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Principal jobs at Citi

- 21 jobs
  • 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 5d ago
  • Principal Associate, Support Engineer - Capital One Software (Remote)

    Capital One 4.7company rating

    Richmond, VA jobs

    Ever since our first credit card customer in 1994, Capital One has recognized that technology and data can enable even large companies to be innovative and personalized. As one of the first large enterprises to go all-in on the public cloud, Capital One needed to build cloud and data management tools that didn't exist in the marketplace to enable us to operate at scale in the cloud. And in 2022, we publicly announced Capital One Software and brought our first B2B software solution, Slingshot, to market. Building on Capital One's pioneering adoption of modern cloud and data capabilities, Capital One Software is helping accelerate the data management journey at scale for businesses operating in the cloud. If you think of the kind of challenges that companies face - things like data publishing, data consumption, data governance, and infrastructure management - we've built tools to address these various needs along the way. Capital One Software will continue to explore where we can bring our solutions to market to help other businesses address these same needs going forward. Job Summary: We are seeking a highly skilled and motivated Production Support Principal Associate to join our Capital One Software Support team in a fast-paced Software as a Service (Saas) organization. As a key member of our technical support group, you will play a critical role in ensuring the reliability, performance, and optimal functionality of our SaaS product. The ideal candidate should have a strong background in system engineering, troubleshooting, and customer support. Responsibilities: Provide advanced technical support for complex issues, addressing system and application-related challenges. Familiarity with microservices architecture, understanding how to support and troubleshoot microservices-based applications. Proficient in writing and executing SQL script to extract and analyze data. Diagnose and resolve software issues in a timely and efficient manner to meet service level agreements (SLAs). Monitor system performance and proactively identify potential issues before they impact users. Create and maintain comprehensive documentation related to troubleshooting procedures, system configurations, and support processes. Share knowledge with team members and contribute to the development of training materials. Work closely with cross-functional teams, including software developers , product managers and platform engineers to address and resolve complex technical issues. Collaborate with Level 3 support to perform root cause analysis and contribute to long-term solutions. Communicate effectively with customers to understand and troubleshoot issues, providing timely updates and resolutions. Ensure a high level of customer satisfaction through professional and courteous interactions. Identify opportunities for automation to streamline repetitive tasks and enhance efficiency. Contribute to continuous improvement initiatives, suggesting and implementing process enhancements. Participate in on-call rotations to provide 24/7 support for major incidents. Respond promptly to emergency situations, contributing to swift resolution and minimizing downtime. If you are a highly analytical and collaborative individual with a passion for ensuring the seamless operation of SaaS solutions, we invite you to apply for this challenging and rewarding position. Join us in delivering exceptional support to our clients and contributing to the success of our innovative SaaS products. Basic Qualifications: Bachelor's degree in Computer Science, Information Technology, or a related field. At least 4 years of system engineering experience At least 3 years of software troubleshooting or software customer support experience Preferred Qualifications: Experience with scripting languages (Python, Bash) 3 + years of experience with public cloud technologies 2 + years of experience using monitoring tools (AWS Cloudwatch, Splunk, New Relic, Solarwinds) 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): $106,700 - $121,700 for Lead Support Specialist McLean, VA: $117,300 - $133,900 for Lead Support Specialist Richmond, VA: $106,700 - $121,700 for Lead Support Specialist 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).
    $117.3k-133.9k yearly Auto-Apply 60d+ ago
  • Work from Home Principal Associate Risk Specialist - Channels Well Managed

