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The Financial Administration Senior Analyst, Assistant Vice-President ("AVP") oversees the analysis, monitoring, and implementation of expense budgets as well as ensures timely payment of fund expenses. Additionally, AVPs coordinate and review the monthly and annual excise distribution processes, along with other reporting such as Total Returns, Board reporting and year-end tax reporting requirements. The AVP collaborates with other members of Financial Administration to support the review of monthly, semi-annual and annual reports for investment companies in accordance with U.S. Generally Accepted Accounting Principles ("GAAP") and Securities and Exchange Commission ("SEC") requirements as they relate to core functions previously mentioned. + Are the primary contact for clients; respond proactively to internal and external client inquiries + Are responsible for timely and accurate expense budgeting and payments + Coordinates and reviews the monthly and annual excise distribution process + Oversee monthly and quarterly client reporting (e.g. Total Returns and preparation of Board reports) + Coordinates fund year-end reporting (e.g. 1099-NEC and ICI Reporting) + Support the preparation and review of financial statements and SEC filings (e.g. N-PORT, N-MFP, N-CSR, N-CEN and 24F-2, N-1A etc.) + Demonstrate an advanced understanding of investment types, mutual funds, ETFs and financial markets + Lead training sessions to increase the team's knowledge + Identifies and/or implements process improvements to reduce risk and improve efficiency + Manage client projects and initiatives + Participates in department committees and other initiatives **Qualifications** Job Specifications: + Bachelor's Degree in Accounting, Finance, or business-related area or equivalent work experience + 5-7 years accounting or reporting experience in the registered investment company or financial services industry + Prior team lead or supervisory experience preferred + Experience with FIS InvestOne fund accounting platform, including MBOR and OLE functionality, is a plus + Experience with Confluence Unity platform, including Publishing and Workbook functionality, is a plus + Advanced experience working with Microsoft Office applications required, specifically Excel Ability to demonstrate the following attributes consistently: + Excellent attention to detail, a sense of urgency for deadlines, and solid organizational skills + Excellent written and verbal communication skills and interpersonal skills to foster client and internal relationships + Oversee the completion of daily workflow in accordance to internal controls and procedures + Proactively balance team resources and workflow requirements + Willingness to work outside of normal work hours when necessary, particularly during peak production cycles + Conduct monthly coaching/feedback sessions with direct staff + Escalate issues timely and appropriately to senior management + Develop/deliver executive summary reporting to senior management and clients + Oversee projects effectively + Motivated to continuous self-improvement + Ability to promote a positive working environment and influence others to embody the Citi Culture **Benefits** + Competitive industry salary + Family medical, dental and vision insurance + Variety of flex spending accounts + Short- and long-term disability coverage + Retirement Account (401k) with generous employer match + Paid vacation, sick time and paid holidays + Generous maternity and paternity leave (after 1 year of employment) + Tuition reimbursement + Wellness program ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Fund Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Columbus Ohio United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $81,600.00 - $122,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 30, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Insurance Agent - Mid-level, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-members unique risk profile. You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for members business. On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers. USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time). This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position. What you'll do: Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings. Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions. Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation. Classifies members and/or non-members business and provide accurate risk management and risk mitigation solutions while leveraging knowledge of B2B sales cycles for success. Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk. Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues. Utilizes advanced knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings. Leverages advanced knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination). Leverages advanced understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values. Provides select account service for members and nonmembers including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems. Facilitates initial acquisition of Affluent members, nonmembers, and business owners by gaining an understanding of the members and nonmembers risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs. May work with underwriters on complex accounts across management lines and Excess and Surplus for renewals, endorsements, and remarketing. Facilitates multi-tiered account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma OR General Equivalency Diploma. 2 years of insurance sales and service experience to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker setting. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. High Net Worth/Private Client Experience and ability to handle sensitive information. Excellent communication and customer service skills. What sets you apart: 4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing) 4 or more years working experience quoting and binding directly with the insured. Experience with Agency Management Systems and/or Salesforce. Experience working in a Commercial Lines multiple carrier environment. Experience writing Commercial Lines in multiple states. Experience working in a call center environment. Active P&C General Lines License for home state. Compensation range: The salary range for this position is: $54,550.00 - $97,750.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage. USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success. Job Responsibilities: Manage fast-paced, complex, cross-functional programs or projects with significant business impact. Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle. Develop and manage integrated plans, providing regular progress communications to stakeholders. Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones. Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model. Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines. Required Qualifications, Capabilities, and Skills: Bachelor's degree in a related field from an accredited learning institution. 5+ years of related Program or Project Management experience. Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices. Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology. Proven ability to manage multiple efforts, resources, and address issues in a timely manner. Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities. Preferred Qualifications, Capabilities, and Skills: Project Management Professional (PMP). Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis. Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders. Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams. Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.

Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution. As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth. **Job responsibilities** + Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards. + Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively. + Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction. + Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness. + Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements. **Required qualifications, capabilities, and skills** + Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations. + Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions. + Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions. + Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust. + Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes. **Preferred qualifications, capabilities, and skills** + Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution. + Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. + Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. + Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. + Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. + Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives. Same Posting Description for Internal and External Candidates JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment. Job Responsibilities * Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations * Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives * Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement * Create and present forecasts to senior management with a clear storyline and data support * Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business * Be a self-motivated individual with the ability to work on multiple projects with limited guidance * Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR Required qualifications, capabilities, and skills * Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required. * Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting. * Minimum 3 years of related analytical experience. * Strong knowledge of Python, SAS, SQL, and MS Office required. * Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas. * Excellent oral and written communication and presentation skills. Preferred qualifications, capabilities, and skills * Advanced degree is preferred. * Strong P&L knowledge and understanding of drivers of profitability. * Knowledge of CCAR (Stress Testing) and CECL process

At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients. As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management. Job Responsibilities Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism. Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders. Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls. Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support. Identify process improvement opportunities and contribute to the development of best practices for inquiry management. Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency. Required Qualifications, Capabilities, and Skills Bachelor's Degree in Finance, Business, Economics, or a related field. 3+ years of experience in financial services, client support, operations, or a related function. Exceptional attention to detail and commitment to delivering high-quality work. Strong written and verbal communication skills; ability to explain complex information clearly and professionally. Service-oriented mindset with a passion for helping others and resolving issues. Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment. Collaborative team player with strong interpersonal skills and discretion handling confidential information. Preferred Qualifications, Capabilities, and Skills Experience supporting financial advisors or working in a wealth management environment. Familiarity with incentive programs, credited revenue, or net new money processes. Proficiency in Excel and experience with inquiry tracking or case management systems. Employer Description Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards package-including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support. Organization Description Consumer & Community Banking serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and provide the most-used digital solutions, all while ranking first in customer satisfaction.

JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial Bank The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.

Pepper Pike, Ohio **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

JobID: 210690447 JobSchedule: Full time JobShift: Evening : Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities * Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence * Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints * Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures * Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development * Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills * Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions * Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints * Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management * Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment * Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures * High school diploma or GED required Preferred qualifications, skills, and capabilities * Familiarity or developing knowledge of automation and process optimization tools or technologies. Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST Shift differential: 10% This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.

About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Role and Responsibilities This consultant will serve as an administrator of cloud platform applications and services on both the Microsoft 365 and Google Workspace platforms. The successful candidate will work closely with senior cloud systems administrators and various departments to ensure that cloud applications meet the organization's needs and comply with all relevant policies and procedures. Assist in the daily administration and support of Microsoft 365 and Google Workspace platforms, including SharePoint site management, Teams management, user account management, license allocation, and troubleshooting. Author PowerShell scripts that monitor and manage cloud resources. Monitor system performance, usage, and security across both cloud environments. Author changes control requests and enterprise-wide communications to ensure transparency in all cloud platform updates. Collaborate with senior administrators to implement best practices for data protection, access controls, and compliance. Respond to helpdesk tickets related to SharePoint use, file sharing, and collaboration tools within Microsoft 365 and Google Workspace. Support onboarding and offboarding processes by monitoring and adjusting the automated provisioning and de-provisioning user accounts and resources. Assist with updates, patches, and configuration changes to ensure the reliability and security of cloud services. Document procedures, configurations, and troubleshooting steps for reference and training purposes. Participate in team meetings and contribute to ongoing improvement initiatives for cloud infrastructure. Minimum Qualification Excellent communication and collaboration skills and ability to work independently and as part of a team. Proven experience using PowerShell to automate the management of cloud applications and services and as a SharePoint, Microsoft Teams or Microsoft 365 Administrator or experience in a similar role. Bachelor's degree in computer science, Information Technology, or a related field. Preferred Qualifications Experience with Google Workspace and GAM scripting. Knowledge of or experience with Oracle cloud environment.

