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Managing Director jobs at Citi - 114 jobs

  • Director, Client Development Affiliate Marketing - Capital One Ad Solutions (Remote)

    Capital One 4.7company rating

    Columbus, OH jobs

    Capital One Ad Solutions is looking for a Director to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution's suite of products. In this client-facing role, the team is looking for a sales leader with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for our top merchants. You'll act as a key liaison between our clients and internal teams, and be responsible for successfully executing their marketing campaigns from start to finish. Key Responsibilities Include: + Partner with key external stakeholders including C-suite level contacts to help grow and cultivate Capital One Shopping + Integrate Capital One Ad Solution's products and services with our merchant partners + Leverage data and analytical methodologies to optimize and grow your book of business + Teach, support, and train agencies, industry partners, and other stakeholders on Capital One Ad Solutions + Work with Product, Revenue Management, and other key stakeholders to help drive our business + Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus + Building a pipeline of enterprise accounts, and owning a broad portfolio of enterprise relationships; proven ability to influence and build consensus across multiple teams + Demonstrated success leveraging data, analytical and communication skills + Create and deliver executive level decks & materials + Travel onsite for merchant visits and/or industry conferences An ideal candidate will possess: + Strong strategic, analytical, and data-analysis skills + Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions + Excellent communication skills, both written and verbal + Experience in identifying, creating, and building strategies to achieve organizational objectives + Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners + Experience partnering on and creating product roadmaps + A strong deference to team culture, collaboration, and open communication + Demonstrable expertise in developing and executing successful retail partnership programs, joint marketing initiatives, and co-op advertising campaigns + Collaborate across our client team and within the commerce & retail media organization to solve, innovate, build skills and develop thought leadership and best practices Basic Qualifications: + At least 12 years of experience in a strategic client facing sales or account management roles + At least 8 years of experience reviewing or analyzing data Preferred Qualifications: + Bachelor's Degreee + 10+ years of affiliate, enterprise sales or performance marketing experience + 8+ years of leading high functioning Sales teams + Proven track record of managing, selling, and developing relationships with Strategic Merchants + Experience managing technical sales and integrations + Demonstrated success selling and managing merchants on sophisticated ad platforms + Strong data, analytical and communication skills At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $63k-89k yearly est. 49d ago
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  • Director - Client Development, Capital One Ad Solutions - Travel Partnerships (Remote)