    Capital One 4.7company rating

    Richmond, VA jobs

    Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Customer Operations role may be the role for you! To be eligible for this role, candidates must live within 100 miles radius of one of the following zip codes (excluding CA) and report in person, when required, with at least 24 hours notice. 23060 (Richmond, VA) 23320 (Chesapeake, VA) 33634 (Tampa, FL) 89144 (Las Vegas, NV) 75024 (Plano, TX) 19801 (Wilmington, DE) 68521 (Lincoln, NE) 56301 (St. Cloud, MN) Role Description We are seeking a highly motivated Risk professional with excellent organizational, project & process management and communication skills. This individual will have demonstrated the ability to mine data, identify grounded problem statements and drive holistic solutions that deliver business value. In this role, you will support and manage work within the Operations Well Managed team, with a high level of exposure to senior leaders. You will partner with colleagues across legal, compliance, finance, Card Risk and other lines of business to deliver results that have a direct impact on customer experience. You will directly support our horizontal continuous improvement framework (Signal, Organize and Solve) delivering process improvements and removing risk. What You'll Do: Provide leadership for Signal Organize and Solve (SOS) framework through established processes to identify and mitigate emerging risk signals across the Customer Services & Strategy ecosystem Use Lean Six Sigma and other analytical methods to detect process/control gaps, and emerging risks within key processes Leverage data from Risk Events/Issues, Risk Signal Dashboard, Complaints and other data sources to derive insights that will influence risk mitigation Perform data-driven assessments to evaluate process health, identify trends, and determine root causes of recurring issues Validate severity, impact, and prioritization of identified risks in alignment with enterprise standards Conduct end-to-end assessments to evaluate impacts across shared processes, customer experiences, and control environments. Lead or support issue management activities, including root-cause validation, remediation planning, and sustainable solution design. Review and assess remediation actions to confirm effectiveness, sufficiency, and alignment with enterprise risk expectations. Monitor key risk indicators and produce clear reporting on emerging themes, control performance, and issue status. Partner effectively with Legal, Compliance and other teams to understand exposure from breakdowns and control inefficiencies to provide guidance to the business Provide subject-matter expertise in risk evaluation, process governance, and continuous improvement practices. Influence the streamlining of interactions with the business operations and accountable executives to provide progress updates, timely escalation of obstacles, and process improvement opportunities Develop a deep understanding of corporate risk management standards and utilize all Risk Management tools, playbooks and systems Train and develop others as necessary To be great at these things, a great candidate will have / be: An experienced leader in cross-functional work, influencing stakeholders, and operating in fast-paced environments You have experience in operational risk, process engineering, issue management with strong analytical and problem-solving skills leveraging Lean Six Sigma or similar methodologies Inspire others, through your amazing interpersonal skills, including oral and written communication You work better as a team, listening to others opinions and collaboration is your strong suite Build strong relationships and interacting with key stakeholders at all levels across the company to manage, inform, and influence outcomes Ability to use your judgment and critical thinking skills to translate complex risk insights into clear, actionable recommendations Innovates frequently, offers ideas regularly, likes to brainstorm and solve puzzles Acts with the highest levels of integrity in all circumstances and brings commitment to being well-managed in all dimensions of work Demonstrates excellent time management, bringing the ability to quickly put structure in place to manage work in a dynamic, complex environment Basic Qualifications: High school diploma, GED, or equivalent certification At least 2 years of experience in Risk Management At least 1 year of experience in Project Management At least 1 year of experience in People Leadership At least 2 years of experience using Google Suite or Microsoft Office Preferred Qualifications: At least 3 years of experience in Risk Management At least 2 years of experience in Project Management At least 2 years of experience in People Leadership At least 1 year of experience in Process Management Work from Home Technology Requirements Secure home office environment that is free from background noise and distractions Reliable private internet connection that is not supplied via cellular data or hotspot is required A private network that is password protected where you have ownership or line of site sight to every device on the network Internet service must be provided by Cable or Fiber Internet Service Providers (ISP) Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. Work from Home Location Requirements Candidates must live within 100 mile radius of 23060 (Richmond, VA), 23320 (Chesapeake, VA), 33634 (Tampa, FL), 89144 (Las Vegas, NV), 75024 (Plano, TX), 19801 (Wilmington, DE), 68521 (Lincoln, NE) or 56301 (St. Cloud, MN) and report in person, when required, with at least than 24 hours notice. We are unable to consider applicants who: Do not maintain network-compatible internet access Live or work beyond the 100 mile radius of their dedicated location, or Live or work in the state of California. 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. Plano, TX: $106,700 - $121,700 for Principal Risk Specialist Chesapeake, VA: $106,700 - $121,700 for Principal Risk Specialist Tampa, FL: $106,700 - $121,700 for Principal Risk Specialist Lincoln, NE: $106,700 - $121,700 for Principal Risk Specialist Las Vegas, NV: $106,700 - $121,700 for Principal Risk Specialist Wilmington, DE: $106,700 - $121,700 for Principal Risk Specialist Richmond, VA: $106,700 - $121,700 for Principal Risk Specialist St Cloud, MN: $106,700 - $121,700 for Principal Risk Specialist 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).
    $106.7k-121.7k yearly Auto-Apply 4d ago
  • Principal Associate, Client Services

