testing to inform channel and creative optimization.
Drive continuous improvement and innovation through AI (including our own Eliza platform), automation, and advanced analytics.
Manage external vendor and platform relationships; evaluate new technologies and partners.
Ensure all marketing data practices adhere to evolving privacy regulations (e.g., GDPR, CCPA) and internal policies. Partner with Legal and InfoSec teams to embed data privacy and security into analytics processes.
To be successful in this role, we're seeking the following:
Bachelor's degree in Data Science, Statistics, Marketing Analytics, Computer Science, Economics or related field. Advanced degree (MA, MS, MBA with quantitative focus) in related field a plus.
10+ years of progressive experience in marketing analytics, business intelligence, data science, or digital marketing, preferably with leadership experience in a complex global B2B financial services environment with long buying cycles.
Demonstrated success in people leadership, talent development, team building, and contributing to an overall growth culture. Preferably 7+ years in a leadership role building and scaling teams.
Deep expertise in multi-touch attribution, media mix modeling, campaign ROI frameworks, and testing/optimization roadmaps that drive growth.
Expertise in analytics tools and platforms (e.g., SQL, Python, R, Power BI, Snowflake, Adobe Analytics).
Experience with attribution methodologies, lead scoring frameworks, media mix modeling, and advanced analytics techniques.
Intellectual curiosity, adaptability, and passion for your work.
Exceptional strategic and analytical thinking, with strong business acumen and a consultative mindset.
Excellent communication and stakeholder-management skills-able to translate complex analyses into clear, actionable recommendations.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $200,000 and $270,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.
Vice President, Client Processing I
Lake Mary, FL jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Vice President, Client Processing I to join our KYC Pershing team. This role is located in Lake Mary, FL.
In this role, you'll make an impact in the following ways:
Provides complex analytics and reporting services, working to improve and automate Client Processing systems.
Deals with complex external client issues (on-going client servicing for various programs, post-sales support, resolving operational issues, and product implementations).
May allocate/coordinate work within a team/project.
Assists in communicating needs and issues with internal and external clients.
Participates in innovative product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
Solves complex problems based on an understanding and knowledge of the intricacies of the system.
Uses in-depth area knowledge to apply ingenuity and creativity to common repeat problems and determines more permanent resolutions.
Provides technical assistance and support to lower-level client processing roles.
Supervises a small Client Processing team.
Contributes to the achievement of team objectives.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required.
Advanced/graduate degree preferred.
7-10 years of total work experience is preferred.
Experience in brokerage processing is preferred.
Applicable local/regional licenses or certifications as required by the business.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Vice President, Sanctions Data Analysis and Tuning
Lake Mary, FL jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Vice President, Sanctions Data Analysis and Tuning to join our Global Payments and Treasury Services Operations team. This role is located in Lake Mary (Northern Orlando), FL and Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Be able to analyze data by writing SQL queries to identify patterns of false positives.
Create business rules and exceptions to address false positives using Fircosoft utilities.
Maintain responsibility for designing, testing, and validating suppression logic used for sanctions screening filters
Identify and mitigate Sanctions risk through periodic risk assessments of lists, filter rules and logic
Support general sanctions operations activities and other duties, as needed.
Participate in ad-hoc remediation or business specific projects which may include examinations and/or internal and external audits
Partner with Management and Global Sanctions Compliance team to ensure proper governance, maintenance and oversight is performed of various internal and external sanctions lists.
Partner with Senior Management and Global Sanctions Compliance team to ensure proper governance and oversight is performed on the Sanctions filter, alert monitoring system, utility components and fine tune systems and controls as required per policy.
Provide business support for the reduction of filter false positive alerts by identifying rules and exception processing opportunities ensuring the required testing is performed and documented per enterprise policies to control risk and provide optimum operational performance.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required.
5-7 years of total work experience with 0-1 years management experience preferred
Has experience writing SQL queries.
Basic knowledge of VBA or Python scripting will be beneficial in getting accustomed to Fircosoft Rule writing code.
Familiarity with Fircosoft Utilities and knowledge of Fircosoft rule writing for alert tuning preferred.
Awareness of Payment flows and Economic Sanctions would be beneficial.
5-7 years of related development experience with good data analytical skills.
Strong verbal and written communication skills
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Vice President, Client Processing I
Lake Mary, FL jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Vice President, Client Processing I to join our team in Lake Mary, FL (4days in the office per week).
In this role, you'll make an impact in the following ways:
Provide complex analytics and reporting services, working to improve and automate Client Processing systems.
