Senior Vice President-Operations jobs at Citi

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

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

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

We're seeking an **Executive Director, Transformation & Servicing Innovation** to join our dynamic team. This is a critical role that will serve as a strategic partner to the Head of Servicing Operations and the Head of AI Strategy and Transformation, shaping the future of how we operate. As the Executive Director of Transformation & Servicing Innovation within the Transformation & Servicing Innovation team, you will be at the forefront of a pivotal period of strategic evolution, responsible for leading significant transformation across a massive 12,000+ Full-Time Equivalent organization, primarily composed of call center and back office agents. You will dramatically enhance our client service capabilities, instill a culture of continuous improvement, and champion innovative new ways of working, with a strong focus on leveraging cutting-edge Artificial Intelligence. This is more than just a leadership position; it's an opportunity to be the primary orchestrator of our Servicing Operations' transformation portfolio. You will bridge the gap between bold strategic vision and flawless operational execution, ensuring our client services remain at the pinnacle of efficiency, effectiveness, and customer satisfaction. If you thrive in complex environments, are a master influencer, and possess a relentless promote for impactful delivery, this role offers an unparalleled chance to make a profound impact on our Consumer and Community Banking client base and thousands of our front-line specialists. **Job Responsibilities** + **Define and Drive Strategic Transformation:** Collaborate closely with leadership to identify and prioritize high-impact opportunities within Servicing Operations. Develop and execute a comprehensive transformation roadmap, with a strong focus on becoming an AI-enabled organization ready for future ways of working. Translate high-level goals into actionable initiatives, establishing clear, measurable KPIs. + **Champion AI and Emerging Technologies:** Lead the strategic direction for leveraging AI, agentic capabilities, and large language models (LLMs) to unlock significant operational efficiencies and reshape future work practices within Servicing Operations. + **Orchestrate Transformation Initiatives:** Take ownership as the central point of contact for Servicing Operations' transformation portfolio. Strategically organize and drive a robust portfolio of initiatives, ensuring rigorous tracking, on-time and on-budget delivery, and seamless integration into business operations. + **Lead Cross-Functional Change:** Act as a local champion and primary integrator, fostering a culture of innovation and continuous improvement. Build strong coalitions across all organizational levels, effectively communicating the \"why\" behind changes, celebrating successes, and proactively mitigating resistance. + **Identify & Implement Operational Enhancements:** Utilize data and analytics to pinpoint inefficiencies and areas for optimization within servicing operations. Champion the adoption of emerging technologies to boost productivity, elevate customer experience, and strengthen operational resiliency. + **Mitigate Risk & Ensure Compliance:** Proactively identify and manage risks associated with transformation initiatives. Ensure unwavering compliance with regulatory, operational, and organizational policies throughout all changes to processes and systems. + **Foster Cross-Team Collaboration:** Partner with Servicing Operations leaders, front-line managers, staff, and CCB Ops & Product Teams to uncover pain points, inform opportunities, and secure prioritization for AI and innovative solutions. + **Develop Data-Driven Business Cases:** Create compelling, data-driven business cases for each proposed initiative, quantifying potential impacts across cost, expense savings, risk mitigation, and both customer and employee experience. + **Enhance Transparency & Buy-in:** Establish routines to improve transparency of cross-firm initiatives within Servicing Operations. Provide regular, credible reporting on transformation progress to key strategic stakeholders, proving the value of our investments and ensuring strong buy-in from leadership and staff for smoother adoption of new technologies and processes. + **Drive Leadership Alignment & Representation:** Report directly to the Head of Customer Service Strategy, Customer Experience, and Performance Excellence, with dotted line accountability into the Head of AI Strategy & Transformation Office. Act as a key representative for the Servicing Organization in senior leadership meetings, articulating and advancing Operations-led strategic initiatives through impactful executive-level presentations. **Required qualifications, skills, and capabilities** + **15 years of progressive leadership experience** with a strong focus on large-scale business transformation and operational excellence. + **Demonstrated expertise in large-scale client service environments (10,000+ employees)** , particularly within call centers and investigation operations, understanding their unique challenges and opportunities. + **Proven management consulting background** with extensive experience in strategic problem-solving, organizational design, process re-engineering, and complex change management. + **Deep expertise in leading and driving organizational change** , including cultural transformation, technology adoption, and workforce evolution. + **Strong track record of leveraging technology (especially AI/ML)** to significantly improve efficiency, customer satisfaction, and operational performance. + **Exceptional strategic thinking and analytical skills** , capable of translating complex data into actionable insights and strategic recommendations. + **Robust technology and operations knowledge** , including expertise in policy, procedures, risk, and controls. + Bachelor's degree required. + Flexibility to travel as needed. **Preferred qualifications, skills, and capabilities** + Master's degree in Business Administration, Engineering, or a related field is highly preferred; Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $213,750.00 - $300,000.00 / year