    Capital One 4.7company rating

    Columbus, OH jobs

    Capital One Shopping is looking for a Director, Travel, to join the Partnerships Team. In this role, you will be responsible for cultivating relationships with our key travel partners, ensuring their success in leveraging Capital One Ads' solutions. This client-facing position requires an individual with a strong understanding of product, data, and strategic account management to develop and implement customized solutions for our top travel merchants. You will serve as the primary liaison between our clients and internal teams. **Key Responsibilities Include:** + Partner with key external stakeholders, including C-suite level contacts, to foster and expand Capital One Ads' presence within the travel sector. + Utilize data and analytical methodologies to optimize and grow your assigned portfolio of travel accounts. + Educate, support, and train agencies, industry partners, and other stakeholders on Capital One Shopping's offerings. + Collaborate with Product, Revenue Management, and other internal teams to drive business growth. + Manage a broad portfolio of enterprise travel relationships, demonstrating the ability to influence and build consensus across multiple teams. + Create and deliver executive-level presentations and materials. **An ideal candidate will possess:** + Strong strategic, analytical, and data-analysis skills. + Demonstrated experience in strategic client-facing interactions (in-person, phone, email). + Excellent written and verbal communication skills. + Experience in identifying, creating, and building strategies to achieve organizational objectives. + Prior experience taking full ownership of client relationships and partnering with internal stakeholders to create customized solutions for partners to drive results. + A strong commitment to team culture, collaboration, and open communication. **Basic Qualifications** **:** + Bachelor's Degree or Military experience + At least 12 years of experience in strategic client-facing sales or account management roles in the travel industry + At least 8 years of experience managing, selling, and developing relationships with merchants in the travel industry + At least 8 years of experience reviewing or analyzing data **Preferred Qualifications** **:** + MBA + 10+ years of affiliate, enterprise sales, or performance marketing experience + 8+ years of leading high functioning Sales teams + Robust existing relationships and a comprehensive understanding of the Travel ecosystem, including key stakeholders and partners + Experience managing technical integrations **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $63k-89k yearly est. 60d+ ago
  • Head of Financial Analysis - Asset Management- Managing Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210686945 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $250,000.00-$450,000.00; New York,NY $250,000.00-$450,000.00 Join JPMorganChase as the Head of Financial Analysis, providing support for Asset Management across all businesses and functions. J.P. Morgan Asset & Wealth Management Finance and Business Management has an exciting new opportunity for the Global Head of Planning and Analysis of the Asset Management business. This role offers the chance to report directly to the Head of Asset & Wealth Management Planning and Analysis, with a dotted line accountability to the Asset Management Chief Financial Officer. As the Head of Financial Analysis - Asset Management within J.P. Morgan Asset & Wealth Management Finance and Business Management, you will lead the planning and analysis efforts for the Asset Management business. You will be responsible for delivering business intelligence reporting, management information, and competitor analysis support. This role offers the opportunity to develop analytical capabilities, manage core deliverables, and promote transformation projects to completion. You will also lead the expense agenda and create a best-in-class reporting and analytics ecosystem, while working closely with global teams to achieve strategic objectives. Job responsibilities: * Manage the Asset Management team building key processes and systems to ensure timely, robust, accurate and relevant analysis and information provided to business heads, CFOs and Corp P&A leads, as well as Business Management, Product Controllers and other stakeholders. Key focus will be on developing the analytical capabilities of the organization to enhance AM business-focused support while simultaneously managing the demands of core P&A deliverables for AM and Corporate. Includes ownership of the budget and forecasting processes, revenue control, expense management (including assisting with enforcement of AM's expense policy), as well as several other key business metrics and processes. * Build on the many use cases of transformation projects already under way and bring it to completion. Deliver reliable, accurate and timely reporting solutions across AM front office and support functions. Key reporting functions include client analytics, P&L, headcount, scorecards, regulatory and support for planning & outlook. * Lead the expense agenda for the CFO and Finance leaders of AM including the framework, analytics, reporting and ad-hoc analysis to provide insights to AWM CEO and CFO * Create best-in-class reporting and analytics ecosystem that builds on dashboard environment by addressing reporting redundancy and simplifying navigation amongst existing reports. Bring to market tangible and scalable use cases for AI and LLMs to further harness insights from our finance and non-finance data. * Work closely with relevant business and CFOs across the globe on return-oriented geographic expansion and to execute on expense efficiencies and synergies across the footprint. Be "the voice" of Asset Management on attendance patterns, ratio seating and associated analytics. * Responsible for reviewing potential new business opportunities * Attract, developing and retaining a team of world class finance professionals Required qualifications, capabilities, and skills: * 15+ years of finance and overall business management experience in a complex financial organization * Outstanding analytical and presentation skills * Proven ability to act independently with excellent decision-making skills * Proven ability to work well under pressure and handle multiple projects and initiatives at same time * Strong leadership skills with experience in demanding global environments, including building and motivating high-performance teams with a global focus. * Demonstrated expertise in strategic planning, issue resolution, negotiation, and leading internal reviews to assess business and financial choices for achieving objectives. * Proven ability to identify and mitigate risk based on company and industry guidelines, while driving innovation and process improvement. * Superior verbal and written communication skills, especially when engaging with senior-level management. * Results-oriented background with a track record of delivering complex data in digestible formats and identifying opportunities for innovation. * Extensive knowledge of MIS, accounting, product/client profitability, activity-based costing, project management, transfer pricing, and revenue sharing. * Proficient in Tableau, Alteryx, Excel, PowerPoint, and emerging technologies such as ChatGPT, with experience working in matrix structures and across multiple locations.
    $250k-450k yearly Auto-Apply 44d ago
  • VP - Senior Financial Officer - Property & Casualty Insurance

    USAA 4.7company rating

    Remote

    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 The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development. In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in any of our offices including: * San Antonio, Texas * Plano, Texas * Phoenix, Arizona * Tampa, Florida * Charlotte, North Carolina * Chesapeake, Virginia *** Relocation assistance is only available to San Antonio for this position *** What you will do: Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations. Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies. Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables. Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities. Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters. Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance. Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk. Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards. Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents. Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support. Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization. Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function. Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management. Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies. Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function. Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards. Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship. Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets. Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Minimum Education: Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. Minimum Experience: 10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required. 8+ years of people leadership experience in building, leading and/or developing high performing teams. Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals. Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas. Strong background in providing sound strategic decisioning applying financial analysis and data. Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data. Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance. In addition to the minimum experience above, this role also needs the following: 5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines) State level financial management P&C capital management experience Experience in launching new insurance products and companies What we offer: The salary range for this position is: $224,250 - $403,650. 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. 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. 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. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. 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.
    $224.3k-403.7k yearly Auto-Apply 36d ago
  • Director - Client Development, Capital One Ad Solutions - Travel Partnerships (Remote)