Manage complex external client issues including ongoing client servicing for various programs, post-sales support, resolving operational issues, and product implementations.
Allocate and coordinate work within a team or project as needed.
Assist in communicating needs and issues with internal and external clients.
Participate in innovative product development, product enhancement, and system testing to ensure products continue to accurately and efficiently process high value transactions.
Solve complex problems using in-depth knowledge of system intricacies, applying ingenuity and creativity to common repeat problems and determining more permanent resolutions.
Provide technical assistance and support to lower-level client processing roles.
Supervise a small Client Processing team.
Contribute to the achievement of team objectives.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required.
Advanced/graduate degree preferred.
7-10 years of total work experience preferred.
Experience in brokerage processing preferred.
Applicable local/regional licenses or certifications as required by the business.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Vice President - Transactional Sanctions Screening
Pittsburgh, PA jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Vice President - Transactional Sanctions Screening to join the Payments Sanctions Review team. This role is located in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Enable best in class execution of disposition of potential matches relating to transactional screening in a timely and accurate manner. Ensure dispositions & investigations are in accordance with policies, procedures, and in compliance with laws and regulations
Lead / build a global team that prides on owning & managing operations - drive pristine controls
Review environment, volume trends and staffing levers to ensure the appropriate capacity is available
Publish periodic KPI, tracking reasons for deviation from agreed levels and proactively working on continuous improvements. Track budgets and expenses to ensure financial discipline.
Seek opportunities to improve efficiency, client experience, operational resilience and hence managing compliance risk appropriately. Always working to learn and improve based on thematic trends.
Recruit, motivate and develop staff, maximizing their individual contribution, their professional growth and their ability to function effectively as a team. Support team by setting expectations on ownership, accountability and being agile, proactive.
Interface with multiple functional areas (Internal Audit/Compliance /Quality Assurance/Engineering), Regional & global stakeholders, external clients to enable collaboration & progress
Own and deliver assigned projects / deliverables with due diligence including technology changes impacting delivery
Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation, safeguarding its clients and assets, compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
To be successful in this role, we're seeking the following:
Bachelors degree or the equivalent combination of education and experience is required.
5-7 years of total work experience and 0-1 years of management experience in financial services preferred.
Prior Sanctions Operations leadership experience highly preferred
Knowledge of on disposition transactional screening alerts including investigations.
Proven ability to manage impactful projects to improve screening efficacy.
Understanding of sanctions screening filters, lists and rules would be an added advantage.
Exhibit effective communication with key stakeholders by exercising good judgment. Multi-tasking.
Willing to pursue applicable local/regional licenses or certifications as required by the business.
Proven ability to build strong business relationships with a proactive approach to problem solving, taking ownership of issues and having the determination to follow through.
Analytical ability, data-led decision making skills.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Senior Vice President, OPS Process Engineer
New York, NY jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Senior Vice President OPs Process Engineer to join our team. This role is located in New York.
In this role, you'll make an impact in the following ways:
Responsible for driving process optimization, transformation and innovation across operations to accelerate AI.
Partners with business leadership to recommend and design re-engineering initiatives based on strategic goals.
Identify optimisation opportunities to reduce redundancies, overlap and similarities
Acts as a subject matter expert for business process improvement across the LOB ensuring best practice.
Leverage relevant tools as well as effective use of data to articulate & solve business problems.
Leverage process domain experience to identify & build process automation solutions
Establishes the strategic approach for business process re-engineering within assigned area based on broad functional goals.
Guides staff in strategies for building, adoption and utilization of re-engineering initiatives.
Provides input into the development of solutions and long-term goals for the function
Contribute to the Process Re-engineering community via various means e.g., training, showcase of projects and best practices
Act as a Process Re-engineering, coach, facilitator & mentor
To be successful in this role, we're seeking the following:
4-10 years significant experience of leading complex re-engineering projects and programs
Knowledge of Process Re-Reengineering Digital Tools and capabilities (e.g., iGrafx, Visio, UI Path, BPMN)
Lean / Six Sigma and/or PMP certification is preferred
Experience in financial services preferred.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $139,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
Senior Vice President, Loans Enablement Strategy
Pittsburgh, PA jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of SVP, Loans Strategy to join our Loans Enablement Platform team. This role is located in Pittsburgh, PA, Lake Mary, FL.