As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class.. As a Check Fraud Strategy Vice President in Consumer and Community Banking, you will work closely with the fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers. You will partner with the consumer and business banking, operations, technology and product teams. Our team leverages analytics to develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts. **Job Responsibilities** + Manage a team of fraud strategy professionals to monitor fraud trends in the portfolio + Develop insights around potential gaps in defenses and propose solutions using data from across the firm + Leverage advanced machine learning models and other advanced analytics + Develop strategies and actions that balance fraud losses, operational expenses, and customer impacts + Work closely with partners across the firm to develop a joint list of projects + Deliver solutions that keep the firm and customers safe from fraud while supporting business growth + Collaborate with the fraud risk technical product team to deliver best-in-class fraud fighting capabilities **Required Qualifications, Capabilities, and Skills** + Bachelor's or Master's degree + 7+ years of professional experience related to strategic analytics, risk management, or data science + Strong knowledge of programming language like SAS, SQL + Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity + Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications. Proficient in Excel & PowerPoint + Ability to mentor and develop a team of analysts, managing their book of work to deliver on business objectives + Excellent organizational and project management skills; able to manage competing priorities under tight deadlines + Proven ability to collaborate and build strong partnerships. + Intellectual curiosity with a proven ability to learn quickly + High degree of initiative, self-direction, and ability to work well under pressure **Preferred Qualifications, Capabilities and Skills** + Prior experience working in Fraud risk, especially Check Fraud + Passion for problem solving **To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class.. As a Check Fraud Strategy Vice President in Consumer and Community Banking, you will work closely with the fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers. You will partner with the consumer and business banking, operations, technology and product teams. Our team leverages analytics to develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts. Job Responsibilities Manage a team of fraud strategy professionals to monitor fraud trends in the portfolio Develop insights around potential gaps in defenses and propose solutions using data from across the firm Leverage advanced machine learning models and other advanced analytics Develop strategies and actions that balance fraud losses, operational expenses, and customer impacts Work closely with partners across the firm to develop a joint list of projects Deliver solutions that keep the firm and customers safe from fraud while supporting business growth Collaborate with the fraud risk technical product team to deliver best-in-class fraud fighting capabilities Required Qualifications, Capabilities, and Skills Bachelor's or Master's degree 7+ years of professional experience related to strategic analytics, risk management, or data science Strong knowledge of programming language like SAS, SQL Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications. Proficient in Excel & PowerPoint Ability to mentor and develop a team of analysts, managing their book of work to deliver on business objectives Excellent organizational and project management skills; able to manage competing priorities under tight deadlines Proven ability to collaborate and build strong partnerships. Intellectual curiosity with a proven ability to learn quickly High degree of initiative, self-direction, and ability to work well under pressure Preferred Qualifications, Capabilities and Skills Prior experience working in Fraud risk, especially Check Fraud Passion for problem solving