The Fund Accounting Associate Analyst is an entry level position responsible for assisting in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices. Responsibilities: Assist in distributing fund data to internal and external business partners as well as coordinate and review offshore production activities Ensure accurate fund records through review of reconciliation reports Communicate cash position to the investment advisor as well as research cash and funding holdings differences with custodian Help process, balance, and reconcile shareholder activity with transfer agent Calculate daily net asset value and market value of portfolio holdings Provide support on audits and review work for adherence to procedures and compliance requirements Analyze/monitor client budgets and ensure fund expenses are paid in a timely manner Assist in completing all monthly, quarterly, and annual reporting requirements as well as assist with the preparation of financial statements, regulatory filings, and board materials Assist in preparing and calculating tax information and reporting requirements Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 0-2 years of relevant experience Experience in business related area Working knowledge of industry practices and standards Proficient computer skills with a focus on Microsoft Office applications Demonstrated time management skills Consistently demonstrates clear and concise written and verbal communication Education: Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Columbus Ohio United States ------------------------------------------------------ Primary Location Full Time Salary Range: $50,600.00 - $70,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Nov 24, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence. As a Product Director in the Marketing Automation Platforms Workflow team, you lead innovation through the development of products and features that delight customers. As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs. Job responsibilities Oversees the product roadmap, vision, development, execution, risk management, and business growth targets Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives Owns product performance and is accountable for investing in enhancements to achieve business objectives Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation Leads, hires, grows, and runs a tight-knit Product team with strong team dynamics and know-how to leverage strengths across the team while providing mentorship, guidance, and driving overall engagement for each team member's performance Engages with cross-functional partners across the organization to lead, align, and maintain productive partnerships throughout the lifecycle Is a lead voice in senior leadership forums to provide clear updates, drive strategic decisions and alignment, and champion the village of work being done Drives meaningful and tangible strategic discussions as we build out a phase roadmap and sequenced approach that accounts for business and technical complexities Partners with technology to build out needed scrum teams, build deep engagement, and then deliver high quality product Keeps an eye out for target state as we build iteratively and juggle several moving pieces across many different organizations; proactively sense for future opportunities for the product and capabilities needed for evolution of the offers space Required qualifications, capabilities, and skills 8+ years of experience or equivalent expertise delivering products, projects, or technology applications Extensive knowledge of the product development life cycle, technical design, and data analytics Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management Experience driving change within organizations and managing stakeholders across multiple functions Strong tangible experience working heavily with a wide range of cross-functional partners on a daily basis and leveraging those relationships for excellent work product Extensive knowledge and skill leading engagements with risk and controls teams Expertise and comfort building out and owning a roadmap, backlog, and full end-to-end execution - overall comfort and adherence to Agility principles Passionate and vocal, balanced with a willingness to learn and collaborate and work across all levels and backgrounds Ability to influence stakeholders with diverse points of view and maintain grounded and productive discussions, including senior leadership level audience Structured thinker, effective communicator, concise and impactful with excellent written and oral communication skills; Demonstrated ability to manage tight delivery timelines and calmness under intense pressure; Preferred qualifications, capabilities, and skills Recognized thought leader within a related field Martech experience Experience with Camunda BPMN; Pega; Adobe Workfront; AI Expertise with the Atlassian suite Experience with executive communications