    Capital One 4.7company rating

    Richmond, VA jobs

    Capital One Shopping is looking for a Director, Travel, to join the Partnerships Team. In this role, you will be responsible for cultivating relationships with our key travel partners, ensuring their success in leveraging Capital One Ads' solutions. This client-facing position requires an individual with a strong understanding of product, data, and strategic account management to develop and implement customized solutions for our top travel merchants. You will serve as the primary liaison between our clients and internal teams. Key Responsibilities Include: Partner with key external stakeholders, including C-suite level contacts, to foster and expand Capital One Ads' presence within the travel sector. Utilize data and analytical methodologies to optimize and grow your assigned portfolio of travel accounts. Educate, support, and train agencies, industry partners, and other stakeholders on Capital One Shopping's offerings. Collaborate with Product, Revenue Management, and other internal teams to drive business growth. Manage a broad portfolio of enterprise travel relationships, demonstrating the ability to influence and build consensus across multiple teams. Create and deliver executive-level presentations and materials. An ideal candidate will possess: Strong strategic, analytical, and data-analysis skills. Demonstrated experience in strategic client-facing interactions (in-person, phone, email). Excellent written and verbal communication skills. Experience in identifying, creating, and building strategies to achieve organizational objectives. Prior experience taking full ownership of client relationships and partnering with internal stakeholders to create customized solutions for partners to drive results. A strong commitment to team culture, collaboration, and open communication. Basic Qualifications: Bachelor's Degree or Military experience At least 12 years of experience in strategic client-facing sales or account management roles in the travel industry At least 8 years of experience managing, selling, and developing relationships with merchants in the travel industry At least 8 years of experience reviewing or analyzing data Preferred Qualifications: MBA 10+ years of affiliate, enterprise sales, or performance marketing experience 8+ years of leading high functioning Sales teams Robust existing relationships and a comprehensive understanding of the Travel ecosystem, including key stakeholders and partners Experience managing technical integrations At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $63k-89k yearly est. Auto-Apply 60d+ ago
  • Director, Client Development Affiliate Marketing - Capital One Ad Solutions (Remote)

    Capital One 4.7company rating

    Richmond, VA jobs

    Capital One Ad Solutions is looking for a Director to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution's suite of products. In this client-facing role, the team is looking for a sales leader with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for our top merchants. You'll act as a key liaison between our clients and internal teams, and be responsible for successfully executing their marketing campaigns from start to finish. Key Responsibilities Include: Partner with key external stakeholders including C-suite level contacts to help grow and cultivate Capital One Shopping Integrate Capital One Ad Solution's products and services with our merchant partners Leverage data and analytical methodologies to optimize and grow your book of business Teach, support, and train agencies, industry partners, and other stakeholders on Capital One Ad Solutions Work with Product, Revenue Management, and other key stakeholders to help drive our business Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus Building a pipeline of enterprise accounts, and owning a broad portfolio of enterprise relationships; proven ability to influence and build consensus across multiple teams Demonstrated success leveraging data, analytical and communication skills Create and deliver executive level decks & materials Travel onsite for merchant visits and/or industry conferences An ideal candidate will possess: Strong strategic, analytical, and data-analysis skills Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions Excellent communication skills, both written and verbal Experience in identifying, creating, and building strategies to achieve organizational objectives Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners Experience partnering on and creating product roadmaps A strong deference to team culture, collaboration, and open communication Demonstrable expertise in developing and executing successful retail partnership programs, joint marketing initiatives, and co-op advertising campaigns Collaborate across our client team and within the commerce & retail media organization to solve, innovate, build skills and develop thought leadership and best practices Basic Qualifications: At least 12 years of experience in a strategic client facing sales or account management roles At least 8 years of experience reviewing or analyzing data Preferred Qualifications: Bachelor's Degreee 10+ years of affiliate, enterprise sales or performance marketing experience 8+ years of leading high functioning Sales teams Proven track record of managing, selling, and developing relationships with Strategic Merchants Experience managing technical sales and integrations Demonstrated success selling and managing merchants on sophisticated ad platforms Strong data, analytical and communication skills At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $63k-89k yearly est. Auto-Apply 50d ago
  • Cyber Intelligence Vice President - Senior Malware Analyst