JobID: 210692014 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $175,750.00-$260,000.00 As the Head of AM Operations Data Strategy, you will be responsible for defining and executing a comprehensive strategy for the development, governance, and delivery of data across Asset Management Operations, with a particular focus on position, transaction, performance, and attribution data domains. This executive role ensures that data is managed as a strategic asset, supporting business objectives, operational excellence, advanced analytics, and reporting. The role requires deep expertise in fund accounting, investment accounting, and accounting principles to ensure data integrity and compliance across all operational processes. The successful candidate will ensure that data inputs, outputs, and impacts are well understood and optimized for key consumers, including portfolio managers, investment specialists, client service teams, and other operations stakeholders. Job Responsibilities: Drive Data Strategy & Governance * Partner with the AWM Chief Data Officer (CDO) to define target data architecture and maintain the scope and boundaries for the position, transaction, performance, and attribution data domains, ensuring alignment with Asset Management's data strategy. Collaborate with business process owners and lead data architects in Technology to design scalable, flexible data architecture for these domains, aligned with business needs and accounting requirements. * Own the data landscape for position, transaction, performance, and attribution domains, including migration planning from legacy systems of record (SORs) to strategic SORs. * Identify and govern Critical Data Elements (CDEs) within these domains, supporting regulatory requirements and documenting data consumption and publication to ensure data lineage and compliance with accounting standards. * Own all data domain artifacts (e.g., data dictionary, data quality rules, data lineage documentation) for position, transaction, performance, and attribution data, and manage a team of AM Operations Data Owners to support the creation, maintenance, and enhancement of these artifacts. * Ensure that data management practices for these domains adhere to clearly defined principles, with a robust operating model sustained in partnership with AM Operations leadership. * Manage the governance and evolution of the data domain structure by participating in the Data Architecture Council and making decisions on domain change requests. * Promote data literacy and a data-driven culture within the position, transaction, performance, and attribution data domains and with Product and Operations partners. * Collaborate with other Data Owners to ensure data integration, integrity, and secure access, while enforcing domain boundaries and validating data quality, especially for accounting-related and performance data. * Own and enforce data contracts, ensuring clear agreements of data quality, accessibility, and usage standards between data producers and consumers. * In partnership with AWM-CDO, work with Product Owners to prioritize data initiatives, manage escalations, and define governance frameworks, including the Data Governance Life Cycle (DGLC), to align with business goals and accounting standards. * Develop and articulate the 'Data Value Proposition' for position, transaction, performance, and attribution data domains, ensuring alignment with business goals and driving initiatives that maximize value derived from these data assets. Develop & Enhance Data Products * Lead engagement with data producers and consumers to understand evolving requirements of the user community, with a focus on position, transaction, performance, and attribution data. * Align with reporting, BI, and data science communities to assess needs for these domains, including accounting, regulatory, and performance reporting. * Develop discoverable and reusable data product requirements for transformation and AI/ML use cases, focused on oversight and scale of Operations data domains. * Lead the identification and prioritization of key datasets in these domains, and create roadmaps for data distribution, including enhancements and new products; monitor usage metrics to drive adoption. * Oversee the construction and registration of data products, ensuring accessibility for AI/ML use cases by sourcing, curating, and assembling position, transaction, performance, and attribution data effectively. * Ensure data is described consistently and meets firmwide standards on documentation, vocabularies, interoperability, and accounting principles. * Ensure that data inputs, outputs, and impacts are well understood and optimized for key consumers, including portfolio managers, investment specialists, client service teams, and other operations stakeholders. Oversee the Mitigation of Data Risks * Oversee data risk metrics through participation in the Data Risk Governance Council and Data Use Council, engaging in discussions and escalation around governance, especially for position, transaction, performance, and attribution data. * Set direction for Product Owners to ensure effective data management within these domains and alignment to execute domain strategies. * Drive Product Owners to execute responsibilities in line with policy expectations for data associated with their domain, including: * Uplift of data quality and implementation of business data quality rules, addressing data quality issues, and driving remediation plans. * Effective management of data retention and destruction. * Ensuring appropriate capabilities are in place to comply with data entitlements and visibility expectations, protecting the security and confidentiality data, and ensuring compliance with relevant regulations and accounting standards. Required qualifications, capabilities, and skills: * Bachelor's degree with demonstrable industry experience in a data-related role, with experience in fund accounting, investment accounting, and accounting principles. * Subject matter expertise in position, transaction, performance, and attribution data domains within an Asset Management ecosystem. * Experience managing delivery across multiple workstreams with varying timelines, priorities, and complexities, especially in accounting, performance, and operations environments. * Demonstrated ability to manage tight delivery timelines and ensure the product and organization are on track to execute and deliver strategic changes that meet goals. * Ability to execute via successful internal partnerships with other organizations, with the ability to influence people at all levels across a broad variety of job functions. * Excellent leadership skills in managing products, programs, projects, and teams. * Structured thinker and effective communicator with excellent written communication skills. Ability to crisply articulate complex technical, performance, and accounting concepts simply to senior audiences with poise and confidence. * Technical understanding of data management and governance, cloud-based data platforms, or data architecture required. * Understanding of product development and Agile methodologies, with experience in product management focused on data products and data-driven decision-making. Preferred qualifications, capabilities, and skills: * Strong familiarity with data management tooling (e.g., quality, observability, discovery, profiling). * Experience with regulatory reporting and compliance in Asset Management Operations. * Experience supporting data needs and impacts for portfolio managers, investment specialists, client service, and operations stakeholders. * Strong familiarity with advanced analytics, machine learning, and AI applications in a business context. * Demonstrated experience with cloud-based data platforms and technologies (e.g., AWS, Azure, Google Cloud).