The Infrastructure Senior Technology Analyst is an intermediate level role responsible for assisting with LAN / WAN and help desk administration activities, including network maintenance, technical guidance, and security in coordination with the Technology Infrastructure team. The overall objective is to use infrastructure technology knowledge and identified policies to process data, resolve issues and execute administrative tasks. **Responsibilities:** + Create complex project plans, perform impact analyses solve/work high impact problems/projects, and provide resolutions to restore services + Drive Root Cause Analysis (RCA) post restoration of service + Design testing approaches, complex processes, reporting streams, and create automation of repetitive tasks + Review requirement documents, define hardware requirements and examine and update processes and procedures as necessary + Provide technical/strategic direction and act as advisor/coach to lower level analysts + Develop projects required for design of metrics, analytical tools, benchmarking activities and best practices + Responsible for overall operating system applications + Contribute to technical direction and strategic decisions + Has the ability to operate with a limited level of direct supervision. + Can exercise independence of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 5-8 years of experience in Infrastructure Technologies delivery with a proven track record of operational process change and improvement + Ability to communicate technical concepts to non-technical audience + Ability to work with virtual and in-person teams, and work under pressure or to a deadline + Experience in a Financial Services or large complex and/or global environment preferred + Effective written and verbal communication skills + Effective analytic/diagnostic skills **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Infrastructure ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Delaware Ohio United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $90,080.00 - $135,120.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 23, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

JobID: 210660460 JobSchedule: Full time JobShift: : Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do. As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success. Job Responsibilities: * Manage fast-paced, complex, cross-functional programs or projects with significant business impact. * Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle. * Develop and manage integrated plans, providing regular progress communications to stakeholders. * Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones. * Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model. * Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines. Required Qualifications, Capabilities, and Skills: * Bachelor's degree in a related field from an accredited learning institution. * 5+ years of related Program or Project Management experience. * Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices. * Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology. * Proven ability to manage multiple efforts, resources, and address issues in a timely manner. * Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities. Preferred Qualifications, Capabilities, and Skills: * Project Management Professional (PMP). * Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis. * Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders. * Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams. * Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.

Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. **Job responsibilities** + Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. + Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. + Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. + Manage the profitability and performance of assigned portfolio. + Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. + Analyze and document the effectiveness of sales performance and results as related to KPMs. + Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. + Adhere to the firm's Code of Conduct and controls/compliance. **Required qualifications, capabilities and skills** + Bachelor's degree + 10+ years of experience in commercial banking or business banking. + Strong knowledge and understanding of Deposits and Treasury products and solutions. + Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. + Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. + Knowledge of accounting principles and financial statement analysis + Strategic thinker who supports the goals and direction of the firm + Ability to partner across lines of businesses and leverage internal resources. + Strong knowledge of regulatory and control framework **Preferred qualifications, capabilities and skills** + MBA + Knowledge of consumer lending + Formal credit training + Automotive industry **THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

JobID: 210695879 JobSchedule: Full time JobShift: Day : J.P. Morgan Wealth Management - Field Performance & Incentives Specialist At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients. As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management. Job Responsibilities * Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism. * Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders. * Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls. * Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support. * Identify process improvement opportunities and contribute to the development of best practices for inquiry management. * Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency. Required Qualifications, Capabilities, and Skills * Bachelor's Degree in Finance, Business, Economics, or a related field. * 3+ years of experience in financial services, client support, operations, or a related function. * Exceptional attention to detail and commitment to delivering high-quality work. * Strong written and verbal communication skills; ability to explain complex information clearly and professionally. * Service-oriented mindset with a passion for helping others and resolving issues. * Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment. * Collaborative team player with strong interpersonal skills and discretion handling confidential information. Preferred Qualifications, Capabilities, and Skills * Experience supporting financial advisors or working in a wealth management environment. * Familiarity with incentive programs, credited revenue, or net new money processes. * Proficiency in Excel and experience with inquiry tracking or case management systems. Employer Description Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards package-including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support. Organization Description Consumer & Community Banking serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and provide the most-used digital solutions, all while ranking first in customer satisfaction.