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210700103 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $152,000.00-$260,000.00 Harness your expertise to shape robust cybersecurity strategies and safeguard critical assets. Lead cybersecurity intelligence at a top firm, safeguarding digital assets and enhancing threat detection and response capabilities. Harness your expertise to shape robust cybersecurity strategies and safeguard critical assets. Your leadership will be pivotal in enhancing our resilience against evolving global cyber threats. As a Cybersecurity Intelligence Vice President at JPMorgan Chase within the Cybersecurity Technology and Controls, you will play a critical role in safeguarding the firm's digital assets and infrastructure from cyber threats. Responsible for identifying, assessing, and mitigating risks, you will inform and influence control measures across the organization. Your expertise in analyzing complex issues and developing innovative solutions, along with your ability to collaborate with diverse teams, will be crucial in enhancing the firm's security posture. As a subject matter expert, you will contribute to strategic cybersecurity initiatives and continuously improve our threat detection and response capabilities. Your work significantly impacts the firm's operations, fiscal management, public image, employee morale, and client relationships. Job responsibilities * Implement proactive threat intelligence strategies using advanced analytics and emerging technologies to identify and mitigate risks. * Develop custom threat-hunting queries and rules for specific threat indicators in large data sets using data analysis tools or specialized languages. * Enhance threat detection and response capabilities, staying current with cybersecurity trends, sharing insights, and implementing best practices. * Build and maintain strong relationships with stakeholders, sharing threat intelligence and best practices to achieve operational goals and improve cybersecurity operations. * Conduct malware analysis and reverse engineering of suspicious code. * Perform deep dive technical analysis of cyberattack tactics, techniques, and procedures (TTPs) * Develop signatures to identify malware families, actor techniques, and other noteworthy code sequences. * Automate malware analysis and intelligence gathering processes. * Hunt for novel samples, indicators of compromise (IOCs), and actor TTPs in internal and external datasets. * Research threats, vulnerabilities, and exploits to enhance monitoring and detection capabilities. * Partner with the Incident Response (IR) teams to understand incidents and support technical analysis of malicious cyber events. Required qualifications, capabilities, and skills * Formal training or certification on security concepts and 5+ years of applied experience in cybersecurity, focusing on threat intelligence, analysis, and mitigation. * Expertise in advanced threat hunting, security research, and Open-Source Intelligence (OSINT) for risk identification and assessment. * Proficiency in coding and scripting languages (C/C++, Python, Bash, JavaScript, PowerShell) and experience with Security Information and Event Management (SIEM) tools (Splunk, Elasticsearch) for automating threat detection and response. * Good hands on experience with Malware Analysis and Reverse Engineering. * Good experience with debuggers, disassemblers, and other malware analysis tools (i.e. IDA Pro, Ghidra, Sandboxes, x64dbg, WinDbg) * Knowledge in Operating Systems (i.e. Windows, Linux, Mac, Mobile), processor architectures (i.e. x86, x64, ARM, ARM64), and computer networking. * Good written and verbal communication skills; ability to understand complex problems while formally presenting them simplistically. * Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors. Preferred qualifications, capabilities, and skills * Forensics, Log Analysis, Incident Response and / or Threat Intelligence. * Experience in developing both tactical and strategic tools and capabilities. * Threat hunting, security research, and Open-Source Intelligence (OSINT) for risk identification and assessment.
    $152k-260k yearly Auto-Apply 12d ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $139k-221k yearly est. Auto-Apply 60d+ ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210618708 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $139k-221k yearly est. Auto-Apply 60d+ ago
  • Senior Lead Architect, Vice President- Debit Card