JobID: 210676872 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$205,000.00; Chicago,IL $118,750.00-$190,000.00 Embrace the challenge of steering complex tech projects, fostering growth and technical excellence in a dynamic environment. Our team develops and executes actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the product development life cycle at Chase. As a Product Operations Strategy Manager on the Product & Experience Analytics Team, you'll play a key role in enhancing productivity and efficiency at Chase Bank through partnering directly with Finance and Operations. You'll help build a team of strategists to provide data-informed strategy, design experiments, engage in product design, direct analysis, and drive prioritized organization change implementation. Your focus will be on raising operational standards and promoting collaboration across teams, using data-driven methods to guide investment decisions and align initiatives with business goals for maximum value. As a member of our team, you will play a crucial role in driving data-driven decision-making and optimizing our product development processes Job Responsibilities * Lead teams of strategists and technical consultants to solve business problems that drive qualitative and quantitative business value, and when necessary, as an individual contributor. * Direct and engage in research efforts to inform strategic proposals for inclusion in internal-facing products designed to drive productivity and efficiency across all employees engaged in building and maintaining the 107 software products at Chase. * Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments across job family personas. * Manage relationships with senior leaders including presentations to CFO, CTO, and CPO. * Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work. * Guide project teams in synthesizing analytical findings for consumption by internal analytical clients and senior executives. * Establish and manage relationships with internal clients and partners. * Identify new project opportunities helping to grow our business pipeline for respective books of work. * Recruit, develop and retain talent by creating an environment of open communication that prioritizes continued learning and growth. * Maintain a rigorous controls environment to ensure accurate and timely results. * Set standards of excellence for the team by demonstrating professional expertise, strong work ethic, integrity and professional behavior. Required Qualifications, Capabilities, and Skills: * 5+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights) * Experience with data analytics and/or visualization techniques (e.g. SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g. Hadoop, Cassandra, AWS) * Experience with design thinking practices and tools (e.g., Lucid, Figma, customer journey mapping) and product management principles (e.g., Agile) * Consulting orientation with ability to influence and effectively lead cross-functional teams * Experience leading project teams and coaching/mentoring early career talent, and improving team culture of a new or existing team * Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical and senior audiences * Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life * Strong time management skills, with ability to multi-task and keep multiple projects on track * Experience and knowledge of data science and analytical methodologies and approaches, and familiarity with various artificial intelligence functionalities * Undergraduate degree in a quantitative discipline Preferred Qualifications, Capabilities, and Skills: * 5+ years of experience at a consulting firm, in tech, or financial services/banking industry * Deep understanding of the financial services or retail banking industry This role is not eligible for visa sponsorship or relocation assistance

We're seeking an Executive Director, Transformation & Servicing Innovation to join our dynamic team. This is a critical role that will serve as a strategic partner to the Head of Servicing Operations and the Head of AI Strategy and Transformation, shaping the future of how we operate. As the Executive Director of Transformation & Servicing Innovation within the Transformation & Servicing Innovation team, you will be at the forefront of a pivotal period of strategic evolution, responsible for leading significant transformation across a massive 12,000+ Full-Time Equivalent organization, primarily composed of call center and back office agents. You will dramatically enhance our client service capabilities, instill a culture of continuous improvement, and champion innovative new ways of working, with a strong focus on leveraging cutting-edge Artificial Intelligence. This is more than just a leadership position; it's an opportunity to be the primary orchestrator of our Servicing Operations' transformation portfolio. You will bridge the gap between bold strategic vision and flawless operational execution, ensuring our client services remain at the pinnacle of efficiency, effectiveness, and customer satisfaction. If you thrive in complex environments, are a master influencer, and possess a relentless promote for impactful delivery, this role offers an unparalleled chance to make a profound impact on our Consumer and Community Banking client base and thousands of our front-line specialists. Job Responsibilities Define and Drive Strategic Transformation: Collaborate closely with leadership to identify and prioritize high-impact opportunities within Servicing Operations. Develop and execute a comprehensive transformation roadmap, with a strong focus on becoming an AI-enabled organization ready for future ways of working. Translate high-level goals into actionable initiatives, establishing clear, measurable KPIs. Champion AI and Emerging Technologies: Lead the strategic direction for leveraging AI, agentic capabilities, and large language models (LLMs) to unlock significant operational efficiencies and reshape future work practices within Servicing Operations. Orchestrate Transformation Initiatives: Take ownership as the central point of contact for Servicing Operations' transformation portfolio. Strategically organize and drive a robust portfolio of initiatives, ensuring rigorous tracking, on-time and on-budget delivery, and seamless integration into business operations. Lead Cross-Functional Change: Act as a local champion and primary integrator, fostering a culture of innovation and continuous improvement. Build strong coalitions across all organizational levels, effectively communicating the "why" behind changes, celebrating successes, and proactively mitigating resistance. Identify & Implement Operational Enhancements: Utilize data and analytics to pinpoint inefficiencies and areas for optimization within servicing operations. Champion the adoption of emerging technologies to boost productivity, elevate customer experience, and strengthen operational resiliency. Mitigate Risk & Ensure Compliance: Proactively identify and manage risks associated with transformation initiatives. Ensure unwavering compliance with regulatory, operational, and organizational policies throughout all changes to processes and systems. Foster Cross-Team Collaboration: Partner with Servicing Operations leaders, front-line managers, staff, and CCB Ops & Product Teams to uncover pain points, inform opportunities, and secure prioritization for AI and innovative solutions. Develop Data-Driven Business Cases: Create compelling, data-driven business cases for each proposed initiative, quantifying potential impacts across cost, expense savings, risk mitigation, and both customer and employee experience. Enhance Transparency & Buy-in: Establish routines to improve transparency of cross-firm initiatives within Servicing Operations. Provide regular, credible reporting on transformation progress to key strategic stakeholders, proving the value of our investments and ensuring strong buy-in from leadership and staff for smoother adoption of new technologies and processes. Drive Leadership Alignment & Representation: Report directly to the Head of Customer Service Strategy, Customer Experience, and Performance Excellence, with dotted line accountability into the Head of AI Strategy & Transformation Office. Act as a key representative for the Servicing Organization in senior leadership meetings, articulating and advancing Operations-led strategic initiatives through impactful executive-level presentations. Required qualifications, skills, and capabilities 15 years of progressive leadership experience with a strong focus on large-scale business transformation and operational excellence. Demonstrated expertise in large-scale client service environments (10,000+ employees), particularly within call centers and investigation operations, understanding their unique challenges and opportunities. Proven management consulting background with extensive experience in strategic problem-solving, organizational design, process re-engineering, and complex change management. Deep expertise in leading and driving organizational change, including cultural transformation, technology adoption, and workforce evolution. Strong track record of leveraging technology (especially AI/ML) to significantly improve efficiency, customer satisfaction, and operational performance. Exceptional strategic thinking and analytical skills, capable of translating complex data into actionable insights and strategic recommendations. Robust technology and operations knowledge, including expertise in policy, procedures, risk, and controls. Bachelor's degree required. Flexibility to travel as needed. Preferred qualifications, skills, and capabilities Master's degree in Business Administration, Engineering, or a related field is highly preferred;