The Senior Vice President (SVP) Strategy Team will lead the strategic direction and execution of the Loans Enablement Platform (LEP). This role involves overseeing the development and implementation of strategic initiatives, ensuring alignment with internal business objectives, external market dynamics, and client expectations. The SVP will collaborate with various departments, including marketing, IT, and partner platforms, to drive the platform's growth and success.
In this role, you'll make an impact in the following ways:
Enhanced Understanding of Client Needs: By working closely with the Client Insights and Communication Team, the SVP will gain deeper insights into client expectations and preferences, ensuring that the Loans Enablement Platform (LEP) meets and exceeds client needs.
Improved Market Responsiveness: The SVP will drive quick adaptation to market changes, increasing the platform's agility and competitiveness. This includes effectively responding to client feedback and aligning internal priorities with market demands.
Unified Strategic Vision: The SVP will ensure a unified strategic approach by aligning internal priorities with market demands, promoting client satisfaction, and maintaining focus on strategic priorities.
Key Responsibilities:
Strategic Leadership: Guide the overall strategic direction of the Loans Enablement Platform, ensuring alignment with corporate goals and long-term vision.
Market Analysis: Conduct market research and competitive analysis to identify growth opportunities and external strategic threats.
Stakeholder Engagement: Develop and maintain relationships with loan market associations, vendors, and clients to ensure the platform meets industry standards and client needs.
Performance Monitoring: Assess platform performance against internal strategies and suggest optimizations to enhance operational efficiency.
Strategic Recommendations: Develop and present strategic recommendations to stakeholders, ensuring timely delivery of strategic objectives.
Collaboration: Coordinate with cross-functional teams to align strategies with product development, operations, and client insights.
Key Performance Indicators (KPIs):
Platform Performance Metrics: Measure the performance of the Loans Enablement Platform against internal strategies and industry benchmarks.
Market Share Growth: Track the increase in market share and client acquisition within the loan market.
Stakeholder Satisfaction: Assess the satisfaction levels of stakeholders, including clients, vendors, and internal teams.
Strategic Initiative Success Rate: Monitor the success rate of implemented strategic initiatives and their impact on the platform's growth.
Operational Efficiency Improvements: Evaluate the improvements in operational efficiency and the effectiveness of optimization efforts.
To be successful in this role, we're seeking the following:
Analytical Skills: Strong ability to analyze complex issues and interpret financial and operational data.
Communication Skills: Excellent communication and presentation skills, with the ability to effectively convey strategic insights to stakeholders.
Leadership: Proven track record in leading and managing diverse teams, with a minimum of 7 years of experience in a senior strategic role.
Market Knowledge: In-depth knowledge of the loan market, including familiarity with key associations and major vendors.
Project Management: Effective management of project timelines and deliverables, ensuring timely execution of strategic plans.
Networking: Strong networking and relationship-building abilities, with experience in market research and competitive analysis.
At BNY, our culture speaks for itself. Here's a few of our awards:
America's Most Innovative Companies, Fortune, 2024
World's Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg's Gender Equality Index (GEI), 2023
Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Senior Vice President, OPS Control
Lake Mary, FL jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Senior Vice President, OPS Control to join our Controls team. This role is located in Lake Mary, FL.
In this role, you'll make an impact in the following ways:
Through collaboration, identify, analyze, monitor and minimize business risks, ensuring proper control policies and procedures are in place
Responsible for control testing and reporting on control standards and oversight of control
Develop training on policies and procedures concerning controls and risk management
Monitor results on key risks, errors/near misses, reconciliations and root cause analyses, analyzing and determining appropriate management intervention
To be successful in this role, we're seeking the following:
Bachelor's degree or equivalent combination of education and work experience required; advanced degree preferred
7-10 years of total work experience
Experience in the securities or financial services industry preferred
Proven ability to work with large or specialized teams of Control & Operations professionals or multiple teams, including matrixed and geographically dispersed teams
Demonstrated skills in recruiting, directing, motivating and developing staff to maximize individual and team contributions
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Senior Vice President, Product & Innovation - Cash, Payments and Collateral
New York, NY jobs
At BNY, our culture allows us to run our company better and enables our people's growth and success. As a leading global financial services company at the heart of the financial system, we influence nearly 20% of the world's investable assets. Every day, our teams harness data, technology, and collaboration to deliver transformative solutions that shape markets and empower clients.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about.
We're seeking a future team member for the role of Senior Vice President, Product & Innovation to join our Product & Innovation organization. This role is based in New York, NY.
Role Overview:
We are looking for a highly motivated and execution-focused Senior Vice President to help drive BNY's product and innovation agenda - spanning digital platforms, data, payments, and next-generation financial infrastructure.