    Capital One 4.7company rating

    Charlotte, NC jobs

    Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC, Plano, TX, Richmond, VA, or McLean, VA. Commercial Client Operations (CCO) is one of the largest divisions in the Commercial Bank. This team's scope is horizontal across the bank and as such it supports numerous critical processes and transactions. By incubating innovative solutions and embracing technology, this team creates an unforgettable and unparalleled experience for our associates and clients. One of the most impactful groups within CCO is the Client Solutions team. The Client Solutions team works with the Commercial Bank's clients, both proactively and reactively for all of their servicing needs. All of our associates are on the frontline, delivering on our commitment to provide a beautiful client experience. We are growing and looking for great customer focused advocates to join the team. We are currently searching for a Senior Associate, Client Service. At the Principal Associate level, you will be a people leader in a dynamic, fast-paced environment. You will need to have exceptional communication skills (verbal, written, presentation, and interpersonal), a positive mindset and, above all, a "client first" work ethic. You will be required to balance risk to Capital One while delivering an industry-leading experience to clients. This individual's responsibilities will include: **Responsibilities:** + Manage a pod of Client Service associates including development and performancemanagement. + Lead the management of day-to-day pod BAU work, identify work trends and issues, andreview well-managed reports and dashboards to ensure the pod's work is progressingproperly. + Lead the development of CS strategy, and identify opportunities to improve internal controls, processes, and procedures. + Serve as process managers of various L3 processes. + Serve as the first line of defense for troubleshooting identified problems, and as the POCthrough whom all pod issues, risks, and other escalations are communicated to senior leadership. + Own the client experience in all interactions including detailed follow through + Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels; bring awareness to management any constraints or concerns + Keep internal and external stakeholders (client, sales, service, operations, product) informed of status, risks and issues to delivery + When complaints, problems and/or issues arise work with partners driving to root cause and identifying sustainable, repeatable solutions to ensure repeat occurrences are avoided for all clients + Make it easy for a client to interact with Capital One + Learn and become an expert in Capital One credit, deposit, and treasury management + products and services to proactively and reactively resolve client's needs + Research and learn about your client's industry, business, and individual banking needs + Collaborate within and across teams and organizations to analyze and resolve client issues + Advocate for client's needs with internal stakeholders by providing thoughtful feedback onwhere clients are achieving their goals as well as where their needs are not being met + Develop effective solutions for clients when something doesn't go as planned and eloquently recover to delight the client + Represents Client Solutions with internal partners and clients based on proven track record + of sound judgment + Develop solutions to problems based on subject matter expertise and research of areas + within and beyond own area of responsibility + Deliver results which routinely exceed requirements and expectations with minimal guidance on unstructured objectives + Contribute to team goals and actively questions decisions and assumptions to elevate team performance + Travel to client sites when required + Work on projects as requested + Own your individual development **Desired Attributes and Skills - We Seek Associates Who Are:** + Passionate about both delivering a great client experience and complying with laws and regulations + Forward leaning into technology, automation, and emerging financial products + Fluid in adapting to and embracing change for themselves and with othersintellectually curious, inquisitive, and open minded + Integrated thinkers and creative problem solvers + Exceptional and confident communicators, negotiators, and influencers + Tenacious in pursuing and achieving their goals and objectives + Motivated to achieve results through teamwork and collaboration + Proactive about their own development and learning with an optimistic, growth mindset **Work from Home Technology Requirements:** + A secure home office environment that is free from background noise and distractions + A reliable private internet connection that is not supplied via cellular data or hotspot + A private network that is password protected where you have ownership or line of sight to every device on the network + Internet service must be provided by Cable or fiber Internet Service Provides (ISP) + Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions + ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred + To validate ISP speeds from a Chrome browser, go to ************** , type Speed Test and run from the Google landing page + Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. **Work from Home Living Requirements:** + Candidates must live within approximately 50 miles of one of the hub locations based in 28203, 75024, 23238, or 22102 and be comfortable coming in person whenever required with no less than 24 hours notice. **Basic Qualifications:** + High School Diploma, GED or equivalent certification + At least 3 years of experience in client services, customer service, business process management, project management, relationship management or risk management + At least 3 years of experience in Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs) **Preferred Qualifications:** + Bachelor's Degree or Military experience + 4+ years of experience in client services or customer service + 4+ years of experience with Treasury Management, Project Management, Relationship Management or Risk Management + Lean, Agile, Six Sigma, Business Process Management, or Project Management certification **_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._** **\#CommOps** 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. Charlotte, NC: $93,400 - $106,600 for Client Service Principal Associate McLean, VA: $102,700 - $117,200 for Client Service Principal Associate Plano, TX: $93,400 - $106,600 for Client Service Principal Associate Richmond, VA: $93,400 - $106,600 for Client Service Principal Associate 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).
    $102.7k-117.2k yearly 10d ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorgan Chase 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 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
    $139k-221k yearly est. 60d+ ago
  • U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)