    Jpmorgan Chase 4.8company rating

    Westerville, OH jobs

    If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you. Join our team and help us develop game-changing, high-quality solutions. As a **Senior Lead Architect** at **JPMorgan Chase** within the **Consumer Community Banking Technology** , you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platforms products. You drive significant business impact and help shape the target state architecture through your capabilities in multiple architecture domains. **Job responsibilities** + Represents a product family of technical governance bodies + Provides feedback and proposes improvements to architecture governance practices + Guides evaluation of current technology and leads evaluation of new technologies using existing standards and frameworks + Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors + Develops secure and high-quality production code, and reviews and debugs code written by others + Drives decisions that influence product design, application functionality, and technical operations and processes + Serves as a function-wide subject matter expert in one or more areas of focus + Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle + Influences peers and project decision-makers to consider the use and application of leading-edge technologies + Adds to team culture of diversity, opportunity, inclusion, and respect **Required qualifications, capabilities, and skills** + Formal training or certification on software engineering concepts and 5+ years applied experience + Advanced knowledge of **Debit/Credit Card Payment processing** systems and **Card Lifecycle managemen** t systems is a plus. + Hands-on practical experience delivering system design, application development, testing, and operational stability + Advanced in **one or more programming language(s), applications, and architecture** + Advanced knowledge of software architecture, applications, and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.) + Ability to tackle design and functionality problems independently with little to no oversight + Practical cloud native experience + Ability to evaluate current and emerging technologies to select or recommend the best solutions for the future state architecture **Preferred qualifications, capabilities, and skills** + Experience in the payment card industry, specifically within acquiring, network or issuer segments of the value chain + Issuer-side experience strongly preferred as it aligns with Chase's core business + Knowledge of Domain Driven Design (DDD) is a plus + Excellent communication and presentation skills + Adds to team culture of diversity, opportunity, inclusion, and respect 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
    $123k-164k yearly est. 60d+ ago
  • Generative AI and Innovation Team Director (AVP)- Wealth Management Operations

    Morgan Stanley 4.6company rating

    Columbus, OH jobs

    We're seeking someone to join our team as a Generative AI and Innovation Team in Wealth Management Operations to provide support across our Wealth Management Operations organization to centralized support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs in operations. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: The Professional Development GenAI Project Manager is a part of Wealth Management Operations and is responsible for project management across multiple GenAI concentrations. This includes managing opportunity identification, feasibility analysis and end to end project lifecycle through production deployment, including but not limited to: * Leading key initiatives related to increasing efficiencies and reducing operational risks. * Creating project plans that align to the enhancement vision, scope, and timelines. * Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision. * Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported. * Running test plans, test execution, and communication risk or concerns to key stakeholder. * Anticipating risks that could impact the project and take action to avoid them. * Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation. * Effectively communicating changes to the production support teams and aligning with training support teams. * Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment. * Communicate with all people who have a vested interest in the project, including internal team members and external partners. * Conduct root cause analysis to identify project issues and implement solutions. * Facilitate meetings with project teams and stakeholders to drive progress. * Utilize tools such as Jira for project tracking and reporting. * Develop and implement business process models to optimize project workflows. * Implement change management strategies to ensure successful project adoption. What you'll bring to the role: * Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels * Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team * Ability to operate independently across the majority of day-to-day responsibilities * Culture carrier across Operations, embracing the Firm's core values and acting as a role model * Strong interpersonal skills and ability to communicate effectively both verbally and in writing. * Strong time management skills and ability to set own schedule without falling behind on tasks. * Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively. * Ability to take initiative and thrive in a collaborative, team environment. * Ability to handle highly confidential information with appropriate discretion. * Ability work in a matrixed organization; leveraging resources across the organization to complete deliverables. * At least 4 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $88,000 and $129,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $88k-129k yearly Auto-Apply 60d+ ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorgan Chase 4.8company rating

    Cleveland, OH jobs

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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 **Base Pay/Salary** Cleveland,OH $170,000.00 - $225,000.00 / year
    $170k-225k yearly 60d+ ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Cleveland, OH jobs

    JobID: 210606004 JobSchedule: Full time JobShift: Day Base Pay/Salary: Cleveland,OH $170,000.00-$225,000.00 We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $170k-225k yearly Auto-Apply 60d+ ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorganchase 4.8company rating

    Cleveland, OH jobs

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $140k-224k yearly est. Auto-Apply 60d+ ago
  • Compliance and Ops Risk Test Manager - Vice President