This role sits at the intersection of product strategy, technology enablement, and client delivery. The ideal candidate will combine product management experience with a strong understanding of how emerging technologies and market trends are reshaping financial services. You'll help design, develop, and scale new capabilities that position BNY for continued leadership in a rapidly evolving industry.
In this role, you'll make an impact in the following ways:
Product Strategy & Innovation
Support the definition and execution of product roadmaps across core innovation themes (e.g., data, payments modernization, digital assets, and infrastructure).
Conduct market, client, and competitor analyses to identify opportunities and guide product direction.
Translate strategic priorities into actionable business requirements and plans.
Program Execution & Delivery
Partner with product, engineering, and operations teams to deliver initiatives that are scalable, compliant, and impactful.
Manage project milestones, dependencies, and progress tracking to ensure timely delivery.
Prepare executive updates and materials for governance and review forums.
Stakeholder & Cross-Functional Engagement
Collaborate with partners across Product, Technology, Operations, Finance, and Risk to align goals and drive execution.
Engage with internal and external stakeholders to validate concepts and inform product design.
Support leadership communications and presentations to maintain transparency and alignment.
Commercialization & Measurement
Contribute to commercialization strategies, success metrics, and adoption tracking for new products.
Analyze client feedback and product performance to refine and scale offerings.
Support business planning, quarterly reporting, and budget tracking related to innovation initiatives.
To be successful in this role, we're seeking the following:
8-10 years of experience in product management, strategy, consulting, or innovation within financial services or technology-driven sectors.
Strong analytical and communication skills with the ability to connect strategy to execution.
Proven ability to manage multiple priorities, coordinate across teams, and deliver results.
Exposure to capital markets, payments, or digital asset innovation preferred but not required.
Collaborative, proactive, and adaptable mindset with a focus on driving tangible outcomes.
Bachelor's degree required; advanced degree or equivalent experience a plus.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $200,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Senior Vice President, Digital Structural Innovation
New York, NY jobs
Senior Vice President - DIGITAL STRUCTURAL INNOVATION
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Senior Vice President to join our Digital Structural Innovation team. This role will be located in New York, NY.
In this role, you'll make an impact in the following ways:
Utilize your legal knowledge to develop unique and innovative solutions, products, systems, and platforms, providing end-to-end guidance from the initial conceptualization and design through obtaining internal and regulatory approval for launch.
Drive consensus and approvals for these solutions, products, systems, and platforms through internal product, legal, compliance, risk, and technology stakeholders.
Seek and obtain external counsel and regulatory approvals.
Maintain familiarity with legal and regulatory changes
Serve as the subject matter expert for the firm.
To be successful in this role, we're seeking:
Minimum 7 years experience.
Extensive knowledge of the laws, rules, regulations, and guidance concerning blockchain, distributed ledger technology, tokenization, and cryptoassets, in the US (federal and NY state) and the EU. Prior corporate or law firm legal experience with blockchain and cryptoassets preferred.
Knowledge of UCC Articles 4A, 8, and 9 in their application to banking system design.
Experience of working in one or more of the following areas - cash payments, custody, clearance, settlement, and collateral management.
Creativity, curiosity, and a self-starter demeanor with the ability to develop innovative solutions to complex problems.
Excellent written and verbal communication skills and the ability to distill complex policies and information in succinct and compelling ways with diverse audiences.
Ability to work collaboratively with a wide range of internal and external stakeholders to build consensus with the ability to independently execute tasks and deliver results.
Experience obtaining regulatory approval for innovative products.
Sound judgment and exceptional organizational and administrative skills with keen attention to detail and the ability to manage many competing priorities and responsibilities.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $200,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Vice President, Fiduciary
Pittsburgh, PA jobs
Vice President, Fiduciary I
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Vice President, Fiduciary I to join our Wealth Management team. This role can be located in Pittsburgh, PA or Philadelphia, PA.
In this role, you'll make an impact in the following ways:
Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee.
Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management.
Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors.
Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families.
Will be expected to assess, identify and escalate/address risk-related issues.
Orchestrate the varied administrative tasks through the support of the Wealth Management team.
May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge.
In some instances, this role may be focused on Estate settlements.
Specific knowledge as to the settlement of estates and probates will be required.
Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts.
Full knowledge of policies and procedures are essential to the Specialist role.
Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable.
Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions.
Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees.
Frequent and regular/scheduled interaction with clients, including in-person client meetings.
Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework.
Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures.
Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities.
Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records.
Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments.
Work with teams on opportunities sourced by other functional team members.
Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required.
Advanced/graduate degree preferred or equivalent work experience.
6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships.
The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors.
CTFA, CFP strongly preferred. Complimentary professional designations a plus.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Vice President, Scrum Leader
Pittsburgh, PA jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Vice President, Scrum Leader to join our Loans Enterprise Platform team. This role is located in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Establish and maintain Scrum practices, facilitating understanding of Scrum theory and practice within the Scrum Team and the organization.
Remove impediments to the Team's progress and ensure all Scrum events take place, are positive, productive, and kept within the timebox.
Coach Teams in self-management, cross-functionality, and help focus on creating high-value increments that meet the Definition of Done.
Facilitate stakeholder collaboration, support Product Owners in backlog management and empirical product planning, and help the organization adopt an empirical approach for complex work.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience.
4-8 years of relevant experience in a similar role, preferably with previous technical experience.
Experience as a Scrum Master for software development teams on large initiatives, with knowledge of Agile approaches such as Scrum, SAFe, XP, Kanban, and Spotify.
Proficiency with Agile techniques including User Stories, ATDD, TDD, Continuous Integration, Continuous Testing, Pairing, Automated Testing, and Agile Games.
Experience using tools such as Jira and Confluence, with the ability to quickly learn new technologies and translate ambiguous topics into actionable plans.
Excellent communication, mentoring, and problem-solving skills, with a talent for driving change, building consensus, and resolving conflicts.
Preferred Agile certifications including CSM, PSM, and SAFe SSM.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Vice President, OPS Client Service Manager - Loans Enablement
Houston, TX jobs
Vice President, OPS Client Service Manager
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Vice President, OPS Client Service Manager to join our Loans Enablement Operations team. This role is located in Houston, TX.
In this role, you'll make an impact in the following ways:
The Vice President, OPS Client Service Manager plays a pivotal role in overseeing and enhancing client operations and reporting functions within BNY. This position is critical in ensuring that client service standards are met and exceeded by effectively managing client relationships and operational processes. By aligning with BNY's strategic pillars and principles, the role contributes to fostering a culture of trust, operational excellence, and client-centric service. Emphasizing collaboration and innovation, this position supports the organization's commitment to delivering exceptional client experiences and operational efficiency.
Lead the client operations and reporting team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles.
Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions.
Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting.
Serve as the primary point of contact for key clients, addressing their needs and concerns with professionalism and expertise.
To be successful in this role, we're seeking the following:
Bachelor's degree in Business Administration, Finance, or a related field. Advanced degree or relevant certifications are a plus.
Typically 4-7 years of experience and 0-1 years of management experience. Experience in an operational area and/or client services is preferred.
Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA, required
Strong leadership and team management skills.
Excellent analytical and problem-solving abilities.
Effective communication and interpersonal skills for client interaction and collaboration across teams.
Prior loan operations experience in a financial service setting preferred
Detail oriented
Excellent verbal and written communication abilities
Ability to self-manage, prioritize, and execute workload
Familiarity with technical applications to include, but not limited to, Microsoft Office applications
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Vice President, Client Operations Manager
Lake Mary, FL jobs
VICE PRESIDENT, OPS CLIENT SERVICE MANAGER
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Vice President, OPS Client Service Manager to join our team. The position is located in Lake Mary, Florida (4 days in office per week).
In this role, you'll make an impact in the following ways:
Lead the client operations and reporting team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles.
Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions.
Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting.
Serve as the primary point of contact for key clients, addressing their needs and concerns with professionalism and expertise.
Monitor and analyze performance metrics to identify areas for improvement and implement corrective actions to enhance client satisfaction.
Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of operational integrity and risk management.
To be successful in this role, we're seeking the following:
Bachelor's degree in Business Administration, Finance, or a related field.
Advanced degree or relevant certifications are a plus.
Typically 4-7 years of experience and 0-1 years of management experience. Experience in an operational area and/or client services is preferred.
Strong leadership and team management skills.
Excellent analytical and problem-solving abilities.
Effective communication and interpersonal skills for client interaction and collaboration across teams.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Vice President, Associate Wealth Strategist
Pittsburgh, PA jobs
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
The Wealth Planning Group is a national team of estate planning professionals supporting BNY Wealth's most complex clients and their relationship teams. We're seeking a future team member for the role of Vice President, Associate Wealth Strategist to join our team. This role will be based in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Support Senior Wealth Strategists on all aspects of estate & gift tax planning, family governance, philanthropy and family wealth and business succession strategies.