    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 - Executive Director or Vice President (Columbus, OH)

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210568807 JobSchedule: Full time JobShift: : 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
  • Analytic Associate Vice President

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Join a team that encompasses a variety of Data and Analytics disciplines, from data governance, data strategy and partnerships, reporting, data science, and machine learning. You will be critical in enabling the business to innovate through the strategic use of its data, while simultaneously ensuring that data is of good quality and well-protected and be responsible for data across different LOB's domains. **Job Responsibilities:** + Define and execute strategies for developing and delivering product data to support strategic objectives, business operations, advanced analytics, and reporting. + Develop a strong understanding of data usage within and across lines of business by collaborating with stakeholders such as Product Owners, LOB's, analytics leads, and business process owners. + Establish and maintain expectations for data accuracy, completeness, and timeliness; coordinate resources to deliver data quality and resolve issues promptly to maintain data consumer trust. + Direct the development and execution of processes to identify, monitor, and mitigate data risks, including data protection, retention, and quality, ensuring compliance with Firmwide policies and standards. + Build and maintain strong relationships with data delivery partners and consumers, including senior leaders. + Demonstrate governance by tracking and managing workstreams and initiatives, agreeing on KPIs, data quality, prioritizing deliverables, addressing risks, and ensuring successful delivery. + Develop insightful dashboards to provide actionable business intelligence and support decision-making, as well as any applicable reporting. + Apply strong analytical and problem-solving skills to interpret complex data sets. **Required Qualifications, Capabilities, and Skills:** + Bachelor's degree required; minimum 6 years of industry experience in a data-related field. + Proficiency in data querying and manipulation using technologies such as SQL and Python. + Demonstrated ability to manage tight delivery timelines across multiple workstreams and drive strategic change. + Design, deploy, and manage automation and analytical solutions using Python, Alteryx, SQL etc. 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
    $106k-142k yearly est. 14d ago
  • FINRA Supervisory Principal - PNC Wealth Management

    PNC Financial Services Group, Inc. 4.4company rating

    Pennsylvania jobs

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a FINRA Supervisory Principal within PNC Wealth Management, you may be based in a remote location. This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Partners with regulatory risk manager to execute regulatory risk initiatives including setting up, building and monitoring initiatives. Challenges internal service partners and lines of business to ensure appropriate execution within and across business and risk areas. * Ensures appropriate documentation is completed. Includes review of reporting by risk area on compliance validation, control framework and risk profiles, escalating issues to management when necessary. * Identifies potential audit issues and MRAs to ensure timely and appropriate execution by business and risk areas. Communicates those potential issues and the execution plan to the lines of business. * Participates in regulatory and audit meetings as appropriate. May include participating in business staff meetings as appropriate to provide an update of status/progress. * Interacts with lines of business, and/or external and internal partners, in their role of monitoring the execution of regulations. Participates in business staff meetings to provide an update of status/progress. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Compliance Reporting, Customer Risk, Decision Making, Regulatory Requirements, Risk Assessments, Risk Control, Strategic Objectives Competencies Accuracy and Attention to Detail, Decision Making and Critical Thinking, Financial Analysis, Financial Risk Management, Internal Controls, Interpersonal Relationships, Organizational Savvy and Politics, Planning and Organizing, Process Management, Regulatory Environment - Financial Services Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7, 66 (or 63/65), 24 (or 9/10) required. In addition, FINRA Series 4 and 53 required for trade review. State insurance license preferred. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $71k-93k yearly est. 10d ago
  • FINRA Supervisory Principal - PNC Wealth Management