The Bank of New York Mellon seeks a Senior Vice President, Front-End Engineer for its New York, NY location. DUTIES: Consult with internal business groups to provide high-level application software development services or technical support. Utilize the user-side frontend of a website, as well as the backend, server-side that powers the user-side. Utilize security principles, relational databases and architecture design principles. Provide comprehensive senior-level technical consulting to IT management and senior technical staffs. Evaluate compliance with the organization's technology standards. Program well-designed, testable, efficient/ code. Analyze, design and develop tests and test-automation suites. Develop flowcharts, layouts and documentation to satisfy requirements and solutions. Maintain software functionality and currency (technical debt and gain). Actively participate in code reviews. Integrate software components into a fully functional software system. Apply security and privacy principles. Work with internal business groups on implementation opportunities, challenges, and requirements of various applications. Analyze information and provides recommendations to address and resolve business issues for a specific business group. Consult with IT management and technical staffs regarding use of emerging technologies and associated services. Participate in defining corporate implementation and integration strategies of new technologies. 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 nine (9) years of experience in the job offered, or in a related IT occupation. Nine (9) years of experience must include: Designing and developing RESTful backend services using .Net to fetch financial data including accounts, portfolios, clients, and holdings from different data sources in an orchestrated manner and presenting the data to the caller as a single response; Designing and developing reusable components and libraries using HTML, CSS and JavaScript; Designing and maintaining coding standards and best practices and enforcing them using tools including Git, CICD pipelines and through unit testing; Designing and developing CI/CD architecture and best practices using GitLab; Reviewing code written by team members in JavaScript, Angular, NodeJS and .Net for frontend and backend systems; and Deploying applications using CI/CD, provisioning Kafka objects for applications using JavaScript, Python and Shell script. Salary Range: $184,959.00 to $246,000.00/yr. Qualified applicants please apply online at ************************************** and utilize reference code #67282. Please indicate “referral source - advertisement - WEB.” The Bank of New York Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary/range for this position is expected to be $184,959.00 to $246,000.00 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 Bank of New York Mellon 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.