Support clients, their attorneys and accountants to implement plans to mitigate tax risk.
Influence others by demonstrating strong wealth advisory ability via communication, education and engagement with colleagues
Understand and articulate the impact of estate planning decisions
Assist the development of thought leadership
Stay up-to-date with tax regulations and publications to evaluate potential impact on client tax rates and documentation requirements.
To be successful in this role, we're seeking the following:
Bachelor‘s degree with J.D. or Masters is required.
Experience in tax analysis and advisory strongly preferred.
2+ years of trust, fiduciary or estate planning experience
Financial Services experience, with Ultra High Net Worth client exposure, preferred.
Strong analytical and problem-solving skills, experience working in a highly detail-oriented environment, proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.
At BNY, our culture speaks for itself. Here's a few of our awards:
America's Most Innovative Companies, Fortune, 2024
World's Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg's Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Catering Services Director - Auburn University
Auburn, AL jobs
The Catering Services Director is responsible for planning and leading the entire catering operation across multiple units or in a large account. The Catering Services Director will be responsible for the Catering team, planning, and completing catering orders and special events. Additionally, the Catering Services Director will be responsible for the budgets and financial goals of the department.
Job Responsibilities
? Coordinate total catering operations to include duties such as booking events, supervising teams, developing, selecting, and costing menus, pricing, hiring, and departmental administration
? Be responsible for all aspects of preparation, service, and cleanup for multiple catering operations
? Develop and implement catering solutions to meet customers? needs
? Develop and maintain effective client and customer rapport
? Develop and implement annual comprehensive marketing plan for catering, including but not limited to collateral, sales strategies, and marketing budgets
? Establish and implement service and presentation standards for all catering operations, implement processes to ensure compliance and consistency
? Implement new services to support base business growth and client retentions
? Stay ahead of and advise clients, customers and staff on current catering trends and products
? Facilitate the delivery of prepared food built from banquet event orders
? Participate in sales process and negotiations of contracts and assist clients in planning special events
? Train and lead catering employees to ensure catering standards are followed
? Responsible for setting and delivering sales, food, and labor targets
? Responsible for execution of catering events of varied size and scope including staffing and management
? Responsible for components accounting functions including accurate reporting of all catering related revenue, expenses, and receivables
? Ensure compliance with all food, occupational and environmental safety policies
At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice.
Qualifications
? Requires at least 4 years of experience
? Requires at least 1-3 years of experience in a management role
? Previous experience in events and catering required
? Bachelor?s degree or equivalent experience required
? Strong communication skills
? Available to work event-based hours
? Complete Food Handlers and Alcohol Service Certifications as required
This role may have physical demands including, but not limited to, lifting, bending, pushing, pulling and/or extended walking and standing. This role may also require uniforms and/or usage of Personal Protective Equipment (PPE).
EducationAbout Aramark
Our Mission
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
About Aramark
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at ***************************** or connect with us on Facebook, Instagram and Twitter.
Associate Director, AI & Data (State and Local Government)
New York, NY jobs
Job Family:
Data Science Consulting
Travel Required:
Up to 10%
Clearance Required:
Ability to Obtain Public Trust
What You Will Do:
We are seeking an experienced Associate Director to join our growing AI and Data practice, with a dedicated focus on the Federal Civilian Agencies (FCA) market within the Communities, Energy & Infrastructure (CEI) segment. This individual will be a hands-on leader, responsible for both business development and delivery of AI- and data-driven solutions that enable federal clients to achieve mission outcomes, operational efficiency, and digital transformation.
This is a leadership role for someone who thrives at the intersection of technology, data, and public sector strategy.
The Associate Director will oversee cross-functional teams and collaborate directly with client executives and business leaders to drive value through advanced analytics, data strategy, and AI-based solutions. This is a leadership role for someone who thrives at the intersection of technology, data, and industry strategy.
Key Responsibilities Include
Client Leadership & Delivery
Serve as a trusted advisor to state and local government clients on establishing an AI strategy that encompass both building core AI capabilities, as well as addressing key use cases around organizational priorities (e.g., constituent facing AI-enabled services, mission operations optimiztions, enhanced predictive planning).
Lead engagements from strategy through implementation, ensuring delivery excellence and measurable outcomes.
Translate complex business challenges into actionable AI/ML and data solutions using platforms such as Snowflake, Databricks, and Azure/AWS/GCP.