    PNC Financial Services Group, Inc. 4.4company rating

    Pittsburgh, PA jobs

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a FINRA Supervisory Principal within PNC Wealth Management, you may be based in a remote location. This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Partners with regulatory risk manager to execute regulatory risk initiatives including setting up, building and monitoring initiatives. Challenges internal service partners and lines of business to ensure appropriate execution within and across business and risk areas. * Ensures appropriate documentation is completed. Includes review of reporting by risk area on compliance validation, control framework and risk profiles, escalating issues to management when necessary. * Identifies potential audit issues and MRAs to ensure timely and appropriate execution by business and risk areas. Communicates those potential issues and the execution plan to the lines of business. * Participates in regulatory and audit meetings as appropriate. May include participating in business staff meetings as appropriate to provide an update of status/progress. * Interacts with lines of business, and/or external and internal partners, in their role of monitoring the execution of regulations. Participates in business staff meetings to provide an update of status/progress. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Compliance Reporting, Customer Risk, Decision Making, Regulatory Requirements, Risk Assessments, Risk Control, Strategic Objectives Competencies Accuracy and Attention to Detail, Decision Making and Critical Thinking, Financial Analysis, Financial Risk Management, Internal Controls, Interpersonal Relationships, Organizational Savvy and Politics, Planning and Organizing, Process Management, Regulatory Environment - Financial Services Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7, 66 (or 63/65), 24 (or 9/10) required. In addition, FINRA Series 4 and 53 required for trade review. State insurance license preferred. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $71k-92k yearly est. 9d ago
  • Senior Vice President, Data Architect

    BNY Mellon 4.4company rating

    Lake Mary, FL jobs

    Pershing, LLC seeks a Senior Vice President, Data Architect for its Lake Mary, FL location. DUTIES: Responsible for the delivery of high-quality data architectural solutions, including enterprise and line of business architectures, while ensuring compliance with company policies. Initiate and drive processes that unleash the value of the company's data assets to gain competitive advantage in the marketplace. Strategize and contribute to enterprise level technological initiatives on data governance, and usage. Define and implement data architecture for corporate data governance and database design principles. Ensure data management business solution deliveries. Adhere to the established data architecture methodologies and standards, and in compliance with company policy. Identify organization-wide initiatives and make recommendations for the use of data warehouse technology. Liaise with senior management regarding resource requirements necessary to promote warehousing goals. Coordinate warehousing activities of the organization to assure the strategic goals of the organization are met, and to assure integration of corporate data constructs (logical and physical database designs). Work toward architectures enterprise data solutions. Perform enterprise planning and designing solutions for emerging business and complex technology environments, including data warehousing. Identify and recommend ways to drive more value out of the company's data. Design stable and flexible high performance database solutions, maximizing data reuse and avoiding data redundancy, according to the current and anticipated business rules, following SDLC. Work with other stakeholders in optimizing database solutions. Remote work may be permitted within a commutable distance from the worksite. REQUIREMENTS: Bachelor's degree, or foreign equivalent, in Computer Science, Applied Computer Science, Computer Engineering, or a related field, and ten (10) years of experience in the job offered or in a related IT occupation in the financial services industry. Ten (10) years of experience must include: Performing enterprise planning and designing solutions for emerging business and complex technology environments; Developing logical and physical data models with appropriate data dictionaries that cater to the specific business and functional requirements of applications using Data Modelling Tool Erwin; Building Big Data architectures and solutions in Teradata, and handling Data Lake Technologies using Hadoop and Hive; Designing stable and flexible high performance database solutions on data lakes for Structured and Semi-structured data formats; and Utilizing development tools including Service Now, Jira, and GIT, as well as Agile and Waterfall methodologies for continuous code deployment. Qualified applicants please apply online at ************************************** and utilize reference code #67705. Please indicate “referral source - advertisement - WEB.”
    $127k-201k yearly est. Auto-Apply 60d+ ago
  • Senior Vice President, Production Services Infrastructure Support