The Bank of New York Mellon seeks a Senior Vice President, Front-End Engineer for its New York, NY location. DUTIES: Consult with internal business groups to provide high-level application software development services or technical support. Utilize the user-side frontend of a website, as well as the backend, server-side that powers the user-side. Utilize security principles, relational databases and architecture design principles. Provide comprehensive senior-level technical consulting to IT management and senior technical staffs. Evaluate compliance with the organization's technology standards. Program well-designed, testable, efficient/ code. Analyze, design and develop tests and test-automation suites. Develop flowcharts, layouts and documentation to satisfy requirements and solutions. Maintain software functionality and currency (technical debt and gain). Actively participate in code reviews. Integrate software components into a fully functional software system. Apply security and privacy principles. Work with internal business groups on implementation opportunities, challenges, and requirements of various applications. Analyze information and provides recommendations to address and resolve business issues for a specific business group. Consult with IT management and technical staffs regarding use of emerging technologies and associated services. Participate in defining corporate implementation and integration strategies of new technologies. 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 nine (9) years of experience in the job offered, or in a related IT occupation. Nine (9) years of experience must include: Designing and developing RESTful backend services using .Net to fetch financial data including accounts, portfolios, clients, and holdings from different data sources in an orchestrated manner and presenting the data to the caller as a single response; Designing and developing reusable components and libraries using HTML, CSS and JavaScript; Designing and maintaining coding standards and best practices and enforcing them using tools including Git, CICD pipelines and through unit testing; Designing and developing CI/CD architecture and best practices using GitLab; Reviewing code written by team members in JavaScript, Angular, NodeJS and .Net for frontend and backend systems; and Deploying applications using CI/CD, provisioning Kafka objects for applications using JavaScript, Python and Shell script. Salary Range: $184,959.00 to $246,000.00/yr. Qualified applicants please apply online at ************************************** and utilize reference code #67282. Please indicate "referral source - advertisement - WEB." The Bank of New York Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary/range for this position is expected to be $184,959.00 to $246,000.00 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 Bank of New York Mellon 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.

The Bank of New York Mellon seeks Senior Vice President, Full-Stack Engineer in Pittsburgh, PA, to Consult with internal business groups to provide high-level application software development services or technical support. Provide comprehensive senior-level technical consulting to IT management and senior technical staffs. Evaluate compliance with the organization's technology standards. Program well-designed, testable, efficient code. Analyze, design and develop tests and test-automation suites. Develop flowcharts, layouts and documentation to satisfy requirements and solutions. Maintain software functionality and currency (technical debt and gain). Actively participate in code reviews. Integrate software components into a fully functional software system. Apply security and privacy principles. Work with internal business groups on implementation opportunities, challenges, and requirements of various applications. Analyze information and provide recommendations to address and resolve business issues for a specific business group. Guide and consult with IT management and technical staffs regarding use of emerging technologies and associated services. Participate in defining corporate implementation and integration strategies of new technologies. Remote work may be permitted within a commutable distance from the worksite. REQUIREMENTS: Bachelor's degree, or foreign equivalent, in Computer Science, Engineering (Any), or a related field, and ten (10) years of progressively responsible experience in the job offered or in a related IT occupation. Ten (10) years of progressively responsible experience must include: Utilizing JMS, Apache and Kafka Message Systems to build resilient batch and real-time Big data ingestion, transformation, and extraction pipelines; Building microservices using Java, Spring Boot, Python, SQL, Oracle, PostgreSQL, and building intuitive user interfaces using HTML, CSS, JavaScript, and Angular; Deploying and managing containerized applications to Kubernetes orchestration framework on-premises and cloud, using Docker, OpenShift and AKS; Developing DevOps CICD pipeline in GitLab using Maven and Pip; Executing application performance monitoring, observability, and logging by utilizing and customizing AppDynamics, Splunk, Grafana, Prometheus and Moogsoft; Developing end-to-end data solutions including data lineage and data governance using Collibra, and data quality using Informatica for data lake and data warehouse systems; and Performing full Agile software development life cycle as per approved architectural patterns, established controls, and enterprise toll gates. Qualified applicants please apply online at ************************************** and utilize reference code #71880. 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 $181,500.00 - $211,000.00 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.