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Join our team and lead the charge in shaping robust testing strategies that safeguard our firm's interests. As a key player, you'll have the opportunity to drive impactful decisions, enhance compliance, and build strong relationships with senior stakeholders. As a Compliance and Operations Risk Test Manager in the Testing Center of Excellence, you will lead in shaping the testing strategy across various business lines, ensuring alignment with regulatory and firm requirements. Your deep understanding of risk management and control evaluation will be instrumental in identifying and mitigating risks, thereby enhancing compliance and operational risk management. Additionally, your aptitude in stakeholder management will enable you to foster strong relationships with senior stakeholders, including business management and regulatory bodies. Your role will also involve making impactful decisions that influence operations, financial management, and public image, while maintaining compliance with operational policies and precedents. As a leader, you will manage a diverse team, planning and organizing individual and team activities to integrate and coordinate work across different parts of the firm. Job responsibilities Lead the development and execution of comprehensive testing strategies, ensuring alignment with regulatory requirements and firm policies. Oversee the assessment of the control environment, identifying control gaps, verifying control effectiveness, and driving remediation efforts. Manage complex testing initiatives, applying advanced project management skills to ensure timely and efficient delivery of outcomes. Utilize deep knowledge of risk management practices to make sound decisions that protect the firm's interests and comply with regulatory obligations. Foster strong relationships with senior stakeholders, effectively communicating testing strategies and outcomes, and addressing any concerns or issues. Required qualifications, capabilities, and skills 7+ years of experience in leading and managing complex testing initiatives within a financial institution or similar industry. Proven track record in developing and implementing comprehensive testing strategies that align with regulatory requirements and firm policies. Demonstrated expertise in risk management and control evaluation, with a focus on identifying control gaps and driving remediation efforts. Advanced proficiency in project management, with a history of delivering results that accelerate business objectives. Strong stakeholder management skills, with experience in fostering relationships with senior stakeholders and effectively communicating testing strategies and outcomes.
    $101k-133k yearly est. Auto-Apply 33d ago
  • Compliance and Ops Risk Test Manager - Vice President

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Join our team and lead the charge in shaping robust testing strategies that safeguard our firm's interests. As a key player, you'll have the opportunity to drive impactful decisions, enhance compliance, and build strong relationships with senior stakeholders. As a **Compliance and Operations Risk Test Manager** in the Testing Center of Excellence, you will lead in shaping the testing strategy across various business lines, ensuring alignment with regulatory and firm requirements. Your deep understanding of risk management and control evaluation will be instrumental in identifying and mitigating risks, thereby enhancing compliance and operational risk management. Additionally, your aptitude in stakeholder management will enable you to foster strong relationships with senior stakeholders, including business management and regulatory bodies. Your role will also involve making impactful decisions that influence operations, financial management, and public image, while maintaining compliance with operational policies and precedents. As a leader, you will manage a diverse team, planning and organizing individual and team activities to integrate and coordinate work across different parts of the firm. **Job responsibilities** + Lead the development and execution of comprehensive testing strategies, ensuring alignment with regulatory requirements and firm policies. + Oversee the assessment of the control environment, identifying control gaps, verifying control effectiveness, and driving remediation efforts. + Manage complex testing initiatives, applying advanced project management skills to ensure timely and efficient delivery of outcomes. + Utilize deep knowledge of risk management practices to make sound decisions that protect the firm's interests and comply with regulatory obligations. + Foster strong relationships with senior stakeholders, effectively communicating testing strategies and outcomes, and addressing any concerns or issues. **Required qualifications, capabilities, and skills** + 7+ years of experience in leading and managing complex testing initiatives within a financial institution or similar industry. + Proven track record in developing and implementing comprehensive testing strategies that align with regulatory requirements and firm policies. + Demonstrated expertise in risk management and control evaluation, with a focus on identifying control gaps and driving remediation efforts. + Advanced proficiency in project management, with a history of delivering results that accelerate business objectives. + Strong stakeholder management skills, with experience in fostering relationships with senior stakeholders and effectively communicating testing strategies and outcomes. 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
    $101k-133k yearly est. 31d ago
  • Compliance and Ops Risk Test Manager - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210696026 JobSchedule: Full time JobShift: : Join our team and lead the charge in shaping robust testing strategies that safeguard our firm's interests. As a key player, you'll have the opportunity to drive impactful decisions, enhance compliance, and build strong relationships with senior stakeholders. As a Compliance and Operations Risk Test Manager in the Testing Center of Excellence, you will lead in shaping the testing strategy across various business lines, ensuring alignment with regulatory and firm requirements. Your deep understanding of risk management and control evaluation will be instrumental in identifying and mitigating risks, thereby enhancing compliance and operational risk management. Additionally, your aptitude in stakeholder management will enable you to foster strong relationships with senior stakeholders, including business management and regulatory bodies. Your role will also involve making impactful decisions that influence operations, financial management, and public image, while maintaining compliance with operational policies and precedents. As a leader, you will manage a diverse team, planning and organizing individual and team activities to integrate and coordinate work across different parts of the firm. Job responsibilities * Lead the development and execution of comprehensive testing strategies, ensuring alignment with regulatory requirements and firm policies. * Oversee the assessment of the control environment, identifying control gaps, verifying control effectiveness, and driving remediation efforts. * Manage complex testing initiatives, applying advanced project management skills to ensure timely and efficient delivery of outcomes. * Utilize deep knowledge of risk management practices to make sound decisions that protect the firm's interests and comply with regulatory obligations. * Foster strong relationships with senior stakeholders, effectively communicating testing strategies and outcomes, and addressing any concerns or issues. Required qualifications, capabilities, and skills * 7+ years of experience in leading and managing complex testing initiatives within a financial institution or similar industry. * Proven track record in developing and implementing comprehensive testing strategies that align with regulatory requirements and firm policies. * Demonstrated expertise in risk management and control evaluation, with a focus on identifying control gaps and driving remediation efforts. * Advanced proficiency in project management, with a history of delivering results that accelerate business objectives. * Strong stakeholder management skills, with experience in fostering relationships with senior stakeholders and effectively communicating testing strategies and outcomes.
    $101k-133k yearly est. Auto-Apply 32d ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Cincinnati, OH jobs