    BNY Mellon 4.4company rating

    Jersey City, NJ jobs

    Technology Services Group Inc. seeks SVP, Production Services Infrastructure Support in Jersey City, NJ, to design, implement, integrate, and provide full support for complex software in a multi-tiered, multi-platform environment. Maintain and support moderately complex infrastructure environments. Perform complex troubleshooting as a subject matter expert. Work to ensure appropriate monitoring and alerting setup. Lead root cause analysis and problem management for complex problems to address underlying technical issues. Collaborate with business and application development stakeholders. Coordinate production readiness reviews for new releases and validate the supportability of changes prior to introduction into production, Perform production readiness reviews and PTO controls for new releases and projects. Analyze system requirements. Review and evaluate plans for major projects and initiatives to ensure they meet system needs. Coordinate the monitoring of major changes to infrastructure environment. Analyze the most complex issues that arise. Collaborate with infrastructure engineering, quality assurance, app support for capacity monitoring & instrumentation. Perform complex incident, problem management and troubleshooting. Maintain business and operation relationships to ensure business needs are addressed. Interface with other technology groups including Application Development and Support. Remote work may be permitted within a commutable distance from the worksite. REQUIREMENTS: Bachelor's degree, or foreign equivalent, in Computer Science, Computer Engineering, Information Technology, or a related field, and ten (10) years of progressively responsible experience in the job offered or in a related IT network occupation. Ten (10) years of progressively responsible experience must include: Implementing, maintaining, and troubleshooting corporate wireless infrastructure and using comprehensive understanding of the enterprise network infrastructure to oversee the entire wireless traffic flow; Implementing, maintaining, and troubleshooting remote access technology across multiple vendor platform to support various types of end user equipment and identify varieties of user access issues; Performing configuration and policy structure of the corporate web proxy and cloud-based proxy, and managing URL filtering, content filtering, and web access controls, and troubleshooting complicated web access issues; Understanding local and global load balancing technology and applying to business use cases, and providing network efficiency and resiliency by using variations of technique to fully maximize the load balancer functions; Administering the global Domain Name System and Dynamic Host Configuration Protocol using IP address management tool; and Handling routing protocols including EIGRP, OSPF, and BGP, and troubleshooting complicated routing issues. Qualified applicants please apply online at ************************************** and utilize reference code #64985. Please indicate “referral source - advertisement - WEB.” BNY assesses market data to ensure a competitive compensation package for our employees. The base salary/range for this position is expected to be $209,100.00 - $221,000.00 per year at the commencement of employment. Base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify the base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. BNY is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans.
    $209.1k-221k yearly Auto-Apply 19d ago
  • Senior Vice President, Domain Architect

    BNY Mellon 4.4company rating

    Jersey City, NJ jobs

    Pershing, LLC seeks a Senior Vice President, Domain Architect for its Jersey City, NJ location. DUTIES: Responsible for the delivery of high-quality architectural solutions, while ensuring compliance with company policies. Strategize and contribute to enterprise level technological initiatives on architectures, patterns and standards. Define and implement architecture and design in accordance with architecture principles. Adhere to established architecture methodologies and standards and ensure compliance with company policy. Identify organization-wide initiatives and make recommendations for the use of technology. Work closely with senior management to educate and to articulate resource requirements necessary to promote architecture goals. Coordinate architecture activities of the organization to assure the strategic goals of the organization are met. Work toward architecture and design solutions. Perform enterprise planning and designing solutions for emerging business and complex technology environments. Identify and recommend ways to drive more value out of the company's technology assets. Works with other stakeholders in optimizing architecture solutions objectives Remote work may be permitted within a commutable distance from the worksite. REQUIREMENTS: Bachelor's degree, or foreign equivalent, in Computer Science, Computer Engineering, or a related field, and ten (10) years of experience in the job offered or in a related IT occupation. Ten (10) years of experience must include: Designing and developing client proposal and investment modelling tools tailored to different personas including advisors and wealth managers; Performing proof of concepts, negotiations, and selection of products and tools to support application strategy, and working closely with financial software vendors to integrate vendor components within a larger framework; Utilizing Angular, TypeScript, Java, Spring boot, REST APIs, Microservices Architecture, Python, SQL Server, Mongo & Oracle technologies and deploying and supporting them in a cloud environment; Developing RESTful APIs to be externally exposed to financial services clients, and designing efficient, easily understood, and extensible signatures; Utilizing a SAFe agile environment, and rapidly iterating with product / UX teams; and Understanding DevOps principles and practices, including CI/CD pipelines to automate the build, test, and deployment processes for modernized mainframe applications, ensuring faster and reliable software delivery. Salary Range: $176,661.48 to $203,000.00/yr. Qualified applicants please apply online at ************************************** and utilize reference code #67615. Please indicate “referral source - advertisement - WEB.” Pershing, LLC assesses market data to ensure a competitive compensation package for our employees. The base salary/range for this position is expected to be $176,661.48 to $203,000.00 per year at the commencement of employment. Base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the Pershing, LLC total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
    $176.7k-203k 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 47d ago
  • Analytic Associate Vice President