The Bank of New York Mellon seeks Senior Vice President, Full-Stack Engineer in Pittsburgh, PA, to Consult with internal business groups to provide high-level application software development services or technical support. Provide comprehensive senior-level technical consulting to IT management and senior technical staffs. Evaluate compliance with the organization's technology standards. Program well-designed, testable, efficient code. Analyze, design and develop tests and test-automation suites. Develop flowcharts, layouts and documentation to satisfy requirements and solutions. Maintain software functionality and currency (technical debt and gain). Actively participate in code reviews. Integrate software components into a fully functional software system. Apply security and privacy principles. Work with internal business groups on implementation opportunities, challenges, and requirements of various applications. Analyze information and provide recommendations to address and resolve business issues for a specific business group. Guide and consult with IT management and technical staffs regarding use of emerging technologies and associated services. Participate in defining corporate implementation and integration strategies of new technologies. Remote work may be permitted within a commutable distance from the worksite. REQUIREMENTS: Bachelor's degree, or foreign equivalent, in Computer Science, Engineering (Any), or a related field, and ten (10) years of progressively responsible experience in the job offered or in a related IT occupation. Ten (10) years of progressively responsible experience must include: Utilizing JMS, Apache and Kafka Message Systems to build resilient batch and real-time Big data ingestion, transformation, and extraction pipelines; Building microservices using Java, Spring Boot, Python, SQL, Oracle, PostgreSQL, and building intuitive user interfaces using HTML, CSS, JavaScript, and Angular; Deploying and managing containerized applications to Kubernetes orchestration framework on-premises and cloud, using Docker, OpenShift and AKS; Developing DevOps CICD pipeline in GitLab using Maven and Pip; Executing application performance monitoring, observability, and logging by utilizing and customizing AppDynamics, Splunk, Grafana, Prometheus and Moogsoft; Developing end-to-end data solutions including data lineage and data governance using Collibra, and data quality using Informatica for data lake and data warehouse systems; and Performing full Agile software development life cycle as per approved architectural patterns, established controls, and enterprise toll gates. Qualified applicants please apply online at ************************************** and utilize reference code #71880. 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 $181,500.00 - $211,000.00 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.

Senior Vice President, Lead Engineer Data Integration and Operational Systems - (Informatica / DB2, SQL / .Net) At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Vice President, Lead Engineer Data Integration and Operational Systems - (Informatica / DB2, SQL / .Net). This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Provide technical expertise and leadership in the implementation and support of data integration, transformation, and distribution of all data sets in to and out of the department's investment analytics core platforms. Participate as the lead technologist of the investment data integration team to design, develop, configure, and install data integration ETL workflows and associated components per business requirements. Manage /provide guidance on tasks for a mixture of applications on a variety of technical platforms; Windows, .net, Informatica, Java, Linux, Mainframe. Define roadmap to modernize the current data integration platform inclusive of - migration to Informatica Cloud, and define alignment to strategic platforms including Data Warehousing, Pentaho, Snowflake, Oracle, and Pyspark Work with various groups throughout the organization to accomplish technical milestones in an ever-evolving support environment. Own the end-to-end development lifecycle and provide occasional off-hours support as needed Manage platform architecture projects to upgrade, replace and ‘ever-green' existing technical platforms to ensure stability and long-term viability. Contribute to architectural design and implementation, both as part of the team and as an independent contributor. Provide technical leadership to an Agile team who are a mixture of technical developers and system analysts To be successful in this role, we're seeking the following: Successful candidate will have a proven track record as a self-starter, will be equally at home working as a contributor as well as providing technical leadership to a team. Candidate will have strong analytical skills and delivers quality results on complex implementations, including the informatica platform, with a minimum of post implementation issues. Candidate will also contribute to architectural design and implementation, both as part of the team and as an independent contributor. Candidate will have a proven record of introducing new and innovative solutions to issues such as web service integration, data warehousing and cloud integration and processing efficiencies. Bachelor's degree in computer science or a related discipline, or equivalent work experience required, advanced degree preferred 10-14 years of experience in software development required; experience in the securities or financial services industry is a plus. Manage platform architecture projects to upgrade, replace and ‘ever-green' existing technical platforms to ensure stability and long-term viability. Expertise in implementing large-scale data integration solutions leveraging Informatica Power Center across a fully diverse set of data master repositories, sources and targets. Expertise in Informatica Power Center - Version 10.x preferred. Experience in cloud based database strictures, Mongo, Snowflake, Azure, etc. Application development proficiency in Informatica, DB2, SQL Server, and Oracle. Experience in .Net cloud based database strictures, Mongo, Snowflake, Azure, etc. Application development experience with Informatica, Java, .Net, and/or Python At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Responsibilities** + Collaborate with others in the organization to ensure successful implementation of chosen problem solutions. + Analyze information obtained from management to conceptualize and define operational problems. + Prepare management reports defining and evaluating problems and recommending solutions. + Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources. + Track all client visits/meetings and ensure all client successes are logged for weekly reporting. + Drive proactive client communications through regular meetings, broker reviews, and calls. + Track and drive resolution (both strategic and tactical where necessary) of client requests. + Work with clients to educate on the firm's self-service tools and industry solutions. + Analyze effort and support across teams by individual client. + Coordinate and chair internal stakeholder meetings around client updates. + Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering. + Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow. + Improve clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows. + Test implemented SAP solutions, including unit testing, integration testing and user acceptance test. + Work with GMI books and records platform and testing new functionality. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience** + Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, or related: and + 5 years of progressively responsible experience in the job offered or a related Quantitative occupation. + Must include 5 years of experience in each of the following: + Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering; + Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow; + Improving clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and, + Working with books and records platform and testing new functionality. + In the alternative, the employer will accept a Master's degree and 3 years of experience. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. **EMPLOYER:** BofA Securities, Inc. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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