    JobID: 210626795 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills * Six plus years of work experience in Private Banking or Financial Services * Bachelor's Degree required * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $139k-220k yearly est. Auto-Apply 60d+ ago
  • ABL Portfolio Management Director

    Fifth Third Bank 4.6company rating

    Cleveland, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of a complex portfolio of ABL customers. The Director, ABL Portfolio Management is the primary member of the ABL coverage team, managing all aspects of the ABL transaction. Directors are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. Directors are directly accountable for managing a complex portfolio of accounts through their review of financial statements, collateral reporting (including borrowing base certificate analysis, appraisals of M&E and Real Estate along with any additional 3rd party work such as Field Exams), proactive monitoring, and partnership with the appropriate Relationship Managers. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Manages the ongoing credit risk of a complex portfolio of ABL relationships and participates in portfolio meetings with senior management. * Develops and maintains external relationships with assigned customers, including regular client meetings and business development calls, helping to ensure customer satisfaction and retention. * Should be able to independently attend client meetings with assigned clients. Work with manager on complex/most complex clients and workouts. * Ensures ongoing customer satisfaction through managing both the loan structure and customer interface with line and support functions who service their accounts. * Develops and maintains internal relationships with the coverage team including Relationship Managers/Credit Risk Officers. * Develops and executes appropriate strategies for problem clients without supervision * Maintains up to date trend cards/portfolio review forms, credit files and legal files through our departments' resources. * Capture and document credit decisions, conditions, and modifications. * Notes negative trends early and strategizes best solutions for bank, through maintaining trend cards/portfolio review forms, preparing and presenting credit write-ups and watch asset reports. * Consistently evaluate/update risk rating analysis including overall ratings, PD and LGD. * Monitors timeliness of reporting, tickler information and ensures bank has accurate information to make decisions and be expert on the accounts and their credit files. * A focus on continuous learning to keep up with ever-changing market dynamics. * Should have a understanding of the ABL legal environment including a basic understanding secured transaction laws and creditor rights and shows a strong interest in further developing that knowledge. * Mentor to more junior team members including Credit Analysts, Associates and Principals * Performs additional job related duties as assigned. SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). * 8 years credit analysis and/or loan review experience in Commercial Banking. * Minimum 6-7 years of experience in an Asset Based Lending environment, in underwriting or field examination, or as a loan officer; or equivalent combination of education and experience. * Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. * Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. * Advanced analytical skills, critical thinking and verbal and written communication skills. * Professional presence (client-facing). * Experience managing an advanced commercial client portfolio with a degree of complexity. * Ability to partner with all deal stakeholders including clients, relationship manager and credit teams. * Expertise in financial and risk analysis, including financial modeling. * Demonstrated expertise in using effective problem solving. * To perform this job successfully, an individual should have intermediate knowledge of Word and Excel spreadsheet software. Proficient with technology and ability to learn new applications. WORKING CONDITIONS: * Normal office environment with little exposure to dust, noise, temperature and the like. * Extended viewing of a CRT screen. * Some travel required. All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation. ABL Portfolio Management Director Total Base Pay Range 96,500.00 - 207,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Rosemont, Illinois 60018 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $98k-128k yearly est. Auto-Apply 11d ago
  • 2026 Institutional Client Group Analyst Development Program