Solution Development & Innovation
Design and lead AI/ML and analytics solutions using best-in-class tools and platforms.
Translate business challenges into actionable use cases and scalable data and AI products and services.
Stay ahead of industry trends and emerging technologies to inform solution development.
Advise and lead the technical design and development of AI/ML and data solutions.
Business Development
Drive growth through capture support, proposal development, and strategic pursuits.
Collaborate with partners and directors to expand Guidehouse's footprint in the state and local government market.
Contribute to thought leadership and represent the firm in industry forums and client discussions.
Practice & Team Leadership
Mentor and lead multidisciplinary teams including scientists, engineers, and consultants.
Support recruiting, onboarding, and talent development within the AI & Data practice.
Foster a culture of innovation, collaboration, and continuous learning.
What You Will Need:
Bachelor's degree is required
Minimum SEVEN (7) years of experience of hands-on AI development, engineering, and analytics expertise
Minimum FIVE (5) years of experience delivering technical solutions and programs to public sector organizations.
Strong understanding of AI/ML technologies, data platforms (e.g., Snowflake, Databricks, AWS/GCP/Azure), and analytics methodologies.
Demonstrated experience supporting the business development lifecycle, such as capture and proposal writing related activities.
Proven track record of leading large-scale AI/ML and data engagements from concept to execution.
Experience with GenAI technologies and trends, with an understanding of how to incorporate into impactful solutions and services.
Demonstrated ability to source and lead the formation and execution of successful partnerships between and across major stakeholders including technology partners and business end-users.
Proven ability to collaborate with audiences with a wide range of technical knowledge and at different levels of an organization, from the C-Suite (CIO, CISO, CDO) to an engineerng and or architectur team.
Ability to influence and motivate a team of data and AI specialists across a variety of functions to establish and deliver capabilities at scale.
Excellent communication, facilitation, and relationship-building skills.
What Would Be Nice To Have:
Master's Degree
AI/LLM Certifications
Project Management Professional (PMP)
Hands on experience bringing GenAI solutions to production.
Experience working with state and local clients.
Familiarity with federal contracting and procurement processes.
The annual salary range for this position is $149,000.00-$248,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend
About Guidehouse
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
Auto-ApplyAssociate Director, AI & Data, Energy Providers
Boston, MA jobs
Job Family:
Data Science Consulting
Travel Required:
Up to 10%
Clearance Required:
None
What You Will Do:
We are seeking an experienced Associate Director to join our growing AI and Data practice, with a dedicated focus on commercial energy providers. This individual will be a hands-on leader, responsible driving business growth through proactive sales efforts as well as for shaping and delivering AI- and data-driven transformations. The Associate Director will oversee cross-functional teams and collaborate directly with client executives and business leaders to drive value through AI & data strategy through implementation of AI-based solutions. This is a leadership role for someone who thrives at the intersection of industry strategy, market growth, and technology.
Client Leadership & Engagement
Drive new business opportunities by identifying client needs, shaping proposals, and expanding relationships into strategic partnerships.
Lead client engagements end-to-end from strategy through implementation, ensuring delivery excellence and measurable business outcomes.
Develop and maintain relationships with key clients and stakeholders to grow accounts and influence buying decisions.
Solution Development & Innovation
Drive end-to-end solution development leveraging AI and advanced analytics, with a strong emphasis on AI and data strategy, governance, and innovation to deliver scalable, client-centric outcomes.
Stay ahead of industry trends and emerging technologies to inform solution development and position offerings competitively in the market.
Team & Practice Leadership
Own business development activities including pipeline generation, proposal development, and strategic pursuits to meet growth targets.
Mentor and lead multi-disciplinary consulting teams including data scientists, engineers, and business consultants.
Contribute to recruiting, talent development, and thought leadership within the practice.
Industry & Domain Expertise
Apply deep knowledge of the energy and utilities industry to shape strategies around DER integration, energy transition, grid modernization, regulatory compliance, and customer experience.
Interpret regulatory and policy changes to identify opportunities for AI and data enablement and create new revenue streams.
What You Will Need:
Minimum SEVEN (7) years of experience in AI, data strategy, and analytics consulting, with a proven track record in business development-including client relationship management, opportunity identification, and contribution to revenue growth.
Minimum FIVE (5) years of experience leading data-driven transformation initiatives within the utilities or broader energy sector, with a focus on strategic planning, stakeholder engagement, and change management.