The Financial Administration Senior Analyst, Assistant Vice-President (“AVP”) oversees the analysis, monitoring, and implementation of expense budgets as well as ensures timely payment of fund expenses. Additionally, AVPs coordinate and review the monthly and annual excise distribution processes, along with other reporting such as Total Returns, Board reporting and year-end tax reporting requirements. The AVP collaborates with other members of Financial Administration to support the review of monthly, semi-annual and annual reports for investment companies in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”) and Securities and Exchange Commission (“SEC”) requirements as they relate to core functions previously mentioned. Are the primary contact for clients; respond proactively to internal and external client inquiries Are responsible for timely and accurate expense budgeting and payments Coordinates and reviews the monthly and annual excise distribution process Oversee monthly and quarterly client reporting (e.g. Total Returns and preparation of Board reports) Coordinates fund year-end reporting (e.g. 1099-NEC and ICI Reporting) Support the preparation and review of financial statements and SEC filings (e.g. N-PORT, N-MFP, N-CSR, N-CEN and 24F-2, N-1A etc.) Demonstrate an advanced understanding of investment types, mutual funds, ETFs and financial markets Lead training sessions to increase the team's knowledge Identifies and/or implements process improvements to reduce risk and improve efficiency Manage client projects and initiatives Participates in department committees and other initiatives Qualifications Job Specifications: Bachelor's Degree in Accounting, Finance, or business-related area or equivalent work experience 5-7 years accounting or reporting experience in the registered investment company or financial services industry Prior team lead or supervisory experience preferred Experience with FIS InvestOne fund accounting platform, including MBOR and OLE functionality, is a plus Experience with Confluence Unity platform, including Publishing and Workbook functionality, is a plus Advanced experience working with Microsoft Office applications required, specifically Excel Ability to demonstrate the following attributes consistently: Excellent attention to detail, a sense of urgency for deadlines, and solid organizational skills Excellent written and verbal communication skills and interpersonal skills to foster client and internal relationships Oversee the completion of daily workflow in accordance to internal controls and procedures Proactively balance team resources and workflow requirements Willingness to work outside of normal work hours when necessary, particularly during peak production cycles Conduct monthly coaching/feedback sessions with direct staff Escalate issues timely and appropriately to senior management Develop/deliver executive summary reporting to senior management and clients Oversee projects effectively Motivated to continuous self-improvement Ability to promote a positive working environment and influence others to embody the Citi Culture Benefits Competitive industry salary Family medical, dental and vision insurance Variety of flex spending accounts Short- and long-term disability coverage Retirement Account (401k) with generous employer match Paid vacation, sick time and paid holidays Generous maternity and paternity leave (after 1 year of employment) Tuition reimbursement Wellness program ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Columbus Ohio United States ------------------------------------------------------ Primary Location Full Time Salary Range: $81,600.00 - $122,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 30, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

JobID: 210663673 JobSchedule: Full time JobShift: : Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence. As a Product Director in the Marketing Automation Platforms Workflow team, you lead innovation through the development of products and features that delight customers. As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs. Job responsibilities * Oversees the product roadmap, vision, development, execution, risk management, and business growth targets * Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth * Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives * Owns product performance and is accountable for investing in enhancements to achieve business objectives * Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation * Leads, hires, grows, and runs a tight-knit Product team with strong team dynamics and know-how to leverage strengths across the team while providing mentorship, guidance, and driving overall engagement for each team member's performance * Engages with cross-functional partners across the organization to lead, align, and maintain productive partnerships throughout the lifecycle * Is a lead voice in senior leadership forums to provide clear updates, drive strategic decisions and alignment, and champion the village of work being done * Drives meaningful and tangible strategic discussions as we build out a phase roadmap and sequenced approach that accounts for business and technical complexities * Partners with technology to build out needed scrum teams, build deep engagement, and then deliver high quality product * Keeps an eye out for target state as we build iteratively and juggle several moving pieces across many different organizations; proactively sense for future opportunities for the product and capabilities needed for evolution of the offers space Required qualifications, capabilities, and skills * 8+ years of experience or equivalent expertise delivering products, projects, or technology applications * Extensive knowledge of the product development life cycle, technical design, and data analytics * Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management * Experience driving change within organizations and managing stakeholders across multiple functions * Strong tangible experience working heavily with a wide range of cross-functional partners on a daily basis and leveraging those relationships for excellent work product * Extensive knowledge and skill leading engagements with risk and controls teams * Expertise and comfort building out and owning a roadmap, backlog, and full end-to-end execution - overall comfort and adherence to Agility principles * Passionate and vocal, balanced with a willingness to learn and collaborate and work across all levels and backgrounds * Ability to influence stakeholders with diverse points of view and maintain grounded and productive discussions, including senior leadership level audience * Structured thinker, effective communicator, concise and impactful with excellent written and oral communication skills; * Demonstrated ability to manage tight delivery timelines and calmness under intense pressure; Preferred qualifications, capabilities, and skills * Recognized thought leader within a related field * Martech experience * Experience with Camunda BPMN; Pega; Adobe Workfront; AI * Expertise with the Atlassian suite * Experience with executive communications