    Us Bank 4.6company rating

    Cincinnati, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Institutional Client Group Overview The Institutional Client Group (ICG) serves a broad range of institutional clients-including asset managers, hedge funds, corporations, governments, and financial institutions-by delivering strategic financial solutions across capital markets, advisory, and transaction services. Analysts in this group play a critical role in supporting client coverage teams by analyzing financial data, identifying opportunities, and helping deliver tailored solutions across a variety of industries and geographies. ICG Analyst Development Program The ICG Analyst Development Program is designed to develop foundational skills within U.S. Bank's Institutional Credit Group (ICG). Analysts will receive structured credit training and gain exposure to core credit processes, relationship management, and portfolio management throughout this multi-year program. First Year Program Highlights: * Tailored Credit Training with a focused curriculum covering credit analysis, financial statement interpretation, and U.S. Bank's lending philosophy. * Contribute to live credit transactions and portfolio reviews that support client and business decisions. * Learn how we build and maintain strong client partnerships, and how credit supports long-term relationship management. * Work alongside experienced credit officers and relationship managers who will guide your growth. * Gain firsthand exposure to the Relationship Management function by supporting client interactions, understanding strategic account planning, and observing how relationship managers drive client success. * Participate in ongoing product training to gain a working knowledge of the broader Bank and key cross-sell functions connected to ICG. Structured Career Path: After the first year in the ICG Analyst Development Program, participants are strategically placed into either Credit Analyst or Relationship Management Analyst roles, allowing for focused development aligned with individual strengths and career aspirations. * Credit Analyst: Collaborates with Portfolio Managers to evaluate financial performance, assess credit risk, and deliver insights that guide sound lending decisions and strengthen the bank's portfolio. * Relationship Management Analyst: Supports Relationship Managers and business development efforts by coordinating solutions and identifying product offerings for the bank's clients. Key Responsibilities: * Prepare financial statement spreads, quarterly trend analyses, monitoring reports, and covenant tests in accordance with bank standards and credit policy. * Conduct research and reporting using internal and external platforms to identify sector trends, risks, and opportunities. * Analyze financial disclosures to support credit assessments and client evaluations. * Monitor client risk profiles and contribute to internal assessments that inform credit decisions and product delivery. * Support Portfolio Managers in preparing and presenting credit requests and sector reviews. * Maintain compliance databases tracking financial reporting requirements, credit agreement terms, and key credit metrics. * Assist Relationship Managers and Coverage Bankers with industry research, marketing materials, and client outreach strategies. * Prepare client-facing materials including pitch books, briefing memos, and financial analyses. * Maintain internal reporting tools such as pipeline trackers and CRM systems (e.g., Salesforce). * Collaborate with cross-functional teams to deliver integrated client solutions. * Build technical and business acumen through structured training, mentorship, and peer engagement. Who We're Looking For U.S. Bank is looking for motivated self-starters with demonstrated leadership, a strong work ethic, and intellectual curiosity-ready to make an impact in a fast-paced, collaborative environment. Basic Qualifications: * Bachelor's degree completed prior to start date (or equivalent experience with up to 1 year in finance or analytics) * Strong foundation in financial and accounting principles * Available to start on July 13, 2026 Preferred Qualifications: * GPA of 3.0 or higher * Prior experience in banking, credit, financial analysis, or sales * Strong problem-solving, analytical and communication skills * Relationship building skills * Attention to detail and the ability to produce accurate, high-quality work * Ability to manage multiple projects under tight deadlines * Proficiency in Excel and PowerPoint; familiarity with Bloomberg, Capital IQ, Salesforce * Currently pursuing a bachelor's degree with an expected graduation date between December 2025 -June 2026 Working Model: This is a hybrid role, with analysts typically spending three days per week in-office and the remainder remotely. The program is full-time, approximately 40 hours per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $66.6k-78.4k yearly 9d ago

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