    Jpmorganchase 4.8company rating

    Ohio jobs

    Join a team that encompasses a variety of Data and Analytics disciplines, from data governance, data strategy and partnerships, reporting, data science, and machine learning. You will be critical in enabling the business to innovate through the strategic use of its data, while simultaneously ensuring that data is of good quality and well-protected and be responsible for data across different LOB's domains. Job Responsibilities: Define and execute strategies for developing and delivering product data to support strategic objectives, business operations, advanced analytics, and reporting. Develop a strong understanding of data usage within and across lines of business by collaborating with stakeholders such as Product Owners, LOB's, analytics leads, and business process owners. Establish and maintain expectations for data accuracy, completeness, and timeliness; coordinate resources to deliver data quality and resolve issues promptly to maintain data consumer trust. Direct the development and execution of processes to identify, monitor, and mitigate data risks, including data protection, retention, and quality, ensuring compliance with Firmwide policies and standards. Build and maintain strong relationships with data delivery partners and consumers, including senior leaders. Demonstrate governance by tracking and managing workstreams and initiatives, agreeing on KPIs, data quality, prioritizing deliverables, addressing risks, and ensuring successful delivery. Develop insightful dashboards to provide actionable business intelligence and support decision-making, as well as any applicable reporting. Apply strong analytical and problem-solving skills to interpret complex data sets. Required Qualifications, Capabilities, and Skills: Bachelor's degree required; minimum 6 years of industry experience in a data-related field. Proficiency in data querying and manipulation using technologies such as SQL and Python. Demonstrated ability to manage tight delivery timelines across multiple workstreams and drive strategic change. Design, deploy, and manage automation and analytical solutions using Python, Alteryx, SQL etc.
    $107k-142k yearly est. Auto-Apply 17d ago
  • Analytic Associate Vice President

    Jpmorgan Chase & Co 4.8company rating

    Ohio jobs

    JobID: 210687803 JobSchedule: Full time JobShift: : Join a team that encompasses a variety of Data and Analytics disciplines, from data governance, data strategy and partnerships, reporting, data science, and machine learning. You will be critical in enabling the business to innovate through the strategic use of its data, while simultaneously ensuring that data is of good quality and well-protected and be responsible for data across different LOB's domains. Job Responsibilities: * Define and execute strategies for developing and delivering product data to support strategic objectives, business operations, advanced analytics, and reporting. * Develop a strong understanding of data usage within and across lines of business by collaborating with stakeholders such as Product Owners, LOB's, analytics leads, and business process owners. * Establish and maintain expectations for data accuracy, completeness, and timeliness; coordinate resources to deliver data quality and resolve issues promptly to maintain data consumer trust. * Direct the development and execution of processes to identify, monitor, and mitigate data risks, including data protection, retention, and quality, ensuring compliance with Firmwide policies and standards. * Build and maintain strong relationships with data delivery partners and consumers, including senior leaders. * Demonstrate governance by tracking and managing workstreams and initiatives, agreeing on KPIs, data quality, prioritizing deliverables, addressing risks, and ensuring successful delivery. * Develop insightful dashboards to provide actionable business intelligence and support decision-making, as well as any applicable reporting. * Apply strong analytical and problem-solving skills to interpret complex data sets. Required Qualifications, Capabilities, and Skills: * Bachelor's degree required; minimum 6 years of industry experience in a data-related field. * Proficiency in data querying and manipulation using technologies such as SQL and Python. * Demonstrated ability to manage tight delivery timelines across multiple workstreams and drive strategic change. * Design, deploy, and manage automation and analytical solutions using Python, Alteryx, SQL etc.
    $107k-142k yearly est. Auto-Apply 16d ago
  • Director, ABL Portfolio Management

    Fifth Third Bank, N.A 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. Director, ABL Portfolio Management Total Base Pay Range 94,500.00 - 203,200.00 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. 19d ago
  • Director, ABL Portfolio Management

    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. Director, ABL Portfolio Management Total Base Pay Range 94,500.00 - 203,200.00 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 19d ago
  • Director, ABL Portfolio Management

    Fifth Third Bank, N.A 4.6company rating

    Cincinnati, 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. Director, ABL Portfolio Management Total Base Pay Range 94,500.00 - 203,200.00 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.
    $95k-122k yearly est. 19d ago
  • Director, ABL Portfolio Management

    Fifth Third Bank 4.6company rating

    Cincinnati, 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. Director, ABL Portfolio Management Total Base Pay Range 94,500.00 - 203,200.00 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.
    $95k-122k yearly est. Auto-Apply 19d ago

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