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

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Workplace Operations & Support III position at the Director level, which is part of the job family responsible for delivering efficient technical support and ensuring smooth operations of the organization's workplace environment for end-users, including hardware, software, and network resources. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. Role Profile Workforce Services (WS) is a dynamic and fast-paced area within the firm's Enterprise Technology & Services division. We are responsible for delivering high quality technology solutions and support functions to our internal end users. Our goal is to ensure end users across the firm can perform their job efficiently with minimal to no interruption. We are seeking a Team Leader to help the lead and shape the service desk population through adhering to the firm's core values. The ideal candidate will be a visionary and leader for their team, motivating and coaching team members with the goal of providing world class customer service. What you'll do in the role: * Responsible for the oversight of the Service Desk Professionals servicing the Morgan Stanley population * Provide timely feedback, training, and coaching 70% of the time with a focus on driving incident restoration with a World Class Service experience * Responsible for interviewing and onboarding top talent * Conduct performance management in an effort to drive the metrics set out by the Service Desk including First Contact Resolution and Customer Satisfaction rates * Monitor agent productivity as well as operational excellence and how it impacts the Service Desk Service Level Agreements * Oversee outages, leverage tools when volumes are at peak and escalations occurring, which would include ServiceNow, Service Desk Knowledge, Remote Assistance among others, in an effort to resolve our internal population What you'll bring to the role: * 4+ years previous call-center experience or equivalent required in a technical or customer service field * Previous Service Desk Experience * Experience with Microsoft Office products, Windows 10, and general office computing tools required * Passion for providing feedback & coaching * Excellent written and oral communication skills * Excellent time management skills * Excellent Problem-Solving Skills * Experience with Microsoft Office Products, Windows 10, and general office computing tools WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $70,000 and $105,000 per [hour/year] at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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 Corporate Banking Director I has sales responsibilities as well as providing supervision, direction and leadership to the Associates and Analysts on the team. This position requires deep knowledge and understanding of the insurance industry and insurance companies and serves as the primary relationship contact for a portfolio of insurance clients and prospects. Responsible for directing the workflow of the team's Associates and Analysts to ensure that these resources are allocated appropriately across the group's projects and that the high-priority projects are getting the appropriate attention. This leader will play a leadership role in the evolution and development of the group's modeling and analytical capabilities, as well as in the training and development of staff, with limited supervision. Additionally, the incumbent will be responsible for ensuring that the team is creating and delivering high-quality analysis and materials. 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 clients and colleagues, and ensures that actions and behaviors drive a positive client experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Independently manages a portfolio of insurance clients, with primary responsibility for cross-sell, return generation, and First Line of Defense. Understands and evaluates complex financial models. Performs complex financial analysis. Creates high-impact presentation materials using PowerPoint, Excel, Word, and other relevant applications. Works well as part of a team in a high-pressure environment. Develops good working relationships with peers and seniors leaders in Corporate Banking and the rest of the organization. Manages priorities while working on a number of high-priority engagements simultaneously. Exhibits a strong background in credit and corporate finance and the ability to apply that knowledge to corporate finance oriented projects. Serves as direct support to the Directors and is capable of making internal and external presentations to support the efforts of the RMs on the team. Manages, mentors, and develops staff including Analysts and Associates. Interacts independently with all important constituencies in the course of the development and delivery of a strategic, client facing assignment. Provide support to the Capital Markets businesses by assessing whether securities products and capital markets services would be appropriate for a particular client, and working with the Capital Markets teams to provide those products and services to clients. SUPERVISORY RESPONSIBILITIES: May directly or indirectly influence the day to day supervision of the Associates and Analysts. Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; identifying and developing appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. ESSENTIAL DUTIES AND RESPONSIBILITIES: Excellent presentation skills, both oral and written. Strong relationship building skills. The ability to interact effectively with senior executives inside and outside our organization. MINIMUM KNOWLEDGE & SKILLS REQUIRED: Undergraduate degree required, graduate degree preferred. 6 - 8+ years of experience in Banking, Investment Banking, M&A or Capital Markets preferred. 4+ years of corporate banking analysis and sales management preferred. Strong corporate finance and credit skills required, underwriting experience preferred. Proven track record of success in working as a part of a team to originate, and close complex financial transactions. Proven ability to pitch, win and execute on corporate finance ideas Securities Industry Essentials (SIE), Series 79 and 63 licenses required. Corporate Banking Director - FIGTotal 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 -- Cincinnati, Ohio 45202 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.