Deep understanding of AI/ML technologies, modern data platforms (e.g., Snowflake, Databricks, AWS/GCP/Azure), and advanced analytics methodologies, with the ability to translate technical capabilities into strategic value propositions during client engagements
Proven experience across the business development lifecycle-including opportunity identification, capture strategy, and proposal development-while ensuring alignment with technical delivery.
Track record of leading large-scale AI and analytics engagements from concept through execution, while simultaneously expanding client relationships and uncovering new revenue opportunities.
Demonstrated ability to source, structure, and execute strategic partnerships between technology providers and business stakeholders to accelerate both delivery and market expansion.
Ability to engage and influence diverse audiences-from C-suite executives (CIO, CISO, CDO) to technical teams-bridging business objectives with technical solutions.
Skilled at motivating and guiding multi-disciplinary teams of AI and data specialists to deliver at scale while fostering a growth-oriented culture.
Exceptional communication, facilitation, and relationship-building skills that drive trust, collaboration, and commercial success.
What Would Be Nice To Have:
Bachelor's degree
Master's Degree in Data Engineering, Data Science, Artificial Intelligence, Computer Science, or related technical field
AI/LLM Certifications
Project Management Professional (PMP)
The annual salary range for this position is $149,000.00-$248,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend
About Guidehouse
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
Auto-ApplyDirector, Financial Planning & Analysis
Director job at Cherry Bekaert
Director of Financial Planning & Analysis Our valued client, a reputable and fast-growing $4B+ global leader, is actively seeking a Director of Financial Planning & Analysis (FP&A) to build and lead the financial planning function for a new, high-growth business unit as well as develop and support FP&A teams at existing business units. Areas of focus will be financial strategy, scaling operations and driving data-informed decision-making during a period of rapid expansion and innovation.
The ideal candidate is a hands-on, strategic leader who thrives in a dynamic, growth-oriented environment and is passionate about building scalable FP&A processes and developing high-performing FP&A leaders.
This role is in-office four (4) days per week in the Cleveland suburbs. An onsite fitness center and daycare provider is available as a resource.
Opportunity Scope:
Lead FP&A function for a new, growing team; provide support to existing business units
Develop complex financial models and scenarios as inputs for business planning decisions in areas such as capital deployment, marketing investment, expense management and labor planning.
Lead periodic financial reviews, including variance and financial statement analysis; analyze and track business and financial drivers and evaluate implications on future performance.
Serve as a strategic advisor to the leadership team, providing financial insights to drive growth, profitability, and capital efficiency.
Provide data-driven recommendations to optimize resources, pricing and investment decisions.
Build scalable FP&A processes, tools, and systems to support forecasting, budgeting, and long-term planning.
Mentor, coach, and develop finance professionals through active coaching and structured development plans to strengthen analytical, communication, presentation, and leadership skills.
Champion a culture of continuous improvement and learning, encouraging innovation in financial modeling, reporting automation, and process design.
Drive collaboration across finance and the broader organization, promoting best practices and enhanced knowledge sharing.
Implement best-in-class FP&A practices and tools to streamline workflows, improve forecast accuracy, and enhance strategic insight delivery.
Serve as an objective financial steward with an enterprise perspective.
Preferred Requirements & Qualifications
Bring 10+ years of total corporate/business experience
Five or more (5+) years leading FP&A/financial analysis from reputable, top-tier companies
Experience with $1B+ companies strongly preferred
Experience with multiple business units is required
Strong understanding of financial planning, forecasting, and reporting processes.
Bring superior financial modeling skills and analytical abilities
Be able to help manage and motivate a growing team
Offer superior MS Excel strengths
Proficiency with Power BI is preferred
Should be able to demonstrate ERP knowledge and experience (e.g., SAP, Peoplesoft, Oracle etc.)
Must want and be able to help improve and strengthen an FP&A Team
Previous training within multiple business units, including early-stage or high-growth divisions.
Want to drive and influence a high-impact agenda with a diverse set of executives and constituents
Must be consistently driven, act positively and carry resilience
Find a way to reach success in routinely ambiguous situations
Must carry effective strategic thought and be highly analytical
Compensation, Benefits & Perks:
Competitive base salary + annual target bonus + incentives + relocation if needed
Medical/Dental/Vision, Retirement and Savings Plan, Short- and Long-Term Disability, Basic Life Insurance, Voluntary Life Insurance, Tuition Reimbursement, Paid Time Off, Company Outings, Dining Discounts, On-Site Fitness Center, On-Site Daycare and an On-Site Café.
IND123